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Performance Benchmarking

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Callahan & Associates, Inc. Cornerstone Advisors, Inc. Equifax Inc. Rock Creek Management Advisors SmartStep Solutions

Accelerant Performance Solutions

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

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Aux

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

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Black Knight Financial Services

601 Riverside Ave | Jacksonville, FL 32204

Marketing
Black Knight Financial Services
866-964-8343

Phone: 866-964-8343 | Fax: 949-313-9034
http://blackknightdna.com

Service Areas: Mortgages, Direct Marketing, Market Research, Performance Benchmarking

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Business Evolutions, Inc.

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

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Callahan & Associates, Inc.

1001 Connecticut Ave., NW Suite 1001 | Washington, DC 20036

Katy Slater
Marketing Manager
202-223-3920

Phone: 2022233920
http://www.callahan.com

Service Areas: Credit Union Research, Performance Benchmarking, Strategic Planning

Callahan & Associates is dedicated to helping the credit union industry thrive. Our team of experts provides leading research, analytics, networking and consulting solutions. More than 4,000 credit unions and industry suppliers rely on us for the latest data, actionable insights, and benchmarking tools to develop their unique competitive advantages and achieve their strategic goals. Our 30-year history has enabled us to build an unparalleled knowledge transfer consortium which connects the industry’s best minds.

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CFI Group

625 Avis Drive | Ann Arbor, MI 48108

Kirsten Parker
Marketing Manager
734-930-9090

Fax: 7349300911
http://www.cfigroup.com

Service Areas: Market Research, Membership Surveys, Performance Benchmarking

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Cornerstone Advisors, Inc.

7272 E. Indian School Rd. 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.

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Crews & Associates Inc

First Security Center521 President Clifton Ave., Ste 800 | Little Rock, AR 72201

Morgan McKinney
Fixed Income Sales
(501)907-2000

Phone: 8007662000
http://www.crewsfs.com/

Service Areas: Institutional Investments, Performance Benchmarking, Strategic Planning

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Equifax Inc.

1201 W. Peachtree St. | Atlanta, GA 30309

Aaron Long
VP, Financial Services Group
978-658-5910

Phone: (407) 895-9484
http://www.equifax.com/business/solutions-credit-unions

Service Areas: Lending, Marketing, Performance Benchmarking

Equifax helps credit unions optimize member household growth across all product types and at every stage of the household lifecycle to help you identify and retain more members, find and close high quality loans, and better assess account risk to minimize exposure and losses. For more information, visit www.equifax.com/business/solutions-credit-unions or call 1-800-879-1025.

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Glatt Consulting Group, Inc.

5602 Harvest Grove Ln | Wilmington, NC 28409

Thomas Glatt
Strategy Consultant

Phone: 888-217-5988 | Fax: 888-217-5988
http://www.glattconsulting.com

Service Areas: Credit Union Research, Performance Benchmarking, Strategic Planning

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Institute for Strategic Learning, LLC

1010 Sir Barton Court | Naperville, IL 60540

John Redding
President

http://www.creditunionplanning.com

Service Areas: Credit Union Research, Performance Benchmarking, Strategic Planning

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Khorus

8012 Bee Cave Rd | Austin, TX 78746

Thomas Scanland
VP of Strategic Accounts
512-423-2525

Phone: 512-423-2525
http://www.khorus.com

Service Areas: Technology Consulting, Performance Benchmarking, Strategic Planning

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Member Loyalty Group LLC

1825 N Winnebago Ste.301 | Chicago, IL 60647

Michelle Bloedorn
CEO
773-252-4901

Phone: 7732524901
http://www.memberloyaltygroup.com

Service Areas: Loyalty/Reward Programs, Membership Surveys, Performance Benchmarking

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Rock Creek Management Advisors

4203 Kimbrelee Ct. | Alexandria, VA 22309

Stephen Breed
CEO
(202) 497-2982

Phone: (202) 497-2982
http://www.rockcreekmanagement.com/

Service Areas: Consulting, Performance Benchmarking, Strategic Planning

Rock Creek Management Advisors provides consulting services to credit unions in areas including but not limited to strategic planning, corporate culture, cultural alignment, digital optimization, performance metrics, loan growth, deposit growth, process reengineering, organizational structure, balanced scorecard implementation, matrix structures, business development, branch optimization, SEG development, credit card programs, mortgage lending, consumer lending, operational efficiency, engaged service models, and competitive differentiation. All such services are aimed at increasing both effectiveness and efficiency to achieve a WIN-WIN scenario for the credit union and its members.

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SmartStep Solutions

701 N. Hwy. 281 Ste. E-388 | Marble Falls, TX 78654

Michael Brascom
CEO

Phone: (512) 428-4251
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.

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Solver, Inc.

10780 Santa Monica Blvd, Ste 370 | Los Angeles, CA 90025

Daniel Havey
Financial Services Practice Director
919-628-6275

http://www.solverglobal.com

Service Areas: Asset/Liability Management (ALM), Performance Benchmarking, Strategic Planning

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Verdafero Inc

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

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Verian

1245 Rosemont Dr. | Fort Mill, SC 29707

Dipa
Mehta
704-602-3372

Phone: 704-547-7301
http://www.verian.com

Service Areas: Virtualization/Cloud Services, Contract/Vendor Management, Performance Benchmarking

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