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Strategic Planning

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Platinum Suppliers

C. Myers Corporation Callahan & Associates, Inc. CU Engage Dollar Associates, LLC Filene Research Institute Humanidei + O'Rourke Lending Solutions Consulting, Inc Mitchell, Stankovic & Associates Rock Creek Management Advisors Strategic Resource Management (SRM)

ABRAMS & ASSOCIATES CONSULTING, INC

6303 Owensmouth Avenue, 10th floor | Woodland Hills, CA 91367

Stan Abrams
President

Phone: 8189362625

Service Areas: Strategic Planning

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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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Aho Consulting Group

4020 N. MacArthur Blvd. #122-331 | Irving, NV 75038

Jim Aho
President

http://www.ahoconsulting.com

Service Areas: Strategic Planning

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BSG Solutions Group

750 B Street Suite 3300 | San Diego, CA 92101

Alan Thompson
Senior Managing Partner

Phone: 7604646829
http://www.banksolutionsgroup.com/

Service Areas: Consulting, Contract/Vendor Management, Strategic Planning

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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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C. Myers Corporation

8222 S. 48th St. Ste. 275 | Phoenix, AZ 85044

Amanda Hohimer
Vice President
602-840-0606

Phone: (800) 238-7475
http://www.cmyers.com

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

C. myers helps financial institution decision-makers uncover opportunities and continuously optimize their business models. Their depth and range of experience in linking strategy, talent, desired financial performance, and successful execution enables them to work with their clients as strategic collaborators. They have the experience of working with over 600 financial institutions, including 200+ of those over $1 billion in assets. C. myers helps financial institutions think to differentiate and drive better decisions through Strategic Planning and Business Model Optimization, Strategic Solutions and Implementation, Strategic Leadership Development, Real-Time ALM and Financial Planning, Education, and Thought Leadership

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CafeGive

7616 NW Thompson Road | Portland, OR 97229

Alan Robinson
Director of Marketing and Business Development
503-880-7930

Phone: 503-880-7930 | Fax: 503-880-7930
http://info.cafegive.com/Guide_10_Ways_to_Turn_Millennials_into_Members

Service Areas: Branding, Public Relations, Social Media, 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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Capital Performance Group

1331 H Street | Washington, DC 20005

Phone: 2023377870
http://www.capitalperform.com

Service Areas: Board Education, Consulting, Strategic Planning

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CEO Advisory Group LLC

P.O. Box 5665 | Kent, WA 98064

Glenn Christensen
CEO Advisory Group

Phone: 2062195395
http://www.ceoadvisory.com

Service Areas: Strategic Planning

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CreditUnionStrategy.com

606 Federal Street | Milton, DE 19968

Michael Hudson
Founder & Principal
302-684-8727

Phone: 866-532-3968
http://www.CreditUnionStrategy.com

Service Areas: Strategic Planning

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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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CU Benefits Alliance, LLC

451 Division St NE | Salem, OR 97301

John Harris
CEO
(972) 347-4500

Phone: (877) 674-7555
https://cubenefitsalliance.com/

Service Areas: Employee Benefits & Compensation, Consulting, Strategic Planning

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CU Engage

450 Carillon Pkwy. Ste. 130 | Saint Petersburg, FL 33701

Jennifer Addabbo
Co-Founder and CEO
727-698-9973

Phone: (727) 698-9973
http://www.cuengage.com/consulting

Service Areas: Consulting, Contract/Vendor Management, Strategic Planning

The team at CU Engage is a blend of consultants, educators, matchmakers, integrators and advocates. The only credit union consultancy recognized by INC, we are laser-focused on guiding our credit union clients through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. CU Engage has completed over 410 credit union projects and negotiated over 2 Billion in savings and incentives for our clients and our projects are as unique as the clients we serve. Let’s Engage! www.cuengage.com

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CU Financial Services

PO Box 1053 | Portland, ME 04104

Alan Theriault
President

Phone: 800-649-2741 | Fax: 202-478-0935
http://www.cufinancial.com

Service Areas: Strategic Planning

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CU Lending Advice, LLC

PO Box 82 | Euless, TX 76039

Brett Christensen
Lending Trainer/Consultant

http://culendingadvice.com/

Service Areas: Business Lending, Lending, Strategic Planning

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CU Realty

500 Main Street | New Brighton, MN 55112

Donald R. Anderson
CEO

Phone: 6517879555 | Fax: 6517879577
http://www.cucompanies.com

Service Areas: Employee Incentive Programs, Mortgages, Strategic Planning

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D. Michael Riley & Associates

P.O. Box 150 | Middleburg, VA 20117

D. Michael Riley
President

Service Areas: Strategic Planning

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Data Based Marketing

354 Pacific St # 110 | San Luis Obispo, CA 93401

Dave Dawson
President
805-545-5460

Phone: 805-545-5460
http://www.dbmkt.com

Service Areas: Advertising, Market Research, Strategic Planning

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Davis & Company

8616 South Meadow Creek Drive | Highlands Ranch, CO 80126

Tom Davis
CEO

Phone: 3037915141 | Fax: 3037915102
http://www.daviscompany.net

Service Areas: HR, Strategic Planning

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DEI Incorporated

1550 Kemper Meadow Dr. | Cincinnati, OH 45240

Richard Grow
President & CEO

Phone: 5138255800 | Fax: 5138251947
http://www.dei-corp.com

Service Areas: Facility Design & Build, Strategic Planning

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Dollar Associates, LLC

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

Dennis Dollar
Partner
205-991-1525

Phone: (205) 991-1525
http://www.dollarassociates.com

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.

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Edge Consultancy LLC

6901 Jericho Turnpike, Suite 215 | Syosset, NY 11791

Carlos F Rodriguez
COO
305-726-6135

Phone: 5165285057
http://edgeconsultancyllc.com/

Service Areas: Consulting, Enterprise Risk Management (ERM), Strategic Planning

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Feldman Financial Advisors, Inc.

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

Peter Williams
Principal
202-467-6862

Phone: 2024676862
http://www.feldmanfinancial.com

Service Areas: Consulting, Mergers, Strategic Planning

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Filene Research Institute

1010 E. Washington St. Ste. 306 | Madison, WI 53703

Maureen McCrone
Membership Manager
6086613740

Phone: (608) 661-3740
http://filene.org/

Service Areas: Consulting, Credit Union Research, Strategic Planning

Filene Research Institute strengthens organizations through innovative research and incubation to improve consumer financial well-being. As an independent cooperative finance think tank, Filene's membership network connects a community of leaders and bright minds to change lives through innovation, truth and cooperation. In addition to delivering cutting-edge, actionable academic research, Filene also provides incubators to test and scale solutions, events to spark organizations into action and advisory services to help accelerate and implement innovation. For more information, visit filene.org and @fileneresearch.

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Foundry Commercial

2301 Sugar Bush Rd., Ste. 520 | Raleigh, NC 27612

Henry Carrison
Vice President
336-451-5949

Phone: 3364515949 | Fax: 3364515949
http://www.foundrycommercial.com

Service Areas: Branch Planning, REO Property Management, Strategic Planning

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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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GRFI Ltd./ The Frerichs Group

400 E. Randolph Suite 700 | Chicago, IL 60601

David Howorth
SVP, Sales & Marketing

http://www.grfiltd.com

Service Areas: Strategic Planning

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Guidon Performance Solutions

4320 E. Presidio Street #B-101 | Mesa, AZ 85215

Larry Mead
Vice President

Phone: 8669864414 | Fax: 4803576326
http://www.guidonps.com

Service Areas: Strategic Planning

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Health-Lync, LLC

2350 N UNiversity Drive #840108 | Pembroke Pines, FL 33084

Rani Guptar
CEO
954-655-9127

Phone: 9546559127

Service Areas: Operations, Consulting, Strategic Planning

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HRx

350 Honeysuckle Dr | Havana, FL 32333

Anita Stoumbelis
Senior Vice President, Human Resources

Phone: 866-834-4479 | Fax: 1-850-576-5368
http://www.hrx.net

Service Areas: HR, Recruitment, Strategic Planning

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Humanidei + O'Rourke

2855 E. Guasti Rd. Ste. 202 | Ontario, CA 91761

Jill Nowacki
President/CEO
800-394-1918

Phone: (800) 394-1918
https://humanidei.com/

Service Areas: Executive Recruitment, Consulting, Strategic Planning

Humanidei + O'Rourke have come together to form the single greatest asset for credit unions in the war for talent. We work with credit unions to develop human capital strategies that grow your business, attracting, developing, and retaining top talent that make credit unions top choices for employees and volunteers in today's world.

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Huttlinger Group, Inc.

131 Snoshone Ct | Danville, CA 94526

Corinne Huttlinger
President

Phone: 925-735-7319 | Fax: 925-735-7842

Service Areas: Strategic Planning

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ICONA

2501 Seaport Drive, Ste SH400 | Chester, PA 19013

Michael Cebrick
Manager, Corporate Sales
302-366-1055

https://icona.com

Service Areas: Employee Training, Business Continuity, Strategic Planning

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inFUSION Group

P.O. Box 1429 | Southgate, MI 48195

Jessica Richardson
Partner

Phone: 8772242429
http://www.in-fusiongroup.com

Service Areas: HR, Marketing, 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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Integrity Consultants Division of NITC, Inc.

1736 South 320 West | Orem, UT 84058

Dick Wilson
Executive Vice President

Phone: 800-238-6844 | Fax: 801-607-1554

Service Areas: 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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Kiran Analytics

5060 Shoreham Place | San Diego, CA 92122

Kerim Tumay
Vice President of Marketing
858-270-9950

Phone: 8582709950 | Fax: 8582709950
http://kiran.com

Service Areas: Branch Planning, Consulting, Strategic Planning

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Kollner Group, Inc

15332 Antioch Street, PMB #335 | Pacific Palisades, CA 90272

Phone: 3102303150
http://kollnergroup.com/

Service Areas: Board Education, Consulting, Strategic Planning

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Lending Solutions Consulting, Inc

180 W. Campbell St. | Arlington, IL 60005

Bill Hultstrand
Vice President, Business Development
2242866061

Phone: (877) 915-7675
http://www.rexcuadvice.com

Service Areas: Employee Training, Consulting, Strategic Planning

Lending Solutions Consulting, Inc. (LSCI) is the industry leader in providing training and consulting services to credit unions across North America. Rex Johnson founded the University of Lending, a comprehensive five-day lending school in 1996. He and his team of experts have since trained over 50,000 credit union employees, helping credit unions achieve dramatic improvements in their loan yields, ROAs, and member service practices. In addition to the University of Lending, LSCI offers onsite consulting, portfolio analysis, and our newest service; Smart Loan Audit

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Mark H. Smith, Inc.

2860 West 4700 South, Suite D | Salt Lake City, UT 84129

Cynthia Walker
CEO
800-268-7795

Phone: 8019638464 | Fax: 8019638470
http://www.markhsmith.com/

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

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Matthews, Young -- Management Consulting

109 L Millstone Drive | Hilllsborough, NC 27278

Tim O'Rourke
CEO

http://matthewsyoung.com

Service Areas: Strategic Planning

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Meridian Economics LLC

1940 Paris Ave | Plano, TX 75025

Brian Turner
President, Chief Economist
972-740-9531

Phone: 972-740-9531
http://www.Meridian-ally.com

Service Areas: Asset/Liability Management (ALM), Enterprise Risk Management (ERM), Strategic Planning

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Mitchell, Stankovic & Associates

P.O. Box 60949 | Boulder City, NV 89006

Susan Mitchell
CEO
855-362-2002

Phone: (855) 362-2002 | Fax: 8553622002
http://www.mitchellstankovic.com

Service Areas: Board Education, Executive Recruitment, Strategic Planning

Mitchell, Stankovic & Associates (MSA) mission is to stand up for issues that will make a difference to a diverse world of people, the bottom line for credit unions and change member lives globally. Clients glow when asked about MSA because they know what a partnership truly means – working together to achieve financial democracy. MSA believes that credit unions have a social purpose, and its advisory services emphasize doing the right thing as good business, garnering sustainable growth and relevance within the market. From CEO Leadership Transitions to Strategic Planning and Director Advisory Services to Modernizing Board Governance, MSA consulting practice has 25 year clients who have become champions to encourage new clients from all over the world. Serial entrepreneurs, MSA consultants have founded industry initiatives like the Underground Movement, Global Women’s Leadership Network, CU Pride, HRD Network and they volunteer on governing bodies of Worldwide Foundation and Credit Union DEI Collective.

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Momentum

1520 4th Ave. Ste. 300 | Seattle, WA 98101

Mark Alguard, LEED AP BD+C
Senior Director of Strategic Services
206-787-8095

Phone: 2067878095 | Fax: 2062671901
http://www.momentumbuilds.com/

Service Areas: Branch Planning, Facility Design & Build, Strategic Planning

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Next Branch Strategies

7407 Honeywell LN | Bethesda, VA 20814

David Faulkner
Managing Director
240-271-3502

Phone: 2402713502
http://nextbranchstrategies.com

Service Areas: Branch Planning, Branching, Strategic Planning

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Nice Enterprises Inc.

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

Ron C. Nice
President & CEO
303-980-8100

http://www.trynice.com/

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

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Pence and MacMillan LLC

129 East Carlson | Cheyenne, WY 82009

Phone: 3076380386
http://www.penceandmac.com

Service Areas: Legal Services, Mergers, Strategic Planning

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Pephens & Co., Inc.

501 N. El Camino Real Suite 200 | San Clemente, CA 92672

Laura Pephens
Managing Principal

http://www.pephensco.com

Service Areas: Strategic Planning

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PYA

2220 Sutherland Avenue | Knoxville, TN 37919

Mike Shamblin
Managing Principal of Audit & Assurance Services

Phone: 800-270-9629
http://www.pyapc.com

Service Areas: Audit/CPA, Consulting, Strategic Planning

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Raddon Financial Group

701 East 22nd Street Suite 400 | Lombard, IL 60148-5095

Dan McGowan
Marketing Director

Phone: 800-827-3500 | Fax: 630-792-8700
http://www.raddon.com

Service Areas: CRM/MRM, Credit Union Research, Strategic Planning

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Reflection Point Research, LLC

12811 SE 243rd St | Kent, WA 98031

Glenn Christensen
President/CEO

Phone: 253.638.9486 | Fax: 253.239.1415
http://www.reflectionpoint.com

Service Areas: Strategic Planning

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RNET Financial Technology Consulting

1831 Monterey Blvd | Hermosa Beach, CA 90254

Robert Arnett
CEO
310-318-6593

Phone: 310-318-6593
http://rnetconsulting.com

Service Areas: Technology Consulting, Consulting, Strategic Planning

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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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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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Strategic Resource Management (SRM)

5100 Poplar Ave. Ste. 2500 | Memphis, TN 38137

Benjamin Mrva
EVP, Business Development
9016810204

Phone: (901) 681-0204
http://www.srmcorp.com/

Service Areas: Card Portfolio Management, Technology Consulting, Strategic Planning

Strategic Resource Management (SRM) has been chosen by more than 1,050 financial institutions to advise in payments, digital banking, core processing, and operational efficiencies ; unlocking billions in value for our clients along the way. How may we help you?

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Strunk & Associates, L.P.

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

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Tactics Consulting

Marc Mikkelson
President

Phone: 4357706453
https://www.tacticscu.com

Service Areas: Marketing, Website Design, Strategic Planning

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TAG

2300 Clarendon Blvd Ste 601 | Arlington, VA 22201

Judy Sandberg
Director

www.877tagline.com

Service Areas: Strategic Planning

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TEAM Resources

2665 North Indian Ridge Drive | Tucson, AZ 85715

TIM HARRINGTON
President

Phone: 800.788.9542 | Fax: 520.290.8378
http://www.forteamresources.com

Service Areas: Strategic Planning

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Technadigm

10498 Doral Dr | Cedar Hills, UT 84062

Robert Lindsay
Chief Operating Officer
801-803-8143

Phone: 801-803-8143
http://www.technadigm.com

Service Areas: Business Continuity, Contract/Vendor Management, Strategic Planning

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The Rochdale Group, Inc.

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

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TwoScore

400 Leap Road #473 | Hilliard, OH 43026

Amanda Thomas
Founder & President
833-896-7267

Phone: 833-896-7267
https://twoscore.com/

Service Areas: Advertising, Marketing, Strategic Planning

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