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Buyer's Guide
Strategic Planning
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6303 Owensmouth Avenue, 10th floor | Woodland Hills, CA 91367
Stan Abrams President
Phone: 8189362625
Service Areas: Strategic Planning
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
4020 N. MacArthur Blvd. #122-331 | Irving, NV 75038
Jim Aho President
http://www.ahoconsulting.com
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
7026 Morning Star Ct NE | Albuquerque, NM 87111
Kathy Darwin Owner 505-480-7304
Service Areas: Board Education, Employee Training, Consulting, Performance Benchmarking, Strategic Planning
8222 S. 48th St. Ste. 275 | Phoenix, AZ 85044
Amanda Hohimer Vice President 602-840-0606
Phone: (800) 238-7475 http://www.cmyers.com
Service Areas: Asset/Liability Management (ALM), Consulting, Strategic Planning
C. myers helps financial institution decision-makers uncover opportunities and continuously optimize their business models. Their depth and range of experience in linking strategy, talent, desired financial performance, and successful execution enables them to work with their clients as strategic collaborators. They have the experience of working with over 600 financial institutions, including 200+ of those over $1 billion in assets. C. myers helps financial institutions think to differentiate and drive better decisions through Strategic Planning and Business Model Optimization, Strategic Solutions and Implementation, Strategic Leadership Development, Real-Time ALM and Financial Planning, Education, and Thought Leadership
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
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.
1331 H Street | Washington, DC 20005
Phone: 2023377870 http://www.capitalperform.com
Service Areas: Board Education, Consulting, Strategic Planning
P.O. Box 5665 | Kent, WA 98064
Glenn Christensen CEO Advisory Group
Phone: 2062195395 http://www.ceoadvisory.com
606 Federal Street | Milton, DE 19968
Michael Hudson Founder & Principal 302-684-8727
Phone: 866-532-3968 http://www.CreditUnionStrategy.com
First Security Center521 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
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
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
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
PO Box 1053 | Portland, ME 04104
Alan Theriault President
Phone: 800-649-2741 | Fax: 202-478-0935 http://www.cufinancial.com
PO Box 82 | Euless, TX 76039
Brett Christensen Lending Trainer/Consultant
http://culendingadvice.com/
Service Areas: Business Lending, Lending, Strategic Planning
500 Main Street | New Brighton, MN 55112
Donald R. Anderson CEO
Phone: 6517879555 | Fax: 6517879577 http://www.cucompanies.com
Service Areas: Employee Incentive Programs, Mortgages, Strategic Planning
P.O. Box 150 | Middleburg, VA 20117
D. Michael Riley President
354 Pacific St # 110 | San Luis Obispo, CA 93401
Dave Dawson President 805-545-5460
Phone: 805-545-5460 http://www.dbmkt.com
Service Areas: Advertising, Market Research, Strategic Planning
8616 South Meadow Creek Drive | Highlands Ranch, CO 80126
Tom Davis CEO
Phone: 3037915141 | Fax: 3037915102 http://www.daviscompany.net
Service Areas: HR, Strategic Planning
1550 Kemper Meadow Dr. | Cincinnati, OH 45240
Richard Grow President & CEO
Phone: 5138255800 | Fax: 5138251947 http://www.dei-corp.com
Service Areas: Facility Design & Build, Strategic Planning
194 Narrows Dr. Ste. 104 | Birmingham, AL 35242
Dennis Dollar Partner 205-991-1525
Phone: (205) 991-1525 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, 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.
6901 Jericho Turnpike, Suite 215 | Syosset, NY 11791
Carlos F Rodriguez COO 305-726-6135
Phone: 5165285057 http://edgeconsultancyllc.com/
Service Areas: Consulting, Enterprise Risk Management (ERM), Strategic Planning
1001 Connecticut Avenue, NW Suite 840 | Washington, DC 20036-5531
Peter Williams Principal 202-467-6862
Phone: 2024676862 http://www.feldmanfinancial.com
1010 E. Washington St. Ste. 306 | Madison, WI 53703
Maureen McCrone Membership Manager 6086613740
Phone: (608) 661-3740 http://filene.org/
Service Areas: Consulting, Credit Union Research, Strategic Planning
Filene Research Institute strengthens organizations through innovative research and incubation to improve consumer financial well-being. As an independent cooperative finance think tank, Filene's membership network connects a community of leaders and bright minds to change lives through innovation, truth and cooperation. In addition to delivering cutting-edge, actionable academic research, Filene also provides incubators to test and scale solutions, events to spark organizations into action and advisory services to help accelerate and implement innovation. For more information, visit filene.org and @fileneresearch.
2301 Sugar Bush Rd., Ste. 520 | Raleigh, NC 27612
Henry Carrison Vice President 336-451-5949
Phone: 3364515949 | Fax: 3364515949 http://www.foundrycommercial.com
Service Areas: Branch Planning, REO Property Management, Strategic Planning
5602 Harvest Grove Ln | Wilmington, NC 28409
Thomas Glatt Strategy Consultant
Phone: 888-217-5988 | Fax: 888-217-5988 http://www.glattconsulting.com
400 E. Randolph Suite 700 | Chicago, IL 60601
David Howorth SVP, Sales & Marketing
http://www.grfiltd.com
4320 E. Presidio Street #B-101 | Mesa, AZ 85215
Larry Mead Vice President
Phone: 8669864414 | Fax: 4803576326 http://www.guidonps.com
2350 N UNiversity Drive #840108 | Pembroke Pines, FL 33084
Rani Guptar CEO 954-655-9127
Phone: 9546559127
Service Areas: Operations, Consulting, Strategic Planning
350 Honeysuckle Dr | Havana, FL 32333
Anita Stoumbelis Senior Vice President, Human Resources
Phone: 866-834-4479 | Fax: 1-850-576-5368 http://www.hrx.net
Service Areas: HR, Recruitment, Strategic Planning
2855 E. Guasti Rd. Ste. 202 | Ontario, CA 91761
Jill Nowacki President/CEO 800-394-1918
Phone: (800) 394-1918 https://humanidei.com/
Service Areas: Executive Recruitment, Consulting, Strategic Planning
Humanidei + O'Rourke have come together to form the single greatest asset for credit unions in the war for talent. We work with credit unions to develop human capital strategies that grow your business, attracting, developing, and retaining top talent that make credit unions top choices for employees and volunteers in today's world.
131 Snoshone Ct | Danville, CA 94526
Corinne Huttlinger President
Phone: 925-735-7319 | Fax: 925-735-7842
2501 Seaport Drive, Ste SH400 | Chester, PA 19013
Michael Cebrick Manager, Corporate Sales 302-366-1055
https://icona.com
Service Areas: Employee Training, Business Continuity, Strategic Planning
P.O. Box 1429 | Southgate, MI 48195
Jessica Richardson Partner
Phone: 8772242429 http://www.in-fusiongroup.com
Service Areas: HR, Marketing, Strategic Planning
1010 Sir Barton Court | Naperville, IL 60540
John Redding President
http://www.creditunionplanning.com
1736 South 320 West | Orem, UT 84058
Dick Wilson Executive Vice President
Phone: 800-238-6844 | Fax: 801-607-1554
8012 Bee Cave Rd | Austin, TX 78746
Thomas Scanland VP of Strategic Accounts 512-423-2525
Phone: 512-423-2525 http://www.khorus.com
Service Areas: Technology Consulting, Performance Benchmarking, Strategic Planning
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
15332 Antioch Street, PMB #335 | Pacific Palisades, CA 90272
Phone: 3102303150 http://kollnergroup.com/
180 W. Campbell St. | Arlington, IL 60005
Bill Hultstrand Vice President, Business Development 2242866061
Phone: (877) 915-7675 http://www.rexcuadvice.com
Service Areas: Employee Training, 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 50,000 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
2860 West 4700 South, Suite D | Salt Lake City, UT 84129
Cynthia Walker CEO 800-268-7795
Phone: 8019638464 | Fax: 8019638470 http://www.markhsmith.com/
109 L Millstone Drive | Hilllsborough, NC 27278
Tim O'Rourke CEO
http://matthewsyoung.com
1940 Paris Ave | Plano, TX 75025
Brian Turner President, Chief Economist 972-740-9531
Phone: 972-740-9531 http://www.Meridian-ally.com
Service Areas: Asset/Liability Management (ALM), Enterprise Risk Management (ERM), Strategic Planning
P.O. Box 60949 | Boulder City, NV 89006
Susan Mitchell CEO 855-362-2002
Phone: (855) 362-2002 | Fax: 8553622002 http://www.mitchellstankovic.com
Service Areas: Board Education, Executive Recruitment, Strategic Planning
Mitchell, Stankovic & Associates (MSA) mission is to stand up for issues that will make a difference to a diverse world of people, the bottom line for credit unions and change member lives globally. Clients glow when asked about MSA because they know what a partnership truly means – working together to achieve financial democracy. MSA believes that credit unions have a social purpose, and its advisory services emphasize doing the right thing as good business, garnering sustainable growth and relevance within the market. From CEO Leadership Transitions to Strategic Planning and Director Advisory Services to Modernizing Board Governance, MSA consulting practice has 25 year clients who have become champions to encourage new clients from all over the world. Serial entrepreneurs, MSA consultants have founded industry initiatives like the Underground Movement, Global Women’s Leadership Network, CU Pride, HRD Network and they volunteer on governing bodies of Worldwide Foundation and Credit Union DEI Collective.
1520 4th Ave. Ste. 300 | Seattle, WA 98101
Mark Alguard, LEED AP BD+C Senior Director of Strategic Services 206-787-8095
Phone: 2067878095 | Fax: 2062671901 http://www.momentumbuilds.com/
Service Areas: Branch Planning, Facility Design & Build, Strategic Planning
7407 Honeywell LN | Bethesda, VA 20814
David Faulkner Managing Director 240-271-3502
Phone: 2402713502 http://nextbranchstrategies.com
Service Areas: Branch Planning, Branching, Strategic Planning
P.O. Box 499 11394 Country 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
129 East Carlson | Cheyenne, WY 82009
Phone: 3076380386 http://www.penceandmac.com
Service Areas: Legal Services, Mergers, Strategic Planning
501 N. El Camino Real Suite 200 | San Clemente, CA 92672
Laura Pephens Managing Principal
http://www.pephensco.com
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
701 East 22nd Street Suite 400 | Lombard, IL 60148-5095
Dan McGowan Marketing Director
Phone: 800-827-3500 | Fax: 630-792-8700 http://www.raddon.com
Service Areas: CRM/MRM, Credit Union Research, Strategic Planning
12811 SE 243rd St | Kent, WA 98031
Glenn Christensen President/CEO
Phone: 253.638.9486 | Fax: 253.239.1415 http://www.reflectionpoint.com
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
4203 Kimbrelee Ct. | Alexandria, VA 22309
Stephen Breed CEO (202) 497-2982
Phone: (202) 497-2982 http://www.rockcreekmanagement.com/
Rock Creek Management Advisors provides consulting services to credit unions in areas including but not limited to strategic planning, corporate culture, cultural alignment, digital optimization, performance metrics, loan growth, deposit growth, process reengineering, organizational structure, balanced scorecard implementation, matrix structures, business development, branch optimization, SEG development, credit card programs, mortgage lending, consumer lending, operational efficiency, engaged service models, and competitive differentiation. All such services are aimed at increasing both effectiveness and efficiency to achieve a WIN-WIN scenario for the credit union and its members.
10780 Santa Monica Blvd, Ste 370 | Los Angeles, CA 90025
Daniel Havey Financial Services Practice Director 919-628-6275
http://www.solverglobal.com
Service Areas: Asset/Liability Management (ALM), Performance Benchmarking, Strategic Planning
5100 Poplar Ave. Ste. 2500 | Memphis, TN 38137
Benjamin Mrva EVP, Business Development 9016810204
Phone: (901) 681-0204 http://www.srmcorp.com/
Service Areas: Card Portfolio Management, Technology Consulting, Strategic Planning
Strategic Resource Management (SRM) has been chosen by more than 1,050 financial institutions to advise in payments, digital banking, core processing, and operational efficiencies ; unlocking billions in value for our clients along the way. How may we help you?
14614 Falling Creek Drive Suite 110 | Houston, TX 77068
Marc Paine Executive Vice President
Phone: 2814401440 http://www.strunklp.com
Service Areas: Checks, Compliance, Strategic Planning
Marc Mikkelson President
Phone: 4357706453 https://www.tacticscu.com
Service Areas: Marketing, Website Design, Strategic Planning
2300 Clarendon Blvd Ste 601 | Arlington, VA 22201
Judy Sandberg Director
www.877tagline.com
2665 North Indian Ridge Drive | Tucson, AZ 85715
TIM HARRINGTON President
Phone: 800.788.9542 | Fax: 520.290.8378 http://www.forteamresources.com
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
8575 W. 110th Street, Suite 220 | Overland Park, KS 66210
Tony Ferris Partner
Phone: 913-890-8001 http://www.rochdalegroup.com
Service Areas: Lending, Compliance, Enterprise Risk Management (ERM), Strategic Planning
400 Leap Road #473 | Hilliard, OH 43026
Amanda Thomas Founder & President 833-896-7267
Phone: 833-896-7267 https://twoscore.com/
Service Areas: Advertising, Marketing, Strategic Planning