The county’s first-of-its-kind contest will spotlight exemplary educators at local schools

9/21/2019 12:00:00 AM

PORT CHARLOTTE, Fla. (Sept. 16, 2019) – Achieva Credit Union is teaming up with Charlotte County Schools and the Port Charlotte Sun to launch the county’s first-ever “Teacher of the Month” contest. Each month, parents, students and community members can nominate an educator of their choice from Charlotte County.

 The Teacher of the Month contest is open to all Charlotte County educators from public and private schools. The nomination period for the month of September will be open from Sept. 16 to Sept. 24. During that timeframe, parents, students and community members can nominate a teacher via an online submission form at yoursun.com/topteacher.

 Nominators are also highly encouraged to include details on why they’re nominating the teacher and how the teacher makes a difference in students’ lives.

 The teacher with the most votes will be named Teacher of the Month, and an Achieva team member will award the teacher with a $250 gift card and funding to support a wish-list item that benefits his or her classroom. The Port Charlotte Sun will also write a story about the winning teachers each month.

 “Achieva was founded by seven teachers, so it makes complete sense to do something unique to recognize outstanding local teachers,” said Susan Lacey, Market Vice President at Achieva. “We’re also thrilled to hand-deliver the gifts and connect with the winning teachers each month.”

 Achieva, the Port Charlotte Sun, and Charlotte County Schools also plan to host a special reception in May 2020 to announce the Teacher of the Year, who will receive a trip to New York City, Las Vegas or Atlantis Bahamas with the hotel stay and airfare included. Each Teacher of the Month is eligible for the Teacher of the Year honor.

 Achieva has kept education at the forefront of its community giving strategy since it was founded in 1937. The Teacher of the Month contest stays true to the credit union’s roots while benefitting the community. In fact, Achieva has raised more than $400,000 for Florida schools since 2010.

The Teacher of the Month contest will run monthly throughout May. For more information about Achieva Credit Union, visit www.achievacu.com.

ABOUT ACHIEVA: 
Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5-Star credit union by Bauer Financial and has more than $1.5 billion in assets and 26 branches serving more than 160,000 members. Anyone who lives or works in Charlotte, Collier, DeSoto, Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas, and Sarasota Counties, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information, visit www.achievacu.com.

 ABOUT THE PORT CHARLOTTE SUN NEWSPAPER The Port Charlotte Sun is the county’s premier source of community news. Covering the communities of Punta Gorda, North Port, Englewood, Venice and Arcadia, the daily publication presents an unbiased stream of breaking and local news. For more information, call the newsroom at 941-206-1000 or visit https://www.yoursun.com/charlotte/.


Ticket giveaway reached 450 service workers, teachers and Achieva members during the 2019 season

8/21/2019 12:00:00 AM

PORT CHARLOTTE, Fla. (Aug. 21, 2019) – Achieva Credit Union is wrapping up a successful second year of partnering with the Charlotte Stone Crabs, providing more than 450 free tickets to police officers, firefighters, teachers, health care workers and Achieva members during the 2019 season. 

At each Saturday night home game this season, Achieva handed out 50 free tickets to workers who make a difference in the community, as well as its members. The ticket giveaway is part of a multi-year partnership that Achieva formed with the Stone Crabs in 2018.

 “When Achieva acquired Calusa Bank in 2015, we brainstormed meaningful ways to grow our brand in Charlotte County,” said Susan Lacey, Market Vice President for Achieva. “We’re big on sports, often sponsoring local leagues throughout our footprint, so partnering with the Stone Crabs made complete sense.”

 Achieva also sees the partnership as a tangible way to give back to the community - always a major focus for the credit union.

 “Offering a fun night out to see a baseball game is just a small token of appreciation we can offer to people who change lives throughout our community,” Lacey said.

 Achieva, which was originally founded by a group of teachers in 1937, is hosting a “Back to School Night” during the Stone Crabs game on Aug. 24 at 6 p.m. at the Charlotte Sports Park. School teachers, administrators, staff and students will get into the game for free when they show their school IDs.

 Throughout the season, Achieva members also enjoyed the perks of the Stone Crabs partnership, scoring free tickets to home games on Monday through Thursday when they showed their Achieva debit or credit cards. They also received coupons for a complimentary hot dog and soda – the perfect combination as they cheer on the Stone Crabs from the Achieva Community Corner, a designated area reserved for Achieva members and community partners.

 Achieva plans to offer a similar program with the Stone Crabs next season, part of its goal to sponsor purposeful events that impact the community and expand its presence in Charlotte County market. For more information, visit www.achievacu.com.

ABOUT ACHIEVA: 
Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5-Star credit union by Bauer Financial and has more than $1.5 billion in assets and 26 branches serving more than 160,000 members. Anyone who lives or works in Charlotte, Collier, DeSoto, Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas, and Sarasota Counties, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information, visit www.achievacu.com.

 ABOUT THE CHARLOTTE STONE CRABS

The Charlotte Stone Crabs, a Minor League Baseball team based in Port Charlotte, is the Class A affiliate of the Tampa Bay Rays. They are owned by the Caribbean Baseball Initiative, headed by owner/operator Lou Schwechheimer and Jordan Kobritz. The Charlotte Stone Crabs promote affordable, family-friendly entertainment. For tickets or information, call the box office at 941-206-HITS or visit https://www.milb.com/charlotte-stone-crabs/tickets.


Ranking based on customer surveys done by Forbes and market research firm Statista

7/23/2019 12:00:00 AM

DUNEDIN, Fla. (July 18, 2019) – Achieva Credit Union has been named as one of Florida’s 10 best credit unions, based on a national survey of banking and credit union customers conducted by Forbes with market research firm Statista. 

Forbes surveyed more than 25,000 people around the U.S. about their banking relationships, with the financial institutions being rated on overall recommendations and customer satisfaction. Among the categories covered: trust, terms and conditions, branch services, digital services and financial advice.

Achieva ranked No. 9 on the list of Florida’s 10 best credit unions, a notable achievement given that only 3.1% of the nation’s financial institutions qualified for “best-in-state” status.

“We are extremely proud of making this list, which reflects both the quality of our personal service and the sophistication we offer with our digital and branch services,” said Achieva CEO Gary Regoli. “As a not-for-profit owned by our members, finding ways to meet their needs is everything to us.”

Credit unions as a whole did very well in the survey: While the average score for banks in the survey was 4.2 on a range of 1 to 5, credit unions averaged 4.5.

The Forbes ranking signifies the high level of Achieva’s customer service, part of an equation for success that also includes community support and employee satisfaction. Achieva currently has an 83% customer satisfaction rate based on 2018 results from the credit union’s customer experience survey.

Achieva is able to deliver on its strong service model thanks to its vibrant company culture, which includes everything from employees bringing their dogs to work, to rallying team members to brainstorm the next community event. 

For seven consecutive years, Achieva has earned the Tampa Bay Times’ “Top Workplace” distinction, which is awarded to 100 companies across the Tampa Bay area, based on anonymous surveys completed by employees at each respective organization. 

“Happy, satisfied employees who enjoy coming to work each day are the ones who deliver standout service,” Regoli said.

ABOUT ACHIEVA:  

Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5-Star credit union by Bauer Financial and has more than $1.7 billion in assets and 26 branches serving more than 160,000 members. Anyone who lives or works in Charlotte, Collier, DeSoto, Glades, Hardee, Hendry, Hernando, Highlands, Hillsborough, Lee, Manatee, Monroe, Pasco, Pinellas and Sarasota, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information, www.achievacu.com.

 


This year’s signature event celebrates a decade of action-packed races to benefit Pinellas County schools

7/20/2019 12:00:00 AM

CLEARWATER, Fla. – (Aug. 1, 2019) – Achieva Credit Union will celebrate the 10th anniversary of its annual Box Car Rally on Saturday, Oct. 5 in downtown Clearwater. For the past decade, box car racers have joined together to zoom down one of the only hills in Pinellas County to benefit local schools.

Founded by teachers, Achieva gives proceeds from community events like the Box Car Rally to Pinellas County schools in the form of classroom grants. As an example, Seminole High School used a grant several years ago to start its “Wake-Up Warhawks Coffee Cart” – a concept in which students serve coffee to teachers and peers, while learning things like budgeting, managing inventory and customer service skills in the process. 

Last year’s Box Car Rally attracted more than 2,500 spectators to watch the event at the corner of Cleveland Street and Osceola Avenue, raising $25,000 for Pinellas County schools.

“The Box Car Rally is a perfect example of the strong partnership we have with the communities we serve,” said David Oak, Achieva’s chief marketing officer. “Working together, we’ve raised $415,000 for local schools since 2010, thanks to our community events, which shows how much our neighbors care about improving public education.”

The Box Car Rally stems from an unusual idea, Oak said. In 2010, Achieva CEO Gary Regoli challenged the staff to create a signature event to raise money for local schools. Turns out, an Achieva team member had just watched “The Little Rascals” and found inspiration in the movie’s soapbox car rally. 

This year’s free event will be held Saturday, Oct. 5 from 9 a.m. to 4 p.m. Thousands of spectators will watch nearly 300 races with box cars made out of everything from surfboards to filing cabinets, as well as sleek All-American Soap Box Derby style cars. Beyond the race track, the event has even more fun for the whole family to enjoy including food trucks and a Kids Zone with balloon artists and face painting.

To register, become a sponsor or learn more about the Box Car Rally, visit the event website.

 

ABOUT ACHIEVA:  

Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5-Star credit union by Bauer Financial and has more than $1.7 billion in assets and 26 branches serving more than 160,000 members. Anyone who lives or works in Charlotte, Collier, DeSoto, Glades, Hardee, Hendry, Hernando, Highlands, Hillsborough, Lee, Manatee, Monroe, Pasco, Pinellas and Sarasota, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information, visit www.achievacu.com.

 


6/11/2019 12:00:00 AM

SARASOTA, Fla. (May 28, 2019) – Volunteers from Achieva Credit Union recently joined Habitat for Humanity Sarasota to help with the build of three homes at Hammock Place, Habitat Sarasota’s first planned community, which will have 40-single family homes.

 A group of 15 Achieva employees volunteered with Habitat Sarasota on-site at Hammock Place on May 18, doing everything from painting, flooring and interior framing at the three homes.

 Three local families also worked with the Achieva team as part of their “sweat equity” requirements through Habitat Sarasota. “Sweat equity” means that families must complete a minimum of 300 volunteer hours helping to build Habitat homes, in order to purchase a Habitat Sarasota home.

 “It’s important for us to help fund the construction of these homes, but it’s even more meaningful to also put some elbow grease into building these homes,” said Susan Lacey, Achieva’s Market Vice President in Sarasota. “Our Achieva team was thrilled to work alongside the families who will eventually live in these homes.”

 In April 2019, Habitat Sarasota held a block party, sponsored by Achieva, to celebrate the construction of Hammock Place homes. Over the summer, representatives from Habitat Sarasota will hold home dedication ceremonies for the families once their houses are complete.

 "Great things happen in our community when we all join together,” said Renee Snyder, Habitat Sarasota’s president and CEO. “Habitat Sarasota digs deep every day through partnerships to do more for the families we serve.”

 The development of Hammock Place was made possible through Habitat Sarasota’s “Lives Transformed: The Campaign for Hammock Place,” a capital campaign that started in April 2018. The goal of the campaign is to raise $7 million by end of 2020 to build 40 homes to provide qualified families with permanent, affordable housing. The first 11 homes are fully funded.

 Achieva will continue to form meaningful partnerships that benefit the Sarasota community and expand its presence in the Sarasota market. For more information, visit www.achievacu.com or call 727-431-7680.

 ABOUT ACHIEVA:  

Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5-Star credit union by Bauer Financial and has more than $1.5 billion in assets and 26 branches serving more than 160,000 members. Anyone who lives or works in Charlotte, Collier, DeSoto, Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas, and Sarasota Counties, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information about Achieva, visit www.achievacu.com.

 ABOUT HABITAT FOR HUMANITY SARASOTA

 Habitat for Humanity Sarasota is the leading organization that provides permanent, affordable housing to income-qualified families in Sarasota. By serving qualified homeowners with an affordable mortgage, we help families achieve housing stability and improve their living conditions. Habitat Sarasota’s operating expenses are funded by the ReStore through sales of gently used furniture and home improvement materials, allowing financial contributions to go directly toward serving families. Habitat Sarasota leverages our resources with community partners, collaborations and volunteers to keep our homes affordable. Habitat Sarasota is building Hammock Place, a 40-home neighborhood that is the first of its kind in this area. To support Lives Transformed: The Campaign for Hammock Place, visit www.habitatsrq.org. Together, we build.


Achieva Credit Union hosts a block party and sign unveiling for the community on March 30

3/14/2019 12:00:00 AM

DUNEDIN, Fla. (March 14, 2019) – Achieva Credit Union will host a community block party on March 30 to unveil “Achieva Way,” a new street name that replaces the section of Virginia Street between Main Street and Keene Road in Dunedin. The new name, created in partnership with the City of Dunedin, reflects Achieva’s significant role in the community. 

Achieva has been woven into the Dunedin community since moving its corporate headquarters to Virginia Street in 2013. From dog lovers and their furry friends visiting Achieva’s Paw Park, to mothers and their daughters getting crafty at Achieva’s annual “Scrapbook Crop” event, the local credit union prides itself on finding ways to help its Dunedin neighbors.

“The newly named ‘Achieva Way’ reflects our commitment to the local community,” said Gary Regoli, president and CEO of Achieva. “Whether it’s a financial literacy workshop or a community shredding event, we’re proud to host events that make a difference for everyone.” 

On Achieva Way, the community will also find the Achieva Paw Park – a 1.25-acre dog park that Achieva expanded in partnership with the City to help fill the need for a bigger dog park in Dunedin, since Happy Tails Dog Park closed earlier this year. In February, Achieva and the City also hosted a “Puppy Bowl” at the Paw Park featuring adoptable dogs. 

“Achieva calling Dunedin its ‘home’ has meant so much to the City,” said Bob Ironsmith, director of economic development for the City of Dunedin. “From their support and sponsorship of events to the way they’ve created jobs locally, Achieva has been a model company in our community.”

 Among signature community events held by Achieva are its Box Car Rally, Run for Good, Coconut Run, and Scrapbook Crop – all to benefit schools in Pinellas, Sarasota and Lee counties. Achieva has raised over $405,000 for local schools since 2010, and its employees have volunteered more than 30,000 hours in the community over that time, thanks to these initiatives.

The community is invited to join Achieva and the City of Dunedin at a free block party on Saturday, March 30, from 11 a.m. to 3 p.m. to celebrate the naming of Achieva Way. The event, set for the area around Achieva’s headquarters at 1659 Achieva Way (formerly Virginia Street), will include live music, food, beer, kids’ games and a petting zoo.

For more information about Achieva, visit www.achievacu.com or call 727-431-7362.

ABOUT ACHIEVA CREDIT UNION 
Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5-Star credit union by Bauer Financial and has more than $1.5 billion in assets and 25 branches serving more than 150,000 members. Anyone who lives or works in Charlotte, Collier, DeSoto, Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas, and Sarasota Counties, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information about Achieva, visit www.achievacu.com.


Event celebrates the grand reopening of Achieva Credit Union’s Paw Park on Feb. 2 in Dunedin

1/29/2019 12:00:00 AM

DUNEDIN, Fla. (Jan. 29, 2019) – Achieva Credit Union will hold a grand “reopening” ceremony on Feb. 2 to celebrate the expansion of its Paw Park located at 1659 Virginia St. in Dunedin. Dog lovers and their furry friends are invited to join this free event featuring an array of vendors, adoptable dogs from Dunedin Doggie Rescue, and a Puppy Bowl. 

The Puppy Bowl will feature a group of adoptable chihuahuas available through Dunedin Doggie Rescue, who will chase a stuffed football across a mini football field with yard lines and goal posts. Other breeds of adoptable dogs from Dunedin Doggie Rescue will also be at the event cheering the chihuahuas on. 

Dunedin Mayor Julie Ward Bujalski and members of the Dunedin Parks & Recreation Department will also join Achieva in a ribbon-cutting to officially unveil the expanded Paw Park at 10 a.m. on Feb. 2. 

Achieva teamed up with the City on the dog park’s expansion as a way to bring dog owners together in a community setting – specifically to help fill the need for a bigger dog park in Dunedin, since Happy Tails Dog Park will permanently close in February. The 1.25-acre Paw Park has plenty of room for dogs of all sizes to roam and play.

Among the highlights of the expanded Paw Park are a taller fence for the large dog area, new trees for additional shading and more seating options. Other amenities include agility poles, dog tunnels, water fountains and waste stations. 

The Paw Park, which is next door to Achieva’s corporate headquarters, has been open since 2016.

“We’re proud to work with the City to offer a great dog park experience for the Dunedin community,” said Gary Regoli, president and CEO of Achieva. “We love to look out our windows and see our neighbors interact with each other while their dogs romp around the Paw Park.”

The free grand reopening event is on Saturday, Feb. 2 from 9 a.m. to 1 p.m. at the Paw Park. The ribbon cutting begins at 10 a.m., while adoptable dogs from Dunedin Doggie Rescue will star in the Puppy Bowl at 11 a.m. 

Event guests are encouraged to dress their pets in their NFL best as a way to pre-game for the Super Bowl. 

For more information about the Achieva Paw Park, visit www.achievacu.com or call 727-431-7362. 

ABOUT ACHIEVA CREDIT UNION 
Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5-Star credit union by Bauer Financial and has more than $1.5 billion in assets and 25 branches serving more than 150,000 members. Anyone who lives or works in Charlotte, Collier, DeSoto, Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas, and Sarasota Counties, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information about Achieva, visit www.achievacu.com.


10/20/2018 12:00:00 AM

CLEARWATER, Fla. – (October 20, 2018) – The Achieva Box Car Rally, one of the biggest annual community events in downtown Clearwater, will return for a ninth year this Oct. 27. Each year, the event raises tens of thousands of dollars for Pinellas County Schools. Registration for teams is now open and will continue through October 13. A limited number of late registrations will be accepted from Oct. 14-21 at an additional cost.

The family friendly event is free to watch and draws more than 2,500 spectators to downtown Clearwater. From 9 a.m. to 4 p.m., guests can enjoy nearly 300 box car races, featuring All-American Soap Box Derby-style vehicles as well as homemade cars. The event will also feature a food truck rally, vendor exhibits and a Kids Fun Zone with inflatables, balloon artists, face painters and much more

“The Box Car Rally is one of our most popular community events. We love seeing the way it brings families together for some healthy competition and spectators get to have a little old-school fun,” said Achieva Credit Union Chief Marketing Officer David Oak. “But the real thrill is, each year, more and more money is raised to support our local classrooms.”

Achieva Credit Union has held the Box Car Rally every year since 2010. In total, the foundation has contributed more than $175,000 through the event to benefit Pinellas County schools. These direct grants are administered by the Achieva Foundation, a 501(c)3 Corporation. Overall, the foundation has raised more than $355,000 for local school classrooms through their sponsorship of community events. 

WHAT: The 9th Annual Achieva Box Car Rally 

WHEN: Saturday, October 27, 2018 from 9 a.m. to 4 p.m.

WHERE: Downtown Clearwater at Cleveland St & Osceola Ave

PARKING: Free event parking will be available in the lower Harborview Center parking lot. Parking is also available in the Garden Avenue parking garage. Vehicles pulling trailers are encouraged to park in the City Hall parking lot, located at 112 S Osceola Ave. 

To register and to learn more information about the race, visit the event website: www.AchievaBoxCarRally.com.

ABOUT ACHIEVA CREDIT UNION

Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5-Star credit union by Bauer Financial and has more than $1.5 billion in assets and 24 branches serving more than 150,000 members. Anyone who lives or works in Charlotte, Collier, DeSoto, Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas, and Sarasota Counties, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information about Achieva, visit www.achievacu.com.


10/1/2018 12:00:00 AM

October 1, 2018 (Dunedin, Fla.) – Achieva Credit Union today announced it has successfully completed a merger with Preferred Community Bank, a Florida state-chartered bank in Lee County with $118 million in assets. This purchase brings Achieva’s total number of branches to 26 and total assets to $1.7 billion.   

Established in 2007, Preferred Community Bank had three branches -- in Fort Myers, Lehigh Acres, and Cape Coral. All three branches are now operating as branches of Achieva. Under the terms of the merger agreement, this was a whole bank acquisition.   

“Achieva Credit Union is excited about welcoming new members from Preferred Community Bank, and we are thrilled to offer residents of Lee County the opportunity to experience our member benefits,” said Achieva CEO Gary Regoli. “Nearly two-thirds of Preferred customers have already voluntarily opted-in to transfer their accounts to Achieva over the last several months, and more customers are signing up every day.”  

Three years ago, Achieva made national news as the first credit union in America to acquire a bank in whole, with the purchase of Calusa Bank. Since then, several other credit union acquisitions of banks have occurred and Achieva has developed a consulting service, Achieva Merger Services, to provide expertise to other credit unions and community banks.  

Unlike banks, credit unions are cooperatives, owned and operated by the members they serve. At Achieva Credit Union, the board of directors is made up of Achieva members – all unpaid volunteers – who look out for the best interests of their fellow members and the long-term strategic viability of Achieva. Federally insured credit unions, like Achieva, are insured by the National Share Insurance Fund (NCUSIF) which backs deposits up to $250,000 with the full faith and credit of the United States government.    

ABOUT ACHIEVA CREDIT UNION  

Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5- Star credit union by Bauer Financial and has with over $1.7 billion in assets and 26 branches, serving more than 150,000 members. Anyone who lives or works in Charlotte, Collier, DeSoto, Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas, and Sarasota Counties, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information about Achieva, visit www.achievacu.com.   


2/14/2018 12:00:00 AM

February 14, 2018 (Dunedin, Fla.) – Achieva Credit Union today announced it has signed a definitive agreement to acquire Preferred Community Bank, a Florida state-chartered bank in Lee County with $118 million in assets. This purchase will bring Achieva’s total number of branches to 26 and total assets to $1.6 billion.

Established in 2007, Preferred Community Bank has three branches in Fort Myers, Lehigh Acres, and Cape Coral. All three branches will continue to operate as branches of Achieva after the sale is finalized later this year.

Under the terms of the merger agreement this will be a whole bank acquisition. This transaction is expected to close later this year and is subject to customary closing conditions and Preferred Community Bank shareholder and regulatory approvals. Achieva and Preferred’s management teams say they expect the sale to move forward smoothly.

“This consolidation of complimentary services and products along with our entry into new markets makes this combination a strong strategic move for Achieva. Along with all of those positives, our corporate cultures are greatly aligned which is a key ingredient in any successful consolidation”, said Achieva CEO Gary Regoli. “Additionally, we already have a presence in the Lee County community with three branches, and we are excited about becoming an even stronger part of this vibrant community.”

Three years ago, Achieva made national news by being the first credit union in America to acquire a bank in whole, with the purchase of Calusa Bank. Since then several other credit union acquisitions of banks have occurred and Achieva has developed a consulting service, Achieva Merger Services, to provide its expertise to other credit unions and community banks.

Unlike banks, credit unions are cooperatives, owned and operated by the members they serve. At Achieva Credit Union, the board of directors is made up of Achieva members – all unpaid volunteers – who look out for the best interests of their fellow members and the long-term Page 2 of 2 strategic viability of Achieva. Federally insured credit unions, like Achieva, are insured by the National Share Insurance Fund (NCUSIF) which backs deposits up to $250,000 with the full faith and credit of the United States government.

“We are very proud of the dedicated team of bankers and valued clients that we have built at Preferred Community Bank and we are looking forward to our partnership with Achieva. This exciting combination will continue to support and expand our highly personalized service with even more products and services” said Brenda O’Neil, Chairman and CEO of Preferred.

Dennis Holthaus, President of Achieva Merger Services, served as financial advisor to Achieva.

ABOUT ACHIEVA CREDIT UNION

Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5-Star credit union by Bauer Financial and has with over $1.5 Billion in assets and 23 Branches, serving more than 150,000 members. Anyone who lives or works in Charlotte, Collier, DeSoto,Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas, and Sarasota Counties, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information about Achieva, visit www.achievacu.com.


Growing credit union providing extra to members

11/20/2017 12:00:00 AM

Dunedin, Fla. (February 6, 2017) – Achieva Credit Union is proud to announce the launch of Achieva Checking Plus, a new form of interest-bearing checking account that offers a host of extra perks, from ID theft protection1* and cell phone protection to health discounts and $hopping Rewards. 

Achieva is among the first financial institutions in its ten-county service area to launch a checking account with such extra benefits, offering even more value for Achieva members. 

“These are fantastic benefits that go well beyond what other checking accounts offer,” said Achieva CEO Gary Regoli.  “This is yet another example of Achieva breaking the mold to bring new and exciting products and services beyond the typical banking experience to our members.” Among the deals and benefits:

n  Credit File and Total Identity Monitoring* to detect if your identity has been compromised, plus alerts of key changes to your credit file sent to you via email or text message, and up to $10,000 in Identity Fraud Expense Reimbursement Coverage.2

n  Free Unlimited Official Checks and Money Orders and a High-Yield Interest Bearing3 Account and Online Banking.

n  Cell Phone Insurance2 for theft or damage up to $300, covering up to three phones.

n  Free withdrawals at more than 900 Publix Presto! ATMs, and access to more than 5,000 shared branching locations nationwide.

n  Retail Savings*, with immediate access to mobile coupons to favorite retailers, plus $hopping Rewards* of cash back that can be used towards future purchases, or sent to you via a check.

n  Healthcare Savings Program*, providing discounts on health-related costs, such as discounts of up to 30 percent on brand name and generic prescriptions, dental care and eyewear.  (This is NOT Insurance)  

Beginning February 1, all new members of Achieva will have access to a wide range of perks with Achieva Checking Plus, all included in a monthly cost of $6.95, and existing Achieva members are encouraged to upgrade their accounts. Further details of the program are available online at www.achievacu.com/checkingplus.  

ABOUT ACHIEVA:  Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5-Star credit union by Bauer Financial and has more than $1.4 billion in assets and 24 branches serving more than 140,000 members.  Anyone who lives or works in Charlotte, Collier, DeSoto, Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas, and Sarasota Counties, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information about Achieva, visit www.achievacu.com.

 

*Registration/activation required. 

 

1IDProtect service is a personal identity theft protection service available to account owner(s) and their joint account holders.  For revocable grantor trusts, the service is available only when a grantor is serving as a trustee and covers the grantor trustee(s).  For all other fiduciary accounts, the service covers the beneficiary, who must be the primary member (fiduciary is not covered). 

 

Achieva Checking Plus is not available to businesses, clubs, organizations and/or churches and their member, schools and employees/students.

 

2Special Insurance Program descriptions are summaries only and do not include all terms, conditions and exclusions of the policies described.  Please refer to the actual polices for complete details.  Guide to Benefits is provided at account opening.  Insurance is offered through the company named on the certificate of insurance.  Achieva Credit Union has partnered with Econ-O-Check Corporation to offer certain products and services.  These products and services are not offered, performed or insurance by Achieva Credit Union.

 

3You may earn interest on your Achieva Checking Plus Account when you have 18 posted transactions per checking statement cycle, using your Achieva debit or credit card or a combination of both.  The Annual Percentage Yield (APY) for the Achieva Checking Plus Account can be earned for balances up to and including $15,000.  Certain fees may apply and may reduce earnings. Refer to Consumer Schedule of Fees https://www.achievacu.com/pdfs/Fees.pdf or call 800.593.2274 for details. 

 

 

Insurance products are not insured by NCUA or any Federal Government Agency and are not a deposit of or insured by the Credit Union or any Credit Union affiliate.


Expanding credit union grows upon foundation of values

11/20/2017 12:00:00 AM

May 22, 2017 (Dunedin, Florida) – When Achieva Credit Union was first formed in 1937, nearly half the America’s banks had failed amid the Great Depression.  Nevertheless, seven Pinellas County educators pooled together $99.25 to create a new credit union for teachers.  Today, 80 years later, Achieva serves more than 140,000 members in 10 counties and has more than $1.4 billion in assets.

Achieva has not only grown in size, it has also built a reputation for innovative leadership and as a great place to work. As Achieva enters its ninth decade, some things have changed but others have not.  The size and technology behind a modern credit union would stun its founding members, but they would recognize the culture, according to Achieva Chief Executive Officer Gary Regoli.

“Our founders demonstrated cooperation, frugality and service – and they believed in the growing credit union movement,” Regoli said. “Those values formed the bedrock of this organization, and we still believe in those values today.”

Over the decades, Achieva grew and became a leader and innovator in credit unions in Florida. The organization was named the Pinellas County Teachers Credit union in 1950, and became community chartered in 1985. By 2003, it expanded into Pasco and Hernando county and changed names in 2004 to Achieva Credit Union.

Regoli became President and CEO in 2008, and Achieva merged with Sarasota Coastal Credit union in 2009, expanding to seven counties. In 2012, membership expanded to Lee and Collier counties, and in 2015 Achieva set a trend in the financial world by acquiring Calusa Bank and becoming the first credit union to buy a whole bank operation in Florida.

Achieva sponsors a myriad of community events, such as box car rallies, scrapbooking events, 5k runs, soccer teams and baseball clubs. The Achieva Foundation supports education projects across the region, and provides scholarships to high-achieving students. 

“Achieva is an organization that this entire region can be proud of,” said Achieva Board of Directors Chairman T.D. Hawkins. “I offer my heartfelt congratulations on this milestone, and I look forward to the next chapter of Achieva’s growth.” 

 

About Achieva Credit Union  

Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5-Star credit union by Bauer Financial and has more than $1.4 billion in assets and 24 branches serving more than 140,000 members. Anyone who lives or works in Charlotte, Collier, DeSoto, Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas, and Sarasota Counties, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information about Achieva, visit www.achievacu.com.


6/8/2017 12:00:00 AM

BY ROBERT TRIGAUX

Tampa Bay Times Staff Writer

Who knew a Dunedin-based credit union could be nicknamed the Great Disrupter?

Achieva Credit Union, which once served mostly Pinellas teachers, is launching a consulting service that would help larger credit unions buy smaller community banks.

Sounds mundane, but it borders on revolutionary. In the financial world, credit unions are the Hatfields. Commercial banks are the McCoys. They compete head-on to capture consumer and some business banking services. But they are different animals, with credit unions enjoying tax benefits not available to banks. And banks provide many services beyond the expertise of many credit unions. Banks have long complained that credit unions do not pay theirfair share of taxes, while credit unions argue their lower costs help small savers and families with modest incomes.

Now Achieva is launching the first-of-its-kind Achieva Merger Services, which hopes to makea profit out of telling credit unions of the merits behind buying smaller commercial banks, and urging banks to consider credit unions a rich new resource of potential buyers.

Achieva knows this special financial niche better than anyone. In 2015, Achieva purchased a community bank called Calusa Bank. It was the nation's first 'whole-bank' acquisition of a bank by a credit union - meaning Achieva bought all of Calusa by acquiring its stock for cash.

Is this a case of mixing dogs and cats? Not so, says former commercial banker Dennis Holthaus, who as Achieva's senior vice president is charged with getting this consulting business off the ground.

'Once the CEOs of a credit union and a prospective community bank start talking to one another and see the similarities of their culture and philosophy, any animosity quickly goes away,' he said.

Besides, smaller community banks used to be able to rely on bigger banks to buy them up. That happens a lot less often since the recession, which makes expansion-minded credit unions looking to make deals all the more enticing to small banks hoping to sell.

Says Holthaus: 'Cash deals to bank shareholders can go a long way.'

Dennis Holthaus is in charge of the new consulting service.


Specialized M&A practice will help credit unions and banks nationwide merge operations

6/1/2017 12:00:00 AM

June 1, 2017 (Dunedin, Florida) – Achieva Credit Union is pleased to announce the formation of a specialized mergers and acquisitions consulting practice group called Achieva Merger Services that will help credit unions and banks identify suitable partners, guide them through the transaction, and help merge their operations.

The project is born from Achieva’s experience as a pioneer in the practice of acquiring banks, including acquiring Calusa Bank in 2015, the first whole-bank acquisition of a bank by a credit union in the nation.

“Our acquisition of Calusa helped spark interest nationwide among other credit unions who see an opportunity in buying banks, and vice versa,” said Achieva Executive Vice President Dennis Holthaus, who is leading the new group. “We’ve gone down this road before, and now we’ve gathered the experts and the resources to find these opportunities and execute transactions properly.” As a result, Achieva can provide everything from a-la-carte support to a turnkey-level solution.

For Achieva, acquiring Calusa significantly expanded Achieva’s reach in key areas of Florida, and added more services, including business services for commercial clients. Holthaus now sees many other credit unions looking to expand in similar ways, but they want the skills of someone who has done it before.

The new Achieva Merger Services brings to bear all that expertise, Holthaus said, including: Identifying targets, due diligence, pricing analysis, merger applications, regulatory advice, acquisition accounting, and integration of operations and technologies.

The new service can help financial institutions in all 50 states, and will be staffed by current Achieva executives who can also activate specialists, such as law firms, loan analysts and investment bankers with experience in these transactions.

Besides credit unions, Holthaus said more than a few community banks expressed interest in finding out how they can be acquired by credit unions, particularly because this can vastly expand the number of potential buyers for their organization.

“With our experience, we can help with both sides of that equation,” Holthaus said. “These are dynamic times in the financial industry, and we are thrilled to assist institutions looking to navigate these waters.”

About Achieva Credit Union

Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5- Star credit union by Bauer Financial and has more than $1.5 billion in assets and 24 branches serving more than 150,000 members. Anyone who lives or works in Charlotte, Collier, DeSoto, Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas, and Sarasota Counties, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information about Achieva, visit www.achievacu.com.


Long-time banker joins top ranks of Achieva professionals

2/24/2017 12:00:00 PM

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February 24, 2017, (Dunedin, Florida) – Achieva Credit Union is pleased to announce the appointment of long-time credit union leader Janice Hollar as Chief Financial Officer. 

Hollar will begin her post as CFO on March 1, taking over for Achieva CFO Dennis Holthaus who is taking a new position within the credit union. Hollar will oversee all aspects of financial affairs at the organization, including financial reports, audits, mergers, capital markets and regulatory reporting.

Hollar brings a wealth of experience as a senior leader with a wide range of organizations, including RP Financial, the Kennedy Space Center Federal Credit Union and other well-regarded institutions. Most recently, Hollar served as Senior Vice President at the Shared Services for Credit Unions organization based in Palm Beach Gardens.

“We are thrilled to bring Janice into the Achieva family,” said Achieva President and Chief Executive Officer Gary Regoli. “She has a tremendous range of experience with projects across the marketplace, and she leads with a positive example that fits perfectly with Achieva’s mission of doing GOOD. As well, we are grateful to Dennis for his years of service to Achieva. His dedication and skill has positioned Achieva well for the future.” 

Hollar is well acquainted with Achieva, having worked with the company before as a consultant in the financial industry, and that experience helped lead to her interest in joining the organization.

“Achieva has a well-deserved reputation as a wonderful organization that is full of people dedicated to helping their members and the community – and that’s what it’s all about,” Hollar said. “I am excited to join the team and I look forward to helping the organization achieve its goals.” 

Hollar graduated the University of Central Oklahoma, and received a Masters of Business Administration from the University of Texas at Dallas.

Beyond the executive suite, Hollar has served with a range of business groups, including the Florida Credit Union League Governmental Affairs Committee, the Cocoa Beach Area Chamber of Commerce Board, Rotary International, and the Credit Union Executives Society. 

About Achieva Credit Union

Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5-Star credit union by Bauer Financial and has more than $1.4 billion in assets and 24 branches serving more than 140,000 members. Anyone who lives or works in Charlotte, Collier, DeSoto, Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas, and Sarasota Counties, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information about Achieva, visit www.achievacu.com.


April 11, 2016 (Dunedin, Fla.) — Achieva Credit Union was recently named one of Tampa Bay’s Top Workplaces 2016 by the Tampa Bay Times.

4/11/2016 12:00:00 AM

Achieva Credit Union’s employees nominated us and were surveyed about several topics, including practices and policies that make these companies the top places to work. 

In the Tampa Bay region, nearly 180 leading employers were nominated by their employees. To be considered for participation, companies or government entities had to employ at least 50 workers in Florida and be at least a year old.

The Top Workplaces 2016 in Tampa Bay program was created by the Tampa Bay Times and WorkplaceDynamics.

The companies were ranked based on leadership, compensation and training, workplace flexibility, and diversity. The rankings were published on TampaBay.com, in the April 10 edition of the Tampa Bay Times and on April 11 in tbt*. 

“The reports are so enriching because the stories come directly from the employees, which gives the readers a pure behind-the-scenes look into these companies,” said Chris Tisch, Times business editor. “Tampa Bay companies are truly interested in creating productive work environments and engaging employees.” 

For a complete list of the 2016 Top Workplaces in Tampa Bay, go to www.tampabay.com/topworkplaces2016.

About the Tampa Bay Times 

The Tampa Bay Times is widely considered one of the Top Ten newspapers in America and has won 10 Pulitzer Prizes. It is Florida’s largest newspaper, with an average circulation of 367,936 Sunday and 297,626 daily (AAM Annual Audit 2014). The Times is produced by the Times Publishing Company, which also publishes TampaBay.com - Tampa Bay’s largest local news Web site with about 2.7 million unique visitors each month (comScore six-month average for 7/15-9/15). Additionally, the company publishes the free daily tbt*, an edition of the Tampa Bay Times, and the Pulitzer Prize-winning website, PolitiFact.com; and produces special events, specialty publications, and targeted advertising programs.

About WorkplaceDynamics

WorkplaceDynamics is one of the largest workplace survey providers in the United States. Each year it surveys thousands of companies and partners with leading media organizations to produce definitive Top Workplaces lists. Using proprietary, cutting-edge online applications, WorkplaceDynamics is bringing employee engagement to the web.

 


Puppy Bowl event, Kitten Room, doggie football outfits

2/11/2016 12:00:00 AM

February 1, 2016 (Dunedin, Fla.) – Achieva Credit Union this Saturday will open “Paw Park,” a spacious and new community dog park near downtown Dunedin, and celebrate opening day with all sorts of Super Bowl-themed events for puppy (and kitten) lovers.

Organizers expect more than 300 dogs and owners at the free event, which will run at 11 a.m. to 2 p.m., Saturday, February 6, at the new park, recently built adjacent to Achieva headquarters at 1659 Virginia Street, Dunedin, FL, just south of Main Street. Pet owners are encouraged to bring their pets dressed in their best football outfits to celebrate Super Bowl weekend. Events for the day include:

  • “Puppy Bowl,” where dogs can compete to run the football in for especially furry touchdowns.
  •   “Kitten Room,” full of kittens to play with and adopt.
  •   Mobile pet groomers.
  •   Onsite vaccinations and micro-chipping.
  •   Brady's on the go food truck.
  •   Pet treat giveaways and pet games.

To launch the park, Achieva partnered with Suncoast Animal League, a non-profit no-kill animal rescue agency dedicated to the protection and welfare of animals. 

“A core value of Achieva is reaching out to the community and being inclusive, and in this case, that means people’s pets too,” said Achieva Senior Vice President and Chief Operating Officer Tara Murphy. “Opening a good dog park is a wonderful way for us to give back to the community in a very personal way, and we’re thrilled to have all these new and furry visitors nearby.”

All proceeds from the event will benefit local schools in Sarasota in the form of classroom grants awarded by the Achieva Foundation, a 501(c)(3) corporation and administered through the Education Foundation of Sarasota County.   


5K Run/Walk, Dog Walk, Kids Run to Provide Classroom Grants for Local Schools

1/26/2016 12:00:00 AM

December 17, 2015 (Sarasota, Fla.) – Achieva Credit Union announces its second-annual ‘Run for GOOD’ fundraiser event will be held on Saturday, January 30, 2016, from 7:30 a.m. to 10 a.m. at Payne Park in Sarasota.  

The family-friendly event will feature a 5K run/walk, a half-mile kids run and half-mile dog walk.  All proceeds from the event will benefit local schools in Sarasota in the form of classroom grants awarded by the Achieva Foundation, a 501(c)(3) Corporation and administered through the Education Foundation of Sarasota County.  

Last year’s inaugural event was a huge success, attracting more than 200 runners. Achieva is proud to be a presenting sponsor of the Education Foundation of Sarasota County’s classroom grant program, funding to date nearly $100,000 in educational grants. 

‘Run for GOOD’ is open to all ages and offers fun for the whole family.  In addition to the walking and running events, there will a doggie costume contest with a great prize for the best-dressed furry friend.  The event will also feature music, face painting, bounce house and a post-race pancake food truck breakfast, provided free for participants.

Registration is now open and information is available at www.achievarunforgood.com.  There is a $5 registration discount for all Manasota Track Club members.  All participants will receive a commemorative event shirt and all finishers of the Kids Run will receive a finisher's medal.

Awards will be given to the top male and female finishers overall as well as Master (age 40 & over), Grand Master (age 50 & over), Senior Master (age 60 & over), and Veteran Master (age 70 & over). Age group awards will be given to the top six male and female finishers in the following categories: Nine & under, 10-12, 13-15, 16-19, and in five year increments up to 80+.

December 17, 2015 (Sarasota, Fla.) – Achieva Credit Union announces its second-annual ‘Run for GOOD’ fundraiser event will be held on Saturday, January 30, 2016, from 7:30 a.m. to 10 a.m. at Payne Park in Sarasota.

The family-friendly event will feature a 5K run/walk, a half-mile kids run and half-mile dog walk. All proceeds from the event will benefit local schools in Sarasota in the form of classroom grants awarded by the Achieva Foundation, a 501(c)(3) Corporation and administered through the Education Foundation of Sarasota County.

Last year’s inaugural event was a huge success, attracting more than 200 runners. Achieva is proud to be a presenting sponsor of the Education Foundation of Sarasota County’s classroom grant program, funding to date nearly $100,000 in educational grants.

‘Run for GOOD’ is open to all ages and offers fun for the whole family. In addition to the walking and running events, there will a doggie costume contest with a great prize for the best-dressed furry friend. The event will also feature music, face painting, bounce house and a post-race pancake food truck breakfast, provided free for participants.

Registration is now open and information is available at www.achievarunforgood.com. There is a $5 registration discount for all Manasota Track Club members. All participants will receive a commemorative event shirt and all finishers of the Kids Run will receive a finisher's medal.

Awards will be given to the top male and female finishers overall as well as Master (age 40 & over), Grand Master (age 50 & over), Senior Master (age 60 & over), and Veteran Master (age 70 & over). Age group awards will be given to the top six male and female finishers in the following categories: Nine & under, 10-12, 13-15, 16-19, and in five year increments up to 80+.


Calusa Bank to Become Part of Achieva

11/23/2015 12:00:00 AM

December 1, 2015 (Dunedin, Fla.) – Achieva Credit Union today announced it has gained the necessary federal and state approvals to complete its acquisition of Calusa Bank, a Florida state-chartered bank in Sarasota and Charlotte counties that holds $165 million in assets.  This is the first acquisition of a bank by a credit union in Florida, and the seventh nationally. The merger will bring Achieva’s total number of branches to 24 and total assets close to $1.4 billion.

This approval represents the last step required to complete the planned transaction, and the conversion of Calusa branches into Achieva locations is already underway. Established in 2007, Calusa has four branches in North Port, Port Charlotte, Punta Gorda and Venice.  All four locations will now become branches of Achieva, and the bank’s customers will become Achieva Credit Union members.

Under the terms of the merger agreement, Achieva will purchase all of the issued and outstanding shares of Calusa Bank, making this the first “whole bank” acquisition by a credit union, according to the negotiators.  This is unique, negotiators say, because previous transactions between credit unions and banks were all structured as purchase and assumption of only a majority of the assets and deposits.

“The transaction process has gone just as smoothly as we could have wished,” said Achieva Chief Executive Officer Gary Regoli. “This helps broaden our reach, and it follows the Achieva strategy of growing smartly into areas where we can provide the tremendous benefits of Achieva to new members. We are looking forward to becoming a stronger partner in each of these communities because community involvement and leadership is a big part of the Achieva ethos.”

Unlike banks, credit unions are cooperatives that are owned and operated by the members they serve.  At Achieva Credit Union, the board of directors is made up of Achieva members – all unpaid volunteers – who look out for the best interests of their fellow members.  Federally insured credit unions such as Achieva are insured by the National Credit Union Share Insurance Fund (NCUSIF) which backs individual deposits up to $250,000 with the full faith and credit of the United States government.

“It was immediately evident that Achieva’s service culture and attention to the customer was in lockstep with ours, giving us assurance that our customers will continue to receive the unparalleled level of service they have come to expect,” said Lew Albert Chairman and Chief Executive Officer of Calusa.

Atlantic Merchant Capital Advisors LLC and Feldman Financial Advisors Inc. served as financial advisors to Achieva and Michael Bell of Howard & Howard provided legal counsel to Achieva. Hovde Group LLC served as exclusive financial advisor to Calusa Bank and Richard Pearlman of Igler Pearlman P.A. served as legal counsel.

December 1, 2015 (Dunedin, Fla.) – Achieva Credit Union today announced it has gained the necessary federal and state approvals to complete its acquisition of Calusa Bank, a Florida state-chartered bank in Sarasota and Charlotte counties that holds $165 million in assets. This is the first acquisition of a bank by a credit union in Florida, and the seventh nationally. The merger will bring Achieva’s total number of branches to 24 and total assets close to $1.4 billion.

This approval represents the last step required to complete the planned transaction, and the conversion of Calusa branches into Achieva locations is already underway. Established in 2007, Calusa has four branches in North Port, Port Charlotte, Punta Gorda and Venice. All four locations will now become branches of Achieva, and the bank’s customers will become Achieva Credit Union members.

Under the terms of the merger agreement, Achieva will purchase all of the issued and outstanding shares of Calusa Bank, making this the first “whole bank” acquisition by a credit union, according to the negotiators. This is unique, negotiators say, because previous transactions between credit unions and banks were all structured as purchase and assumption of only a majority of the assets and deposits.

“The transaction process has gone just as smoothly as we could have wished,” said Achieva Chief Executive Officer Gary Regoli. “This helps broaden our reach, and it follows the Achieva strategy of growing smartly into areas where we can provide the tremendous benefits of Achieva to new members. We are looking forward to becoming a stronger partner in each of these communities because community involvement and leadership is a big part of the Achieva ethos.”

Unlike banks, credit unions are cooperatives that are owned and operated by the members they serve. At Achieva Credit Union, the board of directors is made up of Achieva members – all unpaid volunteers – who look out for the best interests of their fellow members. Federally insured credit unions such as Achieva are insured by the National Credit Union Share Insurance Fund (NCUSIF) which backs individual deposits up to $250,000 with the full faith and credit of the United States government.

“It was immediately evident that Achieva’s service culture and attention to the customer was in lockstep with ours, giving us assurance that our customers will continue to receive the unparalleled level of service they have come to expect,” said Lew Albert Chairman and Chief Executive Officer of Calusa.

Atlantic Merchant Capital Advisors LLC and Feldman Financial Advisors Inc. served as financial advisors to Achieva and Michael Bell of Howard & Howard provided legal counsel to Achieva. Hovde Group LLC served as exclusive financial advisor to Calusa Bank and Richard Pearlman of Igler Pearlman P.A. served as legal counsel.


5K Race and Kids Run Benefit Local Schools

11/20/2015 12:00:00 AM

CAPE CORAL, Fla. (October 28, 2015) – Achieva Credit Union will partner with the Cape Coral Coconut Festival to bring the first annual Coconut Run 5K and Kids Run on Saturday, November 14. The race will take place at the Sun Splash Family Waterpark Festival Grounds and will be an exciting addition to the Coconut Festival this year. All money raised benefits the Achieva Foundation, which supports local schools. Registration for the 5K and Kids Run is now open and includes entry for two into the Coconut Festival, Dri-Fit shirts for the first 300 registrants and an all-day carnival wristband for Kids Run participants.

“We’re excited to be adding this event to the Coconut Festival,” said Achieva CEO Gary Regoli. “Community service and supporting local schools is a big part of Achieva’s DNA.” Achieva has two Cape Coral branches: Camelot Isles at 1616 W. Cape Coral Pkwy and Coral Point at 1631 Del Prado Blvd S.

What:

Coconut Run 5K and Kids Run Registration fees: 5K (Ages 18+) $25 Kids Run: $10.

Proceeds will benefit Lee County Schools through the Achieva Foundation, a 501(c)(3) Corporation. Registrants will receive a free Dri-Fit commemorative shirt and FREE entry to the Coconut Festival.

Where:

Sun Splash Family Waterpark Festival Grounds 400 Santa Barbara Boulevard, Cape Coral (Note: The Sun Splash Family waterpark will be closed.)

When:

Saturday, November 14th, 2015 (rain or shine) 7:30 am 5K 8:00 am Kids Run


Expanding credit union makes top workplace list five years in a row

hillsha

April 10, 2017 (Dunedin, Florida) – Achieva Credit Union is not only a great place for banking. Achieva is also a wonderful place to work, and this week the community-minded credit union won the #4 spot among mid-sized companies in the Tampa Bay Times ranking of “Top 100 Workplaces.”

Dunedin-based Achieva has consistently ranked high among the workplace rankings for the last five years in a row, with five years in the top 10 list alongside the area’s most-respected hotels, banks, law firms, resorts, sports teams and charitable organizations. 

“It’s an honor to continually be ranked one of the best places to work,” said Achieva Chief Executive Officer Gary Regoli. “To ensure our members have a wonderful banking experience, we do all we can to attract, develop and retain the best employees. Our employees are essential to our success and it’s gratifying to know we are creating a culture where they flourish.”  

Achieva has more than 350 employees and 24 branches across the wider Tampa Bay and Sarasota region, serving more than 140,000 members. Among the superior benefits of working at Achieva: 

Ø  18 paid days off in the first year and 12 paid holidays

Ø  Tuition reimbursement

Ø  Computer purchase incentive

Ø  Health dental, life and disability insurance

Ø  Excellent 401k plan

Ø  Fitness reimbursement program and excellent working hours 

 

Fast-growing Achieva Credit Union has long served the wider Tampa Bay region and now serves members who live or work in Charlotte, Collier, DeSoto, Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas and Sarasota Counties. 

Achieva has been an innovator in financial services, acquiring traditional bank branches to expand access for new members, and investing in the latest technology to enhance the credit union experience. 

 

About Achieva Credit Union

Achieva Credit Union was founded in 1937 in Pinellas County. Today, it is rated a Superior 5-Star credit union by Bauer Financial and has more than $1.4 billion in assets and 24 branches serving more than 140,000 members. Anyone who lives or works in Charlotte, Collier, DeSoto, Hernando, Hillsborough, Lee, Manatee, Pasco, Pinellas, and Sarasota Counties, or whose family member has an Achieva Credit Union account can bank with Achieva. For more information about Achieva, visit www.achievacu.com.