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Leadership & Legacy

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Leadership & Legacy - Page Text Content

S: Leadership & Legacy - William F. Marquardt

BC: Leadership & Legacy 2010 | Made by Mary Ellen with the support of the entire CCCU family

FC: Leadership & Legacy

1: Leadership & Legacy William F. Marquardt | Then and Now - 1993 and 2010 Programs and Philosophies Milestones Associations Retirement Tributes Mingled Memories

2: Bill started his career with CCCU on September 7th 1993

3: Then and Now 1993 and 2010

4: 1993 | Assets $67,392,548 | Members 21,559 | Staff 58 | Branches 4 | ATMs 3 | SEGs 30 | Making

5: 2010 | Assets $280,431,176 | Members 43,375 | Staff 121 | Branches 9 | ATMs 26 | SEGs 209 | History


7: Programs and Philosophies

8: IDEAS THAT WORK | Member Products Encore Checking High Yield Accounts Encore Loans Indirect Loans CU Ride Courtesy Pay - started research in 1998!

9: Employee Benefits Gainshare Program Sandy Bernier Scholarship Part time benefits | Member Services D.A.R.E. Program AutoBranch Created Membernet Members Assistance Resource Center Business Development Branch Playrooms Partnership with C.O.K.

10: IDEAS THAT WORKED | Sandy Bernier Scholarships | Sandy Bernier

11: Children's Playroom at Branches

12: AutoBranch Opened 2003

13: Bill's first priority is always member service. For years we have all complained about the treatment that members get at car dealerships. Bill decided to do something about it by opening up our own dealership and partnering with an established used car dealer. Members are treated based on Bill's member service philosophy. The location includes a used-car dealership, a new car buying service plus a full-service Shared Branching facility. In addition, we have partnered with 13 local credit unions to provide excellent cars at reasonable prices; available to the majority of South Florida Credit Union members.

14: Mission To provide high value products and outstanding service through convenient, efficient delivery channels where members can earn more and keep more of their money. Key Values Our most important value is providing outstanding service and high value products. Our success depends upon our employees. We will foster a supportive team environment where our employees can develop to their full potential and contribute to the ongoing success of the organization. Our organization is a not-for-profit, member owned, volunteer led credit union adhering to and promoting the philosophy of “people helping people” regardless of their race, creed, gender, age, or economic status. Our continued safety and soundness are fundamentally important to our existence and shall be maintained by prudent operational and financial management.

15: Vision (the next decade of service to members) City County Credit Union’s vision is to become the premier financial institution in Broward County, Florida. Membership will be broad based and open to those who could benefit from Credit Union services. Our image will be that of a professional, yet friendly institution dedicated to providing its members with sound unbiased financial advice, high value products, and outstanding service. We will provide convenience through a network of local branch offices, shared facilities, and a selection of efficient delivery systems such as the Internet, telephone, and ATM’s. We will be recognized for our cooperative spirit within the Credit Union movement and the way in which we respect and work with our members, employees, business associates, and our community.

16: Insightful Leader

17: Milestones

18: 9/7/93 Bill joins CCCU 1994 Purchased land around FTL for expansion 1994 CUNA - 10th in the USA and 1st in Florida for Loan Growth 1994 Moved Plantation Branch to Sunrise 1997 FiServ computer conversion 1997 Reached $100,000,000 in assets 1998 Created Membernet 1998 Rented new Headquarters building and opened Margate Branch 2000 Branch Opening - Express Center 2003 Reached $200,000,000 in assets

21: 2004 Purchased Headquarters building 2005 Complete overhaul of Service Delivery 2006 CUNA Best Practices Award - Sales and Service 2006 Paid out $1,000,000 in member dividends 2007 Return on Assets reached a high of 1.44% 2007 Branch Opening - Miramar 2008 Branch Opening - Lauderhill 2008 CU Magazine Article - Collections Practices 2009 CU Magazine Article - Beat the Repo Blues 2009 Branch Opening - Wilton Manors

22: Visionary

23: Associations

24: Associations | Florida Credit Union League, Broward Chapter, Director Florida Credit Union League, Service Committee Member Florida Credit Union Shared Services, Board Member Southeast Corporate, Board Member South Florida Acceptance Corporation, LLC, Founder Southeast Corporate Supervisory Committee City Services Group, Vice President Credit Union Executive Society Florida Credit Union Political Action Committee

25: Always happy to help Dedicated volunteer

26: Motivator | Scott Meyer

27: Retirement Tributes

28: Board of Directors

31: I want to take a moment to reflect on all that Bill Marquardt has done for us. I have worked for him for almost 10 years and knew him for a number of years before joining City County. He is an exceptional man. Bill’s philosophy has been one of financial soundness, including high capital and ROA. I remember conversations I had years ago with other credit union executives telling me that our capital ratio was too high, while theirs was 8%. They felt we didn’t give back enough to the member. Many of those executives, and some of those credit unions, are long gone, falling victim to the economy and bad strategies. Meanwhile, CCCU has weathered the storm and is still here providing value and outstanding service to our 43,000 members. While Bill is a smart businessman, he also cares about people. We’ve had no layoffs; we have excellent benefits, and a culture of integrity, communication and employee development. City County has grown and thrived under his leadership for 17 years. While much of what we have achieved has been through the hard work of our employees, it all started with Bill. We owe him a lot. On a personal note, Bill has been a great influence on my life. In his quiet way, he taught me a lot about financial management, risk taking and creativity. He taught me things you can’t learn from a book or a course. Bill, I credit you with helping me be successful. Be proud of what you created and rest assured that your legacy will live on at CCCU for many years to come. -Lloyd Gill

32: Senior Management Team

34: Bill, We know you as a proactive, visionary leader and you’ve proven that to us time and time again. You are constantly thinking of new projects and always looking for ways to provide creative member service while striving for operational efficiency. Although this was challenging from day to day, in the long run your desire for constant improvement served us well. Thank you Bill, for helping us realize that it’s not enough to be satisfied with where we are, we should always look for where we want to be in the future and find better ways to get there.

35: Senior Management Team 2010

36: You were always bravely at the helm, steering the Credit Union through sometimes turbulent waters. What stands out in my mind is your vision and brilliant direction that always kept us afloat. It has been my privilege to serve next to you for these almost 16 years. Aye, Aye, Captain! | Linda Weber

38: Support Services | "A boss creates fear, a leader confidence. A boss fixes blame, a leader corrects mistakes. A boss knows all, a leader asks questions. A boss makes work drudgery, a leader makes it interesting. A boss is interested in himself, a leader is interested in the group." - Russell Ewing. Bill, Thank you for being such a great leader.

40: Accounting

42: Sales

43: Bill, Thank you for your vision in making our sales culture what it is today. We are all grateful for having you as our leader.

44: Underwriting | Let's go make some loans!

45: Mortgages | Bill, You were always gracious and made time for us regardless of how busy you were. We will cherish all the lessons and memories and will continue to follow your direction and “go make those loans”. Love, Jo Ann & Susan

46: Loan Search! | Let's go make some loans! | Janna - always searching for loans and following Bill's mantra:

49: Collections | "REPO CHRISTMAS" (Tune of "Jingle Bells") Dashing through the streets Looking for your car You try to hide it well We know it can't be far We found your new address Our agents are so sly So now just when you least expect You kiss your car good-bye. Oh Repoman, Repoman It's too late to pay Oh what fun it is to nab Your car on Christmas Day. We have our agents call To say they have a gift But when you look outside You'll see it on a lift. Before you can hang up The tow truck's on its way We bet you never did suspect We'd work on holidays. Oh, Repossess, Repossess Now you wish you'd paid Oh what fun it is to lose Your car on Christmas Day. Your credit rating's shot You cannot buy a car No one takes your checks Now you can't go far We know you're quite upset Our tactics you dislike You didn't pay as you agreed So now you need a bike. Oh Repossess. Repossess We took your car today. Oh what fun it is to ride The bus on Christmas Day! "AND THIS IS WHY I LOVE MY JOB" – A Happy Collector

50: Branch Managers

51: All of us would like to thank you for your support, leadership and vision. You've been an inspiration to each and every one of us.

52: Human Resources and Training | I had a mentor years ago that used to always say, “When one door closes, another opens.” In my case, I was fortunate to find City County Credit Union in 1999. I noticed from day one that Bill Marquardt genuinely understood the power of knowledge by always being committed to providing employees with the resources, tools, and training programs that enabled continuous learning. Due to Bill’s vision, the Training and Development Dept. has come a long way from its beginning of stand-up-training to the present-day online learning, which makes training more accessible and maximizes our employees’ potential. I have known many leaders during my career, but no one like Bill, always focused and dedicated. I could go on writing ten years worth of experiences, but honestly, I just want to say that I am proud, very proud, to be part of the CCCU family and to have known and worked for one of the Greatest Leaders of the Financial Industry, Mr. Bill Marquardt. Marvin Jui

53: Compliance and Loss Prevention | Your "SAVINGS & LOAN LADIES" will miss your daily presence and thank you for your unwavering support.

54: Information Technology

55: Facilities | DIY

56: Business Development

57: “Thank you for your leadership and creative thinking that helped build the Business Development department to what it is today.”

58: Service | Bill, We came across a nice poem that reminded us of you: “The most beautiful people we have known are those who have known defeat, known suffering, known struggle, known loss, and have found their way out of the depths. These persons have an appreciation, a sensitivity, and an understanding of life that fills them with compassion, gentleness, and a deep loving concern. Beautiful people do not just happen." We’d like to take this time to thank you for all of your guidance and support throughout the years. You have been the Service Department’s most vocal advocate and we appreciate you believing in us!! As the poem indicates, beautiful people do not just happen; they live their life with zest and fervor and leave a mark wherever they go. You have left an indelible mark in our lives!! Thank you for everything!! With Love and Respect, The Service Department

60: SUN

61: All of us at the Sunrise Branch would like to say THANK YOU!! As we look into the future and what is to come, we can’t help but to feel grateful to you for being such a big part of our past, we are honored and humbled by having had the opportunity to work for such a great leader, visionary and outstanding human being. You will forever be a part of the success of City County Credit Union. Please know that you will be truly missed.

62: Mark Bugalski

63: I met Bill in 1989 when he was at Tropical. We worked closely together until I eventually proved myself as a worthy business partner to earn his respect. Our business relationship soon evolved into a friendship with Bill and his wife, Donna. My wife and I consumed many bottles of wine and enjoyed great dinners with Bill and Donna. During one of our dinners I realized that Bill was a tennis player. The next day we set up a match and that started our less than stellar weekly tennis routine. I would like to say that I let him win, but that would be a lie. Although Bill is almost 20 years older than me, client, friend, etc, we always had great games and we both played to win......lots of fun. After he won too many times for my pride to handle, I convinced him that golf would be a good sport to learn as an aging tennis player in his late 40's/early 50's. Since I have been playing for many years, I felt that the odds were in my favor on the golf course. Bill eventually took up the game and became an impressive golfer with more passion than I ever had for the sport.

64: Mark Bugalski | I will always cherish our friendship and business relationship. I respect Bill as a man with strong family values, care for his staff and membership, an innovator, and most importantly, a man of integrity. Bill never let our personal relationship influence his business decisions. I often felt that I had to work harder and continually prove myself to earn the right to serve City County CU. Bill's success and track record as a CEO speaks for itself. He has always put the needs of City County CU ahead of his own. Bill ensured that the Credit Union would thrive in the most challenging times and was positioned well for the future. Bill's legacy will be realized through every current and future member and staff associate. It has been my privilege to work with Bill and to call him my friend for the last 21 years. Mark Bugalski

66: Nancy Ritter | Bill, Thank you for the years that you mentored me. I will treasure the lessons I learned and cherish the memories and the friendship. Grateful that you were my mentor, my teacher, and my boss. Most importantly, thankful that you are my friend. We are thinking of you and wishing you the best! Ritter

67: Sandy Caldwell | Bill has a special place in my heart. He believed in me and had confidence in my abilities. He is an amazing mentor and I have learned so much from him in the years I was lucky enough to work for him. He has amazing vision and is a wonderful motivator. I have gained so many positive experiences during my time at CCCU and have also gained a friend! Sandy

68: 1 | I remember soon after I started working at CCCU, the management team and their spouses were invited out to dinner. In my past work life, I had never been out with upper management in a social situation. I was nervous and I didn’t know what to expect. I was afraid to talk and told my husband, Tom not to say too much. Well, we had a great time that night and in many times to come. Bill and Donna always made Tom and I feel comfortable to be ourselves in front of him. A few years later, Bill and I were at the airport going to Phoenix for a conference. Tom dropped me off at the airport and talked a bit to Bill while we were waiting. Bill later said he admired Tom because he was comfortable talking to anyone in any situation. I relayed this to Tom, he was touched - he has never forgotten this and never will. On that trip to Phoenix, I was the only branch manager, and the only woman who wasn’t a spouse attending the conference. I never expected Bill to spend his off hours with me, but he did. He spent time with me instead of playing golf with the other CEOs. We went to the Heard museum and on a Jeep tour of the desert. I am sure he would have rather played golf with the guys but he kept me company. He certainly didn’t have to do that, but he did because that was the kind of person Bill is. When I moved to Phoenix shortly after that trip, the only thing I knew I would miss about Florida was working for the credit union. I still feel that way. I love the credit union I work for now, but it’s not CCCU. Bill’s leadership and vision made the credit union a great place to bank and an even better place to work. Bill - I will be forever thankful for the opportunity you gave me to start my career in the ‘credit union world’. I have always admired you for being a visionary and thinking outside of the box. I loved to hear you talk about your ideas. You inspired me in my work and in my personal life. Thank you for that, I will never forget it. - Carol | Carol Salafrio


70: Tropical FCU Friends

71: Tropical FCU Friends

72: Tropical FCU Friends

73: I really enjoyed working for Bill at TFCU. We have great memories of many fun times. Nancy Perry

74: Compassionate

75: Mingled Memories

76: Golf

77: Palm Springs | Paris | Ireland | Fiji | Tucson | San Francisco | Aruba | Charleston | Las Vegas | Boulder | Hawaii | Greece | Phoenix | Orlando | San Antonio | Puerto Vallarta

78: "Very talkative"

79: "Deep Thinker"

80: "Observant"

81: "Friendly and concerned about family"

82: "always asked for work ideas"

83: "Fair"

84: "Cautious"

85: "Conservative"

86: "Focused"

87: "Skilled Negotiator"

88: "Pioneer"

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  • By: Mary E.
  • Joined: over 9 years ago
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About This Mixbook

  • Title: Leadership & Legacy
  • A look at the City County Credit Union career of Bill Marquardt
  • Tags: None
  • Published: about 9 years ago