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celebrating 25 Years of acUma a timeline

ACUMA

making an impact for years

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Even though ACUMA has been focused on responding to the Covid-19 pandemic, we haven’t forgotten that 2021 marks the 25th year of the association. It’s grown from very humble beginnings (originally the American Credit Union Housing Alliance) into a large organization with hundreds of members. Here’s a “snapshot” timeline of ACUMA’s first 25 years. Here’s to another 25, and more.

CHARTER MEMBERS - 1996

Shannon and Steve VanSickler attend the 2001 Spring Conference on Coronado Island.

Speaker Tracy Ashfield addresses attendees at the 2002 ACUMA Spring Conference in Scottsdale, Arizona.

American First FCU 700 N Harbor Bivd. La Habra, CA 90631 Robert Street President/CEO 310- 691-1112 Fax: 310-691-1021 Assets: $309,000,000 Members; 82,000

Boeing Employees CU 12770 Gateway Drive Tukwila, WA 98168 Gary Fee Director 206-439-5953 Fax: 206-439-5813 Assets: $2,000,000,000 Members: 200,000

Chevron FCU 555 Market Street #1008 San Francisco, CA 94105 Sam Sunada Real Estate Lending Manager 415-894-5864 Fax,- 415-094-0913 Assets: $252,000,000 Members: 31,000 Congressional FCU P. O. Box 23267 Washington, DC 20026 Carol Brann Manager of RE Lending 202-226-3100 x 795 Fax: 202-225-0439 Assets: $196,000,000 Members: 30,000

C U Mortgage Corp. 2370 Garey Avenue Pomona, CA 91766 Andrea Blais 909-628-3577 Fax: 909-590-0278 Assets; Members; Aggregate of client CUs

C U RE Services* 5615 Chesbro Avenue, Suite 120 San Jose, CA 95123 Dennis Grbyz 800-364-6636, 3480 Fax: 408-363-3499 Assets: $380,000,000* Members; 45,000* * Pacific IBM FCU - CUSO First Entertainment FCU 6735 Forest Lawn Drive Hollywood, CA 9006S Chuck Bruen, President/CEO 212-845-4466 Fax: 213-851-6548 Assets: $133,000,000 Members; 31,000

Harborstone FCU P. O. Box 4207 Tacoma, WA 98438 Edward Seidenberg Chief Financial Officer 206-584-6413 Fax: 206-581-2975 Assets: $330,000,000 Members: 50,000

Hughes Aircraft EFCU 1440 Rosecrans Avenue Manhattan Bch, CA 90266 Brooks Miller V? Mortgage Loan Origination 310-643-5599 Fax: 310-536-9627 Assets: $1,600,000,000 Members; 154,000

CHARTER MEMBERS - 1996 American First FCU First Entertainment FCU Telesis FCU Commonwealth One FCU 700 N Harbor Bivd. 6735 Forest Lawn Drive 9121 Oakdaie Ave. 4875 Eisenhower Ave. #100 La Habra, CA 90631 Hollywood, CA 9006S Chatsworth, CA 91311 Alexandria, VA 22304 Robert Street Chuck Bruen, Grace Mayo Contact: Conlon, Mark President/CEO President/CEO President Mortgage Origination 310- 691-1112 212-845-4466 818-885-1226 x 756 Teh 703-823-5211 ext. Fax: 703-823-9065 Fax: 310-691-1021 Fax: 213-851-6548 Fax: 818-998-2691 Assets: $135,000,000 Assets: $309,000,000 Assets: $133,000,000 Assets: $150,600,000 Members: 35,000 Members; 82,000 Members; 31,000 Members; 20,000 Water & Power CU LA Police Federal CU Boeing Employees CU Harborstone FCU 1053 Sunset Boulevard 16150 Sherman Way 12770 Gateway Drive P. O. Box 4207 Los Angeles, CA 90012 Van Nuys, CA 91405 Tukwila, WA 98168 Tacoma, WA 98438 Don Courtney Seeber, Lynn Gary Fee Edward Seidenberg Loan Manager Loan Services Manager Director Chief Financial Officer 213-580-1722 Tel: 818-779-3313 206-439-5953 206-584-6413 Fax: 213-580-1731 Fax: 818-782-0175 Fax: 206-439-5813 Fax: 206-581-2975 Assets: $275,000,000 Assets: $311,000,000 Assets: $2,000,000,000 Assets: $330,000,000 Members: 32.000 Members: 33,000 Members: 200,000 Members: 50,000 Wescorn Credit Union CUMANET, Inc. Chevron FCU Hughes Aircraft EFCU 123 S Marengo Avenue 371 Main St. 555 Market Street #1008 1440 Rosecrans Avenue Pasadena, CA 91101 Hackensack, NJ 07601 San Francisco, CA 94105 Manhattan Bch, CA 90266 Bill Steele Dennis Fitzpatrick, Pres. Sam Sunada Brooks Miller VP Real Estate Teh 800-928-6263 ext 101 Real Estate Lending Manager V? Mortgage Loan Origination 818-795-8181, ext 651 Fax; 201-343-8734 415-894-5864 310-643-5599 Fax; 818-449-6235 CUSO for ail CUs $3b Fax,- 415-094-0913 Fax: 310-536-9627 Assets: $930,000,000 Members: 600,000 Assets: $252,000,000 Assets: $1,600,000,000 Members: 103,000 Members: 31,000 Members; 154,000 Luke FCU Xerox Federal CU 9601 N. Black Canyon Hy. Congressional FCU Los Angeles FCU 2200 E Grand Avenue Phoenix, AZ 85021 P. O. Box 23267 P. O. Box 32 E! Segundo, CA 91364 Contact: Steve Becker, Washington, DC 20026 Los Angeles, CA 90053 Brian Litster President/CEO Carol Brann Robert Philson Director of Mortgage Ops Manager of RE Lending Vice President / Lending 310-333-4200, ext 313 Bethpage FCU 202-226-3100 x 795 818-242-8640 x 314 Fax: 310-322-7932 800 So. Oyster Bay Rd. Fax: 202-225-0439 Fax: 818-552-1098 Assets: $316,000,000 Bethpage, NY 11714 Assets: $196,000,000 Assets: $288,000,000 Members: 67,000 John Caravella, Members: 30,000 Members; 31,000 Manager – Mortgage Dept. American Electronics CU C U Mortgage Corp. Mather FCU 505 No. Mathilda Ave. 2370 Garey Avenue P. 0, Box 790 Sunnyvale, CA 94086 SPONSOR MEMBERS Pomona, CA 91766 Rancho Cordova, CA 95741-0790 Trish Boesel, Sr. Mgr/RE Andrea Blais Mary M. Bibb, AVP 408-720=9181 CMC Mortgage Insurance 909-628-3577 916-368-3883 Fax:408-736-8264 135 Main Street Fax: 909-590-0278 Fax: 916-368-3883 Assets: $350,000,000 San Francisco, CA 94105 Assets; Assets: $140,000,000 Members: 73,000 Art SlepIan, SVP-Ops Members; Members: 39,000 800 909-4264 Aggregate of client CUs Orange County FCU Fax: 415-981-4601 Premier America FCU 1211 E, Dyer Rd, C U RE Services* 19867 Prairie Street Santa Ana, CA 92705 SWBC 5615 Chesbro Avenue, Suite 120 Chats worth, CA 913.11 Karen Moyer, VP One City Blvd. W, # 1200 San Jose, CA 95123 Greg Ma reel la 714-755-5900 x 403 Orange, CA 92868 Dennis Grbyz Vice President / Lending Fax:714-755-0442 Contact: Jim Chapman 800-364-6636, 3480 818-772-4039 Assets: $271,000,000 Vice President Fax: 408-363-3499 Fax: 818-772-4031 Members: 45,000 Tel: 800-248-4342 Assets: $380,000,000* Assets; $368,000,000 Fax: 714-940-3328 Members; 45,000* Members; 53,000 Langley Federal CU Members: * Pacific IBM FCU - CUSO 1055 W. Mercury Blvd. Safe FCU Hampton, VA 23666 Bear Stearns & Co, 3720 Madison Ave. Contact: Simon, Kitty Credit Union Fin. Services North Highland, CA 95660 AVP Real Estate Lending 245 Park Ave, 8th Floor Paul Redmon, VP Tel: 757-825-7108 New York, NY 10067 916-331-9030 x 1501 Fax: 757-825-7544 Contact: Wade Bamett, Fax: 916-338-2165 Assets: $560,000,000 Managing Director Assets; $512,000,000 Members: 110,000 Tel: 212-272-2000 Members; 88,000 ACUMA started out with about two dozen credit unions and three sponsors.

Pete Pannes of CMG Mortgage Insurance speaks at the 2002 Fall Conference in Las Vegas.

Dave Dos, left, and Geoff Bacino do some networking between sessions at the 2000 Conference in Las Vegas.

The 2004 Fall Conference theme has ACUMA “Unlocking the Doors to Success.”

MBA Economist Doug Duncan speaks at 2005 Spring Conference in New York City. Lorraine LaChappelleof CU Members Mortgage, second from right, joins models posing as the“Rat Pack” at the 2007 Fall Conferencein Las Vegas.

The 2008 Spring Conference “invades” Opryland in Nashville. In 2010, ACUMA offers a “Conference Broadcast” of its Annual Conference in Las Vegas.

Freddie Mac’s Dave Stevens speaks at the 2004 Fall Conference in Las Vegas. L-R are Linda Hopkins of LGE Community CU, Pat Wheeler of United Guaranty, and Eileen Galligan of Digital CU at 2006 Spring Workshop in San Antonio. Bob Dorsa makes an introduction at the 2008 ACUMA Spring Conference in Nashville.

L-R are John Reed, Bob Street (ACUMA Board members), NCUA Chair JoAnn Johnson and Steve VanSickler (Visterra CU) in 2009.

ACUMA’s fifteenth year anniversiary logo in 2011

L-R are ACUMA Board Member Bob McKay with 2011 Fall Conference speaker Duane Knapp (BrandStrategy), ACUMA President Bob Dorsa, and speakers Jon Wolske (Zappos) and Terri Murphy (Terri Murphy Communications).

ACUMA marked its 15th anniversary in 2011.

L-R are ACUMA’s Bob Dorsa, GTE Financial’s Joe Brancucci and ACUMA’s Tracy Ashfield at the 2013 Fall Conference in Las Vegas. Attendees fill a general session room at the 2015 Annual Conference in Las Vegas.

Top, MGIC’s Mark Marple and Fifth Third Bank’s Steve Yaninack at 2012 Fall Conference breakout session. Bottom, L-R are United CU’s Jeff Leap with ACUMA Board Members Barry Stricklin and Tim Mislansky.

Presenter Erik Wahl creates a portrait (to be auctioned for charity) at the 2014 Fall Conference in Las Vegas.

Attending the 2015 Fall Conference in Las Vegas are Delta Credit Union’s Pam Davis and Desert Financial’s Bernie Chavira.

Presenter Juliet Funt entertains the general session audience at the 2016 Fall Conference in Washington, D.C.

Another general session crowd listens to a presentation at the 2018 Annual Conference in Las Vegas..

At 2019 Annual Conference, Amy Moser (left) talks with fellow ACUMA Board Member Bernie Chavira.

Turning to virtual learning amid the pandemic, ACUMA introduces its “On the Go” program.

L-R are MBA’s Mike Frantantoni, ACUMA’s Bob Dorsa and Tracy Ashfield, and MBA’s Tricia Migliazzo at the 2015 Fall Conference in Las Vegas.

Outgoing ACUMA President Bob Dorsa displays his “RETIRED” shirt, presented by hotel staff at the 2019 Fall Conference at National Harbor, Md. ACUMA President Tracy Ashfield monitors the 2020 Virtual Conference from “the studio.”

The Fall Conference theme, Mortgage Heroes, honors CU employees who went above and beyond during the challenges of 2020.