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Annual Meeting Poll

  • 1.  Annual Meeting Poll

    Posted 7 days ago
    ​Good morning. I have a follow-up question on my virtual annual meeting topic from a month or so ago. First, thank you all sincerely for your responses. We incorporated a good deal of the information in our board presentation. It was all incredibly valuable.

    For the May board meeting, we are discussing our 2020 Annual Meeting and we are trying to gauge how many CUs held or will hold their meeting:

    1. in-person
    2. virtually or
    3. hybrid

    All three options are available to us and we would like to include the results of this simple poll.

    Thank you again.


    Donna Chardeen
    VP and Compliance Officer
    Albany, NY

  • 2.  RE: Annual Meeting Poll

    Posted 6 days ago
    Unitus Community Credit Union, Portland, OR did our’s in March and was a hybrid. We limited 10 people in the meeting room for social distancing - mainly staff, four Board/Audit (Supervisory) Committee and a couple of members. The rest attended virtually via Zoom. It worked well. We will probably continue this practice for member convienience.

    Frank Chinn, Board Director
    Unitus Community Credit Union
    Portland, OR


    Sent from Frank's iPad

  • 3.  RE: Annual Meeting Poll

    Posted 6 days ago

    USAlliance Financial will be holding a virtual meeting this year. It is scheduled for next Thursday, and we have around 400 members registered. Normally less than 50 attend the meeting in person. 

    Our Board discussed a hybrid option, and concluded that being wholly virtual was preferable. 

    Kind regards

    Simon Walton
    Chair of the Board

    USAlliance Financial
    Rye, NY

    Simon Walton
    USALLIANCE Financial
    Ridgefield CT

  • 4.  RE: Annual Meeting Poll

    Posted 6 days ago
    ​Hi, Donna - we did virtual only this year. Hope you're well - reach out if you need to chat!

    Lisa Morris
    Hudson Valley Credit Union
    Poughkeepsie NY

  • 5.  RE: Annual Meeting Poll

    Posted 6 days ago
    We will be holding our annual meeting virtually in June.  We will use a prerecorded presentation and then provide time for Q&A at the end via chat.

    Ray Crouse
    Parsons FCU
    Pasadena CA

  • 6.  RE: Annual Meeting Poll

    Posted 6 days ago
    We had our first virtual Annual Meeting at the end of April. It went beautifully and was over in 10 mins. All reports were provided ahead of time, so all that was required was an approval. We hope to continue this format going forward. ​

    Louise Nestor
    Director of Marketing
    Connex Credit Union
    North Haven CT

  • 7.  RE: Annual Meeting Poll

    Posted 6 days ago


    We held our very first virtual Annual Meeting on Friday, May 15th. It was kind of a hybrid because we had some recorded parts, such as the messages from our Loan Review and Supervisory Committees, but then the addresses from our Board Chairman and our CEO were live.  There were a few board members present at the meeting site and along with those watching, we were able to have a quorum present. We had a chat box present throughout the meeting, so those watching could write questions for the CEO to answer, for the Q&A session at the end of the meeting. Overall, it went very well and more than likely, we will do this again in the future, streaming online, along with the actual in person meeting. It was also recorded and has been placed on our website for anyone to go in and view at this time.  





    LeeAnna T. Lott

    Senior Membership Development Officer


    Local Government Federal Credit Union

    980.297.4163 mobile | 800.344.4846 toll free | 919.647.9317 fax

    P.O. Box 1580 |  Clemmons, NC 27012



    /To improve the lives of our members/



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  • 8.  RE: Annual Meeting Poll

    Posted 6 days ago
    We are virtual using Zoom, and have had no problems.

    Hugh Rafferty
    Santa Maria Public Airport District

    Sent from Yahoo Mail for iPhone

  • 9.  RE: Annual Meeting Poll

    Posted 6 days ago
    We at VyStar CU (Jacksonville, FL), held our annual meeting in March of this year virtually as well as the reorganization for the executive committee.  FYI. 


    Kem Siddons

    Sent with BlackBerry Work
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  • 10.  RE: Annual Meeting Poll

    Posted 6 days ago
    Hi Donna,

    We held our Annual Meeting in April and did it virtually with GoToWebinar.


    Danilo Torres
    Executive Administrative Assistant
    Excite Credit Union
    San Jose CA

  • 11.  RE: Annual Meeting Poll

    Posted 6 days ago

    Hello –


    We opted for a virtual Annual Meeting utilizing FB live. To streamline the process as the CEO I facilitated all reports. Minutes and the Annual Report were posted to our .org site and referenced via link in the presentation. We provided members a 5 day window for any questions/objections prior to reports being accepted and approved as presented. The whole process went well, the heavy lifting is thinking through all the logistical moving pieces.


    Stacie Wyss-Schoenborn
    President & Chief Executive Officer
    541-917-6840 (Direct)

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  • 12.  RE: Annual Meeting Poll

    Posted 6 days ago

    We are planning an in-person meeting at the end of August outside with boxed meals.  We will go to plan B of a hybrid meeting if needed.


    Kim Westphal


    HomeTown Credit Union

    2400 W Bridge St, Owatonna, MN 55060



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  • 13.  RE: Annual Meeting Poll

    Posted 6 days ago
    We will be having our May meeting with Webx, next month we are going back to our regular meeting.
    W. Raymond. Beall

    Chessie Federal Credit Union

  • 14.  RE: Annual Meeting Poll

    Posted 5 days ago
    Edited by Belinda Fisher 5 days ago
    Hi Donna,
    At JSCFCU we are holding our annual meeting virtually.

    Belinda Fisher
    Director, SC Markets
    JSC Federal CU
    Houston TX

  • 15.  RE: Annual Meeting Poll

    Posted 5 days ago
    ​We had ours virtually-online through web ex only .  It went very good , no problems

    David Proffitt
    Alcoa Tenn FCU
    Alcoa TN

  • 16.  RE: Annual Meeting Poll

    Posted 4 days ago
    Edited by Teresa Oswald 4 days ago
    Hi. We will be holding our annual meeting virtually. Foothills Credit Union in Colorado

    We attempted a virtual version earlier this year, but didn't get a quorum signed up for the meeting. We rescheduled and did more promotion (including an email blast) this time around and already have a quorum registered.

    We are using Zoom; members have a link on our website to register and will receive 2 reminder emails if they have registered; we are also signing them up in office/over the phone if they want us to. (Our lobbies are open to members only with social distancing and face coverings.)

    I don't know if any our board/executives will be in the same location during the meeting, but my guess is that they will probably all attend virtually. (I am in member services, not management, and that part wasn't announced in the staff meeting.  :) )

    We are having it on Saturday, May 30, which works out great for me. I work at a branch; our meeting is usually close to the main office and early on a weeknight, so I can't make it there in time.

    Teresa Oswald
    Member Service Professional
    Foothills CU
    Lakewood CO