NCOFCU - National Coalition of Firefighters Credit Unions

By Firefighters for Firefighters!
NCOFCU
Annual Meeting & Conference
Boston MA
October 2-5/2013
2
National Coalition of Firefighters Credit Unions Inc
2013 Annual Meeting & Conference
Questions about the hotel or conference schedule, consult
with our conference staff Bonnie Slater-deMont and Pam
Landry of ESP at – 508-429-2121 -- cell – 617-834-9850
[email protected] or any NCOFCU board member or
staff.
Boston Has It All
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Hotel Map
Meeting Agenda
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7-9
Speaker & Moderator Profiles
11-19
Conference Attendees
21-25
Percy Riley Jr. Scholarship Fund &
Volunteer of the Year
26
Credit Unions Serving Firefighters
28-29
Exhibitors
32-33
NCOFCU Inc.
34 - 37
Remember to bring your tickets!
Remember to bring your tickets with you to all ticketed events. They will be collected by staff as you enter the event or
meal function. If you forget, and some do, please see one of the event staff for assistance.
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Never Miss a Thing
Download our NCOFCU
conference app to your
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dashboard Event is “NCOFCU”
Access up-to-date schedules,
speakers, exhibitor profiles, detailed venue maps and
more all from your smartphone. Planning your day,
finding the booths you are interested in, connecting with
other people couldn’t be easier - and it’s free.
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Welcome to Boston
A BIG THANK YOU!
TO
The Board of Directors and staff of NCOFCU would like to acknowledge and extend our gratitude
to Bernie Winne and the Boston Firefighters Credit Union. This is the first convention presented by
the coalition and Bernie has met and exceeded the expectations of this Board. Bernie is an
exemplary example of the credit union motto people helping people. We look forward to their
continued support and guidance in our future events.
Chairman Michael Tobler CEO Albany Firefighters FCU, V. Chairman Gerald Horwedel
Chairman LA Fireman’s CU, Treasurer Gene Benick CEO Newark Firefighters FCU, Secretary
Michael McCormick Director San Diego Firefighters FCU, Directors Sean Costello Director
Boston Firefighters FCU, David Lantrip Director Houston Firefighters FCU, Frances Reed CEO
Firefighters Credit Union OK, Linda Williams CEO Akron Firefighters FCU, Scotty Shelton
Director Baton Rouge Firefighters FCU, Grant Sheehan NCOFCU Executive Director.
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Boston’s Got it All
Boston is an eclectic blend of sophistication and history. You can
easily uncover the city’s past while enjoying its distinctively modern
charm.
Explore the hidden gardens of Beacon Hill. Sample award-winning
cuisine at Boston restaurants or neighborhood bistros. Try handcrafted beers and taste-test some “chowdah.” Check out Boston
Harbor and enjoy a high noon or sunset cruise, a whale watching tour
or relax and people-watch along the new Harbor Walk.
Check out some of the top things to do in Boston

*Take a trip down the Freedom Trail, a 2.5 mile, brick-lined route that leads you to 16 historically significant sites.
Whether you want to go antiquing, or be transcended to a long ago land of cobblestone walkways, perpetually
burning gas lights and Federal, Greek-revival and Victorian architecture, Beacon Hill is the place for you.

*Kennedy Library Enjoy a self-guided tour through the Museum’s three theaters, period settings, and 25 dramatic
multimedia exhibits. Experience the powerful story of former President John F. Kennedy's life, legacy and
leadership, where you will spend two hours.

Boston is a performing artist’s city, whether you like music, theater or children's puppet shows, you can get artsy.

Hit any of the number of museums in the city to view great works of art, stand inside a stained glass globe or
experience the world of science.

Take a famous “duck tour!” By road or by water, you’ve never toured Boston in anything that comes close to this.

Check out Boston's “most enchanting street,” Newbury. There is something for everyone in the eight blocks filled
with salons, boutiques, and fabulous dining.
Enjoy some of New England’s most famous dishes, clam “chowdah.” Check out some of the best places to fill your
craving, according to Zagat.
 Neptune Oyster
A “pearl” “floating among red-sauce” joints, this “classy”, “divine” North End fishery specializes in “unreal
lobster rolls”, either “drenched with melted butter” or “New England–style with mayo”, plus “superb raw-bar”
be prepared for “expensive” checks, “sardine-can digs” and a “no-reservations” policy that leads to
“frustrating waits” – all “well worth it.”
 Atlantic Fish Co.
“After a day of shopping” in the Back Bay, “rest your feet” (if “not your credit card”) at this “reliable”
destination for a “real Boston seafood” experience (e.g. “amazing clam chowder in a bread bowl”), sidewalkdining area.
* Tour Packages
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The Westin Copley Place, Boston
10 Huntington Av. (617) 262-9600
Exhibits
Registration
Breaks
North
Center
South

Registration & Exhibits 4th fl. Lobby

10/2 -NCOFCU Annual Meeting Empire room7th fl.

10/2 Welcome Reception Huntington 2nd fl.

10/3 -CEO Breakfast Empire room 7th fl.

10/3 Attendee Breakfast American S. Room 4th floor

10/3-5 General Sessions American North 4th fl.

10/4-5 Networking Breakfast & Lunch American
Center 4th fl.
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2013 Conference Program
Wednesday, October 2
2:00 p.m. -- 5:00 p.m.
Attendee/Exhibitor Registration and Information -- American N. Foyer 4th fl.
5:00 p.m. -- 5:45 p.m.
NCOFCU Annual Business Meeting -- Empire 7th fl.
6:00 p.m. -- 7:30 p.m.
Welcome Reception, NCOFCU Update & Awards -- Huntington 2nd fl.
Michael Tobler NCOFCU Chairman
Thursday, October 3
7:00 a.m. -- 8:30 a.m.
Attendee/Exhibitor Registration and Information -- American N. Foyer 4th fl.
7:00 a.m. -- 8:00 a.m.
CEO Networking Breakfast -- Empire 7th fl.
Moderated by: NCOFCU
7:00 a.m. -- 8:00 a.m.
Attendee Networking Breakfast -- American South 4th fl.
8:00 a.m. -- 8:15 a.m.
NCOFCU Welcome / Mike Tobler, Chair, NCOFCU -- American N. 4th fl.
Flag Presentation
BFD Accapela Singers
8:15 a.m. -- 8:45a.m.
Edward Kelly, President Professional Firefighters of MA
Introduction by: Sean Costello
Cooperation between Firefighter Credit Unions and Labor Unions
8:45a.m. — 9:30 a.m.
Daniel Egan President MA Credit Union League
Credit Union Issues moving forward
9:30 a.m. -- 10:45 a.m.
Economic Update Steven Rick CUNA
Introduction by: Frances Reed
Steven Rick is the Senior Economist for CUNA & Affiliate’s Economics & Statistics
Department. Steve has been with CUNA since January, 1992. He conducts economic
research, teaches and lectures at various credit union schools and conferences across the
country and internationally and writes articles for CUNA publications.
10:45 a.m. -- 11:10 a.m.
Meet Our Sponsors -- American N. Foyer 4th fl.
11:10 a.m. -- 12:00 noon
Firefighters Credit Unions Up-Date
12:00 p.m.
Introduction by: Jerry Horwedel
Back by popular demand! Comments from credit unions as to HOT Topics, what is
new, what worked, what didn't
Depart for NCOFCU Golf & Tours
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Friday, October 4
7:00 a.m.
Attendee/Exhibitor Registration and Information — American N. Foyer 4th fl.
7:00 a.m. -- 8:30 a.m.
Attendee Networking Breakfast - American Center 4th fl.
8:30 a.m. -- 9:30 a.m.
Speaker / Buddy Gill of NCUA
Introduction by: David Lantrip
Buddy Gill is Senior Strategic Communications and External Relations Advisor to
the Chairman Debbie Matz of the, National Credit Union Administration (NCUA).
“For nearly fifteen years, Buddy has worked directly with credit unions of all sizes,
industry trade groups, federal and state lawmakers, policymakers, the media on
credit union issues and continues that work at NCUA.
9:30 a.m. -- 10:00 a.m.
Refreshment Break/Exhibitors
10:00 a.m. -- 11:00 a.m.
Speaker / Louis Hernandez Jr. - American N. 4th fl.
Introduction by: Jerry Horwedel
Louis Hernandez Jr. President CEO Avid Tech. Topic: Louis is a senior executive in
the technology sector, an author and a visionary about smaller community based
financial institutions.
11:00 a.m. - 12:15 p.m.
Round Table / Interactive Discussion on Current Hot Topics - American North
Moderator: Scotty Shelton
Mary Ann Clancy & Buddy Gill,
Topic: Panelists will lead a interactive discussion about current topics, such as
regulations and how does a small credit union survive the mountain of regulatory red
tape.
12:15 p.m. -- 1:15 p.m.
Lunch & Exhibits - American Center
1:30 p.m.. -- 2:30 p.m.
Speaker / Senator Elizabeth Warren MA - American North
Introduction by: Bernie Winn
Senator Elizabeth Warren MA Elizabeth Ann Warren is the senior United States
Senator from Massachusetts and a member of the Democratic Party. She was
previously a Harvard Law School professor. Warren is an active consumer
protection advocate and her work as a policy advocate led to the conception and
establishment of the U.S. Consumer Financial Protection Bureau.
2:30 p.m.. -- 2:45 p.m.
Refreshment Break/Exhibits - American N. Foyer 4th fl.
2:45 p.m.. -- 3:45 p.m.
Roundtable/Breakout Groups - American N. 4th fl.
Moderated by: Linda Williams
Panel will consist of attending CEO's and Directors
“What Do I See as Major Challenges to My CU in 2013/4? and how are firefighter
credit unions going to deal with them.”
3:45 p.m. -- 5:00 p.m.
6:00 p.m.
6:30 p.m.
Exhibitor, Reception - American N. Foyer 4th fl.
Reception Dinner Begin loading shuttles for Dinner at Union Hall -- Shuttles begin
departing at 6:00 p.m. The last shuttle leaves at 6:15 p.m. - Front Drive of Hotel 1st
level
Reception, Dinner Volunteer of the Year Awards Presentation / Mike Tobler,
Chair, NCOFCU Union Hall
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Saturday, October 5
7:30 a.m. -- 8:30 a.m.
Attendee Networking Breakfast
American Center 4th fl.
8:30 a.m. -- 9:30 a.m.
Asset Liability Management for Directors (ALM)
American N. 4th fl.
Introduction by: Gene Benick
Lee Chandler of Vining Sparks will present ALM for
Directors. Lee has worked extensively with credit unions,
providing tools such as asset liability models, scenario cash
flow models, as well as on-site board education. He is a
frequent speaker at credit union conferences and makes
regular board appearances for many of his clients.
9:30 a.m. -- 10:30 a.m.
Technology / Social Media and Firefighter Credit Unions
Introduction by: Grant Sheehan
We will address the most recent social media campaigns
being used by attending credit unions. They will discuss how
to set up , benefits and cons of using social networking.
NCOFCU will demonstrate (bring your mobile device) the
coalition’s social network and how important it is that the
attendees participate throughout the year.
There will be a closing drawing for an Apple IPad at the
conclusion of the presentation so the lucky winner can put
what they have learned to work! Must be present to WIN!
10:30 AM -- Till
Wrap-Up NCOFCU Chairman Michael R. Tobler
2014 Conference and Beyond
Please note this schedule is subject to change.
Remember to bring your tickets!
Remember to bring your tickets with you to all ticketed events. They will be collected by staff as you enter the event or
meal function. If you forget, and some do, please see one of the event staff for assistance.
Win An IPad
MUST BE PRESENT TO WIN
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Speakers & Moderators
Louis Hernandez, Jr., now CEO of Avid Technology Inc.
was Chairman of the Board and Chief Executive Officer of Open
Solutions Inc., a leading provider of collaborative enterprise technology to
community based financial institutions worldwide.
Mr. Hernandez is also the author of two books and numerous articles. His
most recent book, Saving the American Dream – Main Street’s Last Stand,
explores the intimate relationship between the American Dream, American
policymaking and America’s community-based financial institutions. In it,
Mr. Hernandez explains how key government policies aimed at supporting
the American Dream have unintentionally undermined its most important
values and institutions, and outlines what must be done to restore the dream
and rebuild the American economy. His previous book, Too Small to Fail,
explained why the leaders of community-based financial institutions are ideally positioned to lead the financial
services industry back to the center of economic vitality and drive economic growth - one community at a time.
As an advocate, Mr. Hernandez speaks out passionately on the unique value of America’s community based
financial institutions and the adverse impact that recent U.S. banking regulations have had on them. He recently
inaugurated a nationwide bus tour and petition drive to Save the American Dream, promoting policy initiatives
that are less punishing to small businesses and the community-based financial institutions that support them.
Mr. Hernandez has appeared before financial industry organizations such as American Bankers Association and
the Credit Union Executive Society, and he has been a frequent guest on Fox Business, CNBC, ABC News, and
Bloomberg TV, speaking on the topics of technology, economics, strategic planning and globalization. He also
has been featured on TheStreet.com, The New York Times, the Wall Street Journal and other prestigious
national and trade publications.
Mr. Hernandez is a recognized technology executive having been appointed by the Governor of Connecticut to
be vice chair of the Governor’s Council on Economic Competitiveness and Technology as a representative of
business with expertise in information technology.
Through his private foundation, Mr. Hernandez actively supports children’s issues and advances in healthcare
and education. Additionally, he is involved in a diverse range of community issues, including serving as a
member of the board of trustees of the Connecticut Science Center (a statewide cultural, entertainment and
educational institution) and a board member of the Connecticut Children’s Medical Center (an organization
dedicated to improving the physical and emotional health of children). The Cystic Fibrosis Foundation named
Mr. Hernandez a Community Leader of the Year in honor of his many contributions to the community. In
addition, he was appointed the “Distinguished Business Executive” in Residence at Eastern Connecticut State
University. This appointment by the Dean and Board of Trustees of the Connecticut State University System
gives recognition to his exemplary contributions and achievements in the field of business, his contributions to
society and his commitment to inspiring others.
Mr. Hernandez is a past recipient of the Hartford Business Journal’s Business Person of the Year and has been
named one of the Hartford Business Journal's top executives under 40 and was an Ernst & Young New England
Entrepreneur of the Year finalist. He was also named one of the financial service industry’s five most
innovative leaders, an Innovator of the Year and inducted into the Leadership Hall of Fame by Bank
Technology News, a national financial services publication.
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Speakers & Moderators
Senator Elizabeth Warren MA, a fearless
consumer advocate who has made her life's work the fight for middle class
families, was elected to the United States Senate on November 6, 2012, by
the people of Massachusetts. She won a hard fought nationally prominent
election with tremendous support from the Massachusetts credit unions and
the Professional Firefighters of Massachusetts.
One of the nation's top experts on bankruptcy and the financial pressures
facing middle class families, The Boston Globe said she is "the
plainspoken voice of people getting crushed by so many predatory lenders
and under regulated banks."
Elizabeth is widely credited for the original thinking, political courage, and
relentless persistence that led to the creation of the Consumer Financial Protection Bureau. President
Obama asked her to set up the new agency to hold Wall Street banks and other financial institutions
accountable, and to protect consumers from financial tricks and traps often hidden in mortgages, credit
cards and other financial products.
In the aftermath of the 2008 financial crisis, Warren served as Chair of the Congressional Oversight Panel
for the Troubled Asset Relief Program (TARP). Her independent and tireless efforts to protect taxpayers,
to hold Wall Street accountable, and to ensure tough oversight of both the Bush and Obama
Administrations won praise from both sides of the aisle. The Boston Globe named Elizabeth Warren
Bostonian of the Year and TIME Magazine called her a "New Sheriff of Wall Street" for her oversight
efforts.
Elizabeth Ann Warren is the senior United States Senator from Massachusetts and a member of the
Democratic Party. She was previously a Harvard Law School professor specializing in bankruptcy law.
Warren is an active consumer protection advocate and her work as a policy advocate led to the conception
and establishment of the U.S. Consumer Financial Protection Bureau. She has written a number of
academic and popular works, and is a frequent subject of media interviews regarding the American
economy and personal finance.
Born in Oklahoma City, Warren attended The George Washington University and the University of
Houston. She received a J.D. from Rutgers School of Law–Newark in 1976, and went on to teach law at
several universities before joining Harvard in the early 1990s.
She later served as Assistant to the President and Special Advisor to the Secretary of the Treasury for the
Consumer Financial Protection Bureau under President Barack Obama. In the late 2000s she was
recognized by publications such as the National Law Journal and the Time 100 as an increasingly
influential public policy figure.
In September 2011, Warren announced her candidacy for the U.S. Senate, challenging Republican
incumbent Scott Brown. She won the general election on November 6, 2012, and is the first female Senator
from Massachusetts. She was assigned to the Aging, Banking and Health, Education, Labor, and Pensions
committees.
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Speakers & Moderators
Steven W. Rick, Senior Economist CUNA
Steven Rick is the Senior Economist for CUNA & Affiliate’s Economics & Statistics
Department. Steve has been with CUNA since January, 1992. He conducts economic
research, teaches and lectures at various credit union schools and conferences across the
country and internationally and writes articles for CUNA publications. Steve facilitates
strategic planning sessions for credit union board of directors. He has authored a textbook
on asset-liability management for credit union executives. Steve also holds a Lecturer
position at the University of Wisconsin where he teaches various courses.
Mr. Rick has a B.A. in Economics from Moorhead State University; a B.S. in Finance from Moorhead University;
and a M.S. in Economics from the University of Wisconsin, Madison. He is also a Ph.D. candidate for a doctoral
degree in Economics at the University of Wisconsin, Madison.
Mr. Rick has nine years teaching experience in the following courses: macroeconomics, microeconomics, and
money and banking and the government’s role in the economy. He also has two years’ experience as a bank
simulation advisor for a computerized bank simulation game for the Prochnow Graduate School of Banking.
Steve can be reached at 800-356-9655, ext. 4285 or you can email him at [email protected].
Buddy Gill Senior Strategic Communications and External Relations Advisor NCUA
Buddy Gill is Senior Strategic Communications and External Relations Advisor to the Chairman Debbie Matz of
the, National Credit Union Administration (NCUA). “For nearly fifteen years, Buddy has
worked directly with credit unions of all sizes, industry trade groups, federal and state
lawmakers, policymakers, the media, and other industry stakeholders on credit union issues
and continues that work at NCUA. His keen strategic sense, communication abilities, and
credit union legislative successes are well known and respected nationally.
Buddy Gill works closely with Chairman Matz and NCUA’s Public and Congressional
Affairs team to design strategic messages and execute communication initiatives. He serves
as a liaison to the credit union industry and related stakeholders, advising the chairman
regarding how regulations are working at the credit union level, and how NCUA can better help credit unions
serve their members.
Gill joins NCUA after serving seven years as the chief advocacy officer and senior vice president of the Texas
Credit Union League. Prior to that, Gill ran his own strategic communications consulting firm, with the Credit
Union National Association as a core client, and Gill was a principal strategist and architect behind the public
relations efforts to enact H.R. 1151, the Credit Union Membership Access Act of 1998, into law.
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Speakers & Moderators
Mary Ann Clancy General Counsel and Sr. VP of Legislative
Affairs
General Counsel and Sr. VP of Legislative Affairs for the Massachusetts Credit Union
League. Mary Ann Clancy was among those inducted into the Credit Union House Hall of
Leaders this year honoring her work in the nation’s capital on behalf of credit unions.
Throughout her career at the Association she has served the credit unions of New
Hampshire, Massachusetts, and Rhode Island by providing them with valuable insight into
challenging legal and regulatory issues. She has done this while planning and executing
strategies designed to advance the legislative agenda set forth by the Association.
In addition to her efforts on behalf of local credit unions she has played an important role as
a credit union legislative advocate on the national level. She has been called on to sit on many committees to
craft credit union legislation and strategies.
Daniel F. Egan, Jr., President of the Massachusetts Credit
Union League
Dan currently serves as the President of the Massachusetts Credit Union League, New
Hampshire Credit Union League and the Credit Union Association of Rhode Island.
He is a past Board member of the Credit Union National Association (CUNA), and the Filene
Research Institute, and past Chairman of the American Association of Credit Union Leagues
(AACUL) and the Credit Union Legislative Action Council (CULAC). Dan is currently a
member of the Board of America's Credit Union Museum Foundation. He is the recipient of the "Buck Levins"
Political Action Award (2002), the AACUL Eagle Award (2006), and the Eugene Farley League Leadership
Award (2011).
Dan received a Juris Doctor degree from Boston University School of Law and an undergraduate degree in
Edward A. Kelly, President Professional Fire Fighters of
Massachusetts
President Kelly is a member of the Boston Fire Department, and past President of Boston Fire
Fighters IAFF Local 718. President Kelly previously held the office of PFFM Legislative Agent,
until he was appointed interim PFFM President in early 2011. In June, at the 2011 PFFM
Biennial Convention, President Kelly was formally elected to the office of President of the
Professional Fire Fighters of Massachusetts.
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Speakers & Moderators
Lee Chandler Senior Vice President Vining Sparks
Lee began his career in investments by joining Vining Sparks as a licensed representative
in 1991. Lee has worked extensively with credit unions, providing tools such as asset
liability models, scenario cash flow models, as well as on-site board education. He is a
frequent speaker at credit union conferences and makes regular board appearances for
many of his clients. He graduated from the University of Mississippi in 1988 with a
degree in business. Lee is based in Vining Sparks’ Breckenridge, Colorado
office. Vining Sparks is headquartered in Memphis, Tennessee, and has offices
throughout the United States and an international office in London. The firm has over
300 employees in cities across the United States. It has over 4,400 active customers which include
depository institutions, insurance companies, and money managers. The firm also ranks in the top 20
underwriters of new U.S. Agency debt. Member FINRA/SIPC.
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Speakers & Moderators
Michael R. Tobler CEO
Albany Firemen’s Credit Union
Bernie Winne CEO
Boston Firefighters Credit Union
Michael is a retired Battalion
Chief with 36 years from the
Albany Fire Department. He
has worked and managed the
credit union during his fire
department career. He has been
the CEO of AFFCU for 26
years. Currently he is a board member of Credit
Union Association of New York, Vice Chair of the
Capital Chapter of credit unions, and the Chairman
of National Coalition of Firefighter Credit
Bernie has 30 years’ experience
in the credit union movement in
senior management with
positions in operations and
finance and experience in both
community and industrial credit
unions.
He has been President and CEO of the Boston
Firefighters C.U. since April 2002. During that
time the credit union has increased total assets
from $75M to almost $200M and increased total
loans by more than 500%.
Unions.
Jerry Horwedel Chairman
Los Angeles Firemen's Credit
Bernie has a BS in Math and Secondary
Education. A MBA in Finance, and CAGS
(Certificate of Advanced Graduate Study) in
Finance. He is a Member of the Board of
Directors of the Massachusetts Credit Union
League and the Chairman of the Board of
Directors of the Credit Union Employees
Retirement Association.
After 35 years with the Los Angeles Fire
Department Jerry retired last year. Jerry comes
from a Firefighter Family with his Father and two
of his sons who are LAFD. He has been on the
Board of Directors Los Angeles Firemen's Credit
Union since 2002,
currently serving as
Chairman. Also on
the Board of Directors
Fire Family
Foundation established
by LAFCU to benefit
Firefighters and their
families and the
victims of disasters.
Gene Benick CEO
Newark Firemen Federal Credit Union
Gene, has been CEO of
Newark Firemen FCU for 10
years. Prior to that he held the
position of manager at FourSixteen FCU and Corporate
Controller for Millrose
Distributors. He holds a
Bachelor of Science in Commerce (Accounting
degree) from Rider University, Lawrenceville,
NJ. and is working towards a Masters of Business
Administration degree from Monmouth
University, West Long Branch, NJ. He is happily
married to Kathy of 31 years and has three grown
children and one beautiful new Granddaughter.
He serves NCOFCU as a director and holds the
position of Treasurer.
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Speakers & Moderators
Linda Williams CEO
Akron Firefighters Credit Union
Frances Reed, SCMS President/CEO
Firefighters Credit Union, OK
Linda is presently CEO of Akron Firefighters Credit
Union since March 1998. She has 42 years of
experience in banking and finance with the last 22
years in the credit union industry. Linda has a Masters
Degree in Clinical Counseling ( its
not in banking, although it often
comes in handy when dealing with
staff and members) Her current
affiliations are with NASCUS
Education Committee Chair.,
current Board Member of
NCOFCU and COSI ( Council on
Smaller Enterprises) in Cleveland.
Past affiliations are: Ohio Credit Union League, Ohio
Credit Union Council, (Appointed by the Governor for
2, 3 year terms )
Frances, a NCOFCU director, served
six years as a credit union Director;
2001 Graduate of Southwest CUNA
Management School; Served as
President/CEO for the past 15 years;
Served as a Director for the
Oklahoma Credit Union Foundation;
Serve on the Citizen Interview Panel
for firefighter candidates applying to the Tulsa Fire
Department. She presently is a NCOFCU director and
sits on the Conference Committee. Serves on various
local community and economic development
committees.
Michael McCormick Vice Chairman
San Diego Firefighters Federal Credit
Union
Michael presently serves as Vice
Chairman of the Board of
Directors for the San Diego
Firefighters Federal Credit
Union. For 8 years he served as
the Treasurer and the Chair of the
Assets and Liabilities Committee.
Michael retired as Captain after 28
years of service from the San
Diego Fire department. His fire service career
includes operational assignments in firefighting,
arson investigation, hazardous materials and
technical rescue. Michael also served 24 years in the
United States Coast Guard Reserve retiring as a
Chief Warrant Officer 4. His team served as
technical specialists in the fields of marine
firefighting, hazardous materials, EMS and the
Incident Command System. Michael is one of the
founding members of the board of directors of the
National Coalition of Firefighter Credit Unions
(NCOFCU) and holds the position of secretary. He
is a founding partner at Flex Partners, Inc. in San
Diego. Flex is an engineering services company
helping companies create new medical devices. He
is the Finance Partner and Secretary/Treasurer on
their Board. He earned his Master’s in Business
Administration and BA in Mathematics from the San
Diego State University and his AS in Fire Science
from Miramar College.
Scotty Shelton
Baton Rouge Fire Dept. Fed. Credit
Union
Scotty Shelton is a 28 year
veteran of the Baton Rouge Fire
Department where he is the
current Chief of Training. He has
an associate degree in fire science,
a bachelor’s degree in fire service
management and is a graduate of
the National Fire Academy’s
Executive Fire Officer Program. Scotty is
currently a member of the Board of Directors for
the Baton Rouge Fire Department Federal Credit
Union and an inaugural board member of the
National Coalition of Firefighters Credit Unions.
He is married to his wife of 27 years Melinda and
has two daughters Emily and Olivia. He is a
NCOFCU Director and serves on the Membership
committee.
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Speakers & Moderators
David Lantrip Director
Houston Texas Firefighters Fed. Credit
Union
Sean Costello
Boston Firefighters Credit Union
Sean is a 26 year firefighter
currently assigned to Ladder 19
in South Boston. He has served
10 years as a director with
Boston Fire CU currently and is
presently serving on the
investment and executive
committee. He is a NCOFCU
director and Chairman of the Conference
Committee. Sean lives in Mansfield, MA. With
his wife Meg, sons Ryan, Liam and daughter
Rachel.
David retired after 40 years of service, as Captain/
Paramedic, with the Houston Fire Department. His
last 27 years he was assigned as
EMS Supervisor. He presently
serves as a director on the board
of the Houston Fire Fighters
Federal Credit Union and has
held positions on the R&D
Nominating, Scholarship &
Supervisory selection committees. While serving
as a director he completed every CU/VAP course
and has received 15 Certificates and Awards from
CUNA and the Texas Credit Union League. David
attended the University Of Houston, taking classes
in Spanish, Psychology and Texas A&M
University for Fire Department Safety Officer
Certification, Houston Community College for
EMT & Paramedic Certifications. He is a lifetime
member of the Houston Livestock Show & Rodeo,
serving on the Safety Committee for 25 years,
3 years as Chairman during which time the the
committee won “FIRST RESPONDER
ORGANIZATION OF THE YEAR” for the State
of Texas, from Texas Department of Health.
He is very involved with his Church, having
served several years on the Pastoral Advisory
Board. He presently sits on the NCOFCU Board of
Directors. David is owner of 3 companies,
Pestaway Exterminating Company, Trip
Productions and J&Z Maritime Service’s.
Grant Sheehan Executive Director
National Coalition of Firefighters Credit
Unions Inc.
Grant currently serves as Executive Director of the
National Coalition of Firefighters Credit Union’s
Inc. After 26 years of service
with the City of Miami Fire
Department and Department of
Budget & Finance. He served
11 years as the President/CEO
of Miami Firefighters Federal
Credit Union after serving as it
board chairmen for 15 years.
During tenure as CEO and Board Chairman he
graduated from the Florida Credit Union
Management Institute at Florida State University
as a Certified Credit Union Executive and holds
the Edward Filene and Roy Bergengren awards for
VAP continuing education in Credit Union
philosophy and management and is a member of
the Credit Union Executive Society. He is also the
President/CEO of Sheehan’s Consulting LLC., a
consulting firm for credit unions and small
business.
19
20
Conference Attendees
Akron Firefighters Credit Union
161 Massillon Rd.
Akron, OH 44312
Tel: 330-798-1994
Fax: 330-798-0217
www.akfirecu.com
Linda Williams, CEO
Richard Gleghorn, President
Johnnie Player, Treasurer
Albany Firemen’s Fed. Credit Union
532 Central Ave.
Albany, NY 12206
Tel: 518-453-9748
Fax: 518-453-9726
www.albanyfiremensfcu.com
Michael R. Tobler, CEO
Dale Marie Tobler, Guest
Renee Cowan, Guest
Baton Rouge Fire Dept. Fed. Credit Union
11123 Boardwalk Dr.
Baton Rouge, LA 70816
Tel: 225-274-8383
Fax: 225-274-8371
www.brfdfcu.com
Cynthia Sages, CEO
Vic Sages, Guest
James “Bob” Whitaker, Vice Chair
Sabrina Whitaker, Guest
Al Comeaux, Chairman
Liz Comeaux, Guest
Danny Edwards, Secretary
Debra Edwards, Guest
Scotty Shelton, Director
Melinda Shelton, Guest
Howard Ward, Treasurer
Kim Ward, Guest
Boston Firefighters Credit Union
60 Hallet Street
Dorchester, MA 02124
Tel: 617-288-2420
Fax: 617-288-8750
www.bosfirecu.com
Bernie Winne, CEO
Edward Paris, Chairman
Ed Street, Director
Charlie Buchanan, Director
Larry Brennan, Director
Sean Costello, Director
George Patukonis, Director
Bill Dewan, Director
Ralph Dowling, Director
Dan Magoon, Director
Joe Nee, Director
Robert Ford, Director
Joseph Finn, Director
Richard Kelleher, Director
Tom Matthews, Director
Tom McCann, Director
21
Cambridge Firefighters FCU
113 Garden St
Cambridge, MA. 02138
617-864-2298
www.cambridgefirefcu.org/Contact.htm
Robert Mahoney, CEO
Michael Mahoney, Secretary/Tres.
Thomas Cauchon, Ast Manager
Chicago Firefighters Credit Union
6230 S. Central Ave.
Chicago, IL 60638
Tel: 773-581-5253
Fax: 773-581-5712
www.chicagofirefighterscu.com
Michael Dudak, Director V/Chair
Sandra Dudak, Guest
Bill Meyer, Supervisory Cmte.
Vivian Achen, Guest
Bernie O’Donnell, Supervisory Chair
Alice O’Donnell, Guest
Greg Kurcab, Director
Deborah Kurcab, Guest
Tom Doyle, Director
Maura Doyle, Guest
Matthew Sullivan, Supervisory Cmte.
Liora Sulllivan, Guest
Richard Ternes, Director
Chicago Firemen’s Assoc. Credit Union
2453 S. Archer, St E
Chicago, IL 60616
Tel: 312-791-0834
http://chicagofiremansacu.org/
Curtis Hudson, Director
Marc McDermott, Director
Darryl Moore, Vice Chairman
Denver Fire Dept. Credit Union
2201 Federal Blvd
Denver, CO 80211
Tel: 303-228-5335
www.dfdfcu.com
Mark Lau, CEO
Scott Simpson, Chairman
John Giese, Director
Larry Williams, Director
Robert Vallero, Supervisory Cmte.
F&A Federal Credit Union
2625 Corporate Center Dr.
Monterey Park, CA 91754
Tel: 800-222-1226
Fax: 323-264-3350
www.fafcu.us
Rich Andrews, President/CEO
Richard Russell, Supervisory Cmte
David Carnes, Supervisory Cmte
22
Firefighters Credit Union OK
9200 E. 41st St
Tulsa, OK 74145
Tel. 918-582-1191
www.firefighterscu.org
Frances Reed President/CEO
Michael Reed, Guest
Gordon Gingrich Chairman
Karen Gingrich, Guest
Firefighters Credit Union UT
124 W 1400 S, Suite 101
Salt Lake City, UT 84115
Tel: 877-658-7395
www.firefighterscu.com
Thomas Gourdin, CEO
Houston Texas Fire Fighters Fed. CU
4200 Kolb
Houston, TX 77007
Tel: 713-293-6610
Fax: 713-864-1142
www.htfffcu.org
Clint Hartmann, President/CEO
Anne Hartmann, Guest
Roger Campbell, V. Chairman
Sharon Campbell, Guest
Greg Collins, Director
Angel Collins, Guest
Brian McLeroy, Chairman
Bruce Koger, Supervisory Cmte.
Barbara Koger, Guest
John Burton, Director
Vicki Burton, Guest
Rick Flanagan, Director
David Lantrip, Director
Marcia Lantrip, Guest
Long Beach Firemens Credit Union
2245 Argonne
Long Beach, CA 90815
Tel: 562-597-0351
www.lbfcu.org
Paul Meisel , Director
Bill Fickling, Treasurer
Judy Fickling, Guest
Los Angeles Firemen's Credit Union
1520 W. Colorado Blvd.
Pasadena, CA 91105
Tel: 323-550-2234
Fax: 323-550-2249
www.lafirecu.org
Mike Mastro, CEO
Sharon Mastro, Guest
Jerry Horwedel, Chairman
Brenda Horwedel, Guest
Larry Metz, Director
Pat Engel, Director
Marsha Engel, Guest
Marv Williams, Director
Judy Williams, Guest
John Buck, Director
Lynn Buck, Guest
John Cermak, Director
Yvonne Cermak, Guest
23
Nashville Firemen’s Credit Union
908 Woodland St.
Nashville, TN 37206
Tel: 615-226-3473
Fax: 615-862-5433
www.nashvillefirecu.org
Bonnie Sensing, CEO
Addis Kendall, Treasurer
Newark Firemen Fed. Credit Union
P O Box 5086
Newark, NJ 07105
Tel: 973-589-7199
Fax 973-589-7494
www.newarkfiremenfcu.org
Gene Benick, CEO
Kathy Benick, Guest
David Daniels, Director
George Pianka, Treasurer
Donna Pianka, Guest
Bill Murnane, 1st Vice Chair
Irene Murnane, Guest
Phil Alfano, Director
Rosanna Alfano, Guest
Kenneth Blaha, 2nd Vice Chair
Kathleen Blaha, Guest
Philadelphia Police & Fire Federal CU
901 Arch Street
Philadelphia, PA 19107
215-931-0300
www.pffcu.org
Tony LaRosa, Chairman
Richmond Fire Dept. Credit Union
900 Hermitage Rd.
Richmond, VA 23220
Tel: (804) 354-0673
Fax: (804) 354-0684
www.rfdcreditunion.com
Wallace Garland, President
Glenn Grooms, Vice Prersident
William Bridgers, Chairman
Stacy Harris, Vice Chairman
San Diego Firefighters Fed. Credit Union
4926 La Cuenta Drive
San Diego, CA 92124
Tel: (619) 283-5477
Fax: (619) 283-1725
www.sdffcu.org
Ed Daley, CEO
Kathleen Proko, Exec. Vice President
Doug ONeal, Guest
Michael McCormick, Director
Mary Jo Morris, Guest
Lyn Lynch, Chairman
Jim Raines, Director
Judy Raines, Guest
Gayle Bates, Director
Marianne Bates, Guest
Bob Brock, Credit Committee
Rich Lillie, Director
Rhonda Lillie, Guest
John Bardsley, Supervisory Chair
Julie Bardsley, Guest
Leonor Parks, CFO
Dan Parks, Guest
Rea Douglas, Director
Jim Lockwood, Director
24
San Francisco Fire Credit Union
3201 California St.
San Francisco, CA 94118
Tel: 415-674-4800
Fax: 415-674-4681
www.sffcu.org
Janet Brock, Supervisory Cmte.
Mike Moran, Director
Syracuse Fire Dept. Employ. Fed CU
211 Wilkinson St.
Syracuse, NY 13204
Tel: (315) 471-4621
Fax: (315) 476-7204
www.syrfirecu.net
Jeff Fragale, CEO
John Cowin, Chairman
Joe Galloway, Director
Charlie Boynton, Director
Bob Whitehead, Director
John Hierholzer, Supervisory Cmte
Mike Monds, Director
Alan VanDonsel, Director/Super. Chair
Pat Foody, Supervisory Cmte.
.
The New Orleans Fireman's FCU
4401 W. Napolean Ave.
Metairie, La 70001
Tel. 504-889-9090
www.noffcu.org
Darryl Klumpp, Supervisory
Dennice Klumpp, Guest
John Hoolahan, Secretary
Shirley Hoolahan, Guest
Neil Dugas, Supervisory Cmte.
Krystal Dugas, Guest
Worcester Fire Department Credit Union
34 Glennie St.
Worcester, MA 01605
Tel: 508-752-1122
Fax: 508-831-9680
www.wfdcu.org
Doug Armey, Director
25
Percy Riley Jr. Conference Scholarship Fund
The National Coalition of Firefighters Credit Unions Inc. (NCOFCU), a not for profit corporation, has
established a Scholarship fund so that all firefighter credit unions will have the opportunity to attend
NCOFCU conferences regardless of their financial condition. It is often those that cannot budget to attend
that need the education and collaboration gained at the conference for their continued success.
It is an honor to name the coalition’s conference scholarship fund,
supported by contributions from member credit unions, vendors and friends
of NCOFCU, in honor of Percy Riley Jr. who served as Chairman of the
Board Richmond Fire Department Credit Union.
Percy Riley, Jr. attended his first meeting in 2002, and every year thereafter
through October, 2007 in Albuquerque. He brought his daughter and sonin-law with him along with Wallace Garland and Glenn Grooms that
year. He was obviously ill, but he came and attended the sessions. He died November 30, 2007. Had he
been able to attend future conferences, we are certain he would have. Right from the start, he served on the
Advisory Committee and assisted in establishing the idea of a coalition and developing the conference. He
was a very kind, caring, and volunteered his time so readily, so that is why we want to honor Percy by naming
NCOFCU's conference scholarship fund the "Percy Riley Conference Scholarship Fund".
By offering these conference scholarships, NCOFCU will be moving towards their vision of to educate,
create and maintain a climate of safety, soundness, innovation and unity among firefighter credit unions in
order to promote and enhance the initiatives of the firefighter credit union movement.
Volunteer of the Year Award
The National Coalition of Firefighters Credit Unions Inc. (NCOFCU) will honor a
volunteer whose outstanding contributions, to a NCOFCU member credit union
and to the credit union movement, make him or her eligible to be the proud
recipient of the "NCOFCU Volunteer of the Year Award". This is a terrific way to
honor a volunteer who has gone above and beyond the call of duty in your credit
union. Any NCOFCU member credit union Volunteer or CEO may nominate a
candidate. Simply explain why the nominee deserves to be recognized as
Volunteer of the Year. The winner will receive free registration to the next
NCOFCU Annual Meeting & Conference as well as a beautiful plaque to display in their home or office.
Nominees must be present at the convention in October to win.
26
27
Credit Unions Primarily Serving firefighters.
Name
Akron Firefighters
Albany Firemens
Atlantic City Firemen's
Aurora Firefighters
Baton Rouge Fire Department
Bloomfield Fire and Police
Boise Fire Department
Boston Firefighters
Cambridge Firefighters
Camden Firemen's
Canton Police & Firemens
Charlotte Fire Department
Chicago Fire Officers' Association
Chicago Firefighters
Chicago Firemans Assoc
Dayton Firefighters
DC Fire Department
Denver Fire Department
Des Moines Fire Department
Duluth Fire Department
East Orange Firemens
Elizabeth Firemen's
Emergency Responders
Erie Firefighters
Evanston Firemens
Evansville Firefighters
F&A
FASNY
FD Community
Fire Department
Fire Fighters
Firefighters
Firefighters
Firefighters Community
Fireman's
Fresno Fire Department
Gary Firefighters Association
Gloucester Fire Department
Hammond Firefighters Assn.
Harrison Police & Firemen's
Hartford Firefighters
Haverhill Fire Department
Honolulu Fire Department
Houston Texas Fire Fighters
Huntington West VA Firemens
Assets
Members Investments
$20,435,401
2,367
$2,136,792
$12,893,320
1,305
$3,884,334
$18,957,107
2,752
$4,005,409
$1,986,486
517
$600,523
$40,313,588
4,361
$806,373
$7,452,971
1,290
$3,021,000
$8,535,277
993
$2,863
$187,396,486
6,353
$37,472,951
$9,691,727
912
$2,676,347
$430,027
157
$2,301
$7,485,407
1,300
$1,393,879
$49,508,476
2,924
$26,986,428
$8,589,569
1,087
$3,765,962
$47,133,494
4,773
$7,614,137
$15,578,626
2,630
$5,992,834
$46,632,789
4,068
$14,147,424
$7,000,765
1,556
$500,000
$130,548,073
5,756
$90,462,855
$5,912,151
1,004
$1,018,842
$4,955,612
295
$2,543,062
$7,309,255
474
$2,236,568
$8,414,538
1,629
$4,769,446
$16,864,460
2,325
$4,163,800
$7,700,565
817
$3,667,796
$1,987,408
179
$958,540
$20,601,261
2,449
$7,131,634
$1,266,577,332
44,156 $944,758,755
$13,558,475
1,743
$6,240,861
$64,267,240
8,405
$19,327,951
$1,478,858
447
$438,570
$34,473,710
4,934
$5,267,277
$30,764,666
3,404
$3,797,177
$69,231,359
4,489
$4,461,959
$201,079,703
27,538
$39,003,172
$4,290,261
817
$104,353
$35,061,784
2,355
$17,458,000
$2,078,091
403
$300,830
$529,649
102
$114,734
$1,737,958
425
$910,000
$22,190,544
1,470
$14,730,715
$18,232,454
1,884
$9,641,865
$18,467,159
1,889
$4,437,491
$65,085,828
5,167
$44,541,483
$234,418,687
16,292
$84,515,824
$4,321,656
645
$1,203,070
28
Loans
Shares
$11,278,302
$18,641,920
$7,784,345
$11,180,374
$6,979,372
$16,915,439
$989,914
$1,812,388
$33,191,070
$32,860,639
$3,199,719
$6,523,448
$6,863,761
$7,671,317
$123,859,231 $164,192,519
$5,996,452
$7,750,621
$192,829
$389,887
$4,672,472
$6,721,486
$17,977,205
$43,499,075
$4,365,922
$7,274,609
$25,603,084
$42,033,234
$7,883,740
$13,377,113
$21,370,670
$38,375,642
$2,907,120
$5,893,207
$22,669,988 $114,556,652
$2,825,309
$5,097,006
$2,003,493
$4,054,050
$3,620,583
$5,771,243
$2,514,927
$7,375,527
$10,732,981
$14,647,194
$2,811,829
$6,948,292
$684,188
$1,668,934
$8,600,465
$18,422,691
$252,064,732 $1,080,300,819
$5,665,089
$12,350,638
$38,768,254
$57,987,789
$859,576
$1,192,592
$16,577,338
$28,825,453
$22,161,630
$26,661,113
$55,386,475
$60,005,812
$137,666,917 $175,441,030
$2,901,473
$3,277,050
$10,477,935
$30,280,434
$793,461
$1,442,002
$300,665
$345,221
$426,410
$1,419,422
$6,302,550
$20,448,827
$6,347,872
$15,754,132
$8,755,693
$16,270,764
$15,046,810
$57,798,687
$124,728,555 $199,442,477
$2,184,665
$3,697,266
Name
Jacksonville Firemen's
Jersey City Firemen
Joliet Firefighters
K C K Firemen & Police
Kenosha Police And Firemen's
Knoxville Firefighters
Lakewood Fire Fighters
Lancaster PA Firemen
Laredo Fire Department
Linden NJ Police & Firemen
Long Beach Firemens
Los Angeles Firemen's
Lowell Firefighters
Lynn Firemens
Macon Firemen's
Madison Fire Department
Miami Firefighters
Nashville Firemen's
New Haven Firefighters
Newark Firemen
Norfolk Fire Department
Omaha Firefighters
Peoria Fire Fighters
PFD Firefighters
Pittsburgh Firefighter's
Police And Fire
Professional Fire Fighters
Revere Firefighters
Richmond Fire Dept.
Roanoke Virginia Firemen
San Diego Firefighters
San Francisco Fire
Somerville Mass Firefighters
South Bend Firefighters
Spokane Firefighters
Springfield Firefighters
St. Louis Firefighters & Community
Syracuse Fire Department Employees
The New Orleans Firemen's
Toledo Fire Fighters
Topeka Firemen's
Trenton NJ Firemen
Waterloo Firemen's
Wilmington Police & Fire
Winston-Salem
Worcester Fire Dept.
Youngstown Firefighters
Total
Assets
$32,178,474
$9,376,739
$5,657,481
$11,140,617
$9,640,787
$25,653,573
$1,555,841
$787,232
$10,822,725
$10,495,538
$167,494,830
$854,820,790
$16,121,246
$12,650,789
$4,528,877
$3,738,951
$80,269,793
$19,102,637
$6,255,900
$19,664,576
$23,390,668
$51,281,190
$3,994,339
$23,662,843
$79,966,662
$4,143,581,256
$35,426,882
$5,984,494
$15,341,705
$2,723,617
$84,251,946
$880,363,546
$6,802,688
$33,952,762
$41,745,605
$3,583,866
$17,614,566
$76,946,239
$153,317,335
$30,916,304
$9,240,331
$5,802,999
$2,165,965
$16,397,698
$67,475,151
$39,432,449
$3,415,098
$9,808,206,493
Members
3,123
1,328
521
1,933
1,079
1,909
222
344
1,181
1,553
3,258
29,569
1,681
1,715
700
1,230
4,413
2,266
704
2,018
2,863
4,165
368
2,144
5,273
210,834
2,611
191
1,506
845
3,582
46,047
317
3,727
2,011
357
2,019
5,865
21,815
2,752
980
1,028
404
2,746
10,415
1,909
636
$561,857
29
Investments
$3,721,758
$3,866,472
$2,675,000
$4,828,257
$7,037,109
$9,003,655
$795,215
$4,567
$1,401,776
$8,685,591
$55,925,210
$127,061,212
$8,415,717
$5,780,984
$604,081
$1,276,867
$39,380,953
$3,667,552
$3,694,168
$11,408,333
$12,114,023
$17,463,493
$657,243
$4,054,698
$34,840,609
$563,316,958
$4,902,852
$4,789,554
$3,328,085
$259,607
$30,858,563
$289,236,135
$4,217,492
$8,042,104
$16,905,655
$1,360,194
$6,059,820
$15,802,617
$32,147,248
$8,347,533
$3,637,370
$3,695,459
$134,140
$10,177,704
$7,306,175
$23,185,159
$2,405,947
$2,794,792,517
Loans
$17,278,396
$3,742,005
$2,192,591
$5,725,151
$1,982,505
$12,521,200
$675,369
$596,574
$7,834,787
$1,371,453
$100,117,855
$617,178,402
$5,817,075
$5,915,706
$2,826,294
$2,277,224
$29,447,336
$11,490,452
$2,245,665
$6,566,352
$9,739,099
$23,553,814
$2,900,049
$17,884,783
$29,036,014
$2,199,020,896
$19,820,502
$890,752
$8,985,202
$994,880
$38,098,658
$488,565,543
$2,068,051
$22,226,841
$19,818,890
$1,305,745
$5,116,383
$42,607,727
$100,644,761
$12,707,765
$3,878,140
$1,146,931
$1,361,440
$2,291,649
$43,119,317
$12,392,171
$640,638
$4,936,661,958
Shares
$28,565,174
$4,740,712
$5,219,661
$8,871,917
$6,448,051
$22,115,957
$1,261,367
$723,364
$9,545,663
$9,125,285
$142,186,637
$755,653,332
$13,220,803
$10,350,728
$3,519,465
$3,146,384
$72,635,354
$15,545,739
$5,007,941
$16,630,957
$20,844,826
$43,084,133
$3,204,183
$20,880,181
$70,079,703
$3,489,079,421
$28,775,297
$5,095,924
$13,403,404
$2,013,598
$76,276,436
$809,426,371
$5,792,757
$25,827,195
$34,459,741
$3,083,609
$15,028,766
$68,067,660
$140,025,582
$26,722,652
$6,833,523
$5,106,875
$1,914,812
$13,002,479
$58,951,425
$33,994,465
$1,980,047
$8,439,115,488
NCOFCU's 2014 conference will be hosted by
San Diego Firefighters Federal Credit Union!
San Diego, CA
October 8-11, 2014
our r
Y
rk
fo
Ma ndars
e
Cal Year
t
Nex
By Firefighters for Firefighters!
The National Coalition of Firefighters Credit Unions Inc. (NCOFCU), a not for profit, is partnering with the
San Diego Firefighters Federal Credit Union to host NCOFCU's 2014 Annual Meeting & Conference in San
Diego CA.
As in the past, this will be a gathering of CEO's and Volunteers of firefighter credit unions, primarily serving
firefighters and their families, participating in the collaboration and peer to peer networking they have always
enjoyed.
The key aspects of this meeting will focus on the structured roundtable discussions among the attendees from
the firefighter credit union community. Participants will have the opportunity to sit in on breakout sessions
covering a variety of subjects of key interest to firefighter credit unions.
Our Conference Hotel will be the Westin San Diego Gaslamp Quarter which is ideally located in the
heart of downtown San Diego's historic and vibrant Gaslamp Quarter.
Your unparalleled San Diego Accommodations include every imaginable
amenity as well as proximity to all a Gaslamp Quarter Hotel offers: the
very best of San Diego shopping, dining, entertainment and cultural
activities.
With striking bay and cityscape views, The Westin San Diego Gaslamp
Quarter Hotel features 450 guestrooms and suites, all tastefully
remodeled to create a sense of calm and balance—a sanctuary of
soothing color palettes, natural wood and stone accents and stylish décor. It’s a Downtown San Diego hotel
without compare. Here you will enjoy incomparable San Diego accommodations like a Heavenly Bed®, flatscreen TV and spa-inspired bath amenities. You will leave feeling rested, energized and renewed.
Hotel reservations can be made HERE or https://www.starwoodmeeting.com
30
31
2013 Corporate Sponsors & Exhibitors
A special thanks to our conference sponsors and exhibitors for participating in this years NCOFCU Annual
Meeting and Conference.
Credit union suppliers are an important part of the credit union movement. They contribute thousand of
products and services to make your job easier in serving your members.
We encourage our CEO’s and Directors to consider our sponsors and exhibitors first when evaluating
future business services.
IWS
5901 Broken Sound Parkway NW, St
400
Boca Raton, FL 33487
561-981-7029
Doug Daniel National Sales Manager
[email protected]
American Income Life
5 Independence Way
Princeton, NJ 08540
866-797-6455
Crystal Senour Public Relations
[email protected]
Vining Sparks IBG
775 Ridge Lake Blvd
Memphis, TN 30120
1-800-786-1245
www.viningsparks.com
Lee Chandler SrVP
970-445-8410
[email protected]
VSP
GOLD
VSP
GOLD
VSP
GOLD
Participants of NCOFCU’s Vendor Sponsorship Program (VSP) have established a business
relationship with NCOFCU and must offer professional service, quality product lines and competitive
pricing. These companies must appreciate the qualities that make Firefighter’s credit unions unique and
understand the importance of providing the best service possible to Firefighter credit unions and their
members.
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Firefighter Insurances Services
815 Colorado Blvd
Los Angeles, CA 345345
800-231-1626
Harry Crusberg CEO
626-818-8298
[email protected]
CUNA Mutual Group
5910 Mineral Point Road
Madison, WI 53705
800.356.2644
Janet B. McDonald, CCUE, CUDE
608-665-4154
[email protected]
CO-OP Financial Services
9692 Haven Ave
Rancho Cucamonga, CA 91730
909-753-1238
Robert Shepard, Shared Branching
[email protected]
CU Promos
526 South Main Street
Akron, Ohio 44311
866.776.6643
www.cupromos.com
CU24
2120 Killarney Way
Tallahassee, FL 32309
877-570-2824
Anthony Mondello Regional Sales
[email protected]
Callahan & Associates, Inc
1001 Connecticut Avenue, NW, 10 fl
Washington, D.C. 20036
1-800-446-7453
FIS
140 E 45th St FL 10
New York, NY 10017
781-330-9341
Pamela Buckley
[email protected]
MetLife
8825 Stanford Blvd Suite 105
Columbia, MD 21045
410-290-5940
Jason M. West Sales Associate
[email protected]
33
BRONZE
BRONZE
History
The National Coalition of Firefighters Credit Unions INC. (NCOFCU) was formally established and incorporated as a
"not for profit" in Miami, Florida, October 16, 2008, by representatives of 26 of the nation’s 100 identified firefighter
credit unions primarily representing firefighters. The gathering of firefighter professionals and volunteers was first
conceived by a few visionaries in 1999 and they have been meeting annually ever since.
When firefighter credit union professionals and volunteers from different parts of the country began to discover the
value of information-sharing among each other, the visionaries formed NCOFCU and held their first formal
organizational meeting in 2011 at their 10th annual conference held in New Orleans. Over the years, the vision of a
national organization has grown and is ever changing to meet the needs of the dynamic credit union movement which it
serves. It has become an all-encompassing organization for individuals (professional and volunteers) in Firefighter
Credit Unions and other entities in the firefighter credit union movement which serve over 700 thousand members and
control in excess of 9 billion of assets.
Affiliation with NCOFCU offers a unique opportunity to influence and shape the firefighter credit union movement.
NCOFCU promotes education, collaboration and personal and professional growth of its members as well as
collectively articulating concerns and advocating resources to improve firefighter credit unions and the credit union
vision.
NCOFCU supports programs that offer benefits for firefighter credit union professionals and volunteers, their credit
unions, and credit union vendor partners. The goals and objectives include expanding the collaboration between
firefighter credit unions through the use of their website, newsroom, blog, listserv, Facebook and twitter; providing
educational and informational exchange opportunities through conferences and webinars; representing firefighter credit
unions to external audiences including regulatory agencies, legislative bodies, trade associations and other publics.
Mission
The National Coalition of Firefighter Credit Unions was formed for the purpose of promoting unity, cooperation and
support among firefighter credit unions. The coalition is committed to serving its members and increasing its field of
membership to include all firefighter credit unions in the United States. We are committed to building an adequate
capital base that will support the financial strength needed to provide valuable services to our members. We will offer
services that support the safety, soundness, and innovation among firefighter credit unions in order to promote and
enhance the founding principles of the credit union movement.
Vision
To educate, create and maintain a climate of safety, soundness, innovation and unity among firefighter credit unions in
order to promote and enhance the initiatives of the credit union movement.
Founding Credit Unions
Akron Firefighters Credit Union
Baton Rouge Fire Department FCU
Boston Firefighters Credit Union
Charlotte Fire Department CU
Chicago Firefighters Credit Union
Dayton Firefighters FCU
Denver Firefighters FCU
Elizabeth, NJ Firemen's FCU
F & A Federal Credit Union
Hartford Firefighters' FCU
Miami Firefighters FCU
Municipal Credit Union, NY
Nashville Firemen's Credit Union
Newark Firemen FCU
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Richmond Fire Department CU
San Diego Firefighters FCU
San Francisco Fire CU
SC Firefighters FCU
Syracuse Firefighters FCU
Waterbury Firefighters FCU
Worcester Fire Department CU
Winston-Salem Firemen's CU
Have you visited your/our website today?
www.ncofcu.org
Take a tour today and check out all it has to offer. Sign in using your e-mail address and
secure password. (If you don't know your password just request it to be sent to your e-mail)
MEMBERSHIP IS OPEN TO ALL FIREFIGHTER CREDIT UNIONS THEIR STAFF AND
VOLUNTEERS.
The "Members Only" section (single login) includes the following:

Membership Forms

Event Calendar

Conference Registrations

Community Forums

Members Share-Policies & Procedures

Member to Member E-Lists

My Firefighters Credit Union Community

Conference Presentations

Member Directory

Minutes & Financials

My Profile

And Much More!
35
The National Coalition of Firefighters Credit Unions Inc.
Board of Directors
The National Coalition of Firefighters
Credit Unions Inc. (NCOFCU), board
of directors, executives and member
credit unions govern the organization’s
activities.
The board of directors consists of nine
voting members who are elected to
govern the organization by and from
the credit unions representing
NCOFCU’s members. Each director
serves a three-year term of office. The
board is led by the chairman, first vice
chairman, secretary and treasurer.
Directors convene at the annual general
assembly at NCOFCU’s Annual
Meeting & Conference and throughout
the year.
Executive Director/CEO
NCOFCU’s top executive is the Executive Director. Together with the executive management team, the
Executive Director manages the organization under the direction of the board of directors.
Delegates
Each member credit unions has one vote. Member credit unions appoint delegates to represent the
organization in the annual general assembly. Each associate member is entitled to one non-voting seat in the
general assembly.
Front (from left to right)
Secretary - Michael McCormick, Director San Diego Firefighter [email protected]
Frances Reed CEO, Firefighters Credit Union Tulsa OK [email protected]
Linda Williams, CEO Akron Firefighters CU [email protected]
Chairman - Michael Tobler, CEO Albany Fireman’s FCU [email protected]
Center
Treasure - Eugene Benick, CEO Newark Fireman FCU [email protected]
David Lantrip, Director Houston FCU [email protected]
Vice Chairman - Jerry Horwedel, Chairman LA Fireman's [email protected]
Scotty Shelton, Director Baton Rouge FCU [email protected]
Back
Sean Costello, Director Boston FCU [email protected]
Grant Sheehan
Executive Director/CEO
[email protected]
36
Follow NCOFCU on Facebook, Twitter & The Firefighters Newsroom
Don’t be left out!
Stay in touch with NCOFCU
and other firefighter credit
unions. Catch up on events. Post
what your credit union is doing.
Stay in touch with fellow
firefighter attendees. Comment
on the latest events.
www.ncofcu.org
MetLife Auto & Home ® has special group discounts available to members of
participating groups. This program also includes:
■ Deductible Savings Benefit
■ Extra Savings with automatic bank account deduction
■ Identity Protection Services
Learn more and call 1-877-491-5089 for your FREE auto insurance quote! Some
restrictions may apply.
37
Notes
38
39
Lee Chandler Senior Vice President
Office 800-786-1245, Cell 970-445-8410
[email protected]
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