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Platinum Suppliers

Alloya Corporate Federal Credit Union American Credit Union Mortgage Association (ACUMA) Arch Mortgage Insurance Company Brick & Associates, Inc. C. Myers Corporation Callahan & Associates, Inc. CliftonLarsonAllen, LLP CoNetrix Corporate America Credit Union Corporate Central Credit Union Corporate One Federal Credit Union Credit Union Miracle Day CU Capital Market Solutions, LLC CUCollaborate CUES CUNA Mutual Group DDJ Myers, Ltd. Doeren Mayhew Dollar Associates, LLC Eastern Corporate Federal Credit Union (EasCorp) Enact Engage fi Equifax Inc. GBQ Partners, LLC Hauser Jones & Sas Humanidei + O'Rourke ICI Consulting, Inc. League of Southeastern Credit Unions LenderSelect Mortgage Group Lending Solutions Consulting, Inc Lillie & Company Madison Investment Advisors NASCUS National Cooperative Bank Nearman, Maynard, Vallez, CPAs & Consultants, PA OM Financial Group Oppenheimer & Co. Inc. Rock Creek Management Advisors RSM US LLP SmartStep Solutions State National Companies Strategic Resource Management (SRM) Support EXP The Baker Group, LP TriVerity & The Loan Service Center Trust for Credit Unions Mutual Funds Turner, Warren, Hwang & Conrad Volunteer Corporate Credit Union (VolCorp)

A.A. Credit Union Solutions

8181 W. Tonopah Dr | Peoria, AZ 85382

Andrea Amuso
Owner/Principal
623-939-2964

http://www.aaauditservices.com/

Service Areas: Consulting

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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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ABRAMS & ASSOCIATES CONSULTING, INC

6303 Owensmouth Avenue, 10th floor | Woodland Hills, CA 91367

Stan Abrams
President

Phone: 8189362625

Service Areas: Strategic Planning

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Abrigo

12331-B Riata Trace Parkway, Building 4 Suite 200 | Austin, TX 78727

Libby Sharman
Vice President

Phone: 833-422-7446
https://www.abrigo.com/

Service Areas: Loan Originations Systems, Online Account Opening, Asset/Liability Management (ALM)

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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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ACES Risk Management (ARMCO)

205 North Detroit Street, Suite 200 | Denver, CO 80206

Kyle Kehoe
EVP of Sales & Marketing
800-858-1598

Phone: 8008581598
https://www.armco.us/

Service Areas: Technology, Audit/CPA, Compliance

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Addvantage Group Staffing

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

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Advanced Lease Systems, Inc.

7658 Avianca Drive | Redding, CA 96002

Dennis Szody
Sales Manager

Phone: 530/378-6868 | Fax: 530/378-3433
http://www.advancedlease.com

Service Areas: Asset/Liability Management (ALM)

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Advanced Reporting

451 Division St. NE | Salem, OR 97301

Elaine Rosenberg
General Manager

Phone: 8883750451 | Fax: 5037791345
http://www.advrep.com

Service Areas: Enterprise Risk Management (ERM)

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Agility Recovery Solutions

6795 East Tennessee Avenue, Suite 426 | Denver, CO 80224

Scott Teel
Marketing Director
(980) 216-9293

Phone: 3033009886 | Fax: 3033006586
https://www.agilityrecovery.com/

Service Areas: Business Continuity, Consulting

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Aho Consulting Group

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

Jim Aho
President

http://www.ahoconsulting.com

Service Areas: Strategic Planning

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AIM Software

67 Wall Street, 22nd Floor, Suite 2211 | New York, NY 10005

Peter Frank
Director

Phone: 43(1)5124652-228
http://www.aimsoftware.com/

Service Areas: Enterprise Risk Management (ERM)

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AKUVO

301 Lindenwood Drive, Suite 301 | Malvern , PA 19355

Katie Barnes
Head of Marketing & Partnerships
570-301-7199

Phone: 484-913-1703
https://akuvo.com/

Service Areas: Technology, Technology Consulting, Consulting

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Albin, Randall & Bennet

130 Middle Street 3rd Floor | Portland, ME 04112-0445

kadams@arbcpa.com

Phone: 2077721981 | Fax: 2077721982
http://www.arbcpa.com/

Service Areas: Audit/CPA

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Allied InfoSecurity

14 Folsom St | Exeter, NH 03833

Garvin Louie
Business Development Manager
(484) 362-0932

Phone: 610-688-8421 | Fax: 4843421005
http://www.alliedinfosecurity.com

Service Areas: Compliance

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Alloya Corporate Federal Credit Union

184 Shuman Blvd. Ste. 400 | Naperville, IL 60563

Tim Bruculere
SVP - Membership
800-253-0053

Phone: (800) 253-0053 | Fax: 5182923829
http://www.alloyacorp.org

Service Areas: Check Processing, Loan Participations, Corporate Credit Union

Alloya provides cooperative financial services to 1,400-member credit unions and credit union entities nationally. Together, these member-owners wield aggregated power to access the products and services they need to gain a strategic advantage in the mark

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Alloya Investment Services

4450 Weaver Parkway, Ste. 150 | Warrenville, IL 60555

Mary Westberg
Executive Director

Phone: 7205404621
https://www.alloyacorp.org/invest/

Service Areas: Financial Literacy, Asset/Liability Management (ALM), Institutional Investments

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ALM First Financial Advisors

3800 Maple Ave., Ste. 600 | Dallas, TX 75219

Mike Ensweiler
Director of Business Development

http://www.almfirst.com

Service Areas: Board Education, Employee Training, Asset/Liability Management (ALM), Consulting, Institutional Investments

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AMBC, Co.

4547 Highway 6 N | Houston, TX 77084

Dave lane
Bankruptcy

Phone: 281 550-2663
http://www.bankruptcy-courts.net

Service Areas: Legal Services

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American Association of Credit Union Leagues

601 Pennsylvania Ave NW, South Building, Suite 600 | Washington, DC 20004

Brad Miller
Executive Director

Phone: 202-508-3628
http://www.aacul.org

Service Areas: Associations

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American Brokerage Consultants

424 Central xAvenue 5th Floor | St. Petersburg, FL 33701

Richard Ayotte
Chief Executive Officer

http://www.americanbrokerage.com

Service Areas: Consulting

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American Credit Union Mortgage Association (ACUMA)

6907 University Ave. 331 | Middleton, WI 53562

Peter J. Benjamin, CMB
President
877-442-2862

Phone: 8774422862
http://www.acuma.org

Service Areas: Loan Originations Systems, Mortgages, Compliance

The American Credit Union Mortgage Association brings together the shared real estate lending and financing interests of over 400 credit unions and CUSOs. ACUMA, a non-profit organization, focuses on education and networking for mortgage-lending credit un

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Ameriprise Auto & Home Insurance

3500 Packerland Dr. | DePere, WI 54115

Irene Casper
Marketing Account Executive
(920) 330-5418

Phone: 920-330-5418 | Fax: 920-330-5990
http://www.ameriprise.com/auto-home-insurance/default.asp?PartnerID=&RefID=&EmailID=

Service Areas: Enterprise Risk Management (ERM)

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Anderson ZurMuehlen

1821 South Avenue West, 5th Floor | Missoula, MT 59806

Shirlee Walker
(406) 721-7800

Phone: (406) 721-7800
http://www.azworld.com

Service Areas: Audit/CPA

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Anderson, Larkin & Co. P.C.

215 West Fourth St | Ottumwa, IA 52501

Phone: (641) 684-5489
http://www.andersonlarkin.com/

Service Areas: Audit/CPA

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AppPax, LLC

151 Ted Turner Drive NW | Atlanta, GA 30303

Ken Proctor
Chief Risk Officer
404-692-7016

Phone: 404-692-7016
http://www.apppax.com

Service Areas: Technology Consulting, Consulting, Enterprise Risk Management (ERM)

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Arch Mortgage Insurance Company

230 Elm St. | Greensboro, NC 27401

Tom Murphy
SVP, Credit Union Sales
800 909 4264

Phone: (800) 909-4264 | Fax: 8004906757
https://archmicu.com

Service Areas: Mortgages, Institutional Insurance

Arch MI is a leading provider of Mortgage Insurance (MI) in the United States. Arch MI for Credit Unions has the MI industry's only dedicated nationwide CU sales team and more than 25 years of experience serving our CU customers. As a leading MI company,

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Ascensus

200 Dryden Road | Dresher, PA 19025

Jane Weizenegger
Strategic Relations

Phone: 2156488000 | Fax: 2156484888
http://www.ascensus.com

Service Areas: Technology, Compliance, Consulting

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Association of Credit Union Internal Auditors

P.O. Box 1926 | Columbus, MD 43215

Dana McCranie
Chair
703-688-2284

http://www.acuia.org

Service Areas: Associations, Audit/CPA

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Association of Vermont Credit Unions

1000 Shelburne Road, Suite 1 | So. Burlington, VT 05403

Joseph Bergeron
President

Phone: 8028637848 | Fax: 8028644391
http://www.vermontcreditunions.com

Service Areas: State League/Association

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Attainium Corp

5022 North Idaho Road | Apache Junction, AZ 85119

Bob Mellinger
President
571-248-8200

Phone: 571-248-8200
https://www.attainium.net

Service Areas: Business Continuity, Consulting

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Auto Exam

17555 El Camino Real | Houston, TX 77058

Shane Vaughn
Vice President

Phone: 800-709-5792 | Fax: 713-944-4244
http://www.autoexam.com

Service Areas: Auto Leasing, Lending, Member Insurance, Institutional Insurance

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Aux

274 Union Blvd, Ste. 320 | Lakewood, CO 80228

Nathan Rogers
VP of Sales and Marketing
720-945-7235

Phone: 7209457250
http://www.auxteam.com/

Service Areas: Audit/CPA, Compliance, Performance Benchmarking

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Azar & Azar, L.L.C.

260 Washington Ave. | Montgomery, AL 36102

George Azar
President

Phone: 800-448-0461 | Fax: 334-261-3489
http://www.azarlaw.com/

Service Areas: Legal Services

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Bailey Scarano, LLC

1224 Main Street | Branford, CT 6405

Steve Moalli
Partner
203-481-1120

Phone: 2034811120
http://www.baileyscarano.com/

Service Areas: Audit/CPA, Consulting

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Banes Capital Group

6410 Poplar Avenue Suite 320 | Memphis, TN 38119

Larry Bolton
Managing Director - Whole Loan Trading
901-261-5928

Phone: 9012615914
http://www.banescapital.com

Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments

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Bank of The West

10 Ferry Street Suite 429 | San Ramon, CA 94583

Marsha Kawasaki
Vice President, Credit Union Division
213-972-0511

http://www.bankofthewest.com

Service Areas: Check 21, Check Processing, ATM Processing, Remote Deposit Capture (RDC), Institutional Investments

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Battelle Rippe Kingston LLC

2000 West Dorothy Lane | Dayton, OH 45439

Charles M. Foley
Managing Partner

Phone: (937) 298-0201
http://brkllp.com/

Service Areas: Audit/CPA

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BDO USA, LLP

745 Inspiration Lane | Escondido, CA 92025

Richard Farrell, CPA
Partner
215-241-8963

Phone: 215-564-1900 | Fax: 215-564-3940
http://www.bdo.com

Service Areas: Audit/CPA, Compliance, Consulting

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BFB Gallagher

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

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Biggs & Co.

10960 Wilshire Boulevard, Seventh Floor | Los Angeles, CA 90024

Sam Okstad
Partner

Phone: (310) 450-0875 | Fax: (310) 450-9157
http://www.biggsco.com

Service Areas: Audit/CPA

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BKD

201 North Illinois Street, Suite 700 | Indianapolis, IN 46204

Chad Garber
Director
317-383-4000

Phone: (317) 383-5443 | Fax: (317) 383-4200
http://www.bkd.com

Service Areas: Audit/CPA, Compliance, Consulting

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Black Knight Financial Services

601 Riverside Ave | Jacksonville, FL 32204

Marketing
Black Knight Financial Services
866-964-8343

Phone: 866-964-8343 | Fax: 949-313-9034
http://blackknightdna.com

Service Areas: Mortgages, Direct Marketing, Market Research, Performance Benchmarking

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Bonadio & Co., LLP

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

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Branch Development Group

320 Ruhle Road | Ballston Lake, NY 01201

Timothy Ryan
Managing Partner

Phone: 800-748-6172
http://www.branchdevelopmentgroup.com

Service Areas: Branch Displays/Signage, Branch Planning, Branching, Marketing, Consulting

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Brenner, Averett & Co. P.C.

121 So. Central Ave. | Sidney, MT 59270

Bill Brenner
CPA

Phone: 4064335464 | Fax: 4064336016
http://www.bacopc.com

Service Areas: Audit/CPA

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Brick & Associates, Inc.

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), Consulting

B&A provides 550 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 accoun

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Brick Capital Management, Inc.

1400 Abbott Road, Suite 105 | East Lansing, MI 48823

Jeff Brick
President, CFA

Phone: 800-332-8188 | Fax: 517-332-0532
http://www.brickinc.com

Service Areas: Institutional Investments

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Brown, Edwards & Company, LLP

319 Mcclanahan St, Sw | Roanoke, VA 24014

Norman Yoder
Director

Phone: 4349489000 | Fax: 4349489029
http://www.becpas.com

Service Areas: Audit/CPA

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Brown, Smith, Wallace LLC

6 CityPlace Dr Suite 900 | St. Louis, MO 63141

Christopher Menz
CPA

Phone: (314) 983-1227
http://www.bswllc.com

Service Areas: Audit/CPA

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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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Buckley Technology Group

16 Grove Avenue | Holbrook, MA 02343

Kris Buckley
President

Phone: 781.829.9934 | Fax: 781.829.4407
http://www.buckleytechgroup.com

Service Areas: Enterprise Risk Management (ERM)

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Buseck, Barger, and Bleil

1640 West 8th Street Frontier Building | Erie, PA 16505

John J. Bleil
Prinicpal

Phone: 8144546341 | Fax: 8144559060
http://www.bbbcpas.com

Service Areas: Audit/CPA

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Business Evolutions, Inc.

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

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C. Myers Corporation

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 th

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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 d

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Cantey, Tiller, Pierce and Green, CPAs, LLP

1204 Broad Street | Camden, SC 29020

Jan Pierce
Credit Union Partner

Phone: 803-432-1436 | Fax: 803-432-5055
http://www.ctp-cpa.com

Service Areas: Audit/CPA

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Capital Performance Group

1331 H Street | Washington, DC 20005

Phone: 2023377870
http://www.capitalperform.com

Service Areas: Board Education, Consulting, Strategic Planning

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Carolinas Auditing Services

P.O. Box 5204 | Lake Wylie, SC 29710

Les Young
Sr. Partner

Phone: 800-553-9981 | Fax: 803-831-7979

Service Areas: Audit/CPA

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Carolyn Warden & Associates aka Shared Resources

6399 Stirrup Rd | Cincinnati, OH 45244

Phone: 7208411413
http://carolynwarden.com

Service Areas: Board Education, Employee Training, Consulting

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Carr, Riggs & Ingram, LLC

4360 Chamblee Dunwoody Road, Suite 420 | Atlanta, GA 30341

Doug Mims
Partner
(334) 348-1326

Phone: 334-348-1326 | Fax: 334-348-1460
http://www.cricpa.com/

Service Areas: Audit/CPA

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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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Carroll Credit Union Consulting

205 De Anza Blvd. #13 | San Mateo, CA 94402

Hal Carroll
President, CPA

Phone: 650-888-3520

Service Areas: Audit/CPA

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Carver and Associates, L.L.C.

1221 Wyoming Avenue | Forty Fort, PA 18704-4101

Chris Carver
C.P.A.

http://www.carvercpa.com/

Service Areas: Audit/CPA

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CastleGarde

4911 S. Westshore Blvd | Tampa, FL 33611

Lowell Reed
Vice President of Sales & Marketing

Phone: 866-751-3203 | Fax: 813-872-4845
http://www.castlegarde.com

Service Areas: Compliance

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Catalyst Corporate Federal Credit Union

6801 Parkwood Boulevard | Plano, TX 75024

Kathy Garner
CEO

Phone: 2147037800 | Fax: 2147037906
http://www.catalystcorp.org

Service Areas: Checks, Remote Deposit Capture (RDC), Corporate Credit Union

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CBA Capital Partners Ltd.

95 Mortimer Street, Suite 26 | London, VA

Phone: 2071933452

Service Areas: Asset/Liability Management (ALM), Consulting, Mergers

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CBS CPAs, LLC

34305 Solon Rd. Suite 10 | Solon, OH 44139

Christine Cordiak
Vice President

Phone: 440-542-1536 | Fax: 440-248-2902
http://www.cbscpasllc.com

Service Areas: Audit/CPA

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CEO Advisory Group LLC

P.O. Box 5665 | Kent, WA 98064

Glenn Christensen
CEO Advisory Group

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

Service Areas: Strategic Planning

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CFI Group

625 Avis Drive | Ann Arbor, MI 48108

Kirsten Parker
Marketing Manager
734-930-9090

Fax: 7349300911
http://www.cfigroup.com

Service Areas: Market Research, Membership Surveys, Performance Benchmarking

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Cherry Bekaert LLP

200 South 10th Street Suite 900 | Richmond, VA 23219

Howard Kies
Partner

Phone: 8046735700 | Fax: 8046734290
http://www.cbh.com

Service Areas: Audit/CPA

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Clayco Financial Facilities

2199 Innerbelt Business Center Drive | St. Louis, MO 63114

Paul Barrath
Vice President

Phone: 888-429-3330 | Fax: 314-890-7410
http://www.claycorp.com

Service Areas: Branch Planning, Branching, Market Research, Consulting, Credit Union Research

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Clear Insight FPM

1051 Clinton Street Ste 212 | Buffalo, NY 14206-2823

susan.malik@clearinsight.ca

Phone: 9052745884
http://www.clearinsight.ca

Service Areas: Technology Consulting, Consulting

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ClearPoint Credit Counseling Solutions

6001 E. Washington Blvd., 2nd Floor | Los Angeles, CA 90040

David R. Johnson
Senior Vice President of Business Development

Phone: 2069853650 | Fax: 2069853655
http://www.clearpointcreditcounselingsolutions.org/

Service Areas: Consulting

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CliftonLarsonAllen, LLP

20 E. Thomas Rd., Ste. 2300 | Phoenix, AZ 85012

Bryan Mogensen
Principal

Phone: (602) 604-3551 | Fax: 6123764850
http://www.claconnect.com

Service Areas: Technology Consulting, Audit/CPA, Compliance

CLA exists to create opportunities for our clients, our people, and our communities through our industry-focused advisory, outsourcing, accounting, and consulting services. From identifying and mitigating risk, to merger and acquisition consulting and com

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Coalfire

361 Centennial Parkway, Suite 150 | Louisville, CO 80027

Deborah McLain
Manager

Phone: 8772248077 | Fax: 3035547555
http://www.coalfiresystems.com

Service Areas: Compliance

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Computer Information Development

713 W. Duarte Rd, #106 | Arcadia, CA 91007

Chuck Salvia
VP
956-457-4116

Phone: 626-254-0000
https://www.IDValidation.net

Service Areas: Card Fraud, Auto, Auto Leasing, Auto Recovery, Compliance

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CoNetrix

5225 S Loop 289., #207 | Lubbock, TX 79424

Kyle Andersen
SVP, Sales

Phone: 806-687-8600
https://conetrix.com/

Service Areas: Network Security, Technology Consulting, Enterprise Risk Management (ERM)

CoNetrix is a full-service computer networking, software development, and security and compliance firm built on the principles of integrity, innovation, and initiative. CoNetrix has roots dating back to 1977, when it was founded in Lubbock, Texas. We now

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Connor, McMillion, Mitchell & Shennum

801 S. Filmore Suite 600 | Amarillo, TX 79101

Mike Connor
Managing Partner
806-373-6661

Phone: 8063736661 | Fax: 8063721237
http://www.cmmscpa.com

Service Areas: Audit/CPA

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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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Cooke/Andres LLC

565 Telford Lane | Ramona, 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

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CoreLogic

4 First American Way | Santa Ana, CA 92707

Phone: 714-250-6383
http://www.corelogic.com

Service Areas: Lending, Mortgages, Compliance

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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

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Cornerstone Resources, Inc.

4455 LBJ Freeway, Suite 1100 | 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

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Corporate America Credit Union

4365 Crescent Rd. | Irondale, AL 35210

Lisa Coffey
Chief Innovation Officer

Phone: (205) 313-4300 | Fax: 2053133260
https://www.corpam.org

Service Areas: Check 21, Corporate Credit Union, Institutional Investments

Corporate America Credit Union serves nearly 500 credit unions across the nation and seeks to add value to member credit unions by providing access to a comprehensive list of products and services including investments, liquidity solutions, and correspond

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Corporate Central Credit Union

6262 S. Lowell Pl. | Muskego, WI 53150

Chris Felton
CEO

Phone: (414) 425-5555 | Fax: 4144273700
http://www.corpcu.com

Service Areas: Corporate Credit Union

Corporate Central Credit Union is a federally insured corporate credit union, and partners to provide innovative correspondent and transactional products, investment services, liquidity and lending programs, with unparalleled commitment to its members. Co

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Corporate One Federal Credit Union

8700 Orion Pl. | Columbus, OH 43240

Christine Mayes
VP, Member Success Executive
614-825-9313

Phone: (614) 825-9356 | Fax: 6148259201
http://www.corporateone.coop

Service Areas: Check Processing, Asset/Liability Management (ALM), Corporate Credit Union

Corporate One Federal Credit Union has been leading the way in providing premier investment, funding, and payment solutions for America's credit unions for more than 70 years. In addition to helping member credit unions grow their bottom line and manage c

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Council of GM Credit Unions

12093 Riverbend Dr. | Grand Blanc, MI 48439

Ann Garmon
President

Phone: 317-236-6290 | Fax: 317-236-6293
http://www.ccacu.com/gm.html

Service Areas: Associations

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Covarity Inc.

72 Victoria St. S. Suite 102 | Kitchener,ON N3C 4A3,Canada, GA

Rod Foster
VP, Marketing & Alliances

http://www.covarity.com

Service Areas: Enterprise Risk Management (ERM)

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Covelli Law Offices

357 Regis Avenue | Pittsburgh, PA 15236

Joseph P. Covelli
Attorney/Owner

Phone: 4126535000 | Fax: 4126536599
http://www.covellilaw.com

Service Areas: Legal Services

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Credit Union Association of New Mexico

4200 Wolcott Avenue, NE | Albuquerque, NM 87109

Amy Vigil
VP of Association Services/Compliance
505-338-4222

Phone: 5052989899 | Fax: 5052980162
http://cuanm.org/

Service Areas: State League/Association

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Credit Union Business Magazine, Inc.

1408 N Lakeside DrBungalow 1 | Lake Worth, FL 33460

Tim O'Hara
President & Publisher

Phone: 5612826015 | Fax: 5615887711
http://www.creditunionbusiness.com

Service Areas: Credit Union Research

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Credit Union Collection Lawyers (CUCL)

3436 Sw 42nd Ave | Gainesville, FL 32608

Jonathan A. Birk
Vice-President

Service Areas: Legal Services

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Credit Union Financial Education Network (CUFEN)

c/o Arapahoe Credit Union 303 E Hampden Ave | Englewood, CO 80113

Julie McLean
Chairman

http://www.nyib.org

Service Areas: Associations

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Credit Union Journal

P.O. Box 4387 | West Palm Beach, FL 33401

JoAnne Kao
Credit Union Journal

http://www.cujournal.com

Service Areas: Credit Union Research

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Credit Union Miracle Day

PO Box 27637 | Washington, DC 20038

Sarah Turner
Director

http://www.miracleday.org/

Service Areas: Public Relations, Associations

Credit Union Miracle Day’s award-winning family of races, including the Credit Union Cherry Blossom Ten Mile Run® in DC, the Credit Union SacTown Ten-Mile Run in California, and two Freedom Runs for our troops overseas, have donated over $7 million to Children’s Miracle Network Hospitals nationwide. Become a sponsor today. Visit www.miracleday.org 

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Credit Union National Association

5710 Mineral Point Road | Madison, WI 53705

Bill Cheney
President

http://www.cuna.org

Service Areas: Associations

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Credit Union Tech-Talk

9510 Baltimore Ave | Overland, MO 63114

Tom Wright
Publisher

http://www.cunews.com

Service Areas: Credit Union Research

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Credit Union Times

33-41 Newark Street, 2nd Floor | Hoboken, NJ 07030

Sarah Snell Cooke

Phone: 202-370-4802
http://www.cutimes.com

Service Areas: Credit Union Research

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CreditRE Corporation

330 Gra[evine Highway | Hurst, TX 76054

Keith Nelson
Consulting Actuary

Phone: 8177888121
http://www.creditre.net

Service Areas: Institutional Insurance

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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 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

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Cross Digital

422 Woodland Ridge Rd | Odenville, AL 35120-35120

Dennis Washington
President

http://www.crossdig.com/

Service Areas: Advertising, Branding, Direct Marketing, eMarketing, Consulting

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Crowe, LLP

P.O. Box 7 | South Bend, IN 46601

Mark Taylor
Partner
630-575-4335

Phone: 4133359741
https://www.crowe.com

Service Areas: Audit/CPA, Compliance, Consulting

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CU Appraisal Services, LLC dba 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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CU Benefits Alliance, LLC

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

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CU Capital Market Solutions, LLC

4080 McGinnis Ferry Rd., Ste. 804 | Alpharetta, GA 30005

Lewis Lester
Chief Executive Officer
678-960-2900

Phone: (678) 960-2900
http://www.cucapitalmarketsolutions.com

Service Areas: Loan Participations, Asset/Liability Management (ALM), Consulting

CU Capital Market Solutions (CMS) is a Credit Union Service Organization (CUSO) that specializes in innovative capital market solutions, specifically, earnings and balance sheet optimization and, specialized assets and loan programs that are designed to e

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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

PO Box 82 | Euless, TX 76039

Brett Christensen
Lending Trainer/Consultant

http://culendingadvice.com/

Service Areas: Business Lending, Lending, Strategic Planning

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CU Pacific Audit Solutions, LLC

1654 S King Street | Honolulu, HI 96826

Denise Yuh
Principal Partner
888-432-8772

Phone: 8089427565
http://www.cupacific.com

Service Areas: Audit/CPA

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CU Realty

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

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CU Rx

1100 Clinton Road | Jackson, MI 49202

Catherine Molden
Business Development Manager
517-841-4154

Phone: 888-766-1576 | Fax: 517-784-3737
http://www.cu-rx.com

Service Areas: Compliance

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CUbroadcast

3968 san augustine way | San Diego, CA 92130

Phone: 7608458146
http://www.cubroadcast.com

Service Areas: Branding, eMarketing, Social Media, Consulting

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CUCollaborate

1729 D ST SE | Washington, DC 20003

Coquise Frost
Account Executive
(202) 831-2500

Phone: 202-831-2500
http://www.cucollaborate.com/

Service Areas: Consulting, Credit Union Research, Strategic Planning

CUCollaborate is a consulting, software development, and digital marketing company whose mission is to help credit unions grow and better serve their members. The company’s primary focus is addressing the biggest obstacle to growth, field of membership, by providing a tailored approach based on data-driven insights and specialized software to help credit unions reach the largest target market possible. 

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CUES

P.O. Box 14167 | Madison, WI 53714-0167

Tony Hill
SVP/Chief Marketing Officer

http://www.cues.org

Service Areas: Board Education, Employee Training, Consulting

CUES is the leading Talent Development solutions provider for credit unions in North America.  We educate, develop and support credit union CEOs, executives, directors, and emerging leaders through partnerships with premier business schools, live and onli

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CUES Directors Educational Forum

P.O. Box 14167 | Madison, WI 53714

Erin Templer
Director of Marketing

Phone: 800-252-2664 | Fax: 608-271-2303
http://www.cues.org

Service Areas: Board Education, Employee Training, Associations

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CUES Financial Suppliers Forum

P.O. Box 14167 | Madison, WI 53714

Sales CUES
Advertising & Sales

http://www.cues.org

Service Areas: Associations

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Cummings, Ristau & Associates

13023 Tesson Ferry Road., Suite 201 | St. Louis, MO 63128

Mark Cummings
Principal
(314) 845-6050

http://www.cummingscpa.com/

Service Areas: Audit/CPA

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CUNA CFO Council

P.O. Box 431 | Madison, WI 53705

Christopher Morris
CUNA Councils

http://www.cunacouncils.org

Service Areas: Associations

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CUNA Market Research

PO Box 431 | Madison, WI 53701-0431

Meg Jelak
Supervisor of Market Research Services

http://www.cuna.org

Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, Credit Union Research

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CUNA Mutual Group

5910 Mineral Point Rd. | Madison, WI 53701

Robert Trunzo
President & Chief Executive Officer

Phone: (800) 356-2644
http://www.cunamutual.com

Service Areas: Lending, Member Insurance, Institutional Insurance

CUNA Mutual Group is a financially strong insurance, investment and financial technology company that believes a brighter financial future should be accessible to everyone. Built on the principle of “people helping people,” we have a long history of worki

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CUSTOMatrix, Inc.

4740 Mission Gorge Place No. 400640 | San Diego, CA 92120

Eric Chriss
CEO
858-240-5040

http://www.customatrix.com/

Service Areas: Board Education, Executive Benefits & Compensation, Mergers

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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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Cyberscout

550 15th Street | San Francisco, CA 94103

Sales Manager
Sales

http://www.idt911.com

Service Areas: Enterprise Risk Management (ERM)

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D. Michael Riley & Associates

P.O. Box 150 | Middleburg, VA 20117

D. Michael Riley
President

Service Areas: Strategic Planning

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Darling Consulting Group, Inc.

42 R Merrimac Street Suite 301 | Newburyport, MA 01950

Kelly Coletti
Marketing Coordinator

http://www.darlingconsulting.com

Service Areas: Asset/Liability Management (ALM)

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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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Davis, Malm & D'Agostine, P.C.

One Boston Place 37th Floor | Boston, MA 2108

Devon A. Kinnard, Esq.
Shareholder & Director
617-589-3858

Phone: 6175893858 | Fax: 6173053158
http://www.DavisMalm.com

Service Areas: Compliance, Legal Services, Mergers

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DDJ Myers, Ltd.

4340 E. Indian School Rd, Ste. 21-472 | Phoenix, AZ 85018

Deedee Myers
Chief Executive Officer
602.840.9595

Phone: (800) 574-8877 | Fax: 6024806486
http://ddjmyers.com

Service Areas: Board Education, Executive Recruitment, Mergers

DDJ Myers is a recognized champion for successful credit union leadership. With over 30 years of experience, they have built an array of exemplary products and services for board development and governance, strategic planning, executive search, compensati

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Defense Credit Union Council

601 Pennsylvania Ave., Nw Suite 600 | Washington, DC 20004

Roland Arteaga
President/CEO

Phone: 2536514260
http://www.dcuc.org

Service Areas: Associations

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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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Delaware Credit Union League

4 Quigley Boulevard | New Castle, DE 19720

Patrick J. Mahaney
President

Phone: 3023229341 | Fax: 3023229354
http://www.dcul.org

Service Areas: State League/Association

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DeLeon & Stang, CPAs and Advisors

100 Lakeforest Blvd. Ste 650 | Gaithersburg, MD 20877

Allen Deleon, CPA
Partner

Phone: 3019825203
http://www.deleonandstang.com

Service Areas: Audit/CPA

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Deloitte Consulting

79 Wellington St West ON M5K1B9 | Toronto, Canada, VA 99999

http://www.deloitte.com/view/en_US/us/index.htm

Service Areas: Audit/CPA

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Desmond & Ahern CPAs

10827 S. Western Ave. | Chicago, IL 60643

Hugh Ahern
CPA
(773) 779-4720

Phone: 773-779-4720 | Fax: 773-779-8310
http://www.desmondcpa.com

Service Areas: Audit/CPA

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Digital Defense Inc.

9000 Tesoro Drive, Suite 100 | San Antonio, TX 78217

Scott Gleeson

Phone: 210-582-6124 | Fax: 210-822-9216
http://www.ddifrontline.com

Service Areas: Enterprise Risk Management (ERM)

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Digital Recognition Network

4150 International Plaza, Suite 800 | Fort Worth, TX 76109-4875

Jeremiah Wheeler
VP Sales Financial Services
817-710-7652

http://drndata.com/

Service Areas: Auto Recovery, Collections, Enterprise Risk Management (ERM)

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Dixon, Davis, Bagent & Company

1205 Weaver Drive | Granville, OH 43023

Matthew Bagent
CPA
(740) 321-1000

Phone: 7403211000 | Fax: 7403211100
http://www.ddbco.cpa.pro

Service Areas: Audit/CPA

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Doeren Mayhew

305 W. Big Beaver Rd. Ste. 200 | Troy, MI 48084

Bob Parks
(248) 244-3242

Phone: (248) 244-3049 | Fax: 2482736842
http://doeren.com

Service Areas: Board Education, Audit/CPA, Compliance

For more than 40 years, our Financial Institutions Group has dedicated itself to the industry serving hundreds of credit unions across the nation with effective external and internal auditing, IT assurance and cybersecurity, lending portfolio reviews, mer

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Dollar Associates, LLC

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 rel

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Douglas Wilson & Company, PC

1000 1st Avenue South | Great Falls, MT 49401

Randal Boysun
Managing Shareholder
(406) 761-4645

http://www.dwcogf.com

Service Areas: Audit/CPA

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Duane, Morris & Heckscher LLP

1 Liberty Place 1650 Market St | Philadelphia, PA 19103

Brian D. Alprin
Partner

http://www.duanemorris.com

Service Areas: Legal Services

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Eastern Corporate Federal Credit Union (EasCorp)

35 Corporate Dr. Ste. 300 | Burlington, MA 1803

Cynthia Nelson
President/CEO
7815059824

Phone: 7819339950 | Fax: 7815059824
http://www.eascorp.org

Service Areas: Corporate Credit Union

Founded in 1978, EasCorp, together with its subsidiary, Vertifi Software, ensures that its credit union members have access to cutting-edge, value-added services that not only meet, but also exceed their expectations, including deposit, loan and investmen

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Edge Consultancy LLC

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

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Education Credit Union Council, Inc.

9309 Parliament Circle | Spanish Fort, AL 36577

Lorraine Zerfas
Executive Director

Phone: 2516263377
http://www.ecuc.org

Service Areas: Associations

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Eide Bailly

5299 DTC Blvd., Ste. 1000 | Greenwood Village, CO 80111

Darrell Linle
Partner
(701) 255-8434

Phone: 7012558434
http://www.eidebailly.com

Service Areas: Audit/CPA

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EMMR Research

910 K East Redd Rd. #523 | El Paso, TX 79912

Emmanuel Rodriguez
Founder
915-275-4580

Phone: 9152754580
https://researchcu.com/

Service Areas: Market Research, Consulting, Credit Union Research

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Enact

8325 Six Forks Road | Raleigh, NC 27615

Dominic Jann
Senior Manager, Business Intelligence
(919)870-2411

http://enactmi.com

Service Areas: Lending, Mortgages, Consulting

The Genworth Mortgage Insurance story begins with you and your business. Since 1981 we've been understanding what you need so we can help you manage your business better by delivering what's best. The best products. The best service. And the best solution

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Engage fi

5550 W. Executive Dr., Ste. 540 | Tampa, FL 33609

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

Phone: 7276989973
http://www.engagefi.com/consulting

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

With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make inf

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Equifax Inc.

1201 W. Peachtree St | Atlanta, GA 30309

Aaron Long
VP, Financial Services Group
978-658-5910

Phone: (407) 895-9484
https://www.equifax.com/business/ 

Service Areas: Lending, Marketing, Performance Benchmarking

Equifax helps credit unions optimize member household growth across all product types and at every stage of the household lifecycle to help you identify and retain more members, find and close high quality loans, and better assess account risk to minimize

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Estes Bridgewater & Ogden CPAs

901 S 2nd St # 300 | Springfield, IL 62704

Phone: 2175288473
http://ebocpa.com

Service Areas: Audit/CPA

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Ewart & Associates, LLC

7480 Fairway Drive, Suite 205 | Miami Lakes, FL 33014

Edwin W Ewart Jr.
Managing Partner
305-798-5400

Phone: 3055574683 | Fax: 3056754681
http://www.ewartcpa.com

Service Areas: Audit/CPA, Compliance, Consulting

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Excel Financial Group

600 West Broadway Suite 2000 | San Diego, CA 92101

Joanna Brost
Financial Advisor

Phone: 619-557-4751 | Fax: 619-557-4710

Service Areas: Consulting

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Experian

475 Anton Boulevard | Costa Mesa, CA 92626

Lisa Bonenfant
Vice President, Sales
508-618-1320

Phone: 8884141120
http://www.experian.com/credit-unions/credit-unions.html

Service Areas: Lending, Compliance, Enterprise Risk Management (ERM)

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Federal Home Loan Bank of Des Moines

801 Walnut St Suite 200 | Des Moines, IA 50309

Angela Richards
Communications Manager
800-544-3452

Phone: 8005443452 | Fax: 5156991287
fhlbdm.com

Service Areas: Lending, Mortgages, Asset/Liability Management (ALM)

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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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Ferrin & Company, LLC

PMB 503, 1905 W 4700 South | Salt Lake City, UT 84118

Bart Ferrin
CPA

Phone: 8018402220
http://ferrincpa.com

Service Areas: Audit/CPA

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Filene Research Institute

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

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FIMAC Solutions, LLC

5299 DTC Blvd, Suite 950 | Greenwood Village, CO 80111

Bob Davidson
V.P. Marketing & Sales
(887) 322-1880

http://www.fimacsolutions.com

Service Areas: Asset/Liability Management (ALM), Audit/CPA

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Financial Core Strategies

7801 Hardwick Place | Fishers, IN 46038

Rick Shockley
President
317-578-4669

http://www.fincorestrategies.com

Service Areas: Data Processing, Technology Consulting, Consulting

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Financial Finesse

360 Kansas St | San Francisco, CA 94103

Tanya Samuels
Publicist

Phone: 310 802 6855 | Fax: 310 379 6260
http://www.financialfinesse.com

Service Areas: Consulting

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Financial Standards Group, Inc.

6447 W Highway 146 | Crestwood, KY 40014

Robin Rivers CPA
Manager Auditing Services
(887) 322-1880

Phone: (800) 776-1393 | Fax: (510) 527-4065
http://www.financialstandardsgroup.com

Service Areas: Audit/CPA

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Finley & Cook

601 N. Broadway | Shawnee, OK 74801

Tim Barnes
Partner
(405) 395-5000

Phone: 4053955000 | Fax: 4953953000
http://www.finley-cook.com

Service Areas: Audit/CPA

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FinSer Corporation

106 S St Mary's St | San Antonio, TX 78205

Debbie McCown
Senior Vice President
210-224-5492

https://www.finser.com/

Service Areas: Asset/Liability Management (ALM), Investment Accounting

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Fisher, Herbst and Kemble, PC

4242 Medical Drivesuite 5100 | San Antonio, TX 78229

Bruce Howard
Director, Business Development

Phone: 210-614-2284 | Fax: 210-614-2285
http://www.fhkcpa.com

Service Areas: Audit/CPA

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Floyd Tapia and Associates

3002 S Jefferson Avenue Suite 2019 | Saint Louis, MO 63118

Jon Floyd
Principal
314-433-3013

http://www.floydtapia.net/credit-repair

Service Areas: Financial Literacy, Social Media, Legal Services

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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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Gallagher Captive Services

2 Pierce Place | Itasca, IL 60143

Amy Galluppi
Account Executive

http://www.ajg.com/captives

Service Areas: Institutional Insurance

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Galusha Higgins & Galusha, P.C.

910 N. Last Chance Gulch | Helena, MT 59601

Nathan D. McCarthy
CPA

Phone: 4064425520 | Fax: 4064577245
http://www.ghg-cpa.com

Service Areas: Audit/CPA

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Gardiner + Company

10555 New York Avenue Suite 200 | Des Moines, IA 50322

Dennis Gardiner
Partner
(515) 270-1446

https://www.gardinercpa.com

Service Areas: Audit/CPA

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GBQ Partners, LLC

230 W. St. Ste. 700 | Columbus, OH 43215

Scott H. Runyan
Director
614-947-5272

Phone: (614) 947-5291
http://gbq.com/

Service Areas: Technology Consulting, Audit/CPA, Compliance

With over 250 associates and offices in Ohio and Indiana, GBQ provides proactive audit, compliance, IT and management consulting services to the credit union industry. We have a team of professionals that exclusively serves credit unions, offering a diver

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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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Grant Thornton LLP

175 West Jackson Boulevard 20th Floor | New York, NY 10017

James C. Norfleet
Partner

Phone: 3128560200 | Fax: 3126028099
http://www.grantthornton.com

Service Areas: Audit/CPA

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Gray Owl Network

8 Mill & Main Place | Maynard, MA 1754

Phone: 9786372300
http://www.grayowlnet.com

Service Areas: Market Research, Credit Union Research

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Great Minds, Inc.

658 Blue Heron Way | Highlands Ranch, CO 80129

Kirk Harris
Kirk Harris
801-403-0979

Phone: 303-249-9696
http://www.greatminds.com

Service Areas: Business Lending, CRM/MRM, Document Imaging, IT Outsourcing, Consulting

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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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Griffin & Furman, LLC

850 North Causeway Blvd., Suite 200, | Mandeville, LA 70448

Stephen Griffin
Managing Partner

Phone: 9857279924 | Fax: 9857279975
http://www.griffinandco.com

Service Areas: Audit/CPA

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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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H & R Block

4400 Main Street | Kansas City, MO 64111

Amy Roberts
Manager, Strategic Relationships

http://www.hrblock.com

Service Areas: Audit/CPA

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Halo Branded Solutions

Regional Address 4710 Land O Lakes Blvd. Suite 17-111 | Land O Lakes, FL 34639

Leslie Rowe
National Marketing & Branding Exec
813-810-3876

https://www.Halo.com/LRowe

Service Areas: Advertising, Branding, Direct Marketing, Promotions/Incentives, Consulting

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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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Hauser Jones & Sas

10940 Ne. 33rd Pl. 100 | Bellevue, WA 98004

Roger A. Jones, CPA
Partner
4258891778

Phone: (425) 890-4932
http://www.hauserjonesandsas.com/

Service Areas: Audit/CPA, Compliance, Mergers

Hauser Jones & Sas was established to serve the audit, tax and regulatory compliance needs of credit unions. Service to community runs through our veins, and with that comes a deep sense of appreciation and responsibility to serve our clients with honesty

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Hayes & Associates, L.L.C.

1015 N. 98th Street, Suite 200 | Omaha, NE 68114

Tumi Oluyole
Senior Manager
402-390-2480

Phone: 4023902480
http://www.hayes-cpa.com/

Service Areas: Audit/CPA, Compliance, Consulting

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Healthcare Credit Unions International

4320 Deerwood Lake Parkway Suite 101-455 | Jacksonville, FL 32216

Maury Pilver
President

Phone: 9044426750
http://www.hcui.coop

Service Areas: Associations

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Health-Lync, LLC

2350 N UNiversity Drive #840108 | Pembroke Pines, FL 33084

Rani Guptar
CEO
954-655-9127

Phone: 9546559127

Service Areas: Operations, Consulting, Strategic Planning

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Heber Fuger Wendin, Investment Advisors

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

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Hiram H. Hollifield

1317 Hickory Valley Road | Chattanooga, TN 37421

Hiram Hollifield
CPA

Phone: (800) 572-7359

Service Areas: Audit/CPA

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HireSafe Employment Background Screening

300 Orchard City Drive, Suite 130 | Campbell, CA 95008

Alfred Firato
President & CEO
888-792-4473

Phone: 888-792-4473
http://www.hiresafe.com

Service Areas: Asset/Liability Management (ALM), Compliance, Consulting

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Hitec Laboratories, Ltd.

233 Needham St Ste 300 | Newton, MA 02464

Paul Tucker
Regional Manager

http://www.hiteclabs-us.com

Service Areas: Compliance

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HoganTaylor LLP

6120 South Yale Suite 1200 | Tulsa, OK 74136

Richard Wright
Audit Partner

http://www.hogantaylor.com

Service Areas: Audit/CPA

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Home Detective Company, Inc.

P.O. Box 18137 | Colfax, NC 27235

Gary B. Deese
Director

Phone: 8003347674 | Fax: 0077822067
http://www.homedetectivecompany.com

Service Areas: Auto Recovery, Auto Remarketing, Enterprise Risk Management (ERM)

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Howard & Howard Attorneys PLLC

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

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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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Hughes, Watters & Askanase, LLP

1415 Louisisana 37th Floor | Houston, TX 77002

Carolyn Taylor
Partner

Phone: 7137590818 | Fax: 7137596834
http://www.hwallp.com

Service Areas: Legal Services

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Humanidei + O'Rourke

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 is a human capital strategies firm that works with credit unions to create more inclusive cultures. Humanidei helps credit unions design and implement plans for large-scale DEI integration that creates this expanded relevance, while f

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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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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.

| 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 600 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

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ICONA

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

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Idaho Credit Union League

PO Box 5158 | Boise, ID 83705

Alan Cameron
President

Phone: 2083434841 | Fax: 2083434869
http://www.idahocul.org

Service Areas: State League/Association

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IDology, Inc.

280 Interstate North Circle SE | Atlanta, GA 30339

Jim Mitchell
VP of Sales

http://www.idology.com

Service Areas: Compliance

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iMoneyNet (Money Fund Report)

One Research Drive | Westborough, MA 01581

Peter Crane
VP & Managing Editor

Phone: 1-508-616-6600 | Fax: 1-508-616-5511
http://www.imoneynet.com

Service Areas: Credit Union Research

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Imprivata

10 Maguire Road Suite 210 | Lexington, MA 02421

Laura Carson
Director, Marketing Manager

Phone: 7816742700
http://www.imprivata.com

Service Areas: Enterprise Risk Management (ERM)

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Inclusiv

39 Broadway, Suite 2140 | New York City, NY 10006

Pamela Owens
President/CEO

Phone: 2128091850 | Fax: 2128093274
http://www.cdcu.coop/, www.inclusiv.org

Service Areas: Associations

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Indirect Lending Solutions LLC

P.O. Box 190012 | North Charleston, SC 29419

Will McGregor
President

Phone: 8435695009 | Fax: 8437457009
http://www.iltech.us

Service Areas: Auto, Indirect Auto Lending, Lending, Technology, Consulting

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inFUSION Group

P.O. Box 1429 | Southgate, MI 48195

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

1010 Sir Barton Court | Naperville, IL 60540

John Redding
President

http://www.creditunionplanning.com

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

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Insuritas

One Hartfield Blvd, Suite 301 | East Windsor, CT 06088

Maxine Moody
Director Corporate Sales

Fax: 8606531154
http://www.insuritas.com

Service Areas: Member Insurance, Institutional Insurance

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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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INVEST Financial

8745 Henderson Road, Suite 300 | Tampa, FL 33634

Jonathan DeMayo
Business Development Specialist
813-880-5276

Phone: 813-880-5276 | Fax: 813-890-6411
http://www.investfinancial.com

Service Areas: Financial Literacy, Member Estate Planning, Member Financial Planning, Member Insurance, Compliance

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IQR Consulting

1300 Valley House Dr. Suite 100-13 | Rohnert Park , CA 94928

Phone: (707) 921-7071
http://iqrconsulting.com/

Service Areas: Card Portfolio Management, Market Research, Technology Consulting, Consulting

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Isaak Bond Investments Inc. Credit Union Services Division

600 17th Street, South Tower Suite 2610 | Denver, CO 80202

Timothy Thomas
Director Credit Union Services

Phone: 3036237500 | Fax: 3036238120
http://www.isaakbond.com

Service Areas: Institutional Investments

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iSoftware4Banks, Inc

11231 NW 20th St, Suite 140 - 337 | Miami, FL 33172

Vincent Raniere
CEO
305-588-9825

Phone: 305-588-9825
https://is4banks.com

Service Areas: Operations, Technology, Consulting

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J. Tenbrink & Associates

11272 S. Ridgeview Rd. | Olathe, KS 66061-0000

Jerry Tenbrink
Owner

Phone: 9138946214
http://www.jtacucpa.com/

Service Areas: Audit/CPA

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J.R. Bruno & Associates - SBA/Member Business Lending Outsource

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

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James N. Jordan, CPA, LLC

P.O. Box 86761 | Baton Rouge, LA 70817

James Jordan

Phone: 2253577645 | Fax: 2257565101
http://jamesjordancpa.com

Service Areas: Audit/CPA

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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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John Kho Consulting Inc.

1910 N. 76th Ave. | Elmwood Park, IL 60707

http://johnkhoconsulting.com

Service Areas: Advertising, Branding, Direct Marketing, Consulting

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Jordan Industries International, Inc.

1751 Lake Cook Road | Deerfield, IL 60015

Valerie Jordan
President

Phone: 803-932-9540 | Fax: 803-945-2233
http://www.jordanandjordan.com

Service Areas: Consulting

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Jumbo CD Investments, Inc.

P.O. Box 454 | Dixon, CA 95620

Chris Duncan
National C.D Specialist

http://www.jumbocdinvestments.com

Service Areas: Consulting

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Jumbo Rate News

P.O. Drawer 145510 | Coral Gables, FL 33114

Caroline Jervey
Editor

Phone: 800-388-6686 | Fax: 800-230-9569
http://www.jumboratenews.com

Service Areas: Consulting

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Junkermier Clark Campanella Stevens

501 Park Drive South | Great Falls, MT 59403

Jerry L. Lehman
CEO

Phone: 4067612820 | Fax: 4067612825
http://www.jccscpa.com

Service Areas: Audit/CPA

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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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Kaufman & Canoles

150 W. Main Street | Norfolk, VA 23510

Andy Keeney
Attorney, Chair of the Credit Union Team

Phone: 757-624-3153 | Fax: 757-624-3169
http://www.kaufcan.com

Service Areas: Legal Services

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Kentucky Corporate Federal Credit Union

3615 Newburg Road | Louisville, KY 40218

Jim Thompson
President

Phone: 5024596110 | Fax: 5024598027
http://www.kycorp.org

Service Areas: Corporate Credit Union

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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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Korn Ferry

1900 Avenue of the Stars Ste. 2600 | Washington, DC 2036

Mike Juratovac
Market Leader, North America Financial Services Pr
310-226-6328

Phone: 8006334410
https://www.kornferry.com/

Service Areas: Employee Benefits & Compensation, Executive Recruitment, Consulting

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KPMG

345 Park Ave | New York, NY 10154

Phone: (202) 533-3000 | Fax: (202) 533-8500
http://www.us.kpmg.com

Service Areas: Audit/CPA

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Kwock & Company CPAs

1585 Kapiolani Boulevard #1625 | Honolulu, HI 96814

Phone: (808) 942-9898

Service Areas: Audit/CPA

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Langan Enterprises, Inc.

7380 Sand Lake Road Suite 500 | Orlando, FL 32819

Joshua Schafer
Vice President - Operations

http://www.langanenterprises.com

Service Areas: Compliance

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Latis Networks, Inc.

100 Superior Plaza Way Suite 200 | Superior, CO 80027

Scott Kline
Sales Representative

http://www.stillsecure.com

Service Areas: Compliance

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Law Offices Of A. Lysa Simon

17134 Devonstire Suite 202 | Northridge, CA 91325

A. LYSA SIMON
ATTORNEY AT LAW

http://www.culawyer.com

Service Areas: Auto Recovery, Collections, Legal Services

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LCS Financial Services Corporation

6782 S. Potomac Street, Suite 100 | Centennial, CO 80112

Trina Larson
AVP of Business Development
720-221-5792

Phone: 720-221-5792
http://www.lcsfin.com/

Service Areas: Auto, Collections, Student Lending, Legal Services

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League of Southeastern Credit Unions

22 Inverness Center Parkway, Suite 200 | Birmingham, AL 35242

Alan Babcock
Vice President Strategic Partnerships
8505581102

Phone: 2059919710 | Fax: 2059912576
http://lscu.coop

Service Areas: Credit Card Processing, Website Design, Audit/CPA

LEVERAGE, the Service Corporation for the League of Southeastern Credit Unions, is the business services provider that leverages credit union system resources, relationships, and industry knowledge for optimal performance and sustained growth of its clien

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Legal Access Plans, LLC

2401 Fountainview Suite 300 | Houston, TX 77057

Rebekah Bingham
Assistant Vice President, Marketing

http://www.legalaccessplans.com

Service Areas: Legal Services

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LenderSelect Mortgage Group

804 Moorefield Park Dr. Ste. 102 | Richmond, VA 23236

Cameron Gray
Marketing Creative
804-977-2393

Phone: (804) 773-3235
http://www.lenderselectmortgage.com

Service Areas: Mortgage Processing, Mortgages, Compliance

LenderSelect Mortgage Group is a full-service mortgage provider committed to empowering community lenders with the necessary tools for growing a profitable mortgage platform. As a Fannie Mae, Freddie Mac and Ginnie Mae approved lender, LenderSelect's coll

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Lending Solutions Consulting, Inc

180 W. Campbell St. | Arlington Heights, 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 hi

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Leu, Okuda & Leu

222 Merchant Street | Honolulu, HI 96813

Lester Leu
Partner

Phone: 808 538-1921 | Fax: 808 523-9585
www.leu-okuda.com

Service Areas: Legal Services

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LFE Institute

Plaza Towers - Suite 312 1736 E. Sunshine | Springfield, MO 65804

Alice Whinnery
President & CEO

Phone: 4178893700 | Fax: 4178893714
http://www.lfeinstitute.com

Service Areas: Consulting

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Lillie & Company

P.O. Box 570 | Sunbury, OH 43074

Steve Lillie
Partner
740-965-2294

Phone: (740) 965-2294 | Fax: 7409651891
http://www.lilliecpa.com

Service Areas: Audit/CPA, Compliance, Mergers

Lillie & Company was founded in 2003 to serve credit unions as an industry-specific audit firm. Our deep knowledge of the credit union industry and large network of credit union professionals augments your management team and expands your resources. We ta

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Lincoln Financial Advisors

350 Church Street Mmc1 | Hartford, CT 06103

Edward Rubio
National Director, Advisor Direct

http://www.lfaonline.com

Service Areas: Consulting

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Louisiana Corporate Credit Union

3500 North Causeway Boulevard, Suite 1510 | Matairie, LA 70002

David Savoie
President/CEO
800-421-7030

Phone: 5048388250 | Fax: 5048388822
http://www.lacorp.com/

Service Areas: Corporate Credit Union

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LPC Services, Inc.

1393 Veterans Memorial Highway | Hauppauge, NY 11788

Ray Amereno
Director

Phone: 800-645-5424 | Fax: 631-979-0448

Service Areas: Institutional Investments

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LPL Financial Services

9785 Towne Centre Drive | San Diego, CA 92121

James Norwood
V.P., Financial Institution Services

Fax: 7043764476
http://www.joinlpl.com

Service Areas: Financial Literacy, Member Insurance, Consulting

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Luse Gorman Pomerenk & Schick

5335 Wisconsin Ave #780 | Washington, DC 20015

Richard Garabedian
Partner

http://www.luselaw.com

Service Areas: Legal Services

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Lyons Commercial Data

9801 Washingtonian Boulevard, Suite 200 | Gaithersburg, MD 20878

Susan Thompson
Director of Client Services

http://www.lyonsreg.com

Service Areas: Credit Union Research

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Macpage, LLC

227 Water Street | Augusta, ME 04338

Mark Ayers
(207) 831-8728

Phone: 2078318728
http://www.macpage.com

Service Areas: Audit/CPA

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MACUMA

1300 Piccard Drive Suite LL 14 | Rocklville, MD 20850

Connie Hackney
Executive Director

Phone: 2025816900 | Fax: 5406687259
http://www.macuma.org

Service Areas: Associations

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Madison Investment Advisors

550 Science Dr. | Madison, WI 53711

Bob Lindner
Vice President - Dir. CU Business Development
608-216-9196

Phone: (608) 274-0300
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 solutio

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Madison National Life Insurance Co.

P.O. Box 5008 | Madison, WI 53704

Dick Watts
Vice President

http://www.madisonlife.com

Service Areas: Institutional Insurance

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Maple Street, Inc.

280 Wekiva Springs Road, Ste 3000 | 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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Mark H. Smith, Inc.

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/

Service Areas: Asset/Liability Management (ALM), Consulting, Strategic Planning

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Market Rates Insight, Inc.

P.O. Box 9107 | San Anselmo, CA 94960

Cory West
National Sales Director

http://www.marketratesinsight.com

Service Areas: Asset/Liability Management (ALM)

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Massachusetts Credit Union Share Insurance Corp.

233 Needham Street, Suite 510 | Newton, MA 02464

John Buddle
President/CEO

http://www.msic.org

Service Areas: Institutional Insurance

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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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Mauldin & Jenkins

200 Galleria Parkway, Suite 1700 | Atlanta, GA 30339

Kris Trainor
Partner
(800) 277-0080

Phone: 7709558600
http://www.mjcpa.com

Service Areas: Audit/CPA

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McGuire Performance Solutions, Inc.

25250 North 92nd Street | Scottsdale, AZ 85255

Jeff Wildenthaler
SVP, Sales & Marketing

Phone: 480-556-6771 | Fax: 480-556-6772
http://www.mpsaz.com

Service Areas: Asset/Liability Management (ALM)

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Member Loyalty Group LLC

1825 N Winnebago Ste.301 | Chicago, IL 60647

Michelle Bloedorn
CEO
773-252-4901

Phone: 7732524901
http://www.memberloyaltygroup.com

Service Areas: Loyalty/Reward Programs, Membership Surveys, Performance Benchmarking

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MemberMap LLC

1375 Thornbird Dr. | Cincinnati, OH 45230

Steve French
President

Phone: 5132975200 | Fax: 5132416676
http://www.membermap.com

Service Areas: Consulting

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Members Trust Company

14025 Riveredge Drive, Suite 280 | Tampa, FL 33637

Sheldon Reynolds
Vice President Trust and Investments
888-727-9191

Phone: 8136005245 | Fax: 8139087053
http://www.memberstrust.com

Service Areas: Member Estate Planning, Retail Investments, Institutional Investments

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Mengel, Metzger, Barr & Co. LLP

100 Chestnut St. Suite 1200 | Rochester, NY 14604

Raymond Jacobi Jr.
CPA
(585) 423-1860

Phone: 5854231860 | Fax: 5856721942
http://www.mengelmetzgerbarr.com

Service Areas: Audit/CPA

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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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Messick Lauer & Smith P.C.

211 N. Olive Street | Media, PA 19063

Guy A. Messick

Phone: 6108919000
http://www.cusolaw.com

Service Areas: Legal Services

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Meyer-Chatfield Group

261 Old York Road Suite 604 | Jenkintown, PA 19046

Phone: 2158845273
http://www.meyerchatfield.com/

Service Areas: Executive Benefits & Compensation, Institutional Insurance, Institutional Investments

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MIAC

521 5th Ave, 6th floor | New York, NY 10175

Daniel Thomas
Managing Director
212-233-1250

Phone: 212-233-1250
https://www.miacanalytics.com

Service Areas: Loan Participations, Mortgages, Asset/Liability Management (ALM)

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Michigan Credit Union League

P.O. Box 8054 | Lansing, MI 48933

Dave Adams
President

Phone: 8002626285 | Fax: 5174823762
http://www.mcul.org

Service Areas: State League/Association

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Millennium Corporate Credit Union

8615 West Frazier Street | Wichita, KS 67212

Larry Eisenhauer
President

Phone: 3167212600 | Fax: 3167222025
www.millenniumcorporate.org

Service Areas: Corporate Credit Union

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Mississippi Credit Union Association

1400 Lakeover Road, Suite 200 | Jackson, MS 39213

Charles Elliot, Jr.
President

Phone: 6019814552 | Fax: 6019814564
http://www.mscua.com

Service Areas: State League/Association

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Mitchell, Stankovic & Associates

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

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Momentum

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

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Montana Credit Union Network

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

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Moody's Investors Service

7 World Trade Center at 250 Greenwich St., 14th Floor | New York, NY 10007

Bob Stoddard
Vice President/Regional Marketing Manager

Phone: 415 874-6000 | Fax: 415 874-6799
http://www.moodyskmv.com

Service Areas: Enterprise Risk Management (ERM)

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Morgan Stanley, Rachel Laug

5122 Cascade Road SE | Grand Rapids, MI 49546

Rachel Laug, Financial Advisor
Morgan Stanley Smith Barney LLC. Member SIPC
616-771-6070

Phone: 616-771-6070
https://advisor.morganstanley.com/the-laug-group

Service Areas: Employee Benefits & Compensation, Executive Benefits & Compensation, Institutional Investments

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Moss Adams, LLP

1999 Broadway, Suite 4000 | Denver, CO 80202

Danielle Johns
Marketing Specialist
303-294-7772

Phone: 303-294-7772
https://www.mossadams.com/cu

Service Areas: Technology Consulting, Audit/CPA, Compliance

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Mountain West Credit Union Association

1009 Grant Street | Denver, CO 80203

Scott Earl
President/CEO
7204793201

Phone: 7204793200 | Fax: 6022419642
http://www.mwcua.com

Service Areas: State League/Association

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Multi-Bank Securities, Inc.

28411 Northwestern Highway Suite 1350 | Pleasant Ridge, MI 48069

Darryl Maccagnone
National Sales Manager

Fax: 2482911101
http://www.mbssecurities.com/

Service Areas: Institutional Investments

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MyCarms

Level 4 / 33 Pirie Street | Adelaide 5000

Donald Halley
Sales

Phone: 8886643671
http://www.mycarms.com.au

Service Areas: Compliance, Enterprise Risk Management (ERM)

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Myvesta.org

6 Taft Court Suite 301 | Rockville, MD 20850

Lisa Barber
Business Development

http://www.myvesta.org

Service Areas: Consulting

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Nacha

2550 Wasser Terrace, Suite 400 | Herndon, VA 20171

Melissa Jones
703-561-1100

Phone: 703-561-1100
https://www.nacha.org

Service Areas: Associations, Consulting

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NACUSO

3419 Via Lido, #135 | Newport Beach, CA 92663

Jack Antonini
President

Phone: 9496455296 | Fax: 9496455297
http://www.nacuso.org

Service Areas: Associations

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NAFCU

3138 10th Street North | Arlington, VA 22201

David Carrier
Chief Economist
703-842-2232

Phone: 800-344-5580 | Fax: 703-524-1082
http://www.nafcu.org

Service Areas: Associations

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NAFCU Services Corp.

3138 N. 10th Street Suite 300 | Arlington, VA 22201

David C. Frankil
President

Phone: 7035224770
http://www.nafcu.org/nafcuservices

Service Areas: Associations

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Nagel CPAs, LLC

2240 Grande Blvd. SE, Suite 103 | Rio Rancho, NM 87124

Phone: 505-898-2558
http://www.nagelcpa.us/

Service Areas: Asset/Liability Management (ALM), Audit/CPA

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NASCUS

1655 N. Fort Myer Dr. Ste. 650 | Arlington, VA 22209

Alicia Valencia Erb
Vice President, Member Relations
703-528-8351

Phone: (703) 528-8351 | Fax: 7035283248
http://nascus.org

Service Areas: Associations

NASCUS, the National Association of State Credit Union Supervisors, is the national association that advocates for a strong and healthy state credit union system, and whose members include state regulatory agencies, credit unions, credit union leagues, an

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National Association of Credit Union Chairmen

P.O. Box 160 | Del Mar, CA 92014

Celeste Shelton
Executive Director

Phone: 8587923883 | Fax: 8587923884
http://www.nacuc.org

Service Areas: Associations

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National Cooperative Bank

2011 Crystal Dr. Ste. 800 | Arlington, VA 22202

Bill Stewart
VP & Credit Union Market Leader
772-597-2356

Phone: 7725972356 | Fax: 7725972357
http://www.ncb.coop

Service Areas: Loan Participations, Online Banking, Corporate Credit Union

National Cooperative Bank (NCB) is a leading provider of banking products and services to cooperative enterprises across the United States. Given our shared cooperative roots, credit unions and NCB have had a mutually beneficial relationship since NCB's i

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National Council of Firefighter Credit Unions Inc.

3741 De Garmo Lane | Miami, FL 33133

Grant Sheehan
President/CEO
305-951-3306

Phone: 3057553302
http://www.ncofcu.org

Service Areas: Associations

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National Council of Postal Credit Unions

P.O. Box 160 | Del Mar, CA 92014

Robert Spindler
Executive Director

Phone: 8587923883 | Fax: 8587923884
http://www.ncpcu.org

Service Areas: Associations

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National Credit Union Foundation

5710 Mineral Point Road | Madison, WI 53705

Gigi Hyland
Executive Director

Phone: 800-356-9655
http://www.ncuf.coop

Service Areas: Financial Literacy, Associations

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National Credit Union Management Association

P.O. Box 333 | Cumming, GA 30041

Kathy Anchors-Budd
President & CEO
678-777-7463

http://www.ncuma.com

Service Areas: Board Education, Employee Training, Associations

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Nearman, Maynard, Vallez, CPAs & Consultants, PA

10661 North Kendall Drive, Suite 201 | Miami, FL 33176

Chris Vallez, CPA, MBA
Partner
800-288-0293

Phone: 800-288-0293
http://www.nearman.com/

Service Areas: Audit/CPA, Compliance, Consulting

Since 1979, Nearman, Maynard, Vallez, CPAs has provided auditing and consulting services exclusively to credit unions. Our dedication to the industry has given us the unique ability to provide exceptional service at a reasonable price. Our services includ

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Nebraska Credit Union League

4885 S. 118th Street, Suite 150 | Omaha, NE 68137

Scott Sullivan
President

Phone: 4023339331 | Fax: 4023339431
http://www.nebrcul.org

Service Areas: State League/Association

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New York Credit Union Association

P.O. Box 15118 | Albany, NY 12205

William J. Mellin
President/CEO

Phone: 8003429835 | Fax: 5184378284
https://nycua.org/

Service Areas: State League/Association

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NewGround Resources

15450 South Outer Forty Dr. Suite 300 | Chesterfield, MO 63017

Erica Zumstein
Business Development Administrator

Phone: 6368988100
http://www.newground.com

Service Areas: Facility Design & Build, Consulting

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Next Branch Strategies

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

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Next Step

6000 Metrowest Blvd.,Suite 107 | Orlando, FL 32835

Linda Vick
Executive Vice President

Phone: 4079268250
http://www.nextstepinc.com

Service Areas: Technology, Technology Consulting, Consulting

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Nice Enterprises Inc.

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

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Nordstrom, Nees & Janecek, P.S.

S 323 Pines Rd. | Spokane, WA 99206

Ted Schott
Attorney

Phone: (509) 924-9800 | Fax: (509) 924-9923

Service Areas: Legal Services

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Northwest Credit Union Association

13221 SW 68th Pkwy, Suite 400 | Tigard, OR 97223

Troy Stang
President/CEO

Phone: 8009959064 | Fax: 8779286397
http://www.nwcua.org

Service Areas: State League/Association

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Oaktree Financial Advisors

12900 N. Meridian Street Suite 300 | Carmel, IN 46032

Ed Snyder
President

http://www.oaktreeadvisors.com

Service Areas: Consulting

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Objective Advisors

1101 Capital of TX Highway, South, Building K, Suite 250 | Austin, TX 78746

Michelle Flynn
President

Phone: 5123010001 | Fax: 5123010006
http://www.objective-advisors.com

Service Areas: Asset/Liability Management (ALM), Consulting, Institutional Investments

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OM Financial Group

101 Federal St. Ste. 800 | Boston, MA 2110

Morgan McKinney
Executive Benefit Consultant
5166390556

Phone: (918) 315-0960
http://www.om-financial.com

Service Areas: Employee Benefits & Compensation, Mergers

OM Financial Group is an executive benefit consulting firm that specializes in providing sound advice to credit unions about Supplemental Executive Retirements Plans (SERPs) for their key executives. OM pioneered Collateral Assignment Split Dollar (SERP)

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Oppenheimer & Co. Inc.

1400 Abbott Rd. Ste. 140 | East Lansing, MI 48823

Mark B. Wickard
Managing Director - Investments
5173337760

Phone: (517) 333-7762 | Fax: 5173337780
https://www.oppenheimer.com/thecreditunionisg/

Service Areas: Board Education, Loan Participations, Institutional Investments

Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. is an Institutional Fixed Income Consulting Group helping Credit Unions (CUs) throughout the country address the unique needs of their investment portfolios. At Oppenheimer, we understand th

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Orth, Chakler, Murnane & Co. CPAs, P.A.

12060 SW 129 Court, Suite 201 | Miami, FL 33186

Douglas Orth
Managing Partner

Phone: (888) 676-3447 | Fax: (305) 232-8388
http://www.ocmcpa.com

Service Areas: Audit/CPA

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P360

28202 Cabot Road, Suite 225 | Laguna Niguel, CA 92677

Carl Meiswinkel
President
949-347-7700

Phone: 9493477700 | Fax: 9493477701
http://www.p360inc.com

Service Areas: Lending, Mortgages, Consulting, Enterprise Risk Management (ERM), Mergers

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Padden, Guerrini & Associates, P.C.

3425 Simpson Ferry Road | Mechanicsburg, PA 17055

Kain Guerrini
Partner
(717) 763-1644

Phone: 7177909333 | Fax: 7177631646
http://www.pgacpas.com

Service Areas: Audit/CPA

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Padgett Stratemann & Co

100 NE Loop 410 Suite 1100 | San Antonio, TX 78216

Jenise Dounson
CPA
(210) 828-6281

Fax: 2108268606
http://www.padgett-cpa.com

Service Areas: Audit/CPA

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Para-Protect

1208 Stone Falls Way | Great Falls, VA 22066

Debbie Graham
Account Executive

Phone: 877-925-7272 | Fax: 949-759-9406
www.para-protect.com

Service Areas: Compliance

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Pay Lynxs

1020 SW Taylor Street | portland, OR 97209

Phone: 503-477-1702
https://paylynxs.com

Service Areas: Technology, Virtualization/Cloud Services, Compliance

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PBMares, LLP

150 Boush Street, Suite 400 | Norfolk, VA 23510

Harvey Johnson
Partner
(757) 627-4644

Phone: 7576274644 | Fax: 7576279444
https://www.pbmares.com/

Service Areas: Audit/CPA

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Pearce, Bevill, Leesburg, Moore, P.C.

2129 First Avenue North | Birmingham, AL 35203

Glenn Bridges
(205) 323-5440

Phone: (205) 323-5440 | Fax: (205) 328-8523
http://www.pearcebevill.com

Service Areas: Audit/CPA

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Pence and MacMillan LLC

129 East Carlson | Cheyenne, WY 82009

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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Pinnacle Financial Strategies

1235 North Loop West Suite 800 | Houston, TX 77008

Jerry Hobson
Director of Sales

Phone: 1-866-737-1235 | Fax: 713-868-2251
http://www.pinnaclefinancialstrategies.com

Service Areas: Marketing, CRM/MRM, Enterprise Risk Management (ERM)

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Pivot Group

5555 Glenridge Connector Suite 200 | Washington, DC 20006

Kristen Zarcadoolas
Managing Director

http://www.pivotgroup.net

Service Areas: Compliance

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Pizer & Associates, P.C.

2049 Century Pike East Suite 1100 | Los Angeles, CA 90067

Brad Pizer

Phone: 3108439729
http://www.pizercorp.com/

Service Areas: Legal Services

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Plante Moran, PLLC

2601 Cambridge Ct. Suite 500 | Auburn Hills, MI 48326

Eric Formberg
Director

http://www.plantemoran.com

Service Areas: Audit/CPA

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Poole Huffman, LLC

315 W Ponce De Leon Ave. Suite 344 | Decatur, GA 30030

Phone: 4043734008 | Fax: 8887095723
http://poolehuffman.com/

Service Areas: Collections, Compliance, Legal Services

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Postlethwaite & Netterville

8550 United Plaza Blvd. Suite 1001 | Baton Rouge, LA 70809

Bill Balhoff
Managing Director
(225) 922-4600

Phone: 2259224600 | Fax: 2259224611
http://www.pncpa.com

Service Areas: Audit/CPA

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Pre-Paid Legal Services, Inc.

5405 Alton Pkwy 5a-444 | Irvine, CA 92604

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Service Areas: Legal Services

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PriceWaterhouseCoopers

1301 K Street, NW Suite 800W | Washington, DC 20005

Lori Scott
(971) 544-4000

Phone: 2403065650
http://www.pwc.com

Service Areas: Audit/CPA

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Primary Financial Company LLC

5131 Post Rd., Ste. 300, | Dublin, OH 43017

Chris Lewis
VP Director of Trading

Phone: 6148259392 | Fax: 6148259281
http://www.epfc.com

Service Areas: Institutional Investments

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Priority Financial Group

16150 N. Arrowhead Fountain Center Drive, #289 | Peoria, AZ 85382

Mike Prior
President/CEO
800-405-8850

Phone: 6023757384 | Fax: 6028438377
www.pfgteam.com

Service Areas: Member Estate Planning, Member Financial Planning, Member Retirement Planning, Retail Investments, Institutional Investments

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ProfitStars

1021 Central Expressway South | Lenexa, KS 66214

Tracy Almquist
Senior Marketing Manager
619-542-6951

Phone: 6195426951 | Fax: 8778277555
http://www.profitstars.com/

Service Areas: Bill Pay, Business Lending, Asset/Liability Management (ALM)

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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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Quadrant Risk Advisory

3815 River Crossing Pkwy, Suite 100 | Indianapolis, IN 46240

Rebecca Towne
President

Phone: 3175662112
https://quadrantrisk.com

Service Areas: Enterprise Risk Management (ERM)

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Quantivate

18915 142nd Avenue NE, Suite 140 | Woodinville, WA 98072

Andy Vanderhoff
President

Phone: 800-969-4107
http://www.quantivate.com

Service Areas: Enterprise Risk Management (ERM)

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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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RBC Dain Rauscher

25 Hanover Road | Florham Park, NJ 07932

Robert McCarthy
Senior Vice President

Phone: 800-322-3240 | Fax: 973-966-0309
https://www.rbcwm-usa.com/index.htm

Service Areas: Institutional Investments

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Redspin

Redspin, Inc. 6450 Via Real, Ste. 3 | Carpinteria, CA 93013

Deanna Grady
Director of Security Sales & Marketing

Phone: 8056846858
http://www.redspin.com

Service Areas: Compliance

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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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ReliaMax

2300 E 54th Street North | Sioux Falls, SD 57104

Tom Caulfield
Director of Sales
605-444-4845

Phone: 605-951-5169 | Fax: 605-271-1940
http://www.ReliaMax.com

Service Areas: Student Lending, Technology, Institutional Investments

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Reynolds Bone & Griesbeck PLC

5100 Wheelis Dr. Suite 300 | Memphis, TN 38117

Paul Pennebaker
CPA

Phone: 9016822431 | Fax: 9016835482
http://www.rbgcpa.com

Service Areas: Audit/CPA

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Richards & Associates

21520 Yorba Linda Blvd Suite G-516 | Yorba Linda, CA 92887

Michael Richards
Chief Executive Officer

http://richardscpas.com

Service Areas: Audit/CPA

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Riehlman, Shafer & Shafer

127 North Main Street | Cortland, NY 13045

Amanda Shaw
Attorney

Phone: (315)696-5238 | Fax: (315)696-0243
http://www.riehlmanshafer.com/joomla/index.php

Service Areas: Legal Services

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Rise Performance Group

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

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RK Hammer

850 Puesta Del Sol | Thousand Oaks, CA 91360

Robert Hammer
Chairman

http://www.rkhammer.com

Service Areas: Credit Cards, Consulting

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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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Robert Anderson & Company

138 Dodger Street | Beverly, MA 1915

Robert Anderson
President
(978) 232-9300

Phone: 9782329300 | Fax: 9782329625
http://www.creditunionaudit.com

Service Areas: Audit/CPA

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Robert C. Davis and Associates

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

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Rock Creek Management Advisors

4203 Kimbrelee Ct. | Alexandria, VA 22309

Stephen Breed
CEO
(202) 497-2982

Phone: (202) 497-2982
http://www.rockcreekmanagement.com/

Service Areas: Consulting, Performance Benchmarking, Strategic Planning

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 r

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Rowles & Company, LLP

101 E. Chesapeake Ave | Baltimore, MD 21286

James Higbee
Partner
(443) 725-5395

Fax: 4105837061
http://www.rowles.com

Service Areas: Audit/CPA

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RPC CPAs + Consultants

2700 San Pedro NE | Albuquerque, NM 87110

Kevin J. Koval, CPA, CFP, ABV
Senior Manager
505-883-2727

http://www.rpcllp.com

Service Areas: Audit/CPA, Consulting, Mergers

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RSM US LLP

30 S. Wacker Dr. | Chicago, IL 60606

Steven Marsden
Partner
415-848-5326

Phone: 8002743978 | Fax: 4158485353
http://rsmus.com

Service Areas: Audit/CPA, Compliance, Consulting

RSM is the leading provider of assurance, tax, and consulting services focused on the middle market, with nearly 13,000 professionals and associates in 84 U.S. cities and five locations in Canada. With more than 95 years of experience serving over 900 fin

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Rush, Marshall, Jones & Kelly, PA

P.O. Box 3146 | Orlando, FL 32802

David Jones
President

Phone: 4074255500 | Fax: 4074230554

Service Areas: Collections, Compliance, Legal Services

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Saltmarsh, Cleaveland & Gund

900 N 12th Avenue | Pensacola, FL 32501

Bill Massey
Shareholder
800-477-7458

http://www.saltmarshcpa.com

Service Areas: Asset/Liability Management (ALM), Audit/CPA, Compliance

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Sam Gott, Certified Financial Planner

3838 Medical Drive Suite 103 | San Antonio, TX 78229

Sam Gott
Owner

Phone: 9314849433
www.samgottcertifiedfinancialplanner.com

Service Areas: Consulting

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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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Saul Ewing LLP

1200 Liberty Ridge Drive | Wayne, PA 19087

Christopher J. Pippett
Partner

Fax: 610-722-3260
http://www.saul.com

Service Areas: Legal Services

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Securadigm

1343 Canton Road, Suite B3 | Marietta, GA 30066

Paresh Patel
Executive Vice President

Phone: 770-874-1490 | Fax: 770-874-2943
http://www.securadigm.com

Service Areas: Compliance, Enterprise Risk Management (ERM)

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Selden Fox, Ltd.

619 Enterprise Drive | Oak Brook , IL 60523

Sharon Gregor
Vice President and Shareholder

Phone: 630-954-1400 | Fax: 630-954-1327
http://www.seldenfox.com

Service Areas: Audit/CPA

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Shaw Systems Associates, Inc.

808 Moorefield Park Dr. Suite 210 | Richmond, VA 23236

Mike Moore
Senior Account Executive
804-272-3800

http://www.shawsystems.com

Service Areas: Auto, Auto Leasing, Business Lending, Collections, Consulting

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Shay Financial Services, Inc.

230 West Monroe Street Suite 2810 | Chicago, IL 60606

John Grosser
Managing Director
800-442-9825

http://www.shay.com

Service Areas: Institutional Investments

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SingerLewak

1777 S Harrison Street No. 1000 | Denver, CO 80210

Sheila Balzer
Partner
303-759-2727

https://singerlewak.com/

Service Areas: Audit/CPA

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SmartStep Solutions

701 N. Hwy. 281 Ste. E-388 | Marble Falls, TX 78654

Michael Brascom
CEO

Phone: (512) 428-4251
http://www.smartstepsolutions.com

Service Areas: Compliance, Consulting, Performance Benchmarking

SmartStep Solutions is a trusted provider of Courtesy Overdraft Privilege programs nationwide. Whether the Credit Union needs to start a new program or improve upon an existing one, SmartStep has a plan to increase financial performance, expand member par

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Smith Barta and Company

4501 Hills And Dales Road Nw | Canton, OH 44708

Doreen Smith
Partner
(330) 477-1075

Phone: 330-477-1075 | Fax: 330-477-6020
http://www.smithbarta.com

Service Areas: Audit/CPA

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Smoak Davis & Nixon, LLP

5011 Gate Parkway Building 100, Suite 300 | Jacksonville, FL 32256-0562

Patricia Neuendorf
Partner
(904) 396-5831

http://www.sdnllp.com

Service Areas: Audit/CPA

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Solutions in Finance, Inc

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

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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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SS&C Technologies Inc.

80 Lamberton Road | Windsor, CT 06095

Colleen Nelsen
SVP & GM

Fax: 8602984987
http://www.ssctech.com

Service Areas: Asset/Liability Management (ALM)

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St. Meyer and Hubbard

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

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Standard Analytical Service, Inc.

5960 Howdershell Rd., #101 | Saint Louis, MO 63042

Phone: 310-451-5767

Service Areas: Consulting

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State National Companies

1900 L Don Dodson Dr. | Bedford, TX 76021

Heather Clyde
Content Marketing Manager

Phone: 8008774567 | Fax: 8774008686
http://www.statenational.com

Service Areas: Technology, Compliance, Institutional Insurance

As the nation's premier portfolio protection specialist for almost 50 years, and the only provider who is also the underwriter, State National offers customized, cost-effective solutions with less paperwork, less time and effort required, and greater tran

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Stephen Lang & Associates

14323 S. Outer 40, Suite N205 | Chesterfield, MO 63017

Stephen Lang
Owner
(314) 205-8601

http://www.stephenlangcpa.com/

Service Areas: Audit/CPA

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Steven R. Bisker, Attorney at Law

5002 Margaret Court | Annandale, ON 22003

Steven Bisker
Attorney at Law

www.creditunionlaw.com

Service Areas: Legal Services

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Stevenson Insurance Services

10043 San Pablo Ct | Fountain Valley, CA 92708

Sharon Stevenson
President

Phone: 877-742-5416 | Fax: 714-968-9776

Service Areas: Institutional Insurance

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Stewart Associates, Inc.

321 Norristown Road | Ambler, PA 60123

Jill Didier
Marketing/Communications Manager

www.stewartassociates.com

Service Areas: Institutional Insurance

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Stifel Nicolaus

18000 West Sarah Lane Suite 180 | Brookfield, WI 53045

Thomas Lewis
Senior Vice President-Investments
517-381-1204

Phone: 2627926161
http://stifel.com

Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting

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Stifel Nicolaus & Company, Inc.

One Financial Plaza 501 North Broadway | Saint Louis, MO 63102

Andrew Okolski
Managing Director, Financial Strategies Group
800-645-5424

Phone: 8006455424 | Fax: 6319790448
http://www.1empire.com/

Service Areas: Loan Participations, Asset/Liability Management (ALM), Institutional Investments

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Strategic Contact, Inc.

9510 SW 151st Avenue | Beaverton, OR 97007

Lori Bocklund
President
503-579-8560

Phone: 5035798560
http://www.strategiccontact.com

Service Areas: Call Centers, Member Services, Consulting

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Strategic Resource Management (SRM)

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?

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Strategic Solutions

12015 July Ave N | Hugo, MN 55013

Jeanne Murphy
Founder & Growth Strategist
612-616-6861

http://www.strategicsolutions.org

Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting

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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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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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Summers Carroll Whisler CPAs

330 East Main St | Muncie, IN 47305

Michael G Whisler
Partner
765-289-7951

Phone: 7652897951 | Fax: 7657470718
http://www.scsew.com

Service Areas: Audit/CPA, Compliance, Consulting

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Sungard Availability Services

631 Park Avenue | King of Prussia, PA 19406

Eric Strohl
Vice President Planet Sales

Phone: 800-634-2016 | Fax: 610-768-4120
www.sungard.com

Service Areas: Enterprise Risk Management (ERM)

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Support EXP

830 E. Franklin St. | Centerville, OH 45459

Lew Thomson
Vice President Client Success
800-444-5465

Phone: 800-444-5465
http://www.supportexp.com

Service Areas: Mystery Shopping, Membership Surveys, Consulting

For over two decades, Support EXP has researched and innovated to help financial institutions optimize their CX performance, from Diagnosis to Differentiation. Our data-driven, comprehensive survey and mystery shop solutions; insight-rich data translation

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Support Insurance Systems Agency, Inc.

830 East Franklin St. | Dayton, OH 45459

Support Insurance Sales

Phone: 800-444-5465 | Fax: 937-434-9562
http://www.qualitycpi.com

Service Areas: Collections, Member Insurance, Institutional Investments

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Tactics Consulting

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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Talbot Financial Services, Inc.

1601 28th Street, Suite 300 | Boulder, CO 80301

Norm Howard
Execuitve Vice President

Service Areas: Institutional Investments

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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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Telos (Xacta Corporation)

19886 Ashburn Rd | Ashburn, VA 20147

Jerry Roley
VP Financial Services

http://www.xacta.com

Service Areas: Enterprise Risk Management (ERM)

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Tennessee Credit Union League

P.O. Box 21550 | Chattanooga, TN 37421

Fred Robinson
President

Phone: 4238992425 | Fax: 4238998726
http://www.yourleague.org

Service Areas: State League/Association

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Tera Link Systems

85-25 Aspen Place | New York, NY 11432

Ravee Shankar
Director

Phone: 6312369730 | Fax: 8668133227
www.teralinksystems.com

Service Areas: Audit/CPA

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The Baker Group, LP

1601 N.W. Expy. 20th Fl. | Oklahoma City, OK 73118

Mark D. Baumann
Managing Director
800-937-2257

Phone: 8009372257 | Fax: 4054157392
https://www.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 b

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The Evans Group

3104 E. Camelback Road # 436 | Phoenix, AZ 85016

Troy Evans
President, Professional Speaker and Author

Phone: 602-265-6855 | Fax: 602-285-1474
http://www.troyevans.com

Service Areas: Enterprise Risk Management (ERM)

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The Graham Law Firm, PLLC

416 North Stanton #430 | El Paso, TX 79901

Michael Graham
President
915-598-8885

Service Areas: Member Financial Planning, Member Retirement Planning, Asset/Liability Management (ALM), Compliance, Institutional Investments

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The Rochdale Paragon

8575 W. 110th Street, Suite 220 | Overland Park, KS 66210

Tony Ferris
Partner

Phone: 8004244951
https://www.rochdaleparagon.com/

Service Areas: Lending, Compliance, Enterprise Risk Management (ERM), Strategic Planning

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The Strawhecker Group

11605 Miracle Hills Dr | Omaha, NE 68154

Phone: 402-964-2617
http://www.thestrawgroup.com

Service Areas: Market Research, Consulting, Mergers

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Thompson, Greenspon and Co., P.C.

10694-A Crestwood Drive | Manassas, VA 20109

Bill Astrab
Manager

Phone: 703.385.8888 | Fax: 703.385.3940
http://www.tgccpa.com

Service Areas: Audit/CPA

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ToolCASE LLC

393 Inverness Parkway | Englewood, CO 80112

John Withaar
COO

Phone: 303-268-1477 | Fax: 303-268-8338
http://www.toolcase.com

Service Areas: Collections, Enterprise Risk Management (ERM)

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Torkildson Law Firm

2708 Regent St | Madison, WI 53705

Patricia Torkildson
Attorney

Phone: 608-441-9851 | Fax: 608-441-9851

Service Areas: Legal Services

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TPG Software, Inc.

5858 Westheimer Ste 300 | Houston, TX 77057

Slavek Rotkiewicz
President

http://www.tpgsoftware.com

Service Areas: Institutional Investments

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TransUnion

555 W. Adams St. | Chicago, IL 60661

Blake Woods
Sr. Advisor, Credit Unions
312-985-3715

Phone: 3129853715
https://www.transunion.com/creditunions

Service Areas: Lending, Marketing, Enterprise Risk Management (ERM)

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Tricorp Federal Credit Union

P.O. Box 1429 | Westbrook, ME 04092

Steve Roy
President

Phone: 2077610774 | Fax: 2077610873
http://www.tricorp.org

Service Areas: Corporate Credit Union

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Triscend NP

1100 PARKER SQUARE | Flower Mound, 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

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TriVerity & The Loan Service Center

26263 Forest Blvd. | Wyoming, MN 55092

Wendy Elieff
SVP Client Service & Marketing
877-505-7352

Phone: 8003771798
http://www.triverity.com

Service Areas: Employee Training, Collections, Consulting

TriVerity, a PSCU company, is a full-service collection agency managing non-performing and charged-off loans with a comprehensive menu of third-party collection services. Since 1990, TriVerity has worked with over 2,700 financial institutions nationwide a

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Trust for Credit Unions Mutual Funds

1001 Connecticut Ave., NW | Washington, DC 20036

Jay Johnson
President of Trust for Credit Unions

http://www.trustcu.com

Service Areas: Loan Participations, Institutional Investments

The Trust for Credit Unions (TCU) Portfolios were created more than 30 years ago to provide credit unions with the investment options they need and professional management to enhance efficiency. The TCU Ultra-Short Duration Portfolio targets a 3-month dur

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Tuff Risk Management, Inc.

2814-14th Street SW | Calgary, AB T2T 3V4

Ron Ryan
President

Phone: 1-888-744-7475
http://www.tuffrisk.com

Service Areas: Asset/Liability Management (ALM)

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Turner, Warren, Hwang & Conrad

100 N. First St. Ste. 202 | Burbank, CA 91502

Kian Moshirzadeh
Partner
818-954-9700

Phone: (818) 954-9700 | Fax: 8189558416
http://www.twhc.com

Service Areas: Audit/CPA, Compliance, Consulting

CPAs and consultants specializing in a full suite of services to credit unions and CUSOs since 1987. In addition to opinion, internal, pension and compliance audits, TWHC provides tax planning and compliance services for credit unions and CUSOs. TWHC leve

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TwoScore

400 Leap Road #473 | Hilliard, OH 43026

Amanda Thomas
Founder & President
833-896-7267

Phone: 833-896-7267
http://www.twoscore.biz

Service Areas: Advertising, Marketing, Strategic Planning

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UNFCU Financial Advisors

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

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UniTrust Financial Services LLC.

4875 Eisenhower Ave  Ste 220 | Alexandria, VA 22304

Doug Payne
Chief Operating Officer

Phone: 8662873783 | Fax: 7038428726
www.unitrustfinancial.com

Service Areas: Institutional Investments

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Utah's Credit Unions

P.O. Box 27277 | Salt Lake City, UT 84111

Scott Simpson
President/CEO

Phone: 8019723400 | Fax: 8019759301
http://www.utahscreditunions.org

Service Areas: State League/Association

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ValuTrac Software, Inc.

3419 Cross Timbers Road, Suite 102 | Flower Mound, TX 75028

Clint Cornett
CEO

Phone: 972-996-3206 | Fax: 972-691-4032
http://valutracsoftware.com

Service Areas: Mortgage Processing, Mortgages, Compliance

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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
http://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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Verafin

570 Newfoundland Drive | St. Johns, NL A1A 5B1

Frank Healey

Phone: 709-368-9985
http://www.verafin.com

Service Areas: Compliance

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Verdafero Inc

5522 Fulton Street | San Francisco, CA 94121

Phone: 408-512-1159
http://www.verdafero.com

Service Areas: Calculators, Technology Consulting, Virtualization/Cloud Services, Consulting, Performance Benchmarking

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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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ViClarity

1500 NW 118th St | Des Moines, IA 50325

Justin Hupfer
CEO

Phone: 5152213004
http://www.policyworksllc.com

Service Areas: Compliance

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Virginia Credit Union League

P.O. Box 11469 | Lynchburg, VA 24502

Richard Pillow
President

Phone: 4342379600 | Fax: 4342398148
http://www.vacul.org

Service Areas: State League/Association

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Volunteer Corporate Credit Union (VolCorp)

2460 Atrium Way | Nashville, TN 37214

Wade Stapleton
VP, Marketing & Communications
615-232-7984

Phone: 615-232-7900
http://www.volcorp.org

Service Areas: Check Processing, Asset/Liability Management (ALM), Consulting

VolCorp’s mission is to inspire credit unions to reach new heights by providing dynamic payment solutions, custom investment services, and unparalleled member service. Headquartered in Nashville, Tennessee, VolCorp has been serving the credit union moveme

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W.R. Bendel Company / CULinks.com

298 Drinker Street | Bloomsburg, PA 17815

W.R. Max Bendel
Owner
570-317-2762

Phone: 5703172762
http://www.CULinks.com

Service Areas: Advertising, Branding, Direct Marketing, eMarketing, Consulting

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Warren Averett

2500 Acton Road | Birmingham, AL 35243

Jennifer Duren
Regional Marketing Manager

Phone: 8007597857
www.warrenaverett.com

Service Areas: Audit/CPA

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Watkins Consulting Inc

888 Bestgate Road Suite 401 | Annapolis, MD 20401

Phone: 2028610020
http://www.watkinsconsulting.com

Service Areas: Operations, Compliance, Consulting

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West Virginia Credit Union League

411 Cedar Grove Road | Parkersburg, WV 26101

Kenneth Watts
President

Phone: 3044854521 | Fax: 3044850573
http://www.wvcul.org

Service Areas: State League/Association

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Western Payments Alliance

685 Market Street, Suite 540 | San Francisco, CA 94105

Kim Bickford
VP Partnerships and Alliances

Phone: 4154331230 | Fax: 4154331370
http://www.wespay.org

Service Areas: Associations

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Western Reliance Corporation

11675 Sw 66th Ave | Tigard, OR 97223

Mike Kehoe
President

Phone: 800-932-0989 | Fax: 503-294-0263
www.westernreliance.com

Service Areas: Institutional Insurance

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Whittlesey PC

280 Trumbull Street, 24th Floor | Hartford, CT 06103-3509

Drew Andrews
Partner
(860) 524-4430

Fax: 8605244475
www.wadvising.com

Service Areas: Audit/CPA

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Wilary Winn LLC

55 East 5th Street | Saint Paul, MN 55101

Phone: 651-224-1200
http://www.wilwinn.com

Service Areas: Asset/Liability Management (ALM), Consulting, Mergers

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Wipfli LLP

10000 Innovation Dr. Suite 250 | Milwaukee, WI 53226

JoAnn Cotter
Partner
(414) 431-9300

Phone: 4144319300
http://www.wipfli.com

Service Areas: Audit/CPA

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Wisconsin Credit Union League

N25W23131 Paul Road, Suite 500 | Pawaukee, WI 53072

Brett Thompson
President/CEO

Phone: 2625490200 | Fax: 2625497722
http://www.theleague.coop

Service Areas: State League/Association

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Wojeski & Co. CPAs, P.C.

75 Troy Road | East Greenbush, NY 12061

Matthew S. Lindemann, CFE, CPA
Partner
(518) 694-8006

Phone: 5184771102 | Fax: 5184771302
http://www.wojeskico.com

Service Areas: Audit/CPA

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Wolf & Company, P.C.

99 High Street | Boston, MA 02110

John J. Leonard
CPA
(617) 261-8126

Phone: 6174399700 | Fax: 6175420400
http://www.wolfandco.com

Service Areas: Audit/CPA

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World Council of Credit Unions (WOCCU)

P.O. Box 2982 | Madison, WI 53705

Brian Branch
President/CEO

http://www.woccu.org

Service Areas: Associations

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Young, Oakes, Brown & Co

1210 13th St | Altoona, PA 16603

Phone: 8149446191 | Fax: 8149421018
http://www.yobco.com

Service Areas: Audit/CPA

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