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6001 Memorial Drive | Dublin, OH 43017
Kathy Bachman Vice President
Phone: 614-793-9984 | Fax: 614-319-6100 http://www.bachmanid.com
Service Areas: Marketing
1224 Main Street | Branford, CT 06405
Steve Moalli Partner 203-481-1120
Phone: 2034811120 http://www.baileyscarano.com/
Service Areas: Audit/CPA, Consulting
1901 Avenue of the Stars, Suite 2000 | Los Angeles, CA 90067
Phone: 3102293180 | Fax: 3102293050 http://www.bain.com/offices/losangeles/en_us/index.aspx
1320 City Center Drive Suite #300 | Carmel, IN 46032
Mike Horrocks Vice President, Product Management 317-814-1294
Phone: 3178141294 http://www.bakerhill.com
Service Areas: Business Lending, Loan Originations Systems, CRM/MRM
For over 30 years, Baker Hill has been a trusted advisor to its credit union clients. Baker Hill is focused on the financial services industry, delivering solutions that address lending and risk management, powered by sophisticated business intelligence.
595 Market Street 16th Floor | San Francisco, CA 94108
kdavis@balancepro.org President 800-808-4327
Phone: 7144471110 http://www.balancepro.org
Service Areas: Financial Literacy
4450 Weaver Parkway, Ste. 150 | Warrenville, IL 60555
Mary Westberg Executive Director
Phone: 800-782-2431 | Fax: 630-276-2697 http://www.balancesheetsolutions.org/
Service Areas: Financial Literacy, Asset/Liability Management (ALM), Institutional Investments
1433 Sadlier Circle West Drive | Indianapolis, IL 46239
Robert Wyse Senior Account Representative
http://www.bancardatm.com
Service Areas: ATM Equipment
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
1666 Main Street | Rudolph, WI 54475
Phone: 7154352027 http://www.bank-a-count.com
Service Areas: Checks, Print Materials, Statement Inserts
1292 South 1510 East | Provo, UT 84606
Morgan Vandagriff Founder
Phone: 801-709-1809 http://www.teachbanzai.com
500 - 750 West Pender Street, Vancouver, BC Canada V6C 2T7
Kent Patterson Account Manager
http://www.barchartmarketdata.com/home.php
Service Areas: IT Outsourcing
220 E. Madison Street Suite 540 | Tampa, FL 33602
Roxanne Bartley President
Phone: 888-411-8895 | Fax: 888-776-4525 http://www.bartleyventures.com
Service Areas: Collections, Marketing
2000 West Dorothy Lane | Dayton, OH 45439
Charles M. Foley Managing Partner
Phone: (937) 298-0201 http://brkllp.com/
Service Areas: Audit/CPA
1615 St. Mary's Road Suite 100 | Winnipeg, MB R2M3W8
Ray Bauschke Managing Partner
Phone: 800-665-7776 | Fax: 888-441-6777 http://www.bauschke.com
Service Areas: HR
Phone: 3076372341 http://www.bccstrategies.com/
Service Areas: Branding, Marketing, Public Relations
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
182 Howard St. #419 | San Francisco, CA 94105
Phone: 9252611266 | Fax: 4157043239 http://www.betterbranches.com/
Service Areas: Branching
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
12900 Brushwood Terrace | Potomac, MD 20854
Anita Mettille National Sales Director
Phone: 312-526-3069 http://bizactions.com/go/community-banks/
Service Areas: eMarketing
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
415 Kearny Street | San Francisco, CA 94108
Brian Martin Business Development 650-550-4810
Phone: 6505504810 https://blend.com/
Blend is a Silicon Valley company that builds transformative technology for lenders. Blend's whitelabeled platform delivers an intuitive application experience for borrowers, creating delight through advanced design and connectivity to consumer financial data. Downstream efficiencies for lenders are realized via machine learning and sophisticated architecture, while open APIs and off-the-shelf integrations to key origination systems make implementation fast and economically viable for lenders of all sizes. Blends platform processed over $1B in applications daily in 2018.
Larry Bloom
http://www.bloomgroupllc.com/
Service Areas: Technology Consulting
Derik Krauss Director 844-334-3837
Phone: 8443343837 http://bloomcu.com/
Service Areas: Marketing, Website Design, Website Services
184 Shuman Boulevard Suite 350 | Naperville, IL 60563
Bob Hurley EVP of National Sales 630-300-2405
Phone: 630-300-2405 | Fax: 630-839-8663 http://www.bluepay.com
Service Areas: Card Portfolio Management, Credit Card Processing, Credit Cards, Debit Cards, Online/Mobile Bill Pay
6700 France Ave. South, Suite 300 | Minneapolis, MN 55435
Jen Joly Marketing & Communications Director
Phone: 8007276397 | Fax: 9529209930 http://www.bluespiremarketing.com
Service Areas: Branding, Direct Marketing, Financial Literacy, Calculators, eStatements
15941 Harlem Ave #336 | Tinley Park, IL 60477
Dan Phelan SVP Sales & Product Development
Service Areas: Online Banking
401 Warren Street | Redwood City, CA 94063
Mike Persichini VP Commercial and Business Finance 716-225-2355
Phone: 716-225-2355 https://www.bluevine.com/?rep_id=2252355
Service Areas: Business Lending, Lending, Loan Participations
Lara Horton Director of Customer Acquisition
Phone: 4124361580 http://www.boardbookit.com
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
204 Westminster St | Providence, RI 02903
Phone: 4016217900 | Fax: 4017514534 http://www.bottomline.com/us
Service Areas: Online Account Opening
15597 SE Mill Plain Boulevard | Vancouver, WA 98684
Phone: 3606950981 | Fax: 3606951329 http://www.boycefinancialgroup.com/
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
Jason Green President/CEO
Phone: 2402356707 http://www.branchmap.com
Service Areas: Website Services
Rick Vander Kam Coordinating Instructor 949-291-7743
https://www.brandman.edu/
Service Areas: Employee Training
2780 NW Monterey Drive | Corvallis, OR 97330
Jeff Horton Director of Partnerships 541-753-8546
Phone: 5417538546 | Fax: 5417538548 http://brassmedia.com
Service Areas: Advertising, Branding, eMarketing, Print Materials, Financial Literacy
555 North Point Center East # 230 | Alpharetta, GA 30022
Greg Trzaska Chief Marketing Officer 678-893-8210
Phone: 678-893-8210 | Fax: 678-893-8248 http://www.breakawayincentives.com
Service Areas: Credit Cards, Promotions/Incentives, Loyalty/Reward Programs
121 So. Central Ave. | Sidney, MT 59270
Bill Brenner CPA
Phone: 4064335464 | Fax: 4064336016 http://www.bacopc.com
30900 Rancho Viejo Road, Suite 275 | San Juan Capistrano, CA 92675
John Walters EVP
Phone: 9494814500 | Fax: 9494815740 www.breoinc.com
Service Areas: Mortgages
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
13120 Sw 92nd Ave Suite D611 | Miami, FL 33176
J. McKnight Travel
Regional Office 4101 Ravenswood Rd. #402 | Ft. Lauderdale, FL 33312
Jack Roberts National Accounts 800-321-9235
Phone: 3217272594 | Fax: 8664024989 http://roberts.espwebsite.com
Service Areas: Employee Incentive Programs, Branding, Promotions/Incentives
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
Service Areas: Enterprise Risk Management (ERM)
Vincent D. Milewski, RA Director of Business Development 262-637-9791
Phone: 2626379791 http://www.bukacek.com
Service Areas: Branch Planning, Facility Design & Build
475 Lincoln Street Suite 150 | Denver, CO 80203
Phill Odell Director of Client Services
http://www.burnsmarketing.com/#sthash.Stv15HUl.dpbs
1640 West 8th Street Frontier Building | Erie, PA 16505
John J. Bleil Prinicpal
Phone: 8144546341 | Fax: 8144559060 http://www.bbbcpas.com
1162 Oliver Rd. #8 | Monroe, LA 71201
Richard Guillot President/CEO 318-387-1132
Phone: 3183871132 | Fax: 3183872221 http://bafsllc.com/
Service Areas: Employee Training, Business Lending, Technology
BAFS is a full-service CUSO that offers a daily, interactive and cost effective approach to establishing and maintaining a Commercial Loan Program utilizing both people and technology. Our intimate approach creates a working relationship that feels like you have your own in-house Commercial Loan Underwriting, Credit Administration, Loan Review, and Training departments; while our BLAST portal provides a state of the art Software as a Service platform to deliver exceptional products and services to the credit union's staff and members.
321 North Oak Street | Inglewood, CA 90302
Todd Holtzman Director, Business Development
Phone: 3104121290 | Fax: 3104121060 http://www.businessdatainc.com
Service Areas: Direct Marketing, eStatements, Document Imaging, Statement Printing
Kathy Darwin Owner 505-480-7304
Service Areas: Board Education, Employee Training, Consulting, Performance Benchmarking, Strategic Planning
3815 S. Capital of Texas Hwy, Suite 140 | Austin, TX 78704
Cisco Sacasa CFO 512-493-0713
Phone: 512-493-0713 https://www.buzzpoints.com/
Service Areas: Promotions/Incentives, Loyalty/Reward Programs