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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. Welcome!. Your Board of Directors. David Wright. Chris Butler. Don Mills. Scott McFarland. Dean Wilson. Jeff Jorgensen.

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CEO Roundtable

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  1. CEO Roundtable Cooperative Investments: Driving a Community to be Opportunity Focused November 7, 2012 at the Frederik Meijer Gardens & Sculpture Park Welcome!

  2. Your Board of Directors... David Wright Chris Butler Don Mills Scott McFarland Dean Wilson Jeff Jorgensen Vickie Schmitzer

  3. 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 $1,500,000 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!

  4. It’s Been a Great Year... ...now 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

  5. 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!!

  6. Questions for Jack? Fill out the form and give to Dawn before lunch

  7. Cooperative Investments Driving a Community to be Opportunity Focused

  8. The 2012 Innovator Investment & Grant Program Our finalists

  9. 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

  10. Our Finalists In presentation order (randomly placed)

  11. 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 yourselves...at your table or with any other group!

  12. What to Listen For Mark your ballot while you listen 1 Is this a good business for the network to investits money? 2 If it’s not really a business per se, is it still a good idea? Something that is worthy of our financial support? 3 Is this a repeatable business that could potentially be implemented in your community, by other credit unions or network partners? 4 Thinking as a venture capitalist, would you invest your own moneyin this idea?

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

  14. Don’t forget your ballots! Turn them in to any CU*Answers staff person before you leave today

  15. Following Up on Last Year’s Investments LET’S HEAR FROM ONE OF OUR WINNERS...

  16. Thanks for the day!

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