Alliance exists to help our members and individuals in our communities build a sustainable financial future. We do this by:

• Providing value and developing trusted relationships with our members and the communities we serve.
• Helping individuals achieve their financial goals whether those goals are short- term, long-term, big or small.
• Providing products and services that are in the best interest of the member and meet his/her personal desires.
• Providing value by offering relevant services at a reasonable cost.
• Engaging members by listening, caring and using our knowledge to offer smart solutions.
• Placing high importance on our commitment to financial education.
• Being a good corporate citizen and encouraging staff and volunteers to participate in public service activities within the communities we serve.

• Commit to making a difference.
• Build great relationships based on honesty, trust and respect.
• Take ownership and have a sense of urgency in serving members and each other.
• Build a positive and inclusive team spirit.
• Be the best you can be! Learn and grow everyday.

Established in 1952, Alliance Credit Union is a member-owned, financial cooperative serving more than 40,000 members in six counties—Santa Clara, San Mateo and Alameda counties in California, and New Hanover, Pender and Brunswick counties in North Carolina. We also serve approximately 400 Community Business Partners (employers) throughout both states by offering exclusive benefits to their employees. ACU maintains nine financial center locations – five in California’s Silicon Valley and four in Wilmington, NC.

Barbara Alumbaugh, Secretary
Eric Battilega, Vice Chairperson
Chris Ekren, Director
Tom Jones, Director
Eileen Lewis, Treasurer
Pete Mazzucco, Director
Ram Misra, Director
Surya Turaga, Chairperson

The Board of Directors exists to establish policies and maintain the general direction and control of the Alliance Credit Union for the benefit of all our members.

It is the policy of the Board to act in strict accordance with applicable provisions of the Federal Credit Union Act, National Credit Union Administration Rules and Regulations, the California credit union law, and applicable provisions of the North Carolina credit union law and regulations.

The Board of Directors consists of no less than seven and no more than eleven members who must be members of Alliance Credit Union, and are elected through a democratic vote by the membership of Alliance Credit Union. All Alliance Directors are volunteers and serve terms of three years.

Laura Golding, Member
Devin McAlpine, Member
Roy Mory, Chairperson
Donna Rhody, Member
Andrea Roy, Member

The Supervisory Committee was formed to safeguard the interests and assets of all members of Alliance Credit Union, by performing duties as empowered and prescribed by California Rules and Regulations and the Credit Union Bylaws Article VIII.

Acting independently of the Board of Directors and credit union administration, the Supervisory Committee is empowered to conduct reviews, annual audits, investigations and evaluations, as deemed necessary. These actions may be performed directly by the Committee, or through internal and/or external auditors as deemed appropriate.

Wilmington Liaison Committee
Chris Bruer, Member
Mike Kiernan, Member
Harold Trammel, Member

The North Carolina Liaison Committee was created and appointed by the Board of Directors to ensure constant communication between Alliance Credit Union and its North Carolina membership. The role of the Committee is to keep the Board of Directors and President/CEO informed of activities, issues and suggestions that have or could have a significant impact to the North Carolina operations, employer groups or membership. Consisting entirely of volunteers, Liaison Committee members serve terms of one year.

Alliance is dedicated to serving our community. Both North Carolina and California have a committee of volunteers, called Alliance Helping Hands, to organize service events and fundraisers.

Here are some of the events and organizations we are involved with:

• The Carousel Center for Abused Children (NC)
• Cell Phones for Soldiers
• Hands on Wilmington (NC)
• Making Strides Against Breast Cancer
• March of Dimes (NC)
• Overseas Coupon Program
• Relay for Life (CA)
• Sunday Friends: The Working Alternative to Charity (CA)
• TurningWheels for Kids (CA)

The Rose M. Ratka Memorial Scholarship Program is for high school seniors who intend to further their education through a trade school, apprenticeship program, community college, state or private university. The scholarship program was developed to honor the late Rose M. Ratka who was President/CEO of the credit union from 1978 to 1996. An astute business woman who achieved remarkable success in the industry, Rose strongly believed in continuing education. Scholarship funds are awarded to those students who best exemplify Rose’s courage, spirit and dedication. The scholarship is awarded annually, for application to school the following fall.

Scholarship funds are awarded in the Spring and can be used to pay for tuition, books, school supplies, etc. All applicants must have a minimum 2.5 GPA and be members of Alliance to apply for this scholarship. If a student does not have an account with Alliance, he/she may join at the time of application and the $10 lifetime membership fee will be waived. All that is required is a $25 minimum deposit to open a membership account.

Alliance Credit Union is pleased to announce the winners of its 13th Annual Rose M. Ratka Memorial Scholarship: Conrad Egan of San Jose, CA; Danielle Boles of Palo Alto, CA; and Monet Hardison of Hampstead, NC. Each were awarded $2,000 scholarships to help complete their studies at various universities. Conrad will be studying Media Arts at UCLA, Danielle plans to study Environmental Studies at Pitzer College, and Monet is going into Elementary Education at UNCW.


Congratulations to our 13th Annual Rose Ratka Scholarship winners!
California

CEO Eileen Lewis with Danielle Boles and Conrad Egan

North Carolina

SVP of Marketing & Retail Delivery Emily Condon with Monet Hardison