This year's ANNUAL MEETING will take
place online "virtually" using Zoom.
 


We will be covering topics such as the state of our credit union and the presentation of the 2 directors on our board that are up for re-election, Charles Coon and Valerie Newsom.   Our meeting will include a poll for the voting process.

Charles Coon – Charles has been a member of Southwest Heritage Credit Union since 2009, served as an advisory director beginning in 2010 and has been a board member since 2014. He currently serves as the Treasurer of the Board, the Chair of the Supervisory Committee and as a member of the Nominating Committee. Charles has over 35 years of experience in the oilfield industry, holding various management positions. He looks forward to representing the members of Southwest Heritage Credit Union and continue the efforts to improve our credit union.

Valerie Newsom – Valerie became a member of Southwest Heritage Credit Union in 2017 and joined the board as an advisory director in March 2017, becoming a board member at the end of 2017. Valerie has served as the Chairman of the Board for the last 2 years. She also serves as a member on the Asset Liability Committee and the Directors Loan Committee. Valerie graduated from the University of Northern Iowa with a degree in Accounting. She began her professional career in public accounting and transitioned into roles as Manager of Financial Reporting or Controller for certain public companies. Valerie is a CPA and is Controller at Interstate Treating, Inc./RAMA Fabrication. She has one son, who is an engineer in Boston; she would love for him to move a bit more south.

To register for the meeting, please follow these steps:
 

  1. Click the REGISTER button below.

  2. Fill out the simple registration form.

  3. Within 1-2 business days you will receive a Confirmation email.

    NOTE: Please do not delete this Confirmation Email, as it will contain the link required to join the meeting and also a link with instructions detailing how to join the meeting. 

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