Alan D. Theriault

Alan D. Theriault is a senior advisor to credit union managers looking at the mutual savings institution charter. Alan coordinated the pioneering first conversion of a state chartered credit union to a Federal Mutual Savings Institution, which, among the other obstacles at the time, involved getting two state laws passed to facilitate the switch. Since this historic conversion, Alan has remained in contact with numerous credit unions about the process and publishes a free newsletter entitled "Converting from a Credit Union" which chronicles this emerging trend. Also, Alan is editor of the 200 page: "Conversion Guide - The Cooperative Banking Charter".

Alan's diversified executive background includes positions with a major Wall Street investment firm, as president of a mutual savings bank, as founder and senior executive of a mortgage banking and business lending firm, and as founder and executive of a National Association of Securities Dealer (N.A.S.D.) Member firm.

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Alan D. Theriault, President
CU Financial Services
PO Box 1053
Portland, Maine 04104

Telephone: 800-649-2741