National Credit Union Foundation Holds 2009 Annual Meeting in New Orleans

New Orleans Shops at Canal Place are now open.
For the first time ever, the National Credit Union Foundation (NCUF) held its Annual Meeting in New Orleans.

NCUF Board members toured the Crescent City’s low-lying areas on January 26, 2009.

They saw amazing progress of recovery efforts from Hurricane Katrina since August 29, 2005.

From 2005-08, NCUF worked with credit union leagues on the Gulf Coast to make over $3.6 million in Katrina relief grants.

It was the largest disaster relief fundraising effort in credit union history.
The 2009 NCUF Annual Meeting was hosted at the new headquarters of Jefferson Financial Credit Union, which invested $2 million in the Community Investment Fund (CIF) to support both NCUF and the new Louisiana Credit Union Foundation.

The meeting featured a guest presentation by the Louisiana Credit Union Foundation and New Orleans Firemen’s Federal Credit Union. Both offered lessons from their disaster recovery experiences.

The Louisiana Foundation committed to raise future relief funds through CUAid is the fundraising platform developed by NCUF to assist credit unions and credit union people impacted by disasters.


In action items at the 2009 Annual Meeting, the NCUF Board:

  • Elected 2 New NCUF Board Members to 3-Year Terms:
  • Paul Mercer
    Paul Mercer


    Ohio Credit Union League

    Columbus, Ohio
    Christopher Roe
    Christopher Roe

    Senior Vice President of
    Corporate & Legislative Affairs

    CUNA Mutual Group

    Madison, Wisconsin

  • Re-Elected 3 Current NCUF Board Members to New 3-Year Terms:
  • John Gregoire
    John Gregoire


    Pro-Con Group, Ltd.

    Madison, Wisconsin
    Allan Kemp McMorris
    Allan Kemp McMorris


    Oakland County Credit Union

    Waterford, Michigan
    John Radebaugh
    John Radebaugh


    North Carolina Credit Union League


  • Elected 1 New NCUF Board Officer:
  • Laida GarciaTreasurer:

    Laida Garcia

    Executive Vice President

    Florida Central Credit Union

    Tampa, Florida

    As Treasurer, Garcia will chair NCUF’s Investment Advisory Committee. The committee’s mission is to review investment performance and investment policies to assist staff in making recommendations to the NCUF Board.

  • Re-Elected 3 Current NCUF Board Officers:
  • Allan Kemp McMorrisChairman:

    Allan Kemp McMorris


    Oakland County Credit Union

    Waterford, Michigan

    McMorris is an outspoken advocate of credit union membership growth and financial education – key goals of the two largest programs receiving NCUF funding: REAL Solutions and Biz Kid$.
    Gary OaklandVice Chairman:

    Gary Oakland

    President & CEO


    Seattle, Washington

    Oakland represents investors in the Callahan Fund, a CIF sub-fund that provides NCUF’s underwriting support for Biz Kid$.

    Oakland will continue to chair NCUF’s Fundraising Committee.

    Oakland directed the Fundraising Committee to create a CIF Task Force to explore “alternative fundraising strategies that could complement the traditional CIF strategy.” For example, alternative strategies could include ways for credit unions with high loan-to-share ratios to donate both to NCUF and to state credit union foundations without reducing liquidity.
    Francois HenriquezSecretary:

    Francois Henriquez

    Senior Vice President & General Counsel

    US Central Federal Credit Union

    Lenexa, Kansas

    Henriquez agreed to serve on the CIF Task Force. He also plans to continue to chair NCUF’s Governance & Nominations Committee.

  • Approved Additional Grants for Biz Kid$:
  • Click to see Biz Kid$!The new season of Biz Kid$ began airing this month on 334 PBS stations – 97% of America’s public television market.

    The program’s new educational outreach partner, Outreach Extensions, has developed a national campaign including grants that will be offered to PBS stations to extend the series’ reach into communities.

    Stations are encouraged to partner with local credit unions for volunteers to implement their projects.

    Outreach Extensions has secured $15,000 from the Annie E. Casey Foundation to fund two first-tier grants.

    Other station grants will be awarded in February 2009.


    Also during the 2009 NCUF Annual Meeting, Chairman McMorris presented awards to two outgoing NCUF Board members who completed more than 10 years of service:
    Mary Cunningham receives a commemorative vase from Allan Kemp McMorris for 11 years of service to the NCUF Board.Immediate Past Chair:

    Mary Cunningham


    USA Federal Credit Union

    San Diego, California

    Cunningham directed NCUF’s adoption of the REAL Solutions and Credit Union Development Education programs.
    Larry Blanchard receives a commemorative gavel from Allan Kemp McMorris for 10 years of service to the NCUF Board.
    Retiring Board Member:

    Larry Blanchard

    Former Senior Vice President of
    Corporate & Legislative Affairs

    CUNA Mutual Group

    Madison, Wisconsin

    Blanchard also served with distinction on the NCUF Grants Committee.

    “Thank you all for committing your time, your resources, and your insights on behalf of this great Foundation,” Chairman McMorris concluded in his address to all NCUF Board members. “We can all be proud of the work the Foundation is doing, and the plans we are shaping for the future.”