Remember Me
Register | Forgot Password?

Buyer's Guide


Browse Suppliers

Not Listed? Update Your Company Information.

Platinum Suppliers

DDJ Myers, Ltd. Dollar Associates, LLC Hauser Jones & Sas Lillie & Company OM Financial Group

CBA Capital Partners Ltd.

95 Mortimer Street, Suite 26 | London, VA

Phone: 2071933452

Service Areas: Asset/Liability Management (ALM), Consulting, Mergers

Return to Top

CUSTOMatrix, Inc.

4740 Mission Gorge Place No. 400640 | San Diego, CA 92120

Eric Chriss

Service Areas: Board Education, Executive Benefits & Compensation, Mergers

Return to Top

Davis, Malm & D'Agostine, P.C.

One Boston Place 37th Floor | Boston, MA 2108

Devon A. Kinnard, Esq.
Shareholder & Director

Phone: 6175893858 | Fax: 6173053158

Service Areas: Compliance, Legal Services, Mergers

Return to Top

DDJ Myers, Ltd.

4340 E. Indian School Rd, Ste. 21-472 | Phoenix, AZ 85018

Deedee Myers
Chief Executive Officer

Phone: (800) 574-8877 | Fax: 6024806486

Service Areas: Board Education, Executive Recruitment, Mergers

DDJ Myers is a recognized champion for successful credit union leadership. With over 30 years of experience, they have built an array of exemplary products and services for board development and governance, strategic planning, executive search, compensation, and succession planning. Their seasoned team of facilitators are known as industry-thought leaders and often speak at conferences nationwide on various topics, including proactive board recruitment, transformative culture change, and developing mid-level talent to be the champions and protagonists of change. A bold and forward-thinking approach provides the basis for producing innovative yet practical solutions for our clients and the industry.

Return to Top

Dollar Associates, LLC

194 Narrows Dr. Ste. 104 | Birmingham, AL 35242

Dennis Dollar

Phone: (205) 991-1525

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.

Return to Top

Feldman Financial Advisors, Inc.

1001 Connecticut Avenue, NW Suite 840 | Washington, DC 20036-5531

Peter Williams

Phone: 2024676862

Service Areas: Consulting, Mergers, Strategic Planning

Return to Top

Hauser Jones & Sas

10940 Ne. 33rd Pl. 100 | Bellevue, WA 98004

Roger A. Jones, CPA

Phone: (425) 890-4932

Service Areas: Audit/CPA, Compliance, Mergers

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.

Return to Top

Howard & Howard Attorneys PLLC

450 W. 4th St. | Royal Oak, MI 48067

Steve Van Beek

Phone: 248-723-0521

Service Areas: Employee Training, Compliance, Consulting, Legal Services, Mergers

Return to Top

Lillie & Company

P.O. Box 570 | Sunbury, OH 43074

Steve Lillie

Phone: (740) 965-2294 | Fax: 7409651891

Service Areas: Audit/CPA, Compliance, Mergers

Lillie & Company was founded in 2003 to serve credit unions as an industry-specific audit firm. Our deep knowledge of the credit union industry and large network of credit union professionals augments your management team and expands your resources. 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.

Return to Top

Nice Enterprises Inc.

P.O. Box 499 11394 Country Road 11 | Kremmling, CO 80459

Ron C. Nice
President & CEO

Service Areas: Board Education, Consulting, Mergers, Strategic Planning

Return to Top

OM Financial Group

101 Federal St. Ste. 800 | Boston, MA 2110

Morgan McKinney
Executive Benefit Consultant

Phone: (918) 315-0960

Service Areas: Employee Benefits & Compensation, Mergers

OM Financial Group is an executive benefit consulting firm that specializes in providing sound advice to credit unions about Supplemental Executive Retirements Plans (SERPs) for their key executives. OM pioneered Collateral Assignment Split Dollar (SERP) programs for the credit union industry and continues to specialize in helping credit unions offer competitive and cost-effective employee benefit solutions. We believe that a relationship-driven approach with each of our clients ensures we fully understand their individual needs. Our goal is to educate credit union executives and their boards, so they are able to make informed financial decisions that are in the best interest of their credit union for years to come.

Return to Top


28202 Cabot Road, Suite 225 | Laguna Niguel, CA 92677

Carl Meiswinkel

Phone: 9493477700 | Fax: 9493477701

Service Areas: Lending, Mortgages, Consulting, Enterprise Risk Management (ERM), Mergers

Return to Top

Pence and MacMillan LLC

129 East Carlson | Cheyenne, WY 82009

Phone: 3076380386

Service Areas: Legal Services, Mergers, Strategic Planning

Return to Top

RPC CPAs + Consultants

2700 San Pedro NE | Albuquerque, NM 87110

Kevin J. Koval, CPA, CFP, ABV
Senior Manager

Service Areas: Audit/CPA, Consulting, Mergers

Return to Top

Samaha & Associates, Inc.

650 West Ave., Unit 3011 | Miami Beach, FL 33141

Sabeh F. Samaha

Phone: 8557726242

Service Areas: Technology Consulting, Contract/Vendor Management, Mergers

Return to Top

The Strawhecker Group

11605 Miracle Hills Dr | Omaha, NE 68154

Phone: 402-964-2617

Service Areas: Market Research, Consulting, Mergers

Return to Top

Wilary Winn LLC

55 East 5th Street | Saint Paul, MN 55101

Phone: 651-224-1200

Service Areas: Asset/Liability Management (ALM), Consulting, Mergers

Return to Top
Platinum Suppliers   |   Get Listed
Copyright © 2022 Callahan & Associates, Inc. All rights reserved.