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Buyer's Guide

Employee Training

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Platinum Suppliers

Business Alliance Financial Services, LLC CU Recovery CUES ICI Consulting, Inc. Lending Solutions Consulting, Inc SilverCloud LLC Support EXP

ALM First Financial Advisors

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

Mike Ensweiler
Director of Business Development

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

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Brandman University

1311 Taft Rd | Freeland, WA 98249

Rick Vander Kam
Coordinating Instructor

Service Areas: Employee Training

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Business Alliance Financial Services, LLC

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

Richard Guillot

Phone: 3183871132 | Fax: 3183872221

Service Areas: Employee Training, Business Lending, Technology

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

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Business Evolutions, Inc.

7026 Morning Star Ct NE | Albuquerque, NM 87111

Kathy Darwin

Service Areas: Board Education, Employee Training, Consulting, Performance Benchmarking, Strategic Planning

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Carolyn Warden & Associates aka Shared Resources

6399 Stirrup Rd | Cincinnati, OH 45244

Phone: 7208411413

Service Areas: Board Education, Employee Training, Consulting

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CU Recovery

26263 Forest Blvd | Wyoming, MN 55092

Bryan Moffitt
VP of Business Development

Phone: 800-377-1798

Service Areas: Employee Training, Collections

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

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CU Resources, Inc.

4455 LBJ Freeway, Suite 1100 | Plano, TX 75028

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

Phone: 8004425762

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

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

Tony Hill
SVP/Chief Marketing Officer

Service Areas: Board Education, Employee Training, Associations

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

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CUES Directors Educational Forum

P.O. Box 14167 | Madison, WI 53714

Erin Templer
Director of Marketing

Phone: 800-252-2664 | Fax: 608-271-2303

Service Areas: Board Education, Employee Training, Associations

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3710 Rawlins St. Suite 1075 | Dallas, TX 75219

Phone: 4064424994

Service Areas: Check 21, Employee Training, Operations

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Howard & Howard Attorneys PLLC

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

Steve Van Beek

Phone: 248-723-0521

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

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ICI Consulting, Inc.

6033 Hector Road | McLean, VA 22101

Greg Schratwieser
President / CEO

Phone: 7039151620

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

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

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2501 Seaport Drive, Ste SH400 | Chester, PA 19013

Michael Cebrick
Manager, Corporate Sales

Service Areas: Employee Training, Business Continuity, Strategic Planning

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Lending Solutions Consulting, Inc

2250 Point Blvd. Suite 325 | Elgin, IL 60123

Bill Hultstrand
Vice President, Business Development

Phone: 8779157675

Service Areas: Employee Training, Audit/CPA, Consulting, Strategic Planning

Lending Solutions Consulting, Inc. (LSCI) is the industry leader in providing training and consulting services to credit unions across North America. Rex Johnson founded the University of Lending, a comprehensive five-day lending school in 1996. He and his team of experts have since trained over 30,000 credit union employees, helping credit unions achieve dramatic improvements in their loan yields, ROAs, and member service practices. In addition to the University of Lending, LSCI offers onsite consulting, portfolio analysis, and our newest service – Smart Loan Audit.

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National Credit Union Management Association

P.O. Box 333 | Cumming, GA 30041

Kathy Anchors-Budd
President & CEO

Service Areas: Board Education, Employee Training, Associations

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Robert C. Davis and Associates

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

Bob Davis
Founder and CEO

Phone: 678-259-9290

Service Areas: Employee Training, CRM/MRM, Consulting

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SilverCloud LLC

PO Box 627 | Portsmouth, NH 03801

DJ Haskins
Vice President of Marketing

Phone: 9785901703

Service Areas: Call Centers, Employee Training, Technology

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

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Solutions in Finance, Inc

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

Martha Willson
Director of Client Services

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

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St. Meyer and Hubbard

218 W Harrison Avenue | Wheaton, IL 60187

Craig Capp
Director, Performance Consulting

Phone: 630-344-9030

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

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Strategic Solutions

12015 July Ave N | Hugo, MN 55013

Jeanne Murphy
Founder & Growth Strategist

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

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Support EXP

830 E. Franklin St. | Centerville, OH 45459

Lew Thomson
Client Success Sr. Leader

Phone: 800-444-5465

Service Areas: Mystery Shopping, Employee Training, Membership Surveys

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

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