Association Chapter Presidents


Linda Bourgeois, UFirst FCU


Marie T. Betti, Western NY FCU


Betsy Kindlon, Community Resource FCU


Richard A. Mantey, Ulster FCU

Other Consulting Services

Besides these key services, we can also guide and facilitate on a variety of topics:

  • Discussions on major decision-making affecting your credit union
  • NCUA examination recommendations and implementation
  • Improving the credit union’s financial condition
  • And various other topics pertinent to your credit union

Making the Strategic Connection

This unique three-dimensional planning program has helped many small asset size credit unions throughout New York State by setting them on a course for internal and external growth. The program includes strategic planning workshops, the development of a functional marketing plan and corresponding budget, and a comprehensive financial forecast. This program is offered in partnership with the New York Credit Union Foundation.

Financial Analysis and Forecasting

Business Plan Development

A written plan provides a crucial road map for your credit union’s activities, and is often required by the regulator. Whether you’re looking to expand your charter to serve a community or an underserved area, we are here to help.

Strategic Planning

Consulting Services

Meet the Management Consultants

Tracy Conner, vice president, leads our Member Relations team. With the support of Management Consultants Marge Kazz and Christopher Pajak this high-caliber team of professionals brings its talent—and nearly 75 years of combined experience—to the local level. Keep them informed and share your feedback on how we can help you better serve your members.

Member Relations

The value of personal contact between the Credit Union Association of New York and member credit unions cannot be underestimated. This interaction gives credit unions a voice within the Association and enables us to better understand what’s on your minds, at the credit union and chapter level.

Governmental Affairs Representatives

Click on the links below for pdf copies of the publications.

2008 Legislative Advocacy Agenda

2007 Report to Credit Unions