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HR & Training

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Platinum Suppliers

Brick & Associates, Inc. Business Alliance Financial Services, LLC CU Recovery CU Solutions Group CU Strategic Planning CUES DDJ Myers, Ltd. GreenPath Financial Wellness Humanidei + O'Rourke ICI Consulting, Inc. Lending Solutions Consulting, Inc Madison Investment Advisors OM Financial Group Oppenheimer & Co. Inc. SilverCloud, Inc. Support EXP The Baker Group, LP

Addvantage Group Staffing

14690 E. Kenyon Ave | Aurora, CO 80014

Joe Smith
President
800-695-7599

Phone: 800-695-7599 | Fax: 800-975-6544
http://www.addstaffing.com

Service Areas: Executive Recruitment, HR, Recruitment, Associations

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ALM First Financial Advisors

3800 Maple Ave., Ste. 600 | Dallas, TX 75219

Mike Ensweiler
Director of Business Development

http://www.almfirst.com

Service Areas: Board Education, Employee Training, Asset/Liability Management (ALM), Consulting, Institutional Investments

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AME Benefits

4588 Kettering Drive | Roswell, GA 30075

Tonya McKinnon
Dir Product Services

Phone: 770 642 9191 | Fax: 770 642 1580
http://www.amebenefits.com

Service Areas: Employee Incentive Programs

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Bauschke & Associates, Ltd.

1615 St. Mary's Road Suite 100 | Winnipeg, MB R2M3W8

Ray Bauschke
Managing Partner

Phone: 800-665-7776 | Fax: 888-441-6777
http://www.bauschke.com

Service Areas: HR

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BFB Gallagher

4600 Park Road, Suite 200 | Charlotte, NC 28209

Liz Santos
VP of Marketing and Business Development

Phone: 7043322265 | Fax: 7049980001
http://www.BFBbenefit.com

Service Areas: Executive Benefits & Compensation, Executive Recruitment, Asset/Liability Management (ALM), Institutional Insurance, Institutional Investments

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Bonadio & Co., LLP

171 Sully's Trail Suite 201 | Pittsford, NY 14534

Jeff Paille, CPA
Partner
585-249-2889

Phone: 585-249-2889 | Fax: 585-381-3131
http://www.bonadio.com/spotlights/credit-unions/

Service Areas: Board Education, Business Continuity, Audit/CPA, Compliance, Consulting

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Brandman University

1311 Taft Rd | Freeland, WA 98249

Rick Vander Kam
Coordinating Instructor
949-291-7743

https://www.brandman.edu/

Service Areas: Employee Training

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Brick & Associates, Inc.

1400 Abbott RoadSuite 105 | East Lansing, MI 48823-1900

Bridget C. Balesky
Vice President
(517) 332-7700

Phone: 8003328188
http://www.brickinc.com

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

B&A provides over 600 Credit Unions with ALM and Budgeting solutions and Consulting.  Second Opinion ALM Analyses are performed as well.  ALM analyses include instrument-level modeling of imported loans, shares and certs.  Investment imports with many bond accounting providers.  ALM Outsourcing Reports or the in-house CU/ALM-ware System include the NCUA’s NEV Supervisory Test, 5-year Income Simulation, NEV, Non-Maturity Share Valuation,  Contingency Funding Stress Tests, What-Ifs, Historical Key Ratios. CU/BUDGET-ware can produce Strategic Plans out to 5 years.  Annual Strategic Conferences, Board/ALCO Education, Papers, backtesting for validations, consulting, Model Policies: ALM, Investments, Liquidity, Concentration Risk and Contingency Funding Plan.  Investment Advisory Services by Brick Capital Management.

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Brown & Bigelow, Inc.

Regional Office 4101 Ravenswood Rd. #402 | Ft. Lauderdale, FL 33312

Jack Roberts
National Accounts
800-321-9235

Phone: 3217272594 | Fax: 8664024989
http://roberts.espwebsite.com

Service Areas: Employee Incentive Programs, Branding, Promotions/Incentives

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Business Alliance Financial Services, LLC

1500 North 19th Street Suite 600 | Monroe, LA 71201

Richard Guillot
President/CEO
318-387-1132

Phone: 3183871132 | Fax: 3183872221
http://bafsllc.com/

Service Areas: Employee Training, Business Lending, Technology

BAFS is a full-service CUSO that offers a daily, interactive and cost effective approach to establishing and maintaining a Commercial Loan Program utilizing both people and technology. Our intimate approach creates a working relationship that feels like you have your own in-house Commercial Loan Underwriting, Credit Administration, Loan Review, and Training departments; while our BLAST portal provides a state of the art Software as a Service platform to deliver exceptional products and services to the credit union's staff and members.

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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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Capital Integrated

14241 Midlothian Tpke., #502 | Midlothian, VA 23113

James Collins
CEO
800-213-1983

Phone: 8002131983
http://www.capitalintegrated.com

Service Areas: Employee Benefits & Compensation, Member Financial Planning, Member Retirement Planning

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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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Careington International

7400 Gaylord Parkway | Frisco, TX 75034

Mark Roberts
Manager of National Accounts
800-441-0380

Phone: 800-441-0380 | Fax: 877-335-7811
http://www.careington.com

Service Areas: Executive Benefits & Compensation, Member Insurance

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Carolyn Warden & Associates aka Shared Resources

6399 Stirrup Rd | Cincinnati, OH 45244

Phone: 7208411413
http://carolynwarden.com

Service Areas: Board Education, Employee Training, Consulting

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Cooke/Andres LLC

565 Telford Lane | Ramona, CA 92065

Rhonda Cooke
President/CEO

Phone: 7604409884
http://www.cookeandres.com/

Service Areas: Board Education, Employee Benefits & Compensation, Employee Incentive Programs, Executive Recruitment, Consulting

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CoreTrac, Inc.

8834 Capital Of Texas Hwy N | Austin, TX 78759

Bill Gibson
VP of Sales and Marketing
512-236-9120

Phone: 512-236-9120 | Fax: 512-236-9121
http://www.coretrac.com

Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, eMarketing, CRM/MRM

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Corporate Training Shop, Inc.

131 Long Lane | Upper Darby, PA 19082-3116

Diane Reynolds
President

http://www.corporatetrainingshop.com

Service Areas: Employee Incentive Programs

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Credit Union EduCruises

P.O. Box 28121 | Hoover, AL 35216

Lisa Townsend
Cruise Specialist

Phone: 2055233449
http://www.educruises.com

Service Areas: Employee Incentive Programs

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Credit Union Employee Healthcare Pool

3876 W Center View Way | West Jordan, UT 84084

Gary Lee Fischer
Credit Union Sales and Marketing
801-703-1130

Phone: 8017031130
http://www.cuehp.com

Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, HR

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Credit Union Employment Resources, Inc. (CUER)

4455 Lbj Freeway # 917 | Farmers Branch, TX 75244

Carmela McDermott
AVP-CUER

http://www.curesources.coop/cuer.html

Service Areas: Recruitment

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CRI Solutions, Inc.

6671-H Santa Barbara Rd | Elkridge, MD 21075

Jennifer Simon
VP of Sales & Account Management

Phone: 410-796-0908 | Fax: 410-964-9693
www.crisolutions.com

Service Areas: Employee Benefits & Compensation, Gap Insurance, Member Insurance, Online Account Opening, Online Loan Applications

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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 Hiring

3688 E Campus Drive, #150 | Eagle Mountain, UT 84045

Phone: 8016475234
http://www.cuhiring.com

Service Areas: HR, Recruitment, Technology

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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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CU Recovery

26263 Forest Blvd | Wyoming, MN 55092

Bryan Moffitt
VP of Business Development
877-505-7352

Phone: 800-377-1798
http://www.curecovery.com

Service Areas: Employee Training, Collections

CU Recovery, a PSCU Company, has worked with over 2700 credit unions nationwide as a full-service collection agency, providing delinquency management services and collections training exclusively for credit unions.  The Loan Service Center provides first-party collection services to minimize loan loss by managing early stage delinquency.

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CU Resources, Inc.

4455 LBJ Freeway, Suite 1100 | Plano, TX 75028

Bob Rehm
Vice President, Sales
(800) 442-5762

Phone: 8004425762
www.curesources.coop

Service Areas: Employee Training, Marketing, Print Materials, Audit/CPA, Consulting

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CU Solutions Group

38695 W. Seven Mile Road, Suite #200 | Livonia, MI 48152

Lisa C. Rizk
Chief Revenue Officer/COO, MCULSC
(800) 262-6285

Phone: 8002626285 | Fax: 8664754564
http://www.cusolutionsgroup.com/

Service Areas: HR, Member Services, Mobile & Online Services

CU Solutions Group serves the credit union industry through technology, marketing, performance and strategic advisory solutions. The organization is dedicated to helping its clients serve, grow and remain strong. Visit CUSolutionsGroup.com.

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CU Strategic Planning

535 Dock Street, Suite 209 | Tacoma, WA 98402

Mike Beall
Chief Strategic & Advocacy Officer
(253) 200-0418

Phone: 2532000418
http://www.creditunionstrategicplanning.com

Service Areas: Executive Recruitment, Direct Marketing, eMarketing, Market Research, Consulting

CU Strategic Planning works with credit unions that embrace their cooperative roots. We like to think of ourselves as a full-service strategy lab, helping credit unions realize their full potential, often by embracing a community development-oriented business model. Our services often start with strategic planning, can include research, development, and grant writing and run the gambit through the implementation of projects designed to expand services to members. 

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CUCollaborate

80 M Street SE, c/o WeWork | Washington, DC 20003

Sam Brownell
President
202-617-9581

Phone: 2026179581
http://cucollaborate.com/

Service Areas: Board Education, Technology Consulting, Consulting, Contract/Vendor Management

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CUES

P.O. Box 14167 | Madison, WI 53714-0167

Tony Hill
SVP/Chief Marketing Officer

http://www.cues.org

Service Areas: Board Education, Employee Training, Associations

CUES is an international membership association dedicated to the talent development of credit union CEOs, directors and future leaders. Our offerings - from our highly acclaimed institutes to an array of online services and progressive strategic solutions - are the premier professional development programs in industry today helping credit union leaders reach their greatest potential.

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CUES Directors Educational Forum

P.O. Box 14167 | Madison, WI 53714

Erin Templer
Director of Marketing

Phone: 800-252-2664 | Fax: 608-271-2303
http://www.cues.org

Service Areas: Board Education, Employee Training, Associations

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CUhire, Inc.

P.O. Box 47023 | Plymouth, MN 55447

Cara Buss
Sr. Partner

Phone: 888-994-4473
http://www.cuhire.com/

Service Areas: Recruitment

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CUNA Market Research

PO Box 431 | Madison, WI 53701-0431

Meg Jelak
Supervisor of Market Research Services

http://www.cuna.org

Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, Credit Union Research

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CUSTOMatrix, Inc.

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

Eric Chriss
CEO
858-240-5040

http://www.customatrix.com/

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

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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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DDJ Myers, Ltd.

4455 E. Camelback Rd. Ste. C138 | Phoenix, AZ 85018

Deedee Myers
Chief Executive Officer
602.840.9595

Phone: 8005748877 | Fax: 6024806486
http://ddjmyers.com

Service Areas: Executive Recruitment, Recruitment, Branding

DDJ Myers enhances the strategic execution capabilities of clients nationwide, including community banks, credit unions, insurance organizations, and nonprofits. The seasoned team of facilitators are known as industry-thought leaders and are sought after to speak at conferences nationwide on a variety of topics including, board dynamics, management alignment, transformative culture change, as well developing mid-level talent to be the champions and protagonists of change. Founded in the ‘80s as an executive search firm, DDJ Myers has been supporting high-performing organizations for more than 30 years with their executive development, succession planning, and strategic planning services. 

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Desjardins Matthews & Company

44 Water Oak Drive | Hilton Head Island, SC 29928

Richard Matthews
Board Member

Phone: 800-487-7628 | Fax: 810-268-1520
www.bushnellcompany.com

Service Areas: HR, Marketing, Online/Mobile Bill Pay

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Digital Benefit Advisors - Credit Union Services

200 Galleria Parkway Suite 1950 | Atlanta, GA 30339

David Martin
Managing Principal
773-562-8837

Phone: 8779041713
http://www.digitalbenefitadvisors.com/cuservices

Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, HR

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DWC Consultants

2220 Rocky Rapids Way | Eagan, MN 55122

Doug Hoefer
Consultant

Phone: 651-882-2100 | Fax: 651-882-2200
http://www.dwcconsultants.com

Service Areas: HR

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ECCHO

3710 Rawlins St. Suite 1075 | Dallas, TX 75219

Phone: 4064424994
https://www.eccho.org

Service Areas: Check 21, Employee Training, Operations

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Executive Leadership Institute LLC

20987 N. John Wayne Parkway, B104-156 | Maricopa, AZ 85238

Jim Rives
President & CEO

http://executiveleadershipinstitute.com/

Service Areas: Recruitment

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Fusion Performance Group Inc.

2328 Government Street 2nd Floor | Victoria, Canada, DE 12345

Warren Cederberg
General Manager

http://www.fusionperform.com

Service Areas: Employee Incentive Programs

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GCG Financial, Inc.

25017 Armstrong Lane | Plainfield, IL 60544

Derek Wright
Financial Consultant

Phone: 847.457.3150 | Fax: 847.457.3100
http://www.gcgonline.com

Service Areas: HR

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GreenPath Financial Wellness

36500 Corporate Drive | Farmington Hills, MI 48331

Mandy Meinecke
Manager of Business Development
248-994-8755

Phone: 2489948755
http://www.greenpath.org

Service Areas: Employee Benefits & Compensation, Financial Literacy

GreenPath Financial Wellness, a national non-profit since 1961, believes that everyone deserves the opportunity to pursue their dreams – whatever they may be. Financial wellness is fundamental to that opportunity. GreenPath has been working in collaboration with Credit Union National Association to serve America’s credit unions for more than 10 years, and has formal partnerships with over 500 credit unions across the country to empower financial health among their members.

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Haught Financial Group, Inc.

8833 Perimeter Park Boulevard | Jacksonville, FL 32216

Philip G. Haught
President

http://www.haughtfinancial.com/

Service Areas: HR

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Heber Fuger Wendin, Investment Advisors

36700 Woodward Ave., Suite 201 | Bloomfield Hills, MI 48304

David Barnes
Chairman, president & CEO
248-258-6866

Phone: 248-258-6866 | Fax: 248-258-9295
http://www.heberinvestments.com

Service Areas: Board Education, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting

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Hipereon, Inc.

4048 148th Ave Ne | Kirkland, WA 98033

Greg Devine
VP - Senior Account Manager
425-702-9389

http://www.hipereon.com

Service Areas: Board Education, Business Lending

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HLG Promotions Plus, Inc.

11 Oakwood Lane | Westport, CT 06880

Howard Greenberg
VP Sales

Phone: 203-222-8891 | Fax: 203-222-8446

Service Areas: Employee Incentive Programs

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Howard & Howard Attorneys PLLC

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

Steve Van Beek
Attorney
248-723-0521

Phone: 248-723-0521
http://www.howardandhoward.com/

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

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HR Value Group

1600 Aspen Commons Suite 230 | Middleton, WI 53562

Greg Fouks
Sr. Vice President, Executive Search

http://www.hrnonline.com

Service Areas: Recruitment

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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 Road, Suite 202 | Ontario, CA 91761

Jill Nowacki
President/CEO
800-394-1918

Phone: 8003941918
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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HumanResourceTools, Inc.

400-93 Lombard Avenue | Winnipeg, MB R3B 3B1

Cameron Eastman
Consultant

Phone: 800-665-7776 | Fax: 888-441-6777
http://www.humanresourcetools.com

Service Areas: HR

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ICI Consulting, Inc.

6033 Hector Road | McLean, VA 22101

Greg Schratwieser
President / CEO
800-729-8237

Phone: 7039151620
http://www.ici-consulting.com

Service Areas: Employee Training, Market Research, Compliance, Consulting, Contract/Vendor Management

Since 1994, ICI Consulting has advised Banks and Credit Unions on technology issues. ICI has assisted financial institutions evaluate and negotiate the following applications: Core Processing, Online and Mobile Banking, Check Processing, CRM, Loan Origination and all other back office areas. ICI offers the following consulting services: Assessments, Business Cases, Vendor Evaluations and Project Managing Conversions.

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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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Integrated Business Resources, Inc.

2225 E. Randol Mill Rd., Ste 214 | Grapevine, TX 76051

Karen Houston, CCUE
President

Service Areas: HR

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J.R. Bruno & Associates - SBA/Member Business Lending Outsource

870 Market Street, Suite 462 | San Francisco, CA 94102

Joanna Bruno
President

Fax: 6269144496
http://www.jrbrunoassoc.com

Service Areas: Board Education, Employee Incentive Programs, Document Imaging, Compliance, Consulting

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John M. Floyd & Associates

125 North Burnet Dr | Baytown, TX 77520

Dick Miller
EVP
800-809-2307

Phone: 5174493269
http://www.JMFA.com

Service Areas: Executive Recruitment, Compliance, Consulting

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KES Group, LLC

P.O. Box 2025 | Clayton, GA 30525

Tom Randle
President

Phone: 7062122077
http://www.kesgroupllc.com

Service Areas: HR

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Kincaid Group, Inc.

11230 West Avenue #1105 | San Antonio, TX 78232

Ray Kincaid
President

http://www.kincaidgroup.com

Service Areas: Recruitment

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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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Korn Ferry

1900 Avenue of the Stars Ste. 2600 | Washington, DC 2036

Mike Juratovac
Market Leader, North America Financial Services Pr
310-226-6328

Phone: 8006334410
https://www.kornferry.com/

Service Areas: Employee Benefits & Compensation, Executive Recruitment, Consulting

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Lending Solutions Consulting, Inc

2250 Point Blvd. Suite 325 | Elgin, IL 60123

Bill Hultstrand
Vice President, Business Development
2242866061

Phone: 8779157675
http://www.rexcuadvice.com

Service Areas: Employee Training, Audit/CPA, 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 30,000 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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Madison Investment Advisors

550 Science Dr. | Madison, WI 53711

Bob Lindner
Vice President - Dir. CU Business Development
608-216-9196

Phone: 6082740300
http://www.madisonadv.com/

Service Areas: Employee Benefits & Compensation, Institutional Investments

Madison’s Credit Union Investment Management Services provide clients with the opportunity for enhanced portfolio yields and earnings through risk management and portfolio optimization. We offer investment advisory services, and provide investment solutions for total benefits pre-funding and charitable donation accounts. As a fiduciary, we deliver objective, fee-based advisory services (commission-free) that fit within clients’ balance sheet risk profiles.

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Management Development International, Inc.

1214 N.2nd Street | Ames, IA 50010

Dan Topf
Vice President Performance Consulting

Phone: 515-233-4052 | Fax: 515-233-4059

Service Areas: HR

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Meyer-Chatfield Group

261 Old York Road Suite 604 | Jenkintown, PA 19046

Phone: 2158845273
http://www.meyerchatfield.com/

Service Areas: Executive Benefits & Compensation, Institutional Insurance, Institutional Investments

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MindData

7475 Skillman Street | Dallas, TX 75231

Robert Fox
Exec VP Marketing

Phone: 877 878 6463 | Fax: 214 221 6469
http://www.minddata.com

Service Areas: Employee Incentive Programs

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Mitchell, Stankovic & Associates

PO Box 60949 | Boulder City, NV 89006

Brandi Stankovic
Managing Partner
855-362-2002

Phone: 8553622002 | Fax: 8553622002
http://www.mitchellstankovic.com

Service Areas: HR, Strategic Planning

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Montana Credit Union Network

101 N Rodney | Helena, MT 59601

Tracie Kenyon
President/CEO

Phone: 4064429081 | Fax: 4064429085
http://www.mcun.coop

Service Areas: Board Education, Employee Benefits & Compensation, Consulting, Enterprise Risk Management (ERM), State League/Association

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Morgan Stanley, Rachel Laug

171 Monroe Ave. NW, Suite 800 | Ada, MI 49301

Rachel Laug, Financial Advisor
Morgan Stanley Smith Barney LLC. Member SIPC
616-771-6070

Phone: 6167716070
http://www.morganstanleyfa.com/rachel.laug/

Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, Institutional Investments

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Mortgagecareer.com

P.O. Box 59344 | Schaumburg, IL 60159

Kevin McCarthy
Account Executive

http://www.mortgagecareer.com

Service Areas: Recruitment

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National Credit Union Management Association

P.O. Box 333 | Cumming, GA 30041

Kathy Anchors-Budd
President & CEO
678-777-7463

http://www.ncuma.com

Service Areas: Board Education, Employee Training, Associations

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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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OM Financial Group

101 Federal Street Suite 800 | Warwick, RI 02886

Bruce Smith
Executive Benefit Consultant
5166390556

Phone: 6175268243
http://www.om-financial.com

Service Areas: HR

OM Financial Group is an independent financial services company with offices located throughout the country.  OM pioneered Collateral Assignment Split Dollar programs for the credit union industry and continues to specialize in helping credit unions offer competitive and cost-effective Supplemental Executive Retirement Plans (SERPs) which are designed to reward and retain key employees.

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Oppenheimer & Co. Inc.

1400 Abbott Rd Suite 140 | East Lansing, MI 48823

Mark B. Wickard
Manging Director- Invesmtents
5173337760

Phone: 5173337762 | Fax: 5173337780
https://www.oppenheimer.com/thecreditunioninvestmentstrategygroup/index.aspx

Service Areas: Board Education, Loan Participations, Institutional Investments

Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. is an Institutional Fixed Income Consulting Group helping Credit Unions (CU's) throughout the country address the unique needs of their investment portfolios. At Oppenheimer, we understand that, which is why we developed services that are tailored specifically for CU's. Our Investment strategies and educational programs are ideal for any CU that wants to try and get more out of their investment portfolio and take their investment knowledge to the next level. Contact us to see what we can do for your CU.

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Pentegra Retirement Services

108 Corporate Park Drive | White Plains, NY 10604

Fax: 9146949384
http://www.pentegra.com/

Service Areas: Executive Benefits & Compensation

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Phoenix Resource Group

2815 Mitchell Drive Suite 203 | Walnut Creek, CA 94598

Karen Bell-Patten
EVP

http://www.e-prg.com

Service Areas: Employee Incentive Programs

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Profile Strategies

P.O. Box 1227 | Paso Robles, CA 93447

Robert Solomon
President/CEO

Phone: 8052380910 | Fax: 8882044075
http://www.personnelinsights.com

Service Areas: Recruitment

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Reward Strategy Group, Inc.

12707 High Bluff Drive Suite 200 | San Diego, CA 92130

Allan Crecelius
President

http://www.rewardstrategygroup.com/

Service Areas: HR

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Rise Performance Group

3905 Victory Court | Flower Mound, TX 75028

Mark Fenner
President
469-293-6198

Phone: 469-293-6198
http://riseperformancegroup.com

Service Areas: Executive Recruitment, HR, Recruitment, Consulting

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RMG Training Company

207 E. Georgia Avenue | Phoenix, AZ 85012

Robert Brown
President

Phone: 602-240-6066 | Fax: 602-240-6061
http://www.rmgtraining.com

Service Areas: HR

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RMS Inc.

752 Port America Place Suite 300 | Grapevine, TX 76051

Matt Domanico
Vice President of Marketing
817-410-1392

http://www.goRMS.com

Service Areas: Employee Incentive Programs, Promotions/Incentives, Loyalty/Reward Programs

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Robert C. Davis and Associates

1875 Old Alabama Road, Suite 510 | Roswell, GA 30076

Bob Davis
Founder and CEO
678-548-1775

Phone: 678-259-9290
http://robertcdavis.net

Service Areas: Employee Training, CRM/MRM, Consulting

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ServiStar Consulting

P.O. Box 1877 | Fayetteville, GA 30215

Michael Neill
President

https://www.servistarconsulting.com/

Service Areas: Employee Incentive Programs

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Silver, Freedman & Taff, L.L.P.

1700 Wisconsin Ave | Washington, DC 20007

Robert Freedman
Managing Partner

http://www.sftlaw.com

Service Areas: HR

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SilverCloud, Inc.

PO Box 627 | Portsmouth, NH 03801

DJ Haskins
Vice President of Marketing
800-654-0510

Phone: 9785901703
https://silvercloudinc.com/

Service Areas: Call Centers, Employee Training, Technology

SilverCloud provides credit unions the tools needed to deliver automated support to members and employees. Currently more than 200 banks and credit unions rely on support solutions from SilverCloud to reduce contact center inquiries (calls, email and chats), increase product engagement across channels and increase employee efficiency, all while delivering a best-in-class member experience.  Visit www.silvercloudinc.com to learn more.

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Solutions in Finance, Inc

15559 Union Ave. Suite 172 | Los Gatos, CA 95032

Martha Willson
Director of Client Services
530-887-1550

http://www.solutionsinfinance.com

Service Areas: Employee Training, Business Lending, Collections, Indirect Auto Lending, Consulting

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St. Meyer and Hubbard

218 W Harrison Avenue | Wheaton, IL 60187

Craig Capp
Director, Performance Consulting
630-344-9030

Phone: 630-344-9030
http://stmeyerandhubbard.com

Service Areas: Employee Training, Market Research, CRM/MRM, Consulting, Credit Union Research

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Strategic Solutions

12015 July Ave N | Hugo, MN 55013

Jeanne Murphy
Founder & Growth Strategist
612-616-6861

http://www.strategicsolutions.org

Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting

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Support EXP

830 E. Franklin St. | Dayton, OH 45459

Lew Thomson
Client Success Sr. Manager
800-444-5465

Phone: 8004445465 | Fax: 9374345743
http://www.supportexp.com

Service Areas: Mystery Shopping, Employee Training, Membership Surveys

Over the last 20 years, we have become the customer experience (CX) management experts at leading and guiding transformations of banks and credit unions beyond the transactional level. We not only provide innovative solutions that capture authentic voice-of-the-customer and voice-of-the-employee feedback, we provide the insight, training and support necessary to act upon that feedback for comprehensive, long-lasting results.

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The Baker Group, LP

1601 N.W. Expressway, 20th Floor | Oklahoma City, OK 73118

Mark D. Baumann
Associate Partner
8442130490

Phone: 8442130490 | Fax: 4054157392
http://gobaker.com

Service Areas: Board Education, Asset/Liability Management (ALM), Institutional Investments

The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio and asset/liability management for credit unions. We have helped our clients maximize investment portfolio performance through total balance sheet management for 40 years. Our proven approach of total resource integration for credit unions utilizes software and products developed by Baker Software Solutions combined with the firm’s investment experience and advice.

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The Paragon Group

P.O Box 7518 | Olympia, WA 98501

Patricia Graves
Vice President/COO
(360) 515-5603

Phone: 3609234415
www.theparagongroup.com

Service Areas: HR, Consulting

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The Sheeter Group

2509 Ridgewind Way | Windermere, FL 34786

Andy Sheeter
President
407-217-2301

Phone: 4072172301 | Fax: 8002785812
http://www.sheetergroup.com

Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, Executive Benefits & Compensation

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The Shelly Group

395 Sawdust Rd #2132 | The Woodlands, TX 77380

Eric Janda
President

Phone: 2813670675 | Fax: 2813670685
http://www.shelly-group.com

Service Areas: Recruitment

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Total Quality Consulting

931 East Walnut Street, Suite 204 | Pasadena, CA 91106

Douglas Duong
President/CEO

Fax: 5629089695
http://www.totalqualityconsulting.com

Service Areas: Recruitment

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TRC Interactive

4200 Crums Mill Road | Harrisburg, PA 17112

Jay Bowden
Vice President - Operations

Phone: 717-652-3100 | Fax: 717-652-8281
http://www.trcinteractive.com

Service Areas: Employee Incentive Programs

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Triscend NP

1100 PARKER SQUARE | Flower Mound, TX 75028

Alexandria Staron
VP of Business Development
972-318-1110

Phone: 9723181110 | Fax: 9723181114
http://www.triscendnp.com

Service Areas: Executive Benefits & Compensation, Consulting, Institutional Insurance

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Trustar

1013 Centre Rd | Wilmington, DE 19805

Carol Burns
Vice President

Phone: 302.993.8021 | Fax: 302-999-7725
http://www.principaltrust.com

Service Areas: HR

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UNFCU Financial Advisors

24-01 44th Road | Long Island City, NY 11101

Willis Reed
VP

Phone: 2124768724 | Fax: 2124768741
http://www.unfcuadvisors.com/

Service Areas: HR, Institutional Insurance

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