named programs · 5 · from sources
What they call their work
Elevating Credit Union Leaders Series
Leadership development conference series offering virtual and in-person sessions focused on growing influential leaders within the credit union movement.
Financial Counseling Certification Program (FiCEP)
Eight-module certification program delivered via webinars and self-study materials that trains credit union staff to become Certified Credit Union Financial Counselors, enabling them to guide members toward financial security.
ListServ Groups
Specialized email forums for credit union professionals by role or interest area, enabling peer collaboration, knowledge sharing, and best practice exchange across New York State.
State Governmental Affairs Conference
Annual advocacy event in Albany that connects credit union leaders with state lawmakers and regulators to advance the credit union agenda in New York.
Young Professionals Commission
Initiative designed to engage, connect, and empower young credit union professionals (ages 39 and under) through networking, local meet-ups, and leadership opportunities.
activities · 7 groups
What they do
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Professional Networking Events 2 activities
- Facilitates networking and collaboration among credit union professionalsOperates email ListServ groups and organizes local meet-ups for credit union professionals, including young professionals, to share best practices, industry updates, and engage in networking and service activities.
- Hosts leadership and training events for credit union professionalsOrganizes live in-person and virtual events across New York State, including conferences, schools, and webinars, featuring nationally recognized instructors to foster professional development, collaboration, and networking among credit union staff.
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Industry Advocacy and Regulatory Engagement 1 activity
- Conducts advocacy for New York credit unionsAdvocates on behalf of nearly 6 million credit union members at the state legislature in Albany and in Washington, D.C., through political and grassroots programs to advance shared legislative and regulatory goals.
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Professional Certification and Continuing Education 1 activity
- Delivers Financial Counseling Certification Program (FiCEP)Offers a structured certification program combining self-study, live webinars, and networking opportunities to train credit union staff in guiding members toward financial security, including an eight-module curriculum and expert guidance.
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Nonprofit Organizational Management 1 activity
- Oversees operations of affiliated credit union entitiesManages daily operations, strategic planning, financial oversight, and administrative services for the Association and its affiliated organizations: OwnersChoice Funding, UsNet, and the New York Credit Union Foundation.
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Policy Advocacy & Research 1 activity
- Produces public impact reporting on credit unionsCreates and publishes an annual New York Credit Union Impact Report to educate the public about the community contributions and economic impact of credit unions in the state.
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Professional Education and Certification for Financial and Estate Planners 1 activity
- Provides education, training, and compliance support to credit unionsOffers ongoing access to webinars, certification programs, expert guidance, and resources on compliance, industry trends, and operational needs to support credit union performance and decision-making across New York State.
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Uncategorized 1 activity
- Provides legal counsel to credit unionsOffers legal services specializing in commercial, bankruptcy, and real estate law to credit unions nationwide, with a history of representation since 1989.
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financials · form 990 · fy2024
revenue
Total revenue$3.15M
Contributions & grants$00%
Program service revenue$2.91M93%
Investment income$236K8%
Other revenue$0
expenses
Total expenses$3.28M
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$1.19M
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$27.41M
Cash$2.95M
Investments$24.21M
Liabilities$2.83M
Net assets$24.57M
Liquid reserves99.4 mo
3 years on record · 2020–2024 · YoY revenue +13.5%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 8
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| WILLIAM J MELLIN | PRESIDENT/CEO | 18 | $614K |
| EDWARD KOVALEFSKY | CHIEF FINANCIAL OFFICER | 7 | $223K |
| CHRISTOPHER PAJAK | CHIEF OPERATING OFFICER | 35 | $208K |
| GREGORY MASTRANGELO | CHIEF TECHNOLOGY OFFICER | 9 | $202K |
| LORI MAYER | DIRECTOR OF HUMAN RESOURCE | 9 | $153K |
| BARBARA DELAFAYETTE | DIRECTOR OF FINANCE | 18 | $147K |
| ZACHARY OGDEN | DIRECTOR OF MEMBER SERVICES | 35 | $135K |
| LAURIE MOORE | DIRECTOR OF EXECUTIVE AFFA | 18 | $133K |
board members · 12
- A RYAN ROBERTS — TREASURER
- BRAD CALHOUN — DIRECTOR
- BRIAN MAY — DIRECTOR
- ERIC HEPKINS — CHAIR
- GARRETT GIZOWSKI — SECRETARY
- JOHNATHAN ROBERTS — DIRECTOR
- KEITH STONE — DIRECTOR
- KEVIN MIETLICKI — DIRECTOR
- LAURIE BAKER — DIRECTOR
- MAGGIE POPE — VICE CHAIR
- MARIE BETTI — DIRECTOR
- ROBYN YOUNG — DIRECTOR
relationships · 30
Who they work with
- Alternatives FCU Network — Kevin Mietlicki, representing Alternatives FCU, serves as Vice Chair on the Board of Directors.
- Association Partners Partner — Industry providers partnered with to support credit unions through specialized services and shared knowledge
- Cornerstone Community FCU Network — Eric Hepkins, representing Cornerstone Community FCU, serves on the Board of Directors.
- Cornerstone Community FCU Partner — Hosts the Lending School event in Lockport, NY
- Educational & Governmental EFCU Network — Gary Gizowski, representing Educational & Governmental EFCU, serves as Secretary on the Board of Directors.
- Empower FCU Partner — Hosts the CUTrends marketing and sales conference in Syracuse, NY
- GPO FCU Network — Nick Mayhew, representing GPO FCU, serves as Treasurer on the Board of Directors.
- Great Erie FCU Network — Robyn Young, representing Great Erie FCU, serves on the Board of Directors.
- Great Meadow FCU Network — A. Ryan Roberts, representing Great Meadow FCU, serves as Chairman on the Board of Directors.
- Hudson Valley Credit Union Network — Jonathan Roberts, representing Hudson Valley Credit Union, serves on the Board of Directors.
- LinkedIn Partner — Platform used by the Young Professionals Commission to share information and promote engagement among young credit union professionals.
- Member Relations team Partner — Internal team providing direct support to member credit unions.
- Mitchell Pollack & Associates, PLLC Partner — Alliance through which Mitchell Pollack serves as General Counsel.
- Municipal Credit Union Network — Kyle Markland, representing Municipal Credit Union, serves on the Board of Directors.
- New York Credit Union Foundation Partner — Affiliated nonprofit entity supported by the Association.
- New York Credit Union Foundation Partner — Provides grant funding and disaster relief aid to members through this affiliated foundation.
- Ostroff Associates Partner — Alliance through which Amy Kramer serves as Chief Advocacy Officer.
- OwnersChoice Funding Partner — Affiliated entity overseen by the New York Credit Union Association.
- REAL Solutions Partner — Partnership to deliver the Enhanced FiCEP program.
- Strategic Partners Partner — Collaborates with Strategic Partners to offer industry-leading solutions to member credit unions.
- Teachers FCU Network — Brad Calhoun, representing Teachers FCU, serves on the Board of Directors.
- The Finest FCU Network — Keith Stone, representing The Finest FCU, serves on the Board of Directors.
- The Summit FCU Network — Laurie Baker, representing The Summit FCU, serves on the Board of Directors.
- Tonawanda Valley FCU Network — Kristine Duran, representing Tonawanda Valley FCU, serves on the Board of Directors.
- TruStage Partner — Partner organization providing services to credit unions, currently experiencing a cybersecurity incident
- UsNet Partner — Affiliated entity (Universal Sharing Network, Inc.) providing shared services to credit unions.
- Western New York FCU Network — Marie Betti, representing Western New York FCU, serves on the Board of Directors.
- William J. Mellin Government — President/CEO of NYCUA
- credit unions across the state Coalition — Collaborates with credit unions across New York to amplify advocacy efforts.
- preferred and vetted industry providers Partner — Connects credit unions with selected industry providers through a vetted network.
strategies · 3
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Capacity Building Through Peer-Led Knowledge Exchangemethodology: peer_networking_by_roleBy facilitating peer networking and role-specific collaboration, the organization enhances professional development and institutional capacity, because shared experience among practitioners produces more relevant, trusted, and actionable insights than top-down training alone.
- Collective Advocacy Through Unified Representationmethodology: collective_advocacyBy uniting credit unions across New York State under a single representative body, the organization amplifies their influence in policy and regulatory discussions, because collective action produces stronger advocacy outcomes than individual efforts.
- Empowerment Through Financial Counseling and Certificationmethodology: empowerment-through-counselingBy certifying credit union staff in financial counseling and promoting client-facing financial education, the organization strengthens member financial security, because empowered members make better financial decisions and deepen their relationship with credit unions.