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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
1000 West McNab Road | Pompano Beach, FL 33069
Kyle Kehoe EVP of Sales & Marketing 800-858-1598
Phone: 8008581598 https://www.armco.us/
Service Areas: Technology, Audit/CPA, Compliance
14 Folsom St | Exeter, NH 03833
Garvin Louie Business Development Manager (484) 362-0932
Phone: 610-688-8421 | Fax: 4843421005 http://www.alliedinfosecurity.com
Service Areas: Compliance
200 Dryden Road | Dresher, PA 19025
Jane Weizenegger Strategic Relations
Phone: 2156488000 | Fax: 2156484888 http://www.ascensus.com
Service Areas: Technology, Compliance, Consulting
274 Union Blvd, Ste. 320 | Lakewood, CO 80228
Nathan Rogers VP of Sales and Marketing 720-945-7235
Phone: 720-945-7250 https://auxteam.com
Service Areas: Audit/CPA, Compliance, Performance Benchmarking
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
4911 S. Westshore Blvd | Tampa, FL 33611
Lowell Reed Vice President of Sales & Marketing
Phone: 866-751-3203 | Fax: 813-872-4845 http://www.castlegarde.com
Nirav Doshi CEO 248-651-8602
Phone: 2486518602 http://www.securecdp.com
Service Areas: e-Signatures, Technology Consulting, Compliance
CDP makes digital transformation easy. Our people-first approach and industry-leading consulting and software help organizations in regulated industries through the complex process of digitizing documents, automating workflows, and improving customer and employee experiences. Our dedicated consultants provide support throughout the journey—improving IT infrastructures, leveraging custom-fit technologies to cut costs, increasing profitability, and making secure information management easy for customers and employees.
109 North Main Street | Austin, MN 55912
Bryan Mogensen Principal
Phone: 6026043551 | Fax: 6123764850 http://www.claconnect.com
Service Areas: Technology Consulting, Audit/CPA, Compliance
CLA exists to create opportunities for our clients, our people, and our communities through our industry-focused advisory, outsourcing, accounting, and consulting services. From identifying and mitigating risk, to merger and acquisition consulting and complying with regulations, CLA’s experienced team guides clients through challenging times and helps position them for future success.
361 Centennial Parkway, Suite 150 | Louisville, CO 80027
Deborah McLain Manager
Phone: 8772248077 | Fax: 3035547555 http://www.coalfiresystems.com
713 W. Duarte Rd, #106 | Arcadia, CA 91007
Chuck Salvia VP 956-457-4116
Phone: 626-254-0000 https://www.IDValidation.net
Service Areas: Card Fraud, Auto, Auto Leasing, Auto Recovery, Compliance
Phone: 8003566568 https://conetrix.com/
Service Areas: Network Security, Audit/CPA, Compliance
5 Science Park, 3rd Floor | New Haven, CT 06511
Sonya Mills Director of Marketing 866-631-5556
Phone: 866-631-5556 http://www.continuity.net
Service Areas: Compliance, Contract/Vendor Management, Enterprise Risk Management (ERM)
4 First American Way | Santa Ana, CA 92707
Phone: 714-250-6383 http://www.corelogic.com
Service Areas: Lending, Mortgages, Compliance
330 East Jefferson Boulevard | South Bend, IN 46601
Mark Taylor Partner 630-575-4335
http://www.crowehorwath.com
1100 Clinton Road | Jackson, MI 49202
Catherine Molden Business Development Manager 517-841-4154
Phone: 888-766-1576 | Fax: 517-784-3737 http://www.cu-rx.com
PO Box 2329 | Cinnaminson, NJ 08077
Jerry Farese CEO 941-242-5058
http://www.cu-solutions.com/
Service Areas: Auto Recovery, Auto Remarketing, Compliance
P.O. Box 3108 | Tallahassee, FL 32315
Rock Carter President
Phone: 866-949-6220 | Fax: 303-552-9195 http://www.cuvm.org
Service Areas: Compliance, Contract/Vendor Management
Devon A. Kinnard, Esq. Shareholder & Director 617-589-3858
Phone: 6175893858 | Fax: 6173053158 http://www.DavisMalm.com
Service Areas: Compliance, Legal Services, Mergers
305 West Big Beaver Road | Troy, MI 48084
Robin D. Hoag, CPA, CGMA, CMC Shareholder, Financial Institutions Group (248) 244-3242
Phone: 2482443242 | Fax: 2482736842 http://doeren.com
Service Areas: Audit/CPA, Compliance, Mergers
For more than 40 years, our Financial Institutions Group has dedicated itself to the industry serving hundreds of credit unions across the nation with effective external and internal auditing, IT assurance and cybersecurity, lending portfolio reviews, mergers and collaborations, and other advisory services. Drawing on our experience, we apply our expertise to assist in assessing opportunities, managing risk and delivering value to credit union stakeholders.
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
475 Anton Blvd | Costa Mesa, CA 92626
Lisa Bonenfant Vice President, Sales 508-618-1320
Phone: 8884141120 http://www.experian.com/credit-unions/credit-unions.html
Service Areas: Lending, Compliance, Enterprise Risk Management (ERM)
230 West Street, Suite 700 | Columbus, OH 43215
Scott H. Runyan Director 614-947-5272
Phone: 6144735272 http://gbq.com/
With over 219 associates and offices in Ohio and Indiana, GBQ provides proactive audit, compliance, IT and management consulting services to the credit union industry. We have a team of professionals that exclusively serves credit unions, offering a diversity of expertise, background and education to our clients. At GBQ we empower the growth of our Credit Union clients.
10940 NE 33rd Pl #100 | Bellevue, WA 98004
Roger A. Jones, CPA Partner 4258891778
Phone: 2318182258 http://www.jonesandsas.com/
Hauser Jones & Sas was established to serve the audit, tax and regulatory compliance needs of credit unions. Service to community runs through our veins, and with that comes a deep sense of appreciation and responsibility to serve our clients with honesty, integrity, and accountability. For 35 years and counting, we have helped credit unions of all sizes to be successful while helping the people who manage and oversee credit unions to thrive in their positions. We currently serve more than 50 credit unions throughout Washington, Oregon, Idaho, Montana, Alaska, and Northern California. If you value industry expertise and a close, professional, working relationship with a proven team, then we are the audit, compliance, and consulting firm for you. Our audit and internal audit teams have extensive experience in serving credit unions in lending, deposit operations and in complex reporting and accounting issues. We recognize that expertise and experience alone are not enough to build a successful client-auditor relationship. There has to be trust and open communication. Our culture provides a competitive edge that allows us to build strong client relationships and attract the top professionals and knowledgeable workers to serve you better.
Tumi Oluyole Senior Manager 402-390-2480
Phone: 4023902480 http://www.hayes-cpa.com/
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
233 Needham St Ste 300 | Newton, MA 02464
Paul Tucker Regional Manager
http://www.hiteclabs-us.com
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
28500 Clemens Rd | Westlake, OH 44145
Michelle Harbinak Shapiro Marketing Manager 440-788-5000
Phone: 440-788-5000 | Fax: 440-788-5100 http://onbase.com
Service Areas: Check 21, Mortgage Processing, Document Imaging, Compliance, Contract/Vendor Management
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.
Jim Mitchell VP of Sales
http://www.idology.com
8745 Henderson Road, Suite 300 | Tampa, FL 33634
Jonathan DeMayo Business Development Specialist 813-880-5276
Phone: 813-880-5276 | Fax: 813-890-6411 http://www.investfinancial.com
Service Areas: Financial Literacy, Member Estate Planning, Member Financial Planning, Member Insurance, Compliance
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
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
7380 Sand Lake Road Suite 500 | Orlando, FL 32819
Joshua Schafer Vice President - Operations
http://www.langanenterprises.com
100 Superior Plaza Way Suite 200 | Superior, CO 80027
Scott Kline Sales Representative
http://www.stillsecure.com
804 Moorefield Park Drive, Suite 102 | Richmond, VA 23236
Tracy Marks President 804-977-2393
Phone: 8049772393 http://www.lenderselectmortgage.com
Service Areas: Mortgage Processing, Mortgages, Compliance
LenderSelect Mortgage Group is a full-service mortgage provider committed to empowering community lenders with the necessary tools for growing a profitable mortgage platform. As a Fannie Mae, Freddie Mac and Ginnie Mae approved lender, LenderSelect’s collaborative approach offers community lenders the benefits of directly offering mortgages, without increased overhead costs or risk. Customized to individual community lender needs, LenderSelect’s model offers financial institutions maximum return on their investment by increasing borrower retention, production and profitability, while ensuring compliance oversight.
801 West Cherry St. Suite 100 | Sunbury, OH 43074
Steve Lillie Partner 740-965-2294
Phone: 7409652294 | Fax: 7409651891 http://www.lilliecpa.com
Lillie & Company was founded in 2003 to serve credit unions as an industry-specific audit firm. The value of partnerships is our deep knowledge of the credit union industry. In addition to providing quality audits, we take a holistic view of your credit union and offer expert advice and consulting services to help your business thrive. In addition to our core services of annual and compliance auditing, we can assist you with mergers, field of membership expansions, defined benefits packages, ALM & AML model validations, balance sheet optimization, and much more. Contact us and we’ll be happy to discuss your needs.
260 Wekiva Springs Road Suite 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
80 Madien Lane Suite 1401 | New York, NY 10038
David McCraw Director 212-233-1250
Phone: 2122331250 | Fax: 2122332265 http://www.miacanalytics.com
Service Areas: Mortgages, Asset/Liability Management (ALM), Compliance
Level 4 / 33 Pirie Street | Adelaide, SA 5000
Donald Halley Sales
Phone: 8886643671 http://www.mycarms.com.au
Service Areas: Compliance, Enterprise Risk Management (ERM)
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/
1208 Stone Falls Way | Great Falls, VA 22066
Debbie Graham Account Executive
Phone: 877-925-7272 | Fax: 949-759-9406 www.para-protect.com
1020 SW Taylor Street | portland, OR 97209
Phone: 503-477-1702 https://paylynxs.com
Service Areas: Technology, Virtualization/Cloud Services, Compliance
1720 I Street, NW Suite 550 | Washington, DC 20006
Kristen Zarcadoolas Managing Director
http://www.pivotgroup.net
1500 NW 118th St | Des Moines, IA 50325
Justin Hupfer CEO
Phone: 515-221-3004 | Fax: 515-221-3010 http://www.policyworksllc.com
Phone: 4043734008 | Fax: 8887095723 http://poolehuffman.com/
Service Areas: Collections, Compliance, Legal Services
Deanna Grady Director of Security Sales & Marketing
Phone: 8056846858 http://www.redspin.com
44 Montgomery St. Suite 3900 | 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.
P.O. Box 3146 | Orlando, FL 32802
David Jones President
Phone: 4074255500 | Fax: 4074230554
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
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
1310 RR 620 South, Suite B-199 | Lakeway, TX 78734
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.
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
330 East Main St | Muncie, IN 47305
Michael G Whisler Partner 765-289-7951
Phone: 7652897951 | Fax: 7657470718 http://www.scsew.com
Michael Graham President 915-598-8885
Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments
8575 W. 110th Street, Suite 220 | Overland Park, KS 66210
Tony Ferris Partner
Phone: 913-890-8001 http://www.rochdalegroup.com
Service Areas: Lending, Compliance, Enterprise Risk Management (ERM), Strategic Planning
28 E. Rahn Road, Suite #200 | Dayton, OH 45429
Ron Stickelman Chairman 866-787-5111
Phone: 9373183340 | Fax: 8667875112 http://www.trunion.net
Service Areas: Mortgages, Compliance, Contract/Vendor Management
100 North First Street Suite 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.
3419 Cross Timbers Road, Suite 102 | Flower Mound, TX 75028
Clint Cornett CEO
Phone: 972-996-3206 | Fax: 972-691-4032 http://valutracsoftware.com
1201 Grand Avenue, Suite 5 | Billings, MT 59102
Dana Bowers CEO/Founder & Board Member 270-304-3550
Phone: 2705065140 | Fax: 4063259738 https://www.venminder.com/
Service Areas: Technology Consulting, Compliance, Contract/Vendor Management
570 Newfoundland Drive | St. Johns, NL A1A 5B1
Frank Healey
Phone: 709-368-9985 http://www.verafin.com
Phone: 2028610020 http://www.watkinsconsulting.com
Service Areas: Operations, Compliance, Consulting