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HR & Training
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14690 E. Kenyon Ave | Aurora, CO 80014
Joe Smith President 800-695-7599
Phone: 800-695-7599 | Fax: 800-975-6544 http://www.addstaffing.com
Service Areas: Executive Recruitment, HR, Recruitment, Associations
2911 Turtle Creek Blvd., Ste. 500 | Dallas, TX 75219
Mike Ensweiler Director of Business Development
Phone: 800-752-4628 | Fax: 214-987-1052 http://www.almfirst.com
Service Areas: Board Education, Employee Training, Asset/Liability Management (ALM), Consulting, Institutional Investments
4588 Kettering Drive | Roswell, GA 30075
Tonya McKinnon Dir Product Services
Phone: 770 642 9191 | Fax: 770 642 1580 http://www.amebenefits.com
Service Areas: Employee Incentive Programs
1615 St. Mary's Road Suite 100 | Winnipeg, MB R2M3W8
Ray Bauschke Managing Partner
Phone: 800-665-7776 | Fax: 888-441-6777 http://www.bauschke.com
Service Areas: HR
4600 Park Road, Suite 200 | Charlotte, NC 28209
Liz Santos VP of Marketing and Business Development
Phone: 7043322265 | Fax: 7049980001 http://www.BFBbenefit.com
Service Areas: Executive Benefits & Compensation, Executive Recruitment, Asset/Liability Management (ALM), Institutional Insurance, Institutional Investments
171 Sully's Trail Suite 201 | Pittsford, NY 14534
Jeff Paille, CPA Partner 585-249-2889
Phone: 585-249-2889 | Fax: 585-381-3131 http://www.bonadio.com/spotlights/credit-unions/
Service Areas: Board Education, Business Continuity, Audit/CPA, Compliance, Consulting
Rick Vander Kam Coordinating Instructor 949-291-7743
https://www.brandman.edu/
Service Areas: Employee Training
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.
Regional Office 4101 Ravenswood Rd. #402 | Ft. Lauderdale, FL 33312
Jack Roberts National Accounts 800-321-9235
Phone: 3217272594 | Fax: 8664024989 http://roberts.espwebsite.com
Service Areas: Employee Incentive Programs, Branding, Promotions/Incentives
1162 Oliver Rd. #8 | Monroe, LA 71201
Richard Guillot President/CEO 318-387-1132
Phone: 3183871132 | Fax: 3183872221 http://bafsllc.com/
Service Areas: Employee Training, Business Lending, Technology
BAFS is a full-service CUSO that offers a daily, interactive and cost effective approach to establishing and maintaining a Commercial Loan Program utilizing both people and technology. Our intimate approach creates a working relationship that feels like you have your own in-house Commercial Loan Underwriting, Credit Administration, Loan Review, and Training departments; while our BLAST portal provides a state of the art Software as a Service platform to deliver exceptional products and services to the credit union's staff and members.
Kathy Darwin Owner 505-480-7304
Service Areas: Board Education, Employee Training, Consulting, Performance Benchmarking, Strategic Planning
14241 Midlothian Tpke., #502 | Midlothian, VA 23113
James Collins CEO 800-213-1983
Phone: 800-213-1983 http://www.capitalintegrated.com
Service Areas: Employee Benefits & Compensation, Member Financial Planning, Member Retirement Planning
1331 H St NW #801 | Washington, DC 20005
Phone: 2023377870 http://www.capitalperform.com
Service Areas: Board Education, Consulting, Strategic Planning
7400 Gaylord Parkway | Frisco, TX 75034
Mark Roberts Manager of National Accounts 800-441-0380
Phone: 800-441-0380 | Fax: 877-335-7811 http://www.careington.com
Service Areas: Executive Benefits & Compensation, Member Insurance
Phone: 7208411413 http://carolynwarden.com
Service Areas: Board Education, Employee Training, Consulting
565 Telford Lane | Ramona, CA 92065, CA 92065
Rhonda Cooke President/CEO
Phone: 7604409884 http://www.cookeandres.com/
Service Areas: Board Education, Employee Benefits & Compensation, Employee Incentive Programs, Executive Recruitment, Consulting
8834 Capital Of Texas Hwy N | Austin, TX 78759
Bill Gibson VP of Sales and Marketing 512-236-9120
Phone: 512-236-9120 | Fax: 512-236-9121 http://www.coretrac.com
Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, eMarketing, CRM/MRM
131 Long Lane | Upper Darby, PA 19082
Diane Reynolds President
http://www.corporatetrainingshop.com
3301 Boxwood Court | Hoover, AL 35216
Lisa Townsend Cruise Specialist
http://www.educruises.com
Gary Lee Fischer Credit Union Sales and Marketing 801-703-1130
Phone: 8017031130 http://www.cuehp.com
Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, HR
4455 Lbj Freeway # 917 | Farmers Branch, TX 75244
Carmela McDermott AVP-CUER
http://www.curesources.coop/cuer.html
Service Areas: Recruitment
6671-H Santa Barbara Rd | Elkridge, MD 21075
Jennifer Simon VP of Sales & Account Management
Phone: 410-796-0908 | Fax: 410-964-9693 www.crisolutions.com
Service Areas: Employee Benefits & Compensation, Gap Insurance, Member Insurance, Online Account Opening, Online Loan Applications
Phone: 8016475234 http://www.cuhiring.com
Service Areas: HR, Recruitment, Technology
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
26263 Forest Blvd | Wyoming, MN 55092
Bryan Moffitt VP of Business Development 877-505-7352
Phone: 800-377-1798 | Fax: 651-462-7043 http://www.curecovery.com
Service Areas: Employee Training, Collections
CURecovery is a national company that provides collection solutions to credit unions. WHAT MAKES US DIFFERENT? We have collected over $220 million since 1990 – coordinated over 13,000 repossessions, and worked for over 2700 credit unions. THE BEST PART, our on-line capabilities, submit accounts, view your files and ability to pull reports. We know credit unions.
6801 Parkwood Blvd, Suite 300 | Plano, TX 75028
Bob Rehm Vice President, Sales (800) 442-5762
Phone: 8004425762 www.curesources.coop
Service Areas: Employee Training, Marketing, Print Materials, Audit/CPA, Consulting
274 Union Blvd, Ste. 320 | Lakewood, CO 80228
Daniel Burk SVP, Business and Product Development 720-945-7235
Phone: 720-945-7250 http://www.cusn.com/
Service Areas: HR, IT Outsourcing, Compliance
Sam Brownell President 202-617-9581
Phone: 2026179581 http://cucollaborate.com/
Service Areas: Board Education, Technology Consulting, Consulting, Contract/Vendor Management
5510 Research Park Drive | Madison, WI 53711
Erin Templer Director of Marketing
Phone: (608) 288-5320 http://www.cues.org
Service Areas: Board Education, Employee Training, Associations
CUES is an international membership association dedicated to the talent development of credit union CEOs, directors and future leaders. Our offerings - from our highly acclaimed institutes to an array of online services and progressive strategic solutions - are the premier professional development programs in industry today helping credit union leaders reach their greatest potential.
P.O. Box 14167 | Madison, WI 53714
Phone: 800-252-2664 | Fax: 608-271-2303 http://www.cues.org
P.O. Box 47023 | Plymouth, MN 55447
Cara Buss Sr. Partner
Phone: 888-994-4473 http://www.cuhire.com/
Meg Jelak Supervisor of Market Research Services
http://www.cuna.org
Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, Credit Union Research
Eric Chriss CEO 858-240-5040
http://www.customatrix.com/
Service Areas: Board Education, Executive Benefits & Compensation, Mergers
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
4455 East Camelback Road Suite C246 | Phoenix, AZ 85018
Deedee Myers Chief Executive Officer 602.840.9595
Phone: 8005748877 | Fax: 6024806486 http://ddjmyers.com
Service Areas: Executive Recruitment, Recruitment, Branding
DDJ Myers enhances the strategic execution capabilities of clients nationwide, including community banks, credit unions, insurance organizations, and nonprofits. The seasoned team of facilitators are known as industry-thought leaders and are sought after to speak at conferences nationwide on a variety of topics including, board dynamics, management alignment, transformative culture change, as well developing mid-level talent to be the champions and protagonists of change. Founded in the ‘80s as an executive search firm, DDJ Myers has been supporting high-performing organizations for more than 30 years with their executive development, succession planning, and strategic planning services.
44 Water Oak Drive | Hilton Head Island, SC 29928
Richard Matthews Board Member
Phone: 800-487-7628 | Fax: 810-268-1520 www.bushnellcompany.com
Service Areas: HR, Marketing, Online/Mobile Bill Pay
Dana Sumner Development Finance Traning and Consulting Inc. 207-923-3030
Phone: 2079233030 | Fax: 8662645063 http://www.devftc.com
Service Areas: Board Education, Employee Training, Business Lending, Consulting, Corporate Credit Union
David Martin Managing Principal 773-562-8837
Phone: 8779041713 http://www.digitalbenefitadvisors.com/cuservices
Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, HR
2220 Rocky Rapids Way | Eagan, MN 55122
Doug Hoefer Consultant
Phone: 651-882-2100 | Fax: 651-882-2200 http://www.dwcconsultants.com
Phone: 4064424994 https://www.eccho.org
Service Areas: Check 21, Employee Training, Operations
43633 W. Snow Drive | Maricopa, AZ 85238
Jim Rives President & CEO
http://executiveleadershipinstitute.com/
2328 Government Street 2nd Floor | Victoria, Canada, ON V8T 5
Warren Cederberg General Manager
http://www.fusionperform.com
25017 Armstrong Lane | Plainfield, IL 60544
Derek Wright Financial Consultant
Phone: 847.457.3150 | Fax: 847.457.3100 http://www.gcgonline.com
38505 Country Club Dr. Ste. 210 | Farmington Hills, MI 48331
Mandy Meinecke Manager of Business Development 248-994-8755
Phone: 2489948755 http://www.greenpath.org
Service Areas: Employee Benefits & Compensation, Financial Literacy
GreenPath Financial Wellness is a national non-profit working to "Remix the American Dream so that it works for everyone." Since 1961, GreenPath has focused on counseling and educating credit union members to manage debt, prepare for large purchases, and make informed financial decisions. GreenPath has been working in collaboration with Credit Union National Association to serve America's credit unions for more than 10 years.
8833 Perimeter Park Blvd. Suite 703 | Jacksonville, FL 32216
Philip G. Haught President
http://www.haughtfinancial.com/
36700 Woodward Ave., Suite 201 | Bloomfield Hills, MI 48304
David Barnes Chairman, president & CEO 248-258-6866
Phone: 248-258-6866 | Fax: 248-258-9295 http://www.heberinvestments.com
Service Areas: Board Education, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting
4084 148th Ave Ne | Kirkland, WA 98033
Greg Devine VP - Senior Account Manager 425-702-9389
http://www.hipereon.com
Service Areas: Board Education, Business Lending
11 Oakwood Lane | Westport, CT 06880
Howard Greenberg VP Sales
Phone: 203-222-8891 | Fax: 203-222-8446
450 W. 4th St. | Royal Oak, MI 48067
Steve Van Beek Attorney 248-723-0521
Phone: 248-723-0521 http://www.howardandhoward.com/
Service Areas: Employee Training, Compliance, Consulting, Legal Services, Mergers
1600 Aspen Commons Suite 230 | Middleton, WI 53562
Greg Fouks Sr. Vice President, Executive Search
http://www.hrnonline.com
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
400-93 Lombard Avenue | Winnipeg, MB R3B 3B1
Cameron Eastman Consultant
Phone: 800-665-7776 | Fax: 888-441-6777 http://www.humanresourcetools.com
6033 Hector Road | McLean, VA 22101
Greg Schratwieser President / CEO 800-729-8237
Phone: 800-729-8237 http://www.ici-consulting.com
Service Areas: Employee Training, Market Research, Compliance, Consulting, Contract/Vendor Management
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
Jessica Richardson Partner
Phone: 8772242429 http://www.in-fusiongroup.com
Service Areas: HR, Marketing, Strategic Planning
3016 Old Mill Run | Grapevine, TX 76051
Karen Houston, CCUE President
870 Market Street, Suite 462 | San Francisco, CA 94102
Joanna Bruno President
Fax: 6269144496 http://www.jrbrunoassoc.com
Service Areas: Board Education, Employee Incentive Programs, Document Imaging, Compliance, Consulting
125 North Burnet Dr | Baytown, TX 77520
Dick Miller EVP 800-809-2307
Phone: 5174493269 http://www.JMFA.com
Service Areas: Executive Recruitment, Compliance, Consulting
455 Bachelors Button Drive | Clayton, GA 30525
Tom Randle President
Phone: 7062122077 http://www.kesgroupllc.com
11230 West Avenue #1105 | San Antonio, TX 78232
Ray Kincaid President
http://www.kincaidgroup.com
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.
Bob Lindner Vice President - Dir. CU Business Development 608-216-9196
Phone: 6082740300 http://www.madisonadv.com/
Service Areas: Employee Benefits & Compensation, Institutional Investments
Madison’s Credit Union Investment Management Services provide clients with the opportunity for enhanced portfolio yields and earnings through risk management and portfolio optimization. We offer investment advisory services, and provide investment solutions for total benefits pre-funding and charitable donation accounts. As a fiduciary, we deliver objective, fee-based advisory services (commission-free) that fit within clients’ balance sheet risk profiles.
1214 N.2nd Street | Ames, IA 50010
Dan Topf Vice President Performance Consulting
Phone: 515-233-4052 | Fax: 515-233-4059
Phone: 2158845273 http://www.meyerchatfield.com/
Service Areas: Executive Benefits & Compensation, Institutional Insurance, Institutional Investments
240 Tarragon Dr. | Fayetteville, GA 30215
Michael Neill President
www.michaelneill.com/
7475 Skillman Street | Dallas, TX 75231
Robert Fox Exec VP Marketing
Phone: 877 878 6463 | Fax: 214 221 6469 http://www.minddata.com
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.
101 N Rodney | Helena, MT 59601
Tracie Kenyon President/CEO
Phone: 4064429081 | Fax: 4064429085 http://www.mcun.coop
Service Areas: Board Education, Employee Benefits & Compensation, Consulting, Enterprise Risk Management (ERM), State League/Association
P.O. Box 59344 | Schaumburg, IL 60159
Kevin McCarthy Account Executive
http://www.mortgagecareer.com
2015 Wood Falls Drive | Cumming, GA 30041
Kathy Anchors-Budd President & CEO 678-777-7463
http://www.ncuma.com
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
125 Metro Center Boulevard Suite 3002 | Warwick, RI 02886
Bruce Smith Executive Benefit Consultant 5166390556
Phone: 6175268243 | Fax: 4012331807 http://www.om-financial.com
OM Financial Group is an independent financial services company with offices located throughout the country. OM pioneered Collateral Assignment Split Dollar programs for the credit union industry and continues to specialize in helping credit unions offer competitive and cost-effective Supplemental Executive Retirement Plans (SERPs) which are designed to reward and retain key employees.
6102 Abbott Rd | East Lansing, MI 48823
Mark B. Wickard Manging Director- Invesmtents 5173337760
Phone: 5173337762 | Fax: 5173337780 https://www.opco.com/
Service Areas: Board Education, Consulting, Institutional Investments
Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. is an Institutional Fixed Income Consulting Group helping Credit Unions (CU's) throughout the country address the unique needs of their investment portfolios. At Oppenheimer, we understand that- which is why we developed services that are tailored specifically for CU's. Our Investment strategies & educational programs are ideal for any CU that wants to try and get more out of their investment portfolio and take their investment knowledge to the next level. Contact us to see what we can do for your CU.
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.
108 Corporate Park Drive | White Plains, NY 10604
Fax: 9146949384 http://www.pentegra.com/
Service Areas: Executive Benefits & Compensation
2815 Mitchell Drive Suite 203 | Walnut Creek, CA 94598
Karen Bell-Patten EVP
http://www.e-prg.com
1600 Riverglen Drive | Paso Robles, CA 93447
Robert Solomon President/CEO
Phone: 8052380910 | Fax: 8882044075 http://www.personnelinsights.com
12707 High Bluff Drive Suite 200 | San Diego, CA 92130
Allan Crecelius President
http://www.rewardstrategygroup.com/
3905 Victory Court | Flower Mound, TX 75028
Mark Fenner President 469-293-6198
Phone: 469-293-6198 http://riseperformancegroup.com
Service Areas: Executive Recruitment, HR, Recruitment, Consulting
207 E. Georgia Avenue | Phoenix, AZ 85012
Robert Brown President
Phone: 602-240-6066 | Fax: 602-240-6061 http://www.rmgtraining.com
Matt Domanico Vice President of Marketing 817-410-1392
http://www.goRMS.com
Service Areas: Employee Incentive Programs, Promotions/Incentives, Loyalty/Reward Programs
1875 Old Alabama Road, Suite 510 | Roswell, GA 30076
Bob Davis Founder and CEO 678-548-1775
Phone: 678-259-9290 http://robertcdavis.net
Service Areas: Employee Training, CRM/MRM, Consulting
1700 Wisconsin Ave, Nw | Washington, DC 20007
Robert Freedman Managing Partner
http://www.sftlaw.com
15559 Union Ave. Suite 172 | Los Gatos, CA 95032
Martha Willson Director of Client Services 530-887-1550
http://www.solutionsinfinance.com
Service Areas: Employee Training, Business Lending, Collections, Indirect Auto Lending, Consulting
218 W Harrison Avenue | Wheaton, IL 60187
Craig Capp Director, Performance Consulting 630-344-9030
Phone: 630-344-9030 http://stmeyerandhubbard.com
Service Areas: Employee Training, Market Research, CRM/MRM, Consulting, Credit Union Research
12015 July Ave N | Hugo, MN 55038
Jeanne Murphy Founder & Growth Strategist 612-616-6861
http://www.strategicsolutions.org
Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting
1601 N.W. Expressway, 20th Floor | Oklahoma City, OK 73118
Mark D. Baumann VP 405-415-7329
Phone: 8442130490 | Fax: 4054157392 http://gobaker.com
Service Areas: Board Education, Asset/Liability Management (ALM), Institutional Investments
The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio and asset/liability management for credit unions. We have helped our clients maximize investment portfolio performance through total balance sheet management for 40 years. Our proven approach of total resource integration for credit unions utilizes software and products developed by Baker Software Solutions combined with the firm’s investment experience and advice.
720 Lilly Rd. Se Suite 103 | Olympia, WA 98501
Patricia Graves Vice President/COO (360) 515-5603
Phone: 3609234415 www.theparagongroup.com
Service Areas: HR, Consulting
2509 Ridgewind Way | Windermere, FL 34786
Andy Sheeter President 407-217-2301
Phone: 4072172301 | Fax: 8002785812 http://www.sheetergroup.com
Service Areas: Employee Benefits & Compensation, Employee Incentive Programs, Executive Benefits & Compensation
395 Sawdust Rd #2132 | The Woodlands, TX 77380
Eric Janda President
Phone: 2813670675 | Fax: 2813670685 http://www.shelly-group.com
931 East Walnut Street, Suite 204 | Pasadena, CA 91106
Douglas Duong President/CEO
Fax: 5629089695 http://www.totalqualityconsulting.com
4200 Crums Mill Road | Harrisburg, PA 17112
Jay Bowden Vice President - Operations
Phone: 717-652-3100 | Fax: 717-652-8281 http://www.trcinteractive.com
1100 PARKER SQUARE | FLOWER MOUN, TX 75028
Alexandria Staron VP of Business Development 972-318-1110
Phone: 9723181110 | Fax: 9723181114 http://www.triscendnp.com
Service Areas: Executive Benefits & Compensation, Consulting, Institutional Insurance
1013 Centre Rd | Wilmington, DE 19805
Carol Burns Vice President
Phone: 302.993.8021 | Fax: 302-999-7725 http://www.principaltrust.com
24-01 44th Road | Long Island City, NY 11101
Willis Reed VP
Phone: 2124768724 | Fax: 2124768741 http://www.unfcuadvisors.com/
Service Areas: HR, Institutional Insurance