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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
1400 Abbott RoadSuite 105 | East Lansing, MI 48823-1900
Bridget C. Balesky Vice President (517) 332-7700
Phone: 8003328188 http://www.brickinc.com
Service Areas: Board Education, Asset/Liability Management (ALM), Strategic Planning
B&A provides over 600 Credit Unions with ALM and Budgeting solutions and Consulting. Second Opinion ALM Analyses are performed as well. ALM analyses include instrument-level modeling of imported loans, shares and certs. Investment imports with many bond accounting providers. ALM Outsourcing Reports or the in-house CU/ALM-ware System include the NCUA’s NEV Supervisory Test, 5-year Income Simulation, NEV, Non-Maturity Share Valuation, Contingency Funding Stress Tests, What-Ifs, Historical Key Ratios. CU/BUDGET-ware can produce Strategic Plans out to 5 years. Annual Strategic Conferences, Board/ALCO Education, Papers, backtesting for validations, consulting, Model Policies: ALM, Investments, Liquidity, Concentration Risk and Contingency Funding Plan. Investment Advisory Services by Brick Capital Management.
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: 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.
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 Parkway Suite 130 | Saint Petersburg, FL 33716
James Guild Co-Founder/Managing Partner 727-698-9973
Phone: 7276989973 http://cuengage.com/consulting
Company Description:
CU Engage is redefining what it means to be consultants.
con· sult· ants | kÉ™nˈsÉ™ltnts:
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:
Ask to speak to one of our references today, call 727-698-9973 or visit us online at: https://www.cuengage.com/consulting/
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
535 Dock Street, Suite 209 | Tacoma, WA 98402
Mike Beall Chief Strategic & Advocacy Officer (253) 200-0418
Phone: 2532000418 http://www.creditunionstrategicplanning.com
Service Areas: Executive Recruitment, Direct Marketing, eMarketing, Market Research, Consulting
CU Strategic Planning works with credit unions that embrace their cooperative roots. We like to think of ourselves as a full-service strategy lab, helping credit unions realize their full potential, often by embracing a community development-oriented business model. Our services often start with strategic planning, can include research, development, and grant writing and run the gambit through the implementation of projects designed to expand services to members.
P.O. Box 150 | Middleburg, VA 20118-0150
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 Drive, Suite 104 | 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.
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 Street Suite 306 | Madison, WI 53703
Maureen McCrone Membership Manager 6086613740
Phone: 6086613740 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 Road, Suite 202 | Ontario, CA 91761
Jill Nowacki President/CEO 800-394-1918
Phone: 8003941918 | Fax: 6505898749 http://www.orourkeconsult.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
223 N. Ellsworth | Naperville, IL 60540
John Redding President
Phone: 630-416-7971 | Fax: 630-416-7986 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/
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.
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
PO Box 60949 | Boulder City, NV 89006
Brandi Stankovic Managing Partner 855-362-2002
Phone: 8553622002 | Fax: 8553622002 http://www.mitchellstankovic.com
Mitchell Stankovic and Associates (MSA) is a strategic consulting firm specializing in the credit union industry to increase consumer impact, market relevance and modernize business practices from board governance to CEO and leadership transitions. We are trusted advisors, industry thought leaders and believe that making a difference is our highest priority demonstrated by our long term relationships and stellar reputation. The Underground Collision initiative is a brainchild of MSA. The Underground has a simple goal: Create an intimate environment for authentic dialogue believing that the energy of focused debate will echo beyond the moment and become a catalyst for change. MSA partners volunteer their time, giving back to the industry in the spirit of people, who help people.
1520 4th Ave. Ste. 300 | Seattle, WA 98014
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
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 AVENUE SUITE 2500 | Memphis, TN 38137
Benjamin Mrva EVP, Business Development 9016810204
Phone: 9016810204 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