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Buyer's Guide
Professional Services & Consulting
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8181 W. Tonopah Dr | Peoria, AZ 85382
Andrea Amuso Owner/Principal 623-939-2964
http://www.aaauditservices.com/
Service Areas: Consulting
13740 Research Blvd, Building 2, Suite T | Austin, TX 78750
Brad Smith President 512-231-1750
Phone: 5123513697 | Fax: 5122311752 http://www.aboundresources.com
Service Areas: Business Continuity, Audit/CPA, Compliance, Consulting, Contract/Vendor Management
6303 Owensmouth Avenue, 10th floor | Woodland Hills, CA 91367
Stan Abrams President
Phone: 8189362625
Service Areas: Strategic Planning
12331-B Riata Trace Parkway, Building 4 Suite 200 | Austin, TX 78727
Libby Sharman Vice President
Phone: 833-422-7446 https://www.abrigo.com/
Service Areas: Loan Originations Systems, Online Account Opening, Asset/Liability Management (ALM)
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
205 North Detroit Street, Suite 200 | Denver, CO 80206
Kyle Kehoe EVP of Sales & Marketing 800-858-1598
Phone: 8008581598 https://www.armco.us/
Service Areas: Technology, Audit/CPA, Compliance
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
7658 Avianca Drive | Redding, CA 96002
Dennis Szody Sales Manager
Phone: 530/378-6868 | Fax: 530/378-3433 http://www.advancedlease.com
Service Areas: Asset/Liability Management (ALM)
451 Division St. NE | Salem, OR 97301
Elaine Rosenberg General Manager
Phone: 8883750451 | Fax: 5037791345 http://www.advrep.com
Service Areas: Enterprise Risk Management (ERM)
6795 East Tennessee Avenue, Suite 426 | Denver, CO 80224
Scott Teel Marketing Director (980) 216-9293
Phone: 3033009886 | Fax: 3033006586 https://www.agilityrecovery.com/
Service Areas: Business Continuity, Consulting
4020 N. MacArthur Blvd. #122-331 | Irving, NV 75038
Jim Aho President
http://www.ahoconsulting.com
67 Wall Street, 22nd Floor, Suite 2211 | New York, NY 10005
Peter Frank Director
Phone: 43(1)5124652-228 http://www.aimsoftware.com/
301 Lindenwood Drive, Suite 301 | Malvern , PA 19355
Katie Barnes Head of Marketing & Partnerships 570-301-7199
Phone: 484-913-1703 https://akuvo.com/
Service Areas: Technology, Technology Consulting, Consulting
130 Middle Street 3rd Floor | Portland, ME 04112-0445
kadams@arbcpa.com
Phone: 2077721981 | Fax: 2077721982 http://www.arbcpa.com/
Service Areas: Audit/CPA
14 Folsom St | Exeter, NH 03833
Garvin Louie Business Development Manager (484) 362-0932
Phone: 610-688-8421 | Fax: 4843421005 http://www.alliedinfosecurity.com
Service Areas: Compliance
184 Shuman Blvd. Ste. 400 | Naperville, IL 60563
Tim Bruculere SVP - Membership 800-253-0053
Phone: (800) 253-0053 | Fax: 5182923829 http://www.alloyacorp.org
Service Areas: Check Processing, Loan Participations, Corporate Credit Union
Alloya provides cooperative financial services to 1,400-member credit unions and credit union entities nationally. Together, these member-owners wield aggregated power to access the products and services they need to gain a strategic advantage in the mark
4450 Weaver Parkway, Ste. 150 | Warrenville, IL 60555
Mary Westberg Executive Director
Phone: 7205404621 https://www.alloyacorp.org/invest/
Service Areas: Financial Literacy, Asset/Liability Management (ALM), Institutional Investments
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
4547 Highway 6 N | Houston, TX 77084
Dave lane Bankruptcy
Phone: 281 550-2663 http://www.bankruptcy-courts.net
Service Areas: Legal Services
601 Pennsylvania Ave NW, South Building, Suite 600 | Washington, DC 20004
Brad Miller Executive Director
Phone: 202-508-3628 http://www.aacul.org
Service Areas: Associations
424 Central xAvenue 5th Floor | St. Petersburg, FL 33701
Richard Ayotte Chief Executive Officer
http://www.americanbrokerage.com
6907 University Ave. 331 | Middleton, WI 53562
Peter J. Benjamin, CMB President 877-442-2862
Phone: 8774422862 http://www.acuma.org
Service Areas: Loan Originations Systems, Mortgages, Compliance
The American Credit Union Mortgage Association brings together the shared real estate lending and financing interests of over 400 credit unions and CUSOs. ACUMA, a non-profit organization, focuses on education and networking for mortgage-lending credit un
3500 Packerland Dr. | DePere, WI 54115
Irene Casper Marketing Account Executive (920) 330-5418
Phone: 920-330-5418 | Fax: 920-330-5990 http://www.ameriprise.com/auto-home-insurance/default.asp?PartnerID=&RefID=&EmailID=
1821 South Avenue West, 5th Floor | Missoula, MT 59806
Shirlee Walker (406) 721-7800
Phone: (406) 721-7800 http://www.azworld.com
215 West Fourth St | Ottumwa, IA 52501
Phone: (641) 684-5489 http://www.andersonlarkin.com/
151 Ted Turner Drive NW | Atlanta, GA 30303
Ken Proctor Chief Risk Officer 404-692-7016
Phone: 404-692-7016 http://www.apppax.com
Service Areas: Technology Consulting, Consulting, Enterprise Risk Management (ERM)
230 Elm St. | Greensboro, NC 27401
Tom Murphy SVP, Credit Union Sales 800 909 4264
Phone: (800) 909-4264 | Fax: 8004906757 https://archmicu.com
Service Areas: Mortgages, Institutional Insurance
Arch MI is a leading provider of Mortgage Insurance (MI) in the United States. Arch MI for Credit Unions has the MI industry's only dedicated nationwide CU sales team and more than 25 years of experience serving our CU customers. As a leading MI company,
200 Dryden Road | Dresher, PA 19025
Jane Weizenegger Strategic Relations
Phone: 2156488000 | Fax: 2156484888 http://www.ascensus.com
Service Areas: Technology, Compliance, Consulting
P.O. Box 1926 | Columbus, MD 43215
Dana McCranie Chair 703-688-2284
http://www.acuia.org
Service Areas: Associations, Audit/CPA
1000 Shelburne Road, Suite 1 | So. Burlington, VT 05403
Joseph Bergeron President
Phone: 8028637848 | Fax: 8028644391 http://www.vermontcreditunions.com
Service Areas: State League/Association
5022 North Idaho Road | Apache Junction, AZ 85119
Bob Mellinger President 571-248-8200
Phone: 571-248-8200 https://www.attainium.net
17555 El Camino Real | Houston, TX 77058
Shane Vaughn Vice President
Phone: 800-709-5792 | Fax: 713-944-4244 http://www.autoexam.com
Service Areas: Auto Leasing, Lending, Member Insurance, Institutional Insurance
274 Union Blvd, Ste. 320 | Lakewood, CO 80228
Nathan Rogers VP of Sales and Marketing 720-945-7235
Phone: 7209457250 http://www.auxteam.com/
Service Areas: Audit/CPA, Compliance, Performance Benchmarking
Aux, established in 1992, is a Credit Union Service Organization (CUSO) owned by 55 credit unions, and serves nearly 200 participating clients. We provide a variety of progressive back-office solutions that drive credit union success, like accounting, compliance and data analytics. We are leaders in credit union innovation, cooperation and research. We do the hard work for you. We are Aux Team proud. For more information on Aux, please visit us at auxteam.com or contact us at (720) 945-7235.
260 Washington Ave. | Montgomery, AL 36102
George Azar President
Phone: 800-448-0461 | Fax: 334-261-3489 http://www.azarlaw.com/
1224 Main Street | Branford, CT 6405
Steve Moalli Partner 203-481-1120
Phone: 2034811120 http://www.baileyscarano.com/
Service Areas: Audit/CPA, Consulting
6410 Poplar Avenue Suite 320 | Memphis, TN 38119
Larry Bolton Managing Director - Whole Loan Trading 901-261-5928
Phone: 9012615914 http://www.banescapital.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments
10 Ferry Street Suite 429 | San Ramon, CA 94583
Marsha Kawasaki Vice President, Credit Union Division 213-972-0511
http://www.bankofthewest.com
Service Areas: Check 21, Check Processing, ATM Processing, Remote Deposit Capture (RDC), Institutional Investments
2000 West Dorothy Lane | Dayton, OH 45439
Charles M. Foley Managing Partner
Phone: (937) 298-0201 http://brkllp.com/
745 Inspiration Lane | Escondido, CA 92025
Richard Farrell, CPA Partner 215-241-8963
Phone: 215-564-1900 | Fax: 215-564-3940 http://www.bdo.com
Service Areas: Audit/CPA, Compliance, Consulting
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
10960 Wilshire Boulevard, Seventh Floor | Los Angeles, CA 90024
Sam Okstad Partner
Phone: (310) 450-0875 | Fax: (310) 450-9157 http://www.biggsco.com
201 North Illinois Street, Suite 700 | Indianapolis, IN 46204
Chad Garber Director 317-383-4000
Phone: (317) 383-5443 | Fax: (317) 383-4200 http://www.bkd.com
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
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
320 Ruhle Road | Ballston Lake, NY 01201
Timothy Ryan Managing Partner
Phone: 800-748-6172 http://www.branchdevelopmentgroup.com
Service Areas: Branch Displays/Signage, Branch Planning, Branching, Marketing, Consulting
121 So. Central Ave. | Sidney, MT 59270
Bill Brenner CPA
Phone: 4064335464 | Fax: 4064336016 http://www.bacopc.com
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), Consulting
B&A provides 550 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 accoun
1400 Abbott Road, Suite 105 | East Lansing, MI 48823
Jeff Brick President, CFA
Phone: 800-332-8188 | Fax: 517-332-0532 http://www.brickinc.com
Service Areas: Institutional Investments
319 Mcclanahan St, Sw | Roanoke, VA 24014
Norman Yoder Director
Phone: 4349489000 | Fax: 4349489029 http://www.becpas.com
6 CityPlace Dr Suite 900 | St. Louis, MO 63141
Christopher Menz CPA
Phone: (314) 983-1227 http://www.bswllc.com
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
16 Grove Avenue | Holbrook, MA 02343
Kris Buckley President
Phone: 781.829.9934 | Fax: 781.829.4407 http://www.buckleytechgroup.com
1640 West 8th Street Frontier Building | Erie, PA 16505
John J. Bleil Prinicpal
Phone: 8144546341 | Fax: 8144559060 http://www.bbbcpas.com
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
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 th
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
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 d
1204 Broad Street | Camden, SC 29020
Jan Pierce Credit Union Partner
Phone: 803-432-1436 | Fax: 803-432-5055 http://www.ctp-cpa.com
1331 H Street | Washington, DC 20005
Phone: 2023377870 http://www.capitalperform.com
Service Areas: Board Education, Consulting, Strategic Planning
P.O. Box 5204 | Lake Wylie, SC 29710
Les Young Sr. Partner
Phone: 800-553-9981 | Fax: 803-831-7979
6399 Stirrup Rd | Cincinnati, OH 45244
Phone: 7208411413 http://carolynwarden.com
Service Areas: Board Education, Employee Training, Consulting
4360 Chamblee Dunwoody Road, Suite 420 | Atlanta, GA 30341
Doug Mims Partner (334) 348-1326
Phone: 334-348-1326 | Fax: 334-348-1460 http://www.cricpa.com/
205 De Anza Blvd., #13 | San Mateo, CA 94402-3989
Hal Carroll Managing Partner 650-888-3520
Phone: 6508883520 https://carrollcpas.net/
Service Areas: Audit/CPA, Consulting, Contract/Vendor Management
205 De Anza Blvd. #13 | San Mateo, CA 94402
Hal Carroll President, CPA
Phone: 650-888-3520
1221 Wyoming Avenue | Forty Fort, PA 18704-4101
Chris Carver C.P.A.
http://www.carvercpa.com/
4911 S. Westshore Blvd | Tampa, FL 33611
Lowell Reed Vice President of Sales & Marketing
Phone: 866-751-3203 | Fax: 813-872-4845 http://www.castlegarde.com
6801 Parkwood Boulevard | Plano, TX 75024
Bruce Fox CEO 214-703-7800
Phone: 2147037800 | Fax: 2147037906 http://www.catalystcorp.org
Service Areas: Check Processing, Loan Participations, Asset/Liability Management (ALM)
95 Mortimer Street, Suite 26 | London, VA
Phone: 2071933452
Service Areas: Asset/Liability Management (ALM), Consulting, Mergers
34305 Solon Rd. Suite 10 | Solon, OH 44139
Christine Cordiak Vice President
Phone: 440-542-1536 | Fax: 440-248-2902 http://www.cbscpasllc.com
P.O. Box 5665 | Kent, WA 98064
Glenn Christensen CEO Advisory Group
Phone: 2062195395 http://www.ceoadvisory.com
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
200 South 10th Street Suite 900 | Richmond, VA 23219
Howard Kies Partner
Phone: 8046735700 | Fax: 8046734290 http://www.cbh.com
2199 Innerbelt Business Center Drive | St. Louis, MO 63114
Paul Barrath Vice President
Phone: 888-429-3330 | Fax: 314-890-7410 http://www.claycorp.com
Service Areas: Branch Planning, Branching, Market Research, Consulting, Credit Union Research
1051 Clinton Street Ste 212 | Buffalo, NY 14206-2823
susan.malik@clearinsight.ca
Phone: 9052745884 http://www.clearinsight.ca
Service Areas: Technology Consulting, Consulting
6001 E. Washington Blvd., 2nd Floor | Los Angeles, CA 90040
David R. Johnson Senior Vice President of Business Development
Phone: 2069853650 | Fax: 2069853655 http://www.clearpointcreditcounselingsolutions.org/
20 E. Thomas Rd., Ste. 2300 | Phoenix, AZ 85012
Bryan Mogensen Principal
Phone: (602) 604-3551 | Fax: 6123764850 http://www.claconnect.com
Service Areas: Technology Consulting, Audit/CPA, Compliance
CLA exists to create opportunities for our clients, our people, and our communities through our industry-focused advisory, outsourcing, accounting, and consulting services. From identifying and mitigating risk, to merger and acquisition consulting and com
361 Centennial Parkway, Suite 150 | Louisville, CO 80027
Deborah McLain Manager
Phone: 8772248077 | Fax: 3035547555 http://www.coalfiresystems.com
713 W. Duarte Rd, #106 | Arcadia, CA 91007
Chuck Salvia VP 956-457-4116
Phone: 626-254-0000 https://www.IDValidation.net
Service Areas: Card Fraud, Auto, Auto Leasing, Auto Recovery, Compliance
5225 S Loop 289., #207 | Lubbock, TX 79424
Kyle Andersen SVP, Sales
Phone: 806-687-8600 https://conetrix.com/
Service Areas: Network Security, Technology Consulting, Enterprise Risk Management (ERM)
CoNetrix is a full-service computer networking, software development, and security and compliance firm built on the principles of integrity, innovation, and initiative. CoNetrix has roots dating back to 1977, when it was founded in Lubbock, Texas. We now
801 S. Filmore Suite 600 | Amarillo, TX 79101
Mike Connor Managing Partner 806-373-6661
Phone: 8063736661 | Fax: 8063721237 http://www.cmmscpa.com
5 Science Park, 3rd Floor | New Haven, CT 06511
Sonya Mills Director of Marketing 866-631-5556
Phone: 866-631-5556 http://www.continuity.net
Service Areas: Compliance, Contract/Vendor Management, Enterprise Risk Management (ERM)
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
4 First American Way | Santa Ana, CA 92707
Phone: 714-250-6383 http://www.corelogic.com
Service Areas: Lending, Mortgages, Compliance
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
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
4365 Crescent Rd. | Irondale, AL 35210
Lisa Coffey Chief Innovation Officer
Phone: (205) 313-4300 | Fax: 2053133260 https://www.corpam.org
Service Areas: Check 21, Corporate Credit Union, Institutional Investments
Corporate America Credit Union serves nearly 500 credit unions across the nation and seeks to add value to member credit unions by providing access to a comprehensive list of products and services including investments, liquidity solutions, and correspond
6262 S. Lowell Pl. | Muskego, WI 53150
Chris Felton CEO
Phone: (414) 425-5555 | Fax: 4144273700 http://www.corpcu.com
Service Areas: Corporate Credit Union
Corporate Central Credit Union is a federally insured corporate credit union, and partners to provide innovative correspondent and transactional products, investment services, liquidity and lending programs, with unparalleled commitment to its members. Co
8700 Orion Pl. | Columbus, OH 43240
Christine Mayes VP, Member Success Executive 614-825-9313
Phone: (614) 825-9356 | Fax: 6148259201 http://www.corporateone.coop
Service Areas: Check Processing, Asset/Liability Management (ALM), Corporate Credit Union
Corporate One Federal Credit Union has been leading the way in providing premier investment, funding, and payment solutions for America's credit unions for more than 70 years. In addition to helping member credit unions grow their bottom line and manage c
12093 Riverbend Dr. | Grand Blanc, MI 48439
Ann Garmon President
Phone: 317-236-6290 | Fax: 317-236-6293 http://www.ccacu.com/gm.html
72 Victoria St. S. Suite 102 | Kitchener,ON N3C 4A3,Canada, GA
Rod Foster VP, Marketing & Alliances
http://www.covarity.com
357 Regis Avenue | Pittsburgh, PA 15236
Joseph P. Covelli Attorney/Owner
Phone: 4126535000 | Fax: 4126536599 http://www.covellilaw.com
4200 Wolcott Avenue, NE | Albuquerque, NM 87109
Amy Vigil VP of Association Services/Compliance 505-338-4222
Phone: 5052989899 | Fax: 5052980162 http://cuanm.org/
1408 N Lakeside DrBungalow 1 | Lake Worth, FL 33460
Tim O'Hara President & Publisher
Phone: 5612826015 | Fax: 5615887711 http://www.creditunionbusiness.com
Service Areas: Credit Union Research
3436 Sw 42nd Ave | Gainesville, FL 32608
Jonathan A. Birk Vice-President
c/o Arapahoe Credit Union 303 E Hampden Ave | Englewood, CO 80113
Julie McLean Chairman
http://www.nyib.org
P.O. Box 4387 | West Palm Beach, FL 33401
JoAnne Kao Credit Union Journal
http://www.cujournal.com
PO Box 27637 | Washington, DC 20038
Sarah Turner Director
http://www.miracleday.org/
Service Areas: Public Relations, Associations
Credit Union Miracle Day’s award-winning family of races, including the Credit Union Cherry Blossom Ten Mile Run® in DC, the Credit Union SacTown Ten-Mile Run in California, and two Freedom Runs for our troops overseas, have donated over $7 million to Children’s Miracle Network Hospitals nationwide. Become a sponsor today. Visit www.miracleday.org
5710 Mineral Point Road | Madison, WI 53705
Bill Cheney President
http://www.cuna.org
9510 Baltimore Ave | Overland, MO 63114
Tom Wright Publisher
http://www.cunews.com
33-41 Newark Street, 2nd Floor | Hoboken, NJ 07030
Sarah Snell Cooke
Phone: 202-370-4802 http://www.cutimes.com
330 Gra[evine Highway | Hurst, TX 76054
Keith Nelson Consulting Actuary
Phone: 8177888121 http://www.creditre.net
Service Areas: Institutional Insurance
606 Federal Street | Milton, DE 19968
Michael Hudson Founder & Principal 302-684-8727
Phone: 866-532-3968 http://www.CreditUnionStrategy.com
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
422 Woodland Ridge Rd | Odenville, AL 35120-35120
Dennis Washington President
http://www.crossdig.com/
Service Areas: Advertising, Branding, Direct Marketing, eMarketing, Consulting
P.O. Box 7 | South Bend, IN 46601
Mark Taylor Partner 630-575-4335
Phone: 4133359741 https://www.crowe.com
28 E. Rahn Road, Suite #200 | Dayton, OH 45429
Ron Stickelman Chairman 866-787-5111
Phone: 9373183340 | Fax: 8667875112 http://www.trunion.net
Service Areas: Mortgages, Compliance, Contract/Vendor Management
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
4080 McGinnis Ferry Rd., Ste. 804 | Alpharetta, GA 30005
Lewis Lester Chief Executive Officer 678-960-2900
Phone: (678) 960-2900 http://www.cucapitalmarketsolutions.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Consulting
CU Capital Market Solutions (CMS) is a Credit Union Service Organization (CUSO) that specializes in innovative capital market solutions, specifically, earnings and balance sheet optimization and, specialized assets and loan programs that are designed to e
PO Box 1053 | Portland, ME 04104
Alan Theriault President
Phone: 800-649-2741 | Fax: 202-478-0935 http://www.cufinancial.com
PO Box 82 | Euless, TX 76039
Brett Christensen Lending Trainer/Consultant
http://culendingadvice.com/
Service Areas: Business Lending, Lending, Strategic Planning
1654 S King Street | Honolulu, HI 96826
Denise Yuh Principal Partner 888-432-8772
Phone: 8089427565 http://www.cupacific.com
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
1100 Clinton Road | Jackson, MI 49202
Catherine Molden Business Development Manager 517-841-4154
Phone: 888-766-1576 | Fax: 517-784-3737 http://www.cu-rx.com
3968 san augustine way | San Diego, CA 92130
Phone: 7608458146 http://www.cubroadcast.com
Service Areas: Branding, eMarketing, Social Media, Consulting
1729 D ST SE | Washington, DC 20003
Coquise Frost Account Executive (202) 831-2500
Phone: 202-831-2500 http://www.cucollaborate.com/
Service Areas: Consulting, Credit Union Research, Strategic Planning
CUCollaborate is a consulting, software development, and digital marketing company whose mission is to help credit unions grow and better serve their members. The company’s primary focus is addressing the biggest obstacle to growth, field of membership, by providing a tailored approach based on data-driven insights and specialized software to help credit unions reach the largest target market possible.
P.O. Box 14167 | Madison, WI 53714-0167
Tony Hill SVP/Chief Marketing Officer
http://www.cues.org
CUES is the leading Talent Development solutions provider for credit unions in North America. We educate, develop and support credit union CEOs, executives, directors, and emerging leaders through partnerships with premier business schools, live and onli
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
Sales CUES Advertising & Sales
13023 Tesson Ferry Road., Suite 201 | St. Louis, MO 63128
Mark Cummings Principal (314) 845-6050
http://www.cummingscpa.com/
P.O. Box 431 | Madison, WI 53705
Christopher Morris CUNA Councils
http://www.cunacouncils.org
PO Box 431 | Madison, WI 53701-0431
Meg Jelak Supervisor of Market Research Services
Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, Credit Union Research
5910 Mineral Point Rd. | Madison, WI 53701
Robert Trunzo President & Chief Executive Officer
Phone: (800) 356-2644 http://www.cunamutual.com
Service Areas: Lending, Member Insurance, Institutional Insurance
CUNA Mutual Group is a financially strong insurance, investment and financial technology company that believes a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” we have a long history of worki
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
P.O. Box 3108 | Tallahassee, FL 32315
Rock Carter President
Phone: 866-949-6220 | Fax: 303-552-9195 http://www.cuvm.org
Service Areas: Compliance, Contract/Vendor Management
550 15th Street | San Francisco, CA 94103
Sales Manager Sales
http://www.idt911.com
P.O. Box 150 | Middleburg, VA 20117
D. Michael Riley President
42 R Merrimac Street Suite 301 | Newburyport, MA 01950
Kelly Coletti Marketing Coordinator
http://www.darlingconsulting.com
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
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
One Boston Place 37th Floor | Boston, MA 2108
Devon A. Kinnard, Esq. Shareholder & Director 617-589-3858
Phone: 6175893858 | Fax: 6173053158 http://www.DavisMalm.com
Service Areas: Compliance, Legal Services, Mergers
4340 E. Indian School Rd, Ste. 21-472 | Phoenix, AZ 85018
Deedee Myers Chief Executive Officer 602.840.9595
Phone: (800) 574-8877 | Fax: 6024806486 http://ddjmyers.com
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, compensati
601 Pennsylvania Ave., Nw Suite 600 | Washington, DC 20004
Roland Arteaga President/CEO
Phone: 2536514260 http://www.dcuc.org
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
4 Quigley Boulevard | New Castle, DE 19720
Patrick J. Mahaney President
Phone: 3023229341 | Fax: 3023229354 http://www.dcul.org
100 Lakeforest Blvd. Ste 650 | Gaithersburg, MD 20877
Allen Deleon, CPA Partner
Phone: 3019825203 http://www.deleonandstang.com
79 Wellington St West ON M5K1B9 | Toronto, Canada, VA 99999
http://www.deloitte.com/view/en_US/us/index.htm
10827 S. Western Ave. | Chicago, IL 60643
Hugh Ahern CPA (773) 779-4720
Phone: 773-779-4720 | Fax: 773-779-8310 http://www.desmondcpa.com
9000 Tesoro Drive, Suite 100 | San Antonio, TX 78217
Scott Gleeson
Phone: 210-582-6124 | Fax: 210-822-9216 http://www.ddifrontline.com
4150 International Plaza, Suite 800 | Fort Worth, TX 76109-4875
Jeremiah Wheeler VP Sales Financial Services 817-710-7652
http://drndata.com/
Service Areas: Auto Recovery, Collections, Enterprise Risk Management (ERM)
1205 Weaver Drive | Granville, OH 43023
Matthew Bagent CPA (740) 321-1000
Phone: 7403211000 | Fax: 7403211100 http://www.ddbco.cpa.pro
305 W. Big Beaver Rd. Ste. 200 | Troy, MI 48084
Bob Parks (248) 244-3242
Phone: (248) 244-3049 | Fax: 2482736842 http://doeren.com
Service Areas: Board Education, Audit/CPA, Compliance
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, mer
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 rel
1000 1st Avenue South | Great Falls, MT 49401
Randal Boysun Managing Shareholder (406) 761-4645
http://www.dwcogf.com
1 Liberty Place 1650 Market St | Philadelphia, PA 19103
Brian D. Alprin Partner
http://www.duanemorris.com
35 Corporate Dr. Ste. 300 | Burlington, MA 1803
Cynthia Nelson President/CEO 7815059824
Phone: 7819339950 | Fax: 7815059824 http://www.eascorp.org
Founded in 1978, EasCorp, together with its subsidiary, Vertifi Software, ensures that its credit union members have access to cutting-edge, value-added services that not only meet, but also exceed their expectations, including deposit, loan and investmen
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
9309 Parliament Circle | Spanish Fort, AL 36577
Lorraine Zerfas Executive Director
Phone: 2516263377 http://www.ecuc.org
5299 DTC Blvd., Ste. 1000 | Greenwood Village, CO 80111
Darrell Linle Partner (701) 255-8434
Phone: 7012558434 http://www.eidebailly.com
910 K East Redd Rd. #523 | El Paso, TX 79912
Emmanuel Rodriguez Founder 915-275-4580
Phone: 9152754580 https://researchcu.com/
Service Areas: Market Research, Consulting, Credit Union Research
8325 Six Forks Road | Raleigh, NC 27615
Dominic Jann Senior Manager, Business Intelligence (919)870-2411
http://enactmi.com
Service Areas: Lending, Mortgages, Consulting
The Genworth Mortgage Insurance story begins with you and your business. Since 1981 we've been understanding what you need so we can help you manage your business better by delivering what's best. The best products. The best service. And the best solution
5550 W. Executive Dr., Ste. 540 | Tampa, FL 33609
Jennifer Addabbo Co-Founder and CEO 727-698-9973
Phone: 7276989973 http://www.engagefi.com/consulting
With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make inf
1201 W. Peachtree St | Atlanta, GA 30309
Aaron Long VP, Financial Services Group 978-658-5910
Phone: (407) 895-9484 https://www.equifax.com/business/
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
901 S 2nd St # 300 | Springfield, IL 62704
Phone: 2175288473 http://ebocpa.com
7480 Fairway Drive, Suite 205 | Miami Lakes, FL 33014
Edwin W Ewart Jr. Managing Partner 305-798-5400
Phone: 3055574683 | Fax: 3056754681 http://www.ewartcpa.com
600 West Broadway Suite 2000 | San Diego, CA 92101
Joanna Brost Financial Advisor
Phone: 619-557-4751 | Fax: 619-557-4710
475 Anton Boulevard | Costa Mesa, CA 92626
Lisa Bonenfant Vice President, Sales 508-618-1320
Phone: 8884141120 http://www.experian.com/credit-unions/credit-unions.html
Service Areas: Lending, Compliance, Enterprise Risk Management (ERM)
801 Walnut St Suite 200 | Des Moines, IA 50309
Angela Richards Communications Manager 800-544-3452
Phone: 8005443452 | Fax: 5156991287 fhlbdm.com
Service Areas: Lending, Mortgages, Asset/Liability Management (ALM)
1001 Connecticut Avenue, NW Suite 840 | Washington, DC 20036-5531
Peter Williams Principal 202-467-6862
Phone: 2024676862 http://www.feldmanfinancial.com
PMB 503, 1905 W 4700 South | Salt Lake City, UT 84118
Bart Ferrin CPA
Phone: 8018402220 http://ferrincpa.com
1010 E. Washington St. Ste. 306 | Madison, WI 53703
Maureen McCrone Membership Manager 6086613740
Phone: (608) 661-3740 http://filene.org/
5299 DTC Blvd, Suite 950 | Greenwood Village, CO 80111
Bob Davidson V.P. Marketing & Sales (887) 322-1880
http://www.fimacsolutions.com
Service Areas: Asset/Liability Management (ALM), Audit/CPA
7801 Hardwick Place | Fishers, IN 46038
Rick Shockley President 317-578-4669
http://www.fincorestrategies.com
Service Areas: Data Processing, Technology Consulting, Consulting
360 Kansas St | San Francisco, CA 94103
Tanya Samuels Publicist
Phone: 310 802 6855 | Fax: 310 379 6260 http://www.financialfinesse.com
6447 W Highway 146 | Crestwood, KY 40014
Robin Rivers CPA Manager Auditing Services (887) 322-1880
Phone: (800) 776-1393 | Fax: (510) 527-4065 http://www.financialstandardsgroup.com
601 N. Broadway | Shawnee, OK 74801
Tim Barnes Partner (405) 395-5000
Phone: 4053955000 | Fax: 4953953000 http://www.finley-cook.com
106 S St Mary's St | San Antonio, TX 78205
Debbie McCown Senior Vice President 210-224-5492
https://www.finser.com/
Service Areas: Asset/Liability Management (ALM), Investment Accounting
4242 Medical Drivesuite 5100 | San Antonio, TX 78229
Bruce Howard Director, Business Development
Phone: 210-614-2284 | Fax: 210-614-2285 http://www.fhkcpa.com
3002 S Jefferson Avenue Suite 2019 | Saint Louis, MO 63118
Jon Floyd Principal 314-433-3013
http://www.floydtapia.net/credit-repair
Service Areas: Financial Literacy, Social Media, Legal Services
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
2 Pierce Place | Itasca, IL 60143
Amy Galluppi Account Executive
http://www.ajg.com/captives
910 N. Last Chance Gulch | Helena, MT 59601
Nathan D. McCarthy CPA
Phone: 4064425520 | Fax: 4064577245 http://www.ghg-cpa.com
10555 New York Avenue Suite 200 | Des Moines, IA 50322
Dennis Gardiner Partner (515) 270-1446
https://www.gardinercpa.com
230 W. St. Ste. 700 | Columbus, OH 43215
Scott H. Runyan Director 614-947-5272
Phone: (614) 947-5291 http://gbq.com/
With over 250 associates and offices in Ohio and Indiana, GBQ provides proactive audit, compliance, IT and management consulting services to the credit union industry. We have a team of professionals that exclusively serves credit unions, offering a diver
5602 Harvest Grove Ln | Wilmington, NC 28409
Thomas Glatt Strategy Consultant
Phone: 888-217-5988 | Fax: 888-217-5988 http://www.glattconsulting.com
175 West Jackson Boulevard 20th Floor | New York, NY 10017
James C. Norfleet Partner
Phone: 3128560200 | Fax: 3126028099 http://www.grantthornton.com
8 Mill & Main Place | Maynard, MA 1754
Phone: 9786372300 http://www.grayowlnet.com
Service Areas: Market Research, Credit Union Research
658 Blue Heron Way | Highlands Ranch, CO 80129
Kirk Harris Kirk Harris 801-403-0979
Phone: 303-249-9696 http://www.greatminds.com
Service Areas: Business Lending, CRM/MRM, Document Imaging, IT Outsourcing, Consulting
400 E. Randolph Suite 700 | Chicago, IL 60601
David Howorth SVP, Sales & Marketing
http://www.grfiltd.com
850 North Causeway Blvd., Suite 200, | Mandeville, LA 70448
Stephen Griffin Managing Partner
Phone: 9857279924 | Fax: 9857279975 http://www.griffinandco.com
4320 E. Presidio Street #B-101 | Mesa, AZ 85215
Larry Mead Vice President
Phone: 8669864414 | Fax: 4803576326 http://www.guidonps.com
4400 Main Street | Kansas City, MO 64111
Amy Roberts Manager, Strategic Relationships
http://www.hrblock.com
Regional Address 4710 Land O Lakes Blvd. Suite 17-111 | Land O Lakes, FL 34639
Leslie Rowe National Marketing & Branding Exec 813-810-3876
https://www.Halo.com/LRowe
Service Areas: Advertising, Branding, Direct Marketing, Promotions/Incentives, Consulting
1580 Lincoln Street, Suite 600 | Denver, CO 80203
Phone: 416-669-5490 http://www.harveststrategygroup.com
Service Areas: Credit Card Servicing, Contract/Vendor Management
10940 Ne. 33rd Pl. 100 | Bellevue, WA 98004
Roger A. Jones, CPA Partner 4258891778
Phone: (425) 890-4932 http://www.hauserjonesandsas.com/
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
1015 N. 98th Street, Suite 200 | Omaha, NE 68114
Tumi Oluyole Senior Manager 402-390-2480
Phone: 4023902480 http://www.hayes-cpa.com/
4320 Deerwood Lake Parkway Suite 101-455 | Jacksonville, FL 32216
Maury Pilver President
Phone: 9044426750 http://www.hcui.coop
2350 N UNiversity Drive #840108 | Pembroke Pines, FL 33084
Rani Guptar CEO 954-655-9127
Phone: 9546559127
Service Areas: Operations, Consulting, Strategic Planning
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
1317 Hickory Valley Road | Chattanooga, TN 37421
Hiram Hollifield CPA
Phone: (800) 572-7359
300 Orchard City Drive, Suite 130 | Campbell, CA 95008
Alfred Firato President & CEO 888-792-4473
Phone: 888-792-4473 http://www.hiresafe.com
Service Areas: Asset/Liability Management (ALM), Compliance, Consulting
233 Needham St Ste 300 | Newton, MA 02464
Paul Tucker Regional Manager
http://www.hiteclabs-us.com
6120 South Yale Suite 1200 | Tulsa, OK 74136
Richard Wright Audit Partner
http://www.hogantaylor.com
P.O. Box 18137 | Colfax, NC 27235
Gary B. Deese Director
Phone: 8003347674 | Fax: 0077822067 http://www.homedetectivecompany.com
Service Areas: Auto Recovery, Auto Remarketing, Enterprise Risk Management (ERM)
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
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
1415 Louisisana 37th Floor | Houston, TX 77002
Carolyn Taylor Partner
Phone: 7137590818 | Fax: 7137596834 http://www.hwallp.com
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 is a human capital strategies firm that works with credit unions to create more inclusive cultures. Humanidei helps credit unions design and implement plans for large-scale DEI integration that creates this expanded relevance, while f
131 Snoshone Ct | Danville, CA 94526
Corinne Huttlinger President
Phone: 925-735-7319 | Fax: 925-735-7842
28500 Clemens Rd | Westlake, OH 44145
Michelle Harbinak Shapiro Marketing Manager 440-788-5000
Phone: 440-788-5000 | Fax: 440-788-5100 http://onbase.com
Service Areas: Check 21, Mortgage Processing, Document Imaging, Compliance, Contract/Vendor Management
| St. Petersburg, FL 33715
Greg Schratwieser President / CEO 800-729-8237
Phone: (800) 729-8237 https://www.ici-consulting.com
Service Areas: Technology Consulting, Consulting, Contract/Vendor Management
Since 1994, ICI Consulting has advised over 600 financial institutions on technology issues. ICI has assisted financial institutions evaluate and negotiate the following applications: Core Processing, Online and Mobile Banking, Check Processing, CRM, Loan
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
PO Box 5158 | Boise, ID 83705
Alan Cameron President
Phone: 2083434841 | Fax: 2083434869 http://www.idahocul.org
280 Interstate North Circle SE | Atlanta, GA 30339
Jim Mitchell VP of Sales
http://www.idology.com
One Research Drive | Westborough, MA 01581
Peter Crane VP & Managing Editor
Phone: 1-508-616-6600 | Fax: 1-508-616-5511 http://www.imoneynet.com
10 Maguire Road Suite 210 | Lexington, MA 02421
Laura Carson Director, Marketing Manager
Phone: 7816742700 http://www.imprivata.com
39 Broadway, Suite 2140 | New York City, NY 10006
Pamela Owens President/CEO
Phone: 2128091850 | Fax: 2128093274 http://www.cdcu.coop/, www.inclusiv.org
P.O. Box 190012 | North Charleston, SC 29419
Will McGregor President
Phone: 8435695009 | Fax: 8437457009 http://www.iltech.us
Service Areas: Auto, Indirect Auto Lending, Lending, Technology, Consulting
P.O. Box 1429 | Southgate, MI 48195
Jessica Richardson Partner
Phone: 8772242429 http://www.in-fusiongroup.com
Service Areas: HR, Marketing, Strategic Planning
1010 Sir Barton Court | Naperville, IL 60540
John Redding President
http://www.creditunionplanning.com
One Hartfield Blvd, Suite 301 | East Windsor, CT 06088
Maxine Moody Director Corporate Sales
Fax: 8606531154 http://www.insuritas.com
Service Areas: Member Insurance, Institutional Insurance
1736 South 320 West | Orem, UT 84058
Dick Wilson Executive Vice President
Phone: 800-238-6844 | Fax: 801-607-1554
8745 Henderson Road, Suite 300 | Tampa, FL 33634
Jonathan DeMayo Business Development Specialist 813-880-5276
Phone: 813-880-5276 | Fax: 813-890-6411 http://www.investfinancial.com
Service Areas: Financial Literacy, Member Estate Planning, Member Financial Planning, Member Insurance, Compliance
1300 Valley House Dr. Suite 100-13 | Rohnert Park , CA 94928
Phone: (707) 921-7071 http://iqrconsulting.com/
Service Areas: Card Portfolio Management, Market Research, Technology Consulting, Consulting
600 17th Street, South Tower Suite 2610 | Denver, CO 80202
Timothy Thomas Director Credit Union Services
Phone: 3036237500 | Fax: 3036238120 http://www.isaakbond.com
11231 NW 20th St, Suite 140 - 337 | Miami, FL 33172
Vincent Raniere CEO 305-588-9825
Phone: 305-588-9825 https://is4banks.com
Service Areas: Operations, Technology, Consulting
11272 S. Ridgeview Rd. | Olathe, KS 66061-0000
Jerry Tenbrink Owner
Phone: 9138946214 http://www.jtacucpa.com/
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
P.O. Box 86761 | Baton Rouge, LA 70817
James Jordan
Phone: 2253577645 | Fax: 2257565101 http://jamesjordancpa.com
1415 N Loop W Suite #500 | Houston, TX 77008
Stefani Soza Marketing Director 800-809-2307
Phone: 713-490-6995 http://jmfa.com
Service Areas: Compliance, Consulting, Contract/Vendor Management
1910 N. 76th Ave. | Elmwood Park, IL 60707
http://johnkhoconsulting.com
Service Areas: Advertising, Branding, Direct Marketing, Consulting
1751 Lake Cook Road | Deerfield, IL 60015
Valerie Jordan President
Phone: 803-932-9540 | Fax: 803-945-2233 http://www.jordanandjordan.com
P.O. Box 454 | Dixon, CA 95620
Chris Duncan National C.D Specialist
http://www.jumbocdinvestments.com
P.O. Drawer 145510 | Coral Gables, FL 33114
Caroline Jervey Editor
Phone: 800-388-6686 | Fax: 800-230-9569 http://www.jumboratenews.com
501 Park Drive South | Great Falls, MT 59403
Jerry L. Lehman CEO
Phone: 4067612820 | Fax: 4067612825 http://www.jccscpa.com
Box 35 | Edmond, OK 73083
Phone: 9188151200 http://profitimprovement.com
Service Areas: Consulting, Contract/Vendor Management
150 W. Main Street | Norfolk, VA 23510
Andy Keeney Attorney, Chair of the Credit Union Team
Phone: 757-624-3153 | Fax: 757-624-3169 http://www.kaufcan.com
3615 Newburg Road | Louisville, KY 40218
Jim Thompson President
Phone: 5024596110 | Fax: 5024598027 http://www.kycorp.org
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
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
15332 Antioch Street, PMB #335 | Pacific Palisades, CA 90272
Phone: 3102303150 http://kollnergroup.com/
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
345 Park Ave | New York, NY 10154
Phone: (202) 533-3000 | Fax: (202) 533-8500 http://www.us.kpmg.com
1585 Kapiolani Boulevard #1625 | Honolulu, HI 96814
Phone: (808) 942-9898
7380 Sand Lake Road Suite 500 | Orlando, FL 32819
Joshua Schafer Vice President - Operations
http://www.langanenterprises.com
100 Superior Plaza Way Suite 200 | Superior, CO 80027
Scott Kline Sales Representative
http://www.stillsecure.com
17134 Devonstire Suite 202 | Northridge, CA 91325
A. LYSA SIMON ATTORNEY AT LAW
http://www.culawyer.com
Service Areas: Auto Recovery, Collections, Legal Services
6782 S. Potomac Street, Suite 100 | Centennial, CO 80112
Trina Larson AVP of Business Development 720-221-5792
Phone: 720-221-5792 http://www.lcsfin.com/
Service Areas: Auto, Collections, Student Lending, Legal Services
22 Inverness Center Parkway, Suite 200 | Birmingham, AL 35242
Alan Babcock Vice President Strategic Partnerships 8505581102
Phone: 2059919710 | Fax: 2059912576 http://lscu.coop
Service Areas: Credit Card Processing, Website Design, Audit/CPA
LEVERAGE, the Service Corporation for the League of Southeastern Credit Unions, is the business services provider that leverages credit union system resources, relationships, and industry knowledge for optimal performance and sustained growth of its clien
2401 Fountainview Suite 300 | Houston, TX 77057
Rebekah Bingham Assistant Vice President, Marketing
http://www.legalaccessplans.com
804 Moorefield Park Dr. Ste. 102 | Richmond, VA 23236
Cameron Gray Marketing Creative 804-977-2393
Phone: (804) 773-3235 http://www.lenderselectmortgage.com
Service Areas: Mortgage Processing, Mortgages, Compliance
180 W. Campbell St. | Arlington Heights, 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 hi
222 Merchant Street | Honolulu, HI 96813
Lester Leu Partner
Phone: 808 538-1921 | Fax: 808 523-9585 www.leu-okuda.com
Plaza Towers - Suite 312 1736 E. Sunshine | Springfield, MO 65804
Alice Whinnery President & CEO
Phone: 4178893700 | Fax: 4178893714 http://www.lfeinstitute.com
P.O. Box 570 | Sunbury, OH 43074
Steve Lillie Partner 740-965-2294
Phone: (740) 965-2294 | Fax: 7409651891 http://www.lilliecpa.com
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 ta
350 Church Street Mmc1 | Hartford, CT 06103
Edward Rubio National Director, Advisor Direct
http://www.lfaonline.com
3500 North Causeway Boulevard, Suite 1510 | Matairie, LA 70002
David Savoie President/CEO 800-421-7030
Phone: 5048388250 | Fax: 5048388822 http://www.lacorp.com/
1393 Veterans Memorial Highway | Hauppauge, NY 11788
Ray Amereno Director
Phone: 800-645-5424 | Fax: 631-979-0448
9785 Towne Centre Drive | San Diego, CA 92121
James Norwood V.P., Financial Institution Services
Fax: 7043764476 http://www.joinlpl.com
Service Areas: Financial Literacy, Member Insurance, Consulting
5335 Wisconsin Ave #780 | Washington, DC 20015
Richard Garabedian Partner
http://www.luselaw.com
9801 Washingtonian Boulevard, Suite 200 | Gaithersburg, MD 20878
Susan Thompson Director of Client Services
http://www.lyonsreg.com
227 Water Street | Augusta, ME 04338
Mark Ayers (207) 831-8728
Phone: 2078318728 http://www.macpage.com
1300 Piccard Drive Suite LL 14 | Rocklville, MD 20850
Connie Hackney Executive Director
Phone: 2025816900 | Fax: 5406687259 http://www.macuma.org
550 Science Dr. | Madison, WI 53711
Bob Lindner Vice President - Dir. CU Business Development 608-216-9196
Phone: (608) 274-0300 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 solutio
P.O. Box 5008 | Madison, WI 53704
Dick Watts Vice President
http://www.madisonlife.com
280 Wekiva Springs Road, Ste 3000 | Longwood, FL 32779
Michael Crofts President 321-214-1776
Phone: 3212141776 | Fax: 8664573460 http://www.maplestreetinc.com
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/
P.O. Box 9107 | San Anselmo, CA 94960
Cory West National Sales Director
http://www.marketratesinsight.com
233 Needham Street, Suite 510 | Newton, MA 02464
John Buddle President/CEO
http://www.msic.org
109 L Millstone Drive | Hilllsborough, NC 27278
Tim O'Rourke CEO
http://matthewsyoung.com
200 Galleria Parkway, Suite 1700 | Atlanta, GA 30339
Kris Trainor Partner (800) 277-0080
Phone: 7709558600 http://www.mjcpa.com
25250 North 92nd Street | Scottsdale, AZ 85255
Jeff Wildenthaler SVP, Sales & Marketing
Phone: 480-556-6771 | Fax: 480-556-6772 http://www.mpsaz.com
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
1375 Thornbird Dr. | Cincinnati, OH 45230
Steve French President
Phone: 5132975200 | Fax: 5132416676 http://www.membermap.com
14025 Riveredge Drive, Suite 280 | Tampa, FL 33637
Sheldon Reynolds Vice President Trust and Investments 888-727-9191
Phone: 8136005245 | Fax: 8139087053 http://www.memberstrust.com
Service Areas: Member Estate Planning, Retail Investments, Institutional Investments
100 Chestnut St. Suite 1200 | Rochester, NY 14604
Raymond Jacobi Jr. CPA (585) 423-1860
Phone: 5854231860 | Fax: 5856721942 http://www.mengelmetzgerbarr.com
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
211 N. Olive Street | Media, PA 19063
Guy A. Messick
Phone: 6108919000 http://www.cusolaw.com
261 Old York Road Suite 604 | Jenkintown, PA 19046
Phone: 2158845273 http://www.meyerchatfield.com/
Service Areas: Executive Benefits & Compensation, Institutional Insurance, Institutional Investments
521 5th Ave, 6th floor | New York, NY 10175
Daniel Thomas Managing Director 212-233-1250
Phone: 212-233-1250 https://www.miacanalytics.com
Service Areas: Loan Participations, Mortgages, Asset/Liability Management (ALM)
P.O. Box 8054 | Lansing, MI 48933
Dave Adams President
Phone: 8002626285 | Fax: 5174823762 http://www.mcul.org
8615 West Frazier Street | Wichita, KS 67212
Larry Eisenhauer President
Phone: 3167212600 | Fax: 3167222025 www.millenniumcorporate.org
1400 Lakeover Road, Suite 200 | Jackson, MS 39213
Charles Elliot, Jr. President
Phone: 6019814552 | Fax: 6019814564 http://www.mscua.com
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
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
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
7 World Trade Center at 250 Greenwich St., 14th Floor | New York, NY 10007
Bob Stoddard Vice President/Regional Marketing Manager
Phone: 415 874-6000 | Fax: 415 874-6799 http://www.moodyskmv.com
5122 Cascade Road SE | Grand Rapids, MI 49546
Rachel Laug, Financial Advisor Morgan Stanley Smith Barney LLC. Member SIPC 616-771-6070
Phone: 616-771-6070 https://advisor.morganstanley.com/the-laug-group
Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, Institutional Investments
1999 Broadway, Suite 4000 | Denver, CO 80202
Danielle Johns Marketing Specialist 303-294-7772
Phone: 303-294-7772 https://www.mossadams.com/cu
1009 Grant Street | Denver, CO 80203
Scott Earl President/CEO 7204793201
Phone: 7204793200 | Fax: 6022419642 http://www.mwcua.com
28411 Northwestern Highway Suite 1350 | Pleasant Ridge, MI 48069
Darryl Maccagnone National Sales Manager
Fax: 2482911101 http://www.mbssecurities.com/
Level 4 / 33 Pirie Street | Adelaide 5000
Donald Halley Sales
Phone: 8886643671 http://www.mycarms.com.au
Service Areas: Compliance, Enterprise Risk Management (ERM)
6 Taft Court Suite 301 | Rockville, MD 20850
Lisa Barber Business Development
http://www.myvesta.org
2550 Wasser Terrace, Suite 400 | Herndon, VA 20171
Melissa Jones 703-561-1100
Phone: 703-561-1100 https://www.nacha.org
Service Areas: Associations, Consulting
3419 Via Lido, #135 | Newport Beach, CA 92663
Jack Antonini President
Phone: 9496455296 | Fax: 9496455297 http://www.nacuso.org
3138 10th Street North | Arlington, VA 22201
David Carrier Chief Economist 703-842-2232
Phone: 800-344-5580 | Fax: 703-524-1082 http://www.nafcu.org
3138 N. 10th Street Suite 300 | Arlington, VA 22201
David C. Frankil President
Phone: 7035224770 http://www.nafcu.org/nafcuservices
2240 Grande Blvd. SE, Suite 103 | Rio Rancho, NM 87124
Phone: 505-898-2558 http://www.nagelcpa.us/
1655 N. Fort Myer Dr. Ste. 650 | Arlington, VA 22209
Alicia Valencia Erb Vice President, Member Relations 703-528-8351
Phone: (703) 528-8351 | Fax: 7035283248 http://nascus.org
NASCUS, the National Association of State Credit Union Supervisors, is the national association that advocates for a strong and healthy state credit union system, and whose members include state regulatory agencies, credit unions, credit union leagues, an
P.O. Box 160 | Del Mar, CA 92014
Celeste Shelton Executive Director
Phone: 8587923883 | Fax: 8587923884 http://www.nacuc.org
2011 Crystal Dr. Ste. 800 | Arlington, VA 22202
Bill Stewart VP & Credit Union Market Leader 772-597-2356
Phone: 7725972356 | Fax: 7725972357 http://www.ncb.coop
Service Areas: Loan Participations, Online Banking, Corporate Credit Union
National Cooperative Bank (NCB) is a leading provider of banking products and services to cooperative enterprises across the United States. Given our shared cooperative roots, credit unions and NCB have had a mutually beneficial relationship since NCB's i
Robert Spindler Executive Director
Phone: 8587923883 | Fax: 8587923884 http://www.ncpcu.org
Gigi Hyland Executive Director
Phone: 800-356-9655 http://www.ncuf.coop
Service Areas: Financial Literacy, Associations
P.O. Box 333 | Cumming, GA 30041
Kathy Anchors-Budd President & CEO 678-777-7463
http://www.ncuma.com
10661 North Kendall Drive, Suite 201 | Miami, FL 33176
Chris Vallez, CPA, MBA Partner 800-288-0293
Phone: 800-288-0293 http://www.nearman.com/
Since 1979, Nearman, Maynard, Vallez, CPAs has provided auditing and consulting services exclusively to credit unions. Our dedication to the industry has given us the unique ability to provide exceptional service at a reasonable price. Our services includ
4885 S. 118th Street, Suite 150 | Omaha, NE 68137
Scott Sullivan President
Phone: 4023339331 | Fax: 4023339431 http://www.nebrcul.org
P.O. Box 15118 | Albany, NY 12205
William J. Mellin President/CEO
Phone: 8003429835 | Fax: 5184378284 https://nycua.org/
15450 South Outer Forty Dr. Suite 300 | Chesterfield, MO 63017
Erica Zumstein Business Development Administrator
Phone: 6368988100 http://www.newground.com
Service Areas: Facility Design & Build, Consulting
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
6000 Metrowest Blvd.,Suite 107 | Orlando, FL 32835
Linda Vick Executive Vice President
Phone: 4079268250 http://www.nextstepinc.com
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
S 323 Pines Rd. | Spokane, WA 99206
Ted Schott Attorney
Phone: (509) 924-9800 | Fax: (509) 924-9923
13221 SW 68th Pkwy, Suite 400 | Tigard, OR 97223
Troy Stang President/CEO
Phone: 8009959064 | Fax: 8779286397 http://www.nwcua.org
12900 N. Meridian Street Suite 300 | Carmel, IN 46032
Ed Snyder President
http://www.oaktreeadvisors.com
1101 Capital of TX Highway, South, Building K, Suite 250 | Austin, TX 78746
Michelle Flynn President
Phone: 5123010001 | Fax: 5123010006 http://www.objective-advisors.com
Service Areas: Asset/Liability Management (ALM), Consulting, Institutional Investments
101 Federal St. Ste. 800 | Boston, MA 2110
Morgan McKinney Executive Benefit Consultant 5166390556
Phone: (918) 315-0960 http://www.om-financial.com
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)
1400 Abbott Rd. Ste. 140 | East Lansing, MI 48823
Mark B. Wickard Managing Director - Investments 5173337760
Phone: (517) 333-7762 | Fax: 5173337780 https://www.oppenheimer.com/thecreditunionisg/
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 (CUs) throughout the country address the unique needs of their investment portfolios. At Oppenheimer, we understand th
12060 SW 129 Court, Suite 201 | Miami, FL 33186
Douglas Orth Managing Partner
Phone: (888) 676-3447 | Fax: (305) 232-8388 http://www.ocmcpa.com
28202 Cabot Road, Suite 225 | Laguna Niguel, CA 92677
Carl Meiswinkel President 949-347-7700
Phone: 9493477700 | Fax: 9493477701 http://www.p360inc.com
Service Areas: Lending, Mortgages, Consulting, Enterprise Risk Management (ERM), Mergers
3425 Simpson Ferry Road | Mechanicsburg, PA 17055
Kain Guerrini Partner (717) 763-1644
Phone: 7177909333 | Fax: 7177631646 http://www.pgacpas.com
100 NE Loop 410 Suite 1100 | San Antonio, TX 78216
Jenise Dounson CPA (210) 828-6281
Fax: 2108268606 http://www.padgett-cpa.com
1208 Stone Falls Way | Great Falls, VA 22066
Debbie Graham Account Executive
Phone: 877-925-7272 | Fax: 949-759-9406 www.para-protect.com
1020 SW Taylor Street | portland, OR 97209
Phone: 503-477-1702 https://paylynxs.com
Service Areas: Technology, Virtualization/Cloud Services, Compliance
150 Boush Street, Suite 400 | Norfolk, VA 23510
Harvey Johnson Partner (757) 627-4644
Phone: 7576274644 | Fax: 7576279444 https://www.pbmares.com/
2129 First Avenue North | Birmingham, AL 35203
Glenn Bridges (205) 323-5440
Phone: (205) 323-5440 | Fax: (205) 328-8523 http://www.pearcebevill.com
129 East Carlson | Cheyenne, WY 82009
Phone: 3076380386 http://www.penceandmac.com
Service Areas: Legal Services, Mergers, Strategic Planning
501 N. El Camino Real Suite 200 | San Clemente, CA 92672
Laura Pephens Managing Principal
http://www.pephensco.com
1235 North Loop West Suite 800 | Houston, TX 77008
Jerry Hobson Director of Sales
Phone: 1-866-737-1235 | Fax: 713-868-2251 http://www.pinnaclefinancialstrategies.com
Service Areas: Marketing, CRM/MRM, Enterprise Risk Management (ERM)
5555 Glenridge Connector Suite 200 | Washington, DC 20006
Kristen Zarcadoolas Managing Director
http://www.pivotgroup.net
2049 Century Pike East Suite 1100 | Los Angeles, CA 90067
Brad Pizer
Phone: 3108439729 http://www.pizercorp.com/
2601 Cambridge Ct. Suite 500 | Auburn Hills, MI 48326
Eric Formberg Director
http://www.plantemoran.com
315 W Ponce De Leon Ave. Suite 344 | Decatur, GA 30030
Phone: 4043734008 | Fax: 8887095723 http://poolehuffman.com/
Service Areas: Collections, Compliance, Legal Services
8550 United Plaza Blvd. Suite 1001 | Baton Rouge, LA 70809
Bill Balhoff Managing Director (225) 922-4600
Phone: 2259224600 | Fax: 2259224611 http://www.pncpa.com
5405 Alton Pkwy 5a-444 | Irvine, CA 92604
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1301 K Street, NW Suite 800W | Washington, DC 20005
Lori Scott (971) 544-4000
Phone: 2403065650 http://www.pwc.com
5131 Post Rd., Ste. 300, | Dublin, OH 43017
Chris Lewis VP Director of Trading
Phone: 6148259392 | Fax: 6148259281 http://www.epfc.com
16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382
Mike Prior President/CEO 800-405-8850
Phone: 6023757384 | Fax: 6028438377 www.pfgteam.com
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments
1021 Central Expressway South | Lenexa, KS 66214
Tracy Almquist Senior Marketing Manager 619-542-6951
Phone: 6195426951 | Fax: 8778277555 http://www.profitstars.com/
Service Areas: Bill Pay, Business Lending, Asset/Liability Management (ALM)
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
3815 River Crossing Pkwy, Suite 100 | Indianapolis, IN 46240
Rebecca Towne President
Phone: 3175662112 https://quadrantrisk.com
18915 142nd Avenue NE, Suite 140 | Woodinville, WA 98072
Andy Vanderhoff President
Phone: 800-969-4107 http://www.quantivate.com
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
25 Hanover Road | Florham Park, NJ 07932
Robert McCarthy Senior Vice President
Phone: 800-322-3240 | Fax: 973-966-0309 https://www.rbcwm-usa.com/index.htm
Redspin, Inc. 6450 Via Real, Ste. 3 | Carpinteria, CA 93013
Deanna Grady Director of Security Sales & Marketing
Phone: 8056846858 http://www.redspin.com
12811 SE 243rd St | Kent, WA 98031
Glenn Christensen President/CEO
Phone: 253.638.9486 | Fax: 253.239.1415 http://www.reflectionpoint.com
2300 E 54th Street North | Sioux Falls, SD 57104
Tom Caulfield Director of Sales 605-444-4845
Phone: 605-951-5169 | Fax: 605-271-1940 http://www.ReliaMax.com
Service Areas: Student Lending, Technology, Institutional Investments
5100 Wheelis Dr. Suite 300 | Memphis, TN 38117
Paul Pennebaker CPA
Phone: 9016822431 | Fax: 9016835482 http://www.rbgcpa.com
21520 Yorba Linda Blvd Suite G-516 | Yorba Linda, CA 92887
Michael Richards Chief Executive Officer
http://richardscpas.com
127 North Main Street | Cortland, NY 13045
Amanda Shaw Attorney
Phone: (315)696-5238 | Fax: (315)696-0243 http://www.riehlmanshafer.com/joomla/index.php
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
850 Puesta Del Sol | Thousand Oaks, CA 91360
Robert Hammer Chairman
http://www.rkhammer.com
Service Areas: Credit Cards, 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
138 Dodger Street | Beverly, MA 1915
Robert Anderson President (978) 232-9300
Phone: 9782329300 | Fax: 9782329625 http://www.creditunionaudit.com
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
4203 Kimbrelee Ct. | Alexandria, VA 22309
Stephen Breed CEO (202) 497-2982
Phone: (202) 497-2982 http://www.rockcreekmanagement.com/
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 r
101 E. Chesapeake Ave | Baltimore, MD 21286
James Higbee Partner (443) 725-5395
Fax: 4105837061 http://www.rowles.com
2700 San Pedro NE | Albuquerque, NM 87110
Kevin J. Koval, CPA, CFP, ABV Senior Manager 505-883-2727
http://www.rpcllp.com
Service Areas: Audit/CPA, Consulting, Mergers
30 S. Wacker Dr. | Chicago, IL 60606
Steven Marsden Partner 415-848-5326
Phone: 8002743978 | Fax: 4158485353 http://rsmus.com
RSM is the leading provider of assurance, tax, and consulting services focused on the middle market, with nearly 13,000 professionals and associates in 84 U.S. cities and five locations in Canada. With more than 95 years of experience serving over 900 fin
P.O. Box 3146 | Orlando, FL 32802
David Jones President
Phone: 4074255500 | Fax: 4074230554
900 N 12th Avenue | Pensacola, FL 32501
Bill Massey Shareholder 800-477-7458
http://www.saltmarshcpa.com
Service Areas: Asset/Liability Management (ALM), Audit/CPA, Compliance
3838 Medical Drive Suite 103 | San Antonio, TX 78229
Sam Gott Owner
Phone: 9314849433 www.samgottcertifiedfinancialplanner.com
650 West Ave., Unit 3011 | Miami Beach, FL 33141
Sabeh F. Samaha President/CEO 855-772-6242
Phone: 8557726242 http://www.ssamaha.com
Service Areas: Technology Consulting, Contract/Vendor Management, Mergers
1200 Liberty Ridge Drive | Wayne, PA 19087
Christopher J. Pippett Partner
Fax: 610-722-3260 http://www.saul.com
1343 Canton Road, Suite B3 | Marietta, GA 30066
Paresh Patel Executive Vice President
Phone: 770-874-1490 | Fax: 770-874-2943 http://www.securadigm.com
619 Enterprise Drive | Oak Brook , IL 60523
Sharon Gregor Vice President and Shareholder
Phone: 630-954-1400 | Fax: 630-954-1327 http://www.seldenfox.com
808 Moorefield Park Dr. Suite 210 | Richmond, VA 23236
Mike Moore Senior Account Executive 804-272-3800
http://www.shawsystems.com
Service Areas: Auto, Auto Leasing, Business Lending, Collections, Consulting
230 West Monroe Street Suite 2810 | Chicago, IL 60606
John Grosser Managing Director 800-442-9825
http://www.shay.com
1777 S Harrison Street No. 1000 | Denver, CO 80210
Sheila Balzer Partner 303-759-2727
https://singerlewak.com/
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 par
4501 Hills And Dales Road Nw | Canton, OH 44708
Doreen Smith Partner (330) 477-1075
Phone: 330-477-1075 | Fax: 330-477-6020 http://www.smithbarta.com
5011 Gate Parkway Building 100, Suite 300 | Jacksonville, FL 32256-0562
Patricia Neuendorf Partner (904) 396-5831
http://www.sdnllp.com
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
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
80 Lamberton Road | Windsor, CT 06095
Colleen Nelsen SVP & GM
Fax: 8602984987 http://www.ssctech.com
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
5960 Howdershell Rd., #101 | Saint Louis, MO 63042
Phone: 310-451-5767
1900 L Don Dodson Dr. | Bedford, TX 76021
Heather Clyde Content Marketing Manager
Phone: 8008774567 | Fax: 8774008686 http://www.statenational.com
Service Areas: Technology, Compliance, Institutional Insurance
As the nation's premier portfolio protection specialist for almost 50 years, and the only provider who is also the underwriter, State National offers customized, cost-effective solutions with less paperwork, less time and effort required, and greater tran
14323 S. Outer 40, Suite N205 | Chesterfield, MO 63017
Stephen Lang Owner (314) 205-8601
http://www.stephenlangcpa.com/
5002 Margaret Court | Annandale, ON 22003
Steven Bisker Attorney at Law
www.creditunionlaw.com
10043 San Pablo Ct | Fountain Valley, CA 92708
Sharon Stevenson President
Phone: 877-742-5416 | Fax: 714-968-9776
321 Norristown Road | Ambler, PA 60123
Jill Didier Marketing/Communications Manager
www.stewartassociates.com
18000 West Sarah Lane Suite 180 | Brookfield, WI 53045
Thomas Lewis Senior Vice President-Investments 517-381-1204
Phone: 2627926161 http://stifel.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting
One Financial Plaza 501 North Broadway | Saint Louis, MO 63102
Andrew Okolski Managing Director, Financial Strategies Group 800-645-5424
Phone: 8006455424 | Fax: 6319790448 http://www.1empire.com/
9510 SW 151st Avenue | Beaverton, OR 97007
Lori Bocklund President 503-579-8560
Phone: 5035798560 http://www.strategiccontact.com
Service Areas: Call Centers, Member Services, Consulting
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?
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
1006 W. 9th Ave | King of Prussia, PA 19406
Eric Strohl President & CEO 610-265-1002
http://www.erm365.com
Service Areas: Business Continuity, IT Outsourcing, Technology Consulting, Contract/Vendor Management, Enterprise Risk Management (ERM)
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
330 East Main St | Muncie, IN 47305
Michael G Whisler Partner 765-289-7951
Phone: 7652897951 | Fax: 7657470718 http://www.scsew.com
631 Park Avenue | King of Prussia, PA 19406
Eric Strohl Vice President Planet Sales
Phone: 800-634-2016 | Fax: 610-768-4120 www.sungard.com
830 E. Franklin St. | Centerville, OH 45459
Lew Thomson Vice President Client Success 800-444-5465
Phone: 800-444-5465 http://www.supportexp.com
Service Areas: Mystery Shopping, Membership Surveys, Consulting
For over two decades, Support EXP has researched and innovated to help financial institutions optimize their CX performance, from Diagnosis to Differentiation. Our data-driven, comprehensive survey and mystery shop solutions; insight-rich data translation
830 East Franklin St. | Dayton, OH 45459
Support Insurance Sales
Phone: 800-444-5465 | Fax: 937-434-9562 http://www.qualitycpi.com
Service Areas: Collections, Member Insurance, Institutional Investments
Marc Mikkelson President
Phone: 4357706453 https://www.tacticscu.com/
Service Areas: Marketing, Website Design, Strategic Planning
2300 Clarendon Blvd Ste 601 | Arlington, VA 22201
Judy Sandberg Director
www.877tagline.com
1601 28th Street, Suite 300 | Boulder, CO 80301
Norm Howard Execuitve Vice President
2665 North Indian Ridge Drive | Tucson, AZ 85715
TIM HARRINGTON President
Phone: 800.788.9542 | Fax: 520.290.8378 http://www.forteamresources.com
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
19886 Ashburn Rd | Ashburn, VA 20147
Jerry Roley VP Financial Services
http://www.xacta.com
P.O. Box 21550 | Chattanooga, TN 37421
Fred Robinson President
Phone: 4238992425 | Fax: 4238998726 http://www.yourleague.org
85-25 Aspen Place | New York, NY 11432
Ravee Shankar Director
Phone: 6312369730 | Fax: 8668133227 www.teralinksystems.com
1601 N.W. Expy. 20th Fl. | Oklahoma City, OK 73118
Mark D. Baumann Managing Director 800-937-2257
Phone: 8009372257 | Fax: 4054157392 https://www.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 b
3104 E. Camelback Road # 436 | Phoenix, AZ 85016
Troy Evans President, Professional Speaker and Author
Phone: 602-265-6855 | Fax: 602-285-1474 http://www.troyevans.com
416 North Stanton #430 | El Paso, TX 79901
Michael Graham President 915-598-8885
Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments
8575 W. 110th Street, Suite 220 | Overland Park, KS 66210
Tony Ferris Partner
Phone: 8004244951 https://www.rochdaleparagon.com/
Service Areas: Lending, Compliance, Enterprise Risk Management (ERM), Strategic Planning
11605 Miracle Hills Dr | Omaha, NE 68154
Phone: 402-964-2617 http://www.thestrawgroup.com
Service Areas: Market Research, Consulting, Mergers
10694-A Crestwood Drive | Manassas, VA 20109
Bill Astrab Manager
Phone: 703.385.8888 | Fax: 703.385.3940 http://www.tgccpa.com
393 Inverness Parkway | Englewood, CO 80112
John Withaar COO
Phone: 303-268-1477 | Fax: 303-268-8338 http://www.toolcase.com
Service Areas: Collections, Enterprise Risk Management (ERM)
2708 Regent St | Madison, WI 53705
Patricia Torkildson Attorney
Phone: 608-441-9851 | Fax: 608-441-9851
5858 Westheimer Ste 300 | Houston, TX 77057
Slavek Rotkiewicz President
http://www.tpgsoftware.com
555 W. Adams St. | Chicago, IL 60661
Blake Woods Sr. Advisor, Credit Unions 312-985-3715
Phone: 3129853715 https://www.transunion.com/creditunions
Service Areas: Lending, Marketing, Enterprise Risk Management (ERM)
P.O. Box 1429 | Westbrook, ME 04092
Steve Roy President
Phone: 2077610774 | Fax: 2077610873 http://www.tricorp.org
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
26263 Forest Blvd. | Wyoming, MN 55092
Wendy Elieff SVP Client Service & Marketing 877-505-7352
Phone: 8003771798 http://www.triverity.com
Service Areas: Employee Training, Collections, Consulting
TriVerity, a PSCU company, is a full-service collection agency managing non-performing and charged-off loans with a comprehensive menu of third-party collection services. Since 1990, TriVerity has worked with over 2,700 financial institutions nationwide a
1001 Connecticut Ave., NW | Washington, DC 20036
Jay Johnson President of Trust for Credit Unions
http://www.trustcu.com
Service Areas: Loan Participations, Institutional Investments
The Trust for Credit Unions (TCU) Portfolios were created more than 30 years ago to provide credit unions with the investment options they need and professional management to enhance efficiency. The TCU Ultra-Short Duration Portfolio targets a 3-month dur
2814-14th Street SW | Calgary, AB T2T 3V4
Ron Ryan President
Phone: 1-888-744-7475 http://www.tuffrisk.com
100 N. First St. Ste. 202 | Burbank, CA 91502
Kian Moshirzadeh Partner 818-954-9700
Phone: (818) 954-9700 | Fax: 8189558416 http://www.twhc.com
CPAs and consultants specializing in a full suite of services to credit unions and CUSOs since 1987. In addition to opinion, internal, pension and compliance audits, TWHC provides tax planning and compliance services for credit unions and CUSOs. TWHC leve
400 Leap Road #473 | Hilliard, OH 43026
Amanda Thomas Founder & President 833-896-7267
Phone: 833-896-7267 http://www.twoscore.biz
Service Areas: Advertising, Marketing, Strategic Planning
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
4875 Eisenhower Ave Ste 220 | Alexandria, VA 22304
Doug Payne Chief Operating Officer
Phone: 8662873783 | Fax: 7038428726 www.unitrustfinancial.com
P.O. Box 27277 | Salt Lake City, UT 84111
Scott Simpson President/CEO
Phone: 8019723400 | Fax: 8019759301 http://www.utahscreditunions.org
3419 Cross Timbers Road, Suite 102 | Flower Mound, TX 75028
Clint Cornett CEO
Phone: 972-996-3206 | Fax: 972-691-4032 http://valutracsoftware.com
1201 Grand Avenue, Suite 5 | Billings, MT 59102
Dana Bowers CEO/Founder & Board Member 270-304-3550
Phone: 2705065140 | Fax: 4063259738 http://www.venminder.com
Service Areas: Technology Consulting, Compliance, Contract/Vendor Management
3773 Commonwealth Blvd. | Tallahassee, FL 32303
Lori Vary Director, ePurchasing
Fax: 8505581155 http://www.ventelligence.com
Service Areas: Contract/Vendor Management, Enterprise Risk Management (ERM)
570 Newfoundland Drive | St. Johns, NL A1A 5B1
Frank Healey
Phone: 709-368-9985 http://www.verafin.com
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
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
1500 NW 118th St | Des Moines, IA 50325
Justin Hupfer CEO
Phone: 5152213004 http://www.policyworksllc.com
P.O. Box 11469 | Lynchburg, VA 24502
Richard Pillow President
Phone: 4342379600 | Fax: 4342398148 http://www.vacul.org
2460 Atrium Way | Nashville, TN 37214
Wade Stapleton VP, Marketing & Communications 615-232-7984
Phone: 615-232-7900 http://www.volcorp.org
Service Areas: Check Processing, Asset/Liability Management (ALM), Consulting
VolCorp’s mission is to inspire credit unions to reach new heights by providing dynamic payment solutions, custom investment services, and unparalleled member service. Headquartered in Nashville, Tennessee, VolCorp has been serving the credit union moveme
298 Drinker Street | Bloomsburg, PA 17815
W.R. Max Bendel Owner 570-317-2762
Phone: 5703172762 http://www.CULinks.com
2500 Acton Road | Birmingham, AL 35243
Jennifer Duren Regional Marketing Manager
Phone: 8007597857 www.warrenaverett.com
888 Bestgate Road Suite 401 | Annapolis, MD 20401
Phone: 2028610020 http://www.watkinsconsulting.com
Service Areas: Operations, Compliance, Consulting
411 Cedar Grove Road | Parkersburg, WV 26101
Kenneth Watts President
Phone: 3044854521 | Fax: 3044850573 http://www.wvcul.org
685 Market Street, Suite 540 | San Francisco, CA 94105
Kim Bickford VP Partnerships and Alliances
Phone: 4154331230 | Fax: 4154331370 http://www.wespay.org
11675 Sw 66th Ave | Tigard, OR 97223
Mike Kehoe President
Phone: 800-932-0989 | Fax: 503-294-0263 www.westernreliance.com
280 Trumbull Street, 24th Floor | Hartford, CT 06103-3509
Drew Andrews Partner (860) 524-4430
Fax: 8605244475 www.wadvising.com
55 East 5th Street | Saint Paul, MN 55101
Phone: 651-224-1200 http://www.wilwinn.com
10000 Innovation Dr. Suite 250 | Milwaukee, WI 53226
JoAnn Cotter Partner (414) 431-9300
Phone: 4144319300 http://www.wipfli.com
N25W23131 Paul Road, Suite 500 | Pawaukee, WI 53072
Brett Thompson President/CEO
Phone: 2625490200 | Fax: 2625497722 http://www.theleague.coop
75 Troy Road | East Greenbush, NY 12061
Matthew S. Lindemann, CFE, CPA Partner (518) 694-8006
Phone: 5184771102 | Fax: 5184771302 http://www.wojeskico.com
99 High Street | Boston, MA 02110
John J. Leonard CPA (617) 261-8126
Phone: 6174399700 | Fax: 6175420400 http://www.wolfandco.com
P.O. Box 2982 | Madison, WI 53705
Brian Branch President/CEO
http://www.woccu.org
1210 13th St | Altoona, PA 16603
Phone: 8149446191 | Fax: 8149421018 http://www.yobco.com