Callahan Clients, please log in for direct access to:
Request Information
Upgrade Your Subscription
We recently launched an all-new client portal to help you get the most out of your Callahan resources. Discover new features, access all analytics tools, get support, find relevant best-practices, and much more!
Note: Starting February 1, 2018 we will no longer support this version of the portal. Please click the button below and bookmark the new site for continued access.
Switch To The New Portal
Thank you for your interest in reading the fantastic content we have on CreditUnions.com! However, the page you are trying to access is for subscribers-only. To learn more, select an option below.
All users must now log in to read, research, browse, and have fun on CreditUnions.com. Yes, we still offer freebies. And, yes, it’s worth the extra effort.
Update Account Information
Buyer's Guide
Consulting
Not Listed? Update Your Company Information.
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
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
4 Crosby Drive | Bedford, MA 01730
Dylan Tancill Director, Bank & Credit Union Team 978-275-8204
Phone: 9784412200 | Fax: 9784411114 https://www.altair.com/data-analytics/
Service Areas: Data Processing, Technology, Consulting
The Datawatch Data Intelligence platform empowers credit unions large & small to harness the power of automated data preparation and predictive analytics. Analysts, Data Scientists and Business users at over 800 credit unions rely of Datawatch to enable data access, automate reconciliation, streamline data migration & reporting during mergers, complete regulatory reporting, create credit risk scorecards, optimize collections, prevent member churn and gain powerful insights from marketing analytics.
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 | VA
Bob Mellinger President 571-248-8200
Phone: 5712488200 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
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: 8002387475 http://www.cmyers.com
Service Areas: Asset/Liability Management (ALM), Consulting, Strategic Planning
C. myers has partnered with credit unions since 1991. Their philosophy is based on helping clients ask the right, and often tough, questions in order to create a solid foundation that links strategy and desired financial performance. They have the experience of working with over 550 credit unions, including 50% of those over $1 billion in assets and about 25% over $100 million. C. myers helps credit unions think to differentiate and drive better decisions through facilitating more than 150 strategic planning, strategic leadership development, process improvement, and project management sessions each year, and providing A/LM, liquidity, and other financial analyses.
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 Road 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.
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
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 | Overland Park, KS 66213
Lewis Lester Chief Executive Officer 678-960-2900
Phone: 6789602900 http://cucapitalmarketsolutions.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Consulting
CU Capital Market Solutions (CMS) is a Credit Union Service Organization (CUSO) and Registered Investment Advisor (RIA) that specializes in innovative capital market solutions, 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 Parkway Suite 130 | Saint Petersburg, FL 33701
James Guild Co-Founder/Managing Partner 727-698-9973
Phone: 7276989973 http://cuengage.com/consulting
Company Description:
CU Engage is redefining what it means to be consultants.
con· sult· ants | kÉ™nˈsÉ™ltnts:
A passionate team of industry experts helping credit unions set strategies and select partners with a focus on member experience and long-term relevance.
We've successfully guided our credit union clients through over 350 strategic projects resulting in improved vendor relations, better member experiences, and over 1 Billion in savings and incentives.
We help credit unions like yours with projects such as:
Ask to speak to one of our references today, call 727-698-9973 or visit us online at: https://www.cuengage.com/consulting/
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
535 Dock Street, Suite 209 | Tacoma, WA 98402
Mike Beall Chief Strategic & Advocacy Officer (253) 200-0418
Phone: 2532000418 http://www.creditunionstrategicplanning.com
Service Areas: Executive Recruitment, Direct Marketing, eMarketing, Market Research, Consulting
CU Strategic Planning works with credit unions that embrace their cooperative roots. We like to think of ourselves as a full-service strategy lab, helping credit unions realize their full potential, often by embracing a community development-oriented business model. Our services often start with strategic planning, can include research, development, and grant writing and run the gambit through the implementation of projects designed to expand services to members.
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
194 Narrows Drive, Suite 104 | Birmingham, AL 35242
Dennis Dollar Partner 205-991-1525
Phone: 2059911525 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, executive recruiting, 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
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 Street Suite 306 | Madison, WI 53703
Maureen McCrone Membership Manager 6086613740
Phone: 6086613740 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
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—you-centric solutions that matter.
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 Road, Suite 202 | Ontario, CA 91761
Jill Nowacki President/CEO 800-394-1918
Phone: 8003941918 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.
6033 Hector Road | McLean, VA 22101
Greg Schratwieser President / CEO 800-729-8237
Phone: 7039151620 http://www.ici-consulting.com
Service Areas: Employee Training, Market Research, Compliance, Consulting, Contract/Vendor Management
Since 1994, ICI Consulting has advised Banks and Credit Unions 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 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
1910 N. 76th Ave. | Elmwood Park, IL 60707
http://johnkhoconsulting.com
Service Areas: Advertising, Branding, Direct Marketing, Consulting
125 North Burnet Dr | Baytown, TX 77520
Dick Miller EVP 800-809-2307
Phone: 5174493269 http://www.JMFA.com
Service Areas: Executive Recruitment, Compliance, 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
2250 Point Blvd. Suite 325 | Elgin, IL 60123
Bill Hultstrand Vice President, Business Development 2242866061
Phone: 8779157675 http://www.rexcuadvice.com
Service Areas: Employee Training, Audit/CPA, 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 30,000 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
260 Wekiva Springs RoadSuite 1050 | Longwood, FL 32779
Michael Crofts President 321-214-1776
Phone: 3212141776 | Fax: 8664573460 http://www.maplestreetinc.com
Service Areas: Compliance, Consulting, Contract/Vendor Management
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
10621 North Kendall Drive, Suite 219 | Miami, FL 33176
Chris Vallez, CPA, MBA, CICA Partner 800-288-0293
Phone: 800-288-0293 | Fax: 305-537-5678 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
Service Areas: Technology, Technology Consulting, Consulting
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
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. | San Francisco, CA 94104
Tasha Kostick Partner 8002743978
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, Suite E-388 | Marble Falls, TX 78654
Michael Brascom CEO
Phone: 5124284251 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
13 Stoneledge Dr. #7 | Troy, NY 12182
Brewster Knowlton Owner & Principal Consultant 860-593-7842
http://www.knowlton-group.com
Service Areas: CRM/MRM, Data Processing, IT Outsourcing, Technology Consulting, Consulting
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
3031 N. Rocky Point Drive W - Suite 750 | Tampa, FL 33607
Wendy Nolan SVP, Sales & Business Development 6082492270
Phone: 8888302728 https://www.trellance.com/
Service Areas: Data Processing, Consulting
Trellance is the leading provider of data analytics and business intelligence solutions, professional services and consulting for credit unions. The company’s solutions and services, together with the patented common data model of its signature M360 product, are used by credit unions to find actionable insights, improve member experience and achieve portfolio growth. Founded in 1989, Trellance is headquartered in Tampa, Fla. and serves more than 1,500 organizations throughout the United States.
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: 8189549700 | 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, Technology Consulting, 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