Tag Archives: lifetime

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

Michael Hale

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.

Shirley Jenkins

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.

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.

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.

Tawana James

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.

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.

Rita Haynes

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.

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.”

Pete Crear

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.