In this week’s New York Minute, we’re celebrating the 90th anniversary of the Federal Credit Union Act and shining the staff spotlight on Taetum Crooker, the Association’s Events & Training Coordinator. Additionally, we’re congratulating the newest individuals appointed to various Association committees and boards, and we celebrate Michelle Dean and Brad Calhoun for being recognized on two prestigious lists. Get all the latest credit union news in the New York Minute!

Celebrating 90 Years of The Federal Credit Union Act

This week, we celebrate a significant milestone in the history of financial cooperatives in the United States—the 90th anniversary of the Federal Credit Union Act, passed on June 26, 1934. This landmark legislation was enacted during the depths of the Great Depression to promote financial stability and thrift by allowing credit unions to be organized under federal charters throughout the United States.

Over the past nine decades, credit unions have evolved from small, simple institutions into complex, major entities that continue to provide critical financial services to millions of Americans. As we commemorate this anniversary, we reflect on the substantial growth and positive impact of credit unions, fueled by the solid foundation laid by the Federal Credit Union Act.

To learn more about the history of the act and its impact, click below!

Staff Spotlight: Taetum Crooker

In this week’s Staff Spotlight, we introduce you to Taetum Crooker, our dedicated Events and Training Coordinator at the Association. Taetum plays a crucial role in organizing and managing our various training sessions, conferences, and most notably, EXCEL. With a background in banking, Taetum brings a unique perspective to her role that helps to tailor our educational programs to meet the specific needs of those on the front lines of financial institutions.

Outside of her professional life, Taetum keeps busy with her family and her creative hobbies. Dive deeper into Taetum’s journey and her contributions to the Association in her Staff Spotlight video.

Announcing New Appointments to Various Boards and Committees

The Association is pleased to announce its newest appointees to several key committees and boards within the organization. Appointments for the Governmental Affairs Committee, New York Credit Union Foundation Board of Trustees, FOCUS NY PAC Board of Trustees, and the Young Professionals Commission went into effect at the conclusion of the Association’s annual membership meeting on June 16, 2024. Please join us in welcoming the following:

Governmental Affairs Committee
Brian Andrews, The Summit FCU
Zamarr Allen, Bethpage FCU*
Daniel Belfield, AmeriCU Credit Union
Kendra Rubin, Broadview FCU
Andrew Weltman, Municipal CU

New York Credit Union Foundation Board of Trustees
Domenic Vero, Cornerstone Community FCU*

FOCUS NY PAC Board of Trustees
Jesse Reib, First Heritage FCU*

Young Professional Commission
Andrew Dart, Buffalo Metro FCU
Codie Peryea-Parnaby, Dannemora FCU
Emily Britton, Reliant FCU
Feruzi Merairi, Syracuse Cooperative Federal CU
Jacqueline McLean, Leatherstocking Region FCU
Kevin Datnarain, Sunmark CU
Leah Dubrey, UFirst FCU
Madison Sebella, Northern CU
Mary Sullivan, Western NY FCU
Zach Kniskern, Sidney FCU
Zech Morris, Alternatives FCU

These new appointees bring a wealth of knowledge and experience to their roles and are poised to contribute significantly to the advancement of Association goals and initiatives. We congratulate all on their new roles and look forward to their contributions to these important committees and boards!

*Young Professional Commission Designee

Michelle Dean Recognized By Long Island Business News

The Association congratulates Michelle Dean on being named to Long Island Business News’ list of Most Dynamic Women Leaders. As the President and CEO of Suffolk Credit Union since 2020, Michelle has been a driving force in the financial sector, known for her strategic vision and commitment to excellence. Under her leadership, Suffolk Credit Union has achieved significant growth and has been named one of the Best Credit Unions on Long Island consecutively.

Michelle’s dedication extends beyond professional achievements; she is actively involved in various community boards and truly embodies the credit union spirit. Congratulations, Michelle, on this well-deserved recognition!

To read more about Michelle and this recognition, click below!

Brad Calhoun Named as a Finalist for American Banker’s “Innovator of the Year”

The Association is thrilled to congratulate Brad Calhoun, President and CEO of Teachers Federal Credit Union, who has been named a finalist for American Banker’s 2024 Innovators of the Year award. This prestigious recognition highlights leaders who are steering the future of banking and financial technology through exceptional innovation.

Brad’s strategic initiatives and forward-thinking approaches have distinguished him as a pivotal figure in shaping the landscape of financial services. Congratulations to Brad on this achievement, which underscores his commitment to advancing the credit union mission. To see the full list of finalists, click below.

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In this week’s New York Minute, we’re recapping all the fun from EXCEL 24, New York’s Premier credit union event!

With EXCEL 24 officially wrapped, we extend our deepest gratitude to everyone who participated in this year’s convention. Special thanks to our Title Sponsor TruStage and all our additional sponsors who made this event possible. We are especially grateful to our keynote speakers—Scott Burrows, Vanessa Van Edwards, Christine Cashen, and Jason Hewlett—for their impactful and engaging presentations.

Highlights included the Welcome Reception sponsored by Alloya Corporate FCU, the Young Professionals Commission’s Trivia Night, the TruStage Golf Tournament benefiting the New York Credit Union Foundation, and the Wine Pull to benefit Children’s Miracle Network Hospitals. The Silent Auction to benefit the Foundation and our Casino Royale-themed Gala Dinner were also standout moments, thanks to your enthusiastic participation.

Thank you for your energy and commitment to the credit union movement. Your involvement ensures the success of our mission and sets the stage for the future of New York’s credit unions. We can’t wait to welcome you again next year!

TruStage Golf Tournament & Silent Auction Raise $36,000 for the Foundation

The TruStage Golf Tournament and the Association’s Silent Auction collectively raised a remarkable $36,000 for the New York Credit Union Foundation during EXCEL 24. Held at the picturesque Saratoga Lake Golf Club, the golf tournament garnered $25,000, offering participants a memorable experience for a noble cause. The following day, the Silent Auction raised an additional $11,000, featuring a wide array of coveted items and fostering a spirited bidding atmosphere among attendees.

Both events highlighted the generosity of our members and directly supported the Foundation’s mission to aid and advance New York’s credit unions. Thank you to all who participated and contributed to these successful fundraising efforts.

EXCEL24 Wine Pull Raises $10,000 for Children’s Miracle Network Hospitals

The Wine Pull event at EXCEL 24 brought both excitement and generosity to the forefront, raising $10,000 for Children’s Miracle Network Hospitals. For just $20, attendees participated in the surprise of selecting a “mystery” bottle of wine.

This activity sent participants home with unexpected surprises and benefitted CMNH’s crucial work with New York families. Thanks to everyone who contributed to making this event a resounding success, demonstrating once again the profound spirit and commitment of New York’s credit union community.

Were you ‘SEEN’ at the New York Credit Union Association’s Gala Dinner at EXCEL24?

The Times Union featured a photo gallery with some great shots from the EXCEL 24 Gala and Casino Royale Dinner. This grand finale of our conference brought attendees together for an evening of delicious dining, exceptional entertainment, and wonderful company. Event attendees can visit the Times Union website and scroll the gallery—you might find yourself in some shots!

Already planning for EXCEL25? Mark your calendars for June 12th through 15th at The Sagamore!

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In this week’s New York Minute, we’re highlighting exciting events with the kick off to EXCEL 24 and TruStage’s Discovery2024! We also introduce you to another member of the Association’s Board of Directors and celebrate one of the Association’s chapters making a very generous donation to support Oishei’s Children’s Hospital. Catch up with the New York Minute for all the latest New York credit union news.

Kicking Off EXCEL 24!

As you read this, we’re just getting started with New York’s most anticipated credit union event–EXCEL 24! For all of those joining us, we’re thrilled to have you! For all the details you need—from session schedules to speaker bios and more—be sure to download and use the NYCUA NOW App. It’s your ultimate guide to navigate the conference effortlessly.

We encourage everyone to share their experiences and takeaways. Post your highlights, insights, and favorite moments either on the NYCUA NOW App or across social media to engage with peers and expand your professional network. Let’s make EXCEL 24 a memorable event together!

Meet Our Board: Maggie Pope

Discover the inspiring journey of Maggie Pope in our latest Director Spotlight. As CEO of Mountain Valley FCU, Maggie has propelled the credit union from modest beginnings to a robust network serving thousands. Raised in New York and committed to the “People Helping People” philosophy, Maggie’s story of leadership and community dedication is a testament to the impactful roles credit union leaders play in their communities. Dive into her full story to see how she’s shaping the future of credit unions.

Tri-Chapter of WNY raises $13,000 for Oishei Children’s Hospital

The Association’s Tri-Chapter of Western New York’s Spring Gathering, held on May 14th in Amherst, proved to be a night of community spirit and generosity. During this gathering, members of the Chapter proudly presented a check for $13,000 to Oishei Children’s Hospital. This donation was raised through the chapter’s 2023 meat raffle and will support the hospital in its mission to provide specialized care to the region’s youngest patients.

John R. Oishei Children’s Hospital, a prominent pediatric facility in Buffalo, offers a comprehensive range of pediatric specialties and subspecialties to infants, children, teens, and young adults up to age 21, as well as maternity services for expectant mothers. As one of the few standalone children’s hospitals in New York State, Oishei Children’s plays an essential role in medical education as a teaching hospital affiliated with the Buffalo State University.

This donation by the Tri-Chapter of Western New York exemplifies the credit union mission of “people helping people,” highlighting their role in supporting important community assets like Oishei Children’s Hospital. The funds will help ensure that the hospital continues its vital work, providing exceptional care and making a positive impact on the lives of countless children and families.

Mark Your Calendar & Register Now for Discovery2024!

Registration is now open for Discovery2024, TruStage’s premier virtual conference, set for August 8th from 9 am to 4 pm CT. This free event offers a deep dive into future trends shaping the credit union movement, featuring expert insights on member expectations and innovation.

Attendees can look forward to a day packed with informative sessions including keynotes, expert panels, and spotlight breaks, focusing on topics from economic outlooks to digital transformation in financial services. Prepare to engage with thought leaders and gain valuable strategies to propel your credit union forward. For more details and to register, click below!

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In this installment of our Director Spotlight series, we’re thrilled to feature Maggie Pope, the dynamic CEO of Mountain Valley Federal Credit Union. Born and raised in New York State, Celebrating over a decade of leadership, Maggie has been at the helm of Mountain Valley’s impressive growth, expanding from one branch to four and boosting assets from $12M to $54M. Under her leadership, the credit union now proudly serves nearly 5,000 members. Learn all about Maggie and her journey!

Can you share a brief introduction about yourself, your background, and your professional journey?
I grew up in a small town in the North Country–AuSable Forks–I attended Catholic school during my elementary years and attended public school for my high school years, graduating in 1987. In high school, my interest in business and financial courses helped me decide my career path. I began my career working in the banking industry and eventually had the opportunity to join the credit union movement.

In 2005 I was lucky to join the credit union industry and today, I celebrate 14 years as CEO of Mountain Valley Federal Credit Union. During this time, I have had the opportunity with an amazing team–my board of directors, supervisory committee and staff–to grow our credit union from one branch to four and $12M in assets to $54M, serving almost 5,000 very loyal and amazing members.

Personally, I feel that being brought up by loving, caring parents helped me carry out and embrace the philosophy of “People Helping People!” I love going to work every day!

What drew you to the credit union industry?
The philosophy of ‘People Helping People’ is the main reason. I was brought up to always be willing to help, to listen, and to guide people to do the right thing. I love going to work every day where I make a difference in people’s lives.

What motivated you to join the Association’s board of directors?
As a small credit union CEO, I felt it was important to join and to be the voice of my peers for our asset size. I respect our past and current board members and felt that by joining the board, I could gain more experience to help my credit union grow and understand better what role our association plays in the success of our credit unions. The Association Board of Directors is truly dedicated and loyal to the credit union movement.

In your view, what makes the Association distinct from other financial associations?
I very much enjoy working with everyone at the Association–their commitment to helping credit unions in all aspects of our business is outstanding. They truly do convey the “People Helping People” philosophy of the credit union movement.

Why are credit unions important to New Yorkers and the broader community?
I feel credit unions are important in a way that they provide financial services to our communities in a more caring way. Sometimes members need to be given a chance–maybe it’s a second or even a first chance at obtaining a loan or other service that they could not get somewhere else. Credit Unions by nature are there for everyone!

What role do you believe a board member plays in the success of the Association?
I believe every board member, whether you are from a larger asset credit union or a smaller one, has different ideas, experiences and mindsets that can help the Association understand what we all need or want to accomplish at our organization.

Can you share a memorable moment or experience from your tenure on the board?
There have been so many amazing experiences in my short time as a board member–however, I feel that attending EXCEL events year after year always brings me back to why I love being a part of the credit union family! I feel every credit union professional should attend an Excel event at least once in their career.

What Association initiatives or projects are you most excited about?
I serve as FOCUS NY Chairperson and really enjoy the work we do for all our credit unions. From lobbying with our legislators in NYS to attending GAC in Washington–I really enjoy the work we do behind the scenes.

What advice would you give to someone considering a board position with the Association?
I would say go for it – you will learn so much from everyone on the board. I also feel it is a way of giving back – continuing the “People Helping People” philosophy.

In what ways has your experience on the board been rewarding?
Being on the board has allowed me to meet so many dedicated credit union professionals. Working with the entire board has made me realize that even though we all come from different asset sizes and communities demographically, we all share some of the same obstacles but we also share similar accomplishments on a different level.

Why should someone consider joining the Association board or becoming more involved with credit unions in general?
If you are a caring and outgoing person, the credit union movement is for you–being involved will help instill the positive things you bring to members’ lives. Like the old saying, “IF you do what you love, you’ll never work a day in your life.” This is exactly how I feel about working at my credit union and being an Association Board Member.

Outside of the Association and your professional life, what are some of your passions or hobbies?
The first passion I have is my family–I come from a large family–my immediate family consists of my parents, my son and son-in-law along with my two grand pups. I have a twin sister (yes, we are identical), my brother and sister who are also twins (22 months younger) and my little sister (who had a set of fraternal twin girls).

I love cooking, traveling and most of all riding my motorcycle. I have had a Harley Davidson for more than 25 years and the feeling of riding is just exhilarating. My first HD was a small 883 Sportster. Over the years I have had a Street Glide, Electra Glide and now a Heritage Softail which is my favorite.

Another passion I have is community volunteering. I serve on other various boards and volunteer at many events. Most recently, my family has been a huge supporter of the Alzheimer’s Association, because my dad was diagnosed several years ago. We are active in the “Ride to Remember” and raising funds for his assisted living home. A home that takes amazing care of him and my mom. Giving back is certainly a way of life for me.

What’s one book or resource you’d recommend to someone looking to understand the world of credit unions better?
If someone is already in the credit union movement, I would say attend CUNA Management School. I am a 2010 graduate, and it was a major turning point in my career. It is a must, in my opinion, if you are thinking of expanding your career!

Share a fun fact or a memorable anecdote related to your time at the Association.
Most recently, at State GAC, as FOCUS NY committee chair, we had a “day of giving” with a goal of $25,000. With help from the Association and fellow credit union staff and contributors, we were able to meet that goal. It was a great day for FOCUS NY!

From our insightful conversation with Maggie Pope, it’s clear that her journey is not just about numbers, but about the commitment to the ‘People Helping People’ philosophy. Her leadership at Mountain Valley FCU stands as a testament to the power of community and the potential of dedication. Maggie’s story reminds us all that true leadership is built on the foundation of care, vision, and relentless pursuit of positive impact.

In this week’s New York Minute, we’re looping you in on some exciting upcoming Association events. Plus, Teachers FCU makes a generous donation to Children’s Miracle Network Hospitals. Finally, prepare for EXCEL 24 by downloading the NYCUA Now app! Get all the details in the New York Minute.

Mark Your Calendar: Compliance Quarterly Session 2

Join us for the next edition of the Association’s Compliance Quarterly series! The upcoming session will focus on the Power of Attorney and its related compliance challenges. Mitch Pollack will guide attendees through critical topics such as the legitimacy of Power of Attorney, alterations to joint accounts and beneficiaries, the legality of agents adding themselves as joint account holders, and the recognition of out-of-state Powers of Attorney in New York.

Date: June 20, 2024,
Time: 11:00 am to 12:00 pm

This four-part educational initiative, spearheaded by our General Counsel, Mitchell Pollack, is designed to tackle the complex compliance landscape confronting credit unions today. Each session aims to clarify and address common compliance queries raised by our members.

Don’t miss this opportunity!

Teacher’s FCU Raises $600K for Children’s Miracle Network Hospitals

The Association is celebrating Teachers Federal Credit Union for their recent charitable contribution to Children’s Miracle Network Hospitals. Through their Second Annual Golf Tournament and various fundraising activities, Teachers FCU was able to contribute over $600,000 to the charity that funds critical care for children across North America.

Brad Calhoun, President and CEO of Teachers FCU, expressed his gratitude and enthusiasm for their ongoing support: “We are proud to support Children’s Miracle Network Hospitals and their essential role in providing critical care to children across the country. We are thankful to our partners, members, and teammates for playing a role in raising over $600,000 for Children’s Miracle Network Hospitals. We look forward to continuing these efforts for many years to come.”

The funds raised will play a crucial role in supporting the vital work of Children’s Miracle Network Hospitals. The Association commends Teachers FCU for their profound impact and for exemplifying the credit union mission of “people helping people”

For more details on this inspiring story, click below!

Last Call: Donate to the Silent Auction at EXCEL 24

Help us make a difference! Contribute to the New York Credit Union Foundation Silent Auction at EXCEL 24. This event features a variety of exciting items, from vacation getaways and event tickets to high-tech gadgets and exclusive memorabilia. Whether you donate a sought-after item or make a monetary contribution to fund a purchase, your participation fuels this a must-attend event.

We welcome donations of all kinds, from actual items to monetary contributions. Donated funds will purchase auction items on behalf of our generous donors. Your generosity makes our auction possible while supporting the credit union mission of “people helping people.”

To donate, please follow the link below and include an image of the item if applicable.

For more details or to discuss your contribution, please contact Kim Cartonia at kim.cartonia@nycua.org or member.relations@nycua.org.

EXCEL 24: Download the NYCUA Now App!

We’re excited to announce that the NYCUA NOW App is live and ready to enhance your experience at EXCEL 24! With the app, you can easily access the complete agenda, specific event timings, detailed information about speakers and exhibitors, and much more.

Stay organized, informed, and prepared to make the most out of every moment at EXCEL 24. Whether you’re looking to connect with peers, engage with key speakers, or explore exhibitor offerings, the NYCUA NOW App ensures you have everything you need to navigate the event seamlessly.

Download the app now to get ready for EXCEL 24!

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