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Buyer's Guide

Contract/Vendor Management

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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

750 B Street Suite 3300 | San Diego, CA 92101

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 Rd. 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.

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CU Engage

450 Carillon Pkwy. Ste. 130 | Saint Petersburg, FL 33701

Jennifer Addabbo
Co-Founder and CEO
727-698-9973

Phone: (727) 698-9973
http://www.cuengage.com/consulting

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

The team at CU Engage is a blend of consultants, educators, matchmakers, integrators and advocates. The only credit union consultancy recognized by INC, we are laser-focused on guiding our credit union clients through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. CU Engage has completed over 410 credit union projects and negotiated over 2 Billion in savings and incentives for our clients and our projects are as unique as the clients we serve. Let’s Engage! www.cuengage.com

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CUCollaborate

80 M Street SE, c/o WeWork | Washington, DC 20003

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.

739 Pinta Dr. | St. Petersburg, FL 33715

Greg Schratwieser
President / CEO
800-729-8237

Phone: (800) 729-8237
https://www.ici-consulting.com

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

Since 1994, ICI Consulting has advised over 560 financial institutions 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, Contract Negotiations and Project Managing Conversions

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JMFA

1415 N Loop W Suite #500 | Houston, TX 77008

Stefani Soza
Marketing Director
800-809-2307

Phone: 713-490-6995
http://jmfa.com

Service Areas: Compliance, Consulting, Contract/Vendor Management

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Karns Profit Improvement

Box 35 | Edmond, OK 73083

Phone: 9188151200
http://profitimprovement.com

Service Areas: Consulting, Contract/Vendor Management

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Maple Street, Inc.

260 Wekiva Springs RoadSuite 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.

650 West Ave., Unit 3011 | 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

1006 W. 9th Ave | King of Prussia, PA 19406

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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