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Goldenwest Credit Union
As President and Chief Executive Officer of Goldenwest Credit Union, Kerry H. Wahlen is responsible for the development and execution of the credit union’s strategic initiatives, as well as providing the overarching leadership and direction across the $2.4 billion organization.
Kerry holds a degree in Business Administration from Weber State University and an MBA from Utah State University. He lends his expertise and experience in the community by serving as a member of several local and state Boards, including: Utah State University Foundation; Utah-Idaho Cystic Fibrosis Foundation; Ogden/Weber Chamber Governance; Weber School Foundation; and, Utah Certified Development Corporation.
Mr. Edwards serves as Principal of TRISCENDNP. As a co-founder, Mr. Edward’s vision is to take the experience and discipline from his investment banking background and provide unique products and services to the employee benefits sector. Mr. Edwards has used his extensive investment banking and M&A experience to invent numerous proprietary strategies. These strategies are designed to provide equitable executive benefits, increase the financial efficiency of transactions, protect assets, and build wealth for organizations, business owners, entrepreneurs and professionals.
Prior to TRISCENDNP, Mr. Edwards served as Chief Executive Officer of Professional Holding Company, LLC, a diversified holding company offering participant benefit design and underwriting services, and third-party administration. The company offers a wide range of financial products and services to organizations and their key executives, including sophisticated advanced case modeling, underwriting and servicing.
Mr. Edwards has over 20 years of experience in advanced employee benefit design, investment banking, mergers & acquisitions, transaction engineering and financial products, and has held several senior positions with responsibilities ranging from development, acquisitions and operations. These experiences include extensive professional services positions in employee benefits, managed care, health care mergers and acquisitions, finance, venture capital, and business development.
Earlier in his career, Mr. Edwards served as Senior Vice President of Development for a leading medical services company that specialized in management and capital arrangements with leading medical groups in non-urban markets. In addition,
Mr. Edwards has served as Vice President for Columbia/HCA, Senior Vice President for Medical Care America, and Vice President for Critical Care America. Mr. Edwards has personally been involved in over 100 M&A transactions representing over $1.6 billion in purchase consideration. These transactions have included ambulatory surgery centers, hospitals, laboratories, ancillary centers and physician practices.
Mr. Edwards is a graduate of Whitworth College where he received his Bachelor of Science in Biology and Chemistry and pursued his Masters in Health Services Administration. He is active in his community and currently serves as Assistant Scoutmaster for Troop 227, Boy Scouts of America, as well as an Elder in his local church and is active in fund raising for several local charitable organizations.
Ms. Staron joined the company in 2009 and has served in a leadership capacity for several departments over the years. Currently, Ms. Staron oversees a wide range of functions at TriscendNP including Business Development, Client Relations and IT. In her role Ms. Staron is responsible for the quality of work product of various departments, the automation and improvement of processes, and the support of company of strategic initiatives.
Ms. Staron brings over a decade of marketing and finance experience to her current position with prior experience at MFS in Boston, MA and Divi Carina Bay Resort and Casino in St. Croix, USVI. She holds a Life, Accident, Health and HMO license, a Bachelor of Science (with honors) in Business Administration from Northeastern University, and a Master of Business Administration from Nova Southeastern University. Ms. Staron is also in pursuit of a Management certification from Harvard Business School.
BenefisCU expertise and resources are provided by the team at TriscendNP.
Michigan State University Federal Credit Union
April Clobes has been the President and Chief Executive Officer of Michigan State University Federal Credit Union since March of 2015. She joined MSUFCU in 1996 and moved through the organization from a marketing specialist to management and executive positions prior to being named President/CEO. She also serves as the CEO of the Reseda Group, MSUFCU’s wholly-owned Credit Union Service Organization.
Ms. Clobes has a Bachelor of Arts degree in Marketing from Michigan State University, a Master of Arts degree from Michigan State University in Advertising, and a Master of Business Administration from Western Michigan University. She has earned several awards, including Top Woman to Watch by the Credit Union Times in 2013; the Detroit Free Press Leadership Award in 2016; the ATHENA award from the Lansing Regional Chamber of Commerce and an Honorary Alumni Award from Oakland University in 2017; and the Detroit Free Press Top Workplaces Leadership Award in the large category group in 2018. In 2021 she received the Michigan State University Distinguished Alumni Award.
Ms. Clobes is an active leader on several industry, community and university boards. She is currently on the Board of Directors for the Lansing Economic Area Partnership and the Lansing Symphony Orchestra. She is the chair of the Finance Committee for the Michigan Humanities Council. Additionally, Ms. Clobes serves on the MSU College of Music National Leadership Council, Eli and Edythe Board Art Museum Advisory Board, and the Wharton Center Advisory Board. Ms. Clobes is a board member of Trellance, Members Development Company, and the Filene Research Group.
Founded in 1937, MSUFCU has a national reputation for excellence and has received several top industry and workplace awards, including being named a Top Workplace in the large employer category by the Detroit Free Press for eight consecutive years, a Top 100 Best Workplace for Women by Fortune Magazine for three consecutive years, and was named one of the top five Michigan credit unions by Forbes Best-in-State Credit Unions. MSUFCU was named a Best Workplace in Financial Services and Insurance by Fortune Magazine two consecutive years and has been certified as a Great Place to Work for eight consecutive years. MSUFCU has also been recognized by the Credit Union National Association, recently winning first place for the people-helping-people philosophy 2020 Louise Herring Award. MSUFCU is headquartered in East Lansing, Mich., has 22 branches, over 320,000 members, nearly $6.7 billion in assets, and more than 980 employees.
American Heritage Federal Credit Union
Brian W. Schmitt is currently Chief Financial Officer of American Heritage Federal Credit Union and its Credit Union Service Organizations-American Heritage Management Company LLC, First Heritage Financial LLC, Member Business Financial Services, LLC, First Heritage Realty Alliance, LLC, Nu Direction Lending LLC, Datava Solutions, LLC and American Heritage Insurance Services LLC.
Brian also serves on the Board of the Kids N Hope Foundation as Treasurer and on the Board of First Heritage Financial, LLC as a member, both since December 1, 2006.
Mr. Schmitt received a B.A. degree in Business Administration and a M.B.A. degree from Rutgers University, graduated the National School of Banking from the Savings & Community Bankers of America, is a Credit Union Enterprise Risk Management Expert and is a Certified Public Accountant in New Jersey.
Mr. Schmitt has been in the credit union movement for over 23 years with three credit unions, and prior to that with Bankers Trust, Washington Savings Bank and Deloitte & Touche, LLC.
Dollar Associates, LLC
Dennis Dollar is the principal partner in Dollar Associates, LLC, a full-service consulting group focusing on credit unions and the organizations that serve them. Dollar Associates was formed by former NCUA Chairman Dennis Dollar and his former NCUA Chief of Staff and Counsel to the Chairman Kirk Cuevas upon their departure from the National Credit Union Administration in April 2004.
Dollar Associates works with credit unions, trade associations, leagues, CUSOs, and organizations that serve credit unions in the fields of governmental relations, regulatory compliance, strategic planning, management training, and field of membership issues. He and Mr. Cuevas are recognized as the architects of many of NCUA’s most far reaching and innovative regulatory actions of recent years, including Access Across America, RegFlex, Incidental Powers and Field of Membership Modernization. Their expertise in these fields have made them sought after consultants, speakers, facilitators, presenters and strategists for countless credit unions and related organizations.
Mr. Dollar’s background is extensive in the credit union and public policy arenas.
Dennis Dollar was appointed by President George W. Bush to serve as Chairman of the National Credit Union Administration (NCUA) Board in 2001. Mr. Dollar had served on the three-member Board since being appointed by President Bill Clinton and confirmed by the U.S. Senate in 1997, having been a member of the NCUA Board during the most far-reaching period of legislative and regulatory change in the history of the American credit union movement. As part of the NCUA Board, Mr. Dollar oversaw the making of all regulations for federal credit unions and the administration of the federal insurance fund covering approximately 9500 federal and state chartered credit unions in the United States.
In his capacity as NCUA Chairman, Mr. Dollar also served as Vice Chairman of the Federal Financial Institutions Examination Council (FFIEC). The FFIEC is charged by the U.S. Congress with the responsibility for coordinating the examination and supervision programs of the five federal financial regulatory agencies.
A former two-term member of the Mississippi House of Representatives, Mr. Dollar was elected at age 22 to the House in 1975, at that time the youngest legislator in the state and one of the youngest in history. During his eight years in the House of Representatives, he won numerous awards for his leadership on issues ranging from open government to tax and education policy. Among his awards, Mr. Dollar received the prestigious Margaret Dixon Award from the Mississippi-Louisiana Associated Press Association for his tireless efforts in support of open government and sponsorship of the Open Meetings Act of 1981 and the Public Records Act of 1983.
Immediately prior to being appointed to the NCUA Board, Mr. Dollar served from 1991 to 1997 as President and CEO of what is now the Gulf Coast Community Federal Credit Union, at that time the Gulfport Veterans Administration Federal Credit Union which was a $32 million institution serving more than 12,000 members and 150 employer groups along the Mississippi Gulf Coast.
During his credit union career, his credit union won the national Dora Maxwell Social Responsibility Award from CUNA for its asset category and numerous local and state growth and service awards. Mr. Dollar was also a top five finalist for credit union CEO of the Year by Credit Union Times, a leading credit union industry publication, in 1994. His awards include a 2003 induction into the Mississippi Credit Union Hall of Fame and the Credit Union Executive Society (CUES) Hall of Fame, as well as receiving the prestigious 2004 Ambassador Award from the World Council of Credit Unions for his leadership in the international credit union movement and the 2005 Anchor Award from the National Credit Union Foundation for outstanding contributions to the credit union movement. In 2015, he was voted by the readers of Credit Union Times – the largest circulation credit union industry trade publication – as the Most Influential Credit Union Leader since 1990.
Active in a number of civic organizations, Mr. Dollar has served, among others, on Boards of the March of Dimes, United Way, Boys and Girls Club and local Chamber of Commerce. He is a Baptist deacon, a Gideon and a Sunday School teacher at Shades Mountain Baptist Church in Vestavia Hills, Alabama who also chairs the church finance committee.
Mr. Dollar received his bachelor’s degree in political science from Ole Miss in 1975 and is married to Janie, his wife of 45 years. He has a son, Chris, who is an associate with the Dollar Associates firm, and a daughter, Lindsay. Both of his children are married and the Dollars have five grandchildren.
Redstone Federal Credit Union
Joe Newberry is a lifelong resident of Huntsville, Alabama and a graduate of Auburn University. His career in the financial industry spans more than 44 years. Joe’s career began with First American Savings and Loan Association in Huntsville where he served for 18 years, and then 13 years with Alabama’s largest member-owned financial institution, Redstone Federal Credit Union (RFCU). In 2007, Joe was appointed President and CEO of Achieva Credit Union in Clearwater, Florida. In January 2008, he returned to RFCU to become its fourth President and CEO, and was honored to rejoin a strong tradition of leadership that today serves over 500,000 members. His career with RFCU now spans 25 years, and he is humbled and thankful to be able to serve his community in this capacity.
Because of his dedication to the community, Joe has been recognized and awarded for his community service in several charitable and civic organizations. In 2012 he was a recipient of the Martin Luther King Unity Award. Other leadership roles include the Chamber of Commerce Huntsville/Madison County (Chair of the Board 2017), United Way, The American Red Cross, The Rotary Club of Greater Huntsville, The Schools Foundation, and the Alabama Space Science Exhibit Commission (U.S. Space & Rocket Center). In 2018, he was named CEO of the Year by Credit Union Executives Society (CUES).
Joe and his wife, Marie are active in the community and have two grown children – Scott and Michelle (both Auburn graduates!), as well as three granddaughters and a grandson.
Maps Credit Union
Mark is the President of Maps Credit Union. Founded in Salem in 1935, Maps serves 75,000 residents of the mid-Willamette Valley through a network of 12 branches and offices located in Marion, Polk and Washington Counties.
Prior to his current leadership role, Mark served as Maps’ Chief Operations Officer and President of Maps Service Agency, Inc., the holding company for the Credit Union’s subsidiaries, including: CUW, Advanced Reporting, Evergreen Armored Transport and Maps Insurance Services. In that time, he led initiatives to form and/or acquire companies in the areas of technology, insurance, mortgage lending, business lending, registered investment advisory and employment screening.
A long-time community and industry volunteer, Mark currently serves on the Board of Trustees of the regional health system, Salem Health and on the Leadership Council for the Oregon Community Foundation. He remains active on several credit union industry boards, including NACUSO Business Services, Ongoing Operations, CU Benefits Alliance and Trellance.
Mark holds a Bachelor of Business Administration from Western Oregon University, a Master of Business Administration from Southern Oregon University and a Master of Science in Educational Leadership from the University of Oregon.
A native Oregonian, Mark lives in West Salem with his two children, Amelia and Anderson.
University Federal Credit Union
I’m an experienced senior-level Executive at several high-growth companies. I have also become an Investor and Advisor with small, startup companies looking to become technology suppliers to the type of corporations where I once was an Executive.
In August, 2018 I joined University Federal Credit Union (UFCU) as the VP – Information Technology/Chief Information Officer. This marked a return to an Executive Leadership role after several years as a private Investor, Advisor and Consultant. I became Executive Vice President, Operations and Strategy in January, 2020, supporting Finance, Information Technology, Human Resources, Organizational Development, Enterprise Risk Management and Legal. I continue to hold Board memberships in several Austin-area non-profits.
I spent 12 great years as the CIO at Whole Foods Market, starting there in September of 2000. I stepped out of that role in September of 2012.
I have been an Investor in several small, Austin-based companies, as an individual Angel investor and part of small syndicates. I work as a Mentor and Advisor with these organizations to pitch, market and support large potential corporate clients.
I am an active participant with the Social Venture Partner group in Austin; we advise non-profits in their pursuit of income-generating products and activities.
I have become a large and small company growth expert, and am called to advise investors and CEO’s on how to better market their products, and organize for expansion.
I want to contribute to the development of teams and individuals in meaningful endeavors. I’m in Pay-It-Forward mode; I’m rewarded through the success of others
Rhonda N. Hall has over 30 years of experience leading Human Resource and Organizational Development teams through process and performance improvements. While new to the Credit Union movement, she has found her calling and is gladly answering that call. Drawing from her experience at large organizations ranging in size from 15,000 to 150,000 employees, she tailors the systems, process and performance levels for the culture and size appropriate to Credit Unions. Rhonda has worked in highly regulated industries and prides herself on engaging employees. She has lead UFCU to be awarded the coveted Exceptional Workplace Award issued by Gallup. UFUC was one of only 39 companies worldwide to be awarded this honor in 2020. With a keen focus on releasing human potential, she is known for teaching others to fish, mentoring and growing staff to realize their full potential. Rhonda serves on various local non-profit boards of directors to include: Jeremiah Program, The Wittliff Collection and Texas Performing Arts. Rhonda has served as the Vice President of Human Resources and Organizational Development at University Federal Credit Union (UFCU) since 2017 based in Austin, Texas.
Sandia Laboratory Federal Credit Union
Rick Anderson, Executive Vice President and Chief Operating Officer of Sandia Laboratory Federal Credit Union, has been on the executive leadership team of the $3.5 billion, 133,000-member credit union since 2014. Rick joined the SLFCU staff in 1991 and has since overseen a broad number of Credit Union functions providing executive leadership, operational excellence, and innovative risk management to the organization. Rick holds both Bachelor and Master of Business Administration degrees from the Anderson School of Management at the University of New Mexico. Rick serves on the board of the Credit Union Association of New Mexico and sits on the National Association of Federal Credit Union’s Legislative Committee. Locally, Rick also serves on the board of the Albuquerque International Association and is a past Committee Chair for the Anderson School Foundation at the University of New Mexico. Rick holds a current Life, Accident and Health Insurance license in New Mexico. Rick has been married to his wife, Michelle, for 28 years and they have two adult children. Rick is proud to be a native New Mexican and enjoys reading widely, attending sporting events, and spending time with friends and family.
BenefisCU products and services offer a substantial opportunity to enhance ROA, are synergistic with a credit union’s core business and offer many benefits to members. Whether you are an equity member or associate member, our goals remain the same with each BenefisCU membership.