Alonzo A. Swann III
Alonzo A. Swann III is the Regional Director of the National Credit Union Administration’s Region III (Atlanta) office. As the Regional Director, Swann is responsible for coordinating the examination activities for over 1,700 federally insured credit unions in the following: Alabama, Florida, Georgia, Indiana, Kentucky, Mississippi, North Carolina, Ohio, Puerto Rico, South Carolina, Tennessee and the Virgin Islands. He has held this position since September 1997.
Swann joined the National Credit Union Administration’s (NCUA) Chicago Region as an Examiner in Gary, Indiana in February of 1983, examining Indiana, Illinois and Missouri credit unions for six years. He has held various positions within the agency during his career progression that include Program Officer, Office of Examination and Insurance; Director, Division of Operations - Office of Examination and Insurance; Director, Division of Supervision - Office of Examination and Insurance.
Prior to becoming the Atlanta Region’s Regional Director he served for three years as Associate Regional Director of Field Operations in NCUA’s Chicago Region. Raised in Gary, Indiana, Swann is a graduate of Indiana University where he received a Bachelor of Science degree in Accounting in 1981 and a Post Baccalaureate Certificate in Data Processing and Information Systems in 1983. He spent four years on active duty in the U.S. Air Force and currently is a Lieutenant Colonel in the Air Force Reserves. Between his active and reserve duty, Alonzo has served his country for over 32 years.
Barbara Stephens is the President/CEO at Houston Municipal Employees FCU. She is a graduate of San Diego State University as a Certified Credit Union Executive. Barbara’s Board affiliations are: the African American Credit Union Coalition, Chairwoman; Credit Union Acceptance Corporation (CUAC), Secretary; Credit Union Alliance Corporation, Vice-Chair; Greater St. Paul’s Missionary Baptist Church, Trustee Director, and served on the Texas Credit Union League from 1997 – 2002. She is the past treasurer of AACUC.
Bert Hash is the recipient of the 2007 Credit Union Times CEO of the Year Award. He is a seasoned financial service executive with 37 years of experience in managing various aspects of financial services, including branch banking, mortgage banking, consumer lending and compliance administration. He is a member of several boards, including the Maryland Credit Union League, CUNA Mutual Group, Chairman of the Sandtown Habitat for Humanity Board and Morgan State University’s school of Business Finance Advisory Board. He is CEO of Municipal Employees Credit Union of Baltimore which has assets of $832 million.
Eunice Rogers is President and CEO of NRS Community Development Federal Credit Union in Birmingham, Alabama. Mrs. Rogers, who helped charter NRS Community Development FCU in 1996 after a 20 year career with Bell South, has become recognized nationwide as a leading spokeswoman for smaller, faith-based community development credit unions. She serves as Board Chairman
of the National Federation of Community Development Credit Unions and is a member of the African American Credit Union Coalition (AACUC). Mrs. Rogers also has served on the Federation’s Education and Training Committee, Membership Committee and has participated actively in its Faith-Based Credit Union Task Force.
Harold Michael Holmes
Born in detroit, michigan harold michael holmes was the 3rd child of Ledora and sheperd holmes,Jr., both deceased. he attended public schools in detroit and obtained a B.s. degree in Public affairs management from michigan state university in east Lansing, michigan. after graduation harold joined the m&o marketing agency, he earned the Professional designation of Life underwriting training Council fellow. he joined PfP in 1985, his first introduction to the Credit union world.
His first assignment with PFP was working with Credit Unions in the city of Flint where he met and became a friend for life with Leroy Nesbit, Jr., who was a Board Member of DORT Federal Credit Union, founding member of the AACUC and Past Recipient of the Pete Crear Lifetime Achievement Award.
Harold became a very successful Sales Representative early in his career at PFP because of the uniqueness of the Insurance Program offered to credit union members. It provided immediate protection for their families at the point of sale and it still continues today. Providing this one-of-a-kind Insurance protection with the convenience of Payroll deduction and Direct Deposit made things much easier for the Member and Credit Union to assure payment would be there for this Valuable Protection. Since that time PFP now has become the Number One Provider of Supplemental insurance Coverage for Credit Union Members and their Families in the Credit Union Industry.
Service is a duty Harold feels all of us have a responsibility to fulfill especially to those to “Whom much has been given, much is Required.” Harold joined the AACUC family in 1998. Leroy Nesbit Jr., shared with him the vision that Sheilah Montgomery,
Shirley Jenkins and Pete Crear had about starting an organization that could help with the disparity of Executive Management job opportunities that exist for African Americans in Credit Union Industry.
Harold attended the GAC with PFP, on his breaks from his responsibilities with PFP, he began assisting the Program Director of the Internship Program
setting up and manning the booth for AACUC. Sharing materials and giveaways for
the those who may have an interest in joining the organization, he became an Ambassador for the AACUC, encouraging people to join wherever he goes.
Harold has progressed at PFP holding different positions along the way, Sales Manager, Regional Sales Manager of the Midwest, AVP of
New Business. His current position is Vice President of New Business, Ambassador to Credit Unions.
Harold has won numerous sales awards including the Guiding Light Award for PFP and the President Cabinet Award for Security Mutual. Because of his success with credit unions and his ability to create win-win-win scenarios for the member, the credit union and PFP he has become an advocate for credit union personnel and it now has been officially added to his duties and responsibilities.
Harold’s Act’s of Service List is very long. It includes:
• A past member of the AACUC Internship and Membership Committees
• Assistant Scoutmaster with the Boy Scouts of America, where he recently received the Eagle Scout Mentor Award,
• An Usher for nearly 30 years,
• A Deacon for 20 years,
• Bus Driver in the BUS Ministry at his church,
• Taking care of family business for elderly relatives, and
• Providing comfort to many when people come
Helen Godfrey Smith
Helen Godfrey Smith is President/CEO of Shreveport Federal Credit Union a position held since 1983. She has built Shreveport Federal to be one of the fastest growing credit unions in the area, from a small $1.9 million institution to a strong $65-million institution. Shreveport Federal serves members in the North Louisiana Parishes of Caddo, Bossier, Webster, Lincoln, Madison and Morehouse with four branch offices. Mrs. Smith is a founding member and former Chairwoman of the African American Credit Union Coalition. Her volunteerism is lengthy. She is a newly appointed member of Louisiana’s Gov. Bobby Jindal’s State Land and Mineral Board; Chairperson of the Louisiana Credit Union League’s Audit Committee; Board member of Louisiana Credit Union Co-operative Branching; Member of the Louisiana Credit Union Executive Association; Member of the Governor’s Louisiana Women’s Policy and Research Commission to name a few. She partnered with the World Council of Credit Unions and traveled to South Africa training credit unions.
Hubert Hoosman Jr
Hubert Hoosman is the Chairman of the Missouri Credit Union Association (MCUA). Nationally, he was appointed Board Member of the National Credit Union Foundation. He is on the World Leadership Committee of the World Council of Credit Unions and the Filene Advisory Committee. He is a charter member of the African-American Credit Union Coalition (AACUC) and serves as Treasurer of the AACUC Board of Directors. He also serves as a Board member of the Consumer Federation of America and spearheaded the AACUC MLK Foundation Build a Dream Initiative where he led the credit union movement to raise $1.2 million for the MLK Memorial in Washington, DC. Mr. Hoosman is President/CEO of Vantage Credit Union with over $562-million in assets.
Helping Take Vantage CU to New Heights
A native of East St. Louis, Ill., Hoosman graduated from high school with a full basketball scholarship from the University of Missouri- St. Louis, and in 1982, he landed his first job as a teller for Educational Employees Credit Union (the credit union changed its name to Vantage Credit Union in 2002). Until his retirement in 2013, Hoosman has held several management positions while climbing the credit union ladder, including Loan Department Manager, Branch Manager, Vice President of Operations, Executive Vice President, and President/CEO of the credit union since 1994.
When Hoosman started his career at the credit union in 1982, the asset size of the credit union was $34 million. Today, Vantage Credit Union is the fourth largest credit union in Missouri, with assets approaching $700 million.
Making an Impact in the Community
Because of the high level of poverty that still exists in East St. Louis, Hoosman has been constantly attentive to the programs for East St. Louis that have had his credit union’s support.
“The use of financial education and providing affordable financial services and products to the community is just one way to rid the East St. Louis area of these problems,” said Michael Ray, Director for Corporate Relations at Congressional Federal Credit Union. “Taking ownership of one’s life and being responsible is one of many ways to beat back poverty. Hubert has continually used the credit union cooperative principles to accomplish this objective.”
“Hubert championed the building of a full service Vantage Credit Union branch in the predominantly underserved city of East St. Louis,” said Randal T. Yeck, Executive Vice President at Vantage Credit Union. “This branch has brought great value to the city and the members in that community continue to refer their friends and family to Vantage for the high level of service that is provided.”
Creating Opportunities for Youth & Young Adults
In addition to numerous other endeavors in area schools, Hoosman also led the efforts to partner with East St. Louis High School officials in providing job opportunities. Students from select schools are afforded job related work experience while acquiring financial education. The program has been extended to North County Technical High School where employees of Vantage CU participate with students in mock job interview exercises, providing interviewing skills and job leads for students seeking employment after high school graduation. Additionally, Hoosman has helped many students from the nearby University of Missouri- St. Louis by offering them internships at Vantage Credit Union. He was also able to offer full summer internships for college students through the African American Credit Union Coalition (AACUC) “Reaching Toward the Future” program. Some have gone on to work full time in credit unions.
“Hubert hired me to be the Program Director for the AACUC ‘Reaching Toward the Future’ program when he was Vice Chairman of the organization,” said C. Renée Sattiewhite, President/CEO of Sattiewhite Training Productions, Inc. “Through his vision and leadership, the program is still one of the initiatives that continues to be a AACUC mainstay. He raised the money to start and sustain the program for its first three years and worked tirelessly to garner financial support from vendors, trade associations, credit unions and colleges and universities around the country.”
Hoosman has been honored as a positive role model for minority youths, receiving the St. Louis Sentinel’s “Yes We Can” award and was also recognized by the St. Louis Business Journal as one of the most influential minority business leaders in 2006.
Leading the CU Charge to Honor a National Hero
Hoosman took the lead nationally with credit unions in helping to recognize Dr. Martin Luther King, Jr. by raising funds for a national monument which now stands in Washington, D.C. In 2006, Hoosman’s own credit union, Vantage Credit Union, donated the first $50,000 dollars. Hoosman then led the charge in organizing credit unions across the country to raise funds for the memorial. Working with AACUC, Hoosman was able to secure the support of 134 credit unions, 13 credit union leagues, 3 corporate credit unions, industry trade associations, and 6 credit union service organizations across America.
“The African-American Credit Union Coalition is extremely proud of his unwavering commitment for the Martin Luther King, Jr. monument initiative,” said Sheilah Montgomery, Chair of AACUC and President/CEO of Credit Union of Atlanta. “His influence and untiring dedication within the credit union movement helped to facilitate AACUC being the conduit for getting credit unions throughout the country to contribute over $1.3 million dollars to the monument fund.”
Leading Locally, Nationally & Internationally
Hubert Hoosman has served in several capacities in various organizations, such as AACUC (as one of the original founders and board treasurer), Chairman of the Missouri Credit Union Association from 2004 through 2006, the Consumer Federation of America, a member of the World Leadership Committee for the World Council of Credit Unions (WOCCU), a member of the Filene Research Institute Advisory Committee, and as a member of the capitalization committee for the National Federation of Community Development Credit Unions. Hoosman also served on the board of the National Credit Union Foundation.
Hoosman, along with other members of AACUC, has been a longtime supporter of America’s Credit Union Museum and was instrumental in collecting and providing important data about African-American involvement in the development of credit unions in this country.
Hoosman has also worked with WOCCU in the Caribbean, Kenya, Australia, Rwanda, Gambia and Swaziland. Vantage Credit Union continues to host many groups from Africa in support of the WOCCU International Development Education Program. Following the hosting, Hoosman often becomes a mentor for the individuals.
Leroy Nesbit, Jr.
Leroy Nesbit, Jr., is an AACUC Board Member and a longtime board member of DORT Federal Credit Union in Flint, Michigan. For over 31 years, Nesbit has been a volunteer in the credit union movement. He has served as Chairman of the Credit Committee, Chairman of the Personnel Committee, Chairman of the Development Committee and Chairman of the Legislative Committee. In addition, Nesbit has been 1st and 2nd Vice-Chairman and Treasurer of the Board.
Nesbit is the First African-American to serve the National President of the Council of GM Credit Unions and the Chief Coordinator of the Combined Council of Automotive Credit Unions. Nesbit is also an active volunteer with the Michigan Credit Union League, having served as Chairman and Vice-Chairman of the Michigan Credit Union Leagues Annual Meetings and on the Leagues Credentials and Government Affairs Committees.
Nesbit has led efforts to improve the community by serving as President of the Michigan Travel Commission, Board member on the Disability Network, 3rd Vice-President of the NAACP, President of the Mariah Group in Washington, DC and serving as spokesperson for Spreading Organ Awareness Program at the Hurley Hospital Medical Center.
Maudelle Shirek is a former Vice Mayor and eight term City Council member of the City of Berkeley California. She did much to change the economic landscape of her community through her service as an office manager of the Co-op Credit Union. Throughout her career she remained committed to the credit union as a means of uplifting the community. She devoted much of her energy as board chair and visionary for the credit union.
Shirek moved to Berkeley in the 1940s and immediately gained a reputation for her dedication to civil rights issues. She was active in the antiwar movement, was a staunch union supporter, founded two Berkeley senior centers, championed HIV/AIDS awareness, and helped organize the Free Mandela movement. She was also instrumental in creating multiple City Commissions, including the Berkeley Commission on Labor. These Commissions are made up of Berkeley residents, who play a role in City policy-making.
At the end of her tenure, she was one of the eldest elected officials in the State of California. In 2005, Berkeley sought to name the Berkeley main post office after Shirek, but the attempt was defeated in Congress. In 2007, the Berkeley City Council renamed City Hall in her honor.
Michael Hale is the Executive Vice President and Chief Strategy Officer, over Cards, Collections and Fraud Mitigation at Arizona Federal Credit Union. In 2015, The African-American Credit Union Coalition (AACUC), awarded Michael Hale the AACUC’s Pete Crear Lifetime Achievement Award.
Hale, a U.S. Army veteran and a Bronze Star Recipient, has been devoted to the credit union movement since 1975. His hard work and dedication lead to the advancement of numerous credit unions as well as the AACUC. Hale’s leadership skills and hard work lead to the legal formation of the African-American Credit Union Coalition (AACUC) in 1999.
He previously served as the President and CEO of Andrews Federal Credit Union for over 12 years. The credit union grew to over $700 million in assets and expanded into underserved areas of Washington, DC under his leadership. A sampling of Hale’s additional credit union related accomplishments include being the Founding Chairman of the Board of Directors of the African-American Credit Union Coalition (AACUC), service on the National Federation of Community Development Credit Union's Capitalization Program Committee, the National Association of Federal Credit Unions Regulatory Affairs Committee, and the Arizona Credit Union League Board of Directors. He was also a member of the Filene Research Institute Council and a Board Member of the Credit Union Executives Society.
As an active volunteer, Hale has donated his time to numerous community organizations, including serving as chairman of the Mentorship Education Network At Risk Youth Program, vice chairman of the 100 Black Men of Phoenix, director of the Glendale Boys & Girls Club and chairman of the Greater Phoenix Urban League. The 100 Black Men of Phoenix created the Michael Hale Scholarship named in his honor.
Retired President/CEO of World Council of Credit Unions. Under Crear's leadership, WOCCU significantly expanded not only its membership, but also its influence in credit union development worldwide.
WOCCU launched development programs in Ethiopia, Haiti, Peru and other countries, as well as seeing its development program in Afghanistan grow significantly. During his tenure, WOCCU convened its first technical congresses to train credit union managers in Africa, Latin America and the South Pacific. WOCCU also launched the European Network of Credit Unions, the International Credit Union Regulators' Network and the Global Women's Leadership Network, a peer-to-peer and educational network that brings together women credit union leaders from both developed and developing countries.
In his six years at WOCCU's helm, the organization successfully lobbied on behalf of member organizations in Costa Rica, Poland and other countries, as well as helped foster the passage of credit union legislation in Kenya and Malawi. The organization also represented the global credit union movement before the United Nations, the Basel Committee on Banking Supervision, the International Accounting Standards Board and other international monetary organizations, successfully making the case for proper regulatory oversight on behalf of credit unions worldwide.
Prior to joining WOCCU, Crear was CUNA's executive vice president of external relations and, before that, executive vice president and chief operating officer responsible for daily operations of the Madison, WI offices
In his career, he is credited with organizing 23 credit unions in his home state of Michigan, and served as the President and Chief Executive Officer of the Connecticut and Indiana Credit Union Leagues.
In 2008, the Foundation for Polish Credit Unions, part of the Polish credit union system, awarded Crear the Feniks Prize, the Polish system's most prestigious award, for WOCCU's work helping strengthen credit unions in Eastern Europe. In 2007, he earned the Michigan Credit Union League's (MCUL) Distinguished Service Award and was inducted into the MCUL Hall of Fame. In 2006, the Consumer Federation of America awarded him the Esther Peterson Consumer Service Award.
Crear also received the inaugural African-American Credit Union Lifetime Achievement Award, which was subsequently named after him, and a college scholarship was established in his name. He was inducted into both the Credit Union Executives Society (CUES) Hall of Fame and the Cooperative Development Foundation Hall of Fame and received the National Credit Union Foundation Herb Wegner Lifetime Achievement Award, the U.S. credit union movement's highest honor.
Richard "Dick" Turnley
Richard “Dick” Turnley has been the CEO/Manager and Treasurer for the Southern Teachers & Parents Federal Credit Union since 1959. Southern Teachers & Parents Federal Credit Union is the oldest black-owned financial institution in Baton Rouge, Louisiana.
It is a $30.1 million financial institution. In 1972, he entered electoral politics and was elected to the Louisiana House of Representatives where he served until 1984 when he was elected to the Louisiana Senate. He immediately became involved in rewriting and sponsoring legislation to benefit Louisiana’s citizens.
Turnley’s career in finance began as an Accounting instructor at Southern University and A & M College. During the 1960s, Turnley partnered with Mr. J.K. Haynes in organizing and providing technical support to credit unions in parish school systems throughout the state of Louisiana. Turnley assisted newly formed credit unions with establishing financial and operational procedures.
Turnley was elected Vice-President of the Louisiana Credit Union League, and CUNA Mutual Statewide Policy Owners’ Council representative. He is a member of the Louisiana Corporate Credit Union Supervisory Committee, and a former member of the Louisiana League’s Legal and Legislative Committee as well as CUNA’s Accounting and Financial Reporting Open Committee, and CUNA’s Political Action Committee.
In 1995, the World Council of Credit Unions selected Turnley and a few others to participate in the “People to People” program which took him on a trip to South Africa to provide technical assistance to the South Africa Credit Union League, and the University of the Western Cape. Subsequent trips to South Africa were made in 1996 at which time he chaired a group of African-American Credit Union professionals to evaluate and assist in the growth and development of the credit union movement. In 1997, he served as training facilitator for six (6) South African Credit Union professionals.
Rita L. Haynes retired as CEO of Faith Community United Credit Union (FCUCU) in Cleveland, Ohio after serving the credit union as a director with many volunteer duties from 1958 to May 2011. Asset of the fledging Mt. Sinai Baptist Church Credit union when she and her husband, James, volunteered to help were less than $1,000.00. Upon her departure as CEO in 2011 assets were over 10 Million dollars owned by over 5 thousand members.
Faith Community United Credit Union transitioned from a single church charter to a community development credit union in 1990 positioning it to have a paid staff and serve the entire county including the low income south side of Cleveland where all the banks had fled and payday lending had set up shop. Partnering with WECO they were successful in acquiring a modern bank branch building with ATM access and offer full service six days a week.
She credits God for giving her wisdom to seek out partnerships and collaborate with larger organizations such as the Cleveland Chapter, Ohio CU League, Inner City Association of Minority Credit Unions, National Federation of Community Development Credit Unions, WECO, CUNA, AACUC, NAACP and Urban League.
Serving as the first Faith based Credit Union chairman of NFCDCU in 1992 positioned her for election on the national scene. She was elected to the Federation board as alternate in 1992 and served as a director until 2008. Rita led the board as chair from 2001 to 2006 during which time they pioneered IDAs, VISTAs, CDFI Fund, The Capitalization Fund, Small Business Partnership and accredited school in partnership with Southern New Hampshire University and CUNA. She was in the first graduating class.
In Ohio she served as director pioneering the Ohio CU Foundation and has the distinction of having the small credit union program in Ohio branded The Haynes Circle upon her retirement.
AACUC honored her in 2005 with the Pete Crear Lifetime Achievement award. The CUNA Foundation’s Herb Wagner Award in 2008 highlighted her “Grace Loan” pay-day loan alternatives products.
Rita and James are blessed to have been married for 58 years. Their daughter Jama, MBA, is COO at FCUCU and Spelman College Alumni Chair. Son James is employed at USPO. His daughter, Dr. Lateira Haynes teaches in L.A. and son James III graduated as a welder.
To GOD be the glory for the things he has done.
Shirley Jenkins has served as a member of MCU’s Board of Directors since 1983. Ms. Jenkins was the first female President in the Board’s history, as well as the Board Secretary for more than 30 years, a position she currently holds. Ms. Jenkins also served as the Legislative Chair for a number of years, working with legislative leaders regarding credit union issues. Ms. Jenkins was instrumental in implementing youth programs at MCU, and serves on the Board of Trustees for employee pension plans.
After a long career of New York City service, Ms. Jenkins retired as a Director from Housing Preservation and Development in 1984. Ms. Jenkins was appointed to the National Directors Advisory Panel in 2006, and was inducted into the NYS Credit Union “Hall of Fame.” Ms. Jenkins was appointed to the New York Credit Union Foundation’s Board, and also is a founding member of the African-American Credit Union Coalition. Over the years, she has received many accolades and awards, including AACUC’s “Pete Crear Award.” Ms. Jenkins was also elected to the Credit Union Association of New York’s Board of Directors, representing credit unions with assets of more than $500,000. She has been involved in community and political affairs for over 60 years, and has received multiple honors in community service.
A graduate of the New Paltz Teachers College and the NYU and Cornell School of Industrial Labor Relations, Ms. Jenkins has five children, and is a proud grandmother, great grandmother, and foster parent.
Tawana James is the Director of the Office of Small Credit Union Initiatives (OSCUI). As Director, James is responsible for overseeing the activities of the OSCUI by assisting in the NCUA’s risk mitigation program. This program also encourages credit union development, particularly in the expansion of the services that small credit unions provide to all eligible consumers. In addition, OSCUI provides national training, as well as one-on-one specialized technical assistance to credit unions. OSCUI establishes partnerships and administers the Community Development Revolving Loan Funding, including loans and technical assistance grants. Of the nation’s more than 8,000 federally insured credit unions, half are defined as small credit unions - 1,000 hold the special low-income designation, and over 4,000 have assets less than $10 million.
Prior to becoming the Director of OSCUI, James held several other senior level positions including Regional Director, Deputy Executive Director, Deputy Director of Examination and Insurance, and Associate Regional Director of Operation. These assignments included assisting the Executive Director in administering the day-to-day operations of NCUA’s 1000-person organization and overseeing Region II, which consisted of over 1,000 credit unions.
James started her career with NCUA in 1980 as a temporary accounting technician. She has been primarily based in the Washington DC area and has held non-senior level positions as Principal Examiner, Problem Case Officer, and Director of Supervision. She also served as a Loss Case Officer in the Office of Examination and Insurance.
William "Bill" Porter
William “Bill” Porter is the recently retired President/Chief Executive Officer for the Municipal Credit Union in New York. He is the First African-American CEO to build and lead a billion dollar plus asset credit union.
In November 1981, he joined the Municipal Credit Union as Chief Executive Officer when the credit union had only one branch, 100 employees and $97 million in assets. Under his leadership, the credit union grew to serve over 300,000 members. He expanded the service reach by adding nine full service branches, four express branches and three mini branches, 530 employees, 160 ATM’s and over $1.4 billion in assets. A graduate of New York City Public Schools and New York University, he received Executive Management training at the University of Illinois.
In 1956, he joined Citibank as a part-time messenger while attending college. During his twenty-five year career with Citibank, he achieved the title of Vice President and was the first African-American to manage a midtown Manhattan branch and a Wall Street branch. Some of his awards included Harlem YMCA “Black Achievers in Industry,” Omega PSI PHI Outstanding Citizen of the Year, International Dynamic Educational Association Man of the Year, Central Baptist Church Achievement Award and the Mid Manhattan NAACP Humanitarian Award. AACUC recently named the SWAMI Scholarship the “William Porter SWAMI Scholarship.”