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Buyer's Guide

Contract/Vendor Management

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Platinum Suppliers

Cornerstone Advisors, Inc. CU Engage ICI Consulting, Inc.

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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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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Carroll & Associates LLP

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

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Continuity

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)

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Cornerstone Advisors, Inc.

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

Scott Sommer
President/CEO
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. 

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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/consulting

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

Company Description:

CU Engage is redefining what it means to be consultants.

con· sult· ants | kənˈsəltnts: 

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:

  • Credit Card and Debit Card Processing
  • PIN Network
  • VISA and MasterCard
  • Online Banking, Mobile Banking and Bill Pay
  • Loyalty and Rewards Services
  • Technology

Ask to speak to one of our references today, call 727-698-9973 or visit us online at: https://www.cuengage.com/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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CUVM - Credit Union Vendor Management

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

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Harvest Strategy Group, Inc.

1580 Lincoln Street, Suite 600 | Denver, CO 80203

Phone: 416-669-5490
http://www.harveststrategygroup.com

Service Areas: Credit Card Servicing, Contract/Vendor Management

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Hyland Software, Inc.

28500 Clemens Rd | Westlake, OH 44145

Michelle Harbinak Shapiro
Marketing Manager
440-788-5000

Phone: 440-788-5000 | Fax: 440-788-5100
http://onbase.com

Service Areas: Check 21, Mortgage Processing, Document Imaging, Compliance, Contract/Vendor Management

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ICI Consulting, Inc.

6033 Hector Road | McLean, VA 22101

Greg Schratwieser
President / CEO
800-729-8237

Phone: 7039151620
http://www.ici-consulting.com

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

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

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Karns Profit Improvement

Phone: 9188151200
http://profitimprovement.com

Service Areas: Consulting, Contract/Vendor Management

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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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Samaha & Associates, Inc.

6538 Collins Ave., Unit 235 | Miami Beach, FL 33141

Sabeh F. Samaha
President/CEO
855-772-6242

Phone: 8557726242
http://www.ssamaha.com

Service Areas: Technology Consulting, Contract/Vendor Management, Mergers

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Strohl Risk Solutions

Eric Strohl
President & CEO
610-265-1002

http://www.erm365.com

Service Areas: Business Continuity, IT Outsourcing, Technology Consulting, Contract/Vendor Management, Enterprise Risk Management (ERM)

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Technadigm

10498 Doral Dr | Cedar Hills, UT 84062

Robert Lindsay
Chief Operating Officer
801-803-8143

Phone: 801-803-8143
http://www.technadigm.com

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

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TrUnion Appraisal Services

28 E. Rahn Road, Suite #200 | Dayton, OH 45429

Ron Stickelman
Chairman
866-787-5111

Phone: 9373183340 | Fax: 8667875112
http://www.trunion.net

Service Areas: Mortgages, Compliance, Contract/Vendor Management

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Venminder, Inc

1201 Grand Avenue, Suite 5 | Billings, MT 59102

Dana Bowers
CEO/Founder & Board Member
270-304-3550

Phone: 2705065140 | Fax: 4063259738
https://www.venminder.com/

Service Areas: Technology Consulting, Compliance, Contract/Vendor Management

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Ventelligence

3773 Commonwealth Blvd. | Tallahassee, FL 32303

Lori Vary
Director, ePurchasing

Fax: 8505581155
http://www.ventelligence.com

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

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Verian

1245 Rosemont Dr. | Fort Mill, SC 29707

Dipa
Mehta
704-602-3372

Phone: 704-547-7301
http://www.verian.com

Service Areas: Virtualization/Cloud Services, Contract/Vendor Management, Performance Benchmarking

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