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218 W Main St | Amsterdam, NY 12010
Christopher Gerard President
Phone: 800-219-4299 | Fax: 518-843-4337 http://www.cgerardmarketing.com
Service Areas: Promotions/Incentives
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
1601 Bayshore Highway, Suite 360 | Burlingame, CA 94010
Phone: 6506925202 | Fax: 6506925204 http://www.CaliforniaLongTermCare.com
Service Areas: Member Estate Planning, Member Financial Planning, Member Insurance, Member Retirement 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.
PO Box 100 | Brittany, LA 70718
Andrew Ruiz Collection Manager
Phone: 800-211-7931 | Fax: 888-387-7129 http://www.callihanphillips.com
Service Areas: Collections
1204 Broad Street | Camden, SC 29020
Jan Pierce Credit Union Partner
Phone: 803-432-1436 | Fax: 803-432-5055 http://www.ctp-cpa.com
Service Areas: Audit/CPA
500 East Michigan Ave Ste 202 | Lansing, MI 48912
http://www.cantor.com/
14241 Midlothian Tpke., #502 | Midlothian, VA 23113
James Collins CEO 800-213-1983
Phone: 8002131983 http://www.capitalintegrated.com
Service Areas: Employee Benefits & Compensation, Member Financial Planning, Member Retirement Planning
1331 H St NW #801 | Washington, DC 20005
Phone: 2023377870 http://www.capitalperform.com
Service Areas: Board Education, Consulting, Strategic Planning
Kristine Tanzillo PR Director 903-865-1078
http://www.Capitalsvcs.com
Service Areas: Card Fraud, Card Portfolio Management, Credit Card Processing, Credit Card Servicing, Credit Cards
P.O. Box 233 | Lake Bluff, IL 60044
Ondine Irving Owner
Phone: 847-295-2051 http://www.cardanalysissolutions.org
Service Areas: Credit Cards
Iuval Hatzav VP of Marketing
Fax: 4197352419 www.card-scanner.com
Service Areas: Document Imaging
3250 Briarpark Drive Suite 400 | Houston, TX 77042
cash@cardtronics.com 832-308-4925
http://www.cardtronics.com
Service Areas: ATM Networks, Marketing
7400 Gaylord Parkway | Frisco, TX 75034
Mark Roberts Manager of National Accounts 800-441-0380
Phone: 800-441-0380 | Fax: 877-335-7811 http://www.careington.com
Service Areas: Executive Benefits & Compensation, Member Insurance
6201 Evergreen Ave. | Seminole, FL 33772
Carol Wedge President
Phone: 727-393-8355 | Fax: 727-397-9393 http://www.carolwedge.com
Service Areas: Marketing
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
747 Lake-Cook Rd | Deerfield, IL 60015
Bill Eveline President
Phone: 847-412-0310 | Fax: 847-412-0320 http://www.carquotes.com
Service Areas: Auto
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
915 Peach Blossom | Rochester Heights, MI 48306
Tom Carswell President
Phone: 800-869-0493 | Fax: 248-651-2664 www.carswelldata.com
Service Areas: Statement Printing
1221 Wyoming Avenue | Forty Fort, PA 18704
Chris Carver C.P.A.
http://www.carvercpa.com/
701 Weaver Blvd | Anoka, MN 55303
Phone: 763-323-1048 | Fax: 763-323-1048 http://www.casefi.com/
Service Areas: ATM Equipment, Cash Recyclers, Video Tellers
3780 Kilroy Airport Way Ste 200 | Long Beach, CA 90806
Lance Jackson President & CEO
http://www.castlereverse.com
Service Areas: Mortgages
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
Service Areas: Compliance
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
Griffiss Technology Park 632 Ellsworth Rd | Rome, NY 13441
Toni Schottenhammer Vice President of Marketing 310-545-4373
Phone: 8006980299 https://www.cathedralcorporation.com
Service Areas: Checks, eStatements, Statement Printing
95 Mortimer Street, Suite 26 | London
Phone: 2071933452
Service Areas: Asset/Liability Management (ALM), Consulting, Mergers
324 Apple Drive | Steamboat Springs, CO 80487
Tom Miller-Freutel Executive Vice President
Phone: 800-864-6877 | Fax: 888-600-9465 http://www.callcbc.com/
Service Areas: IT Outsourcing
250 East Town Street | Columbus, OH 43215
Mike Hinton National Sales Executive
Phone: 614-224-3523 | Fax: 614-222-4345 http://www.cbc-companies.com
Service Areas: Lending
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.
200 N Milwaukee Ave | Wheeling, IL 60061
Phone: 3127052941 http://www.cdw.com/financial-solutions
Service Areas: Business Continuity, CRM/MRM, Document Imaging, IT Outsourcing, Network Security
212 Church St. | Decatur, GA 30030
Moira Shanahan President
Phone: 4046575659 | Fax: 4046575081 http://www.promotionsmadeeasy.com
Service Areas: Direct Marketing, eMarketing, Marketing, Print Materials, Promotions/Incentives
4112 Kodiak Ct  Unit D | Longmont, CO 80504
Charles Wright VP of Business Development 720-494-2756
Phone: 7204942748 | Fax: 7204942741 http://www.centennial-lending.com
Service Areas: Business Lending, Mortgage Processing, Mortgage Subservicing
190 Jim Moran Blvd | Deerfield Beach, FL 33442
Brent Sergot Executive Director
http://www.centeronefinancial.com
Service Areas: Auto Leasing
Kirk Wormington Vice President Financial Markets
Phone: 7274315300 | Fax: 7275315299 http://www.centurioncares.com
Service Areas: Call Centers
Glenn Christensen CEO Advisory Group
Phone: 2062195395 http://www.ceoadvisory.com
Service Areas: Strategic Planning
400 South First StreetSuite 300 | St. Cloud, MN 56301
http://www.ceterafinancialinstitutions.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
Madelyn Salerno Business Development 760-473-1926
Phone: 7604731926 http://corp.1clickcoverage.com/
Service Areas: Member Insurance, Technology
Shai Stern Co-Chairman and CEO
Phone: 3104171050 http://www.checkalt.com
Service Areas: Check 21, Mobile & Online Services, Remote Deposit Capture (RDC)
200 South 10th Street Suite 900 | Richmond, VA 23219
Howard Kies Partner
Phone: 8046735700 | Fax: 8046734290 http://www.cbh.com
10572 E. Caron Street | Scottsdale, AZ 85258
Chris Perry Managing Director, Corporate Partnerships 801-214-7523
Phone: 8012147523 http://www.childrensmiraclenetworkhospitals.org
Service Areas: Public Relations
700 Northeast Multnomah15th Floor | Portland, OR 97232
sales@chrome.com
Fax: 5039636310 www.chrome.com
1 CIT Drive | Livingston, NJ 07039
Chris Lehnes Vice President of Business Development
Phone: 800-713-4984 | Fax: 800-328-7420 http://www.smallbizlending.com
Service Areas: Business Lending, Lending
7207 West Oakland Park Blvd. | Fort Lauderdale, FL 33313
Karlene Facey C.E.O/Marketing Consultant
Phone: 954-741-2234 | Fax: 954-742-3733 http://www.crmfirm.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
Michael Sulcer Business Development - Credit Unions 678-387-3204
Phone: 6783873204 http://www.clearchoiceinc.com
Service Areas: Call Centers, Telecom/Communications, Virtualization/Cloud Services
1051 Clinton Street Ste 212 | Buffalo, NY 14206
susan.malik@clearinsight.ca
Phone: 9052745884 http://www.clearinsight.ca
Service Areas: Technology Consulting, Consulting
PO Box 3518 | Greenwood Village, CO 80155
Eric Webb President 855-245-4404
Phone: 855-245-4404 http://goclearchoice.com
Service Areas: Lending, Loan Participations, Loyalty/Reward Programs
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/
Service Areas: Consulting
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.
Mohammed Wasim Marketing Associate
Phone: 6509180499 https://www.cloudlendinginc.com/
Service Areas: Lending, Loan Originations Systems, Loan Participations
7025 E. Greenway Parkway Suite 100 | Scottsdale, AZ 85254
Nicholas Monardo VP of Wholesale Lending 602-625-0000
Phone: 602-625-0000 | Fax: 602-625-0000 http://wholesale.cnnmortgage.com
Service Areas: Mortgage Processing, Mortgage Subservicing, Mortgages
361 Centennial Parkway, Suite 150 | Louisville, CO 80027
Deborah McLain Manager
Phone: 8772248077 | Fax: 3035547555 http://www.coalfiresystems.com
135 Darling Dr | Avon, CT 06001
John Collisson Regional Sales Manager
Phone: 888-678-0444 https://www.cocc.com/
Service Areas: Online Banking, Data Processing, Network Security
125 N. York St. | Pottstown, PA 19464
Holly Mackewicz National Account Executive 800-243-0171
http://www.mmss.com
Service Areas: Direct Marketing, eMarketing, Print Materials
361 Grove Street | Newark, NJ 07103
Kerry Kruse Vice President
Phone: 973-372-2700 | Fax: 973-372-4361
777 Arnold Drive | Martinez, CA 94553
Dennis Wilson Major Accounts Manager
Phone: 888-579-8454 | Fax: 714-692-2086 http://www.title4u.com
3201 West Temple Ave., Suite 120 | Pomona, CA 91768
Laura Roberts CEO 909-444-0050
Phone: 9094440050 | Fax: 9098698634 http://www.cmfloan.com
PO Box540636 | North Salt Lake City, UT 84054
Debbie Elcock Marketing Manager
http://www.companionsystems.com
Service Areas: ATM Equipment, Branch Displays/Signage
110 John Muir Drive | Amherst, NY 14228
Gary Gonzales President 800-295-9100
Phone: 8002959100 | Fax: 7166363711 http://www.css4cu.com
Service Areas: Data Processing
CompuSource Systems, Inc. specializes in Core Processing Systems for small and medium sized credit unions. As a major nationwide supplier, CompuSource has distinguished itself by providing the highest reliability and support to its customers.
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
3901 Technology Drive | Paducah, KY 42001
Phone: 2704427361 http://www.csiweb.com
1250 Capital Of Texas Hwy. S., #3350 | Austin, TX 78746
Steve Jones President 512-328-3576
Phone: 800-882-5236 | Fax: 512-328-0757 http://www.cuadvertising.net
Service Areas: Advertising, Branding, Direct Marketing, eMarketing, Print Materials
6 Technology Park Drive | Westford, MA 01886
Candace Berman Corporate Communications Manager
Phone: (978) 952-0200 | Fax: (978) 952-0201 www.concerto.com
Service Areas: CRM/MRM
Phone: 8003566568 https://conetrix.com/
Service Areas: Network Security, Audit/CPA, Compliance
665 Hwy. 74 South | Peachtree City, GA 30269
Mark Staley President
Phone: 7704873883 | Fax: 7704873366 http://www.conmarsystems.com
64 E. Winchester Street, Suite #300 | Murray, UT 84107
Kelly Warfel VP of Sales & Marketing 385-501-1496
Phone: 801-327-9700 https://connectfss.com
Service Areas: Mobile Banking, Online Account Opening, Online Banking
801 S. Fillmore, Suite 600 | Amarillo, TX 79101
Mike Connor Managing Partner 806-373-6661
Phone: 8063736661 | Fax: 8063721237 http://www.cmmscpa.com
Steve Norwood CEO
http://www.ez-recovery.com
425 W Broadway, Suite 215 | Glendale, CA 91204
Raz Vartanian VP
Phone: 818-241-0173 | Fax: 818-500-9601 http://www.constructionloancenter.com
3850 Peachtree Industrial Blvd. | Duluth, GA 30096
Anne Smith Director of Marketing
Phone: (888) 729-8183 | Fax: (770) 416-9619 http://www.consultantsandbuilders.com
Service Areas: Facility Design & Build
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)
11475 Great Oaks Way Suite 300 | Alpharetta, GA 30022
Phone: 800-940-5941 https://www.controlscan.com
Service Areas: Online Fraud/Security, Network Security
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
9692 Haven Ave. | Rancho Cucamonga, CA 91730
Client Services 800-782-9042
Phone: 8007829042 | Fax: 9099482629 http://www.co-opfs.org
Service Areas: ATM Networks, Shared Branching, Mobile & Online Services
CO-OP Financial Services is a payments and financial technology company whose mission is ensuring the success of the credit union movement. CO-OP payments solutions, engagement services and strategic counsel help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. For more information, visit www.co-opfs.org.
1845 Satellite Blvd Ste 300 | Duluth, GA 30097
Craig Beach VP Marketing/Business Development
Phone: 6788121300 | Fax: 6788121301 http://www.cusc.net
Service Areas: Shared Branching
#400 AVENIDA AMERICO MIRANDAURB. VILLA NEVAREZ | SAN JUAN, PR 927
James Arroyo President 787-310-4634
Phone: 7873104634 | Fax: 7872724901 http://www.costecpr.com
Service Areas: Auto Buying Service, Indirect Auto Lending, Online Banking, Technology Consulting
8150 Corporate Park Dr. Suite 300 | Cincinnati, OH 45242
Mary Pratt Business Development Administrator 614-416-7583
Phone: 888-697-9555 | Fax: 513-677-3100 http://www.cbscuso.com
Service Areas: Business Lending, Loan Participations
Kathy Fearrington Operations Manager 336-659-5127
http://www.cooperativepayroll.com/
Service Areas: Check Processing, Payroll Cards
Joseph La Corte Marketing Consultant 570-704-4105
Phone: 5704720365 http://www.corstrategicgroup.com
Service Areas: Branding, Direct Marketing, eMarketing
2878 Camino Del Rio South, Ste. 315 | San Diego, CA 92108
http://www.corelationinc.com/
4 First American Way | Santa Ana, CA 92707
Phone: 714-250-6383 http://www.corelogic.com
Service Areas: Lending, Mortgages, Compliance
8834 Capital Of Texas Hwy N | Austin, TX 78759
Bill Gibson VP of Sales and Marketing 512-236-9120
Phone: 512-236-9120 | Fax: 512-236-9121 http://www.coretrac.com
Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, eMarketing, CRM/MRM
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).
131 Long Lane | Upper Darby, PA 19082
Diane Reynolds President
http://www.corporatetrainingshop.com
Service Areas: Employee Incentive Programs
12093 Riverbend Dr. | Grand Blanc, MI 48439
Ann Garmon President
Phone: 317-236-6290 | Fax: 317-236-6293 http://www.ccacu.com/gm.html
Service Areas: Associations
Dennis Phelan COO 800-664-2567
http://www.countyrecordsresearch.com
Service Areas: Market Research, Retail Investments
10821 Airport Dr. | El Cajon, CA 92020
Dean Fisher Sales
Phone: 540-375-2608 | Fax: 540-375-2638 http://www.couvrette.com
72 Victoria St. S. Suite 102 | Kitchener,ON N3C 4A3,Canada, GA
Rod Foster VP, Marketing & Alliances
http://www.covarity.com
Service Areas: Enterprise Risk Management (ERM)
357 Regis Avenue | Pittsburgh, PA 15236
Joseph P. Covelli Attorney/Owner
Phone: 4126535000 | Fax: 4126536599 http://www.covellilaw.com
Service Areas: Legal Services
1021 Watervliet-Shaker Road | Albany, NY 12205
Edward Kovalefsky Senior Vice President and Chief Business Officer
Fax: 5184378286 https://www.coverasolutions.com
6250 Jupiter Ave Ne | Belmont, MI 49306
Bill Thomas President
Phone: 616 726-1000 | Fax: 616 726-1050 www.cowww.com
10368 W Centennial Rd. | Littleton, CO 80127
http://www.cpicardgroup.com
Service Areas: Credit Cards, Debit Cards, Prepaid Cards
4210 Fallen Leaf Lane | Jackson, WY 83001
Paul Green President
http://www.cumarketing.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/
Service Areas: State League/Association
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
3301 Boxwood Court | Hoover, AL 35216
Lisa Townsend Cruise Specialist
http://www.educruises.com
Gary Lee Fischer Credit Union Sales and Marketing 801-703-1130
Phone: 8017031130 http://www.cuehp.com
Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, HR
4455 Lbj Freeway # 917 | Farmers Branch, TX 75244
Carmela McDermott AVP-CUER
http://www.curesources.coop/cuer.html
Service Areas: Recruitment
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
10800 Main St | Fairfax, VA 22030
Sean Connell Credit Union Coordinator 703-425-1204
Phone: 703-425-1204 | Fax: 571-328-5083 https://cumortgage.net/
5710 Mineral Point Road | Madison, WI 53705
Bill Cheney President
http://www.cuna.org
1 S. Orange Avenue, Suite# 306 | Orlando, FL 32801
Brian Walker Manager
Fax: 4075035395 http://creditunionradio.com/
Service Areas: Direct Marketing
711 East Henderson Ave | Tampa, FL 33602
Gabe Johnson President 888-989-3500
Phone: 888-989-3500 | Fax: 843-410-5735 http://www.creditunionservices.org
Service Areas: Auto, Website Design, Website Services
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
400 Galleria Pkwy Ste 1000 | Atlanta, GA 30339
Robin Jones Director of Marketing and Training
Phone: 800-521-1670 | Fax: 678-402-2112
Service Areas: Lending, Member Insurance
330 Grapevine Highway | Hurst, TX 76054
Keith Nelson Consulting Actuary
Phone: 8177888121 http://www.creditre.net
Service Areas: Institutional Insurance
5029 LaMart Suite E | Riverside, CA 09250
CHAD SIMMONS NATIONAL LENDER MANAGER 888-345-0918
Phone: 8880918308 https://www.creditsmarts.com
Service Areas: Indirect Auto Lending, Loan Originations Systems, Loan Participations
15035 N.W. 11 Ct | Miami, FL 33161
Nicole Soltau Director of Marketing
Phone: 305.467.8426 http://creditunionrate.com
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
6671-H Santa Barbara Rd | Elkridge, MD 21075
Jennifer Simon VP of Sales & Account Management
Phone: 410-796-0908 | Fax: 410-964-9693 www.crisolutions.com
Service Areas: Employee Benefits & Compensation, Gap Insurance, Member Insurance, Online Account Opening, Online Loan Applications
280 Interstate North Circle Suite 400 | Atlanta, GA 30339
Jon Patton Senior Vice President, Sales 800-407-9985
Phone: 7708352317 https://www.CRIFSelect.com
Service Areas: Auto, Indirect Auto Lending, Loan Originations Systems
CRIF Select makes indirect lending easy and helps you grow your business along the way! CRIF Select makes indirect lending the smart choice for lending institutions and auto dealers. Our turnkey auto finance and dealer revenue solutions combine easy-to-integrate technology with industry expertise to create even smarter business growth for everyone involved.
3400 Blue Springs Road Suite 200 | Kennesan, GA 30144
Tim Fernandez Business Development Manager
Phone: 770-529-7714 | Fax: 770-529-7716 http://www.croftandassociates.com
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
Service Areas: Audit/CPA, Compliance, Consulting
3773 Commonwealth Blvd. | Tallahassee, FL 32303
Keith Hopkins
Phone: 866-231-0545 http://www.cuautonet.com
Service Areas: Auto Remarketing
451 Division St NE | Salem, OR 97301
John Harris CEO (972) 347-4500
Phone: (877) 674-7555 https://cubenefitsalliance.com/
Service Areas: Employee Benefits & Compensation, Consulting, Strategic Planning
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.
6377 South Revere Parkway Suite 200 | Centennial, CO 80111
Steve Anderson President/CEO
Phone: 7209741311 | Fax: 7209741312 http://www.cudirectconnect.com
Service Areas: Auto Leasing, Business Lending, Indirect Auto Lending
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
Service Areas: Consulting, Contract/Vendor Management, Strategic Planning
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/
200 Turnbridge Trail | Simpsonville, SC 29680
Kerri Smith President/CEO
Phone: 864-331-2448 http://www.cuexceed.com
PO Box 1053 | Portland, ME 04104
Alan Theriault President
Phone: 800-649-2741 | Fax: 202-478-0935 http://www.cufinancial.com
Phone: 8016475234 http://www.cuhiring.com
Service Areas: HR, Recruitment, Technology
612 Swede St. | Norristown, PA 19401
Patrice Brusko VP of Marketing Services
Phone: 4846900212 | Fax: 4846900211 http://www.cuink.com
Brett Christensen Lending Trainer/Consultant
http://culendingadvice.com/
Service Areas: Business Lending, Lending, Strategic Planning
Monica Haupt Executive Vice President
http://www.culendingsolutions.com/index.php?option=com_content&task=view&id=23&I.
Service Areas: Indirect Auto Lending
15455 Dallas Parkway, Suite 900 | Addison, TX 75001
Keith Kasmire VP of Sales 800-607-3474
Phone: 8006073474 http://www.cumembers.com
Service Areas: Lending, Mortgage Subservicing, Mortgages
Since 1982, CU Members Mortgage has provided mortgage lending solutions to credit unions, CUSOs, leagues and their members across the country. Our customized participation levels provide ample opportunities to earn income for your credit union, while providing the most popular loan programs for members. Advanced technology, specialized training, and marketing support help build a strong and secure mortgage department. For more information visit our website www.cumembers.com.
Denise Yuh Principal Partner 888-432-8772
Phone: 8089427565 http://www.cupacific.com
4 Hutton Centre Dr. Suite 500 | Santa Ana, CA 92707
Dave Loyst Vice President
Phone: 8005744556 | Fax: 8004001459 http://www.cupartners.com/
8601 4th Street North Suite 200 | Saint Petersburg, FL 33702
Nicole Alonzi Executive Product Manager
http://www.products-promotion.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
11638 E Four Peaks Road | Scottsdale, AZ 85262
Tina Powers COO
Phone: 8016515419 | Fax: 8775196591 http://www.curealty.com
Service Areas: Mortgages, Direct Marketing, Loyalty/Reward Programs
CU Realty Services is celebrating its 20th anniversary as the leading real estate technology CUSO for credit unions. Our turnkey real estate marketing platform, HomeAdvantage®, helps credit unions reach, identify, and nurture home-buyer leads and close more purchase loans. Launched in 2000, CU Realty has worked with hundreds of credit unions and mortgage CUSOs nationwide and has given back over $48M in cash-back benefits to members. For more information, visit www.curealty.com
26263 Forest Blvd | Wyoming, MN 55092
Bryan Moffitt VP of Business Development 877-505-7352
Phone: 800-377-1798 http://www.curecovery.com
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.
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
404 Camino Del Rio S. #400 | San Diego, CA 92018-3588
Michael Joplin President/CEO 858-467-7200
Phone: 8584677200 | Fax: 8582680021 http://www.curevest.com
Service Areas: Collections, Member Financial Planning, Member Services
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
425 Phillips Boulevard | Ewing, NJ 08618
Phone: 6098833900 http://cuservnet.org/
38695 W. Seven Mile Road, Suite #200 | Livonia, MI 48152-7097
Lisa C. Rizk Chief Revenue Officer/COO, MCULSC (800) 262-6285
Phone: 8002626285 | Fax: 8664754564 http://www.cusolutionsgroup.com/
Service Areas: HR, Member Services, Mobile & Online Services
CU Solutions Group serves the credit union industry through technology, marketing, performance and strategic advisory solutions. The organization is dedicated to helping its clients serve, grow and remain strong. Visit CUSolutionsGroup.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.
2500 Hunter PlaceSte 102 | Woodbridge, VA 22192
Eric Kirn SVP 571-389-7295
http://www.custrategicservices.org/
1001 Connecticut Ave, NW Suite 1001 | Washington, DC 20036
Tracie McGetrick VP of Business Development 202-536-2052
Phone: 2022233920 | Fax: 2022231311 http://www.studentchoice.org
Service Areas: Student Lending
Credit Union Student Choice is a credit union service organization (CUSO) that positions credit unions as leaders in education finance by offering a comprehensive solution that helps them deliver fair-value private education loans and corresponding financial education to students and families. To learn more, visit www.studentchoice.org.
6000 28th Street SE, Suite 100 | Grand Rapids, MI 49546
Scott Collins Executive VP, National Sales and Marketplace
Phone: 8003273478 | Fax: 6162855735 http://www.cuanswers.com
Service Areas: Online Banking, Data Processing, Document Imaging
CU*Answers offers expertise in implementing technical solutions to operational needs, and is a leader in helping credit unions form strategic alliances and partnerships. CU*Answers provides a wide variety of services for credit unions including its flagship CU*BASE® processing system (online and in-house) and Internet development services featuring It’s Me 247 online and mobile banking. Additional services include document imaging solutions, web development, and network design and security. Founded 45+ years ago, CU*Answers is a 100% credit union-owned cooperative CUSO providing services to all credit unions.
450 E. 22nd St Suite 240 | Lombard, IL 60148
Theresa Guerriero President
Phone: 6306205200 http://www.cuamerica.com
Service Areas: Mortgage Processing
3201 Hallmark Court | Saginaw, MI 48603
Michael White CEO 989-799-0784
http://cuadvantage.com
Service Areas: Direct Marketing, Print Materials, Statement Inserts
Keith Hardin Project Manager 800-969-9153
Phone: 8009699153 http://www.cuboardmembers.com
Phone: 7608458146 http://www.cubroadcast.com
Service Areas: Branding, eMarketing, Social Media, Consulting
3049 Independence Drive Suite A | Livermore, CA 94551
Jim Berthelsen SVP, Sales & Business Development 925-344-5030
Phone: 8553943969 http://www.cubussolutions.com
Service Areas: Loyalty/Reward Programs, eStatements, Mobile & Online Services
Cubus provides a powerful online banking platform that integrates online banking, payments and personal finance in one seamless user experience. Cubus also provides best of breed online applications such as e-alerts, e-statements, e-notices, rewards, remote deposit capture, funds transfer, loan acquisition, loan servicing (payments and skips). Our solutions save money, increase convenience, and create new revenue streams. Headquartered in Livermore, California, Cubus is a trusted solution provider with years of success with its credit unions.
PO Box 12670 | Albany, NY 12212
Ryan Crone Client Development Manager
Phone: 5187649412 | Fax: 5187824350 http://www.cucinc.net
929 Harrison Avenue Suite 102 | Columbus, OH 43215
Jason Jones President 877-607-5426
Phone: 6144290888 http://www.cu-centric.com
Service Areas: Data Processing, Document Imaging, Technology 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
P.O. Box 47023 | Plymouth, MN 55447
Cara Buss Sr. Partner
Phone: 888-994-4473 http://www.cuhire.com/
1100 Campus Drive, Suite 700 | Stow, OH 44224
Christian Dabney Regional Manager 833-827-5167
Phone: 8338275167 http://www.cuinterface.com
Service Areas: Online Loan Applications, Remote Deposit Capture (RDC), Data Processing
3111 Camino del Rio North Suite 702 | San Diego, CA 92108
Mark Chandler Business Development 619-516-3900
Phone: 6195163900 | Fax: 6195163910 https://www.cula.com/
Service Areas: Auto Leasing, Auto Remarketing, Indirect Auto Lending
Credit Union Leasing of America (CULA) has been the leader in indirect vehicle leasing for credit unions for over 30 years. Founded in 1988, CULA provides best-in-class program assistance, analytics reporting, compliance support, dealer management tools and member services. The CULA indirect vehicle leasing program empowers credit union innovators to diversify their existing loan portfolios, improve yield and expand member services.
P.O. Box 14016 | Tallahassee, FL 32317
Joe Woods Vice President, Sales & Relationship Management 877-570-2824
Phone: 8507012824 | Fax: 8507012424 http://www.cu24.com
Service Areas: ATM Networks
73 Mountainview Blvd | Basking Ridge, NJ 07920
Dan von Schaumburg Client Relations
Phone: 9088607143 | Fax: 9088607941 http://www.cumanet.com
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.
Sherri Frazier Sales
http://www.cuna.org/
Service Areas: Online Banking
50 Old Courthouse Square, Suite 300 | Santa Rosa, CA 95404
Phone: (877) 509-2089 http://cunexus.com
Service Areas: Business Lending, Online Loan Applications
CuneXus is first-to-market with a proven technology that beautifully and completely addresses the need for a personalized, on-demand borrowing experience. While competitors remain focused on streamlining the loan application process, the CuneXus automation platform completely eliminates it, providing ultimate transparency and a delightfully simple 10-second loan activation experience.
Benefiting from leading-edge features and innovative partnerships, CuneXus clients report strong growth and performance, experiencing significant gains in efficiency, loan volume and customer experience.
CuneXus serves over 100 client institutions, representing nearly $200 billion in combined assets and 11 million U.S. consumers. Their platform produces over $9 million in approved loan requests daily.
526 S Main St, Suite 804 | Akron, OH 44311
Phone: 330-475-8438 https://www.cupromos.com
Service Areas: Branding, Print Materials, Promotions/Incentives
10150 Meanley Dr., 1st Floor | San Diego, CA 92131
Tami Cain Executive Director, Business Development 858-530-4440
Phone: 8585304440 | Fax: 8588826593 http://www.cusonet.com
Service Areas: Member Financial Planning, Member Retirement Planning, Retail Investments
Established in 1997, CUSO Financial Services, L.P., specializes in placing and supporting investment programs inside credit unions. Through our partnerships, the company provides customized investment and insurance solutions to over 185 credit unions across the country.
With our sister broker-dealer, Sorrento Pacific Financial, LLC, we’ve grown to more than $30 billion in AUA. Our focus is on providing leading wealth management services including the best tools, technology, resources and customized solutions to support credit union growth, by assisting members in achieving their financial goals and deepening the relationship through every touchpoint.
5601 E La Palma Ave. | Anaheim, CA 92807
Ron Wilsie VP 714-603-6050
Phone: 8884005000 http://www.cusomortgage.com
PO Box 2329 | Cinnaminson, NJ 08077
Jerry Farese CEO 941-242-5058
http://www.cu-solutions.com/
Service Areas: Auto Recovery, Auto Remarketing, Compliance
N 16970 Dallas Pwky Suite 600 | Dallas, TX 75248
Noe Rodriguez SVP/CIO 972-735-0714
http://www.trisminstantissuance.com/Home/index.php
Service Areas: Card Fraud, Card Portfolio Management, Credit Cards, Loyalty/Reward Programs, Mobile Banking
Eric Chriss CEO 858-240-5040
http://www.customatrix.com/
Service Areas: Board Education, Executive Benefits & Compensation, Mergers
830 Crescent Centre Dr. Ste. 350 | Franklin, TN 37067
Chris Hazlewood Senior Account Executive 615-864-7529
Phone: 6158647525 https://customerstream.net
Service Areas: eMarketing, Marketing, Loyalty/Reward Programs
5025 South Orange Avenue | Orlando, FL 32809
John Pantaleon CEO/President
Phone: 8885964947 | Fax: 8663163915 http://www.cutopiasolutions.com
Mark Chandler CEO 661-904-9111
Phone: 6619049111 https://www.cutradeinbids.com/site/credit_unions
Service Areas: Auto, Auto Buying Service, Member Services
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
1101 Bristol Road | Mountainside, NJ 07092
Sales Person Sales
Phone: 800-395-9700 | Fax: 908-789-3007 http://www.cybercollect.net
550 15th Street | San Francisco, CA 94103
Sales Manager Sales
http://www.idt911.com
9001 Airport Freeway Ste. 800 | North Richland Hills, TX 76180
Steve Polsky VP Marketing
Fax: 8175146007 http://www.go-cypress.com
Service Areas: Business Lending