League Chapter and At-Large League Director Candidates
In accordance with Credit Union League of Connecticut bylaws, mail-in ballots will be sent to all affiliated credit union CEOs to vote for Chapter Directors and At-Large Directors. A memo describing the voting process will be included with the ballots.
Found below are Chapter and At-Large candidates with their biographies and photos.
If you have any questions regarding the voting process, please contact Joanne Todd, League Chair, at (860) 646-8870, ext. 123.
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At-Large Candidate
 ● Stuart R. Phillips
President/CEO, UBI Federal Credit Union
For the past five years, I have been the President/CEO of UBI Federal Credit Union, Plainville, Conn. My previous employment in the credit union industry includes EVP/COO (3 yrs.) General Electric Employees FCU, and CFO (23 yrs.) Connex FCU.
In summary, I have completed 31 years of professional credit union service. My education includes a B.S. in Business Management, Thomas College, Waterville, Maine; and graduate studies, M.S. in Accounting, University of New Haven. Other credit union-related service includes: Director/Treasurer, CULCT New Haven Chapter; Director/Alternate Director, CULCT Moran Nixon Chapter; Select Credit Union Council of CUNA Mutual Group; and CUNA CFO Council. In addition to my credit union service, I currently serve on the Board of Directors of the Connecticut Better Business Bureau.
“The Credit Union League of Connecticut has taken on many new elements of business direction that will further support the necessary education, training, product development, and political advocacy that credit unions in Connecticut need today. I appreciate this opportunity and your consideration to elect me to the At-Large position for the CUCLT Board of Directors. My goal is to provide valuable input to the CUCLT Board and leadership team based on my experience, commitment, and forward thinking in the credit union industry.”
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Chapter Candidates
Eastern Chapter
 ● Cheryl Dunaj
Vice President, Retail Services, Ledge Light FCU
Cheryl Dunaj is an industry veteran who specializes in member services and advocacy in the highly competitive financial services sector.
Her unique perspective on the member experience comes from 20+ years as a senior executive at Ledge Light Federal Credit Union, a market-leading credit union serving the pharmaceutical community. She is a leading authority on collections, member service, and consumer lending and a catalyst to advance the organization’s sales and service culture.
Currently she holds the position of VP, Retail Services at Ledge Light FCU, where she is responsible for business development, member services, and retail sales in which she has been instrumental in increasing credit union membership.
Cheryl has also tirelessly dedicated herself to the Ledge Light FCU S.C.O.R.E.® Credit Building Program, which she established in 2006. With a success rate of well over 90%, the program has helped over 300 members and has been recognized by The Day, one of the largest newspapers in Connecticut, for contributing to the vitality of the community. The program was built on the credit union philosophy of “People Helping People,” which Cheryl puts into practice every day.
Cheryl is also a passionate volunteer for the Juvenile Diabetes Foundation and has been actively involved in bringing awareness to the community since her son was diagnosed at age thirteen. Golf, Travel, and quality time with her five grandchildren are among Cheryl’s other passions.
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New Haven Chapter
 ● Michael J. Hinchey
President/CEO, Wepawaug-Flagg FCU
With over 35 years of financial service experience including more than 25 in small community institution management, I have experience in navigating through many different economic environments.
I have been auditor, controller, investment officer, compliance officer, asset/liability manager, loan officer, CFO, and CEO. Some of these positions I have held multiple times at different institutions. I have taught adult education courses in financial statement analysis, accounting, and general financial institution functions and principles.
As a lifelong resident of Connecticut and a graduate of the University of Connecticut, I want to help people of this state succeed. I am a Certified Public Accountant. I have served on various church and community boards. I have also been a volunteer for Junior Achievement and a volunteer income tax preparer (VITA); I have participated in League-sponsored Financial Reality Fairs and have served on various committees of organizations from PTO to the governance committee of the League.
I believe with the right support system, small- and medium-sized credit unions can continue to prosper. The demands of regulators, the unpredictable economy, and member needs will potentially overwhelm the resources of our smaller credit unions, but through a strong League we can all benefit and grow.
2012 Credit Union League of Connecticut Awards Program
 Every year the League is proud to present awards to credit union management, staff, and volunteers for individual accomplishments and to credit unions for outstanding contributions to their members, communities, and the credit union movement.
The 2012 Credit Union League of Connecticut Awards Program booklet is now available.
It details the awards programs the League conducts each year, providing ample opportunities for member credit unions to recognize the efforts and contributions of credit union staff and volunteers who work tirelessly throughout the year. We hope you will find this program book to be a valuable and comprehensive resource, and we hope it will make your participation in our awards programs easier.
We encourage your credit union to participate in the 2012 League Awards Program. Please review the awards detailed in this book. Entry forms are included in the back of the book for those award programs that require them.
If you have any questions, please contact League staff:
• Abbi Stamler: (800) 228-2285, ext. 7058, (203) 608-7058, or astamler@culct.coop
• Susan O'Loughlin: (800) 228-2285, ext. 7061, (203) 608-7061, or soloughlin@culct.coop
2012 League Awards Program Book
The 2012 CT League Annual Event Calendar & Credit Union Directory is now available. Please click to download and print your personal copy.
 The Calendar/Directory contains a 12-month calendar showing events, activities, and education sessions scheduled for the year.
You will also find:
● a listing of affiliated credit unions with contact
information
● a directory of League staff
● customized training information
● important industry contact information
● strategic business partner information
● and more
If you wish to receive a hard copy of this directory,
please contact Ed Zagorski:
ctcuacomm@culct.coop
(203) 608-7060
(800) 228-2285, Ext. 7060
Nine individual monthly sessions are scheduled to cover a wide range of topics from ACH and ATM compliance and Bankruptcy and Collections issues through RESPA and Security.
If your 2012 dues are received by the League by close of business day Friday, January 13, 2012, there is no cost to attend.
Registration begins January 3, 2012.
Click to access the Compliance School Program book now.
Click ctcuacomm@culct.coop if you would like to receive a printed copy of this program book.
Click to access the Compliance School Registration Form.
2012 Education Sessions
The League will provide approximately 50 education sessions for affiliated credit unions throughout 2012. Check our online calendar regularly and watch for periodic notices.
Resources for Credit Unions
The League has compiled available resources for credit unions. This page will be updated as additional resources become available.
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► Video for Your Website ● Article for Your Newsletter or Website
 FoolProof, the online educational resource that offers a variety of programs on financial literacy, has created a one-and-a-half-minute video explaining the corporate takeover by NCUA in terms that consumers—your members—will easily understand. The video assures members that their accounts and balances are safe and that their credit union—your credit union—is sound and secure and not directly affected by the NCUA takeover of Constitution Corporate FCU.
This video and article can be accessed on the League website and can be posted on your credit union’s website to keep your members informed. Click here to access.
http://www.foolproofnational.com/culct/
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► NCUA Insured Funds Brochure
 The National Credit Union Administration provides a brochure on the National Credit Union Share Insurance Fund for consumers. Click here to access.
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► NCUA Q&A on Insurance
The NCUA has also created a web page of questions and answers on the structure and safety of the NCUSIF. Click here to access.
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► America’s Credit Unions: Secure, Strong
This CUNA-produced single-page document describes the safety and soundness of credit unions and the security of the federal insurance. Click here to access.
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Focus on...
In today's ever changing business environment, it is unrealistic to expect any business to develop and maintain all the resources, technologies, products, employees, and services necessary to effectively compete in today’s dynamic marketplace.
In order for organizations to grow and be able to compete effectively, they need to form mutually beneficial strategic alliances with other organizations for the purpose of maintaining and enhancing their market viability. These alliances serve to integrate people, processes, technologies, products, and services where there might otherwise be a degradation in these relative capabilities.
Your League has formed strategic alliances that we believe will exponentially increase our ability to provide improved products and services to all of our affiliated credit unions, and in turn help improve service to their members. These strategic partners have come together to create unique and dynamic products and services that, for the most part, can only be obtained by affiliated credit unions of your League!
We are excited about these new partnerships and encourage you to contact them for further information. Following is a list of our current Strategic Partners, along with their contact information. We will be hosting information sessions on each in the very near future and encourage you to attend.
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(800) 356-2644
CUNA Mutual Group is a leading provider of financial services to cooperatives, credit unions, their members, and valued customers worldwide. With more than 70 years of experience, we are passionately committed to helping customers succeed. CUNA Mutual Group provides innovative commercial and consumer insurance and protection products to safeguard your assets and help find solutions for your financial needs. We offer services to grow long-term relationships and manage risk. Our asset management team brings capital-market expertise to benefit your investments. Our vision: to be a trusted business partner who delivers service excellence with customer-focused, best-in-class products and market-driven innovation. (www.cunamutual.com)
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Mike Kerans, Vice President
(973) 647-4387
cash@cardtronics.com
Cardtronics is pleased to welcome Access to Money to its growing team!
Making ATM cash access convenient where people shop, work and live their lives, Cardtronics is at the convergence of retailers, financial institutions, prepaid card programs, and the customers they share. Cardtronics owns/operates more than 52,800 retail ATMs in the U.S. and international locales. Whether Cardtronics is driving foot traffic for America's most relevant retailers, enhancing ATM brand presence for card issuers or expanding card holders' surcharge-free cash access on the local, national or global scene, Cardtronics is convenient access to cash, when and where consumers need it. Cardtronics is where cash meets commerce. (www.cardtronics.com)
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Kris Buckley, President
(781) 258-0618
kmb@buckleytechgroup.com
Buckley Technology Group is dedicated to serving credit unions with the expertise and services required to protect information assets, secure technology systems, and manage data productively. Services include: Information Technology Audits, Information Security and GLBA Risk Assessments, Business Continuity/Disaster Recovery Plans and Testing, Vendor Management, Employee and Board Training Programs including Information Security Awareness Training.
BTG provides a software program that allows the credit union to achieve oversight and compliance from a centralized location. ISSAC is the ultimate Information Systems Security & Asset Control tool. Created for financial institutions, ISSAC is a comprehensive solution for the management of Disaster Recovery, Business Continuity, Information Security, Gramm Leach Bliley, and Vendor Management Oversight from a single location. (www.buckleytechgroup.com)
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CO-OP Shared Branching
Nick Moalli, League AVP, Credit Union Services
800-228-2285, Ext. 7059
203-608-7059
nmoalli@culct.coop
The CO-OP Shared Branching network is a national credit union-owned and -operated network. Participation in the network provides credit unions with more than 28,000 surcharge-free ATMs, including 9,000 that take deposits. The network serves all 50 states, plus 10 countries, including Canada.
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Michael Ferraro, Area Manager - CT,NY,VT
(860) 877-5717
Michael.Ferraro@CUDirect.com
As a credit union-owned service organization, CU Direct develops solutions that help credit unions to more effectively market vehicle lending to members, evaluate risk and revenue potential of loan portfolios, complete member vehicle loans at the point-of-purchase, provide reliable aftermarket services, and make automated loan decisions. To learn more about how CU Direct can provide solutions for your credit union, please visit www.cudirect.com or contact Area Account Representative Kristina Ziegler at (860) 459-1865 or Kristina.Ziegler@CUDirect.com.
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CU Solutions Group
Nick Moalli
(800) 228-2285, ext. 7059
(203) 608-7059
(203) 631-7123 (cell)
nmoalli@culct.coop
CU Solutions Group is Ready to Help Your Credit Union Grow
The Credit Union League of Connecticut has partnered with CU Solutions Group, a fee-based core service provider, to help credit unions with solutions they want and need. Every product and service we offer through CU Solutions Group’s four divisions – Marketing, Membership Enhancements, Technology, and HRN Performance – are designed to help credit unions serve, grow, and remain strong. To learn more about the products and services available through this partnership, click here. www.cusolutionsgroup.com
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Discount Power
Nick Moalli
(800) 228-2285, ext. 7059
(203) 608-7059
(203) 631-7123 (cell)
nmoalli@culct.coop
Discount Power is a leading low-cost electricity supplier offering savings for consumers and businesses. Participation by credit unions provides an opportunity for non-interest income along with additional advantages, including solidifying a positive relationship with members. Quick and easy enrollment yields years of savings and benefits.
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Harland Clarke
Doug Hann, Senior Account Executive
(401) 743-6086
Doug.hann@harlandclarke.com
Harland Clarke is a leading provider of payment, marketing, and security solutions to financial institutions. Through insightful strategies and meticulous execution, we can help your credit union increase revenue, improve operational efficiency, and optimize member relationships. As a proud Strategic Partner of the Credit Union League of Connecticut, let us put our solid advice, proven products and services, and more than 100 years of experience to work for your credit union. Visit us at harlandclarke.com to learn more about our solutions, including:
• Checks • Marketing Services
• Card Services • Educational Services
• Forms • and more
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Nick Moalli, AVP Credit Union Services
(203) 608-7059, (203) 631-7123
nmoalli@culct.coop
Hocon Gas, Inc. is the parent company of one of the largest independently owned and operated propane and industrial gas marketers in the Northeast. Focused in Fairfield, Litchfield, New London, New Haven, Middlesex and Hartford counties, Hocon provides responsive residential and commercial service through locations in Norwalk, Guilford, Waterbury, Danbury and Torrington, Hocon is uniquely positioned to meet the needs of a diverse customer base. Hocon’s core competencies include; installation, service and retailing of quality propane appliances, a full range of industrial gasses and welding products and through our Tarantino Landscapes subsidiary, a complete commercial and residential lawn and property maintenance service.
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This dues-based online reference is free to affiliated credit unions and is part of the Connecticut Compliance Solution. It is your first stop when you are searching for compliance answers. Think of it as an online compliance manual at your fingertips, containing federal and Connecticut-specific content that is accurate, concise, and detailed on a wide range of topics and issues. There are easy-to-read compliance summaries, checklists for compliance, direct links to laws and regulations, frequently asked questions, model policies, and links to additional important resources including CUNA’s on-line compliance resource “E-Guide.”
CT League InfoSight
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Invest in America
Curt Belaney
(800) 262-6285, ext. 543
Curt.Belaney@cucorp.com
Invest in America is a Credit Union Member Enhancement program that provides credit union members with discounts on products and services from U.S. based companies and, when necessary, low loan rates from credit unions. Participating companies and services include General Motors, Sprint, Allied Moving and Storage, CompleteTax, CU Benefits Express, and FTD. (www.lovemycreditunion.org/)
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Merrill Lynch
Declan J. Mahar, Vice President
John Schweizer, First Vice President
1-800-314-4026 • 1-860-368-6960
schweizer.mahar@ml.com
• The Schweizer/Mahar Group combines over 90 years of experience in the financial services industry, working with financial institutions such as banks, credit unions, municipalities, corporations, and private investment firms. Drawing upon this experience, as well as the industry leading resources provided by Merrill Lynch, the group specializes in establishing effective portfolios to maximize potential performance.
• We excel with our service-driven platform. We offer a choice of account structures to meet your organization’s needs including a basic account with no yearly fee for accounts that domicile investments with Merrill Lynch.
• Client service is one of our greatest strengths. We pride ourselves on keeping clients updated on current market conditions along with Merrill Lynch’s economic forecasts so that you have a wide range of perspectives to aid you in meeting your financial goals.
• We are local, accessible, and will always respond promptly to your questions or concerns. Clients receive regular contact as well as invitations to personalized events.
http://fa.ml.com/schweizer.mahar.group
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Jay Friedland
(207) 650-4665
jaybanker@mmconsulting.info
M&M provides comprehensive compliance, audit, commercial loan review and risk management services to New England credit unions using a very seasoned team of full-time professionals. The M&M approach is to customize our services to fit client needs and to offer a fixed professional fee for the services provided. (www.mmconsulting.info)
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Rhonda Peruski
(800) 262-6285, Ext. 521, (734) 812-1284
Rhonda.Peruski@cucorp.com
The Sprint Nextel Credit Union Member Discount Plan offers participating credit unions a 15-percent discount on monthly recurring cell phone charges as well as discounts on accessories and equipment for corporate accounts. Credit unions, their employees, and their members can obtain the plan’s benefits wherever Sprint Nextel products are sold. Credit union members can receive a 10-percent discount on most monthly recurring charges, such as service plans and features. Members receive the discount simply by stating that they are a member of a credit union, even if their credit union is not participating in the program.
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Peter Shorrock, Sales Manager
(508) 436-1491
Peter.shorrock@wbmason.com
W.B. Mason has been providing customers with quality service since 1898. We have the ability to provide over 30,000 office products with next-day service and even same-day service in the Hartford and Springfield Markets. In addition to office products, Furniture, Furniture Design Services, Coffee and Beverage Services, Print and Promotional Products fall into our core competencies. We believe our Localized Business philosophy of superior customer service, low-cost company operations, and multi-million dollar leverage will help you meet your strategic goals. (www.wbmason.com)
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1064 East Main Street, Suite 201
Meriden, CT 06450-4898
800-228-2285 ▪ 203-265-5657
Fax: 203-284-8194 ▪ 203-294-4882
Name Direct Dial # Ext. # Cell Phone E-mail
Bass, Barb 203-608-7054 7054 203-317-1696 bbass@culct.coop
Capone, Joan 203-608-7062 7062 jcapone@culct.coop
Emerson, Tony 203-608-7070 7070 203-213-7829 temerson@culct.coop
Fuhlbrigge, Kelly 203-608-7055 7055 203-500-9293 kfuhlbrigge@culct.coop
Moalli, Nick 203-608-7059 7059 203-631-7123 nmoalli@culct.coop
O’Loughlin, Sue 203-608-7061 7061 soloughlin@culct.coop
Powers, Bob 203-608-7051 7051 203-213-0448 rpowers@culct.coop
Stamler, Abbi 203-608-7058 7058 astamler@culct.coop
Zagorski, Ed 203-608-7060 7060 ctcuacomm@culct.coop
▫ The direct-dial numbers for League staff do not go to the automated attendant
system. The staff member will either answer or your call will be directed to their
voice mail.
▫ If you dial the “traditional” League phone numbers (203-265-5657 and 800-228-2285),
the automated attendant system will answer. You can use the extension numbers
above to reach staff, access a staff directory, or utilize other options of the
automated system.
League Information Line
● 203-608-7052 ● 800-228-2285, Ext. 7052 ●
▫ The League Information Line is a special extension that will provide updated information on office closings, session cancellations, or alerts on new, important upcoming events or activities.
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From the Hartford Area:
Take I-91 South to Exit 17. Take ramp on the right and follow signs for East Main Street. Turn left onto East Main Street. The Cloverleaf Building will be on the left at the next light. Take a left onto Bee Street to enter the parking lot. The League is on the second floor.
From the New Haven Area:
Take I-91 North to Exit 16. Follow signs for East Main Street. At light, go straight ahead to Bee Street. Enter the parking lot. The League is on the second floor.
OR
Take the Wilbur Cross Parkway North (Route 15) toward Hartford. At Exit 67, take ramp right and follow signs for East Main Street. At light, go straight ahead to Bee Street. Enter the parking lot. The League is on the second floor.
From the Waterbury Area:
Take I-691 to Exit 10. Take Exit 67W right ramp and follow signs for East Main Street. Turn left onto East Main Street. The Cloverleaf Building will be on the left at the next light. Take a left onto Bee Street to enter the parking lot. The League is on the second floor.
From Middletown Area:
Take Route 66 to Exit 13, the East Main Street left exit. Proceed on East Main Street approximately one mile. The Cloverleaf Building will be on the right.
League Information Line
203-608-7052 ● 800-228-2285, Ext. 7052
The League Information Line is a special extension that will provide updated information on office closings, session cancellations, or alerts on new, important upcoming events or activities.
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