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95 Mortimer Street, Suite 26 | London, VA
Service Areas: Asset/Liability Management (ALM), Consulting, Mergers
4740 Mission Gorge Place No. 400640 | San Diego, CA 92120
Service Areas: Board Education, Executive Benefits & Compensation, Mergers
One Boston Place 37th Floor | Boston, MA 2108
Devon A. Kinnard, Esq.
Shareholder & Director
Phone: 6175893858 | Fax: 6173053158
Service Areas: Compliance, Legal Services, Mergers
4340 E. Indian School Rd, Ste. 21-472 | Phoenix, AZ 85018
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.
194 Narrows Dr. Ste. 104 | Birmingham, AL 35242
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.
1001 Connecticut Avenue, NW Suite 840 | Washington, DC 20036-5531
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.
450 W. 4th St. | Royal Oak, MI 48067
Steve Van Beek
Service Areas: Employee Training, Compliance, Consulting, Legal Services, Mergers
P.O. Box 570 | Sunbury, OH 43074
Phone: (740) 965-2294 | Fax: 7409651891
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.
P.O. Box 499 11394 Country Road 11 | Kremmling, CO 80459
Ron C. Nice
President & CEO
Service Areas: Board Education, Consulting, Mergers, Strategic Planning
101 Federal St. Ste. 800 | Boston, MA 2110
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.
28202 Cabot Road, Suite 225 | Laguna Niguel, CA 92677
Phone: 9493477700 | Fax: 9493477701
Service Areas: Lending, Mortgages, Consulting, Enterprise Risk Management (ERM), Mergers
129 East Carlson | Cheyenne, WY 82009
Service Areas: Legal Services, Mergers, Strategic Planning
2700 San Pedro NE | Albuquerque, NM 87110
Kevin J. Koval, CPA, CFP, ABV
Service Areas: Audit/CPA, Consulting, Mergers
650 West Ave., Unit 3011 | 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