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Annual Reports

Annual Reports

Cada año, invitamos a nuestros miembros y personal a reunirse y reflexionar sobre los éxitos y eventos del año anterior. Revisaremos el estado financiero de la Cooperativa de Crédito, escucharemos a nuestro CEO, Presidente de la Junta Directiva, Junta Directiva, Comité de Supervisión y más. Te brinda la oportunidad de ejercer tus derechos como socio propietario de la Cooperativa de Crédito conociendo al equipo Peninsula Credit Union.

 

Peninsula Community Federal Credit Union 2024 Annual Meeting

5:30 p.m. Thursday, April 11, 2024 Shelton, Washington

 

I. Call to Order & Chair Comments

John Bolender, presidente de la junta directiva

II. Annual Report

Jim Morrell, presidente/director ejecutivo

III. Supervisory Committee Report

Mendy Harlow, Supervisory Committee Chair

IV. Election

Lane Johnson, Secretary and Chair Nominating Committee

V. Door Prizes

Will Be Offered During Progresando Huntos Presentation

VI. Adjourn

John Bolender, presidente de la junta directiva

COOPERATIVA DE CRÉDITO FEDERAL COMUNITARIA PENÍNSULA
Acta de la reunión anual

April 13, 2023

The Annual Meeting for 2023 was held on Thursday, April 13, 2023 in our Shelton Branch Lobby.

The 87th Annual Meeting was called to order by Chair, John Bolender at 5:33 p.m. who welcomed those present.

Jim Morrell, CEO, ascertained that there was a quorum of members present.

For everyone present to review, the 2022 Annual Report and Minutes from the 2022 Annual Meeting were made available. A motion was made by Kathy Haigh and seconded by Kyle Lauderdale to approve the 2022 Annual Meeting minutes.

John made his initial comments and recognized the efforts of the Credit Union staff in 2022. He commended efforts made in 2022 towards our strategic initiatives of “Making it Easy”, “Building Trust”, and “+1% Difference”. John thanked Credit Union leadership, managers, and staff. He additionally thanked the Board of Directors and all volunteers for their service to the Credit Union over the past year.

Jim thanked John for his opening comments and shared a summary of the annual reports for 2022. He shared a conversation he recently had with staff from a Zimbabwe Credit Union on annual meeting attendance and thanked all members present for attending. Jim noted that in 2022 capital and net worth ratios were among the highest in Credit Union history. Jim highlighted financial education and community development events included in the Community Impact Report.

Lisa Perry, Supervisory Committee Chair gave the annual report for the Supervisory Committee. She introduced the members of the Committee and Internal Audit and thanked them. She explained the function of the Supervisory Committee and highlighted two audits that were positive; the information security audit and electronic payments audit.

Steve Wright, Vice Chair of the Board, thanked Lisa for her report and proceeded with the election of two Board positions. Having not received any petitions or new nominations from the floor, it was declared that the nominations are to be adopted.

Elected was:

Position #1 Lisa Perry Three Year Term

Position #4 John Bolender Three Year Term

In conclusion of the Annual Meeting, John reiterated a special thank you to Lisa Frazier for her service of over two decades to the Credit Union. John further described that Lisa started as a volunteer in 2001 with the Supervisory Committee and two years later joined the Board of Directors.

With there being no further business, the meeting was adjourned at 5:55pm

Folletos

Reporte anual

En Peninsula, nuestros miembros propietarios son nuestros accionistas. Estamos comprometidos a ofrecer acceso conveniente a la información financiera sobre su cooperativa de crédito.

Nuestros informes anuales brindan más información sobre nuestra situación financiera, pero también ofrecen detalles sobre nuestra participación comunitaria, logros comerciales anuales y perspectivas sobre temas importantes que afectan a las cooperativas de crédito a nivel local y nacional.

 

2023 Annual Report

Informe Anual 2022

2023 Annual Report Cover

Sea voluntario y marque la diferencia

Los voluntarios de Peninsula Credit Union tienen la oportunidad de fortalecer el bienestar económico de las comunidades a las que servimos para beneficiar a todos, ya sean de ingresos bajos a moderados o ricos, no bancarizados o insuficientemente bancarizados. A través de una sólida comprensión de los desafíos y oportunidades financieros que existen dentro de nuestra comunidad, los voluntarios ofrecen una dirección estratégica que garantiza que la cooperativa de crédito seguirá siendo independiente, viable y siempre lista para proteger y servir los intereses de nuestros miembros y nuestra comunidad.

Cuando los voluntarios se comprometen con la cooperativa de crédito, reciben desarrollo profesional continuo que los convierte en líderes eficaces; sólidas oportunidades de establecer contactos para conocer a otras personas que comparten sus valores; contribuir a mayores oportunidades y un mejor bienestar del lugar donde viven y trabajan.

Para ser voluntario, comuníquese con la cooperativa de crédito al

360-426-1601 o correo electrónico

membresí[email protected]

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