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CEO Roundtable. Cooperative Investments: Driving a Community to be Opportunity Focused. November 7, 2012 at the Frederik Meijer Gardens & Sculpture Park. Welcome!. Your Board of Directors. David Wright. Chris Butler. Don Mills. Scott McFarland. Dean Wilson. Jeff Jorgensen.

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Ceo roundtable

CEO Roundtable

Cooperative Investments: Driving a Community to be Opportunity Focused

November 7, 2012

at the Frederik Meijer Gardens & Sculpture Park


Your board of directors
Your Board of Directors...

David Wright













A hint on this year s numbers
A Hint on This Year’s Numbers

The board’s instructions to our cpa for closing the year

Declared 2012 Patronage Dividends:

$ 700,000 Standard Patronage Dividend

$ 800,000 Bonus Patronage Dividend


Year #3 for a Bonus Patronage Dividend: is this becoming an annual tradition?

Projected Stock Dividend: 4.45%

Projected Increase in Stock Equity: 19%+

Projected Stock Price: $180,000 per owner share

These are all projectionsand should be finalized by December based on our CPA’s work...then look for a check!

It s been a great year
It’s Been a Great Year... on to 2013!

In August, the BOD approved the 2013 Business Plan and Budget

This marked the end of our 2013 Planning Session, and now we’re on to executing the plan – our new year started 10/1/2012

Today’s event is the first in our planning season for 2014

There are many more events planned for 2013, as part of our 2014 planning season – from our Board meetings to focus groups to all of our credit union education – it will be a full year

The next major event is our Leadership Conference (June 18-20, 2013 – mark your calendars!)

We truly appreciate your participation, and respect your dedication in leading this cooperative

Today s agenda
Today’s Agenda

Morning (9:00-12:20)

Afternoon (1:15-3:00)

1:15 II&G Program Wrap-up

Update from one of our finalists from last year

1:30 Q&A with Jack Antonini

Insights on studying opportunities, fostering projects, and pushing investment in opportunity

2:30 Wrap-Up

Now introducing today’s facilitator...Randy K

  • 9:15 Introduction

    • Cooperative Investments: Driving a Community to be Opportunity Focused (Randy Karnes)

  • 9:30 CU*Answers Innovator Investment & Grant Program: Your 2012 Finalists

    • Presentations from our 4 finalists

    • 10 minute break after each for group discussion and networking

  • 12:20 Lunch

    • Submit your questions by 1:00!!

Questions for jack

Questions for Jack?

Fill out the form and give to Dawn before lunch

Cooperative investments

Cooperative Investments

Driving a Community to be Opportunity Focused

Thanks to all of the participants
Thanks to All of the Participants

 = SEMI-finalist

  • David JezewskiCommunity Star CU

  • Annie LepperSuperior Choice CUU

  • Kevin FinneranDetroit Metropolitan CU

  • Kristy PelleSpokane Media FCU

  • Jenny BickelFrankenmuth CU

  • Chris Butler Community CU

  • Charles Papenfus Inland Valley FCU(2 ideas submitted)

  • Renee Maeder Best Advantage CU(2 ideas submitted)

  • Lisa ToheyGrand Rapids Family CU

Our finalists
Our Finalists

In presentation order (randomly placed)

Hearing from our finalists
Hearing From Our Finalists

Here’s how the morning will go...

Presentation and Q&A

35 minutes

  • Each finalist will have a total of 35 minutes to present his or her idea

  • Includes time to field questions from the group (we’ll pass around the microphone)

Determining the Winner(s)

Ballot data collected today will be presented to the CU*Answers Board of Directors for consideration

The Board will make its final decision and announce the awards no later than January 31, 2013

Group Discussions

10 minutes

Between each finalist presentation, we’ll take a 10 minute break for refreshments

Discuss the idea amongst your table or with any other group!

What to listen for
What to Listen For

Mark your ballot while you listen


Is this a good business for the network to investits money?


If it’s not really a business per se, is it still a good idea? Something that is worthy of our financial support?


Is this a repeatable business that could potentially be implemented in your community, by other credit unions or network partners?


Thinking as a venture capitalist, would you invest your own moneyin this idea?



Remember to submit your questions for jack antonini before you eat!

Don t forget your ballots

Don’t forget your ballots!

Turn them in to any CU*Answers staff person before you leave today

Following up on last year s investments
Following Up on Last Year’s Investments