Associate Members


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DBA: Corcentric

Name of CEO: Doug Clark

Business Development Contact: Suzanne Rahman, National Account Manager

Email: info@corcentric.com | Fax: 630.925.7777 | Website: www.corcentric.com

Headquarter Information: 7927 Jones Branch Drive, Suite 3200, McLean, VA 22102

Social Media:
Facebook: www.facebook.com/corcentric
LinkedIn: http://www.linkedin.com/company/corcentric 
Twitter: https://twitter.com/corcentric
YouTube: www.youtube.com/user/Corcentric
Google+: https://plus.google.com/+Corcentric

Who We Are

Corcentric provides cloud-based financial process automation solutions including accounts payable and accounts receivable, e-invoicing, credit and collections management, working capital management, and reporting analytics. Corcentric offers two solutions: CorConnect, our accounts receivable platform; and COR360, our accounts payable platform.

CorConnect tackles complex multi-enterprise commerce by removing the cost, friction, and risk from doing business in a complex B2B ecosystem. We digitalize transactions across the network and enable companies to streamline, automate and manage their transaction process.

Our COR360 accounts payable workflow software is a configurable, SaaS solution that enables companies to automate their AP processes

For more information, visit corcentric.com or call 888.525.7677.

What We Do

Core products:

•    Price File Validation
•    Contract Compliance
•    E-invoicing
•    Approval Workflow
•    Order Management
•    Dispute Management and Return
•    Credit & Collection Managment
•    Channel Finance
•    Supplier Onboarding
•    Supplier Portal
•    Reporting Analytics


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Name of CEO: John Shlonsky

Business Development Contact: James Scott
Email: jscott@transfirst.com | Fax: 303.482.8315

Website: www.transfirst.com
Blog: www.transfirst.com/blog 

Social Media
Facebook: www.facebook.com/TransFirst
Twitter: www.twitter.com/TransFirst 

LinkedIn: www.linkedin.com/company/transfirst
YouTube: www.youtube.com/user/TransFirstVideos

Headquarters Information: 1393 Veterans Memorial Highway, Suite 307S; Hauppauge, New York; 11788
Phone: 631.840.6900

Organization Description: TransFirst's innovative products and 24/7, U.S.-based merchant support are part of a comprehensive program that can help members of our partners save money and grow your business. TransFirst offers a free merchant statement analysis to see how much co-op and purchasing group members may be able to save. With an A+ rating from the Better Business Bureau, you can trust TransFirst to create a program that works for your partners. 

Services offered

  • Ability to process major credit cards, debit cards and ACH
  • State-of-the-art security and data protection technologies
  • Wired, wireless, mobile and Internet-based processing options
  • Industry-compliant processing equipment and software
  • Pricing structures for businesses of every size
  • Comprehensive online reporting available 24/7




Business Development Contact: Andres Thompson
Email: andrew.thompson2@lfg.com |

Website: www.tcg-lfg.com

Headquarters Information: 406 Science Drive, Suite 310; Madison, WI 53711
Phone: 608-268-5100

Who We Are: We are financial professional who work with Co-ops and national trade organizations to design and implement unique benefits programs that drive value and help create long-lasting relationships between national sponsors and their members. 

What We Do: Utilizing the unique aspects of Co-ops, we help design retirement and group insurance programs sponsored by the Co-op. By focusing on the organization's access to their members' buying power, we are able to significantly reduce the cost of implementing top rated retirement and group insurance plans. After implementation, we provide high level of ongoing support for members and sponsors. Please refer to our website for a listing of the states in which we offer retirement and insurance solutions.

Registered associates of The Capital Group are registered representatives of Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor offering insurance through Lincoln affiliates and other fine companies. The Capital Group is not an affiliate of Lincoln Financial Advisors Corp. CRN-1145145-031015


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 MindActive 94403

Name of CEO: Phillip Hamilton

Business Development Contact: Phillip Hamilton, Owner and Partner
Email: phillip@mindactive.com  | Fax:866-886-1767

Website: www.mindactive.com

Social Media:
LinkedIn: http://www.linkedin.com/company/mindactive-web-strategy-&-innovations 
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Headquarter Information: 7803 Clayton Rd., Suite A, St. Louis, MO 63117
Phone: 314.567.1117 x500

Organization Description:

Since 1998, MindActive has provided clients with a full spectrum of eMarketing, eCommerce and web design services - from corporate identities and internet branding, to video graphics and online communication tools. We focus on a variety of industries, including healthcare, technology, telecommunications, consumer hard goods, fashion, food, beverage and entertainment. Our mission is to offer our clients digital marketing and communication tools based on solid strategy and positively differentiate them in the competitive marketplace.  We approach each client engagement as a unique set of creative possibilities, yet designed around their overall marketing plans and goals.

Services Offered:

• Insight and planning – the discovery, research and understanding process is crucial to our success
• Website Design – consistent and in-step with all your marketing, our integrative approach will give readers a reason to browse and return
• CMS Web Development – beautiful websites are only as good as the architecture that supports it
• Video and Motion Graphics – you have a story, so let MindActive help tell it with our extensive prep and boots-on-the-ground approach
• Mobile – the fastest growing sector in the tech space, get out in front of your competition with MindActive on your side
• CGI – our team’s experience in the field dates back to the very beginning of computer animation and 3D modeling
• eCommerce – if you want to sell products on the web, you need an experienced company with proven results behind you
• SEO – maximize the number of Web pages included in search engines, boost your traffic and re-optimize your page content – we can help!
• eLearning – MindActive does open-source Moodle integrations that are time and cost-efficient


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Name of CEO: Gary Pittsford, CFP®

Business Development Contact: Amy Hayes, Communications Manager
Email: Amy@castle3.com | Fax: 317.577.8575

Website: www.castle3.com

Social Media:
LinkedIn: www.linkedin.com/company/1465278

Headquarter Information: 9820 Westpoint Drive, #200, Indianapolis, IN, 46256-3363
Phone: 317.849.9559

Organization Description:

Castle Wealth Advisors is a fee-only financial advisory firm that designs and implements financial strategies for closely-held business owners to achieve their goals and protect their business and family assets.

Services Offered:

• Development of succession or transition plans for family business owners
• Valuations for family business owners for reasons including gifting stock to family members, selling the company to non-family members, divorce, probate and retirement planning
• Development of retirement income strategies that are important for the owners and family
• Review and design of estate documents to minimize estate taxes and protect closely-held family business assets
• Development of long term strategies to help protect and manage family wealth over many generations.


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Name of CEO: Chuck Allen

Business Development Contact: Greg Stump, Cooperative Services
Email: greg.stump@crowehorwath.com | Phone: 502-420-4478 

Website: www.crowehorwath.com

Social Media:
Twitter: @CroweHorwath_US

Headquarter Information:  One Mid America Plaza, Suite 700, P.O. Box 3697, Oak Brook, IL 60522

Organization Description:

Crowe Horwath LLP is one of the largest public accounting and consulting firms in the United States. With a total of more than 3,000 personnel, Crowe and its subsidiaries have offices coast to coast. The firm is recognized by many organizations as one of the country's best places to work.

Services Offered:

 Under its core purpose of “Building Value with Values®,” Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk, and performance services.


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Name of CEO: Stacy Augustine

Business Development Contact: Stacy Augustine, CEO
Email: stacy@creditunionstrategicplanning.com | Phone: 253-200-0418 

Website: http://creditunionstrategicplanning.com/

Headquarter Information:  535 Dock Street, Suite 208, Tacoma, WA 98421

Organization Description:

CU Strategic Planning works with credit unions that embrace their cooperative roots. We like to think of ourselves as a full-service strategy lab, helping credit unions realize their full potential. Our services often start with strategic planning, can include research, development, and grant writing and run the gambit through the implementation of projects designed to expand services to members.



Name of CEO: Greg Dinsdale

Business Development Contact: Robert Ward, Director of Sales
Email: rward@lbmx.com | Phone: 519-850-5269 x 105 | Fax: 519-850-2028

Website: www.lbmx.com 

Social Media:
Twitter: @LBMXinc

Headquarter Information:  148 Fullarton St., Suite 1702, London, Ontario, CANADA, N6A5P3

Organization Description:

LBMX believes in the value of purchasing cooperatives - so much so that we work exclusively with purchasing coops, their members, and their trading partners. Our mission is to provide groups around the world with the same technology advantages their corporate competitors have.

Services Offered:

 LBMX delivers technology solutions and unrivaled industry expertise to purchasing cooperatives and their members around the world.  LBMX lets you add value to your members while reducing costs through automated invoice processing, real-time rebate tracking, focused buying programs, business intelligence tools, and integrated ordering systems.


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Executive Director:  Kimberly A. Fantaci

Business Development Contact: Jeff Roberts
Email: info@nsacoop.org | Phone: 937-222-6707 | Fax: 937-222-5794

Website: www.nsac.coop

Headquarter Information: 136 South Keowee Street, Dayton, OH 45402

Organization Description:

NSAC is comprised of professionals actively involved with the financial management of cooperatives. NSAC strives to provide accounting, tax and business education uniquely tailored to cooperatives while supporting cooperatives in business interests, and offering networking and professional development opportunities.

Services Offered:

NSAC provides a variety of training sessions, publications, networking and research tools to enhance the professional competence of its members and improve the level of service they can offer cooperatives.



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Managing Partner: Glenn Miller

Business Development Contacts:
Bruce Mayer, CPA, MBA, Partner
Email:bruce.mayer@wegnercpas.com | Phone: 888-204-7665 | Direct Line: 608-442-1939 | Fax: 608-274-0775

Pete Oettinger, CPA, Partner
Email:pete.oettinger@wegnercpas.com | Phone: 888-204-7665 | Direct Line: 608-355-7721 | Fax: 608-356-2966

Website: www.wegnercpas.com

Social Media:
Facebook: www.facebook.com/WegnerCPAs
Linkedin: www.linkedin.com/company/Wegner-LLP-CPAs-&-Consultants

Headquarter Information: 2110 Luann Lane, Madison, WI  53713

Organization Description:

At Wegner CPAs we understand that cooperatives are a unique type of organization that requires specialized professional services.  Accountants without these distinctive skills lack the understanding to provide high-quality services to cooperative businesses. The Wegner CPAs cooperative group has over 65 years of combined knowledge and experience working in the cooperative sector. Our services are led by nationally recognized experts in the cooperative field.  We currently work with over 60 cooperative groups all across the country including food, purchasing, housing, pharmacy, and worker co-ops.

Benefits of an Engagement with Wegner CPAs:

• Assurance on the financial statements to the board of directors from outside professionals with knowledge of the industry.
• Assurance to the co-op members that the organization’s finances are being handled properly.
• Assurance on the financial statements to external creditors or investors.
• Recommendations on improvements in internal controls.
• Tax returns prepared by accountants familiar with the nuances of cooperative income tax rules.



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Name of CEO: John E. Pinto

Business Development Contact: Michael Natyshak
Email: mnatyshak@pentegra.com | Phone: (800) 872-3473, x9557 | Mobile: (419) 270-8775 Fax: (203) 925-0674 

Website: www.pentegra.com | Blog: http://pentegra.com/expertise/current-thinking/index.html 

Social Media:
Facebook: www.facebook.com/PentegraRetirementServices 
LinkedIn: www.linkedin.com/company/pentegra-retirement-services 
YouTube: www.youtube.com/user/pentegrars 

Headquarters Information: 2 Enterprise Drive, Suite 408, Shelton, CT 06484

Organization Description:
Founded as a not-for-profit cooperative to provide an unbiased, fiduciary-centric solution for the benefit of our partners, today Pentegra is the retirement services provider of choice to organizations nationwide, managing more than 4,000 retirement plans and nearly $8 billion in retirement plan assets. As a retirement plan fiduciary for more than 70 years, Pentegra offers the advantage of insights and experience gained in this unique role, and the benefit of industry best practices for fiduciary standards. 



For nearly 100 years, NCBA CLUSA has encouraged communities to live cooperatively, harnessing the uncommon power of common purpose. NCBA CLUSA applies cooperative principles in development, advocacy, and education.

Association Services

  Pat Brownell Sterner, Chief Operating Officer Click Here To Email Pat 202-638-6222   Thomas Bowen,  Director of Membership Click Here to Email Thomas Bowen 202.383.5461                           The National Cooperative Business Association CLUSA (NCBA CLUSA) represents a cross-sector co-op community of more than 40,000 businesses that control over $3 trillion in assets.  We unite co-ops by promoting the cooperative business model, driving cross-sector collaboration, and being the national ‘voice’ for cooperatives to raise the profile of co-ops everywhere. Our work is grounded in our three-part mission:
 To raise the profile of cooperatives
 To promote and protect the cooperative business enterprise model To drive cross-sector collaboration among cooperatives in keeping with Principle 6 of the Cooperative Principles       We believe in collaboration, and in bringing value to the many efforts already underway through our cooperative development partners and intermediaries that are doing the necessary ‘boots on the ground’ cooperative development work. In our role as facilitator, convener, and financing partner, we assist our partners in their work with strengthening the structure, reach and financial sustainability of existing cooperatives, as well as efforts to establish new cooperatives.  We are collaborating with Cooperation Works! and Cooperative Development Centers across the country to develop more diverse – and sustainable – funding for their important work. We are responding to local and regional nationwide that are interested in establishing Cooperative Business Associations, with the intent of creating local cooperative ‘chambers of commerce’ to drive the financial success of cooperatives in these associations, raise the profile of cooperatives in their communities, and foster cross-collaboration among cooperatives. Using the power of cooperative development work and our collective cooperative voice, NCBA CLUSA advocates on Capitol Hill on behalf of cooperatives, fighting to maintain or increase government funding for cooperative programs and securing access to legislation that protects the cooperative business enterprise model. Throughout the United States, NCBA CLUSA is working with cooperatives and cooperative development organizations to embed cooperatives in their local and regional economies. With our partners NCBA CLUSA supports cooperative development, funds cooperative education, and promotes the need for research to continually strengthen the case for cooperatives in our economy.   OUR FOCUS NCBA CLUSA takes very seriously its role as CONVENER of cooperatives and cooperators across the country. ADVOCACY NCBA CLUSA is also working hard to amplify the voice of cooperatives at the national level, specifically through increased advocacy work on behalf of cooperatives sectors.  For example, NCBA CLUSA sent letters to members of the Senate Finance and House Ways and Means Committees pressing for tax reform to retain the tax exemption for credit unions. Likewise, through the efforts of NCBA CLUSA and partners, a significant shift in the government’s fiscal year 2014 spending bill has made provision for $5.8 million for the Rural Cooperative Development Grant (RCDG) and an additional $3 million for the Small Socially-Disadvantaged Producer Grant (SSDPG). Moving forward, we plan to establish a congressional Cooperative Caucus as a forum to brief legislators on cooperatives and cooperative sectors. CO-OP TALKS Another significant focus for NCBA CLUSA is boosting our presence with members through a series of Co-op Talks.  These meetings will be excellent opportunities for us to listen to our members, recruit new members, and learn more about what cooperatives need in communities across America.  Current list of venues include: Denver, Colorado Madison, Wisconsin   CONFERENCES NCBA CLUSA hosts and/or supports several conferences throughout the year: Consumer Cooperative Management Association (CCMA):  June 12-14 in Madison, Wisconsin Co-op Week (in partnership with the National Cooperative Bank and the Cooperative Development Foundation):  May 5-9 in Washington, D.C. Purchasing Cooperative Conference and the NCBA CLUSA Annual Meeting:  September 8 – 11 in St. Paul, Minnesota   COOPERATIVE BUSINESS ASSOCIATIONS (CBA'S) We are working with several groups throughout the country that are organizing to establish CBAs.  To support these efforts NCBA CLUSA is providing financial support, human resources and business planning to launch what can be thought of as local “co-op chambers of commerce”, with missions to promote the co-op business model, grow the bottom-line of cooperatives in local communities, and engage more consumers as co-op members.  We are focused on four locations: Austin, Texas  (Austin Cooperative Business Association) Philadelphia, Pennsylvania (Philadelphia Area Cooperative Association) Upstate New York Western Massachusetts (Valley Cooperative Business Association   COOPERATIVE BUSINESS SERVICES We are committed to raising the profile of cooperatives as economic drivers in our communities.  To that end we will be providing services such as internal and external “cooperative assessments” for members interested in (internally) better integrating the cooperative principles into their business plans and operations, and (externally) leveraging cross-sector relationships to promote their businesses to a broader base of consumers.  We will be utilizing the Blueprint for the Cooperative Decade in this work with our members, with a projected outcome of better identifying and communicating the economic power of cooperatives in given communities.   COOPERATIVE BUSINESS ROUNDTABLE In 2014 we will be establishing the Cooperative Business Roundtable, which will be a convening of CEOs from our larger members.  We have recognized the opportunity to bring CEOs together to network with each other about the opportunities and challenges for cooperatives in today’s economy as well as those they face in their own cooperatives.  Plans are being made to launch the inaugural session of the Roundtable during Co-op Week in Washington, D.C. (May 5 – 9, 2014).     OUR PARTNERSHIP WITH CooperationWorks AND THE COOPERATIVE DEVELOPMENT CENTERS CooperationWorks! Is the center for excellence for cooperative business development. They are a dynamic and innovative national cooperative created to grow the cooperative model across the United States. Cooperative development centers work to revitalize communities through effective cooperative enterprise development. The centers provide a broad spectrum of expertise and technical assistance, including feasibility studies, market analysis, business plan development, governance training, and educational programs. NCBA CLUSA works closely with both CooperationWorks! and the centers to provide support and resources to aid in their very critical work. NCBA CLUSA understands that it is imperative to grow and sustain financial support so that CooperationWorks! and the centers may foster cooperative economic development. To that end, NCBA CLUSA is co-hosting with CooperationWorks! a summit to engage the cooperative development centers on a national level that will bring forth strategies that will diversify and grow funding. PARTNERSHIP WITH FREELANCERS UNION NCBA CLUSA first began working Freelancers Union in 2010 while assisting organizations across the United States that were applying for funding to develop the new national health care CO-OPs. NCBA CLUSA first provided expertise to Freelancers Union regarding board governance and board development for the application and later played a role in board training for Freelancers Union. Since that time, a close and productive relationship has grown between the two organizations. Sara Horowitz, Found and Executive Director of Freelancers Union, recently wrote; “Cooperatives are deeply knit in the American fabric. In 1752, founding father (and volunteer firefighter) Ben Franklin started the nation's first mutual fire insurance company, Philadelphia Contributionship, which still operates today. In his book For All The People, historian and woodworker John Curl highlights the amazing diversity of cooperative businesses that popped up in the 1800s -- mining coops, shoemaking coops, knitting coops. Basically anything workers could unite to own, they did. We are beginning to see the rise of that mutualistic ethos once again. Many of these efforts directly mirror the late 1800s mutual support model -- but this time with the internet helping bring what had once been local models to national scale.” Freelancers Union has a mission of promoting the interests of independent workers through advocacy, education, and services. NCBA CLUSA is working with the Freelancers Union to provide certain training, education and support services to assist the Freelancers Union in fulfilling their research of cooperatives, member educational programming, project management, board education, business model transition, and public relations objectives, and services for which cooperation may be mutually beneficial. REGIONAL FARMERS MARKET/USDA RCDG GRANT NCBA CLUSA’s 2012 USDA Rural Cooperative Development Grant is dedicated to supporting the establishment of a Regional Farmer’s Market located in the Mississippi Delta, in partnership and through the leadership of Shreveport Federal Credit Union and the Federation of Southern Cooperatives. The establishment of food hubs that address food deserts is a particular area of expertise for NCBA CLUSA through our international work, and we are applying that expertise to our rural cooperative development partnerships. The work is also supported by previous project work related to wealth creation and development of value chains, especially as relate to cross-sector cooperative business opportunities. The initial work around the establishment of a regional farmers’ market located in Marks, Mississippi has been led by the Shreveport Federal Credit Union, which located a branch in Marks in 2006. Joining with the Federation of Southern Cooperatives, the primary cooperative development expert in the rural south, Shreveport FCU has worked with local community leaders to further explore opportunities for community engagement and is currently building out the concept for the market, setting in motion plans to launch the market by the end of 2013. The idea for the Delta Regional Market (a name under consideration) came about through multiple meetings with community members, mayors of several towns, and farmers in which they addressed the challenges which have caused this region to be so economically deprived. The Market will be a food hub for the entire community providing reasonably priced, fresh, locally-grown foods; creating jobs for some and for others an entertainment and a gathering place that is planned to be a major draw for customers within a 50-mile radius.  On-street parking provides plenty of space for customers, and the building is located near local businesses to encourage foot traffic to nearby merchants. The Market will also be a showcase for the community’s cultural roots. In addition to being a Food Hub with sales of fresh farm products, the Market will also house a small Museum called “The Muletrain Museum and Gift Store”, a Kidz Zone, and a small Food Court. “Sunday Go to Meeting at the Market” will highlight the deep spiritual roots of the people of the Delta, and provide the opportunity for area churches from diverse communities to bring their choirs and congregations to the market to sing in the food court area on Sunday afternoons as an additional way to attract consumers to the Market. Another central feature of the Market will be the participation of the North Delta Produce Growers Association, which will use part of the Market’s building to expand their commercial enterprise which currently sells purple hull peas to Walmart. Expansion of their operations will increase the distribution opportunities for their participating farmers, and open the door for other farmer cooperatives to join. Leadership and partnership must go hand in hand for the success of this project. Shreveport Federal Credit Union is stepping up with some of the financing for the building; the Federation of Southern Cooperatives is providing the hands-on expertise in agricultural as well as small cooperative business development. Thanks to funding from the USDA Rural Cooperative Development Grant, NCBA CLUSA is providing expertise in business planning, project design and financing to support the launch and sustainability of the project. We believe the Delta Regional Market can become an important pilot for other communities to follow, and we will work with our partners to document and evaluate every step of this important project. Links to partners: Shreveport Federal Credit Union Federation of Southern Cooperatives North Delta Produce Growers Association USDA

Association Services


window.location.href = "https://www.ncba.coop/current-events" Succession Planning for Co-op Members Join us for a Webinar on June 26 Space is limited. Reserve your Webinar seat now at: What will happen to your business when its leadership is ready to retire? During NCBA CLUSA’s June 26 webinar, presenter Gary Pittsford, CFP, president and CEO of Castle Wealth Advisors, will discuss key factors you need to consider in planning for the future of your coop, including: • Issues affecting family members • Transition options • Retirement income security • Tax impacts and options • Business and estate plans Get the answers to your burning questions about the succession planning process and begin to assemble an advisory team who can help you make smart decisions for your organization.   Title: Succession Planning for Co-op Members Date: Thursday, June 26, 2014 Time: 1:00 PM - 2:00 PM EDT   After registering you will receive a confirmation email containing information about joining the Webinar.   System Requirements PC-based attendees Required: Windows® 8, 7, Vista, XP or 2003 Server Mac®-based attendees Required: Mac OS® X 10.6 or newer Mobile attendees Required: iPhone®, iPad®, Android™ phone or Android tablet       Future NCBA CLUSA Webinar Topics Promoting Cooperation with Financial Cooperatives Learn how financial cooperatives are engaging in cross-sector collaboration by doing business with other cooperative sectors. Cooperative education in colleges and universitiesWhile the cooperative business model is distinct from other business models, our current options for pursuing relevant cooperative management education is limited. Join this webinar to learn about the existing programs, along with work being done to improve management education for the cooperative sector. Cooperative GovernanceWebinar will explore key issues in cooperative governance, and how cooperative governance is different than governance of other organizational models.   NCBA CLUSA’s webinars continue to be a popular source of information on issues impacting the cooperative community. Whether it is marketing and branding your co-op, understanding the legal and governmental framework of cooperatives or learning how co-ops are using technology to be innovative, NCBA CLUSA’s webinars provide useful and timely information to leverage opportunities for growing and improving your cooperative. Webinar Archive Miss a webinar? Visit NCBA CLUSA's archive to view presentations on-demand We'd Love Your Input! Do you have an idea for a webinar topic? Please send your suggestions to:info@ncba.coop



  Thursday, 01 August 2013 10:38 In a July letter to the Senate Finance Committee, Senator Mark Begich (D-AK) stated he supports credit unions and their tax exemption status. Outside of the Washington beltway, regular folks may not be aware that Congress is working to overhaul the existing tax structure. For the last few years, Congressional tax committees have been considering comprehensive tax reform, and they now plan to draft and pass a bill later in the year. The current process in the Senate is called the “blank slate” approach. Senate Finance Committee Chairman Max Baucus (D-MT) and Ranking Member Orrin Hatch (R-UT) have asked senators to submit letters advising the committee which tax exemptions they support that should be included in the committee’s approach to comprehensive tax reform. Along with his requests to keep housing and energy tax provisions, Senator Begich also included the credit union tax exemption in his July 26 letter to the Senate Finance Committee. In his letter, Senator Begich stated, “Alaska is far removed from traditional financial centers and that credit unions play an outsized role in the state’s economy. That is why Section 501(c)(14), which grants tax exempt status to credit unions, should be retained in any tax reform effort, to ensure continued access to affordable credit for consumers, homebuyers and small businesses alike, all of which contribute substantially to economic growth.” At the Finance Committee’s request, the letter writing exercise has been kept confidential, but Senator Begich, along with a few other senators have made their requests public. It is not clear how senators are participating in the “blank slate” process, or how the House of Representatives will proceed with their tax reform approach. NCBA CLUSA has coordinated its efforts with the Credit Union National Association (CUNA) and the National Association of Federal Credit Unions (NAFCU) to support the credit union tax exemption and will continue to work with its association partners as the tax reform process moves ahead in Congress.  


Call to Action: Tell Your Members of Congress to Support Cooperative Development Funding!

Cooperative Development Centers Need Your Support! During the Congressional appropriations process, vital funding for the USDA Rural Cooperative Development Grant (RCDG) program was impacted dramatically, and the cooperative community needs to do everything we can NOW to restore it to sufficient levels. The House of Representatives Agriculture Appropriations bill for fiscal year 2014 eliminates RCDG funding that is critical to the development of cooperatives in rural America. The Senate provides $8.8 million in their funding bill for the program. Without sufficient funding for the RCDG program, cooperative development centers providing hands-on assistance will be unable to operate, and the only existing program in the federal government dedicated to cooperative development would be hindered significantly or possibly eliminated. As an NCBA CLUSA member and supporter, you have an opportunity to help! Attached are two letters, one specifically drafted for the House of Representatives and the other for the Senate. Please send the appropriate letter of support to your Representative or Senators and let them know this vital program needs to be saved. If you would like to share the success of your advocacy efforts on this issue or have any questions, please contact NCBA CLUSA’s Vice President of Advocacy, R.L. Condra at 202.383.5480 or rcondra@ncba.coop. Sincerely, Michael Beall President and Chief Executive Officer   Download House of Representatives Letter » Find Your Representative Download Senate Letter » Find Your Senator

Call to Action: Tell Your Members of Congress to Support Cooperative Development Funding!

Legislative Update: Cooperative Development Bill Introduced in the House of Representatives

  Legislative Update Cooperative Development Bill Introduced in the House of RepresentativesLegislation Focuses on Job Creation by Promoting Cooperative Development  (WASHINGTON, DC) – The National Cooperative Business Association (NCBA CLUSA) is excited to announce the introduction of legislation that will spur job creation and development of cooperatives. The legislation H.R. 2437 titled, “Creating Jobs Through Cooperatives Act of 2013” was introduced by Congressman Chaka Fattah (D-PA) on June 20 in the House of Representatives. “Co-ops bring communities tighter by encouraging residents to pool their skills and resources,” said Fattah. “They empower people to make decisions that will create opportunities that grow their communities and provide an added sense of belonging. This legislation brings federal resources and a policy priority to that effort.” The legislation would create a national program within the U.S. Department of Housing and Urban Development to provide capital, training and other resources to foster member owned businesses. The bill introduced will strengthen communities, promote self-help, and generate jobs by awarding grants to nonprofit organizations, colleges and universities that help grow or create cooperatives. Also, when establishing cooperatives, communities will be provided with guidance, best practices, and technical assistance. Furthermore, the legislation will create a revolving loan fund, providing seed capital to groups forming cooperatives and funding to train providers in technical issues, supporting existing professional development for organizations engaged in cooperative development. “On behalf of the 29,000 cooperatives throughout the country, we thank Congressman Fattah for his support and leadership,” said Michael Beall, president of NCBA CLUSA. “This legislation is a giant step in providing more communities around the country with the financial backing to grow businesses that share their same values.” Cooperatives already play a significant role in the U.S. economy operating in all 50 states and across all sectors. They are owned and operated by the people who utilize the goods or services provided by the co-op and they operate for the benefit of its members. Cooperatives are a part of many industries including energy, telecommunications, food distribution, insurance, credit unions, agriculture, health, housing, and wholesale and retail purchasing and distribution. There are 29,000 U.S. cooperatives that account for more than $3 trillion in assets, totalling over $500 billion in revenue, $25 billion in wages and benefits, and providing nearly two million jobs. If you would like to receive the text of the bill, or would like to learn how you could have your Member of Congress support the legislation, please contact R.L. Condra, NCBA CLUSA Vice President of Advocacy, at  or 202.383.5480. The National Cooperative Business Association CLUSA International (NCBA CLUSA) is the apex association for cooperative businesses in the United States and an international development organization. NCBA CLUSA provides cross-sector education, support, and advocacy that helps co-ops thrive. For nearly 100 years NCBA CLUSA has sought to advance and protect cooperative enterprises, highlighting the impact that cooperatives in bettering the lives of individuals and families. In the last 60 years, NCBA CLUSA has grown its international development portfolio to over $34 million of active programs in 14 countries.

Legislative Update: Cooperative Development Bill Introduced in the House of Representatives

Co-op Jobs

Reaching thousands of like-minded cooperators has never been easier! NCBA CLUSA’s jobs posting service targets your job listing to those in the cooperative community looking to get involved in cooperative work!



NCBA CLUSA is the nation’s oldest and largest national membership association representing cooperatives of all types and in all industries. We are democratically organized and operate according to internationally recognized cooperative principles. NCBA CLUSA’s mission is to develop, advance and protect cooperative businesses and to demonstrate the power of the cooperative business model to achieve economic and social impacts. As the apex organization representing the interests of the US cooperative community, NCBA CLUSA provides a strong, unified voice on Capitol Hill. The Association’s portfolio includes programs and services that meet the shared advocacy, education and communications needs of a cross-sector, US cooperative community. In addition to its work domestically, NCBA CLUSA’s international program has been engaged in cooperative and sustainable business development in over 100 countries for close to 60 years.


NCBA CLUSA is an equal opportunity/affirmative action employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, political affiliation, sexual orientation, gender identity, marital status, disability, protected veteran status, genetic information, age, and legally protected characteristics for non-merit factors. NCBA CLUSA is committed to providing reasonable accommodations to qualified individuals with disabilities in all facets of employment, including the employment application and selection process. If you have a disability that affects your ability to use our online system to apply for a position at NCBA CLUSA, please send an email to Misti French or call 202-383-5465.



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The Team

Meet Our Senior Leadership Team

Michael Beall

Michael Beall

President & Chief Executive Officer
Patricia Brownell Sterner

Patricia Brownell Sterner

Chief Operating Officer, NCBA
Amy Coughenour Betancourt

Amy Coughenour Betancourt

Chief Operating Officer, CLUSA International
Valeria Roach

Valeria Roach

Chief Financial Officer
Lisa Bowman

Lisa Bowman

Chief Administrative Officer, NCBA CLUSA
Larry Thomas

Larry Thomas

Chief Human Resources Officer, NCBA CLUSA

The National Cooperative Business Association CLUSA International (NCBA CLUSA) is the oldest and largest national cross sector association for cooperatives, professionals servicing co-ops, and supporters.