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Platinum Suppliers

The Baker Group, LP The Servion Group TransUnion Trellance TruHome Solutions, LLC Trust for Credit Unions Mutual Funds Turner, Warren, Hwang & Conrad

Tactical Private Investigations

P.O. Box 12457 | Lake Charles, LA 70611

Marty Battles
Private investigator/Recovery agent

Phone: 1-800-779-4893 | Fax: 337-855-0168

Service Areas: Collections

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Tactics Consulting

Marc Mikkelson

Phone: 4357706453

Service Areas: Marketing, Website Design, Strategic Planning

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2300 Clarendon Blvd Ste 601 | Arlington, VA 22201

Judy Sandberg

Service Areas: Strategic Planning

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Talbot Financial Services, Inc.

1601 28th Street, Suite 300 | Boulder, CO 80301

Norm Howard
Execuitve Vice President

Service Areas: Institutional Investments

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Tanner & Co.

36 S State St #600 | Salt Lake City, UT 84111

Phone: 8015327444

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TBG (The Berndt Group)

3618 Falls Road, Suite 300 | Baltimore, MD 21211

Ami Dang
Manager of Marketing & New Business

Phone: 4108895854

Service Areas: Marketing, Website Design, Website Services

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TCAR Recovery & Remarketing Services

P.O. BOX 992 | SCHENECTADY, NY 12301-0992

Chris Dunleavy

Service Areas: Collections

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1377 Motor Pkwy. Ste. 400 | Islandia, NY 11749

Nicolaas Vlok

Phone: 6314044135 | Fax: 6314044299

Service Areas: Indirect Auto Lending, Lending, Loan Originations Systems

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TEAM Resources

2665 North Indian Ridge Drive | Tucson, AZ 85715


Phone: 800.788.9542 | Fax: 520.290.8378

Service Areas: Strategic Planning

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10498 Doral Dr | Cedar Hills, UT 84062

Robert Lindsay
Chief Operating Officer

Phone: 801-803-8143

Service Areas: Business Continuity, Contract/Vendor Management, Strategic Planning

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Teletrack, Inc. (CoreLogic)

5550-A Peachtree Parkway | Norcross, GA 30092

Paul Worden
National Account Director

Phone: (800) 426-1466

Service Areas: Lending

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Telos (Xacta Corporation)

19886 Ashburn Rd | Ashburn, VA 20147

Jerry Roley
VP Financial Services

Service Areas: Enterprise Risk Management (ERM)

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230 Park Ave. Ste. 1550 | New York, NY 10169

Jessica Wolfe
Global Public Relations Manager

Phone: 6103148966

Service Areas: Loan Originations Systems, Mobile Banking, Online Banking

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Tennessee Credit Union League

P.O. Box 21550 | Chattanooga, TN 37421

Fred Robinson

Phone: 4238992425 | Fax: 4238998726

Service Areas: State League/Association

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Tera Link Systems

85-25 Aspen Place | New York, NY 11432

Ravee Shankar

Phone: 6312369730 | Fax: 8668133227

Service Areas: Audit/CPA

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TGI Direct, Inc.

5365 Hill 23 Drive | Flint, MI 48507

Robert White
Vice President, Sales

Phone: 8102395553 | Fax: 8102394321

Service Areas: Document Imaging

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The BA Group LLC

158 Water Street North, Suite 7 | Northfield, MN 55057

Amy Herbig

Phone: 5075818699

Service Areas: Advertising, Branding, Marketing

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The Baker Group, LP

1601 N.W. Expy. 20th Fl. | Oklahoma City, OK 73118

Mark D. Baumann
Managing Director

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.

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Phone: 6268407101

Service Areas: Branding, Marketing, Promotions/Incentives

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The CSC Group

6802 West Snowville Road | Brecksville, OH 44141

Deborah Perrella
Marketing Specialist

Phone: 800-646-4272 | Fax: 440-546-4282

Service Areas: Document Imaging

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The Cypress Group

1000 Primera Boulevard | Lake Mary, FL 32746

Phone: 4072287677 | Fax: 4078983026

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The Designer's Desk, Inc.

28147 W. Commercial Ave, Unit 1 | Lk Barrington, IL 60010

Heather Langlois
Marketing Director

Phone: 8472779390 | Fax: 8472779391

Service Areas: Branding, Direct Marketing, eMarketing, Print Materials, Statement Inserts

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The Evans Group

3104 E. Camelback Road # 436 | Phoenix, AZ 85016

Troy Evans
President, Professional Speaker and Author

Phone: 602-265-6855 | Fax: 602-285-1474

Service Areas: Enterprise Risk Management (ERM)

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The Graham Law Firm, PLLC

416 North Stanton #430 | El Paso, TX 79901

Michael Graham

Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments

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The Knowlton Group, LLC

3 Coach Ln | Sandwich, MA 02563

Brewster Knowlton
Founder, CEO

Phone: 860-593-7842

Service Areas: Data Processing, Technology, Technology Consulting

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The Landmark Image

875 Cotting Lane Suite C | Vacaville, CA 95688

Ray Goodson

Service Areas: Statement Printing

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The Leduc Group, PLLC

4 Parklane Boulevard, Suite 350 | Dearborn, MI 48126

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The Lee Group

355 N. 18th St. Ste. 102 | Beaumont, TX 77707

Ann Lee

Service Areas: Marketing, Website Design

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The Marsh Consulting Group Ltd

650 S. Westdale Drive Suite 206 | Wichita, KS 67209

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The Primeritus Family of Companies

4950 Hillsdale Circle | Citrus Heights, CA 95621

Kerry Sparks
Business Analyst

Phone: 9162933586

Service Areas: Auto, Auto Recovery, Auto Remarketing

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The Regency Group

2701 Mall Drive PMB 137 | Florence, AL 35630

Phone: 8004269918 | Fax: 2567260189

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The Rochdale Paragon

8575 W. 110th Street, Suite 220 | Overland Park, KS 66210

Tony Ferris

Phone: 8004244951

Service Areas: Lending, Compliance, Enterprise Risk Management (ERM), Strategic Planning

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The Servion Group

500 Main St. Ste. 100 | New Brighton, MN 55112

S. Brad Crandall

Phone: 6516313111 | Fax: 6517879577

Service Areas: Business Lending, Mortgages, Member Financial Planning

Founded in 1987, The Servion Group, a CUSO--partners with credit unions around the country, providing them with the tools and support they need to establish and grow their businesses. The company offers solutions that empower credit unions to succeed in the areas of mortgage lending, commercial lending, residential and commercial title, real estate, and financial advisory.

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The Sheeter Group

2509 Ridgewind Way | Windermere, FL 34786

Andy Sheeter

Phone: 4072172301 | Fax: 8002785812

Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, Executive Benefits & Compensation

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The Shelly Group

395 Sawdust Rd #2132 | The Woodlands, TX 77380

Eric Janda

Phone: 2813670675 | Fax: 2813670685

Service Areas: Recruitment

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The Strawhecker Group

11605 Miracle Hills Dr | Omaha, NE 68154

Phone: 402-964-2617

Service Areas: Market Research, Consulting, Mergers

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777 High Street | Palo Alto, CA 94301

David McKenna
Enterprise Sales Executive

Phone: 407-417-7337

Service Areas: Network Security

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Third Degree Advertising & Communications, Inc.

102 W. Eufaula | Oklahoma City, OK 73104

Roy W. Page

Phone: 8888713729

Service Areas: Advertising, Branding, Marketing

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Thomas & Gibbs CPAs, PLLC

6114 Fayetteville Road Suite 101 | Durham, NC 27713

Kenneth Gibbs
(919) 544-0555

Phone: 9195440555 | Fax: 9195440556

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Thompson, Greenspon and Co., P.C.

10694-A Crestwood Drive | Manassas, VA 20109

Bill Astrab

Phone: 703.385.8888 | Fax: 703.385.3940

Service Areas: Audit/CPA

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Thompson-Phelan, Inc.

P.O. Box 105 | Anchorville, MI 48004

John Schwark

Service Areas: Facility Design & Build

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TitleAuctions LLC

3913 Ne 32nd Place | Portland, OR 97212

Mark Coleman

Phone: 503-344-5001 | Fax: 503-281-9931

Service Areas: Collections

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TMG Financial Services

1500 N.W. 118th Street | Des Moines, IA 50325

Ben Rempe
Vice President, Business Development

Phone: 8884284720 | Fax: 5153438022

Service Areas: Credit Cards

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TNS Smart Network, Inc.

191 West Mall Suite 1020 | Etobicoke, Ontario, ON M9C 5

William Elson
VP of Customer Operations

Service Areas: Credit Card Processing, Credit Cards

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393 Inverness Parkway | Englewood, CO 80112

John Withaar

Phone: 303-268-1477 | Fax: 303-268-8338

Service Areas: Collections, Enterprise Risk Management (ERM)

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Torkildson Law Firm

2708 Regent St | Madison, WI 53705

Patricia Torkildson

Service Areas: Legal Services

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Total Expert Inc

1600 Utica Ave S, Suite 600 | Minneapolis, MN 55416

Allison Netzer
(952) 977-8620

Phone: 9529778620

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Total Member Care

3252 University Drive, Suite 165 | Auburn Hills, MI 48326

Howard Hoemann
Chief Sales Officer

Phone: 800-205-4268 | Fax: 636-273-6176

Service Areas: Call Centers, Mystery Shopping, Lending

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Total Quality Consulting

931 East Walnut Street, Suite 204 | Pasadena, CA 91106

Douglas Duong

Fax: 5629089695

Service Areas: Recruitment

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TPG Software, Inc.

5858 Westheimer Ste 300 | Houston, TX 77057

Slavek Rotkiewicz

Service Areas: Institutional Investments

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TPSi Statement Rendering Services

5544 South 104th East Avenue | Tulsa, OK 74146

Roger Albert
Account Executive

Phone: (800)422-9622 | Fax: (918)250-1983

Service Areas: Direct Marketing, eStatements, Statement Printing

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TransAmerica Adjusters, Inc.

PO Box 458 | Center, TX 75935

Ralph Godsey
VP of Operations

Phone: 8772076562 | Fax: 9365910070

Service Areas: Auto, Auto Recovery, Auto Remarketing

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Transamerica Life & Protection Financial Solutions

2700 W Plano Pkwy | Plano, TX 75075

Tom Kazar
Vice President, Sales

Phone: 630-215-6042

Service Areas: Marketing, Member Insurance, Mobile & Online Services

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TranStar National Title

2201 W. Plano Parkway, Suite 152 | Plano, TX 75075

Dave Carman
National Sales Executive

Phone: 888-766-8500 | Fax: 469-229-8837

Service Areas: Mortgages

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555 W. Adams St. | Chicago, IL 60661

Blake Woods
Sr. Advisor, Credit Unions

Phone: 3129853715

Service Areas: Lending, Marketing, Enterprise Risk Management (ERM)

The past decade has given way to many new innovations in consumer lending – from to rise of FinTechs, to stronger demand for more automated digital experiences, to new custom modeling capabilities designed to create more inclusion in lending strategies. Many credit unions have seen firsthand the impact these innovations have had and find themselves wondering “how can we compete in this environment?” As credit unions face the challenge of growing loans in a market with rising interest rates, lending strategies and credit unions’ relationship with data are changing. At TransUnion, we help credit unions leverage Information For Good.

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TRC Interactive

4200 Crums Mill Road | Harrisburg, PA 17112

Jay Bowden
Vice President - Operations

Phone: 717-652-3100 | Fax: 717-652-8281

Service Areas: Employee Incentive Programs

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7650 W Courtney Campbell Causeway #900 | Tampa, FL 33607

Nikki Dever

Phone: 888-930-2728

Service Areas: Card Portfolio Management, Data Processing, Technology

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

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T-REX Group

214 W 29th Street, 17th Floor | New York, NY 10001

Phone: 212-256-1289

Service Areas: Data Processing, Technology

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Triad Financial Services, Inc.

4336 Pablo Oaks Ct 4336 | Jacksonville, FL 32224

Robert Larison
V.P of Project Management

Phone: 8005222013

Service Areas: Lending, Loan Participations, Mortgages

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Tricorp Federal Credit Union

P.O. Box 1429 | Westbrook, ME 04092

Steve Roy

Phone: 2077610774 | Fax: 2077610873

Service Areas: Corporate Credit Union

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Triscend NP

1100 PARKER SQUARE | Flower Mound, TX 75028

Alexandria Staron
VP of Business Development

Phone: 9723181110 | Fax: 9723181114

Service Areas: Executive Benefits & Compensation, Consulting, Institutional Insurance

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TriSyn Group

8777 N. Stemmons Freeway | Dallas, TX 75247

Sally Love
Marketing Manager

Phone: 1-866-767-3658 | Fax: 1-214-492-5439

Service Areas: Collections

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TriVerity & The Loan Service Center

26263 Forest Blvd. | Wyoming, MN 55092

Wendy Elieff
SVP Client Service & Marketing

Phone: 8003771798

Service Areas: Employee Training, Collections, Consulting

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TRK Advisors

109 Old Dublin Road | Peterborough, NH 03458

Timothy Kolk
(603) 924-4438

Phone: 603-924-4438

Service Areas: Credit Cards

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TrueCar Inc.

120 Broadway, Suite 200 | Santa Monica, CA 90401

Graham Lentz
Partner Development Manager
(800) 200-2000

Phone: (800) 200-2000

Service Areas: Auto, Auto Buying Service, Lending

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TruHome Solutions, LLC

9601 Legler Rd. | Lenexa, KS 66219

Jeff Vossen
SVP, Mortgage Originations & Operations

Phone: (913) 981-1748 | Fax: 9139811648

Service Areas: Lending, Mortgage Processing, Mortgages

TruHome Solutions is a team of more than 300 professionals in the Kansas City metro area. We have provided private-label mortgage originations, secondary marketing, and mortgage servicing to credit unions since 2004. By partnering with us, you’ll break through the barriers of mortgage expertise, technology, and regulation, allowing you to serve all your members’ mortgage needs. We are 100% credit union-owned, and we only work with credit unions. That’s our business, so we better understand the unique needs of credit unions and their members. Let TruHome help you deliver the mortgage experience your members deserve. And bring them home, where they belong.

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truPayments, LLC

6249 Stewart Ave. | Cincinnati, OH 45227

Tarry Shebesta

Phone: 5135277700

Service Areas: Auto, Auto Buying Service, eMarketing

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Trust for Credit Unions Mutual Funds

1001 Connecticut Ave., NW | Washington, DC 20036

Jay Johnson
President of Trust for Credit Unions

Service Areas: Loan Participations, Institutional Investments

The Trust for Credit Unions (TCU) Portfolios were created more than 30 years ago to provide credit unions with the investment options they need and professional management to enhance efficiency. The TCU Ultra-Short Duration Portfolio targets a 3-month duration, and the Short Duration Portfolio targets a 2-year duration. Both Portfolios are actively managed by ALM First Investment Advisors and make investing simple with no minimums and next day settlement. TCU is launching new products later this year related to employee benefits pre-funding and charitable donation accounts.

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1013 Centre Rd | Wilmington, DE 19805

Carol Burns
Vice President

Phone: 302.993.8021 | Fax: 302-999-7725

Service Areas: HR

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Tuff Risk Management, Inc.

2814-14th Street SW | Calgary, AB T2T 3V4

Ron Ryan

Phone: 1-888-744-7475

Service Areas: Asset/Liability Management (ALM)

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Tullamore Consulting LLC

12 Grove St | Rochester, NY 14605

Phone: 5854130888

Service Areas: Business Lending, Lending

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Turner, Warren, Hwang & Conrad

100 N. First St. Ste. 202 | Burbank, CA 91502

Kian Moshirzadeh

Phone: (818) 954-9700 | Fax: 8189558416

Service Areas: Audit/CPA, Compliance, Consulting

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.

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400 Leap Road #473 | Hilliard, OH 43026

Amanda Thomas
Founder & President

Phone: 833-896-7267

Service Areas: Advertising, Marketing, Strategic Planning

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5331 SW Macadam Ave. Suite 251 | Portland, OR 97239

Josh DeTar
Sales Development Manager

Phone: 5032263939 | Fax: 5032285539

Service Areas: Mobile Banking, Online Banking, Online Fraud/Security

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