With the Carolinas Credit Union League Annual Meeting less than two weeks away, excitement is building for June 1-3 in Hilton Head Island, S.C. More than 385 participants and 52 vendor partners are expected to gather under the big tent for this seaside, carnival-themed celebration of the League difference, credit union progress and cooperation, and the industry advancements that continue to strengthen financial well-being for the 7 million members Carolinas credit unions serve.

Business session in focus

A key moment of the meeting comes during the business session on the morning of June 3, led by CEO Dan Schline and the League Board. Members can expect a clear look at how League work continues to deliver value across core areas such as advocacy, professional development, risk management, and creating community. The session will also reinforce how Carrick Professionals helps drive revenue and support a strong, sustainable future for the League, while underscoring that bringing credit unions together in a collaborative environment remains essential to shared success.

“Annual Meeting is an important time for the League to update members on where things stand and where we’re headed as a movement,” said Schline. “The business session also gives credit unions a chance to hear directly from partners like the Carolinas Credit Union Foundation, Vizo Financial and TruStage about the work happening across the system to support our members and their communities.”

Leadership and governance

The business session will also include the announcement of this year’s board election results. One contested seat, the Tier 3 North Carolina position representing credit unions with assets under $100 million, will be decided by member vote, while three other positions were filled by acclamation. Together, those results will help shape the League’s leadership as it continues its work on behalf of credit unions across both Carolinas.

Advocacy takes the stage

Advocacy will also be front and center throughout the event. South Carolina State Sen. Wes Climer, who is running for the state’s Fifth Congressional District seat, is slated to welcome participants on June 2. His presence continues a strong tradition of hosting influential lawmakers at Annual Meeting and reflects the League’s commitment to building meaningful relationships that elevate the collective voice of credit unions. That momentum will carry into The Exchange: A Conversation with Advocacy on June 3, where League Chief Advocacy Officer Billy Boylston will moderate a panel of credit union CEOs centered on the theme, “Contribute, Communicate and Connect.”

The takeaway is timely and straightforward: advocacy is not a one-time event, but an ongoing process that depends on contribution, communication and connection at every level. As Annual Meeting approaches, that message and the broader program promise a meaningful few days ahead.

Members are encouraged to register by Friday, May 22, the final day to sign up for the conference. Visit carolinasleague.org/annualmeeting to get started.

The American Association of Credit Union Leagues recently released its Credit Union Affordability Toolkit, a complimentary and fully customizable communications resource available to credit unions through the League System. The toolkit is the latest in a series of shared resources being rolled out throughout 2026 to support credit unions’ education, outreach and advocacy efforts.

The toolkit highlights the measurable impact of the credit union model, including lower loan rates, reduced fees and personalized financial services that help members save money over time. According to AACUL, credit union members save hundreds of dollars annually through the not-for-profit structure that prioritizes member value over shareholder profit.

“The League System is focused on delivering practical, high-impact resources that benefit credit unions of all sizes,” said Brad Miller, president of AACUL. “By collaborating to underwrite these toolkits, Leagues are able to offer customizable, no-cost resources that help credit unions clearly articulate their value in today’s economic environment. Affordability is top of mind for consumers, and this toolkit helps credit unions meet that moment.”

Designed for flexibility, the toolkit can be incorporated into existing marketing and outreach efforts across digital platforms, earned media and community engagement initiatives. Resources included in the toolkit feature member-facing newsletter, blog and email copy, website and social media graphics, a customizable press release template and a budgeting worksheet intended to support financial wellness conversations.

All materials are fully customizable, allowing credit unions to incorporate local branding, community data and contact information to better connect with members and prospective members.

The Affordability Toolkit builds on earlier releases in the League System’s 2026 toolkit series and reflects AACUL’s continued commitment to strengthening credit unions through shared resources, aligned messaging and systemwide collaboration.

For more information or to access the toolkit, visit aacul.com/toolkit.

The second quarter of 2026 brings a full slate of CCUL Networks meetings, offering League members multiple opportunities to connect with peers, share insights and dig into timely industry challenges across functional areas.

Upcoming CCUL Network meetings include:

• CDFI Network Event – June 10 at 2 p.m. ET
• Financial Wellness Network Event – June 5 at 11 a.m. ET
• HR/OD Network Event – June 8 at 2 p.m. ET
• Internal Audit Network Meeting – June 26 at 10 a.m. ET
• Lending Network Event – June 25 at 2 p.m.
• MemberXP Network Event – June 23 at 10 a.m. ET

Each event is designed to foster peer and expert-led learning, and real-world problem solving—bringing together credit union professionals who are navigating many of the same challenges and opportunities.

Demonstrating strong momentum and member value

Since their launch in February 2025, CCUL Networks have shown strong and steady engagement, reflecting a clear appetite among members for collaborative, role-specific connection. Over the past year alone, 232 professionals participated in virtual and in-person Network meetings, while 280 members—including League staff—are now active within the LinkedIn-based communities.

Discussions and meeting topics continue to evolve based on member interests and emerging needs. Recent conversations have ranged from legal and regulatory updates and CECL validation tools, to talent retention strategies, culture building, and ways to enhance the member experience. This flexibility allows Networks to stay relevant, responsive, and practical.

The value of peer-driven collaboration remains a central theme for participants.

“Since joining, I have found the collaboration deeply valuable,” said Autumn Rubio, a member of the CDFI Network. “Peer collaboration like this matters because we all have the same challenges, whether it’s complex regulatory shifts like CECL or small innovations to enhance the member experience.”

Others emphasize the benefit of learning directly from colleagues in similar roles.

“I enjoy learning from others in similar roles,” said Taylor Henderson, a member of the Financial Wellness Network. “The more we share, the better we all get, and I think it’s just going to keep getting better from here.”

Join a Network

League members are encouraged to get involved in one or more CCUL Networks to stay connected with peers and informed on trending conversations shaping the credit union industry. Visit carolinasleague.org/ccul-networks to join the LinkedIn groups and sign up for the email list to receive updates on upcoming meetings and events.

ROWAN COUNTY, NC – North Carolina state officials, credit union leaders, and community partners gathered in Rowan County on Friday, April 17, to unveil a new North Carolina Highway Historical Marker honoring Piedmont Credit Union of Landis, the first African American credit union established in the United States.

Founded in 1918 by local farmer Thomas B. Patterson and 22 fellow community members, Piedmont Credit Union was created to provide fair, affordable access to credit for Black farmers during the height of Jim Crow–era economic exclusion. At a time when the crop‑lien system and discriminatory lending practices routinely charged interest rates as high as 60 percent, Piedmont offered loans at a fixed six percent – a cooperative lifeline that helped families preserve land ownership and build economic stability.

“The story of Piedmont Credit Union is the story of the credit union movement at its most powerful – ordinary people coming together to create economic opportunity where none existed,” said Dan Schline, president and CEO of the Carolinas Credit Union League. “Over a century later, that spirit of people helping people remains the foundation of every credit union in the Carolinas and across this country.”

U.S. Sen. Thom Tillis also recognized the institution’s enduring significance and its place in North Carolina history. “The dedication of the Piedmont Credit Union historical marker is a fitting tribute to Thomas B. Patterson and the founders who had the vision to build an engine of economic opportunity in Rowan County,” Tillis said. “Their legacy is a testament to the North Carolina spirit of innovation and community, and I am proud to honor their courage and lasting impact on our state’s history.”

Community roots and cooperative partnerships

The dedication program was hosted at Sandy Ridge A.M.E. Zion Church in China Grove, a congregation with deep ties to Piedmont Credit Union’s founding. The church’s elder at the time, Dr. James Aggrey, was a respected community leader who played a key role in helping Patterson establish trust within the community and build the coalition that ultimately formed the credit union.

Church leaders opened their fellowship hall for the event, providing hospitality and sharing local history with more than 80 attendees.

Speakers during the program included representatives from the Carolinas Credit Union League, the Carolinas Credit Union Foundation, the African American Credit Union Coalition (AACUC), leaders of Sandy Ridge A.M.E. Zion Church, and an official from the North Carolina Highway Historical Marker Program, along with greetings from invited state and federal officials.

Priscilla Awkard, AACUC board member, presented a formal resolution honoring Piedmont Credit Union and its founders to Sandy Ridge A.M.E. Zion Church Pastor Rev. Patrick Tate, recognizing the church’s historic and ongoing role in supporting cooperative economic empowerment.

A legacy that sparked a movement

Within just two years of Piedmont Credit Union’s founding, 13 additional African American credit unions were established across North Carolina, illustrating how Patterson’s vision sparked a broader movement of cooperatives advancing financial inclusion. By the end of 1919, Piedmont had grown from 23 members to 82, with total resources exceeding $1,300 – a significant achievement for a grassroots financial institution at the time.

“The Highway Historical Marker Committee unanimously approved Piedmont Credit Union as a marker topic, recognizing its statewide significance as a community-driven effort to secure economic stability despite systemic barriers to Black financial mobility,” said Leslie Leonard, administrator of the N.C. Highway Historical Marker Program.

Broad industry support

Credit union leaders, staff, and industry collaborators attended the dedication in support of the milestone, including representatives from Coastal Credit Union, Skyla Credit Union, State Employees’ Credit Union, Carrick Professionals, the National Association of Latino Credit Unions & Professionals (NLCUP), and other credit union organizations and partners.

The marker is located at the intersection of Mount Moriah Church Road and Flat Rock Road in China Grove, near the original site of Piedmont Credit Union.

More than a century ago, Patterson described the philosophy behind the institution he helped build in simple, enduring terms. Writing in 1920, he explained that, “A thrifty, hard-working, intelligent farmer is an asset to any community, [and] the credit union aids in making him all of these. After all, it is not what a man makes that gives him standing in the community; it is what he saves that counts.”

Those words, and the cooperative vision behind them, remain at the heart of credit unions’ mission.

The dedication will be held Friday, April 17, at 1 p.m. at the intersection of Mount Moriah Church Road and Flat Rock Road in China Grove, N.C. The marker is part of the N.C. Highway Historical Marker Program, administered by the N.C. Department of Natural and Cultural Resources.

Piedmont Credit Union was founded April 19, 1918, in Landis, N.C., by Thomas B. Patterson and 22 Black farmers seeking fair access to credit at a time when discriminatory lending practices often left African American communities with limited financial options.

The credit union provided reasonable loan rates and cooperative financial support, helping members protect their land, build savings and strengthen their communities. Its success helped inspire the formation of additional African American credit unions across North Carolina in the years that followed.

The Carolinas Credit Union League is honored to help recognize this historic milestone and celebrate the legacy of Piedmont Credit Union, whose founding helped shape the credit union movement and expand access to fair financial services. The League looks forward to joining community leaders, credit union supporters and residents in commemorating an institution that continues to represent resilience, cooperation and opportunity. Additional details about attendance will be shared with credit union leadership in the coming days.

Additional Resources

DNCR: Piedmont Credit Union, the first African American credit union in the United States, to be Featured on N.C. Highway Historical Marker

CCUL: History of Carolinas Credit Unions

From cultural excursions across Hilton Head Island to the return of the Carolinas Credit Union Foundation’s popular Wine Pull & Raffle, this year’s Annual Meeting offers attendees a chance to experience the Lowcountry up close while supporting ongoing community impact across the Carolinas.

Immersive leisure activities highlight local culture

Leisure activities are scheduled for June 2 from 1 to 4 p.m., with two curated experiences designed to showcase the history, heritage, and creativity of Hilton Head Island. Participants may choose from the Hilton Head History Tour, or a Sweetgrass Basket Weaving Class, each providing a distinct lens into the region’s cultural footprint. The offerings are available to credit union attendees and their guests for $175, and a qualifying number of registrants must be met by April 13 for activities to proceed. Early sign‑ups are strongly encouraged.

The Hilton Head History Tour highlights centuries of island history, from Native American roots to Civil War stories, with visits to a historic plantation site and the island’s oldest surviving structure in a Revolutionary War‑era cemetery. For a hands‑on option, the Sweetgrass Basket Weaving Class invites participants to learn time‑honored techniques from artisans whose craft has been passed down through generations. Each guest leaves with a woven basket—a personal keepsake and a piece of living Gullah heritage.

Wine Pull fundraiser returns to support scholarships and grants

Inside the Exhibit Hall, the Foundation’s Wine Pull & Raffle returns June 1–2 with proceeds supporting scholarships, small credit union grants and chapter fundraising efforts across the Carolinas. Organizers note that the fundraiser’s success depends heavily on financial support, including donated bottles of wine and prize items for the accompanying raffle. Credit unions and exhibitors may donate wine directly or make a monetary contribution online for the Foundation to purchase wine at a discounted rate.

Sponsorship opportunities are also available online for credit unions and business partners to showcase their support of the Foundation. Donations are tax-deductible and can also be dropped off at the conference registration area or the Foundation booth.

Past raffle prizes have included concert tickets, vacation packages, and gear fit for summer adventures—continuing a tradition of spirited giving that aligns with the Foundation’s community focused mission. Those interested in donating or learning more may contact Lauren Whaley at lwhaley@carolinasfoundation.org or 919-600-8219.

To learn more about leisure offerings, the Wine Pull, and all the experiences planned for this year’s Annual Meeting, visit www.carolinasleague.org/annualmeeting.

The Carolinas Credit Union League (CCUL) this week hosted America’s Credit Unions (ACU) President/CEO Scott Simpson for a series of CEO roundtables and credit union meetings across the Carolinas. The visit brought together leaders from credit unions of all sizes to strengthen alignment on advocacy priorities and deepen collaboration between state leagues and the national association.

Collaborative dialogue with large credit union CEOs

Large credit union CEOs gathered in South and North Carolina for roundtable discussions hosted by S.C. State Federal Credit Union and State Employees’ Credit Union. Participants appreciated the opportunity for candid, CEO-level discussions on strategy and industry direction.

“It was a pleasure to host the Large Credit Union Advocacy Roundtable at S.C. State FCU, and to join fellow CEOs for a conversation about the issues defining our work,” said S.C. State FCU President/CEO Jim Kinard. “All in all, the meeting was very informative and productive.”

Members CU CEO Bob Donley echoed that sentiment following the North Carolina gathering. “Seeing so many large credit union leaders come together—and be so actively engaged—was incredibly encouraging,” he said. “It showed how valuable these conversations are in shaping our shared direction as a movement.”

The roundtables also featured remarks from Cory Phariss, acting director of the NCUA Southern Region and AMAC, who provided supervisory updates and joined CEOs for an interactive Q&A.

National strategy and state-level opportunity

Throughout the discussions, Simpson provided a broad national perspective, highlighting key federal advocacy efforts underway and sharing his view of where the industry is headed. He stressed the value of unified messaging and the importance of close coordination between state leagues and America’s Credit Unions.

“Our greatest strength is the unified credit union system and the real impact credit unions have in their communities,” Simpson said. “These direct conversations reinforce that by allowing us to understand the challenges and opportunities credit unions face.”

To build on that national perspective, CCUL President/CEO Dan Schline and Chief Advocacy Officer Billy Boylston presented on the political landscape in both states and the opportunities credit unions have to strategically engage. Their message centered on practical, high impact advocacy and the importance of CEO participation in shaping outcomes.

Engaging small and midsize credit unions across the region

In addition to the large credit union roundtables, CCUL facilitated credit union meetings in Columbia, Greensboro, and Raleigh, giving leaders from small and midsize institutions direct access to national association leadership. These conversations with Simpson explored how these credit unions are collaborating with one another, innovative ways they can support each other’s growth and shared challenges related to technology advancement, regulatory pressures, fraud trends, and more.

Leaders shared valuable feedback about the resources available to them through America’s Credit Unions, and the conversations also gave them a chance to learn more about the full scope of their member benefits, such as compliance support and operational tools.

“We appreciate Scott and the ACU team taking the time to visit us and other small credit union leaders in the Carolinas,” said Brian Bone, CEO of American Partners FCU, who hosted a group of his peers for one of the meetings. “We shared ideas of how we believe ACU can help small credit unions thrive. We want small credit unions to grow and succeed!”

Strengthening a unified voice for the Carolinas

Across all sessions, a consistent theme emerged: collaboration at every level—local, state, and national—is key to advancing the credit union movement.

“At the end of the day, everything we do comes back to serving members,” Schline said. “Hearing directly from our CEOs ensures our advocacy remains grounded in the real needs of credit unions and the communities they serve across the Carolinas.”

Delegates are encouraged to complete their ballots in the 2026 Carolinas Credit Union League Board of Directors election as the voting period continues.

This year’s election includes one contested seat, while three positions were filled by acclamation.

Tier 3 (North Carolina) – Assets under $100 million
The following candidates are seeking election:

• Jerry Gaillard, President/CEO, Shuford Federal Credit Union
• Scott Armstrong, President/CEO, ElecTel Federal Credit Union
• Perla Caballero, Chief Operating Officer/EVP, Greensboro Postal Credit Union

Electronic ballots were distributed on March 18 to designated delegates from member credit unions in good standing. Voting credentials were sent via email from the CCUL election coordinator through Survey & Ballot Systems at “CCUL Election Coordinator” (noreply@directvote.net).

Delegates who have not yet submitted their ballots are reminded to do so before the voting deadline. Ballots must be completed and returned by 11:59p.m. Eastern on May 2.

The remaining open seats on the Board were filled by acclamation. For a full breakdown of the seats, nominees, and election process, read the original article here.

Election results will be announced during the Business Meeting at the 2026 Carolinas Credit Union League Annual Meeting, where newly elected board members will be formally recognized.

Questions regarding the election or voting process may be directed to Tiffany Segady at tsegady@carolinasleague.org.

The Carolinas Credit Union League’s 2026 Board of Directors election enters its voting period this week, with electronic ballots scheduled for distribution beginning March 18 to designated delegates from member credit unions in good standing. Delegates will receive voting credentials via email from the CCUL election coordinator through Survey & Ballot Systems at “CCUL Election Coordinator” (noreply@directvote.net).

This year, three seats were filled by acclamation after nominees ran unopposed, while one seat will be decided through a member vote.

Elected by acclamation:

• Tier 2 (NC) – A director from a North Carolina credit union with assets between $100M and $1B. Bob Donley, President/CEO, Members Credit Union
• At Large (NC) – A director from a North Carolina credit union of any asset size.
  Leigh Brady, President/CEO, State Employees’ Credit Union
• Tier 1 (SC) – A director from a South Carolina credit union with assets greater than $1 billion. Michael Baker, President/CEO, SAFE Federal Credit Union

Election:

Tier 3 (NC) – A director from a North Carolina credit union with assets less than $100M

Candidates:

• Jerry Gaillard, President/CEO, Shuford Federal Credit Union
• Scott Armstrong, President/CEO, ElecTel Federal Credit Union
• Perla Caballero, Chief Operating Officer/EVP, Greensboro Postal Credit Union

Delegates are encouraged to watch for their voting credentials and complete their ballots once the voting period opens.

For questions about the election process, contact CCUL’s Tiffany Segady at tsegady@carolinasleague.org.

Election results will be announced during the Business Meeting at the 2026 Carolinas Credit Union League Annual Meeting.

Registration opened earlier this week for the Carolinas Credit Union League’s 2026 Annual Meeting at The Westin Hilton Head Island Resort & Spa. Interest is already great, with nearly 100 professionals registered in the first few days. As the strongest voice for Carolinas credit unions, the League’s signature gathering brings professionals and volunteers together for a concentrated program of learning, connection, and celebration. This year’s beachside carnival theme further sets the stage for a fun and high-impact three days on the coast.

Keynotes at center stage

This year’s mainstage will feature three keynote voices who will address leadership in times of change, the power of human connection, and how to reframe constraints to unlock what’s next. Expect research-backed insights, real-world stories, and practical tools you can take from the boardwalk to the branch. More details to be unveiled in the full brochure, coming soon.

Purpose-built forums and peer exchange

Directors will find a focused Board of Directors Workshop designed to strengthen governance and informed oversight, while leaders of smaller institutions can engage in a candid Small Credit Union Roundtable built for open dialogue and practical problem-solving. Both sessions emphasize timely issues, peer learning, and takeaways that can be applied immediately.

Networking that feels like opening night—plus local experiences

Day one highlights connection from the start, including the C-Suite Welcome & Exhibitor Showcase Preview and the always-festive Summer Soirée with live entertainment, refreshments, and prize drawings. The one-day Exhibitor Showcase on day two adds dedicated time to meet partners and explore solutions. That afternoon, the optional CCUL Golf Outing welcomes credit union participants and exhibitors for relaxed competition and conversation, while curated leisure options—such as a Gullah Heritage Tour, Hilton Head History Tour, and a Sweetgrass Basket Weaving Class—offer memorable ways to experience the Lowcountry during the event.

Set to lead the CCUL Business Meeting during the conference, Dan Schline, president and CEO, said: “The Annual Meeting is where our movement gathers to showcase the League difference, conduct essential governance, and deliver impactful education that supports the ongoing success of Carolinas credit unions. This year’s program blends fresh perspective with practical tools so leaders can navigate change confidently and return home reenergized and ready to deliver for the members and communities they serve.”

How to register

Registration is open now through May 22, 2026. Pricing is $700 for Participant, $450 for Small CU Participant (assets < $50M), and $195 for Guest. Learn more and register at www.carolinasleague.org/annualmeeting.

Raleigh, NC – The Carolinas Credit Union League (CCUL) has promoted Billy Boylston to chief advocacy officer, recognizing his more than a decade of leadership advancing the League’s state and federal advocacy priorities across the Carolinas.

Boylston joined CCUL in 2013 and most recently served as senior vice president of advocacy, where he directed the League’s governmental affairs strategy, strengthened relationships with lawmakers, and expanded credit union influence at both state capitols and in Washington, D.C.

“Billy is tremendously talented,” said Dan Schline, president and CEO of the Carolinas Credit Union League. “His vision and leadership continue to strengthen our advocacy efforts for credit unions in the Carolinas each and every day.”

Under Boylston’s leadership, CCUL has delivered significant gains in credit union advocacy. Political giving has grown by more than 150 percent, credit union engagement in the electoral process has expanded, and the League has advanced proactive legislative agendas in both Columbia and Raleigh. Boylston has also overseen major growth on the advocacy team, doubling its size in the past three years. Recent additions include enhanced state-level lobbying roles in both states and a full-time director of federal affairs, strengthening the League’s capacity at every level of government.

“Advocacy is job number one,” Schline said. “The ability for credit unions to grow, thrive, and serve their members is under increasing pressure — from banks, fintechs, merchants, and others across the marketplace. We are continuing to invest in our advocacy efforts at CCUL, and know Billy is well positioned to lead this work as our chief advocacy officer.”

In addition to his work at CCUL, Boylston serves on the American Association of Credit Union Leagues (AACUL) Legislative Strategy Work Group and America’s Credit Unions Advocacy Policy Committee, helping shape national advocacy priorities for the movement.

With deep experience, strategic insight, and unwavering commitment to credit unions, Boylston steps into this new role ready to advance the League’s mission and strengthen the credit union movement throughout the Carolinas.

The Carolinas Credit Union League (CCUL) is reminding member credit unions that nominations remain open for the 2026 election of its Board of Directors. Credit unions across North and South Carolina are encouraged to submit candidates who can help shape the future of the League and the cooperative credit union movement.

Four board seats will be filled in the 2026 election, each carrying a three-year term that will run through 2029. The open positions include three state-specific director roles and one state-specific at-large seat:

• Tier 1 (South Carolina): One director from a South Carolina credit union with assets greater than $1 billion
• Tier 2 (North Carolina): One director from a North Carolina credit union with assets between $100 million and $1 billion
• Tier 3 (North Carolina): One director from a North Carolina credit union with assets less than $100 million
• At-Large (North Carolina): One director from a North Carolina credit union of any asset size

Nominations must be submitted no later than March 3.

The nomination and election of League directors is a shared responsibility of CCUL member credit unions. League leaders encourage credit unions to actively participate by submitting qualified candidates or supporting nominees who reflect the diversity, scale, and strength of the Carolinas credit union system.

To appear on the 2026 electronic voting ballot, nominees must provide a digital photo and professional biography to Tiffany Segady, executive coordinator and board liaison, at tsegady@carolinasleague.org. If the nominee is not the credit union’s chief executive officer, a letter of recommendation from the CEO is required.

All nominations are reviewed by the League’s Nominating Committee, appointed according to CCUL bylaws. The committee verifies eligibility and confirms candidates who are willing to serve. Final nominations must be filed with the League secretary at least 90 days prior to the Annual Meeting.

Candidates may also seek nomination by petition. As outlined in League bylaws, petition nominees must agree to serve if elected and submit a statement of qualifications and biographical information signed by at least 10% of all member credit unions. Petition materials must be received by March 3 to qualify for placement on the ballot.

The CCUL Board of Directors plays a vital role in setting strategic direction, ensuring sound governance, and safeguarding League resources on behalf of member credit unions across the Carolinas.

Credit unions with questions regarding the nomination process are encouraged to contact Tiffany Segady or Nominating Committee Chair LaTasha Cooper.

Four board seats will be filled in the 2026 election, each carrying a three-year term that will run through 2029. The open positions include three state-specific director roles and one state-specific at-large seat:

• Tier 1 (South Carolina): One director from a South Carolina credit union with assets greater than $1 billion
• Tier 2 (North Carolina): One director from a North Carolina credit union with assets between $100 million and $1 billion
• Tier 3 (North Carolina): One director from a North Carolina credit union with assets less than $100 million
• At-Large (North Carolina): One director from a North Carolina credit union of any asset size

Nominations must be submitted no later than March 3.

The nomination and election of League directors is a shared responsibility of CCUL member credit unions. League leaders encourage credit unions to actively participate by submitting qualified candidates or supporting nominees who reflect the diversity, scale, and strength of the Carolinas credit union system.

To be included on the 2026 electronic voting ballot, nominees must submit a digital photo and professional biography to Tiffany Segady, executive coordinator and board liaison for the League, at tsegady@carolinasleague.org. If a nominee is not the credit union’s chief executive officer, a letter of recommendation from the CEO is required.

All nominations are reviewed by the League’s nominating committee, which is appointed in accordance with CCUL bylaws. The committee is responsible for identifying and confirming candidates who are willing to serve and meet eligibility requirements. Final nominations must be filed with the League secretary at least 90 days prior to the Annual Meeting.

Candidates may also be nominated by petition. Under League bylaws, a petition nominee must agree to serve if elected and submit a statement of qualifications and biographical information signed by at least 10% of all member credit unions. Petition materials must be received by March 3, and eligible petition nominees will be placed on the election ballot.

The CCUL Board of Directors plays a vital role in setting strategic direction, ensuring sound governance, and safeguarding League resources on behalf of member credit unions across the Carolinas.

Credit unions with questions about the nomination process are encouraged to contact Segady or the Chair of the Nominating Committee, LaTasha Cooper for additional information.

In his reflections, Donley offers a rare glimpse into the American Association of Credit Union Leagues (AACUL) Winter Conference, where leaders from across the country gathered to align on legislative strategies and regulatory priorities. Among the highlights:

• Unity in Action: Donley underscores how leagues and America’s Credit Unions (ACU) speak with one voice on Capitol Hill—“not fragmented, not tentative, but aligned and relentless.”
• Deep Expertise: The League-ACU system boasts “deep benches of subject-matter experts,” driving strategic conversations and shaping advocacy priorities for 2026.
• A Call to Engage: Donley reminds credit unions that complacency is not an option, noting the system’s readiness to fight—and win—for the future of the movement.

“Behind the curtain is not bureaucracy — it is a coordinated and credible advocacy force, arguably the envy of the financial services sector,” Donley writes.

Read Bob Donley’s full reflections on CUInsight: A Look Behind the Curtain: How the League-ACU System Champions Advocacy

As 2026 arrives, it’s the perfect time to look back at the stories that defined the past year for credit unions across the Carolinas. These 20 articles—collectively viewed more than 5,260 times—spotlighted the topics that mattered most to Carolinas Credit Union League's readers in 2025: leadership transitions, legislative progress, industry accolades, and inspiring events that strengthened our movement. Revisit these highlights and celebrate the progress that continues to shape the future of the credit union movement.

1. Forbes names 'Best in State'—and 11 Carolinas credit unions made the cut
2. U.S. Treasury check fraud prevention: Key tools and resources for credit unions
3. International Credit Union Day 2025 theme unveiled
4. Paramount ATM Group insolvency
5. 30 recipients to be recognized at the Foundation’s 2025 Awards Gala during LAUNCH
   
6. Carolinas credit unions shine on 2025 American Banker ‘Best Credit Unions to Work For’ list
7. League announces board election results, names 2025–2026 officers
8. Carolinas credit union professionals selected for 2025 Crash the GAC
9. People helping people: Foundation leads compassion in action at INSPIRE 2025
   
10. INSPIRE conference brought energy, connection—and sets sights on Savannah
11. NC House passes League-supported bill to expand credit union access in “banking deserts
12. Carson Butts joins Carolinas Credit Union League as NC legislative affairs manager
13. League’s 2026 Event Calendar offers robust opportunities for credit unions
    
14. 21st Annual Carolinas Cup Golf Championship & Auction set to tee off in October
15. Foundation awards $50,000 in Vizo Financial Empowerment Grants
16. SRCUS: Carolinas graduates and alumni earn CCUE designation
17. Foundation & CUDE Network announce CUDE and ICUDE Scholarship winners
18. LAUNCH Conference wraps with insights and connections
19. Nine Carolinas leaders earn Credit Union Development Educator designation
20. Carolinas Foundation announces the 2025 Hero Award recipients

Stay connected in 2026 and beyond! Readers can find the latest League updates at carolinasleague.org/news or sign up to receive news by email. Let’s keep the energy going and make the year ahead even more impactful for Carolinas’ credit union community.

Each year, the Carolinas Credit Union League amplifies the collective voice of the movement—championing credit unions through advocacy, education, and collaboration. In 2025, that voice was louder and stronger than ever, producing measurable results that empower credit unions and their members across the Carolinas.

The League’s 2025 Impact Report highlights top-level achievements, departmental initiatives, and affiliate successes, providing a clear view of the value of membership. The report opens with a letter from President and CEO Dan Schline, reflecting on a pivotal year for the credit union system, noting wins in advocacy, professional development, and member engagement. It also features insights from the Carolinas Credit Union Foundation and key benefits of the national association, America’s Credit Unions.

“At the Carolinas Credit Union League, we stand beside you and the 6.5 million members you serve—helping you face political challenges, operational headwinds, and prepare for what is to come.” – Dan Schline

Impact at a Glance

Making Our Voice Heard

In a major advocacy effort, more than 60,000 credit union voices nationwide joined the “Don’t Tax My Credit Union” campaign to protect the credit union tax status during Congress’ budget reconciliation process. Thanks to this unified effort, the final bill passed without changes.

Defined, Aligned, and Stronger

The League refreshed its brand in late 2024, sharpening purpose, mission, and vision. Membership retention remained high, with a 98% affiliation rate in 2025, signaling continued alignment across the Carolinas’ credit union system.

Learning in Action

Professional development thrived, with over 2,000 credit union professionals participating in League learning and events, including premier events, webinars, and various niche training offerings.

Staying In Touch

Through 76 issues across five publications, the League reached thousands of credit union professionals across the Carolinas with news, insights, and resources.

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Online & Engaged

Digital engagement continued its upward trajectory in 2025. Online membership at carolinasleague.org grew 13% year over year, reflecting stronger interest from professionals looking to stay connected.

Across social media, the League and Advocacy channels surpassed 8,100 followers, with the League’s LinkedIn page alone crossing the 4,000-follower milestone, signaling broader reach and deeper engagement across the movement.

Peer Power

CCUL Networks, launched in February 2025, engaged 250+ members with virtual and in-person events and saw a 2,503% increase in page traffic. The initiative offers professionals spaces to connect on LinkedIn by expertise groups including Financial Wellness, HR and Organizational Development, Internal Audit, Lending, and more.

Meanwhile, next-gen connections through CUxEL Emerging Leaders, guided by 20+ council members, engaged 200+ emerging leaders with mentoring, workshops, and roundtables.

Mitigating Risk, Empowering Credit Unions

In 2025, the League’s Risk Management Resources team helped credit unions safeguard their members and operations in an ever-evolving compliance and fraud landscape. The department launched its inaugural Compliance Boot Camp, engaging 25 participants across institutions of all sizes.

“It was a valuable investment in both operational excellence and team cohesion,” said Rhonda Rosenberger of Santee Cooper CU on the boot camp experience.

The League also piloted the Friends Against Fraud Program, adapted from the Guilford County Family Justice Center, providing turnkey resources to help credit unions raise awareness of elder abuse and financial exploitation in their communities. Across all initiatives, the team issued 100+ fraud alerts, provided 33 League-facilitated trainings, and responded to nearly 900 calls and emails from credit unions requesting guidance, ensuring members were supported and prepared throughout the year.

Making a Difference

From March through September 2025, the League partnered with the Carolinas Credit Union Foundation and local credit unions to build a home with Habitat for Humanity Greenville, leaving a lasting mark on the community. Member credit unions and supporting organizations, including the League, also collected donations for food charities across North and South Carolina, helping those affected by the government shutdown and broader food insecurity.

Stronger Together

Together, we’re shaping a stronger future for Carolinas’ credit unions.

The 2025 Impact Report provides a closer look at the League’s achievements, reflecting the value and collective success of the Carolinas credit union system.

“As you read these pages, I hope you enjoy this snapshot of our commitment to making an impact with you.” – Dan Schline

Visit carolinasleague.org/impact-report to view or download the full report and share it with your team today.

The Carolinas Credit Union League is pleased to announce two staff promotions that further strengthen its Professional Development team. Effective Jan. 1, 2026, Brittani Champlin will assume the role of Vice President, Professional Development, and Allie Yearby will step into the position of Professional Development Manager.

Champlin, who joined the League in 2014, has steadily taken on broader responsibilities and led initiatives that have contributed to the growth and relevance of the League’s learning and development offerings. Her experience includes executive leadership of the Southeastern Regional Credit Union School’s programs and coordinating the League’s Annual Meeting and LAUNCH Conference. In her new role, she will guide the strategic direction of the Professional Development department, ensuring programs and resources align with the evolving needs of credit union professionals and volunteers. Champlin is also set to graduate from the Leadership Development Institute (LDI) later this month, further affirming her readiness for this expanded leadership position.

Yearby, who joined the League in 2022, has shown a proactive mindset and a thoughtful, solutions-oriented approach that has strengthened the Professional Development portfolio. As professional development manager, she will oversee meetings and conferences, manage the League’s emerging leaders network, CUxEL, and related programs, coordinate virtual education offerings, support the chapter system, and contribute to advancing the department’s goals.

“These promotions reflect the impact Brittani and Allie have made through their steady leadership and their commitment to strengthening the value the League delivers to member credit unions,” said Lauren DeAngelis, chief learning officer for the League.

The League congratulates Champlin and Yearby on their well-earned promotions and looks forward to their continued contributions as they begin their new roles.

The American Association of Credit Union Leagues (AACUL) and America’s Credit Unions (ACU) jointly announced the return of Scott Simpson, ACU’s new president and CEO and former president of three state leagues, to the AACUL Board.

For AACUL’s membership, representing every state league, this is more than a leadership update—it marks a strategic moment for the movement. Simpson previously served on the AACUL Board from 2014 to 2021, including two years as chair, and his return comes as alignment between state and federal advocacy becomes increasingly important. AACUL serves as the convening arm of the Credit Union League System.

This connection is critical for credit unions, which operate in a landscape shaped by both federal and state decisions. Moving legislation, influencing regulation, and defending credit unions relies on close coordination between national advocacy and the state League System. Simpson’s return provides a central link, ensuring local priorities inform federal strategy and that national initiatives are supported by strong state-level infrastructure.

This week, AACUL, ACU, and other system leaders—including Carolinas Credit Union League President and CEO Dan Schline and SVP of Advocacy Billy Boylston—are holding their annual multi-day strategic planning session, focused on new ways the industry can work across organizational lines. Simpson’s presence on the board advances shared priorities, strengthens relationships, and modernizes the industry’s approach to unified advocacy.

“Coming back to the AACUL Board feels like a family reunion,” Simpson said. “I’ve led three state leagues, and I know firsthand that our system is strongest when we work as one. America's Credit Unions and AACUL will continue moving forward together to deliver unified advocacy for credit unions nationwide.”

AACUL President Brad Miller emphasized the strategic significance of Simpson’s role: “Scott embodies the bridge between national leadership and the League System. His return strengthens our alignment at a moment when state and federal advocacy must be seamlessly coordinated for credit unions to thrive."

This announcement underscores a shared vision for the future: one system, one voice, and a united advocacy framework driving the credit union movement forward.

CCUL Networks Meeting at LAUNCH 2026

Date: February 10 | 9:00–10:00 a.m.
Location: Embassy Suites by Hilton Charlotte Concord Golf Resort & Spa in Concord, NC
Session: Stronger Together: Maximizing the Power of Your CCUL Professional Network
Cost: LAUNCH Plus ticket – $100

The agenda for the CCUL Networks Meeting is now available and will open with a general session followed by focused discussions among network groups. Agendas are also available for other key pre-conference workshops, including the Credit Union Roundtable and the Emerging Leaders’ Workshop. Attendees with a LAUNCH Plus ticket can participate in the full conference, CCUL Networks Meeting, and one of these additional sessions for only $100 (Awards Gala tickets purchased separately).

LAUNCH 2026 marks the conference’s 10-year anniversary, making it an especially exciting chance to explore innovation, technology, and cooperative-driven solutions that help credit unions deliver greater value to their members.

Participation in the CCUL Networks Meeting provides an early opportunity to engage with peers and gain insights that can be applied within individual credit unions throughout 2026.

Register Today »

The Carolinas Credit Union League Board of Directors met last week with Scott Simpson, newly appointed president and CEO of America’s Credit Unions (ACU), for a wide-ranging discussion centered on unified advocacy, industry collaboration, and strategic direction under ACU’s emerging leadership.

Simpson expressed the essential role of advocacy in credit union operations and emphasized that national and state associations must work in close alignment. He cautioned that policymakers have little patience for conflicting narratives within the industry, reinforcing that “dissonance in Washington is worse than silence.”

While acknowledging challenges, he reiterated his commitment to diplomacy, collaboration, and maintaining a unified front on Capitol Hill.

He stated that ACU’s mission remains to “defend, protect, and enhance the credit union operating environment,” and he highlighted the efficiencies gained since the merger of CUNA and NAFCU—efficiencies he believes strengthen national advocacy efforts.

Simpson expressed appreciation for the Carolinas’ long-standing leadership in national engagement, crediting the League’s work in building relationships with lawmakers.

The League looks forward to continued partnership with Simpson and America’s Credit Unions as the national organization refines its structure and strategy under new leadership.

“Scott understands that our advocacy efforts for credit unions are most effective when we speak with one voice and work in lockstep. I know leagues and America’s Credit Unions are committed to working together to achieve advocacy wins for credit unions and I appreciate Scott taking time to share that message with our Board of Directors,” shared Dan Schline, president/CEO of the League.

To learn more about Simpson’s message and direction for America’s Credit Unions, read our earlier feature, “The road ahead: America’s Credit Unions’ Scott Simpson shares vision for credit unions.”

The Carolinas Credit Union League congratulates Creighton P. Blackwell of Coastal Credit Union and Leigh Brady of State Employees’ Credit Union (SECU) on their selection to the 2026 African American Credit Union Hall of Fame. The honor, presented by the African-American Credit Union Coalition (AACUC), recognizes individuals who have made significant contributions to advancing financial access and empowerment for African Americans and people of color.

Blackwell, who serves as chief community impact and public affairs officer for Coastal Credit Union, has long championed community development and financial inclusion across the Carolinas. His leadership has strengthened partnerships that expand credit union outreach and promote equitable access to financial services.

Brady, president and CEO of SECU, is being recognized for her visionary leadership in one of the nation’s largest credit unions and her continued advocacy for member-focused service, innovation, and inclusivity within the credit union movement.

The 2026 Hall of Fame class also includes Carolyn Jordan, chief growth officer at Neighborhood Credit Union; Sati Smith, CEO of Diversified Members Credit Union; and Max Villaronga, president and CEO of Raiz Federal Credit Union. Together, the inductees represent more than 135 years of service and impact across the credit union industry.

The AACUC Hall of Fame Induction Ceremony, sponsored by VISA, will take place Tuesday, March 3, 2026, at the Hamilton Hotel in Washington, D.C., during the Governmental Affairs Conference. The event begins with a reception at 5:30 p.m., followed by the induction ceremony from 7 to 8:30 p.m.

To learn more about the honorees or register for the event, visit the AACUC website at aacuc.org.

Throughout the region, Carolinas credit unions are living out their cooperative mission by offering emergency loans, skip-a-pay options, and other financial lifelines to members facing income disruptions. From flexible repayment terms to food assistance programs, their collective efforts embody the credit union difference—putting people before profits, especially in times of hardship.

“The credit union movement has always been about standing together when times are tough,” said Carolinas Credit Union League Director of Federal Affairs Nate Lane. “Across North and South Carolina, credit unions are responding swiftly and compassionately to help members weather the uncertainty of the shutdown. These stories show that mission in action.”

Marine Federal Credit Union: Standing by members in service

In Jacksonville, North Carolina, Marine Federal Credit Union activated its long-standing Payroll Assistance Program, designed to provide immediate relief for active-duty military, Department of Defense personnel, and federal employees. The program advances paychecks to affected members and has already made a significant impact.

One member facing foreclosure after her mortgage deferment request was denied was able to make her payment and stay in her home. Another, a single parent with a child in intensive care, was able to preserve her savings while covering essential expenses.

Piedmont Advantage Credit Union: Helping members stay financially steady

At Piedmont Advantage Credit Union in Winston-Salem, North Carolina, the team has already extended payment relief on seven loans totaling nearly $190,000 in balances—helping affected members avoid more than $3,200 in monthly payments. The credit union also worked with a TSA employee to refinance a loan, providing an additional $2,000 in accessible funds to cover essential bills.

CPM Federal Credit Union: Extending support beyond members

In South Carolina, CPM Federal Credit Union is extending its assistance beyond member relief to address broader community needs. Alongside offering low-rate loans, payment extensions, and waived fees, the credit union recently donated $10,000 to Harvest Hope Food Bank and Lowcountry Food Bank to help families facing food insecurity as SNAP benefits remain disrupted.

League advocacy and ongoing support

The Carolinas Credit Union League continues to coordinate with federal partners, monitor developments on Capitol Hill, and share real-time resources with member credit unions. The League also remains in close contact with policymakers to ensure they understand how the shutdown affects both members and institutions across the Carolinas.

“As negotiations continue, our focus remains on the people behind the headlines—the families, service members, and public servants who rely on credit unions for stability,” Lane added. “The stories emerging from our credit unions make clear the power of cooperative values in action.”

Credit unions across the Carolinas continue to offer member assistance programs, financial counseling, and community outreach efforts. The League invites additional member impact stories to highlight the continued role of credit unions in promoting financial well-being.

Credit unions with member assistance initiatives are encouraged to contact Nate Lane, CCUL Director of Federal Affairs, at nlane@carolinasleague.org.

A message from Scott Simpson, America’s Credit Unions new president/CEO

To the credit union movement:

I’m just getting started in my new role as president and CEO of America’s Credit Unions, and while I am not new to credit unions, I recognize that there is a lot for me to learn, and a lot of opportunities to strengthen our movement.

I took this job because I believe wholeheartedly in the credit union mission. We’ve got challenges ahead, but I also know we’ve got something special here. I’m excited about what’s possible when we work together.

For those who don’t know me, I have been part of the credit union movement for over two decades, most recently in the League System serving California’s Credit Unions, Nevada’s Credit Unions, and Utah’s Credit Unions. Before that, I worked for a U.S. Senator and led the Utah Republican Party. I grew up as a “political hack,” if you will, but the call to protect and empower credit unions is something I felt connected to the first time I experienced the unique power of cooperative finance. I was hooked.

Over the last 20 years, I’ve remained astounded by what you do for your members. Credit unions change lives. You help folks build a better future, one member at a time. You rise to a greater calling every single day.

That kind of impact doesn’t happen by accident. It takes the right political, legislative and regulatory environments that allow you to focus on your members, build strong relationships, and meet their needs. That’s where America’s Credit Unions and the League System come in. We’re here to be your voice in Washington, to help create an environment where credit unions can exist without barriers and ultimately thrive.

We’ll be working closely with you, your league, and industry partners to tackle the tough issues and make sure your voice is heard loud and clear in Washington, D.C., and beyond.

I know the road ahead won’t always be smooth. There’ll be bumps, detours, maybe even a few potholes. But if we stay focused on where we’re headed—a stronger, more connected credit union movement—we’ll get there together.

In the coming months, I’d love to hear from you. Your membership is important to me and your feedback will help shape our unified voice and direction.

I look forward to working closely with you and can’t wait to see what we accomplish.

Warm regards,

Scott Simpson
President & CEO
America’s Credit Unions

The African-American Credit Union Coalition (AACUC) has partnered with the Southern Communities Initiative (SCI) to drive inclusive economic growth and expand financial access across historically underserved communities.

The collaboration will deliver technical assistance, microlending support, and capacity-building resources to credit unions and community-based financial institutions. The partnership is part of AACUC’s Future Fund, under its Small Credit Union Sustainability and Community Impact pillars.

Launched by Vista Equity Partners, Boston Consulting Group, PayPal, and the W.K. Kellogg Foundation, SCI focuses on six key U.S. cities that together represent more than half of the nation’s Black population: Atlanta, Charlotte, Memphis, Birmingham, New Orleans, and Houston. The initiative aims to close the racial wealth gap by supporting small business growth, workforce development, and financial inclusion.

As part of the partnership, AACUC and SCI will offer:

• Technical assistance and advisory support to help credit unions implement shared services, fintech adoption, and process improvements.
• Microlending program support to expand capital access for BIPOC-owned small businesses through simplified underwriting and shared servicing models.
• Grant funding to offset assessment costs and support future technology investments.

Between 2025 and 2026, the collaboration aims to deliver technical assistance to at least 20 credit unions and strengthen lending capacity in SCI target cities.

Credit unions interested in participating can begin by completing the SCI Community Finance Technology Accelerator Prequalification Survey. Participants will receive a follow-up meeting with the SCI team to discuss readiness, goals, and program expectations.

The initiative aligns with all four pillars of AACUC’s Future Fund, which focuses on internship and leadership development, small credit union sustainability, wealth building and community impact, and global financial cooperative partnerships.

To learn more, visit www.aacuc.org/future-fund or www.southerncommunitiesinitiative.com.

Spears Goodlett has been promoted to South Carolina legislative and political affairs manager. In this role, Goodlett will lead the League’s legislative and political efforts in South Carolina, manage relationships with lawmakers, and drive the association’s advocacy agenda in Columbia. He also will oversee grassroots and political action committee (PAC) initiatives across both North and South Carolina to strengthen credit union engagement and political influence throughout the region.

Goodlett joined the League’s advocacy team in 2023 and has since coordinated efforts with lawmakers and credit unions to advance League-supported legislation, including the public deposits bill introduced in 2025. He has strengthened relationships at the South Carolina State House, expanded credit union engagement in the political process, and established himself as a trusted voice for the movement.

“Anyone who knows Spears has seen his collaborative style and deep passion for credit unions,” said Billy Boylston, senior vice president of advocacy for the League. “Through his time with the League, he has built strong relationships with lawmakers, inspired engagement from our credit unions, and brought fresh energy to our advocacy program. Those qualities make him an outstanding advocate and the right person to represent our industry as we continue to advance meaningful financial choice for South Carolinians.”

Allison McClellan has been promoted to compliance analyst and small credit union liaison. This promotion reflects her dedication and growing responsibilities in leading compliance and risk management support initiatives for League member credit unions.

In her expanded role, McClellan will serve as a liaison to the League’s small credit union community, scheduling meetings, addressing questions, and building meaningful relationships with CEOs and leadership teams. As a subject matter expert, she will continue to serve as the primary point of contact for member credit unions on compliance matters, work closely with department leadership to provide guidance on federal and state regulatory requirements, develop tailored compliance solutions, and lead initiatives to support training, consulting, and key compliance programs.

Credit union members and partners are invited to connect with Spears, Allison, or any League team member by visiting the staff directory at carolinasleague.org/staff.