"Bridging Collaboration and Solutions"

For future meetings, the 2016 schedule will be posted as topics determined.

Page last updated: June 27, 2016
Update: Meeting information.

Dates Topic
Thursday, August 11 Topic: Pushing Past The Status Quo With Business Partners
Thursday, November 10 Topic: TBA
Meetings are generally located in the Eastern San Francisco Bay Area.

To accommodate speakers and changes in topic priorities, dates and topics are subject to change upon occasion.   You will be notified at least one month prior to any meeting of any topic or date change via posting on the website and e-mail if you're on our list.
Our next meeting is

Thursday, August 11, 2016

Thursday, August 11, 2016

Topic: Pushing Past The Status Quo With Business Partners

Lets talk about alternative and critical changes in the services and business partners our industry depends on.

CUNA Mutual or someone else? MasterCard or VISA? Apple Pay or Not? Alternative Payment Methods; Mobile Deposit Capture; Convincing Board Members about Innovative Products; Reviewing Response Time in Products, Services and Service Providers

Please RSVP by August 5 to Cheri Mora or call (650) 631-8600

CUENC Meetings: Our networking group provides the opportunity for CEOs of credit unions in Northern California to meet quarterly to discuss relevant topics. The format is not sales based nor sponsored. We start with a topic, exchange best practices and discuss other hot topics of the day. CUENC meetings provide an opportunity for you to network and discuss issues with other CEOs in Northern California. Join us to collaborate and find new ways to better serve our members. Attendance adds value to the meetings so come and pass the word to other CEOs in our area. Lunch is provided by minimal member dues paid annually.

What value do you find coming to CUENC meetings?

We asked this question to a number of members and here are some of the responses:

"I remember when my CU was too large to join the group now known as CUENC and I was SO jealous of the networking and information sharing that transpired.  Now, as a member, I delight in the sometimes heated, always fervent discussions that take place at the meetings.  I love being able to share and explore ideas with fellow CU CEOs, who know exactly what I'm going through and can always offer a helpful tidbit or more, even it's just a different perspective than mine.   Even if the meeting topic is of no apparent interest to me, I attend the meetings and never regret the time investment." Christine Petro, Reach FCU, Menlo Park

"I was a founding member of the original group, CUBAEC.  At the time, our reasons for organizing this group was to provide a forum for credit union CEO/Manages from the Bay Area (actually Northern California) small credit unions to meet and share ideas, concerns and other vital information that was vital to small credit unions. We also tried to pull together the assets of the group for purchasing power with some vendors.  Throughout my time with the group (prior to my credit union merger), I looked forward to our quarterly meetings just so I could see and talk with other small credit union CEO/Managers to share my experiences and hopefully come back with something new. In these technologically changing times, I found this meeting very informative as I knew that there were other small credit union CEO/Mangers who had a more in debt knowledge of current IT and Social Media technology than I. I also enjoyed the social small talk with other CEO/Managers fun and a nice break from the every day stress of running a small credit union and encounters with the Federal and State regulators/examiners.  That is what I found to be my takeaway from CUBAEC/CUENC." Allan Ontai, former CEO Pacific Advantage FCU, Burlingame

"Your own private accessible group of consultants at the CUENC meeting willing to share their industry knowledge and experience!" Patrick Redo, allU.S. CU, Salinas

"The relationships I have made through my association with CUENC have been invaluable to the success of our credit union. Networking has always been important to me, but never more so than when I moved to a remotely located credit union. When you have a group of CU professionals as close as an email or phone call your ability to know more, to do more, to access more, expands. I consider those meetings as collaboration with colleagues I both admire and respect." Shon Wellborn, Community CU, Garberville

"I know I am not alone in saying that the best part of belonging to CUENC is networking with other credit union CEOs. This organization is based on the sense of community and sharing that the credit union movement was based. It is also helpful to stay up to date on current credit union industry topics and I can learn about other regions outside of Sacramento. While I am not always able to make the trip to attend every meeting, when I do, I am never disappointed and have an enjoyable and productive day with some great people." Carol Hauck, First U.S. Community CU, Sacramento

"CUENC meetings are a rare opportunity to participate in meaningful discussions with your peers." Diana Michaels, Western Healthcare FCU, Concord

We welcome more comments. Please send to Group Coordinator, Cheri Mora, at cam20@ix.netcom.com.

Contact your CEO peers at other credit unions and bring them with you for real solutions in a safe environment. For more information and to confirm you qualify to attend and get added to the email list, contact Cheri Mora at info@cuenc.org.

Credit Union Executives of Northern California (CUENC), (Pronounced Q.nik)

CUENC is 61 Credit Union CEOs strong. Combined, our credit unions hold over $3.6 billion in assets and serve over 346,000 members. Meetings take place quarterly.

"Our Mission Statement"

"The primary focus of Credit Union Executives of Northern California is:"

  • To provide networking opportunities (problem solving and information exchange) for our members.
  • To provide effective educational opportunities on topics of interest to group members.
  • To facilitate the generation and exchange of ideas related to the business of running a credit union.

Our target membership is:

  • CEOs and senior CU staff members of credit unions in Northern and Central California and the greater Bay Area.
  • Qualified credit unions are eligible to be on our e-mail list for details. Contact [Cheri Mora] to be added.
For information contact: info@cuenc.org