<![CDATA[Mitchell, Stankovic, and Associates - MEDIA ]]>Wed, 27 May 2015 14:38:14 -0800Weebly<![CDATA[Jimmy Johns, Credit Union League, and Global Women in Southern Nevada]]>Wed, 29 Apr 2015 17:39:27 GMThttp://mitchellstankovic.com/1/post/2015/04/jimmy-johns-crdit-union-league-and-global-women-in-southern-nevada.html
The World Council of Credit Unions Global Women's Leadership Network southern Nevada sister society joined forces with the California/Nevada credit union league southern Nevada chapter. The groups welcomed Natalie Buckel a local leadership expert working with Jimmy John's franchises. The meeting was held at Credit Union 1 on Thursday, April 16th.

The session was filled with dynamic discussions and activities. Assisting management and staff on how to stay motivated, proactive, positive, and happy. Identifying what are the key elements for group motivation as well as individual motivation. We also discussed extrinsic rewards vs. intrinsic rewards. This is an identification process to assist in targeting the best possible strategy for an individual employee. Finally, we discussed implementation of motivation strategies that will provide empowerment to the front of house team members that will alleviate your management team from the day to day issues that arise.
<![CDATA[Charlie Fulks Leaving CUProdigy After 24 Years, CEO Search Underway]]>Sun, 26 Apr 2015 17:51:06 GMThttp://mitchellstankovic.com/1/post/2015/04/charlie-fulks-leaving-cuprodigy-after-24-years-ceo-search-underway.htmlAfter 24 successful years at the helm, Charlie Fulks will be stepping down as president and CEO of CUProdigy (www.cuprodigy.com) later this year.

Fulks, who founded what then was known as Credit Union Data Processing, Inc., in May 1991, will remain with the company through September as it transitions to a new leader. Las Vegas-based credit union consultancy Mitchell, Stankovic & Associates is conducting the search for CUProdigy’s next CEO.

CUProdigy currently serves 15 credit unions, representing $1.85 billion in total assets and 203,000 credit union members.

According to Fulks, two-and-a-half decades later it was time for a change – for both him and the company.

“I do not have anything lined up, but I felt it was time to move on and find something else,” he said. “It is a leap of faith for me. I feel the company needs fresh leadership to take it to the next level. It is a good move for the company. The company has changed over the past 24 years, and I feel a fresh outlook will be beneficial to CUProdigy’s continued success.”

Robert Taylor, chairman of the board for CUProdigy and president and CEO of Idaho State University Credit Union, Pocatello, Idaho, thanked Fulks for his years of service.

“Charlie Fulks has been dedicated to CUProdigy and the credit unions it serves for nearly two-and-a-half decades,” said Taylor. “I speak for every member of the board of directors in offering our gratitude for his leadership, vision and energy. He has put CUProdigy on a great path, and I am certain he will be a tremendous success at whatever he does next.”

A Career Of Helping Credit Unions Succeed

Fulks graduated Brigham Young University with a BA in economics in 1985. His first job was as vice president and controller at Bonneville First Credit Union in 1986.

“I asked myself, ‘What do I do with an econ degree?’ Fulks recalled. “I did not know a lot about credit unions other than having been a credit union member once upon a time.”

Because computer programming had long been a hobby of his, when an opening came up at a company known as Information Now, Fulks jumped at the chance. There, he worked on software that supported the company’s 33 credit union clients.

A year and a half later, Information Now went bankrupt. A users group of the company’s software turned into what became known as Credit Union Data Processing. Said Fulks, “Having worked in a credit union, I realized if the users group could form and own the company, it could be in a better position than me trying to form a company. We knew a CUSO would be a strong business model. It was more difficult to form a CUSO back then compared to now. We had to explain the power of owning the company ourselves.”

Building From The Ground Up

The early years of Credit Union Data Processing were “very interesting,” Fulks recalled. At first it was just him working from home, until eventually he hired a second person. As the company continued to grow, he and the management team decided to take a long vision as to what the company wanted to do.

“The idea was to educate credit unions on using the software,” he said. “When the bank that owned the software out of the bankruptcy refused to sell, we wrote our own software.” In 1996, it had the first version of its own software that it could sell. The company converted all of its credit unions to the new version. “We did a good job of serving credit unions. We saved them a lot of money,” Fulks said.

The one problem: CU Data Processing still was using character-based software. In 2007, Fulks said it was clear it no longer could sell a character-based system; it needed to be graphics-based. He said that was the “biggest turning point” for the company. “We asked our owners what they wanted us to be. They invested in writing a new software package from the ground up.”

That software became known as CUProdigy, and in 2014 the company rebranded as CUProdigy. “We feel it is the best software out there in the industry,” said Fulks. “It is the best because it was written from the ground up, rather than fixing old software. We had no restrictions. It took a lot of time, but once the base was in place we were able to build on it and become a true open system.”

Fulks said CUProdigy software is written in Java, but it also uses Google Web Toolkit and other elements that are not often found in the credit union industry. “It works, it is fast, it has lots of abilities. It is very responsive and easy to use. We have an interface engine that allows our software to interface with debit and credit card systems, mobile banking, even online loan origination systems – all the third parties credit unions need to be able to talk to.”

Fulks said his proudest career achievement is pulling credit unions together over the years and getting them to work on a collaborative level to create a very robust system. “It enables them to do their job and be stronger together. There are a lot of technology companies that do patches, but we created a core system.”

Next for Fulks will be spending time with family. “I have a special needs son, a daughter getting married this year and a couple of grandchildren,” he said.

About CUProdigy:

CUProdigy is a credit union core software CUSO, formed in 1991. The group’s eponymous core software product, CUProdigy, is made up of the very latest in browser‐based technology. With its modern architecture and full feature list, CUProdigy is changing the way credit unions operate while redefining the core software industry. For more information, please visit: www.cuprodigy.com
<![CDATA[You. Me. THINK. Social Values.]]>Thu, 23 Apr 2015 18:48:11 GMThttp://mitchellstankovic.com/1/post/2015/04/you-me-think-social-values.html
The CO-OP THINK Conference is the most dynamic and thought-provoking gathering in the industry. If you have never attended before, first… where have you been the last 6 years!? This conference offers leading edge speakers (like Tony Hawk, Wozniak, or Sir Ken Robinson), innovative discussions, and some of the coolest networking opportunities (um, scavenger hunt in N’Oleans?).

I am stoked to see what 2015 has in store.

Each year to begin the conference, CO-OP THINK offers sessions with industry speakers focused on specific challenges and opportunities that impact the credit union industry. This year I will be leading and facilitating the SOCIAL VALUES track. Join me to discuss how credit unions as well as business partners are fostering a deep engagement with consumers by living and communicating their commitment to a shared social cause.

From 1:30 to 5:30 in the SOCIAL VALUES track, you will enjoy….

  • Hearing from John Lauck, CMN Hospitals CEO on his strategies to build a business surrounding a social purpose
  • Engaging in a spirited dialogue with industry leader and artist Sarah Bang
  • Discussing the impact of social media in a world of social values with experts Uwe Hook and Fabian Geyrhalter
  • Hearing about the upcoming THINK Prize and the power of people in communities with Eliza Rosenbaum of OpenIDEO
  • And…. ME!
I will be there every step of the way to guide you and the speakers through the world of social values. And for anyone that knows me… I promise to energize you a little.

The cooperative spirit of credit unions stems from a deep relationship with a core purpose: Reaching members and communities of people that truly want to help one another. So in preparation for our upcoming sessions, I picked the brain of several of my credit union friends to find out their perspective on the importance of a social mission. Turns out, social mission and values impact on credit unions is multi-faceted. Here is what I learned…

In a world of regulatory pressure, rapid paced technological advances and a competitive financial landscape, mission driven growth and a strong commitment to serve is the only way to do business. Our credit union is an extension of our membership: What is important to our members is important to us–Brad Houle, CEO, CAHP Credit Union

Marketing and outreach efforts should have a strong focus on community advocacy, no matter how you define the community. Social Media advertising tools should not be exclusively an avenue for your products and services, but rather avoice for social awareness. –Matt Reber, VP Marketing & Business Development, Columbine Federal Credit Union

Honestly, I can’t see how a business can thrive long term without a strong social mission. To me, the basic question every business needs to answer is what problem are you solving? If you can answer that, you are on the right track. We believe inthe innate goodness of people, and want to help them out in any way we can. –IeChen Cheng, CFO, Boulder Dam Credit Union

Organizations should value hard work, integrity and delivering excellent member service… it is good business. I wouldn’t work somewhere without this focus on having a positive impact on people. The credit union industry is full of genuinely kind, good people who want to help others! –Felicity Guerin, CU4Kids Development Manager, CUNA

Now, get your booty to Colorado Springs. See you in a couple weeks!

-Brandi Stankovic

<![CDATA[Aid for AIDS Nevada, AIDS Walk a Success!]]>Mon, 20 Apr 2015 18:57:18 GMThttp://mitchellstankovic.com/1/post/2015/04/aid-for-aids-nevada-aids-walk-a-success.html
Mitchell Stankovic and Associates,

Together we made a difference! On behalf of the Board of Trustees and staff of Aid for AIDS of Nevada (AFAN), we thank you for volunteering at AIDS Walk Las Vegas 2015. More than 6,000 walkers participated in the 25th Annual AIDS Walk on April 19th at Town Square. We are delighted to report that we raised a total of over $400,000!

Your help as Volunteer Manager and Coordinator and all-around trouble shooter is invaluable, and we appreciate having you as a member of the team!  

Your support will help our programs continue to improve the lives of over 3,500 men, women and children affected by, or infected with, HIV/AIDS.  Our programs support people living with HIV/AIDS by helping them manage their lives, manage their disease—and give them a better chance of being integrated back into the community, back into the work place, back into lives with a future.

Caring people, like you, have enabled AFAN to fight HIV/AIDS in our community for 31 years.  Only with your involvement and support can we truly continue to make a difference.

With our warmest regards,
Evan Walsh, Crystal Kovacs, Terry Guesman and Keith Wilcox
AFAN Development Team
<![CDATA[Director of Member Relations Position at San Diego Fireman's Relief]]>Thu, 26 Feb 2015 23:31:37 GMThttp://mitchellstankovic.com/1/post/2015/02/director-of-member-relations-position-at-san-diego-firemans-relief.htmlMSA is seeking qualified applicants for an exciting opportunity at San Diego Fireman's Relief. 

 Job Title: Director of Member Relations Position
Location: 10509 San Diego Mission Road, Suite F, San Diego, CA 92108
Position Type: Full Time 
Description: Reporting to the Board of Directors, the Director of Member Relations will have overall strategic and operational responsibility for San Diego Fireman’s Relief Association staff, programs, expansion, and execution of its mission. S/he will initially develop deep knowledge of field, core programs, operations, and business plans. 

Desired Profile: We are looking for someone with great energy who loves being part of a team! Someone with excellent communication skills including telephone and written, who is strategic and able to multi-task. Experience in case management or social work is a plus. Looking for a candidate that is assertive and adaptable to change, reliable, hard-working and likes to have a little fun! This position requires excellent member service skills and a positive attitude. 


• Knowledge and experience in Case Management or Social Work. 
• Experience in customer relations or service. 
• Knowledge of non-profit functions and business. 
• Knowledge of Microsoft Office Products: Outlook, Word and Excel. 
• Ability to write professional correspondence to clients, vendors and staff. 
• Able to read and interpret operational manuals and documents. 
• Detail oriented and has organization skills. 
• Member service oriented. 

Must have a High School Diploma or GED. Bachelor’s Degree or 5 years of related experience is preferred. 

Instructions: Email your resume/cover letter to Joan Arrigo, jarrigo@sdfra.org. Any inquiries made about this position will be kept strictly confidential. This posting will be open until at least March 1, 2015. Visit website for more information about our organization, www.sdfra.org or call 619-281-0354. 
<![CDATA[Mountain West CU Association and Elevations CU Welcome Women Leaders]]>Wed, 25 Feb 2015 20:16:13 GMThttp://mitchellstankovic.com/1/post/2015/02/mountain-west-cu-association-and-elevations-cu-welcome-women-leaders.html
The President and CEO of Elevations Credit Union, Gerry Agnes, welcomed over 30 female executives to the credit union and spoke eloquently about the importance of the Global Women’s Leadership Network and World Council.  He proudly noted that Elevations Credit Union has earned the Malcolm Baldrige National Quality Award, the highest presidential honor for performance excellence in innovation, improvement and visionary leadership.  Elevations is the first credit union in the country to win the award. 

This commitment to leadership development was evident through the Sister Society meeting.  Nancy Herbert, Board Member of Elevations started the networking by introducing the members to Safehouse Progressive Alliance for Non-violence, Suzzanne Painter, who discussed domestic violence and the impact GWLN donations will have in supporting women within the Colorado area. 

Susan Mitchell, founding Chair of Global Women’s Leadership Network, was introduced by Nicole Brusewitz, Mountain West Credit Union Association.  Susan told the GWLN story and the history of Dr. Brian Branch’s, CEO of World Council,  purpose in starting a network of credit union women.  It was an inspiring look at how we can make a difference, globally and locally.  She noted that there are now more than 700 members in 53 countries.

Calyn Ostrowski, Worldwide Foundation Executive Director, presented key initiatives from World Council and gave the members a look at events that are planned for the upcoming year, scholarships awarded and the strategic vision for GWLN.

The group then engaged in networking exercises regarding leadership transitions, telling their personal stories, advocating for themselves, asking for a seat at the table and a robust discussion on “why” women are not stepping forward. 

We discussed becoming the “host” Sister Society for the Denver Conference and everyone was very excited.  We encouraged everyone to join as members, so they can participate fully in the opportunities presented through GWLN. 

Great session and inspiration!  Thanks again to Elevations Credit Union and to Mountain West Credit Union Association.  
<![CDATA[Mitchell Joined by CEOs to Facilitate Idea Exchange at Louisiana Credit Union League]]>Fri, 13 Feb 2015 01:37:04 GMThttp://mitchellstankovic.com/1/post/2015/02/mitchell-joined-by-ceos-to-facilitate-idea-exchange-at-louisiana-credit-union-league.htmlSue Mitchell led the Large Credit Union Round table at the Idea Exchange for the Louisiana Credit Union League. This interactive event had the goal of connecting ideas and people. They covered business disruptors, an economic update, embracing an innovative culture, and visioning. Joining her for the presentation were Brad Houle, CEO at CAHP Credit Union who spoke about Enterprise Risk Management and George Poitou, EVP at SCE Federal Credit Union who spoke about community development and growth. 
<![CDATA[Brandi Stankovic Shares Advice to 20yr and 40yr Old Self for World Council's WeCU2 Time Capsule]]>Sat, 07 Feb 2015 01:52:10 GMThttp://mitchellstankovic.com/1/post/2015/02/brandi-stankovic-shares-advice-to-20yr-and-40yr-old-self-for-world-councils-wecu2-time-capsule.html
<![CDATA[MSA Leading CEO Transition at Clark County Credit Union]]>Tue, 03 Feb 2015 02:00:19 GMThttp://mitchellstankovic.com/1/post/2015/02/msa-leading-ceo-transition-at-clark-county-credit-union.html
Clark County Credit Union Board of Director’s congratulates retiring CEO, Wayne Tew, on his distinguished career as a leader within the organization and the industry.  The Board has been working on a leadership transition plan with Mitchell, Stankovic and Associates and is now ready to recruit for a talented successor to take the reins of this financially strong, community focused financial institution.  

Clark County Credit Union has $550 million in assets, nearly 34,000 members, with an ROA of 2.46 and more than 12% net worth.  The new CEO will take over a locally founded credit union, strong management team and a success story that includes serving members through one of the most difficult economic times in history while strategically positioning for the future.  Some of the key strategic initiatives include growing the credit union, building brand awareness within the community and SEG groups, new loan products and expansion of the digital footprint of the organization.  

Click Here for More Information.
<![CDATA[Letter from Chair of Global Women’s Leadership Network, Sue Mitchell]]>Tue, 03 Feb 2015 00:31:57 GMThttp://mitchellstankovic.com/1/post/2015/02/letter-from-chair-of-global-womens-leadership-network.html
Happy Holidays to all and here’s to 2015
It is such a pleasure to share our excitement regarding the success of Global Women’s Leadership Network in 2014. Together, we have truly created a global movement to better the lives of people around the world.  Thank you so much for your belief and your support of this important World Council initiative. 

As Chair of GWLN, I am excited to provide you with some key stats of our five year strategic results and encourage you to share our success with your colleagues and organization:

World Council GWLN - 5 Year Strategic Results – 2009 - 2014

•      Total GWLN Members: 724 from 53 countries
•      Total Scholarships Given: 39
•      Forums Held in Spain, USA, Scotland, Poland, Canada, Australia
•      Total Women at 2014 Forum: 130 women, 19 countries
•      Total Funds Raised: $887,400
•      Founding and new Sponsors with long term commitments
•      Number of Sister Societies: 15 USA regional groups, 6 countries.  Five new societies planned in 2015.
•      GAC Breakfasts featuring political speakers beginning in 2009 through 2014, with record attendance and location move to convention center as integral part of program.  Please mark your calendar for March 11, 2015 in DC as we have an incredible program planned for all GWLN supporters and members.  
•      Susan Adams Scholarship formation
•      Women’s Empowerment Grant
•      Localized community outreach where GWLN has now donated hundreds of articles of professional clothing, educational materials and business tools to help women advance their situation.  The impact has been significant and we have received rewarding feedback on how we make a difference.
·        Pink Tie recognition throughout credit union movement globally
·        International development initiatives supported also include:

  • Post Tsunami recovery of Women’s community banks in Sri Lanka; introduction of agricultural lending and women management empowerment
  • Expansion of mobile financial access to remote mountain regions in Mexico through a Women managed credit union, Caja Zongolica
  • Expansion of credit union correspondent banking services to conflict areas in Colombia; peace accords just signed last week
  • Construction of an orphanage in Kenya and initiation of a digital community credit union in Kenya
  • Research on women’s access and obstacles to credit union leadership in Mexico
  • Leni SanRoque, CEO of the Association of Asian Confederation of Credit Unions (Thailand) will establish a business development center that will help advance women members' entrepreneurial and leadership skills, as well as access to markets and information for micro and small enterprise developments. 
  • Kristi Lozano, Financial Education Specialist at San Mateo Credit Union (USA),  aims to increase the financial and leadership skills of female high school credit union members, and assist in their preparation to enroll in a college or university.

As you know, World Council’s Annual Conference is combined with CUNA’s Conference in Denver in 2015.  It is an opportunity for all of us to share the global experience with new people, introduce GWLN to new credit unions, CUSOs and volunteers.  We expect our major fundraiser, the golf tournament, to be the best ever.  Please mark your calendars to arrive in Denver on July 10th, golf on the 11th, GWLN supporters reception the evening of the 11th and the Forum on the 12th.   There will be activities throughout the week for global networking.  Hope you can join us!

Thanks again for all your support – you have helped to create an initiative that is life changing!  

Warm regards for the holidays,


Chair of GWLN