Headquarters:
UFCU Plaza, Austin, TX
Year founded:
1936
Number of employees:
750
Phone:
512 467 8080
Email:
ufcu.org/about/contact-us/contact
Website:
UFCU.org
LinkedIn:
linkedin.com/company/ufcu
"We are constantly living by our core values: integrity, impact and teamwork"
Julie Giraldi,
CAAT Pension Plan
Read on
IB Top Brokerages
Award Winner
SHIELDED INSURANCE BROKERS
Award Winner
UNIVERSITY FEDERAL
CREDIT UNION
Tony Budet
Chief Executive Officer
Michael Crowl, CPA
President
Heather McKissick
Executive Vice President
Community Impact, Marketing,
and Communications
Leadership
Tony Budet serves as CEO of UFCU, a not-for-profit financial cooperative with over $7.6 billion in assets under management, serving over 340,000 members. He is a seasoned executive, strategist, and innovator who has held several executive-level roles during his tenure with UFCU and has successfully guided the organization through a variety of regulatory, economic, and competitive conditions. Tony has positioned UFCU to reach into and transform communities served, particularly in the areas of financial health, post-secondary education, middle-skills employment, and housing affordability. He was elected as the 2022 CUNA board chairman and is actively engaged in his community.
Chief Executive Officer
Tony Budet
Michael Crowl is a strategic visionary and mission-congruent leader who knows, values, and demonstrates the power of relationships. He is a builder of high-performing teams that consistently deliver exceptional results, launch new approaches and advanced initiatives, and evolve risk management frameworks. He actively explores how credit unions can fully leverage their unique purpose and market positioning as a change agent for societal good for members, employer groups, and communities.
President
Michael Crowl, CPA
Deeply involved in community affairs, Heather McKissick serves as executive vice president of UFCU, one of the most committed community organizations in central Texas. She leads credit union strategic relationship development, community engagement, social purpose, advocacy, and marketing. She also focuses on strengthening the UFCU brand and establishing collaborative opportunities for positive community impact. When Heather joined UFCU, she was already an experienced advocate and community leader after serving for years as a volunteer and then five years as CEO of Leadership Austin. She also holds a credit union development education certification through the National Credit Union Foundation.
Executive Vice President
Community Impact, Marketing, and Communications
Heather McKissick
SPECIAL REPORT
Home
Bio
“We are constantly living by our core values: integrity, impact and teamwork”
Julie Giraldi,
CAAT Pension Plan
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
Read on
Award Winner
UNIVERSITY FEDERAL CREDIT UNION
Rhonda Hall
Vice President
Human Resources and Organizational Development
Michael Crowl, CPA
President
Tony Budet
Chief Executive Officer
Leadership
Headquarters:
UFCU Plaza, Austin, TX
Year founded:
1936
Number of employees:
750
Phone:
512 467 8080
Email:
ufcu.org/about/contact-us/contact
Website:
UFCU.org
LinkedIn:
linkedin.com/company/ufcu
Tony Budet serves as CEO of UFCU, a not-for-profit financial cooperative with over $7.6 billion in assets under management, serving over 340,000 members. He is a seasoned executive, strategist, and innovator who has held several executive-level roles during his tenure with UFCU and has successfully guided the organization through a variety of regulatory, economic, and competitive conditions. Tony has positioned UFCU to reach into and transform communities served, particularly in the areas of financial health, post-secondary education, middle-skills employment, and housing affordability. He was elected as the 2022 CUNA board chairman and is actively engaged in
his community.
Chief Executive Officer
Tony Budet
Michael Crowl is a strategic visionary and mission-congruent leader who knows, values, and demonstrates the power of relationships. He is a builder of high-performing teams that consistently deliver exceptional results, launch new approaches and advanced initiatives, and evolve risk management frameworks. He actively explores how credit unions can fully leverage their unique purpose and market positioning as a change agent for societal good for members, employer groups, and communities.
President
Michael Crowl, CPA
Rhonda Hall has over 25 years of experience leading human resource and organizational development teams through process and performance improvements. When joining UFCU, she said she found her calling and answered that call to become vice president of human resources and organizational development. Drawing from her experience in large organizations with 150,000 employees, she tailors the systems, processes, and performance levels for the culture and size appropriate to credit unions. With a keen focus on releasing human potential, she prides herself on teaching others to fish, mentoring and growing staff to realize their full potential.
Vice President
Human Resources and Organizational Development
Rhonda Hall
SPECIAL REPORT
Home
Bio
For the second year running, Shielded Insurance Brokers has claimed the number-one spot among IB’s Top Brokerages. In 2020, it was record-setting growth that drove the company’s impressive success. This year, says managing director Stuart Brady, the key ingredient behind the win is the Shielded culture. Brady is proud of the shared vision for constant improvement across all aspects of the business. “We are thrilled to take out the win again, and it’s hats off to the team for their hard work over the past year,” he says.
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
“We are constantly living by our core values: integrity, impact and teamwork”
Julie Giraldi,
CAAT Pension Plan
Read on
Award Winner
UNIVERSITY FEDERAL CREDIT UNION
Mike Clifford
Executive Vice President
Operations and Strategy
Michael Crowl, CPA
President
Tony Budet
Chief Executive Officer
Leadership
Headquarters:
UFCU Plaza, Austin, TX
Year founded:
1936
Number of employees:
750
Phone:
512 467 8080
Email:
ufcu.org/about/contact-us/contact
Website:
UFCU.org
LinkedIn:
linkedin.com/company/ufcu
SPECIAL REPORT
Home
Bio
Tony Budet serves as CEO of UFCU, a not-for-profit financial cooperative with over $7.6 billion in assets under management, serving over 340,000 members. He is a seasoned executive, strategist, and innovator who has held several executive-level roles during his tenure with UFCU and has successfully guided the organization through a variety of regulatory, economic, and competitive conditions. Tony has positioned UFCU to reach into and transform communities served, particularly in the areas of financial health, post-secondary education, middle-skills employment, and housing affordability. He was elected as the 2022 CUNA board chairman and is actively engaged in
his community.
Chief Executive Officer
Tony Budet
Michael Crowl is a strategic visionary and mission-congruent leader who knows, values, and demonstrates the power of relationships. He is a builder of high-performing teams that consistently deliver exceptional results, launch new approaches and advanced initiatives, and evolve risk management frameworks. He actively explores how credit unions can fully leverage their unique purpose and market positioning as a change agent for societal good for members, employer groups,
and communities.
President
Michael Crowl, CPA
Rhonda Hall has over 25 years of experience leading human resource and organizational development teams through process and performance improvements. When joining UFCU, she said she found her calling and answered that call to become vice president of human resources and organizational development. Drawing from her experience in large organizations with 150,000 employees, she tailors the systems, processes, and performance levels for the culture and size appropriate to credit unions. With a keen focus on releasing human potential, she prides herself on teaching others to fish, mentoring and growing staff to realize their full potential.
Vice President
Human Resources and Organizational Development
Rhonda Hall
For the second year running, Shielded Insurance Brokers has claimed the number-one spot among IB’s Top Brokerages. In 2020, it was record-setting growth that drove the company’s impressive success. This year, says managing director Stuart Brady, the key ingredient behind the win is the Shielded culture. Brady is proud of the shared vision for constant improvement across all aspects of the business. “We are thrilled to take out the win again, and it’s hats off to the team for their hard work over the past year,” he says.
Rhonda Hall
Vice President
Human Resources and Organizational Development
Rhonda Hall has over 25 years of experience leading human resource and organizational development teams through process and performance improvements. When joining UFCU, she said she found her calling and answered that call to become vice president of human resources and organizational development. Drawing from her experience in large organizations with 150,000 employees, she tailors the systems, processes, and performance levels for the culture and size appropriate to credit unions. With a keen focus on releasing human potential, she prides herself on teaching others to fish, mentoring and growing staff to realize their full potential.
Vice President
Human Resources and Organizational Development
Rhonda Hall
Heather McKissick
Executive Vice President
Community Impact, Marketing,
and Communications
Deeply involved in community affairs, Heather McKissick serves as executive vice president of UFCU, one of the most committed community organizations in central Texas. She leads credit union strategic relationship development, community engagement, social purpose, advocacy, and marketing. She also focuses on strengthening the UFCU brand and establishing collaborative opportunities for positive community impact. When Heather joined UFCU, she was already an experienced advocate and community leader after serving for years as a volunteer and then five years as CEO of Leadership Austin. She also holds a credit union development education certification through the National Credit Union Foundation.
Executive Vice President
Community Impact, Marketing, and Communications
Heather McKissick
Heather McKissick
Executive Vice President Community Impact, Marketing, and Communications
Deeply involved in community affairs, Heather McKissick serves as executive vice president of UFCU, one of the most committed community organizations in central Texas. She leads credit union strategic relationship development, community engagement, social purpose, advocacy, and marketing. She also focuses on strengthening the UFCU brand and establishing collaborative opportunities for positive community impact. When Heather joined UFCU, she was already an experienced advocate and community leader after serving for years as a volunteer and then five years as CEO of Leadership Austin. She also holds a credit union development education certification through the National Credit Union Foundation.
Executive Vice President
Community Impact, Marketing,
and Communications
Heather McKissick
Mike Clifford
Executive Vice President
Operations and Strategy
Mike Clifford is an experienced senior-level executive at several high-growth companies. In August 2018, he joined UFCU as the vice president of information technology/chief information officer. This marked a return to an executive leadership role after several years as a private investor, advisor, and consultant. He became executive vice president of operations and strategy in January 2020, supporting finance, information technology, human resources, organizational development, enterprise risk management, and legal. Mike has a passion for others’ success, and he wants to contribute to the development of teams and individuals in meaningful endeavors. He continues to hold board memberships in several non-profits in the Austin area.
Executive Vice President
Operations and Strategy
Mike Clifford
Mike Clifford
Executive Vice President
Operations and Strategy
Mike Clifford is an experienced senior-level executive at several high-growth companies. In August 2018, he joined UFCU as the vice president of information technology/chief information officer. This marked a return to an executive leadership role after several years as a private investor, advisor, and consultant. He became executive vice president of operations and strategy in January 2020, supporting finance, information technology, human resources, organizational development, enterprise risk management, and legal. Mike has a passion for others’ success, and he wants to contribute to the development of teams and individuals in meaningful endeavors. He continues to hold board memberships in several non-profits in the Austin area.
Executive Vice President
Operations and Strategy
Mike Clifford
Rhonda Hall
Vice President
Human Resources and Organizational Development
Mike Clifford is an experienced senior-level executive at several high-growth companies. In August 2018, he joined UFCU as the vice president of information technology/chief information officer. This marked a return to an executive leadership role after several years as a private investor, advisor, and consultant. He became executive vice president of operations and strategy in January 2020, supporting finance, information technology, human resources, organizational development, enterprise risk management, and legal. Mike has a passion for others’ success, and he wants to contribute to the development of teams and individuals in meaningful endeavors. He continues to hold board memberships in several non-profits in the Austin area.
Executive Vice President
Operations and Strategy
Mike Clifford
As a member-owned, not-for-profit financial cooperative, University Federal Credit Union (UFCU) is passionate about changing lives and strengthening communities. With more than 346,000 members in Central Texas and Galveston County and total assets (under management and serviced) exceeding $7.8 billion, UFCU offers a variety of products, services, and education programs to empower members in achieving financial health.
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
Chris Turnley
Executive Vice President
Member Experience
Cody Woolf
Director, Health, Safety and Environment
Karen Bannister, CM
Vice President, Marketing
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Chris Turnley is a highly successful senior executive and chief revenue officer with a track record of successfully driving growth and building teams in financial services, fintechs, Fortune 1000, and startups. He is a gifted communicator and team builder with the strength in creating and coaching leadership teams. Chris is a passionate, people-driven leader focused on building a winning internal culture through constant development, execution, accountability, and progress. As an experienced strategist, he drives results through sales, support, demand generation partnership, new product development, and more. With his strong leadership skills, Chris is focused on building world-class teams to tackle world-changing opportunities.
Executive Vice President
Member Experience
Chris Turnley
Cody Woolf joined the Fillmore team in 2011 and holds the title director of health, safety and environment. He is a Canadian Registered Safety Professional (CRSP). He also has extensive safety experience and background in criminal justice, which provides a depth of experience for the implementation of Fillmore Construction’s health and safety program. Cody is responsible for creating a positive and safe work environment and strives to promote safety as not only a policy but a lifestyle. He has initiated and implements a range of health, safety and environmental features that have been of critical importance to the overall safety objectives, operations, and profitability of Fillmore Construction. The results of his impact are evident in the positive statistical results and policies that have been developed since he joined the company and the emphasis on safety program development.
Director, Health, Safety and Environment
Cody Woolf
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Chris Turnley
Executive Vice President
Member Experience
Sarah M Stewart
Associate Vice President, Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Cody Woolf
Director, Health, Safety and Environment
Chris Turnley is a highly successful senior executive and chief revenue officer with a track record of successfully driving growth and building teams in financial services, fintechs, Fortune 1000, and startups. He is a gifted communicator and team builder with the strength in creating and coaching leadership teams. Chris is a passionate, people-driven leader focused on building a winning internal culture through constant development, execution, accountability, and progress. As an experienced strategist, he drives results through sales, support, demand generation partnership, new product development, and more. With his strong leadership skills, Chris is focused on building world-class teams to tackle world-changing opportunities.
Executive Vice President
Member Experience
Chris Turnley
Cody Woolf joined the Fillmore team in 2011 and holds the title director of health, safety and environment. He is a Canadian Registered Safety Professional (CRSP). He also has extensive safety experience and background in criminal justice, which provides a depth of experience for the implementation of Fillmore Construction’s health and safety program. Cody is responsible for creating a positive and safe work environment and strives to promote safety as not only a policy but a lifestyle. He has initiated and implements a range of health, safety and environmental features that have been of critical importance to the overall safety objectives, operations, and profitability of Fillmore Construction. The results of his impact are evident in the positive statistical results and policies that have been developed since he joined the company and the emphasis on safety program development.
Director, Health, Safety and Environment
Cody Woolf
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich
School of Business, and most recently completed the Communications and Leadership Program at
The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and
Call Centre Operations
Sarah M Stewart
Chris Turnley
Executive Vice President
Member Experience
Karen Bannister, CM
Vice President, Marketing
Cody Woolf
Director, Health,
Safety and Environment
Sarah M Stewart
Associate
Vice President, Leasing and Call Centre Operations
Chris Turnley is a highly successful senior executive and chief revenue officer with a track record of successfully driving growth and building teams in financial services, fintechs, Fortune 1000, and startups. He is a gifted communicator and team builder with the strength in creating and coaching leadership teams. Chris is a passionate, people-driven leader focused on building a winning internal culture through constant development, execution, accountability, and progress. As an experienced strategist, he drives results through sales, support, demand generation partnership, new product development, and more. With his strong leadership skills, Chris is focused on building world-class teams to tackle world-changing opportunities.
Executive Vice President
Member Experience
Chris Turnley
Cody Woolf joined the Fillmore team in 2011 and holds the title director of health, safety and environment. He is a Canadian Registered Safety Professional (CRSP). He also has extensive safety experience and background in criminal justice, which provides a depth of experience for the implementation of Fillmore Construction’s health and safety program. Cody is responsible for creating a positive and safe work environment and strives to promote safety as not only a policy but a lifestyle. He has initiated and implements a range of health, safety and environmental features that have been of critical importance to the overall safety objectives, operations, and profitability of Fillmore Construction. The results of his impact are evident in the positive statistical results and policies that have been developed since he joined the company and the emphasis on safety program development.
Director, Health, Safety and Environment
Cody Woolf
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the
Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years
of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation
of the company’s internal customer
service department.
Associate Vice President,
Leasing and Call Centre Operations
Sarah M Stewart