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12401 Research Blvd., Bldg. 1, Suite 400 | Austin, TX 78759
Bill Gibson Vice President of Sales, Americas
Phone: 5123363028 | Fax: 5123363011 http://www.postilion.com/
Service Areas: Mobile Banking
17035 Ave de Santa Ynez | Pacific Palisades , CA 90272
Mike Sacher (310) 459-9313
Phone: 310.459-9313 | Fax: 310.454-7160 http://www.sacherconsulting.com/
3400 Raleigh Avenue S.E. | Grand Rapids, MI 49512
Gary Sage President
Phone: 800.729.8310 | Fax: 616.940.3383 http://www.sagedirect.com
Service Areas: eStatements
900 N 12th Avenue | Pensacola 32501
Bill Massey Shareholder 800-477-7458
http://www.saltmarshcpa.com
Service Areas: Asset/Liability Management (ALM), Audit/CPA, Compliance
3838 Medical Drive Suite 103 | San Antonio, TX 78229
Sam Gott Owner
www.samgottcertifiedfinancialplanner.com
Service Areas: Consulting
6538 Collins Ave., Unit 235 | Miami Beach, FL 33141
Sabeh F. Samaha CEO
Fax: 9094945538 http://www.ssamaha.com
Service Areas: Technology Consulting, Contract/Vendor Management, Mergers
11520 Mccoll Road | Laurinburg, NC 28352
Tim Ivey President
Phone: 910-276-9778 | Fax: 910-276-3132
Service Areas: Collections
Chandrashekar Rao Kuthyar Lead Consultant
Phone: 9620463232 http://www.sangamone.ccom
Service Areas: Delivery Channels, Mobile Banking, Technology Consulting
1200 Liberty Ridge Drive | Wayne, PA 19087
Christopher J. Pippett Partner
Fax: 610-722-3260 http://www.saul.com
Service Areas: Legal Services
6018 Demarco Court | Sarasota, FL 34238
Suzanne Savage President
Phone: 941-552-6613 http://www.savagecg.com
Service Areas: ATM Processing
Phone: 5085702161 | Fax: 5085283513 http://saylent.com
Service Areas: Card Portfolio Management, Direct Marketing, Market Research, Promotions/Incentives, Loyalty/Reward Programs
20145 Ashbrook Place Suite 110 | Ashburn, VA 20147
Per Lundin EVP/COO
http://www.scancoin-usa.com/
Service Areas: ATM Equipment
14272 Cameron Lane | Santa Ana, CA 92705
Christy Mallory Marketing Coordinator
Phone: 800-722-6876 e | Fax: 714-247-2738
Service Areas: Mystery Shopping
200 East Buffalo Street Suite #402 | Ithaca, NY 14850
Andy Lundeen Supervisor, Auditing (607) 272-5550
http://www.sciarabbawalker.com
10870 N Stelling Rd, 54A | Cupertino, CA 95014
Anna Ms
Phone: +18-888-6442 http://www.scorto.com
7001 E. Fish Lake Road | Maple Grove, MN 55311
Rick Godfrey Inside Sales Manager
Phone: 763-416-1047 | Fax: 763-416-1098 http://www.searchamerica.com
Service Areas: IT Outsourcing
1343 Canton Road, Suite B3 | Marietta, GA 30066
Paresh Patel Executive Vice President
Phone: 770-874-1490 | Fax: 770-874-2943 http://www.securadigm.com
Service Areas: Compliance, Enterprise Risk Management (ERM)
12325 Port Grace Blvd. | La Vista, NE 68128
Mike Anderson First VP of Financial Institutions 402-399-9111
Phone: 402-399-9111 http://joinsai.com
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Retail Investments
1753 Addison Way | Hayward, CA 94544
Ken Ousey
Phone: 5107328710 | Fax: 5107328716 http://www.securitysafeintl.com
Service Areas: Branch Security
111 N Presidential Blvd. Ste 159 | Bala Cynwyd, PA 19004
Gene Caruso Director of Marketing
Phone: 610-664-5912 | Fax: 610-664-5965 http://www.ssaaci.com
Service Areas: Mortgages
619 Enterprise Drive | Oak Brook , IL 60523
Sharon Gregor Vice President and Shareholder
Phone: 630-954-1400 | Fax: 630-954-1327 http://www.seldenfox.com
Service Areas: Audit/CPA
6110 Parkland Boulevard | Mayfield Heights, OH 44124
David Selman President
Phone: 440-646-9336 | Fax: 440-646-9339 http://www.selman.cc
Service Areas: Member Insurance
2001 6th Ave. Ste. 1700 | Seattle, WA 98101
Langdon Andrews Marketing and Sales Director
www.semaphore.com
Service Areas: Marketing
1250 Main St, Suite 300 | Napa, CA 94559
Mike Seguin Business Development Manager 336-207-8062
Phone: 336-207-8062 http://www.sentinelwarranty.com/
Service Areas: Auto, Lending, Member Insurance
21680 Ridgetop Circle | Dulles, VA 20166
Art Callahan VP, Mid-Tier Sales
Phone: 703.948.5500 | Fax: 703.430.7738 http://www.ser.com
Service Areas: Document Imaging
4455 LBJ Freeway Suite 904 | Dallas, TX 75244
Jackson Hunt VP, Marketing 469-385-6991
Phone: 4693856982 | Fax: 4693856983 http://www.sertech.com
Service Areas: Auto, Lending, Mortgages
3003 Lafayette Road | Portsmouth, NH 3801
Chris Butler Client Relationship Manager 678-527-9074
Phone: 6785279074 http://www.servicefinancial.com
Service Areas: Business Lending, Lending, Personal Finance Management (PFM) Tools
1851 Central Place S Suite 225 | Kent, WA 98030-7507
Roger Jones CPA (253) 852-8500
Phone: 2538528500 | Fax: 2538520512 http://www.shannon-cpas.com
2650 Thousand Oaks Blvd. Suite 1120 | Memphis, TN 38118
Don Conrad Senior Vice President, Sales 800-888-0766
Phone: 9017953512 | Fax: 9013628524 http://www.shareone.com
Service Areas: Data Processing
728 East Genesee St. | Syracuse, NY 13210
Ray Davis CEO/President
Phone: 315-477-1100 | Fax: 315-463-2434 http://www.sharenetatm.com
7989 Lake Drive | Lino Lakes, MN 55014
Harold Crabill Sr. Account Executive (800) 649-7754
Phone: (844) 802-4441 | Fax: (651) 784-8720 http://www.sharetec.com
Service Areas: Mobile Banking, Data Processing, Technology
At Sharetec, we develop core processing solutions with two goals: make it smarter and keep it simple. Our system is scalable to meet the needs of credit unions of every size — all while providing a user interface that greatly reduces training time and the need for day-to-day support. Most importantly, we are committed to delivering excellent ROI and lower cost of ownership so you can stay on the cutting edge of technology without cutting into your bottom line.
808 Moorefield Park Dr. Suite 210 | Richmond, VA 23236
Mike Moore Senior Account Executive 804-272-3800
http://www.shawsystems.com
Service Areas: Auto, Auto Leasing, Business Lending, Collections, Consulting
230 West Monroe StreetSuite 2810 | Chicago, IL 60606
John Grosser Managing Director 800-442-9825
http://www.shay.com
Service Areas: Institutional Investments
176 Broadway, Suite B | Long Branch, NJ
Mike Ciavolino President 732-229-7100
Phone: 7322297100 http://shorecreativegroup.com
Service Areas: Advertising, Branding, Direct Marketing, eMarketing, Print Materials
1203 Carter Street | Chattanooga, TN 37402
Emily Young Marketing & Communications Specialist
Phone: 877-890-5350 http://www.signix.com
Service Areas: Loan Originations Systems, Online Account Opening, Online Fraud/Security, Online Loan Applications, Website Services
1700 Wisconsin Ave, Nw | Washington, DC 20007
Robert Freedman Managing Partner
http://www.sftlaw.com
Service Areas: HR
135 Commerce Way | Portsmouth, NH 03801
DJ Haskins Vice President of Marketing 603-828-7902
Phone: 800-654-0510 https://silvercloudinc.com/
Anna Bogiatzis VP Financial Institution Alliances
Phone: 8662532227 | Fax: 8662896600 http://alphacardservices.com
Service Areas: Credit Card Processing
Paul Kennedy CEO (610) 326-8177
Phone: 6103268177 http://www.creditunionwebdesign.com/
3946 Glade Valley Drive | Kingwood, TX 77339
Emily Canon Marketing Manager 281-312-6611
Phone: 2813126611 http://www.SMAtechnologies.com
Service Areas: Business Continuity, Data Processing, Operations
191 The West Mall Suite 1020 | Toronto, ON M9C5K8
Kevin Campbell Sales/Marketing Manager
Phone: 800-635-1205 | Fax: 866-681-6944 http://www.smartpsolutions.com
4th Floor 11351 Random Hills Road | Fairfax, VA 22030
Adele Denny Client Relations/Marketing Manager
http://www.smartmove.com
1310 RR 620 South, Suite B-199 | Lakeway, TX 78734
Michael Brascom CEO (830) 798-2261
Phone: 8666876278 | Fax: 8668096502 http://www.smartstepsolutions.com
Service Areas: Compliance, Consulting, Performance Benchmarking
SmartStep Solutions is a trusted provider of Courtesy Overdraft Privilege programs nationwide. Whether the Credit Union needs to start a new program or improve upon an existing one, SmartStep has a plan to increase financial performance, expand member participation, all with 100% Compliance Guarantee.
4501 Hills And Dales Road Nw | Canton, OH 44708
Doreen Smith Partner (330) 477-1075
Phone: 330-477-1075 | Fax: 330-477-6020 http://www.smithbarta.com
5011 Gate Parkway Building 100, Suite 300 | Jacksonville, FL 32256-0562
Patricia Neuendorf Partner (904) 396-5831
http://www.sdnllp.com
3002 S Jefferson Ave | Saint Louis, MO 63118
Jon Floyd Director 314-664-3448
Phone: 314-664-3448
Service Areas: Advertising, eMarketing, Marketing
18611 North 22nd Street Suite 64 | Phoenix, AZ 85024
Brad Loebbaka Director, Business Development
http://www.solavista.com
15559 Union Ave. Suite 172 | Los Gatos, CA 95032
Martha Willson Director of Client Services 530-887-1550
http://www.solutionsinfinance.com
Service Areas: Employee Training, Business Lending, Collections, Indirect Auto Lending, Consulting
10780 Santa Monica Blvd, Ste 370 | Los Angeles, CA 90025
Daniel Havey Financial Services Practice Director 919-628-6275
http://www.solverglobal.com
Service Areas: Asset/Liability Management (ALM), Performance Benchmarking, Strategic Planning
415 W. Benson | Cincinnati, OH 45215
Frank Furgiuele VP Marketing
Phone: 888-767-6650 | Fax: 866-301-3197 http://www.sosmarketingusa.com
Service Areas: Promotions/Incentives
720 East Timpanogos Parkway | Orem, UT 84097
Dennis Madson Director-Marketing
Phone: 801 222 0200 | Fax: 801-222-0250 www.so-sys.com
Service Areas: CRM/MRM
14500 Burnhaven Drive Suite 155 | Burnsville, MN 55306
Matthew Nelson President/CEO
Phone: 9528309310 | Fax: 9528309910 http://www.source1financial.com
Service Areas: Indirect Auto Lending
9201 Spectrum Center Blvd. | San Diego, CA 92150
Jeff Colquette Business Development Executive 952-876-8229
Phone: 8586361600 | Fax: 8584951693 http://www.spectrumcommercial.com
Service Areas: Business Lending
33700 Lear Industrial Parkway | Avon, OH 44011
Kimberly Waters VP of Marketing
Phone: 8884620202 | Fax: 8774620202 http://www.spjskiptracing.com
Service Areas: Auto Recovery, Collections, Online/Mobile Bill Pay
10511 Emwood Court | White Lake, MI 48386
Jeff Muglia National Credit Union Client Director 248.390.0930
https://business.sprint.com/
Service Areas: IT Outsourcing, Network Security, Technology, Virtualization/Cloud Services
Sprint (NYSE: S) has been supporting both credit unions and their members for over 20 years, providing deep discounts and cash rewards programs. Sprint has recently expanded its credit union offerings to now include cybersecurity and endpoint protection along with a large portfolio of security solutions. Sprint is a communications services company that creates more and better ways to connect its customers to the things they care about most. Sprint served 53.9 million connections as of September 30, 2019 and is widely recognized for developing, engineering and deploying innovative technologies, including the first wireless 4G service from a national carrier in the United States; leading no-contract brands including Virgin Mobile USA, Boost Mobile, and Assurance Wireless; instant national and international push-to-talk capabilities; and a global Tier 1 Internet backbone. Today, Sprint’s legacy of innovation and service continues with an increased investment to dramatically improve coverage, reliability, and speed across its nationwide network and commitment to launching a 5G mobile network in the U.S. You can learn more and visit Sprint at www.sprint.com or www.facebook.com/sprint and www.twitter.com/sprint.
107 Fadler Drive | Gilbertsville, PA 19525
Ray Lutteroty President
Phone: 800-369-6647 | Fax: 484-944-9201 http://www.srmstechnologies.com
Service Areas: Telecom/Communications
80 Lamberton Road | Windsor, CT 06095
Colleen Nelsen SVP & GM
Fax: 8602984987 http://www.ssctech.com
Service Areas: Asset/Liability Management (ALM)
218 W Harrison Avenue | Wheaton, IL 60187
Craig Capp Director, Performance Consulting 630-344-9030
Phone: 630-344-9030 http://stmeyerandhubbard.com
Service Areas: Employee Training, Market Research, CRM/MRM, Consulting, Credit Union Research
815 1st Ave, Suite 287 | Seattle, WA 98104
Nate Derby President, Chief Data Scientist (206) 973-2403
Phone: (206) 973-2403 http://stakana.com/
5960 Howdershell Rd., #101 | Saint Louis, MO 63042
Phone: 310-451-5767
E6095 County Road WC | Spring Green, WI 53588
Sharon Stark Co-owner/President
Phone: 608-588-3430 | Fax: 608-588-3508
1900 L Don Dodson Drive | Bedford, TX 76021
Mike Gallagher Director of Marketing
Phone: 800-877-4567e | Fax: 877-400-8686 http://www.statenational.com
Get more portfolio protection with collateral protection insurance from the specialist. The exclusive choice of CUNA Mutual Group and successful credit unions nationwide, State National offers larger claims settlements, unmatched service and technology with a program backed by our “A” rated insurance carrier. See what’s possible with State National’s CPI.
14323 S. Outer 40, Suite N205 | Chesterfield, MO 63017
Stephen Lang Owner (314) 205-8601
http://www.stephenlangcpa.com/
2800 Eisenhower Ave Ste 100 | Alexandria, VA 22314
Steven Bisker Attorney at Law
www.creditunionlaw.com
10043 San Pablo Ct | Fountain Valley, CA 92708
Sharon Stevenson President
Phone: 877-742-5416 | Fax: 714-968-9776
Service Areas: Institutional Insurance
321 Norristown Road | Ambler, IL 19002
Jill Didier Marketing/Communications Manager
www.stewartassociates.com
800 E Franklin St | Centerville, OH 45458
Ronald Stickelman Owner/President
Phone: 937-873-9900 | Fax: 937-873-9901 http://www.stickelman.com
18000 West Sarah Lane Suite 180 | Brookfield, WI 53045
Thomas Lewis Senior Vice President-Investments 517-381-1204
Phone: 2627926161 http://stifel.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting
One Financial Plaza 501 North Broadway | Saint Louis, MO 63102
Andrew Okolski Managing Director, Financial Strategies Group 800-645-5424
Phone: 8006455424 | Fax: 6319790448 http://www.1empire.com/
Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments
9510 SW 151st Avenue | Beaverton, OR 97007
Lori Bocklund President 503-579-8560
Phone: 5035798560 http://www.strategiccontact.com
Service Areas: Call Centers, Member Services, Consulting
447 Metroplex Drive | Nashville, TN 37211
Erik Burnett Vice President of Sales
http://www.sdmi3.com
Service Areas: Direct Marketing
5100 POPLAR AVENUE SUITE 2500 | Memphis, TN 38137
Benjamin Mrva EVP, Business Development 9016810204
Phone: 9016810204 http://www.srmcorp.com/
Strategic Resource Management (SRM) has been chosen by more than 700 financial institutions to advise in payments, digital banking, core processing, and operational efficiencies – unlocking billions in value for our clients along the way. How may we help you?
12015 July Ave N | Hugo, MN 55038
Jeanne Murphy Founder & Growth Strategist 612-616-6861
http://www.strategicsolutions.org
Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting
1280 Bison West B9-14 | Newport Beach, CA 92660
Deborah Cataldo Sr. Vice President
http://www.strategixperformance.com
Mike Branton Managing Partner
http://www.strategycorps.com
Service Areas: Checks, Member Services
222 South First Street Suite # 302 | Louisville, KY 40270
Tim Bode Partner
27251 State Road 54 Suite B14-212 | Wesley Chapel, FL 33544
Brandon Diehl President 888-901-3091
Phone: 8889013091 http://stratixmarketing.com
Service Areas: Advertising, Marketing, Financial Literacy
Eric Strohl President & CEO 610-265-1002
http://www.erm365.com
Service Areas: Business Continuity, IT Outsourcing, Technology Consulting, Contract/Vendor Management, Enterprise Risk Management (ERM)
225 Terry Ave N, Suite 400 | Seattle, WA 98109
Randy Schultz VP Marketing
http://www.webermarketing.com
Service Areas: Branding, Marketing
14614 Falling Creek Drive Suite 110 | Houston, TX 77068
Marc Paine Executive Vice President
Phone: 2814401440 http://www.strunklp.com
Service Areas: Checks, Compliance, Strategic Planning
331 Thor Place | Brea, CA 92821
James Flores President/CEO
Phone: 714-447-1110 | Fax: 714-447-1113 http://www.subcatmarketing.com
Service Areas: Direct Marketing, Marketing, Financial Literacy
2603 South Washington Suite 140 | Naperville, IL 60565
Jordan Ayan CEO
http://www.subscribermail.com
330 East Main St | Muncie, IN 47305
Michael G Whisler Partner 765-289-7951
Phone: 7652897951 | Fax: 7657470718 http://www.scsew.com
Service Areas: Audit/CPA, Compliance, Consulting
1214 Bobwhite CT | Punta Gorda, FL 33950
Michael Virsack Director
Phone: 941-637-0157 | Fax: 941-637-9373 http://www.sunwestrecovery.com/
Service Areas: Auto Recovery
631 Park Avenue | King of Prussia, PA 19406
Eric Strohl Vice President Planet Sales
Phone: 800-634-2016 | Fax: 610-768-4120 www.sungard.com
Service Areas: Enterprise Risk Management (ERM)
830 E. Franklin Street | Dayton, OH 45459
Lew Thomson Client Success Sr. Manager 9375351396
Phone: 9375351396 | Fax: 9374345743 http://www.supportexp.com
Service Areas: Market Research, Loyalty/Reward Programs, Membership Surveys
Over the last 20 years, we have become the customer experience (CX) management experts at leading and guiding transformations of banks and credit unions beyond the transactional level. We not only provide innovative solutions that capture authentic voice-of-the-customer and voice-of-the-employee feedback, we provide the insight, training and support necessary to act upon that feedback for comprehensive, long-lasting results.
830 East Franklin St. | Dayton, OH 45459
Support Insurance Sales
Phone: 800-444-5465 | Fax: 937-434-9562 http://www.qualitycpi.com
Service Areas: Collections, Member Insurance, Institutional Investments
Phone: 8776638119
Service Areas: Auto, Auto Recovery, Collections, Indirect Auto Lending, Loan Originations Systems
9311 San Pedro Suite 600 | San Antonio, TX 78216
Mark Hein CEO, The Financial Institution Group 866-316-1162
Phone: 2105034281 http://www.swbc.com
Service Areas: Collections, Gap Insurance, Member Insurance
Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With more than 2,800 employees and offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states
148 N 48th Street | Phoenix, AZ 85034
8985 Balboa Ave | San Diego, CA 92123
Tracy Almquist Marketing Manager 888-774-2265
Phone: 6195426951 | Fax: 8772280048 http://www.symitar.com/
Service Areas: Data Processing, IT Outsourcing, Technology
To satisfy evolving member needs, you want a flexible technology foundation that adapts to changing business requirements. Symitar® offers a dynamic, customizable platform for growth, and a modern, intuitive member experience across channels. Allow your members to easily engage with their financial resources on the device of their choice. Speed up service and increase efficiency with built-in automation. Join more than 800 credit unions that chose Symitar to best serve their members.
2 Ledgeview Drive | Westbrook, ME 04092
Tim Brooks VP, Corporate Marketing 800-341-0180
Phone: 8003410180 | Fax: 2077736715 http://www.synergentcorp.com
Service Areas: Branding, eMarketing, Data Processing, Technology
As a service bureau owned by credit unions, and serving only credit unions, Synergent has provided comprehensive solutions through the synergy of its divisions since 1971. A subsidiary of the Maine Credit Union League, Synergent provides credit unions with core processing via the industry-leading Symitar Episys platform, best-of-breed add-on products, and payment services, as well as direct marketing services, dedicated to helping credit unions develop deeper member relationships through targeted communications.
14902 W. 117th St. | Olathe, KS 66062
http://www.systronicsinc.com/