Board Of Directors

Jack Antonini, NACUSO CEOJack M. Antonini
President & CEO
Jack Antonini is the recently appointed president/CEO of NACUSO. Jack  was the former President & CEO of USAA Federal Savings Bank and member of USAA’s Executive Council (the top ten leaders of this diversified financial services company), when USAA FSB was recognized as “Best Bank in America” by Money magazine.  Jack was former head of the Consumer Banking Group as well as internet, phone and ATM delivery channels for all lines of business at First Union/Wachovia, one of the five largest banks in America.  Jack previously was Vice Chairman & CFO of FirstUSA, one of the three largest credit card companies prior to its merger with BankOne/Chase.  Most recently Jack was President & CEO of Cardtronics, where he helped grow the  business from 8,000 ATMs and $60 million in revenue to the largest ATM owner/operator in the world with over $500 million in revenue, the largest surcharge-free ATM network, with 6 of the top 10 banks and 7 of the top 11 retailers in the U.S as customers.

NACUSO
1908 Hill Manor Drive
Conroe, TX 77304
Phone: (713)208-0989
Fax: (832)442-5517
jack@nacuso.org or jantonini@aol.com


Doug PetersonDoug Petersen
Chairman
Doug Petersen is the President/CEO of Workers’ Credit Union, a $1.1 billion financial institution headquartered in Fitchburg, Massachusetts. Mr. Petersen has been involved with eleven CUSOs over the last 30 years; two wholly owned CUSOs and nine multi-credit union owned CUSOs.  Currently Workers’ Credit Union is an owner in the following CUSOs: Workers’ Financial Services, Member Gateways, Gateway Services Group, CUSO Financial Services,  CU Student Choice, Student CU Connect and CU Wallet.  Mr. Petersen was elected to the board in 2008.

Workers Credit Union
P.O. Box 8207
Fitchburg, MA 01420
Phone: (978)353-7021
dpetersen@wcu.com


Mike AtkinsMike Atkins
Vice Chairman

Mr. Atkins is CEO of Open Technology Solutions, a multi-credit union CUSO formed in 2003 to deliver collaborative technology solutions for its partner credit unions. Open Technology Solutions is jointly owned by Bellco Credit Union, Bethpage Federal Credit Union, First Tech Credit Union and SECU of Maryland. Prior to the formation of Open Technology Solutions, Mr. Atkins served as Chief Information Officer for Bellco Credit Union and as Interim President and Chief Operating Officer for a financial services solution provider offering home banking and electronic bill payment products. Mr. Atkins has been a member of the board since 2009.

Open Technology Solutions
8085 S. Chester, Suite #100
Centennial, CO 80112
Phone: (303) 708-7141
matkins@open-techs.com


Jay JohnsonJay Johnson
Secretary

Mr. Johnson is a Partner with Callahan & Associates, Inc. He leads the company’s research and analysis of key trends and issues driving credit union performance in the marketplace. Callahan is the premier source of credit union information and innovation, helping the industry to deliver superior value by providing performance benchmarking tools, strategic planning resources and cooperative partnership opportunities. Jay presents credit union performance trends and best practices in lending and deposit strategies, delivery channel management, and technology utilization to regional and national credit union conferences, as well as credit union strategic planning sessions. Mr. Johnson has been a member of the board since 2009.

Callahan & Associates Inc.
1001 Connecticut Avenue, NW
Washington, DC 20036
Phone: (202) 223-3920 ext. 352
jjohnson@callahan.com


Ray CrouseRay Crouse
Treasurer
Ray Crouse is the President and CEO of Parsons Federal Credit Union located in Pasadena, California. Mr. Crouse was recruited to this credit union in 2015 due to his strength in collaboration and strong belief in the credit union system. He has quickly energized this credit union and built a plan to turn around its aging membership. Prior to arriving at Parsons Federal Credit Union, Mr. Crouse operated his own consulting company, Unity Review which assisted many CUSOs, and Credit Unions with analyzing CUSO opportunities as well as specific investments in CUSOs. Mr. Crouse was also previously President of Allegacy Business Solutions for Allegacy Federal Credit Union. Mr. Crouse previously served on the NACUSO board 2012-2013 and was re-elected in 2016.

Parsons Federal Credit Union
100 W. Walnut Street
Pasadena, CA 91124
Phone: (626) 243-1344
ray@parsonsfcu.com


Mark Zook
Director
Mark is the President/CEO of Maps Credit Union, a Salem, Oregon-based community chartered credit union. In addition, Mark is the Chief Executive Officer of MaPS Service Agency, Inc., the holding company for the credit union’s subsidiaries including; Credit Union Wireless, Advanced Reporting, Maps Insurance Services and Fi-Linx. His involvement in the credit union and CUSO movement includes service on the Board of Directors of OCUL Services, Inc. (OSI), the Oregon trade association’s services Board, the Board of Managers of Ongoing Operations, a national multi-CU owned business continuity and disaster recovery CUSO, the Board of Managers of the CU Insurance Alliance, a national multi-credit union owned insurance agency CUSO, and the Board of Managers of the Willamette Business Group, a regional multi-credit union owned business lending CUSO. Mr. Zook was elected to the board in 2009.

Maps Credit Union
P.O. Box 12398
Salem, OR 97309
Phone: (503)375-0455
MZook@mapscu.com


Mike Hales
Director

Mike Hales is a former bank president and credit union consultant. He is a law school graduate experienced in consumer and commercial lending, strategic planning, collaborative business modeling and CUSO design and development. As president of prominent consulting firm Counter Intelligence Associates and a partner with its successor, The Rochdale Group, Mike was instrumental in the creation of sixteen multiple credit union owned business services CUSOs. Mike has served on the NACUSO Board in various capacities, including Chair of the Business Services Advisory Board and chair of the Association’s Governance Committee. Mike is Executive Vice President and Director of Strategic Relationships with CU Revest, LLC, a San Diego based multiple credit union owned CUSO dedicated to the restoration of capital and recovery of qualified credit union members. Mr. Hales was originally elected to the Board in 2005.

CU Revest, LLC
13520 Evening Creek Drive North, Suite #500
San Diego, CA 92128
Phone: (858) 467-7251 or Mobile: (949)291-6363
mhales@curevest.com


Amy BeattieAmy Beattie
Director
Amy Beattie is Co-founder and Chief Operating Officer at CUSO Financial Services, LP, a broker-dealer and CUSO.  With branch offices nationwide, CFS serves more than 175 credit unions across the country, and as a limited partnership, has more than 50 credit union owners. Amy helped grow this company from a two-person, one-cubicle venture to the successful firm it is today.  A seasoned professional with 30 years of experience in the securities industry, Amy has high-level and comprehensive experience consulting with new and existing broker-dealers and financial institutions. She previously served as Vice President of Operations for both a large, national broker-dealer and the broker-dealer division of a large domestic bank. As COO, Amy is responsible for the day-to-day operations and for guiding the development of the technology systems that have elevated the company to a leading position in the credit union and brokerage industries.  Amy was elected to the board in 2015.

CUSO Financial Services, LP
10150 Meanley Drive, 1st Floor
San Diego, CA 92131
Phone: (858) 530-4411
abeattie@cusonet.com


Dean YoungDean Young
Director
Dean Young leads PSCU’s client relationship team, which serves the CUSO’s 800 Member-Owner credit unions across the country. Dean’s group collaborates closely with Member-Owners to understand each credit union’s overall strategy and then brings the full power of PSCU to partner with the credit union to deliver on those strategies. Dean joined PSCU in 2005 with 15 years of financial services expertise focused on bringing the greatest value to partnerships. Prior to joining PSCU, Dean was a Vice President of Relationship Development for a subsidiary of Bankers Financial Corporation. Under his direction, the subsidiary experienced double-digit revenue growth as well as 95% client retention. During his 12-year career with the firm, he held various relationship development, sales, finance and operational leadership roles.  Mr. Young was elected to the board in 2015.

PSCU
560 Carillon Parkway
St. Petersburg, FL 33706
Phone: (727) 571-7982
dyoung@pscu.com


John CarringtonJohn Carrington
Director
John Carrington is the Senior Vice President of Sales and Strategic Alliances for CU Direct, and is based in the company’s Rancho Cordova, California office. Mr. Carrington oversees all sales activity for the company, including the company’s five sales regions. Since joining CU Direct in 2002, his accomplishments have included overseeing the expansion of the company’s CUDL brand from 10 states and 4 Business Units to 48 states and 5 regional sales locations with staffing in these areas exceeding 100 employees. Mr. Carrington was elected to the board in 2016.

CU Direct
10995 Gold Center Drive, Suite #150
Rancho Cordova, CA 95670
Phone: (916) 463-8415
John.Carrington@cudirect.com


Nick EvensNick Evens
Director
Nick Evens is the President of The Veridian Group, the wholly owned CUSO holding company of Veridian Credit Union. Veridian is a $3B+ credit union serving over 196,000 members based in Waterloo, IA. The Veridian Group operates two CUSOs, partners in another and has minority investments in additional five CUSOs. Mr. Evens manages the portfolio of the five equity investments in CUSO and Fintech related companies and serves on the Board of Directors of four of those companies and across all eight CUSOs have experience in insurance, payroll services, commercial lending, payments, credit cards, marketing and a mobile wallet. Mr. Evens was elected to the board in 2016.

The Veridian Group, Inc.
1827 Ansborough Avenue
Waterloo, IA 50701
Phone: (319) 833-1496
nickae@veridiancu.org


Bill Beardsley
Director
After nearly a 20 year banking career in Michigan, Bill led the launch of Michigan Business Connection, LC in March 2004 and serves as its president and chief lending officer.  MBC is a collaborative effort by credit unions throughout the State of Michigan to provide small business and commercial real estate financing.  The MBC business model enhances sustainable lending capacity by allowing credit union lenders to share the risks and costs of commercial loan program management while collaboratively providing capital critical to Michigan’s economic prosperity.  Since inception, MBC has helped the credit unions originate and manage more than a half billion in financing for Michigan business owners and real estate investors.  The company is headquartered in Ann Arbor, Michigan.  Mr. Beardsley has been a member of the board since 2017.

Michigan Business Connection
3600 Green Court
Ann Arbor, MI 48105
Phone: (734)926-4250
billb@mbcloans.biz


 

Guy Messick
Legal Counsel

Guy Messick is an attorney with the law firm of Messick & Lauer, P.C in Media, Pennsylvania. Mr. Messick provides legal and consultation services to credit unions and credit union service organizations nationwide. As General Counsel to the National Association of Credit Union Service Organizations (NACUSO), Mr. Messick serves as a liaison with the NCUA, SEC and other regulatory agencies. His law firm maintains a website at www.cusolaw.com.  Mr. Messick has been with NACUSO since 1984.

Messick & Lauer P.C.
211 N. Olive Street
Media, PA 19063
Phone: (610) 891-9000
Fax: (610) 891-9008
gmessick@cusolaw.com


Bob Frizzle
Chief Financial Officer

Bob Frizzle is Chief Financial Officer of CU*Answers, Inc. CU*Answers, the data processing CUSO from MI, is owned by more than 80 credit unions nationwide. As CFO, Mr. Frizzle is responsible not only for CU*Answers own accounting and financial activities, but he also plays a key role in the independent business units under the CU*Answers umbrella, including its Item Processing arm and WESCO Net. Mr. Frizzle also serves as the CFO for the following CUSOs and Associations: Xtend, Inc., eDOC Innovations, Inc., CU Student Choice, LLC and NACUSO. Mr. Frizzle also sits on the Board of Directors for eDOC Innovations, Inc., and CU*South, Inc. He is also a member of the Management Committee of Processing Alliance, LLC.

CU*Answers
6000 28th Street SE, Suite #100
Grand Rapids, MI 49546
Phone: (616) 285-5711
bfrizzle@cuanswers.com