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Buyer's Guide

Consulting

Browse Suppliers

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Platinum Suppliers

C. Myers Corporation Carroll & Associates LLP Cornerstone Advisors, Inc. CU Capital Market Solutions, LLC CU Engage Dollar Associates, LLC Genworth Mortgage Insurance Lending Solutions Consulting, Inc Nearman, Maynard, Vallez, CPAs & Consultants, PA Oppenheimer & Co. O'Rourke & Associates RSM US LLP SmartStep Solutions Trellance Turner, Warren, Hwang & Conrad

A.A. Credit Union Solutions

Andrea Amuso
Owner/Principal
623-939-2964

http://www.aaauditservices.com/

Service Areas: Consulting

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Abound Resources

13740 Research Blvd, Building 2, Suite T | Austin, TX 78750

Brad Smith
President
512-231-1750

Phone: 5123513697 | Fax: 5122311752
http://www.aboundresources.com

Service Areas: Business Continuity, Audit/CPA, Compliance, Consulting, Contract/Vendor Management

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Accelerant Performance Solutions

4950 S. Yosemite Street F2-234 | Greenwood Village, CO 80111

Adam Cohen
Principal

Phone: 303-888-2429
http://www.accelerantperformance.com/

Service Areas: Consulting, Performance Benchmarking, Strategic Planning

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Agility Recovery Solutions

Scott Teel
Marketing Director
(980) 216-9293

Phone: 3033009886 | Fax: 3033006586
http://www2.agilityrecovery.com/

Service Areas: Business Continuity, Consulting

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ALM First Financial Advisors

2911 Turtle Creek Blvd., Ste. 500 | Dallas, TX 75219

Mike Ensweiler
Director of Business Development

Phone: 800-752-4628 | Fax: 214-987-1052
http://www.almfirst.com

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

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American Brokerage Consultants

424 Central xAvenue 5th Floor | St. Petersburg, FL 33701

Richard Ayotte
Chief Executive Officer

http://www.americanbrokerage.com

Service Areas: Consulting

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AppPax, LLC

151 Ted Turner Drive NW | Atlanta, GA 30303

Ken Proctor
Chief Risk Officer
404-692-7016

Phone: 404-692-7016
http://www.apppax.com

Service Areas: Technology Consulting, Consulting, Enterprise Risk Management (ERM)

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Ascensus

200 Dryden Road | Dresher, PA 19025

Jane Weizenegger
Strategic Relations

Phone: 2156488000 | Fax: 2156484888
http://www.ascensus.com

Service Areas: Technology, Compliance, Consulting

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Attainium Corp

5022 N Idaho Rd, Apache Junction, AZ 85119

Bob Mellinger
President
571-248-8200

https://www.attainium.net

Service Areas: Business Continuity, Consulting

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Bailey Scarano, LLC

1224 Main Street | Branford, CT 06405

Steve Moalli
Partner
203-481-1120

Phone: 2034811120
http://www.baileyscarano.com/

Service Areas: Audit/CPA, Consulting

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BDO USA, LLP

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

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BKD

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

Service Areas: Audit/CPA, Compliance, Consulting

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Bonadio & Co., LLP

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

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Branch Development Group

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

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BSG Solutions Group

Alan Thompson
Senior Managing Partner

Phone: 7604646829
http://www.banksolutionsgroup.com/

Service Areas: Consulting, Contract/Vendor Management, Strategic Planning

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C. Myers Corporation

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.

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Capital Performance Group

1331 H St NW #801 | Washington, DC 20005

Phone: 2023377870
http://www.capitalperform.com

Service Areas: Board Education, Consulting, Strategic Planning

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Carolyn Warden & Associates aka Shared Resources

Phone: 7208411413
http://carolynwarden.com

Service Areas: Board Education, Employee Training, Consulting

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Carroll & Associates LLP

205 De Anza Blvd., #13 | San Mateo, CA 94402-3989

Hal Carroll
Managing Partner
650-888-3520

Phone: 650-888-3520
https://carrollcpas.net

Service Areas: Audit/CPA, Consulting, Contract/Vendor Management

Carroll & Associates is a professional services firm that specializes in serving the needs of one industry…credit unions.

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CBA Capital Partners Ltd.

95 Mortimer Street, Suite 26 | London

Phone: 2071933452

Service Areas: Asset/Liability Management (ALM), Consulting, Mergers

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Clayco Financial Facilities

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

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Clear Insight FPM

1051 Clinton Street Ste 212 | Buffalo, NY 14206

susan.malik@clearinsight.ca

Phone: 9052745884
http://www.clearinsight.ca

Service Areas: Technology Consulting, Consulting

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ClearPoint Credit Counseling Solutions

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

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Cooke/Andres LLC

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

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Cornerstone Advisors, Inc.

7272 E Indian School Road Ste 400 | Scottsdale, AZ 85251

Scott Sommer
President/CEO

Phone: 480-423-2030 | Fax: 480-481-6076
http://www.crnrstone.com/

Service Areas: Consulting, Contract/Vendor Management, Enterprise Risk Management (ERM)

Cornerstone Advisors is the only advisory firm in the industry that can take clients from strategy to execution. Our services focus on Strategy, Channels, Contracts, Payments, Technology and Performance. Cornerstone hosts executive roundtables and speaks frequently at industry events. We publish GonzoBanker, the Cornerstone Performance Report, the Insight Vault, and a variety of white papers

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Cross Digital

Dennis Washington
President

http://www.crossdig.com/

Service Areas: Advertising, Branding, Direct Marketing, eMarketing, Consulting

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Crowe Horwath

330 East Jefferson Boulevard | South Bend, IN 46601

Mark Taylor
Partner
630-575-4335

http://www.crowehorwath.com

Service Areas: Audit/CPA, Compliance, Consulting

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CU Capital Market Solutions, LLC

7200 West 132nd St. Ste 240 | Overland Park, KS 66213

Lewis Lester
Chief Executive Officer
678-960-2900

Phone: 8002220978 | Fax: 9134022636
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.

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CU Engage

300 4th Ave S. Suite 200 | Saint Petersburg, FL 33701

James Guild
Co-Founder/Managing Partner
727-698-9973

Phone: 7276989973
http://cuengage.com

Service Areas: Consulting, Contract/Vendor Management, Strategic Planning

Jenn Addabbo and James Guild founded CU Engage to provide the member experience and technological efficiencies that today’s consumers demand. 
We are more than your average consultants. We are educators, matchmakers, integrators, and advocates who offer credit unions an outside perspective. We help you uncover challenges and opportunities resulting in over $750 million in savings to date.
Our team’s industry experts are dedicated to helping your credit union set strategic goals. Let us help you make efficient, well-informed decisions. 
 
Contact CU Engage today for a free assessment: 
 
(727) 698-9973
https://cuengage.com/

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CU Resources, Inc.

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

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CUbroadcast

Phone: 7608458146
http://www.cubroadcast.com

Service Areas: Branding, eMarketing, Social Media, Consulting

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CUCollaborate

Sam Brownell
President
202-617-9581

Phone: 2026179581
http://cucollaborate.com/

Service Areas: Board Education, Technology Consulting, Consulting, Contract/Vendor Management

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Development Finance Training and Consulting Inc

Dana Sumner
Development Finance Traning and Consulting Inc.
207-923-3030

Phone: 2079233030 | Fax: 8662645063
http://www.devftc.com

Service Areas: Board Education, Employee Training, Business Lending, Consulting, Corporate Credit Union

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Dollar Associates, LLC

5511 Highway 280 Suite 224 | Birmingham, AL 35242

Dennis Dollar
Partner
205-991-1525

Phone: 2059911525
http://www.dollarassociates.com

Service Areas: Consulting, Mergers, Strategic Planning

Dollar Associates is a credit union consulting firm specializing in FOM issues, community charters, merger support, underserved area expansions, regulatory compliance, strategic planning, executive recruiting, board and management training, staff education and governmental relations. Working with both credit unions and the organizations that serve them, Dollar Associates offers regulatory, public policy, strategic and management expertise from recognized industry leaders with personal attention and competitive rates.

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Edge Consultancy LLC

Carlos F Rodriguez
COO
305-726-6135

Phone: 5165285057
http://edgeconsultancyllc.com/

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

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EMMR Research

910 K East Redd Rd. #523 | El Paso, TX 79912

Emmanuel Rodriguez
Founder
915-275-4580

Phone: 915-275-4580
https://researchcu.com/

Service Areas: Market Research, Consulting, Credit Union Research

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Ewart & Associates, LLC

7480 Fairway Drive, Suite 205 | Miami Lakes, FL 33014

Edwin W Ewart Jr.
Managing Partner
305-798-5400

Phone: 3055574683 | Fax: 3056754681
http://www.ewartcpa.com

Service Areas: Audit/CPA, Compliance, Consulting

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Excel Financial Group

600 West Broadway Suite 2000 | San Diego, CA 92101

Joanna Brost
Financial Advisor

Phone: 619-557-4751 | Fax: 619-557-4710

Service Areas: Consulting

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Feldman Financial Advisors, Inc.

1001 Connecticut Avenue, NW Suite 840 | Washington, DC 20036-5531

Peter Williams
Principal
202-467-6862

Phone: 2024676862
http://www.feldmanfinancial.com

Service Areas: Consulting, Mergers, Strategic Planning

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Financial Core Strategies

Rick Shockley
President
317-578-4669

http://www.fincorestrategies.com

Service Areas: Data Processing, Technology Consulting, Consulting

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Financial Finesse

360 Kansas St | San Francisco, CA 94103

Tanya Samuels
Publicist

Phone: 310 802 6855 | Fax: 310 379 6260
http://www.financialfinesse.com

Service Areas: Consulting

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Genworth Mortgage Insurance

8325 Six Forks Road | Raleigh, NC 27615

Melissa Lineberry
Segment Manager
(919)870-2411

https://new.mi.genworth.com/

Service Areas: Lending, Mortgages, Consulting

The Genworth Mortgage Insurance story begins with you and your business. Since 1981 we’ve been understanding what you need so we can help you manage your business better by delivering what’s best. The best products. The best service. And the best solutions—you-centric solutions that matter.

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Great Minds, Inc.

658 Blue Heron Way | Highlands Ranch, CO 80129

Kirk Harris
Kirk Harris
801-403-0979

Phone: 303-249-9696
http://www.greatminds.com

Service Areas: Business Lending, CRM/MRM, Document Imaging, IT Outsourcing, Consulting

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Halo Branded Solutions

Leslie Rowe
National Marketing & Branding Exec
813-810-3876

https://www.Halo.com/LRowe

Service Areas: Advertising, Branding, Direct Marketing, Promotions/Incentives, Consulting

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Hayes & Associates, L.L.C.

Tumi Oluyole
Senior Manager
402-390-2480

Phone: 4023902480
http://www.hayes-cpa.com/

Service Areas: Audit/CPA, Compliance, Consulting

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Health-Lync, LLC

Rani Guptar
CEO
954-655-9127

Phone: 9546559127

Service Areas: Operations, Consulting, Strategic Planning

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HireSafe Employment Background Screening

300 Orchard City Drive, Suite 130 | Campbell, CA 95008

Alfred Firato
President & CEO
888-792-4473

Phone: 888-792-4473
http://www.hiresafe.com

Service Areas: Asset/Liability Management (ALM), Compliance, Consulting

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Howard & Howard Attorneys PLLC

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

Steve Van Beek
Attorney
248-723-0521

Phone: 248-723-0521
http://www.howardandhoward.com/

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

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ICI (International Consulting, Inc.)

6033 Hector Road | McLean, VA 22101

Greg Schratwieser
President / CEO
800-729-8237

Phone: 800-729-8237
http://www.ici-consulting.com

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

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Indirect Lending Solutions LLC

P.O. Box 190012 | North Charleston, SC 29419

Will McGregor
President

Phone: 8435695009 | Fax: 8437457009
http://www.iltech.us

Service Areas: Auto, Indirect Auto Lending, Lending, Technology, Consulting

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IQR Consulting

1300 Valley House Dr. Suite 100-13 | Rohnert Park , CA 94928

Phone: (707) 921-7071
http://iqrconsulting.com/

Service Areas: Card Portfolio Management, Market Research, Technology Consulting, Consulting

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J.R. Bruno & Associates - SBA/Member Business Lending Outsource

870 Market Street, Suite 462 | San Francisco, CA 94102

Joanna Bruno
President

Fax: 6269144496
http://www.jrbrunoassoc.com

Service Areas: Board Education, Employee Incentive Programs, Document Imaging, Compliance, Consulting

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John Kho Consulting Inc.

http://johnkhoconsulting.com

Service Areas: Advertising, Branding, Direct Marketing, Consulting

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John M. Floyd & Associates

125 North Burnet Dr | Baytown, TX 77520

Dick Miller
EVP
800-809-2307

Phone: 5174493269
http://www.JMFA.com

Service Areas: Executive Recruitment, Compliance, Consulting

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Jordan Industries International, Inc.

1751 Lake Cook Road | Deerfield, IL 60015

Valerie Jordan
President

Phone: 803-932-9540 | Fax: 803-945-2233
http://www.jordanandjordan.com

Service Areas: Consulting

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Jumbo CD Investments, Inc.

160 N. First Street, Suite 2 | Dixon, CA 95620

Chris Duncan
National C.D Specialist

http://www.jumbocdinvestments.com

Service Areas: Consulting

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Jumbo Rate News

P.O. Drawer 145510 | Coral Gables, FL 33114

Caroline Jervey
Editor

Phone: 800-388-6686 | Fax: 800-230-9569
http://www.jumboratenews.com

Service Areas: Consulting

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Karns Profit Improvement

Phone: 9188151200
http://profitimprovement.com

Service Areas: Consulting, Contract/Vendor Management

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Kiran Analytics

5060 Shoreham Place | San Diego, CA 92122

Kerim Tumay
Vice President of Marketing
858-270-9950

Phone: 8582709950 | Fax: 8582709950
http://kiran.com

Service Areas: Branch Planning, Consulting, Strategic Planning

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Kollner Group, Inc

15332 Antioch Street, PMB #335 | Pacific Palisades, CA 90272

Phone: 3102303150
http://kollnergroup.com/

Service Areas: Board Education, Consulting, Strategic Planning

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Lending Solutions Consulting, Inc

2250 Point Blvd. Suite 325 | Elgin, IL 60123

Bill Hultstrand
Vice President, Business Development
2242866061

Phone: 8779157675
http://www.rexcuadvice.com

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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LFE Institute

Plaza Towers - Suite 312 1736 E. Sunshine | Springfield, MO 65804

Alice Whinnery
President & CEO

Phone: 4178893700 | Fax: 4178893714
http://www.lfeinstitute.com

Service Areas: Consulting

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Lincoln Financial Advisors

350 Church Street Mmc1 | Hartford, CT 06103

Edward Rubio
National Director, Advisor Direct

http://www.lfaonline.com

Service Areas: Consulting

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LPL Financial Services

9785 Towne Centre Drive | San Diego, CA 92121

James Norwood
V.P., Financial Institution Services

Fax: 7043764476
http://www.joinlpl.com

Service Areas: Financial Literacy, Member Insurance, Consulting

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Maple Street, Inc.

260 Wekiva Springs Road Suite 1050 | Longwood, FL 32779

Michael Crofts
President
321-214-1776

Phone: 3212141776 | Fax: 8664573460
http://www.maplestreetinc.com

Service Areas: Compliance, Consulting, Contract/Vendor Management

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Mark H. Smith, Inc.

Cynthia Walker
CEO
800-268-7795

Phone: 8019638464 | Fax: 8019638470
http://www.markhsmith.com/

Service Areas: Asset/Liability Management (ALM), Consulting, Strategic Planning

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MemberMap LLC

1375 Thornbird | Cincinnati, OH 45230

Steve French
President

Phone: 5132975200 | Fax: 5132416676
http://www.membermap.com

Service Areas: Consulting

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Montana Credit Union Network

101 N Rodney | Helena, MT 59601

Tracie Kenyon
President/CEO

Phone: 4064429081 | Fax: 4064429085
http://www.mcun.coop

Service Areas: Board Education, Employee Benefits & Compensation, Consulting, Enterprise Risk Management (ERM), State League/Association

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Myvesta.org

6 Taft Court Suite 301 | Rockville, MD 20850

Lisa Barber
Business Development

http://www.myvesta.org

Service Areas: Consulting

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Nearman, Maynard, Vallez, CPAs & Consultants, PA

10621 North Kendall Drive, Suite 219 | Miami, FL 33176

Chris Vallez, CPA, MBA, CICA
Partner
800-288-0293

Phone: 800-288-0293 | Fax: 305-537-5678
http://www.nearman.com/

Service Areas: Audit/CPA, Compliance, Consulting

Since 1979, Nearman, Maynard, Vallez, CPAs has provided auditing and consulting services exclusively to credit unions.  Our dedication to the industry has given us the unique ability to provide exceptional service at a reasonable price.  Our services include certified audits, Supervisory Committee Guide audits, compliance reviews, internal audit and more. 

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NewGround Resources

15450 South Outer Forty Dr. Suite 300 | Chesterfield, MO 63017

Erica Zumstein
Business Development Administrator

Phone: 6368988100
http://www.newground.com

Service Areas: Facility Design & Build, Consulting

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Next Step

4630 South Kirkman Rd. Ste. 162 | Orlando, FL 32811

Linda Vick
Executive Vice President

Phone: 4079268250
http://www.nextstepinc.com

Service Areas: Technology, Technology Consulting, Consulting

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Nice Enterprises Inc.

11394 County Road 11 | Kremmling, CO 80459

Ron C. Nice
President & CEO
303-980-8100

http://www.trynice.com/

Service Areas: Board Education, Consulting, Mergers, Strategic Planning

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Oaktree Financial Advisors

12900 N. Meridian Street Suite 300 | Carmel, IN 46032

Ed Snyder
President

http://www.oaktreeadvisors.com

Service Areas: Consulting

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Objective Advisors

1101 Capital of TX Highway, South, Building K, Suite 250 | Austin, TX 78746

Michelle Flynn
President

Phone: 5123010001 | Fax: 5123010006
http://www.objective-advisors.com

Service Areas: Asset/Liability Management (ALM), Consulting, Institutional Investments

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Oppenheimer & Co.

6102 Abbott Rd | East Lansing, MI 48823

Mark B. Wickard
Manging Director- Invesmtents
5173337760

Phone: 5173337762 | Fax: 5173337780
https://www.opco.com/

Service Areas: Board Education, Consulting, Institutional Investments

Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. is an Institutional Fixed Income Consulting Group helping Credit Unions (CU's) 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 CU's. Our Investment strategies & 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.

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O'Rourke & Associates

395 Oyster Point Blvd. Suite 405 | South San Francisco, CA 94080

Lisa Burroughs
Director of Executive Search and Strategy
800-394-1918

Phone: 8003941918 | Fax: 6505898749
http://www.orourkeconsult.com

Service Areas: Executive Recruitment, Consulting, Strategic Planning

O'Rourke & Associates offers a wide range of executive search services nationwide exclusively to the credit union industry. Expertise lies in the areas of CEO and Executive Recruitment, Compensation and Retention Analysis and HR Consulting. For more information, contact our industry experts to experience the gold standard. 

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P360

Carl Meiswinkel
President
949-347-7700

Phone: 9493477700 | Fax: 9493477701
http://www.p360inc.com

Service Areas: Lending, Mortgages, Consulting, Enterprise Risk Management (ERM), Mergers

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PYA

2220 Sutherland Avenue | Knoxville, TN 37919

Mike Shamblin
Managing Principal of Audit & Assurance Services

Phone: 800-270-9629
http://www.pyapc.com

Service Areas: Audit/CPA, Consulting, Strategic Planning

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Rise Performance Group

3905 Victory Court | Flower Mound, TX 75028

Mark Fenner
President
469-293-6198

Phone: 469-293-6198
http://riseperformancegroup.com

Service Areas: Executive Recruitment, HR, Recruitment, Consulting

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RK Hammer

850 Puesta Del Sol | Thousand Oaks, CA 91360

robert hammer
Chairman

Phone: 805-444-5725
http://www.rkhammer.com

Service Areas: Credit Cards, Consulting

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RNET Financial Technology Consulting

1831 Monterey Blvd | Hermosa Beach, CA 90254

Robert Arnett
CEO
310-318-6593

Phone: 310-318-6593
http://rnetconsulting.com

Service Areas: Technology Consulting, Consulting, Strategic Planning

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Robert C. Davis and Associates

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

Bob Davis
Founder and CEO
678-548-1775

Phone: 678-259-9290
http://robertcdavis.net

Service Areas: Employee Training, CRM/MRM, Consulting

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RPC CPAs + Consultants

Kevin J. Koval, CPA, CFP, ABV
Senior Manager
505-883-2727

http://www.rpcllp.com

Service Areas: Audit/CPA, Consulting, Mergers

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RSM US LLP

44 Montgomery St. Suite 3900 | San Francisco, CA 94104

Tasha Kostick
Partner
415-848-5351

Phone: 8002743978 | Fax: 4158485353
http://rsmus.com

Service Areas: Audit/CPA, Compliance, Consulting

RSM is the fifth largest U.S. provider of assurance, tax, and consulting services, with 10,000 professionals and associates in nearly 90 offices to serve your business needs. With more than 85 years of experience serving over 1,200 financial institutions across the country, we develop solutions for today’s challenging economic environment. From accounting and tax to specialized consulting services, our industry specialists serve a wide variety of financial institutions.

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Sam Gott, Certified Financial Planner

3838 Medical Drive Suite 103 | San Antonio, TX 78229

Sam Gott
Owner

www.samgottcertifiedfinancialplanner.com

Service Areas: Consulting

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Shaw Systems Associates, Inc.

808 Moorefield Park Dr. Suite 210 | Richmond, VA 23236

Mike Moore
Senior Account Executive
804-272-3800

http://www.shawsystems.com

Service Areas: Auto, Auto Leasing, Business Lending, Collections, Consulting

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SmartStep Solutions

1310 RR 620 South, Suite B-199 | Lakeway, TX 78734

Michael Brascom
CEO
(830) 798-2261

Phone: 8666876278 | Fax: 8668096502
http://www.smartstepsolutions.com

Service Areas: Compliance, Consulting, Performance Benchmarking

SmartStep Solutions is a trusted provider of Courtesy Overdraft Privilege programs nationwide. Whether the Credit Union needs to start a new program or improve upon an existing one, SmartStep has a plan to increase financial performance, expand member participation, all with 100% Compliance Guarantee.

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Solutions in Finance, Inc

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

Martha Willson
Director of Client Services
530-887-1550

http://www.solutionsinfinance.com

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
630-344-9030

Phone: 630-344-9030
http://stmeyerandhubbard.com

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

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Standard Analytical Service, Inc.

5960 Howdershell Rd., #101 | Saint Louis, MO 63042

Phone: 310-451-5767

Service Areas: Consulting

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Strategic Contact, Inc.

9510 SW 151st Avenue | Beaverton, OR 97007

Lori Bocklund
President
503-579-8560

Phone: 5035798560
http://www.strategiccontact.com

Service Areas: Call Centers, Member Services, Consulting

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Strategic Solutions

12015 July Ave N | Hugo, MN 55038

Jeanne Murphy
Founder & Growth Strategist
612-616-6861

http://www.strategicsolutions.org

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

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Summers Carroll Whisler CPAs

330 East Main St | Muncie, IN 47305

Michael G Whisler
Partner
765-289-7951

Phone: 7652897951 | Fax: 7657470718
http://www.scsew.com

Service Areas: Audit/CPA, Compliance, Consulting

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The Bendel Group

298 Drinker Street | Bloomsburg, PA 17815

W.R. Max Bendel
Owner
570-317-2762

Phone: 570-317-2762
http://www.CULinks.com

Service Areas: Advertising, Branding, Direct Marketing, eMarketing, Consulting

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The Knowlton Group, LLC

Brewster Knowlton
Owner & Principal Consultant
860-593-7842

http://www.knowlton-group.com

Service Areas: CRM/MRM, Data Processing, IT Outsourcing, Technology Consulting, Consulting

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The Paragon Group

720 Lilly Rd. Se Suite 103 | Olympia, WA 98501

Patricia Graves
Vice President/COO
(360) 515-5603

Phone: 3609234415
www.theparagongroup.com

Service Areas: HR, Consulting

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The Strawhecker Group

11605 Miracle Hills Dr | Omaha, NE 68154

Phone: 402-964-2617
http://www.thestrawgroup.com

Service Areas: Market Research, Consulting, Mergers

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Trellance

3031 N. Rocky Point Drive W. - Suite 750 | Tampa, FL 33607

Wendy Nolan
SVP, Sales & Business Development
6082492270

Phone: 8888302728
https://www.trellance.com/

Service Areas: Card Portfolio Management, Consulting

Trellance is a CUSO w ith a vibrant commitment to providing guidance and solutions to help credit unions thrive. The future of payments offers exciting opportunities to benefit you and your members, and Trellance is focused on offering innovative ideas, programs and services to help you grow and compete. Our portfolio of managed services offers a range of options for credit unions, from credit and debit portfolio consulting to customized programs to drive growth. Our Optimize TM managed services offers both programmatic and customized marketing campaigns to help you engage your members, managed entirely by Trellance from development to implementation on your behalf. From acquisition and activation programs, to letter and statement checks, to balance transfer promotions and more, the Optimize TM portfolio offers a variety of proven growth solutions to help credit unions use meaningful data to advance their business growth in an impactful way. At Trellance, we’re aligned with the needs of credit unions to navigate today’s complex and competitive payments landscape with proven solutions. Learn more at www.Trellance.com .

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Triscend NP

1100 PARKER SQUARE | FLOWER MOUN, TX 75028

Alexandria Staron
VP of Business Development
972-318-1110

Phone: 9723181110 | Fax: 9723181114
http://www.triscendnp.com

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

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Turner, Warren, Hwang & Conrad

100 North First Street | Burbank, CA 91502

Kian Moshirzadeh
Partner
818-954-9700

Phone: 8189549700 | Fax: 8189558416
http://www.twhc.com

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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Verdafero Inc

5522 Fulton Street | San Francisco, CA 94121

Phone: 408-512-1159
http://www.verdafero.com

Service Areas: Calculators, Technology Consulting, Virtualization/Cloud Services, Consulting, Performance Benchmarking

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Watkins Consulting Inc

Phone: 2028610020
http://www.watkinsconsulting.com

Service Areas: Operations, Compliance, Consulting

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Wilary Winn LLC

55 East 5th Street | Saint Paul, MN 55101

Phone: 651-224-1200
http://www.wilwinn.com

Service Areas: Asset/Liability Management (ALM), Consulting, Mergers

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