On September 26, Member-Owners joined the Vantage West team at the DoubleTree by Hilton Hotel – Reid Park for the 2019 Annual Membership Meeting.

Prior to the meeting, Members learned from financial workshop presenters on:

  • Getting Your Financial Life Organized
  • How to Optimize Your Digital Banking Experience
  • Social Security 101
  • What Is Your Money M.O.?

At the meeting, Board Chairman Oscar Lizardi announced the Credit Union is doing exceptionally well, and recognized Frank Trembulak for serving as chief executive officer (CEO) until a new CEO is named.

Frank Trembulak reflected on a few highlights from 2018, including successful Board governance modernization and introduction of a new online voting process, groundwork accomplishments for the new digital banking platform launched early this year, introduction of more Member-friendly Home Equity Lines of Credit (HELOCs), and new branch openings in Gilbert and Mesa as part of Vantage West’s Phoenix expansion to serve their more than 40,000 Members in the area.

Supervisory Committee Chairman Stephen Peary announced that Vantage West is financially sound with strong financial controls. He was joined onstage by fellow Supervisory Committee members Janet Flores and Ron Sharp.

The 2019 Board of Directors who were either elected or appointed in accordance with Vantage West’s bylaws are: Oscar Lizardi, Olivia Smith, Frank Trembulak, Dona Franko, Doug Zimmerman, Matthew Woods, Maricela Meza, Manny Lucero, and Jose Rincon. The Membership overwhelmingly approved ratification of the Credit Union’s restated bylaws, amendment to the Credit Union’s Certificate of Organization, and the Official Compensation Policy.

Disclosures

*Workshop schedule subject to change.

The Social Security Administration is an agency of the federal government and does not endorse or promote the products or services of Vantage West Credit Union or any other private group.