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8181 W. Tonopah Dr | Peoria, AZ 85382
Andrea Amuso Owner/Principal 623-939-2964
http://www.aaauditservices.com/
Service Areas: Consulting
13740 Research Blvd, Building 2, Suite T | Austin, TX 78750
Brad Smith President 512-231-1750
Phone: 5123513697 | Fax: 5122311752 http://www.aboundresources.com
Service Areas: Business Continuity, Audit/CPA, Compliance, Consulting, Contract/Vendor Management
4950 S. Yosemite Street F2-234 | Greenwood Village, CO 80111
Adam Cohen Principal
Phone: 303-888-2429 http://www.accelerantperformance.com/
Service Areas: Consulting, Performance Benchmarking, Strategic Planning
6795 East Tennessee Avenue, Suite 426 | Denver, CO 80224
Scott Teel Marketing Director (980) 216-9293
Phone: 3033009886 | Fax: 3033006586 http://www2.agilityrecovery.com/
Service Areas: Business Continuity, Consulting
301 Lindenwood Drive, Suite 301 | Malvern , PA 19355
Katie Barnes Head of Marketing & Partnerships 570-301-7199
Phone: 484-913-1703 https://akuvo.com/
Service Areas: Technology, Technology Consulting, Consulting
3800 Maple Ave., Ste. 600 | Dallas, TX 75219
Mike Ensweiler Director of Business Development
http://www.almfirst.com
Service Areas: Board Education, Employee Training, Asset/Liability Management (ALM), Consulting, Institutional Investments
424 Central xAvenue 5th Floor | St. Petersburg, FL 33701
Richard Ayotte Chief Executive Officer
http://www.americanbrokerage.com
151 Ted Turner Drive NW | Atlanta, GA 30303
Ken Proctor Chief Risk Officer 404-692-7016
Phone: 404-692-7016 http://www.apppax.com
Service Areas: Technology Consulting, Consulting, Enterprise Risk Management (ERM)
200 Dryden Road | Dresher, PA 19025
Jane Weizenegger Strategic Relations
Phone: 2156488000 | Fax: 2156484888 http://www.ascensus.com
Service Areas: Technology, Compliance, Consulting
5022 North Idaho Road | Apache Junction, AZ 85119
Bob Mellinger President 571-248-8200
Phone: 571-248-8200 https://www.attainium.net
1224 Main Street | Branford, CT 6405
Steve Moalli Partner 203-481-1120
Phone: 2034811120 http://www.baileyscarano.com/
Service Areas: Audit/CPA, Consulting
745 Inspiration Lane | Escondido, CA 92025
Richard Farrell, CPA Partner 215-241-8963
Phone: 215-564-1900 | Fax: 215-564-3940 http://www.bdo.com
Service Areas: Audit/CPA, Compliance, Consulting
201 North Illinois Street, Suite 700 | Indianapolis, IN 46204
Chad Garber Director 317-383-4000
Phone: (317) 383-5443 | Fax: (317) 383-4200 http://www.bkd.com
171 Sully's Trail Suite 201 | Pittsford, NY 14534
Jeff Paille, CPA Partner 585-249-2889
Phone: 585-249-2889 | Fax: 585-381-3131 http://www.bonadio.com/spotlights/credit-unions/
Service Areas: Board Education, Business Continuity, Audit/CPA, Compliance, Consulting
320 Ruhle Road | Ballston Lake, NY 01201
Timothy Ryan Managing Partner
Phone: 800-748-6172 http://www.branchdevelopmentgroup.com
Service Areas: Branch Displays/Signage, Branch Planning, Branching, Marketing, Consulting
1400 Abbott RoadSuite 105 | East Lansing, MI 48823-1900
Bridget C. Balesky Vice President (517) 332-7700
Phone: 8003328188 http://www.brickinc.com
Service Areas: Board Education, Asset/Liability Management (ALM), Consulting
B&A provides 550 Credit Unions with ALM and Budgeting solutions and Consulting. Second Opinion ALM Analyses are performed as well. ALM analyses include instrument-level modeling of imported loans, shares and certs. Investment imports with many bond accounting providers. ALM Outsourcing Reports or the in-house CU/ALM-ware System include the NCUA's NEV Supervisory Test, 5-year Income Simulation, NEV, Non-Maturity Share Valuation, Contingency Funding Stress Tests, What-Ifs, Historical Key Ratios. CU/BUDGET-ware can produce Strategic Plans out to 5 years. Online training, Board/ALCO Education, Papers, backtesting for validations, consulting, Model Policies: ALM, Investments, Liquidity, Concentration Risk and Contingency Funding Plan. Investment Advisory Services by Brick Capital Management.
750 B Street Suite 3300 | San Diego, CA 92101
Alan Thompson Senior Managing Partner
Phone: 7604646829 http://www.banksolutionsgroup.com/
Service Areas: Consulting, Contract/Vendor Management, Strategic Planning
7026 Morning Star Ct NE | Albuquerque, NM 87111
Kathy Darwin Owner 505-480-7304
Service Areas: Board Education, Employee Training, Consulting, Performance Benchmarking, Strategic Planning
8222 S. 48th St. Ste. 275 | Phoenix, AZ 85044
Amanda Hohimer Vice President 602-840-0606
Phone: (800) 238-7475 http://www.cmyers.com
Service Areas: Asset/Liability Management (ALM), Consulting, Strategic Planning
C. myers helps financial institution decision-makers uncover opportunities and continuously optimize their business models. Their depth and range of experience in linking strategy, talent, desired financial performance, and successful execution enables them to work with their clients as strategic collaborators. They have the experience of working with over 600 financial institutions, including 200+ of those over $1 billion in assets. C. myers helps financial institutions think to differentiate and drive better decisions through Strategic Planning and Business Model Optimization, Strategic Solutions and Implementation, Strategic Leadership Development, Real-Time ALM and Financial Planning, Education, and Thought Leadership
1331 H Street | Washington, DC 20005
Phone: 2023377870 http://www.capitalperform.com
Service Areas: Board Education, Consulting, Strategic Planning
6399 Stirrup Rd | Cincinnati, OH 45244
Phone: 7208411413 http://carolynwarden.com
Service Areas: Board Education, Employee Training, Consulting
205 De Anza Blvd., #13 | San Mateo, CA 94402-3989
Hal Carroll Managing Partner 650-888-3520
Phone: 6508883520 https://carrollcpas.net
Service Areas: Audit/CPA, Consulting, Contract/Vendor Management
95 Mortimer Street, Suite 26 | London, VA
Phone: 2071933452
Service Areas: Asset/Liability Management (ALM), Consulting, Mergers
2199 Innerbelt Business Center Drive | St. Louis, MO 63114
Paul Barrath Vice President
Phone: 888-429-3330 | Fax: 314-890-7410 http://www.claycorp.com
Service Areas: Branch Planning, Branching, Market Research, Consulting, Credit Union Research
1051 Clinton Street Ste 212 | Buffalo, NY 14206-2823
susan.malik@clearinsight.ca
Phone: 9052745884 http://www.clearinsight.ca
Service Areas: Technology Consulting, Consulting
6001 E. Washington Blvd., 2nd Floor | Los Angeles, CA 90040
David R. Johnson Senior Vice President of Business Development
Phone: 2069853650 | Fax: 2069853655 http://www.clearpointcreditcounselingsolutions.org/
565 Telford Lane | Ramona, CA 92065
Rhonda Cooke President/CEO
Phone: 7604409884 http://www.cookeandres.com/
Service Areas: Board Education, Employee Benefits & Compensation, Employee Incentive Programs, Executive Recruitment, Consulting
7272 E. Indian School Rd. Ste. 400 | Scottsdale, AZ 85251
Scott Sommer CEO and Partner 480-423-2030
Phone: (480) 423-2030 http://www.crnrstone.com/
Service Areas: Consulting, Contract/Vendor Management, Performance Benchmarking
Cornerstone Advisors delivers consulting services, industry insights and executive forums focused on helping credit unions improve profitability and elevate performance quickly and efficiently. We enable our clients to develop more meaningful business strategies, negotiate better vendor contracts, make smarter technology decisions, and strategically re-engineer critical processes.
4455 LBJ Freeway, Suite 1100 | Plano, TX 75028
Bob Rehm Vice President, Sales (800) 442-5762
Phone: 8004425762 www.curesources.coop
Service Areas: Employee Training, Marketing, Print Materials, Audit/CPA, Consulting
422 Woodland Ridge Rd | Odenville, AL 35120-35120
Dennis Washington President
http://www.crossdig.com/
Service Areas: Advertising, Branding, Direct Marketing, eMarketing, Consulting
P.O. Box 7 | South Bend, IN 46601
Mark Taylor Partner 630-575-4335
Phone: 4133359741 http://www.crowehorwath.com
451 Division St NE | Salem, OR 97301
John Harris CEO (972) 347-4500
Phone: (877) 674-7555 https://cubenefitsalliance.com/
Service Areas: Employee Benefits & Compensation, Consulting, Strategic Planning
6120 Windward Pkwy. Ste. 200 | Alpharetta, GA 30005
Lewis Lester Chief Executive Officer 678-960-2900
Phone: (678) 960-2900 http://www.cucapitalmarketsolutions.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Consulting
CU Capital Market Solutions (CMS) is a Credit Union Service Organization (CUSO) that specializes in innovative capital market solutions, specifically, earnings and balance sheet optimization and, specialized assets and loan programs that are designed to enhance Credit Unions ability to maximize earnings, grow assets and expand net interest margin. CMS provides Secondary Capital, term funding and overnight funding to qualified Low-Income Designated Credit Unions (LICU's). CMS also provides unique, approved, alternative asset products, USDA and SBA loan participations and programs to all qualified Credit Unions. The CMS Total Solution has a proven track record of delivering the results that Credit Unions need to excel.
450 Carillon Pkwy. Ste. 130 | Saint Petersburg, FL 33701
Jennifer Addabbo Co-Founder and CEO 727-698-9973
Phone: (727) 698-9973 http://www.cuengage.com/consulting
The team at CU Engage is a blend of consultants, educators, matchmakers, integrators and advocates. The only credit union consultancy recognized by INC, we are laser-focused on guiding our credit union clients through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. CU Engage has completed over 410 credit union projects and negotiated over 2 Billion in savings and incentives for our clients and our projects are as unique as the clients we serve. Let’s Engage! www.cuengage.com
26263 Forest Blvd. | Wyoming, MN 55092
Wendy Elieff SVP Client Service & Marketing 877-505-7352
Phone: (800) 377-1798 http://www.curecovery.com
Service Areas: Employee Training, Collections, Consulting
CU Recovery, a PSCU Company, has worked with over 2700 credit unions nationwide as a full-service collection agency, providing delinquency management services and collections training exclusively for credit unions. The Loan Service Center provides first-party collection services to minimize loan loss by managing early stage delinquency.
3968 san augustine way | San Diego, CA 92130
Phone: 7608458146 http://www.cubroadcast.com
Service Areas: Branding, eMarketing, Social Media, Consulting
80 M Street SE, c/o WeWork | Washington, DC 20003
Sam Brownell President 202-617-9581
Phone: 2026179581 http://cucollaborate.com/
Service Areas: Board Education, Technology Consulting, Consulting, Contract/Vendor Management
P.O. Box 14167 | Madison, WI 53714-0167
Tony Hill SVP/Chief Marketing Officer
http://www.cues.org
CUESÂ is the leading Talent Development solutions provider for credit unions in North America. Â We educate, develop and support credit union CEOs, executives, directors, and emerging leaders through partnerships with premier business schools, live and online events, digital learning, networking, and premium content. With over 29,000 members and growing, we measure success one leader at a time. Connect with CUES at CUES.org and on LinkedIn, Facebook, Twitter, and Instagram. For daily insights on issues impacting credit unions visit CUmanagement.com.
194 Narrows Dr. Ste. 104 | Birmingham, AL 35242
Dennis Dollar Partner 205-991-1525
Phone: (205) 991-1525 http://www.dollarassociates.com
Service Areas: Consulting, Mergers, Strategic Planning
Dollar Associates is a credit union consulting firm specializing in FOM issues, community charters, merger support, underserved area expansions, regulatory compliance, strategic planning, board and management training, staff education and governmental relations. Working with both credit unions and the organizations that serve them, Dollar Associates offers regulatory, public policy, strategic and management expertise from recognized industry leaders with personal attention and competitive rates.
6901 Jericho Turnpike, Suite 215 | Syosset, NY 11791
Carlos F Rodriguez COO 305-726-6135
Phone: 5165285057 http://edgeconsultancyllc.com/
Service Areas: Consulting, Enterprise Risk Management (ERM), Strategic Planning
910 K East Redd Rd. #523 | El Paso, TX 79912
Emmanuel Rodriguez Founder 915-275-4580
Phone: 9152754580 https://researchcu.com/
Service Areas: Market Research, Consulting, Credit Union Research
8325 Six Forks Road | Raleigh, NC 27615
Melissa Lineberry Segment Manager (919)870-2411
https://www.mi.genworth.com/
Service Areas: Lending, Mortgages, Consulting
The Genworth Mortgage Insurance story begins with you and your business. Since 1981 we've been understanding what you need so we can help you manage your business better by delivering what's best. The best products. The best service. And the best solutions that matter.
7480 Fairway Drive, Suite 205 | Miami Lakes, FL 33014
Edwin W Ewart Jr. Managing Partner 305-798-5400
Phone: 3055574683 | Fax: 3056754681 http://www.ewartcpa.com
600 West Broadway Suite 2000 | San Diego, CA 92101
Joanna Brost Financial Advisor
Phone: 619-557-4751 | Fax: 619-557-4710
1001 Connecticut Avenue, NW Suite 840 | Washington, DC 20036-5531
Peter Williams Principal 202-467-6862
Phone: 2024676862 http://www.feldmanfinancial.com
1010 E. Washington St. Ste. 306 | Madison, WI 53703
Maureen McCrone Membership Manager 6086613740
Phone: (608) 661-3740 http://filene.org/
Service Areas: Consulting, Credit Union Research, Strategic Planning
Filene Research Institute strengthens organizations through innovative research and incubation to improve consumer financial well-being. As an independent cooperative finance think tank, Filene's membership network connects a community of leaders and bright minds to change lives through innovation, truth and cooperation. In addition to delivering cutting-edge, actionable academic research, Filene also provides incubators to test and scale solutions, events to spark organizations into action and advisory services to help accelerate and implement innovation. For more information, visit filene.org and @fileneresearch.
7801 Hardwick Place | Fishers, IN 46038
Rick Shockley President 317-578-4669
http://www.fincorestrategies.com
Service Areas: Data Processing, Technology Consulting, Consulting
360 Kansas St | San Francisco, CA 94103
Tanya Samuels Publicist
Phone: 310 802 6855 | Fax: 310 379 6260 http://www.financialfinesse.com
658 Blue Heron Way | Highlands Ranch, CO 80129
Kirk Harris Kirk Harris 801-403-0979
Phone: 303-249-9696 http://www.greatminds.com
Service Areas: Business Lending, CRM/MRM, Document Imaging, IT Outsourcing, Consulting
Regional Address 4710 Land O Lakes Blvd. Suite 17-111 | Land O Lakes, FL 34639
Leslie Rowe National Marketing & Branding Exec 813-810-3876
https://www.Halo.com/LRowe
Service Areas: Advertising, Branding, Direct Marketing, Promotions/Incentives, Consulting
1015 N. 98th Street, Suite 200 | Omaha, NE 68114
Tumi Oluyole Senior Manager 402-390-2480
Phone: 4023902480 http://www.hayes-cpa.com/
2350 N UNiversity Drive #840108 | Pembroke Pines, FL 33084
Rani Guptar CEO 954-655-9127
Phone: 9546559127
Service Areas: Operations, Consulting, Strategic Planning
300 Orchard City Drive, Suite 130 | Campbell, CA 95008
Alfred Firato President & CEO 888-792-4473
Phone: 888-792-4473 http://www.hiresafe.com
Service Areas: Asset/Liability Management (ALM), Compliance, Consulting
450 W. 4th St. | Royal Oak, MI 48067
Steve Van Beek Attorney 248-723-0521
Phone: 248-723-0521 http://www.howardandhoward.com/
Service Areas: Employee Training, Compliance, Consulting, Legal Services, Mergers
2855 E. Guasti Rd. Ste. 202 | Ontario, CA 91761
Jill Nowacki President/CEO 800-394-1918
Phone: (800) 394-1918 https://humanidei.com/
Service Areas: Executive Recruitment, Consulting, Strategic Planning
Humanidei + O'Rourke have come together to form the single greatest asset for credit unions in the war for talent. We work with credit unions to develop human capital strategies that grow your business, attracting, developing, and retaining top talent that make credit unions top choices for employees and volunteers in today's world.
739 Pinta Dr. | St. Petersburg, FL 33715
Greg Schratwieser President / CEO 800-729-8237
Phone: (800) 729-8237 https://www.ici-consulting.com
Service Areas: Technology Consulting, Consulting, Contract/Vendor Management
Since 1994, ICI Consulting has advised over 560 financial institutions on technology issues. ICI has assisted financial institutions evaluate and negotiate the following applications: Core Processing, Online and Mobile Banking, Check Processing, CRM, Loan Origination and all other back office areas. ICI offers the following consulting services: Assessments, Business Cases, Vendor Evaluations, Contract Negotiations and Project Managing Conversions
P.O. Box 190012 | North Charleston, SC 29419
Will McGregor President
Phone: 8435695009 | Fax: 8437457009 http://www.iltech.us
Service Areas: Auto, Indirect Auto Lending, Lending, Technology, Consulting
1300 Valley House Dr. Suite 100-13 | Rohnert Park , CA 94928
Phone: (707) 921-7071 http://iqrconsulting.com/
Service Areas: Card Portfolio Management, Market Research, Technology Consulting, Consulting
870 Market Street, Suite 462 | San Francisco, CA 94102
Joanna Bruno President
Fax: 6269144496 http://www.jrbrunoassoc.com
Service Areas: Board Education, Employee Incentive Programs, Document Imaging, Compliance, Consulting
1415 N Loop W Suite #500 | Houston, TX 77008
Stefani Soza Marketing Director 800-809-2307
Phone: 713-490-6995 http://jmfa.com
Service Areas: Compliance, Consulting, Contract/Vendor Management
1910 N. 76th Ave. | Elmwood Park, IL 60707
http://johnkhoconsulting.com
Service Areas: Advertising, Branding, Direct Marketing, Consulting
1751 Lake Cook Road | Deerfield, IL 60015
Valerie Jordan President
Phone: 803-932-9540 | Fax: 803-945-2233 http://www.jordanandjordan.com
P.O. Box 454 | Dixon, CA 95620
Chris Duncan National C.D Specialist
http://www.jumbocdinvestments.com
P.O. Drawer 145510 | Coral Gables, FL 33114
Caroline Jervey Editor
Phone: 800-388-6686 | Fax: 800-230-9569 http://www.jumboratenews.com
Box 35 | Edmond, OK 73083
Phone: 9188151200 http://profitimprovement.com
Service Areas: Consulting, Contract/Vendor Management
5060 Shoreham Place | San Diego, CA 92122
Kerim Tumay Vice President of Marketing 858-270-9950
Phone: 8582709950 | Fax: 8582709950 http://kiran.com
Service Areas: Branch Planning, Consulting, Strategic Planning
15332 Antioch Street, PMB #335 | Pacific Palisades, CA 90272
Phone: 3102303150 http://kollnergroup.com/
1900 Avenue of the Stars Ste. 2600 | Washington, DC 2036
Mike Juratovac Market Leader, North America Financial Services Pr 310-226-6328
Phone: 8006334410 https://www.kornferry.com/
Service Areas: Employee Benefits & Compensation, Executive Recruitment, Consulting
180 W. Campbell St. | Arlington, IL 60005
Bill Hultstrand Vice President, Business Development 2242866061
Phone: (877) 915-7675 http://www.rexcuadvice.com
Service Areas: Employee Training, Consulting, Strategic Planning
Lending Solutions Consulting, Inc. (LSCI) is the industry leader in providing training and consulting services to credit unions across North America. Rex Johnson founded the University of Lending, a comprehensive five-day lending school in 1996. He and his team of experts have since trained over 50,000 credit union employees, helping credit unions achieve dramatic improvements in their loan yields, ROAs, and member service practices. In addition to the University of Lending, LSCI offers onsite consulting, portfolio analysis, and our newest service; Smart Loan Audit
Plaza Towers - Suite 312 1736 E. Sunshine | Springfield, MO 65804
Alice Whinnery President & CEO
Phone: 4178893700 | Fax: 4178893714 http://www.lfeinstitute.com
350 Church Street Mmc1 | Hartford, CT 06103
Edward Rubio National Director, Advisor Direct
http://www.lfaonline.com
9785 Towne Centre Drive | San Diego, CA 92121
James Norwood V.P., Financial Institution Services
Fax: 7043764476 http://www.joinlpl.com
Service Areas: Financial Literacy, Member Insurance, Consulting
280 Wekiva Springs Road, Ste 3000 | Longwood, FL 32779
Michael Crofts President 321-214-1776
Phone: 3212141776 | Fax: 8664573460 http://www.maplestreetinc.com
2860 West 4700 South, Suite D | Salt Lake City, UT 84129
Cynthia Walker CEO 800-268-7795
Phone: 8019638464 | Fax: 8019638470 http://www.markhsmith.com/
1375 Thornbird Dr. | Cincinnati, OH 45230
Steve French President
Phone: 5132975200 | Fax: 5132416676 http://www.membermap.com
101 N Rodney | Helena, MT 59601
Tracie Kenyon President/CEO
Phone: 4064429081 | Fax: 4064429085 http://www.mcun.coop
Service Areas: Board Education, Employee Benefits & Compensation, Consulting, Enterprise Risk Management (ERM), State League/Association
6 Taft Court Suite 301 | Rockville, MD 20850
Lisa Barber Business Development
http://www.myvesta.org
10661 North Kendall Drive, Suite 201 | Miami, FL 33176
Chris Vallez, CPA, MBA, CICA Partner 800-288-0293
Phone: 8002880293 http://www.nearman.com/
15450 South Outer Forty Dr. Suite 300 | Chesterfield, MO 63017
Erica Zumstein Business Development Administrator
Phone: 6368988100 http://www.newground.com
Service Areas: Facility Design & Build, Consulting
6000 Metrowest Blvd.,Suite 107 | Orlando, FL 32835
Linda Vick Executive Vice President
Phone: 4079268250 http://www.nextstepinc.com
P.O. Box 499 11394 Country Road 11 | Kremmling, CO 80459
Ron C. Nice President & CEO 303-980-8100
http://www.trynice.com/
Service Areas: Board Education, Consulting, Mergers, Strategic Planning
12900 N. Meridian Street Suite 300 | Carmel, IN 46032
Ed Snyder President
http://www.oaktreeadvisors.com
1101 Capital of TX Highway, South, Building K, Suite 250 | Austin, TX 78746
Michelle Flynn President
Phone: 5123010001 | Fax: 5123010006 http://www.objective-advisors.com
Service Areas: Asset/Liability Management (ALM), Consulting, Institutional Investments
28202 Cabot Road, Suite 225 | Laguna Niguel, CA 92677
Carl Meiswinkel President 949-347-7700
Phone: 9493477700 | Fax: 9493477701 http://www.p360inc.com
Service Areas: Lending, Mortgages, Consulting, Enterprise Risk Management (ERM), Mergers
2220 Sutherland Avenue | Knoxville, TN 37919
Mike Shamblin Managing Principal of Audit & Assurance Services
Phone: 800-270-9629 http://www.pyapc.com
Service Areas: Audit/CPA, Consulting, Strategic Planning
3905 Victory Court | Flower Mound, TX 75028
Mark Fenner President 469-293-6198
Phone: 469-293-6198 http://riseperformancegroup.com
Service Areas: Executive Recruitment, HR, Recruitment, Consulting
850 Puesta Del Sol | Thousand Oaks, CA 91360
Robert Hammer Chairman
http://www.rkhammer.com
Service Areas: Credit Cards, Consulting
1831 Monterey Blvd | Hermosa Beach, CA 90254
Robert Arnett CEO 310-318-6593
Phone: 310-318-6593 http://rnetconsulting.com
Service Areas: Technology Consulting, Consulting, Strategic Planning
1875 Old Alabama Road, Suite 510 | Roswell, GA 30076
Bob Davis Founder and CEO 678-548-1775
Phone: 678-259-9290 http://robertcdavis.net
Service Areas: Employee Training, CRM/MRM, Consulting
4203 Kimbrelee Ct. | Alexandria, VA 22309
Stephen Breed CEO (202) 497-2982
Phone: (202) 497-2982 http://www.rockcreekmanagement.com/
Rock Creek Management Advisors provides consulting services to credit unions in areas including but not limited to strategic planning, corporate culture, cultural alignment, digital optimization, performance metrics, loan growth, deposit growth, process reengineering, organizational structure, balanced scorecard implementation, matrix structures, business development, branch optimization, SEG development, credit card programs, mortgage lending, consumer lending, operational efficiency, engaged service models, and competitive differentiation. All such services are aimed at increasing both effectiveness and efficiency to achieve a WIN-WIN scenario for the credit union and its members.
2700 San Pedro NE | Albuquerque, NM 87110
Kevin J. Koval, CPA, CFP, ABV Senior Manager 505-883-2727
http://www.rpcllp.com
Service Areas: Audit/CPA, Consulting, Mergers
30 S. Wacker Dr. | Chicago, IL 60606
Steven Marsden Partner 415-848-5326
Phone: 8002743978 | Fax: 4158485353 http://rsmus.com
RSM is the fifth largest U.S. provider of assurance, tax, and consulting services in the U.S., with 11,000 professionals and associates in 87 cities in the U.S . to serve your business needs. With more than 90 years of experience serving over 1,200 financial institutions across the country, we develop solutions for today's challenging economic environment. From accounting and tax to specialized consulting services, our industry specialists serve a wide variety of financial institutions.
3838 Medical Drive Suite 103 | San Antonio, TX 78229
Sam Gott Owner
Phone: 9314849433 www.samgottcertifiedfinancialplanner.com
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
701 N. Hwy. 281 Ste. E-388 | Marble Falls, TX 78654
Michael Brascom CEO
Phone: (512) 428-4251 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.
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
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
5960 Howdershell Rd., #101 | Saint Louis, MO 63042
Phone: 310-451-5767
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
12015 July Ave N | Hugo, MN 55013
Jeanne Murphy Founder & Growth Strategist 612-616-6861
http://www.strategicsolutions.org
Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting
330 East Main St | Muncie, IN 47305
Michael G Whisler Partner 765-289-7951
Phone: 7652897951 | Fax: 7657470718 http://www.scsew.com
830 E. Franklin St. | Centerville, OH 45459
Lew Thomson Client Success Sr. Leader 800-444-5465
Phone: (800) 444-5465 http://www.supportexp.com
Service Areas: Mystery Shopping, Membership Surveys, Consulting
Founded in 1997, Support EXP has become the member experience (MX) management expert at leading and guiding transformations of credit unions beyond the transactional level. Our MX feedback solutions deliver direct, data-driven insight across all channels, lines of business, and functional areas. With timely MX intel, we enable credit unions to act strategically, so they can lead in their market and flex with immense agility
3 Coach Ln | Sandwich, MA 02563
Brewster Knowlton Owner & Principal Consultant 860-593-7842
http://www.knowlton-group.com
Service Areas: CRM/MRM, Data Processing, IT Outsourcing, Technology Consulting, Consulting
The Knowlton Group provides credit unions with business intelligence consulting services. Using a unique solution, we are able to automate the extraction of MeridianLink LoansPQ data into an optimized data mart. This allows credit unions to automate their LoansPQ reporting and improve portfolio analysis. The Knowlton Group provides consulting services in the following areas: data warehousing, data integration, report development, business process automation, SQL Server training and dashboard development. Whether you need a complete business intelligence solution or consultations on smaller tasks, The Knowlton Group has the experience and expertise to complete any task.
P.O Box 7518 | Olympia, WA 98501
Patricia Graves Vice President/COO (360) 515-5603
Phone: 3609234415 www.theparagongroup.com
Service Areas: HR, Consulting
11605 Miracle Hills Dr | Omaha, NE 68154
Phone: 402-964-2617 http://www.thestrawgroup.com
Service Areas: Market Research, Consulting, Mergers
1100 PARKER SQUARE | Flower Mound, TX 75028
Alexandria Staron VP of Business Development 972-318-1110
Phone: 9723181110 | Fax: 9723181114 http://www.triscendnp.com
Service Areas: Executive Benefits & Compensation, Consulting, Institutional Insurance
100 N. First St. Ste. 202 | Burbank, CA 91502
Kian Moshirzadeh Partner 818-954-9700
Phone: (818) 954-9700 | Fax: 8189558416 http://www.twhc.com
CPAs and consultants specializing in a full suite of services to credit unions and CUSOs since 1987. In addition to opinion, internal, pension and compliance audits, TWHC provides tax planning and compliance services for credit unions and CUSOs. TWHC leverages its in-depth knowledge of the credit union industry to provide robust reports that offer superior value.
5522 Fulton Street | San Francisco, CA 94121
Phone: 408-512-1159 http://www.verdafero.com
Service Areas: Calculators, Technology Consulting, Virtualization/Cloud Services, Consulting, Performance Benchmarking
2460 Atrium Way | Nashville, TN 37214
Wade Stapleton VP, Marketing/Innovation 615-232-7984
Phone: (615) 232-7900 http://www.volcorp.org
Service Areas: Check Processing, Asset/Liability Management (ALM), Consulting
Volunteer Corporate Credit Union (VolCorp) is a not-for-profit financial cooperative that serves over 330 natural person credit unions nationally. Founded in 1981, VolCorp was created with the express purpose of providing low-cost financial services and competitive investment and lending rates to their members/owners. VolCorp exists solely for the benefit of their member credit unions.
298 Drinker Street | Bloomsburg, PA 17815
W.R. Max Bendel Owner 570-317-2762
Phone: 5703172762 http://www.CULinks.com
888 Bestgate Road Suite 401 | Annapolis, MD 20401
Phone: 2028610020 http://www.watkinsconsulting.com
Service Areas: Operations, Compliance, Consulting
55 East 5th Street | Saint Paul, MN 55101
Phone: 651-224-1200 http://www.wilwinn.com