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95 Mortimer Street, Suite 26 | London
Service Areas: Asset/Liability Management (ALM), Consulting, Mergers
Service Areas: Board Education, Executive Benefits & Compensation, Mergers
Devon A. Kinnard, Esq.
Shareholder & Director
Phone: 6175893858 | Fax: 6173053158
Service Areas: Compliance, Legal Services, Mergers
305 West Big Beaver Road | Troy, MI 48084
Robin D. Hoag, CPA, CGMA, CMC
Shareholder, Financial Institutions Group
Phone: 2482443242 | Fax: 2482736842
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.
5511 Highway 280
Suite 224 | Birmingham, AL 35242
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.
1001 Connecticut Avenue, NW
Suite 840 | Washington, DC 20036-5531
450 W. 4th St. | Royal Oak, MI 48067
Steve Van Beek
Service Areas: Employee Training, Compliance, Consulting, Legal Services, Mergers
801 West Cherry St.
Suite 100 | Sunbury, OH 43074
Phone: 7409652294 | Fax: 7409651891
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.
11394 County Road 11 | Kremmling, CO 80459
Ron C. Nice
President & CEO
Service Areas: Board Education, Consulting, Mergers, Strategic Planning
Phone: 9493477700 | Fax: 9493477701
Service Areas: Lending, Mortgages, Consulting, Enterprise Risk Management (ERM), Mergers
Service Areas: Legal Services, Mergers, Strategic Planning
Kevin J. Koval, CPA, CFP, ABV
Service Areas: Audit/CPA, Consulting, Mergers
6538 Collins Ave., Unit 235 | Miami Beach, FL 33141
Sabeh F. Samaha
Service Areas: Technology Consulting, Contract/Vendor Management, Mergers
11605 Miracle Hills Dr | Omaha, NE 68154
Service Areas: Market Research, Consulting, Mergers
55 East 5th Street | Saint Paul, MN 55101
P: (800) 446-7453 | F: (800) 878-4712
1001 Connecticut Ave. NW Suite 1001
Washington, DC 20036