October 4th, 20219142Burbank, CA, October 4, 2021 – Partners Federal Credit Union (Partners, $2.4B) has announced the appointment of Ricky Otey (Otey) as their new president and chief executive officer (CEO).
Otey spent over 20 years in banking before making the move to credit union leadership. For the past seven years, Otey served as executive vice president and chief operating officer at $1.7B Sharonview Federal Credit Union. While at Sharonview, he was directly responsible for member acquisition and retention model initiatives that yielded member growth at twice the national average. His strong performance caught the eye of the Industry and Otey...
September 29th, 20212132The Board of Directors of PriorityONE Credit Union of Florida is pleased to announce the
appointment of Deana Hennessey, formerly the Executive Vice President, to be the next
President and Chief Executive Officer of PriorityONE Credit Union of Florida.
Deana has been with PriorityONE for 25 years serving in many capacities, and has been
involved in nearly every aspect of the Credit Union’s operations. After conducting a local
and state-wide search, we feel especially lucky to have had Deana as a candidate to lead
our team. We look forward to Deana’s successful transition into the role of the President
and CEO as she continues to...
September 24th, 2021564FLAG Credit Union Earns $125,000 CDFI Technical Assistance Award
CU Strategic Planning extended its reach to write grant applications for the U.S. Treasury’s Community Development Financial Institutions Fund Technical Assistance grants for FLAG Credit Union. The $54 million CDFI and its members won big with a $125,000 award, the full amount of the request.
Just 174 organizations received Technical Assistance awards in FY 2021, totaling $24.1 million, according to Treasury. Technical Assistance Awards help Certified CDFIs and emerging CDFIs to build capacity to provide services to low-income and underserved people and communities...
September 20th, 20215131DUNEDIN, Fla. (September 17, 2021) – Achieva Credit Union’s move into Hillsborough County has a new leader at its helm. The Dunedin-based credit union has named Rocio Smith as Hillsborough Market Vice President, with an initial focus on establishing Achieva’s first Hillsborough branch in Carrollwood.
The Carrollwood branch, located on 10901 N. Dale Mabry Hwy, will be a full-service Achieva location, featuring an area for members with high-top tables, charging stations and a coffee station. Following the opening of the Carrollwood branch in 2022, Smith and Achieva will continue to look for other sites and opportunities to further...
September 10th, 20213136Lake Mary, Fla. (September 8, 2021) – As part of its latest expansion, Addition Financial has opened its newest branch at Seminole State College’s Sanford/Lake Mary Campus. Located in the Wayne M. Densch Partnership Center, this full-service branch will provide convenient banking services to Seminole State students, faculty and staff.
Addition Financial was named the Preferred Credit Union of Seminole State College in 2014, providing support to a variety of events and initiatives on campus since that time. Through this partnership, the credit union leads through education, teaching money management workshops to instill positive...
August 31st, 20214103ORLANDO, FL (August 2021) – On July 23, McCoy Federal Credit Union’s Business Development and
Marketing team partnered with the Youth Empowerment Project (YEP) to conduct real life budget and expense
simulations of families and individuals for Financial Education Day at the Children’s Safety Village of Central Florida.
The YEP attendees used McCoy’s work books to discover their disposable income. They were then given their
“monthly pay check” to pay the “vendors of life” such as the mortgage company, utilities, insurance and groceries.
Seeing the physical money dwindle gave impact to their budgeting work sheet and taught...
August 31st, 2021292ORLANDO, FL (August 2021) – McCoy Federal Credit Union joined credit unions throughout the nation for
the #ILOVEMYCREDITUNION social media blitz on July 30. Posters were distributed company wide in Central
Florida with decorated slips of paper to encourage members and colleagues to “Tell Your Story.”
McCoy received an overwhelming 200 written testimonials mirroring these members’ viewpoints:
• “Thank you so much for always being able to help me when I need you. I feel safe and secure because of you guys!”
• “When I was poor 25 years ago, McCoy helped me rebuild my credit and savings. I will never leave McCoy!”
•...
August 31st, 20214131ORLANDO, FL (August 2021) – McCoy Federal Credit Union opened its 14th Central Florida location on Wednesday, August 4, in Hamlin, the center of the growing community of Horizon West in Southwest Orange County. The new branch is situated at 15402 Waterbird Road, Winter Garden, FL 34787 along Hamlin Groves Trail—south of New Independence Parkway and adjacent to SR 429—and welcomes residents with a whole new look.
The building’s modern concept features a bright, welcoming lobby area; suspended, cloud-like lighting fixtures; and an open
floorplan with spacious teller counters that encourage conversation. A light color palette that...
August 27th, 20213138Lake Mary, Fla. (August 25, 2021) – As the UCF Knights charge onto the field this season, many of the student-athletes will have secured endorsements through the new Name Image and Likeness (NIL) laws. This fall, Addition Financial will kick off a brand partnership with UCF’s starting quarterback, Dillon Gabriel.
“Addition Financial is proud to partner with our hometown quarterback and support our Knights this fall,” said Katie Thomason, Vice President of Community Engagement and Partnerships. “Athletes like Dillon Gabriel are a shining example to our community, and we are excited to align our brands through this...
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