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Buyer's Guide
Professional Services & Consulting
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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
Stan Abrams President
Phone: 8189362625
Service Areas: Strategic Planning
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
1000 West McNab Road | Pompano Beach, FL 33069
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)
Scott Teel Marketing Director (980) 216-9293
Phone: 3033009886 | Fax: 3033006586 http://www2.agilityrecovery.com/
Service Areas: Business Continuity, Consulting
4020 N. MacArthur Blvd. #122-331 | Irving, TX 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/
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 Suman Boulevard, Suite 400 | Naperville, IL 60563
Tim Bruculere SVP - Membership 800-253-0053
Phone: 8002530053 | Fax: 5182923829 http://www.alloyacorp.org
Service Areas: Check Processing, Loan Participations, Corporate Credit Union
Alloya provides critical cooperative services to over 1,600 member credit unions, including investment, financial, lending and correspondent services. In conjunction with its wholly-owned CUSO, Alloya Solutions, LLC, Alloya leverages the power of aggregation to ensure its members remain competitive in today’s market place. To learn more, visit www.alloyacorp.org.
4450 Weaver Parkway, Ste. 150 | Warrenville, IL 60555
Mary Westberg Executive Director
Phone: 7205404621 http://www.balancesheetsolutions.org/
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
4 Crosby Drive | Bedford, MA 01730
Dylan Tancill Director, Bank & Credit Union Team 978-275-8204
Phone: 9784412200 | Fax: 9784411114 https://www.altair.com/data-analytics/
Service Areas: Data Processing, Technology, Consulting
The Datawatch Data Intelligence platform empowers credit unions large & small to harness the power of automated data preparation and predictive analytics. Analysts, Data Scientists and Business users at over 800 credit unions rely of Datawatch to enable data access, automate reconciliation, streamline data migration & reporting during mergers, complete regulatory reporting, create credit risk scorecards, optimize collections, prevent member churn and gain powerful insights from marketing analytics.
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
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)
3003 Oak Rd | Walnut Creek, CA 94597
Tom Murphy SVP, Credit Union Sales 800 909 4264
Phone: 8009094264 | 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, we offer the financial strength and risk management experience CUs want in a partner. Our innovative solutions, like RateStarSM, RateStar BuydownSM and the AMGC Community Program, can grow your membership and expand your origination opportunities.
200 Dryden Road | Dresher, PA 19025
Jane Weizenegger Strategic Relations
Phone: 2156488000 | Fax: 2156484888 http://www.ascensus.com
Service Areas: Technology, Compliance, Consulting
555 South Front Street Suite 350 | 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 N Idaho Rd, Apache Junction, AZ 85119
Bob Mellinger President 571-248-8200
Phone: 5712488200 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
Daniel Burk SVP, Business and Product Development 720-945-7235
Phone: 7209457250 http://www.cusn.com/
Service Areas: HR, IT Outsourcing, Compliance
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 06405
Steve Moalli Partner 203-481-1120
Phone: 2034811120 http://www.baileyscarano.com/
Service Areas: Audit/CPA, Consulting
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
2527 Camino Ramon | 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 Road Suite 105 | East Lansing, MI 48823
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.
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
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
Kathy Darwin Owner 505-480-7304
Service Areas: Board Education, Employee Training, Consulting, Performance Benchmarking, Strategic Planning
8222 S. 48th Street Suite 275 | Phoenix, AZ 85044
Amanda Hohimer Vice President 602-840-0606
Phone: 8002387475 http://www.cmyers.com
Service Areas: Asset/Liability Management (ALM), Consulting, Strategic Planning
C. myers has partnered with credit unions since 1991. Their philosophy is based on helping clients ask the right, and often tough, questions in order to create a solid foundation that links strategy and desired financial performance. They have the experience of working with over 550 credit unions, including 50% of those over $1 billion in assets and about 25% over $100 million. C. myers helps credit unions think to differentiate and drive better decisions through facilitating more than 150 strategic planning, strategic leadership development, process improvement, and project management sessions each year, and providing A/LM, liquidity, and other financial analyses.
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 data, actionable insights, and benchmarking tools to develop their unique competitive advantages and achieve their strategic goals. Our 30-year history has enabled us to build an unparalleled knowledge transfer consortium which connects the industry’s best minds.
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 St NW #801 | 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
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
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
Kathy Garner CEO
Phone: 2147037800 | Fax: 2147037906 http://www.catalystcorp.org
Service Areas: Checks, Remote Deposit Capture (RDC), Corporate Credit Union
95 Mortimer Street, Suite 26 | London
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
Nirav Doshi CEO 248-651-8602
Phone: 2486518602 http://www.securecdp.com
Service Areas: e-Signatures, Technology Consulting, Compliance
CDP makes digital transformation easy. Our people-first approach and industry-leading consulting and software help organizations in regulated industries through the complex process of digitizing documents, automating workflows, and improving customer and employee experiences. Our dedicated consultants provide support throughout the journey—improving IT infrastructures, leveraging custom-fit technologies to cut costs, increasing profitability, and making secure information management easy for customers and employees.
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
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/
109 North Main Street | Austin, MN 55912
Bryan Mogensen Principal
Phone: 6026043551 | 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 complying with regulations, CLA’s experienced team guides clients through challenging times and helps position them for future success.
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
Phone: 8003566568 https://conetrix.com/
Service Areas: Network Security, Audit/CPA, Compliance
801 S. Fillmore, 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, 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 Road Ste 400 | Scottsdale, AZ 85251
Scott Sommer CEO and Partner 480-423-2030
Phone: 480-423-2030 http://www.crnrstone.com/
Service Areas: Consulting, Contract/Vendor Management, Performance Benchmarking
Cornerstone Advisors delivers consulting services, industry insights and executive forums focused on helping credit unions improve profitability and elevate performance quickly and efficiently. We enable our clients to develop more meaningful business strategies, negotiate better vendor contracts, make smarter technology decisions, and strategically re-engineer critical processes.
4365 Crescent Road | Irondale, AL 35210
Lisa Coffey Chief Innovation Officer
Phone: 2053134300 | Fax: 2053133260 https://www.corpam.org
Service Areas: Check 21, Corporate Credit Union, Institutional Investments
6262 South Lowell Place | Muskego, WI 53150
Chris Felton CEO
Phone: 4144255555 | 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. Corporate Central has been servicing over 350 credit unions and organizations throughout the United States since 1947.
8700 Orion Place | Columbus, OH 43240
Paul Hixon EVP, Chief Member Engagement Officer 614-825-9313
Phone: 6148259356 | Fax: 6148259201 http://www.corporateone.coop
Serving nearly 800 credit unions nationwide, Corporate One Federal Credit Union has been leading the way in providing premier investment, funding, and payment solutions for America’s credit unions for 70 years. In addition to helping member credit unions grow their bottom line, manage cash effectively, and succeed in the faster-payments arena, Corporate One continues to nurture and grow its wholly owned CUSOs: Accolade Asset/Liability Advisory Services (balance sheet management), Lucro Commercial Solutions (business lending), and Sherpa Technologies (digital solutions).
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 Dr Bungalow 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 #25 | Gainesville, FL 32608
Jonathan A. Birk Vice-President
16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382
Mike Prior President/CEO 800-405-8850
Phone: 6023757384 | Fax: 6028438377 http://www.cufn.org
Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments
224 Datura Street Suite 615 | West Palm Beach, FL 33401
JoAnne Kao Credit Union Journal
http://www.cujournal.com
Sarah Turner Director
http://www.miracleday.org/
Service Areas: Public Relations, Associations
5710 Mineral Point Road | Madison, WI 53705
Bill Cheney President
http://www.cuna.org
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 Grapevine 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 Center 521 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
Dennis Washington President
http://www.crossdig.com/
Service Areas: Advertising, Branding, Direct Marketing, eMarketing, Consulting
330 East Jefferson Boulevard | South Bend, IN 46601
Mark Taylor Partner 630-575-4335
http://www.crowehorwath.com
John Harris CEO (972) 347-4500
Phone: (877) 674-7555 https://cubenefitsalliance.com/
Service Areas: Employee Benefits & Compensation, Consulting, Strategic Planning
7200 West 132nd St. Ste 240 | Overland Park, KS 66213
Lewis Lester Chief Executive Officer 678-960-2900
Phone: 6789602900 http://cucapitalmarketsolutions.com
Service Areas: Loan Participations, Asset/Liability Management (ALM), Consulting
CU Capital Market Solutions (CMS) is a Credit Union Service Organization (CUSO) and Registered Investment Advisor (RIA) that specializes in innovative capital market solutions, earnings and balance sheet optimization and, specialized assets and loan programs that are designed to enhance Credit Unions ability to maximize earnings, grow assets and expand net interest margin. CMS provides Secondary Capital, term funding and overnight funding to qualified Low-Income Designated Credit Unions (LICU’s). CMS also provides unique, approved, alternative asset products, USDA and SBA loan participations and programs to all qualified Credit Unions. The CMS “Total Solution” has a proven track record of delivering the results that Credit Unions need to excel.
300 4th Ave S. Suite 200 | Saint Petersburg, FL 33701
James Guild Co-Founder/Managing Partner 727-698-9973
Phone: 7276989973 http://cuengage.com/consulting
Company Description:
CU Engage is redefining what it means to be consultants.
con· sult· ants | kÉ™nˈsÉ™ltnts:
A passionate team of industry experts helping credit unions set strategies and select partners with a focus on member experience and long-term relevance.
We've successfully guided our credit union clients through over 350 strategic projects resulting in improved vendor relations, better member experiences, and over 1 Billion in savings and incentives.
We help credit unions like yours with projects such as:
Ask to speak to one of our references today, call 727-698-9973 or visit us online at: https://www.cuengage.com/consulting/
PO Box 1053 | Portland, ME 04104
Alan Theriault President
Phone: 800-649-2741 | Fax: 202-478-0935 http://www.cufinancial.com
Brett Christensen Lending Trainer/Consultant
http://culendingadvice.com/
Service Areas: Business Lending, Lending, Strategic Planning
Denise Yuh Principal Partner 888-432-8772
Phone: 8089427565 http://www.cupacific.com
500 Main Street Suite 110 | New Brighton, MN 55112
Donald R. Anderson CEO
Phone: 6517879555 | Fax: 6517879577 http://www.cucompanies.com
Service Areas: Employee Incentive Programs, Mortgages, Strategic Planning
6801 Parkwood Blvd, Suite 300 | 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
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
4534 S Park Ave | Tacoma, WA 98418
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.
Phone: 7608458146 http://www.cubroadcast.com
Service Areas: Branding, eMarketing, Social Media, Consulting
Sam Brownell President 202-617-9581
Phone: 2026179581 http://cucollaborate.com/
Service Areas: Board Education, Technology Consulting, Consulting, Contract/Vendor Management
5510 Research Park Drive | Madison, WI 53711
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.
P.O. Box 14167 | Madison, WI 53714
Erin Templer Director of Marketing
Phone: 800-252-2664 | Fax: 608-271-2303 http://www.cues.org
5510 Research Park Dr. | Madison, WI 53711
Sales CUES Advertising & Sales
Mark Cummings Principal (314) 845-6050
http://www.cummingscpa.com/
P.O. Box 431 | Madison, WI 53701
Christopher Morris CUNA Councils
http://www.cunacouncils.org
Meg Jelak Supervisor of Market Research Services
Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, Credit Union Research
P.O. Box 391 | Madison, WI 53701
Robert Trunzo President & Chief Executive Officer
Phone: 8003562644 http://www.cunamutual.com
Service Areas: Lending, Member Insurance, Institutional Insurance
CUNA Mutual Group was founded in 1935 by credit union pioneers and our commitment to their vision continues today. We offer insurance and protection for credit unions, employees and members; lending solutions and marketing programs; TruStage™ branded consumer insurance products; and investment and retirement services to help our customers succeed.
PO Box 2329 | Cinnaminson, NJ 08077
Jerry Farese CEO 941-242-5058
http://www.cu-solutions.com/
Service Areas: Auto Recovery, Auto Remarketing, Compliance
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
20731 St. Louis Rd | 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
Devon A. Kinnard, Esq. Shareholder & Director 617-589-3858
Phone: 6175893858 | Fax: 6173053158 http://www.DavisMalm.com
Service Areas: Compliance, Legal Services, Mergers
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 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
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 West Big Beaver Road | Troy, MI 48084
Robin D. Hoag, CPA, CGMA, CMC Shareholder, Financial Institutions Group (248) 244-3242
Phone: 2482443242 | Fax: 2482736842 http://doeren.com
Service Areas: Audit/CPA, Compliance, Mergers
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, mergers and collaborations, and other advisory services. Drawing on our experience, we apply our expertise to assist in assessing opportunities, managing risk and delivering value to credit union stakeholders.
5511 Highway 280 Suite 224 | Birmingham, AL 35242
Dennis Dollar Partner 205-991-1525
Phone: 2059911525 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, executive recruiting, board and management training, staff education and governmental relations. Working with both credit unions and the organizations that serve them, Dollar Associates offers regulatory, public policy, strategic and management expertise from recognized industry leaders with personal attention and competitive rates.
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 Drive, Suite 300 | Burlington, MA 01803
Jane Melchionda President 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 investment services; ALM services; ACH processing; RDC solutions; cash management services; and statement rendering.
Carlos F Rodriguez COO 305-726-6135
Phone: 5165285057 http://edgeconsultancyllc.com/
Service Areas: Consulting, Enterprise Risk Management (ERM), Strategic Planning
9309 Parliament Circle | Daphne, AL 36526
Lorraine Zerfas Executive Director
Phone: 2516263377 http://www.ecuc.org
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
1550 Peachtree Street H36 | Atlanta, GA 30309
Tony Marinella Sales Manager 978-658-5910
Phone: 4048858000 http://www.equifax.com/business/solutions-credit-unions
Service Areas: Lending, Marketing, Performance Benchmarking
Equifax helps credit unions optimize member household growth across all product types and at every stage of the household lifecycle to help you identify and retain more members, find and close high quality loans, and better assess account risk to minimize exposure and losses. For more information, visit www.equifax.com/business/solutions-credit-unions or call 1-800-879-1025.
901 S 2nd St | 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 Blvd | 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 Street Suite 200 | Des Moines, IA 50309
Angela Richards Communications Manager 800-544-3452
Phone: 8005443452 | Fax: 5156991287 http://www.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
1905 W 4700 South | Salt Lake City, UT 84118
Bart Ferrin CPA
Phone: 8018402220 http://ferrincpa.com
1010 E Washington Street Suite 306 | Madison, WI 53703
Maureen McCrone Membership Manager 6086613740
Phone: 6086613740 http://filene.org/
Service Areas: Consulting, Credit Union Research, Strategic Planning
Filene Research Institute strengthens organizations through innovative research and incubation to improve consumer financial well-being. As an independent cooperative finance think tank, Filene’s membership network connects a community of leaders and bright minds to change lives through innovation, truth and cooperation. In addition to delivering cutting-edge, actionable academic research, Filene also provides incubators to test and scale solutions, events to spark organizations into action and advisory services to help accelerate and implement innovation. For more information, visit filene.org and @fileneresearch.
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
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
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
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 West Street, Suite 700 | Columbus, OH 43215
Scott H. Runyan Director 614-947-5272
Phone: 6144735272 http://gbq.com/
With over 219 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 diversity of expertise, background and education to our clients. At GBQ we empower the growth of our Credit Union clients.
8325 Six Forks Road | Raleigh, NC 27615
Melissa Lineberry Segment Manager (919)870-2411
https://www.mi.genworth.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 solutions—you-centric solutions that matter.
5602 Harvest Grove Ln | Wilmington, NC 28409
Thomas Glatt Strategy Consultant
Phone: 888-217-5988 | Fax: 888-217-5988 http://www.glattconsulting.com
757 Third Avenue, 9th Floor | New York, NY 10017
James C. Norfleet Partner
Phone: 3128560200 | Fax: 3126028099 http://www.grantthornton.com
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, MN 64111
Amy Roberts Manager, Strategic Relationships
http://www.hrblock.com
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: 2318182258 http://www.jonesandsas.com/
Hauser Jones & Sas was established to serve the audit, tax and regulatory compliance needs of credit unions. Service to community runs through our veins, and with that comes a deep sense of appreciation and responsibility to serve our clients with honesty, integrity, and accountability. For 35 years and counting, we have helped credit unions of all sizes to be successful while helping the people who manage and oversee credit unions to thrive in their positions. We currently serve more than 50 credit unions throughout Washington, Oregon, Idaho, Montana, Alaska, and Northern California. If you value industry expertise and a close, professional, working relationship with a proven team, then we are the audit, compliance, and consulting firm for you. Our audit and internal audit teams have extensive experience in serving credit unions in lending, deposit operations and in complex reporting and accounting issues. We recognize that expertise and experience alone are not enough to build a successful client-auditor relationship. There has to be trust and open communication. Our culture provides a competitive edge that allows us to build strong client relationships and attract the top professionals and knowledgeable workers to serve you better.
Tumi Oluyole Senior Manager 402-390-2480
Phone: 4023902480 http://www.hayes-cpa.com/
Maury Pilver President
Phone: 9044426750 http://www.hcui.coop
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 YaleSuite 1200 | Tulsa, OK 74136
Richard Wright Audit Partner
http://www.hogantaylor.com
1777 S Harrison Street No. 1000 | Denver, CO 80210
Sheila Balzer Partner 303-759-2727
http://www.hhbdenvercpa.com/
8312 Tyner Loop | 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
395 Oyster Point Blvd. Suite 405 | South San Francisco, CA 94080
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.
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
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.
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
2770 Vista Avenue | Boise, ID 83705
Alan Cameron President
Phone: 2083434841 | Fax: 2083434869 http://www.idahocul.org
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 https://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
Jessica Richardson Partner
Phone: 8772242429 http://www.in-fusiongroup.com
Service Areas: HR, Marketing, Strategic Planning
223 N. Ellsworth | Naperville, IL 60540
John Redding President
Phone: 630-416-7971 | Fax: 630-416-7986 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
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
James Jordan
Phone: 2253577645 | Fax: 2257565101 http://jamesjordancpa.com
http://johnkhoconsulting.com
Service Areas: Advertising, Branding, Direct Marketing, Consulting
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
1751 Lake Cook Road | Deerfield, IL 60015
Valerie Jordan President
Phone: 803-932-9540 | Fax: 803-945-2233 http://www.jordanandjordan.com
160 N. First Street, Suite 2 | 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
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/
1700 K Street NW | 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
Korn Ferry is a global organizational consulting firm, synchronizing strategy and talent to drive superior performance for our clients. No one knows more about aligning talent and organizational strategies than Korn Ferry. With our unique expertise, we can help you release the power of your collective genius and drive superior performance.
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 DevonstireSuite 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 Shared Cooperative Services 8505581102
Phone: 2059919710 | Fax: 2059912576 https://www.myleverage.com
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 clients and business partners. We work to offer credit unions best-in-class products and services that result in reducing costs, maximizing results, and making the most difference.
2401 Fountainview Suite 300 | Houston, TX 77057
Rebekah Bingham Assistant Vice President, Marketing
http://www.legalaccessplans.com
804 Moorefield Park Drive, Suite 102 | Richmond, VA 23236
Tracy Marks President 804-977-2393
Phone: 8049772393 http://www.lenderselectmortgage.com
Service Areas: Mortgage Processing, Mortgages, Compliance
LenderSelect Mortgage Group is a full-service mortgage provider committed to empowering community lenders with the necessary tools for growing a profitable mortgage platform. As a Fannie Mae, Freddie Mac and Ginnie Mae approved lender, LenderSelect’s collaborative approach offers community lenders the benefits of directly offering mortgages, without increased overhead costs or risk. Customized to individual community lender needs, LenderSelect’s model offers financial institutions maximum return on their investment by increasing borrower retention, production and profitability, while ensuring compliance oversight.
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.
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
801 West Cherry St. Suite 100 | Sunbury, OH 43074
Steve Lillie Partner 740-965-2294
Phone: 7409652294 | Fax: 7409651891 http://www.lilliecpa.com
Lillie & Company was founded in 2003 to serve credit unions as an industry-specific audit firm. The value of partnerships is our deep knowledge of the credit union industry. In addition to providing quality audits, we take a holistic view of your credit union and offer expert advice and consulting services to help your business thrive. In addition to our core services of annual and compliance auditing, we can assist you with mergers, field of membership expansions, defined benefits packages, ALM & AML model validations, balance sheet optimization, and much more. Contact us and we’ll be happy to discuss your needs.
350 Church Street Mmc1 | Hartford, CT 06103
Edward Rubio National Director, Advisor Direct
http://www.lfaonline.com
3500 North Causeway Boulevard, Suite 1510 | Metairie, 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
Richard Garabedian Partner
http://www.luselaw.com
9801 Washingtonian Boulevard, Suite 200 | Rockville, MD 20878
Susan Thompson Director of Client Services
http://www.lyonsreg.com
One Market Square | 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
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.
6120 University Avenue | Madison, WI 53704
Dick Watts Vice President
http://www.madisonlife.com
260 Wekiva Springs Road Suite 1050 | Longwood, FL 32779
Michael Crofts President 321-214-1776
Phone: 3212141776 | Fax: 8664573460 http://www.maplestreetinc.com
Service Areas: Compliance, Consulting, Contract/Vendor Management
Cynthia Walker CEO 800-268-7795
Phone: 8019638464 | Fax: 8019638470 http://www.markhsmith.com/
275 Greenfield Avenue | San Anselmo, CA 94960
Cory West National Sales Director
http://www.marketratesinsight.com
233 Needham Street | 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
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 Suite 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 | 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
Phone: 2158845273 http://www.meyerchatfield.com/
Service Areas: Executive Benefits & Compensation, Institutional Insurance, Institutional Investments
110 W. Michigan Ave., 4th Floor | 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 http://www.kansascorporate.org
1400 Lakeover Road, Suite 200 | Jackson, MS 39213
Charles Elliot, Jr. President
Phone: 6019814552 | Fax: 6019814564 http://www.mscua.com
Brandi Stankovic Managing Partner 855-362-2002
Phone: 8553622002 | Fax: 8553622002 http://www.mitchellstankovic.com
Mitchell Stankovic and Associates (MSA) is a strategic consulting firm specializing in the credit union industry to increase consumer impact, market relevance and modernize business practices from board governance to CEO and leadership transitions. We are trusted advisors, industry thought leaders and believe that making a difference is our highest priority demonstrated by our long term relationships and stellar reputation. The Underground Collision initiative is a brainchild of MSA. The Underground has a simple goal: Create an intimate environment for authentic dialogue believing that the energy of focused debate will echo beyond the moment and become a catalyst for change. MSA partners volunteer their time, giving back to the industry in the spirit of people, who help people.
600 University St, Ste.1818 | 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
1046 Bridge Crest Drive | 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
80 Madien Lane Suite 1401 | New York, NY 10038
David McCraw Director 212-233-1250
Phone: 2122331250 | Fax: 2122332265 http://www.miacanalytics.com
Service Areas: Mortgages, Asset/Liability Management (ALM), Compliance
10960 Wilshire Blvd Ste 1100 | Los Angeles, CA 90024
Wendy O'Connor Marketing Manager 310-481-1205
Phone: 3104811205 http://www.mossadams.com/cu
1009 Grant Street | Denver, CO 80203
Scott Earl President/CEO 7204793201
Phone: 7204793200 | Fax: 6022419642 http://www.mwcua.com
Mountain West Credit Union Association is a state trade association for credit unions in Arizona, Colorado and Wyoming. The Association advocates for credit unions through its government and regulatory relations activities and provides its affiliated credit unions’ staff members professional training and development, as well as compliance and operational assistance.
24280 Woodward Ave | Pleasant Ridge, MI 48069
Darryl Maccagnone National Sales Manager
Fax: 2482911101 https://mbssecurities.com/Home/default.aspx
Level 4 / 33 Pirie Street | Adelaide, SA 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
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 Drive Suite 650 | Arlington, VA 22209
Doug McGuckin VP, Corporate Affairs 703-528-8351
Phone: 7035288351 | Fax: 7035283248 http://nascus.org
The National Association of State Credit Union Supervisors (NASCUS) is the primary resource and voice of the state governmental agencies that charter, regulate, and examine the nation’s state-chartered credit unions. NASCUS membership is made up of state-chartered credit unions, state regulators and other supporters of the state credit union system. NASCUS is the only organization dedicated to the defense and promotion of the state credit union charter and the autonomy of state credit union regulatory agencies. To learn more about NASCUS, visit www.nascus.org.
Celeste Shelton Executive Director
Phone: 8587923883 | Fax: 8587923884 http://www.nacuc.org
2011 Crystal Drive, Suite 800 | Arlington, VA 22202
Bill Stewart Vice President 772-597-2356
Phone: 772-597-2356 | Fax: 772-597-2357 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 inception. We currently work with over 800 credit unions, leagues and CUSOs nationwide offering competitive deposit, cash management and correspondent banking services.
Grant Sheehan President/CEO 305-951-3306
Phone: 3057553302 http://www.ncofcu.org
P.O. Box 160 | San Diego, CA 92014
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
2015 Wood Falls Drive | Cumming, GA 30041
Kathy Anchors-Budd President & CEO 678-777-7463
http://www.ncuma.com
Julie McLean Chairman
http://www.nyib.org
10621 North Kendall Drive, Suite 219 | Miami, FL 33176
Chris Vallez, CPA, MBA, CICA Partner 800-288-0293
Phone: 800-288-0293 | Fax: 305-537-5678 http://www.nearman.com/
4885 S. 118th Street, Suite 150 | Omaha, NE 68137
Scott Sullivan President
Phone: 4023339331 | Fax: 4023339431 http://www.nebrcul.org
1021 Watervliet-Shaker Road | Albany, NY 12205
William J. Mellin President/CEO
Phone: 8003429835 | Fax: 5184378284 http://www.cuany.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
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 32825
Linda Vick Executive Vice President
Phone: 4079268250 http://www.nextstepinc.com
Service Areas: Technology, Technology Consulting, Consulting
11394 County 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
6102 Abbott Rd | 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.
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
Carl Meiswinkel President 949-347-7700
Phone: 9493477700 | Fax: 9493477701 http://www.p360inc.com
Service Areas: Lending, Mortgages, Consulting, Enterprise Risk Management (ERM), Mergers
91 Cumberland Parkway | 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
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)
1720 I Street, NW Suite 550 | Washington, DC 20006
Kristen Zarcadoolas Managing Director
http://www.pivotgroup.net
2049 Century Pike EastSuite 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
1500 NW 118th St | Des Moines, IA 50325
Justin Hupfer CEO
Phone: 515-221-3004 | Fax: 515-221-3010 http://www.policyworksllc.com
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, TX 92604
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1301 K Street, NWSuite 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
10910 West 87th Street | 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)
As a division of Jack Henry & Associates, ProfitStars® combines Jack Henry’s solid technology background with the latest breakthroughs in six performance-boosting solution groups; Financial Performance, Lending, Imaging, JHA Payment Solutions™, Information Security & Risk Management, and Jack Henry Digital™. Explore the power of ProfitStars-enhanced performance at www.profitstars.com.
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
| Indianapolis, IN
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
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
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
101 E. Chesapeake Ave | Baltimore, MD 21286
James Higbee Partner (443) 725-5395
Fax: 4105837061 http://www.rowles.com
Kevin J. Koval, CPA, CFP, ABV Senior Manager 505-883-2727
http://www.rpcllp.com
Service Areas: Audit/CPA, Consulting, Mergers
44 Montgomery St. Suite 3900 | San Francisco, CA 94104
Tasha Kostick Partner 8002743978
Phone: 8002743978 | Fax: 4158485353 http://rsmus.com
RSM is the fifth largest U.S. provider of assurance, tax, and consulting services in the U.S., with 11,000 professionals and associates in 87 cities in the U.S. to serve your business needs. With more than 90 years of experience serving over 1,200 financial institutions across the country, we develop solutions for today's challenging economic environment. From accounting and tax to specialized consulting services, our industry specialists serve a wide variety of financial institutions.
P.O. Box 3146 | Orlando, FL 32802
David Jones President
Phone: 4074255500 | Fax: 4074230554
900 N 12th Avenue | Pensacola 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
www.samgottcertifiedfinancialplanner.com
6538 Collins Ave., Unit 235 | 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 StreetSuite 2810 | Chicago, IL 60606
John Grosser Managing Director 800-442-9825
http://www.shay.com
1310 RR 620 South, Suite B-199 | Lakeway, TX 78734
Michael Brascom CEO
Phone: 5124284251 http://www.smartstepsolutions.com
Service Areas: Compliance, Consulting, Performance Benchmarking
SmartStep Solutions is a trusted provider of Courtesy Overdraft Privilege programs nationwide. Whether the Credit Union needs to start a new program or improve upon an existing one, SmartStep has a plan to increase financial performance, expand member participation, all with 100% Compliance Guarantee.
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
14323 S. Outer 40, Suite N205 | Chesterfield, MO 63017
Stephen Lang Owner (314) 205-8601
http://www.stephenlangcpa.com/
2800 Eisenhower Ave Ste 100 | Alexandria, VA 22314
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, IL 19002
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 AVENUE SUITE 2500 | Memphis, TN 38137
Benjamin Mrva EVP, Business Development 9016810204
Phone: 9016810204 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 55038
Jeanne Murphy Founder & Growth Strategist 612-616-6861
http://www.strategicsolutions.org
Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting
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 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
P.O. Box 17664 | Salt Lake City, UT 84117
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
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. 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.
298 Drinker Street | Bloomsburg, PA 17815
W.R. Max Bendel Owner 570-317-2762
Phone: 570-317-2762 http://www.CULinks.com
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
Michael Graham President 915-598-8885
Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments
Brewster Knowlton Owner & Principal Consultant 860-593-7842
http://www.knowlton-group.com
Service Areas: CRM/MRM, Data Processing, IT Outsourcing, Technology Consulting, Consulting
720 Lilly Rd. Se Suite 103 | Olympia, WA 98501
Patricia Graves Vice President/COO (360) 515-5603
Phone: 3609234415 www.theparagongroup.com
Service Areas: HR, Consulting
8575 W. 110th Street, Suite 220 | Overland Park, KS 66210
Tony Ferris Partner
Phone: 913-890-8001 http://www.rochdalegroup.com
Service Areas: Lending, Compliance, Enterprise Risk Management (ERM), Strategic Planning
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 Street | Chicago, IL 60661
Sean Flynn Senior Director, Credit Unions 312-985-3715
Phone: 312-985-3715 https://www.transunion.com/creditunions
Service Areas: Lending, Marketing, Enterprise Risk Management (ERM)
Information is a powerful thing. And the right information—analyzed by experienced people—can help all of us learn from the past, navigate the present and predict the future. That's why at TransUnion we go beyond credit data to offer the insights businesses and consumers need to make informed decisions and achieve great things.
3031 N. Rocky Point Drive W. - Suite 750 | Tampa, FL 33607
Wendy Nolan SVP, Sales & Business Development 6082492270
Phone: 8888302728 https://www.trellance.com/
Service Areas: Data Processing, Consulting
Trellance is the leading provider of data analytics and business intelligence solutions, professional services and consulting for credit unions. The company’s solutions and services, together with the patented common data model of its signature M360 product, are used by credit unions to find actionable insights, improve member experience and achieve portfolio growth. Founded in 1989, Trellance is headquartered in Tampa, Fla. and serves more than 1,500 organizations throughout the United States.
2 Ledgeview Drive | Westbrook, ME 04092
Steve Roy President
Phone: 2077610774 | Fax: 2077610873 http://www.tricorp.org
1100 PARKER SQUARE | FLOWER MOUN, 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
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
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
Trust for Credit Unions (TCU) mutual fund options were created by and for credit unions. TCU has offered credit unions professional investment management, diversification, and liquidity for over 30 years.
2814-14th Street SW | Calgary, AB T2T 3V4
Ron Ryan President
Phone: 1-888-744-7475 http://www.tuffrisk.com
100 North First Street Suite 202 | Burbank, CA 91502
Kian Moshirzadeh Partner 818-954-9700
Phone: 8189549700 | 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 leverages its in-depth knowledge of the credit union industry to provide robust reports that offer superior value.
400 Leap Road #473 | Hilliard, OH 43026
Amanda Thomas Founder & President 833-896-7267
Phone: 833-896-7267 https://twoscore.com/
Service Areas: Advertising, Marketing, Strategic Planning
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
455 E 500 S ste. 400 | 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 https://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
1207 Fenwick Drive | Lynchburg, VA 24502
Richard Pillow President
Phone: 4342379600 | Fax: 4342398148 http://www.vacul.org
2460 Atrium Way | Nashville, TN 37214
Sandy Swofford SVP, Member Experience/Consulting 615-232-7900
Phone: 6152327900 | Fax: 6152327999 http://www.volcorp.org
Service Areas: Check Processing, Technology Consulting, Consulting
Two words…TOTALLY COMMITTED. Headquartered in Nashville, Tennessee, Volunteer Corporate Credit Union (VolCorp) offers a broad range of products and services exclusively to credit unions. From investments to payments (and a whole lot in between), we are committed to being your most valuable resource. Visit us at www.volcorp.org.
2500 Acton Road | Birmingham, AL 35243
Jennifer Duren Regional Marketing Manager
Phone: 8007597857 https://www.warrenaverett.com/
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 http://www.whcpa.com
55 East 5th Street | Saint Paul, MN 55101
Phone: 651-224-1200 http://www.wilwinn.com
10000 Innovation Dr. Suite 250 | Milkwaukee, 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
John J. Leonard CPA (617) 261-8126
Phone: 6174399700 | Fax: 6175420400 http://www.wolfandco.com
Brian Branch President/CEO
http://www.woccu.org
1210 13th St | Altoona, PA 16601
Phone: 8149446191 | Fax: 8149421018 http://www.yobco.com