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Buyer's Guide

Strategic Planning

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Platinum Suppliers

Brick & Associates, Inc. C. Myers Corporation Callahan  & Associates, Inc. CU Engage CU Strategic Planning Dollar Associates, LLC Lending Solutions Consulting, Inc Mitchell, Stankovic & Associates O'Rourke & Associates

ABRAMS & ASSOCIATES CONSULTING, INC

Stan Abrams
President

Phone: 8189362625

Service Areas: Strategic Planning

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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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Aho Consulting Group

4020 N. MacArthur Blvd. #122-331 | Irving, TX 75038

Jim Aho
President

http://www.ahoconsulting.com

Service Areas: Strategic Planning

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Brick & Associates, Inc.

1400 Abbott Road Suite 105 | East Lansing, MI 48823

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.

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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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CafeGive

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

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Callahan & Associates, Inc.

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.

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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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CEO Advisory Group LLC

Glenn Christensen
CEO Advisory Group

Phone: 2062195395
http://www.ceoadvisory.com

Service Areas: Strategic Planning

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CreditUnionStrategy.com

606 Federal Street | Milton, DE 19968

Michael Hudson
Founder & Principal
302-684-8727

Phone: 866-532-3968
http://www.CreditUnionStrategy.com

Service Areas: Strategic Planning

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Crews & Associates Inc

First Security Center 521 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

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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 Financial Services

PO Box 1053 | Portland, ME 04104

Alan Theriault
President

Phone: 800-649-2741 | Fax: 202-478-0935
http://www.cufinancial.com

Service Areas: Strategic Planning

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CU Lending Advice, LLC

Brett Christensen
Lending Trainer/Consultant

http://culendingadvice.com/

Service Areas: Business Lending, Lending, Strategic Planning

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CU Realty

500 Main Street Suite 110 | New Brighton, MN 55112

Donald R. Anderson
CEO

Phone: 6517879555 | Fax: 6517879577
http://www.cucompanies.com

Service Areas: Employee Incentive Programs, Mortgages, Strategic Planning

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CU Strategic Planning

4534 S Park Ave | Tacoma, WA 98418

Mike Beall
Chief Strategic & Advocacy Officer
(253) 200-0418

Phone: 2532000418
http://www.creditunionstrategicplanning.com

Service Areas: Direct Marketing, eMarketing, Market Research, Strategic Planning

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. 

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D. Michael Riley & Associates

20731 St. Louis Rd | Middleburg, VA 20117

D. Michael Riley
President

Service Areas: Strategic Planning

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Data Based Marketing

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

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Davis & Company

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

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DEI Incorporated

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

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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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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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Foundry Commercial

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

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Glatt Consulting Group, Inc.

5602 Harvest Grove Ln | Wilmington, NC 28409

Thomas Glatt
Strategy Consultant

Phone: 888-217-5988 | Fax: 888-217-5988
http://www.glattconsulting.com

Service Areas: Credit Union Research, Performance Benchmarking, Strategic Planning

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GRFI Ltd./ The Frerichs Group

400 E. Randolph Suite 700 | Chicago, IL 60601

David Howorth
SVP, Sales & Marketing

http://www.grfiltd.com

Service Areas: Strategic Planning

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Guidon Performance Solutions

4320 E. Presidio Street #B-101 | Mesa, AZ 85215

Larry Mead
Vice President

Phone: 8669864414 | Fax: 4803576326
http://www.guidonps.com

Service Areas: Strategic Planning

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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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HRx

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

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Huttlinger Group, Inc.

131 Snoshone Ct | Danville, CA 94526

Corinne Huttlinger
President

Phone: 925-735-7319 | Fax: 925-735-7842

Service Areas: Strategic Planning

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ICONA

2501 Seaport Drive, Ste SH400 | Chester, PA 19013

Michael Cebrick
Manager, Corporate Sales
302-366-1055

Phone: 610-497-9700 | Fax: 610-497-9100
https://icona.com

Service Areas: Employee Training, Business Continuity, Strategic Planning

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inFUSION Group

Jessica Richardson
Partner

Phone: 8772242429
http://www.in-fusiongroup.com

Service Areas: HR, Marketing, Strategic Planning

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Institute for Strategic Learning, LLC

223 N. Ellsworth | Naperville, IL 60540

John Redding
President

Phone: 630-416-7971 | Fax: 630-416-7986
http://www.creditunionplanning.com

Service Areas: Credit Union Research, Performance Benchmarking, Strategic Planning

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Integrity Consultants Division of NITC, Inc.

1736 South 320 West | Orem, UT 84058

Dick Wilson
Executive Vice President

Phone: 800-238-6844 | Fax: 801-607-1554

Service Areas: Strategic Planning

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Khorus

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

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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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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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Matthews, Young -- Management Consulting

109 L Millstone Drive | Hilllsborough, NC 27278

Tim O'Rourke
CEO

http://matthewsyoung.com

Service Areas: Strategic Planning

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Meridian Economics LLC

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

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Mitchell, Stankovic & Associates

Brandi Stankovic
Managing Partner
855-362-2002

Phone: 8553622002 | Fax: 8553622002
http://www.mitchellstankovic.com

Service Areas: HR, Strategic Planning

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.

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Momentum

600 University St, Ste.1818 | 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

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Next Branch Strategies

David Faulkner
Managing Director
240-271-3502

Phone: 2402713502
http://nextbranchstrategies.com

Service Areas: Branch Planning, Branching, Strategic Planning

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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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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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Pence and MacMillan LLC

Phone: 3076380386
http://www.penceandmac.com

Service Areas: Legal Services, Mergers, Strategic Planning

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Pephens & Co., Inc.

501 N. El Camino Real Suite 200 | San Clemente, CA 92672

Laura Pephens
Managing Principal

http://www.pephensco.com

Service Areas: Strategic Planning

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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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Raddon Financial Group

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

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Reflection Point Research, LLC

12811 SE 243rd St | Kent, WA 98031

Glenn Christensen
President/CEO

Phone: 253.638.9486 | Fax: 253.239.1415
http://www.reflectionpoint.com

Service Areas: Strategic Planning

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Repo Remarketing Inc.

7525 Auburn Boulevard Sutie 1G | Citrus Heights, CA 95621

Lance Gartner
President
916-725-2708

http://www.reporemarketing.com

Service Areas: Auto, Auto Recovery, Auto Remarketing, Strategic Planning

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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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Solver, Inc.

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

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Strunk & Associates, L.P.

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

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Tactics Consulting

P.O. Box 17664 | Salt Lake City, UT 84117

Marc Mikkelson
President

Phone: 4357706453
https://www.tacticscu.com

Service Areas: Marketing, Website Design, Strategic Planning

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TAG

2300 Clarendon Blvd Ste 601 | Arlington, VA 22201

Judy Sandberg
Director

www.877tagline.com

Service Areas: Strategic Planning

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TEAM Resources

2665 North Indian Ridge Drive | Tucson, AZ 85715

TIM HARRINGTON
President

Phone: 800.788.9542 | Fax: 520.290.8378
http://www.forteamresources.com

Service Areas: Strategic Planning

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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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The Rochdale Group, Inc.

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

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TwoScore

400 Leap Road #473 | Hilliard, OH 43026

Amanda Thomas McMeans
Founder & President
614-525-9761

Phone: 614-525-9761
http://www.twoscore.biz

Service Areas: Advertising, Marketing, Strategic Planning

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