Board of Director - HIUSA FCU



 
 
 

 


EMPLOYMENT HISTORY: Hawaii Department of Education

1998 - 2014: Nu`uanu Elementary School: Technology Resource Teacher & Librarian / Media Specialist.

1996 - 1998: Waialae Elementary School: Multimedia Learning Center Facilitator

1995 - 1996: Pohakea Elementary: Technology Resource Teacher. (High-need children)

1992 - 1995: Campbell Complex/Leeward District Office (11 Schools): Technology Resource Teacher.  (High-need children)

Assisted Campbell Complex and Leeward District schools with: general assessment of present and future technological needs.

1990 - 1991: General Education Branch, OIS: Computer Education Specialist II.

Planned, designed, and developed the state computer education program for all students, grades K-12. Identified pre-service and inservice training needs of teachers and coordinates with districts in designing training programs.

1991 - 1992: Waialua Intermediate & High School: Math Teacher.

1990 - 1992: Moanalua High School: Adult Education Computer Literacy Teacher.

1987 - 1990: Pearl City High: Computer Science and Math Teacher.

1984 - 1987: Waianae High School: Math Teacher - (High-need children).

1984 and Summers from 1984 - 1986: Moanalua High School: Math Teacher.

1983: McKinley High School: Math Teacher (Student Teacher).

1983:  Kaiser High School: Observation / Participation

1983: Maryknoll Elementary School: Observation / Participation

Summer, 1982: Department of Health, Research & Statistics: Health Surveillance: Volunteer Statistical Research Assistant

Fall, 1980: University of Hawaii, Central Accounting: Accounting Assistant

1975-1984: Dole Pineapple Cannery, Processing Department: Temperature Regulator & Inspector, Palletizer / Seamer Operator

 

University of Hawaii, Outreach College: Technology and Math Instructor:


Professional Development Teacher Trainer

1993 - Present: University of Hawaii, Outreach College: Technology and Math Instructor State/District Summer Institute. Taught 10 summers TECS, ETEC and EDCI courses through College of Continuing Education and the Department of Education. The courses covered topics in technology and mathematics.

Summers, 2000-2001: Nuuanu Elementary School, Technology Classes

Summers, 1998-99: Nuuanu Elementary School, Technology Classes

Summers, 1996-1997: Waialae Elementary School,Technology and Math Classes

Summer, 1996: Aliamanu Intermediate School, Math Classes

Summers, 1993-1995: Ewa Beach Elementary School, Technology Classes

Department of Education, "B" Credit Classes: Technology Instructor at:

Summer, 1999: Nuuanu Elementary School, TLCF: Hyperstudio Basics

Spring, 1997: Waialae Elementary School,Technology Classes

Summer, 1993: Ewa Beach Elementary School, Technology Classes

 

Professional Entertainer

1992 – Present: Magician & Balloon Entertainer

International Awards & Conference Presenter: International Brotherhood of Magicians (IBM),  Society of American Magicians,(SAM), Texas Association of Magician's (TAOM), Pacific Coast Association of Magician (PCAM), Fellowship of Christian Magician's Convention, New Zealand International Magicians Convention, Hong Kong Convention, Japan Convention, and Canadian Association of Magicians


Kelvin Chun | People on the Move






About HawaiiUSA FCU

HawaiiUSA Federal Credit Union is a not-for-profit federally insured financial cooperative owned and operated by our members. Chartered in 1936, we serve individuals in the field of education including employees, retirees, students and their parents of Oahu schools except secondary schools in Honolulu.

Vision Statement:

HawaiiUSA will be recognized as the "Life matters" organization that makes financial dreams come true.

Mission Statement:

HawaiiUSA improves our members' lives through our "Life matters" commitment.

Core Values:

At HawaiiUSA Federal Credit Union we are joining together to make

a positive difference in people’s lives. Our Core Values guide the way we make decisions. 


Honor: Value the individual. Treat each person with dignity.  Strengthen relationships with enthusiasm, energy and compassion.

Integrity: 

We are trusted; we do what we said we would do

We are respectful and honest in every business and interpersonal dealings
We consider the impact on others; we make decisions based on what’s best for the 
members, the organization, and our teammates

Innovation / Continuous Improvement: Be flexible, seek new and better ideas.  Embrace change, creativity, and innovation to respond to opportunities.

Unity: 

We bring to life our organization’s vision and culture of helping one another 

We support and work with others until the goal is achieved
We collaborate to resolve conflict and create win-win relationships

Share one vision. Earn the trust of others through honesty, fairness, and professional conduct.


Service: 

We create a positive impression/outcome during each interaction

We build strong member confidence and satisfaction

Our members and employees find value in interacting with us

Build lifelong relationships through caring genuine hospitality, and superior service.  Provide members extraordinary value.


Achievement: 

We are true to our profession and continuously seek to renew our skills and knowledge level

We are responsible and strive for personal accountability for results

We are resilient; we overcome obstacles, changes, and challenges

Strive to be the best.  Take personal responsibility and fulfill commitments promptly and in a timely manner.

HawaiiUSA’s mission is to be the primary provider of financial services to our members. 

Our Board of Directors and staff pledge to achieve this goal through a total commitment to service excellence. 
We will maintain financial strength and stability to support growth and to provide diverse services to our members.

Member deposits are insured up to $250,000 by the National Credit Union Administration.

Credit Union History


This is a common question with a not-so-common-knowledge answer. Credit unions are not-for-profit financial institutions, owned by their members. Members pool their money for the credit union to lend to other members. Profits earned are returned to members in the form of lower fees, higher dividends, and/or other benefits. Hence, the credit union motto, “People helping people.” 

HawaiiUSA has been living this motto for 80 years. From our roots as Oahu Teachers No. 3 Federal Credit Union serving Hawaii Department of Education employees, retirees, students, and their parents, to the many businesses and associational groups we welcome today, helping people is simply what we do; or shall we say, it’s what all of you – our members – do!

HawaiiUSA Federal Credit Union has been providing financial services to our members for over 80 years. 
In 1936, teachers and principals on the Island of Oahu bonded together to form three credit unions based on grade levels that took advantage of the new federal regulations enabling organizations with a common bond to form credit unions.

Our Credit Union opened its doors on November 6, 1936 as Oahu Teachers No. 3 Federal Credit Union. Our field of membership was comprised of elementary school teachers of schools in the Honolulu District, as well as teachers of schools of all grade levels in what was then called “rural” Oahu. Over the years, our credit union benefited from the tremendous growth of population and the corresponding expansion of the school system in the Leeward, Central and Windward districts.

Our credit union ended its first year of operation with 138 members and assets of $4,499. We have since grown into the largest credit union in Hawaii by asset size of more than $1.5 billion, and is also the largest credit union by membership with more than 131,000 members being served through 14 branch locations on the islands of Oahu and Maui.  

The membership has changed to include not only teachers, but also principals and other school employees such as secretaries, counselors, cafeteria workers, volunteers and janitorial staff. Employees of all schools (not only elementary) outside the Honolulu school district as well as students and parents are eligible to join. In 1971, our name was changed to Oahu Educational Employees Federal Credit Union.

For many years, the membership remained predominately teacher and school oriented, providing a stable yet maturing membership base. There were several amendments to our charter expanding the field of membership to its current approved position, which include 5,800-plus Select Employee Groups (SEGs). A significant membership amendment occurred when the definition of immediate family member was revised to include those living outside of the household.

On February 23, 2000, the Board of Directors approved to change our name to HawaiiUSA Federal Credit Union. This process of a name change was important not only to accurately reflect the changes in our membership but also to gain a marketing advantage for membership expansion. Although our core membership and focus remains with the educational community, the passage of legislation by Congress allowed HawaiiUSA FCU to aggressively seek membership expansion through Select Employee Groups. After months of planning and pre-notifications, the conversion to our new name was completed on July 1, 2000. Our new name better depicts our current field of membership and lays the foundation to provide service to our members statewide and possibly nationwide.


Board of Directors:

assume fiduciary responsibility, 

do not receive compensation, 

and may require many hours of time commitment. 

Some of the skills and competencies needed are:

Ability to understand and appreciate the Mission of HawaiiUSA and needs of its members;

Independent-minded to advocate for the members’ best interests;

Financial literacy encompassing a working familiarity of basic finance and accounting practices and procedures;

Risk Management experience in evaluating the opportunities and challenges of HawaiiUSA in the financial services industry;

Governance experience to lead HawaiiUSA in its Life matterscommitment; and

Diplomacy and strong network of community contacts.

Professional Development:
Today’s credit unions demand board members make strategic, effective decisions. The board must regularly review to ensure the board and credit unions operate at the highest levels.



Degrees, Certifications, Licenses:

June 30, 2016: Computer Education K-12, Mathematics 7-12; Hawaii Teacher Standards Board.

September 15, 2015, August, 2017: Certified Credit Union Volunteer (CCUV)  Board of Directors Certificate.


June 23, 2015, July 6, 2017: Certified Volunteer Expert Course, National Association of Federal Credit Union.

August 2009: Elementary K-6, Economics K-12, Mathematics K-12; Certificate of NCLB Highly Qualified Teacher.

Education: University of Hawaii (UH)


May, 1995: College of Education, Master of Education (M. Ed.), Major: Educational Technology.

May, 1993: College of Arts and Science, Graduate Certificate, Major: Telecommunication Information Resource Management (TIRM).

May, 1986: Leeward Community College, Major: Accounting, Associate in Science (AS).

May, 1985: Leeward Community College, Major: Information and Computer Science (AS).

December, 1983: College of Education, Professional Diploma (PD), Major: Secondary Education - Mathematics.

May, 1982: College of Business Administration, Bachelor of Business Administration (BBA), Major: Business Economics & Quantitative Methods.



Credit Union National Association


September, 2015: CUNA Volunteer Certification Program


Areas of Study

CUNA Volunteer Achievement Program, Hawaii Credit Union League and the Credit Union National Association, Inc.

 
 
 
 
 
 
 
 


September 29, 2015:

Thomas Doig Certificate and Pin
Awarded when any 48 VAP courses are completed including the prerequisites V01, V02 and V03

September 21, 2015: Strategic Planning Certification.

September 16, 2015: Governance Certification.

September 16, 2015: CEO Oversight Certification.

September 16, 2015: Board Operations & Development Certification.

September 15, 2015: Safety and Soundness Certification.


September 11, 2015: Regulatory Compliance Award


September 11, 2015: Credit Committee Award


September 10, 2015: Dora Maxwell Certificate and Pin
Awarded when any 42 VAP courses are completed including the prerequisites V01, V02 and V03

 

September 2, 2015: 

Louise Herring Certificate and Pin
Awarded when any 36 VAP courses are completed including the prerequisites V01, V02 and V03


September 2, 2015: 

Alphonse Desjardins Certificate and Pin
Awarded when any 30 VAP courses are completed including the prerequisites V01, V02 and V03


September 2, 2015: 

Roy F. Bergengren Certificate and Pin
Awarded when any 24 VAP courses are completed including the prerequisites V01, V02 and V03


September 2, 2015: 


Friedrich Raiffeisen Certificate and Pin

Awarded when any 18 VAP courses are completed including the prerequisites V01, V02 and V03

 


September 2, 2015: Credit Union Services Award 


September 2, 2015: Supervisory Committee Award


August 26, 2015: Board of Directors Award


August 26, 2015: Board Financial Literacy Certificate

August 26, 2015:

Credit Union Leadership Certificate and Pin
Awarded when leadership courses Strategic Credit Union Leadership (V700), Directing Effective Teams (V701), and Maximizing Board Performance (V702) are completed in addition to the prerequisites V01, V02 and V03


August 26, 2015:

Edward Filene Certificate and Pin
Awarded when any 12 VAP courses are completed including the prerequisites V01, V02 and V03


Credit Union - Committee / Training:


2016-2017  HIUSA FCU Board of Director Vice Chair

2014:  Present: HIUSA FCU Board of Director Volunteer


2001 - Present: HIUSA FCU Volunteer: Technology, Entertainment, & Golf Committee

Kelvin served on the following committees: Scholarship, Technology, Golf, Annual Banquet, Personnel, Loan Policy and Review, Workforce, Strategic planning, Governance, and Asset-Liability.


Conferences:
Directors will return to their board better able to contribute, provide strategic direction, and face the changing landscape of the credit union movement.

April 6-8, 2017: Next Generation Solutions: (Kauai), HCUL 79th annual convention
April 21-23, 2016: (Waikaloa, Hawaii), HCUL 78th annual convention
August 18, 2015: (Honolulu), CU Volunteer 202 workshop 
April 23-25, 2015: (Honolulu, Oahu), HCUL 77th annual convention
May 15-17, 2014: (Wailea, Maui), Bridge to a Better Future, HCUL76th annual convention



August 4-7, 2015: Las Vegas, NV, 39th Director's & CEO Leadership Convention

November 6-9, 2014: Las. Vegas, NV, Reaching your Members in the 21st Century

June 24-28, 2017: Congressional Caucus in Washington, D.C.
America's Credit Union Conference, Las Vegas, NV

September 10-13, 2017: 
June 13-16, 2017:

50th Annual Conference and Solutions ExpoHawaii Convention Center

June 14-17, 2016: Nashville, TN, NAFCU 49th Annual Conference and Solutions Expo
June 22-27, 2015: Montreal, Canada, NAFCU 48th Annual Conference and Solutions Expo

International Summit of Cooperatives
October 11-13, 2016: Quebec City, Canada, Cooperatives, the Power to Act

Webinar
What Directors Should Know About CECL, ALLL, and New Credit Impairment Standards (03/2016)


June 26, 2014: Accounting & Risk Seminar, Waialae Country Club/ Kwock & Company CPAs.
June 26, 2014: Watchdog Mini Series #18: Strategic Planning,Waialae Country Club/ Kwock & Company CPAs.

April, 11, 2008: Internet and Computing Core Certification (IC3), Certiport.

March 18, 1993: Facilitative Leadership, Interaction Associates Seminar.

State why you would like to serve as a Board of Director

I would like to serve as a Board of Director to represent our members, to promote the "Life Matters" concept, and be a visionary to strategically plan for the future.

As a lifelong educator, I believed in "ikigai." Everyone has an ikigai which is essentially waking up every day and enjoying life. I have taught my students valuable life lessons and promoted this lifelong concept.  These concepts were instilled by my parents, teachers, and mentors.  In fact, my parents believed in the credit union concept and started my account in 1961 (Hawaii State FCU), and 1979 (Pearl Harbor FCU).  I joined HawaiiUSA FCU in 1991 as an educator.

I have volunteered as a Board of Director (since 2014) and on the following committees (since 2001): Scholarship, Technology, Golf, Annual Banquet, Strategic Planning, Personnel, Loan Policy and Review, Governance, and Asset-Liability.

My background in Business Administration, Secondary Mathematics, Educational Technology and professional development activities have advanced my understanding of issues affecting our credit union. I have kept abreast of the latest global, financial, and technological developments.

I have completed numerous certification programs from both National Association of Federal Credit Union and Credit Union National Association, Inc. From daily operations to board governance, my ability to understand and analyze issues is critical. The Board of Directors work in partnership to strive for excellence. I am committed to the credit union industry and appreciate the opportunity to serve its members by providing superior financial products and services. Thank you for your support.



On-line Exams:
Today’s rapidly changing credit union climate has credit unions relying more heavily than ever on the leadership skills of their elected officials.  In fact, to keep up with this pace more and more credit unions are requiring continuing education for their volunteers.  CUNA’s Volunteer Achievement Program (VAP) helps volunteers learn how to work together effectively, make informed decisions, and improve credit union performance.






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