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3800 Maple Ave., Ste. 600 | Dallas, TX 75219
Director of Business Development
Service Areas: Board Education, Employee Training, Asset/Liability Management (ALM), Consulting, Institutional Investments
171 Sully's Trail
Suite 201 | Pittsford, NY 14534
Jeff Paille, CPA
Phone: 585-249-2889 | Fax: 585-381-3131
Service Areas: Board Education, Business Continuity, Audit/CPA, Compliance, Consulting
1400 Abbott RoadSuite 105 | East Lansing, MI 48823-1900
Bridget C. Balesky
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 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. Online training, 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.
7026 Morning Star Ct NE | Albuquerque, NM 87111
Service Areas: Board Education, Employee Training, Consulting, Performance Benchmarking, Strategic Planning
1331 H Street | Washington, DC 20005
Service Areas: Board Education, Consulting, Strategic Planning
6399 Stirrup Rd | Cincinnati, OH 45244
Service Areas: Board Education, Employee Training, Consulting
565 Telford Lane | Ramona, CA 92065
Service Areas: Board Education, Employee Benefits & Compensation, Employee Incentive Programs, Executive Recruitment, Consulting
P.O. Box 14167 | Madison, WI 53714-0167
SVP/Chief Marketing Officer
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 online events, digital learning, networking, and premium content. With over 29,000 members and growing, we measure success one leader at a time. Connect with CUES at CUES.org and on LinkedIn, Facebook, Twitter, and Instagram. For daily insights on issues impacting credit unions visit CUmanagement.com.
P.O. Box 14167 | Madison, WI 53714
Director of Marketing
Phone: 800-252-2664 | Fax: 608-271-2303
Service Areas: Board Education, Employee Training, Associations
4740 Mission Gorge Place No. 400640 | San Diego, CA 92120
Service Areas: Board Education, Executive Benefits & Compensation, Mergers
4455 E. Camelback Rd. Ste. C138 | Phoenix, AZ 85018
Chief Executive Officer
Phone: (800) 574-8877 | Fax: 6024806486
Service Areas: Board Education, Executive Recruitment, Mergers
DDJ Myers enhances the strategic execution capabilities of clients nationwide, including community banks, credit unions, insurance organizations, and nonprofits. The seasoned team of facilitators are known as industry-thought leaders and are sought after to speak at conferences nationwide on a variety of topics including, board dynamics, management alignment, transformative culture change, as well developing mid-level talent to be the champions and protagonists of change. Founded in the 80s as an executive search firm, DDJ Myers has been supporting high-performing organizations for more than 30 years with their executive development, succession planning, and strategic planning services.
305 W. Big Beaver Rd. Ste. 200 | Troy, MI 48084
Phone: (248) 244-3049 | Fax: 2482736842
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, 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.
36700 Woodward Ave., Suite 201 | Bloomfield Hills, MI 48304
Chairman, president & CEO
Phone: 248-258-6866 | Fax: 248-258-9295
Service Areas: Board Education, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting
4048 148th Ave Ne | Kirkland, WA 98033
VP - Senior Account Manager
Service Areas: Board Education, Business Lending
870 Market Street, Suite 462 | San Francisco, CA 94102
Service Areas: Board Education, Employee Incentive Programs, Document Imaging, Compliance, Consulting
15332 Antioch Street, PMB #335 | Pacific Palisades, CA 90272
P.O. Box 60949 | Boulder City, NV 89006
Phone: (855) 362-2002 | Fax: 8553622002
Service Areas: Board Education, Executive Recruitment, Strategic Planning
101 N Rodney | Helena, MT 59601
Phone: 4064429081 | Fax: 4064429085
Service Areas: Board Education, Employee Benefits & Compensation, Consulting, Enterprise Risk Management (ERM), State League/Association
P.O. Box 333 | Cumming, GA 30041
President & CEO
P.O. Box 499 11394 Country Road 11 | Kremmling, CO 80459
Ron C. Nice
President & CEO
Service Areas: Board Education, Consulting, Mergers, Strategic Planning
1400 Abbott Rd. Ste. 140 | East Lansing, MI 48823
Mark B. Wickard
Manging Director- Invesmtents
Phone: (517) 333-7762 | Fax: 5173337780
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 that, which is why we developed services that are tailored specifically for CUs. 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.
12015 July Ave N | Hugo, MN 55013
Founder & Growth Strategist
Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting
1601 N.W. Expy. 20th Fl. | Oklahoma City, OK 73118
Mark D. Baumann
Phone: 8009372257 | Fax: 4054157392
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.
P: (800) 446-7453 | F: (800) 878-4712
1001 Connecticut Ave. NW Suite 1001
Washington, DC 20036