Andrew Davis, author and CEO of Monumental Shift Inc.
Andrew Davis, author and CEO of Monumental Shift Inc.

Davis at REACH: ‘Use Constraints to Come Up with Solutions’

“The cube of creativity” was in focus during REACH 2022 in Palm Desert, CA as Andrew Davis — author and CEO of Monumental Shift Inc. — discussed “inside the box” thinking and “embracing constraints” strategy on the last day of the California and Nevada Credit Union Leagues’ annual conference.

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Jessica Kriegel, author and chief scientist of workplace culture at Culture Partners.
Jessica Kriegel, author and chief scientist of workplace culture at Culture Partners.

Kriegel at REACH: ‘Culture is the Nature of Workplace Humanity’

“Intentional culture” took center stage during REACH 2022 in Palm Desert, CA as Jessica Kriegel — author and chief scientist of workplace culture at Culture Partners — discussed what workplace and corporate culture really means in today’s world on the last morning of the California and Nevada Credit Union Leagues’ annual conference.

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Inclusiv Program Director of Community Development Financial Institutions Chriselle Martinez (right) facilitating a Juntos Avanzamos Roundtable at REACH.
Inclusiv Program Director of Community Development Financial Institutions Chriselle Martinez (right) facilitating a Juntos Avanzamos Roundtable at REACH.

Leagues Launch 1st ‘Juntos Avanzamos’ Regional Chapter During REACH

During two social-impact roundtables at the California and Nevada Credit Union Leagues’ REACH 2022 conference in Palm Desert, CA, Inclusiv Program Director of Community Development Financial Institutions (CDFI) Chriselle Martinez took a deep-dive into Juntos Avanzamos (“Together We Advance”) — a network of credit unions committed to serving and empowering Hispanic and Latino communities.

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SCE FCU Director of Branches Javier Velasquez (center) with his $10,000 check and stakeholders that hosted and participated in “The Pitch,” including Champions (judges), Visionaries (fellow credit union participants), and others.
SCE FCU Director of Branches Javier Velasquez (center) with his $10,000 check and stakeholders that hosted and participated in “The Pitch,” including Champions (judges), Visionaries (fellow credit union participants), and others.

SCE FCU’s Javier Velasquez Wins 1st Place in ‘The Pitch’ at REACH

The Pitch — a first-ever Shark Tank-like game show during the California and Nevada Credit Union Leagues’ annual REACH conference — spotlighted SCE FCU Director of Branches Javier Velasquez as first-place winner of $10,000 after he and “Visionary” contestants from other credit unions pitched their mission-driven ideas to a panel of “Champion” judges in front of a live audience.

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The PAC Awards Reception (L-R): Brett Martinez, CEO of Redwood CU; Angelica Pappalardo, Political Advocacy Manager for the Leagues; Diana Dykstra, President and CEO of the Leagues; and Rick Schmidt, CEO of WestStar CU.
The PAC Awards Reception (L-R): Brett Martinez, CEO of Redwood CU; Angelica Pappalardo, Political Advocacy Manager for the Leagues; Diana Dykstra, President and CEO of the Leagues; and Rick Schmidt, CEO of WestStar CU.

2022 PAC Reception Celebrates Advocacy Contributors & Leaders

The credit union movement wouldn’t be where it is today without advocates who devoted their time and resources to fighting on behalf of their credit union’s members through 2022. This was the key theme of the PAC Contributors Reception on Thursday during the California and Nevada Credit Union Leagues’ REACH 2022 conference in Palm Desert, CA.

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The “Future of Financial Services” panel.
The “Future of Financial Services” panel.

‘Future of Financial Services’ Panel Explores Curious Questions

Over the next decade, technological innovations will influence consumer behavior and expectations, changing how financial services operate to meet new demands. That was the topic during Thursday morning’s general session during REACH 2022 in Palm Desert, CA, which brought together four experts on a Future of Financial Services panel.

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World Council of Credit Unions President and CEO Elissa McCarter LaBorde.
World Council of Credit Unions President and CEO Elissa McCarter LaBorde.

McCarter LaBorde: ‘Be Part of Our Global Learning Journey’

World Council of Credit Unions President and CEO Elissa McCarter LaBorde opened the general session at REACH 2022 on Thursday in Palm Desert, CA, reminding industry leaders and attendees they are part of a global system of 393 credit union members across 118 countries.

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Breakout session

Innovative Pathways Discovered: ‘REACHtalks’ & ‘REACH Deep’ Breakouts

Impactful REACHtalks and REACH Deep breakout sessions took place on Thursday during the California and Nevada Credit Union Leagues’ REACH 2022 conference in Palm Desert, CA, challenging credit union leaders to try something NEW at their organizations.

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Jeremy Gutsche, opening keynote speaker at REACH 2022 and founder-CEO of Trend Hunter, one of the world’s top trend firm and innovation consultancies.
Jeremy Gutsche, opening keynote speaker at REACH 2022 and founder-CEO of Trend Hunter, one of the world’s top trend firm and innovation consultancies.

Gutsche: ‘What Opportunity Lies So Close Within Your Grasp?’

“Innovation is not fluffy — it’s science,” said Jeremy Gutsche, opening keynote speaker during REACH 2022 in Palm Desert, CA on Wednesday afternoon, and founder-CEO of Trend Hunter, one of the world’s top trend firm and innovation consultancies.

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California and Nevada Credit Union Leagues President and CEO Diana Dykstra addresses attendees of REACH 2022 during the opening general session on Wednesday.
California and Nevada Credit Union Leagues President and CEO Diana Dykstra addresses attendees of REACH 2022 during the opening general session on Wednesday.

CA & NV League Leaders Address REACH Audience with Optimism

“Our credit unions continue to serve their members and communities in 2022 as new products and services are developed — and the Leagues continue to work tirelessly on your behalf to make it all happen,” said Diana Dykstra at the opening general session of REACH 2022 on Wednesday.

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Clutch CEO, WithClutch Developer and winner of the "Fintech Showcase" Nicholas Hinrichsen (right) with California and Nevada Credit Union Leagues Executive Vice President Larry Palochik (left).
Clutch CEO, WithClutch Developer and winner of the "Fintech Showcase" Nicholas Hinrichsen (right) with California and Nevada Credit Union Leagues Executive Vice President Larry Palochik (left).

Fintech Showcase, REACHtalks, & REACH Deep Breakouts

The Fintech Showcase at REACH 2022 on Wednesday featured several seven-minute, fast-paced, highly informative presentations about the latest innovative solutions to move credit unions forward — where a Best of Show Award was awarded to WithClutch.

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Leo H. Shapiro Lifetime Achievement Award recipient Jeff Napper (middle-right), who is President and CEO of LBS Financial CU — with Nevada Credit Union League Board Chairman Matt Kershaw (left), California and Nevada Credit Union Leagues President and CEO Diana Dykstra (left-middle), and California Credit Union League Board Vice Chair Geri LaChance.
Leo H. Shapiro Lifetime Achievement Award recipient Jeff Napper (middle-right), who is President and CEO of LBS Financial CU — with Nevada Credit Union League Board Chairman Matt Kershaw (left), California and Nevada Credit Union Leagues President and CEO Diana Dykstra (left-middle), and California Credit Union League Board Vice Chair Geri LaChance.

League Awards Ceremony Honors CU Leaders for Amazing Contributions

During the League Awards Ceremony on the second day of REACH 2022, credit unions, organizations, volunteers and leaders — including Leo H. Shapiro Lifetime Achievement Award recipient Jeff Napper — were recognized in front of their peers!

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Amistad High School students got a “bite of reality” when they attended an interactive financial education simulation designed to teach them how to manage money.
Amistad High School students got a “bite of reality” when they attended an interactive financial education simulation designed to teach them how to manage money.

High Schoolers Get ‘Bite of Reality’ During REACH 2022

Students from Amistad High School got a “bite of reality” when they attended an interactive financial education simulation designed to teach them how to manage money in the morning hours before the California and Nevada Credit Union Leagues’ annual REACH 2022 conference kicked off its opening general session.

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Credit union leaders and guests at the 2022 Richard Myles Johnson Foundation (RMJ) Donor Appreciation Gala.
Credit union leaders and guests at the 2022 Richard Myles Johnson Foundation (RMJ) Donor Appreciation Gala.

RMJ Donor Gala Celebrates Supporters, Onsite 'Bite of Reality'

Dozens of credit union leaders and guests attended the 2022 Richard Myles Johnson Foundation (RMJ) Donor Appreciation Gala on Tuesday night of REACH 2022, a yearly favorite of conference attendees dedicated to the funding and support of financial education in schools across California and Nevada.

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REACH golfers pose for a fun photo out on the green.
REACH golfers pose for a fun photo out on the green.

Collaboration & Friendship: Leaders Network During REACH Golf

The California and Nevada Credit Union Leagues’ annual REACH 2022 Golf Tournament gave those who started their week’s adventure on Tuesday an early taste of the annual convention — a week full of networking, fostering collaboration, friendship, innovative thought leadership, strengthening ties, and a bit of fun.

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2021 Chapter Forum participants pose for a fun photo!
2021 Chapter Forum participants pose for a fun photo!

2021 ‘Chapter Forum’ Inspires Participants to Reach Deeper

At the end of the California and Nevada Credit Union Leagues’ REACH 2021 conference, more than 60 individuals representing 14 League chapters gathered for the 2021 Chapter Forum in Palm Desert, CA from Thursday afternoon/evening into Friday morning.

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REACH 2021 keynote speaker Cassandra Worthy, author and consultant, signs books and greets Global Women's Leadership Network Luncheon attendees.
REACH 2021 keynote speaker Cassandra Worthy, author and consultant, signs books and greets Global Women's Leadership Network Luncheon attendees.

Cassandra Worthy Applauds GWLN Supporters During Luncheon

The Global Women’s Leadership Network Luncheon showcased REACH 2021’s last general session keynote speaker, Cassandra Worthy, in front of GWLN supporters and enthusiasts during the afternoon on the last day of the California and Nevada Credit Union Leagues’ annual convention.

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REACH 2021 keynote speaker Cassandra Worthy, author and consultant.
REACH 2021 keynote speaker Cassandra Worthy, author and consultant.

Cassandra Worthy: The ‘Change Enthusiasm Growth Cycle’

“The emotions of change — and powering that energy to fuel your credit union’s growth within any period of disruption — is what you’ve gone through over the past two years,” said keynote speaker Cassandra Worthy as she launched Thursday morning’s general session at REACH 2021, hosted by the California and Nevada Credit Union Leagues. “But there’s room for frustration in the years ahead.”

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Logo for Star One Credit Union

Star One CU Wins CU4Kids Social Media Challenge at REACH

Star One CU is the winner of the $5,000 Children’s Miracle Network Hospital (CMN) donation prize announced Thursday morning at REACH!

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A couple of many REACHtalk presenters from the week.
A couple of many REACHtalk presenters from the week.

‘REACHtalks’ Engage CU Professionals with Innovative Pathways

Impactful 15-minute “REACHtalks” took place on Wednesday and Thursday during REACH 2021, the California and Nevada Credit Union Leagues’ annual conference in Palm Desert, CA. The talks challenged credit union leaders to try something NEW at their organizations!

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California and Nevada Credit Union Leagues President and CEO Diana Dykstra discusses the importance of PAC on credit unions and celebrates supporters during the PAC Reception.
California and Nevada Credit Union Leagues President and CEO Diana Dykstra discusses the importance of PAC on credit unions and celebrates supporters during the PAC Reception.

2021 PAC Reception Celebrates PAC Contributors

The credit union movement wouldn’t be where it is today without advocates who devoted their time and resources to fighting on behalf of their credit union’s members through 2021.

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(L-R): Keynote Speaker and Global Executive/Board Director Ryan Patel talked on stage with Nader Moghaddam, CEO of Financial Partners CU; Erin Mendez, CEO of Patelco CU; and Joan Opp, CEO of Stanford FCU.
(L-R): Keynote Speaker and Global Executive/Board Director Ryan Patel talked on stage with Nader Moghaddam, CEO of Financial Partners CU; Erin Mendez, CEO of Patelco CU; and Joan Opp, CEO of Stanford FCU.

Ryan Patel: Today’s Crossroads is the Biggest Ever for CUs

“In the future, financial institutions are going to be content creators,” said Ryan Patel. “Your credit union will provide education through impactful, digital content. It’s an opportunity to make a great experience and change things. It’s up to you; your members are looking for it, and they trust your credit union.”

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The “loyalty loop” panel (L-R): Andrew Davis, keynote speaker at REACH 2021 and CEO/founder of Monumental Shift Inc.; Marci Francisco, Chief Experience Officer for Premier America CU; Randy Icelow, CEO of Rolling F CU; and Royce Ngiam, former VP of Marketing and Business Development for Partners FCU
The “loyalty loop” panel (L-R): Andrew Davis, keynote speaker at REACH 2021 and CEO/founder of Monumental Shift Inc.; Marci Francisco, Chief Experience Officer for Premier America CU; Randy Icelow, CEO of Rolling F CU; and Royce Ngiam, former VP of Marketing and Business Development for Partners FCU

Andrew Davis: ‘Craft Experiences’ to Show Your CU is Different

“In the marketing world, there’s always something new — and there’s always something next,” said keynote speaker Andrew Davis as he launched Wednesday morning’s general session at REACH 2021, hosted by the California and Nevada Credit Union Leagues.

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L-R: REACH 2021 opening general session speakers Mitch Joel, founder of Six Pixels Group, and Samantha Paxson, chief experience officer at CO-OP Financial Services
L-R: REACH 2021 opening general session speakers Mitch Joel, founder of Six Pixels Group, and Samantha Paxson, chief experience officer at CO-OP Financial Services

Joel & Paxson: Great Compression, Lifestyle Banking, & More

“People don’t buy things — they buy experiences. Is that true for your credit union?” It should be 100 percent true, according to Mitch Joel.

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Two presenters engage REACH attendees during the pre-conference Fintech Showcase.
Two presenters engage REACH attendees during the pre-conference Fintech Showcase.

‘Fintech Showcase’ Inspires and Engages REACH Attendees

Fintech is transforming the credit union industry to enhance member experiences, improve operational efficiencies, and mitigate risk — and in the same vein, credit unions leaders are joining the conversation!

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Bill Cheney, Leo H. Shapiro Lifetime Achievement Award honoree and President and CEO of SchoolsFirst FCU (center), with his fellow award honorees.
Bill Cheney, Leo H. Shapiro Lifetime Achievement Award honoree and President and CEO of SchoolsFirst FCU (center), with his fellow award honorees.

Cheney Honored for Lifetime Achievement; Others Recognized

Bill Cheney was awarded the Leo H. Shapiro Lifetime Achievement Award on Tuesday afternoon during REACH 2021! The award recognizes excellence in credit union philosophy and a lifetime of contributions to the credit union industry.

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Guests at the Richard Myles Johnson Foundation (RMJ) Donor Appreciation Gala got up close and personal with some animal friends during the evening.
Guests at the Richard Myles Johnson Foundation (RMJ) Donor Appreciation Gala got up close and personal with some animal friends during the evening.

RMJ Donor Gala Celebrates Supporters and ‘Bite of Reality’

Dozens of credit union leaders and guests attended the 2021 Richard Myles Johnson Foundation (RMJ) Donor Appreciation Gala on Monday night, a yearly favorite of attendees during the annual REACH conference that’s dedicated to the funding and support of financial education in schools across California and Nevada.

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Credit union leaders and industry partners get ready for a day of sun and fun “on the green” outside the JW Marriott Desert Springs and Resort in Palm Desert, CA.
Credit union leaders and industry partners get ready for a day of sun and fun “on the green” outside the JW Marriott Desert Springs and Resort in Palm Desert, CA.

Leaders Foster Friendship, Networking & Collaboration Over Golf

The California and Nevada Credit Union Leagues’ annual REACH Golf Tournament gave those who started their week’s adventure on Monday an early taste of the annual convention — a week full of networking, fostering collaboration, friendship, innovative thought leadership, strengthening ties, and a bit of fun.

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