Why a Strategic HR Function is

a Business Imperative: a CEO

Panel Discussion

Jeff York, President/CEO, CoastHills FCU, Lompoc, CA

John Reed, President/CEO, Maine Savings FCU, Hampden, ME

Tom Dorety President/CEO, Suncoast Credit Union, Tampa, FL

Another great day.

Members

Board

CEO

$730,000,000

58,000

190

CEO

SVP/CHRO

HR/MGR

EVP/COO SVP/CFO SVP/CIO SVP/CMO

ED/MGR

Goals and Aspirations

• People Pillar

• Performance Evaluation

External Impact

• Brand Promise

• Community Involvement

Words

HR

3

Another great day.

Maine Savings FCU

Board of Directors

President/CEO

Senior VP HR/TD

Human Resources

Training

Compliance Technology

Facilities

Senior VP Finance

Accounting

Member Service Center

VP Lending

Loan Operations

Credit Resolutions

VP Member Services

Hampden Bangor

Broadway

Bangor Hammond St

Brewer

Milo Corinth

Ellsworth University

Vassalboro Jackson

Laboratory

VP Marketing

sueamail@gmail.com

Key Issues/Initiatives

1. Growth and Expansion

2. Talent Management

3. Product & Services

4. CUSO Mortgage &

Business Lending Solutions

5. Community Involvement

10

Branches

CUSO

Mortgage &

Business

Lending

Solutions

46

Employees

31

Admin

Employees

59

Branch

Employees

Assets $275,038,461 Members 26531 Loans $203,165,082 Net Worth 8.13% Operating Expenses 3.80%

90

Employees

1.Service Excellence

2.Talent Management

3.Efficiency

4.Growth

5.Service Income

6.Community Outreach and

Corporate Responsibility

2014 At A Glance – February 2014

Assets $5,700,000 Members 575,000

Loans $3,800,000,000 Net Worth 8.27% Operating Expenses: 2.42%

1,097 Employees

Key Issues/Initiatives

17 Counties

563 Back of House

Employees

534 Branch

Employees 54 Branches

Where We Stand – February 2014

Suncoast Credit Union

Suncoast Credit Union April 2014

CUSO

BOARDS

VP/Internal Audit D. Helms

PRESIDENT/CEO*

Tom Dorety

General Counsel B. Felder

SUPERVISORY COMMITTEE

BOARD OF DIRECTORS

Executive Assistant B. Futch

VP/Comptroller N. Ostermann

VP/Compliance

D. Gonzalez

VP/Business Process Solutions

K. Burns

VP/Member Services

L. Calhoun

Chief Administrative Officer

Gary Vien

VP/Facilities

E. Brendle

VP/HR Services

P. McCatty

RVP’s - 6

VP/MCC

A. Givens

SVP/Staff Development

Darlene Johnson

VP/Marketing

P. Barrow

VP/Document Services

D. Hordge

VP/Card Services

J. Rasmussen

VP/Information Technology

M. Parks

VP/Enterprise Applications & Dev

T. Hassenfelt

EVP/CIO

Kevin Johnson

EVP/CFO

Julie Renderos

Chief Operating Officer

Susan Johnson

Chief Lending Officer

Vicki Lovett

VP/Risk Management

L. Fales

VP/Member Solutions

J. Gilbert

VP/Loan Administration & Compliance

L. Johnson

VP/CUSOs

M. Russell

VP/Business Services

L. Rupp

VP/Loan Development M. Hartman

VP/Mortgage Lending

M. Konnen

SVP/Special Services

Melva McKay Bass

VP/Trust & Investments

R. Echols

SVP/Service Centers

Sheri Eaton

SVP/Payment Services

Wanda Chambers

Purchasing

Director

J. Guffey

* Serves as Chairman of CUSO Boards

CEO: 1 EVP: 2 Chief: 3 SVP: 4 VP: 28

Senior Staff