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Professional Services & Consulting

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Platinum Suppliers

Alloya Corporate Federal Credit Union Arch Mortgage Insurance Company Brick & Associates, Inc. C. Myers Corporation Callahan  & Associates, Inc. Carroll & Associates LLP CDP CliftonLarsonAllen, LLP Cornerstone Advisors, Inc. Corporate America Credit Union Corporate Central Credit Union Credit Union Miracle Day CU Capital Market Solutions, LLC CU Engage CU Strategic Planning CUES CUNA Mutual Group Doeren Mayhew Dollar Associates, LLC Eastern Corporate Federal Credit Union (EasCorp) Equifax Inc. Fiserv GBQ Partners, LLC Genworth Mortgage Insurance Korn Ferry LenderSelect Mortgage Group Lending Solutions Consulting, Inc Lillie & Company Madison Investment Advisors Mitchell, Stankovic & Associates Mountain West Credit Union Association NASCUS National Cooperative Bank Oppenheimer & Co. O'Rourke & Associates RSM US LLP SmartStep Solutions TEMENOS USA Inc TransUnion Trellance Trust for Credit Unions Mutual Funds Turner, Warren, Hwang & Conrad

A.A. Credit Union Solutions

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

Stan Abrams
President

Phone: 8189362625

Service Areas: Strategic Planning

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Accelerant Performance Solutions

4950 S. Yosemite Street F2-234 | Greenwood Village, CO 80111

Adam Cohen
Principal

Phone: 303-888-2429
http://www.accelerantperformance.com/

Service Areas: Consulting, Performance Benchmarking, Strategic Planning

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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

Scott Teel
Marketing Director
(980) 216-9293

Phone: 3033009886 | Fax: 3033006586
http://www2.agilityrecovery.com/

Service Areas: Business Continuity, Consulting

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Aho Consulting Group

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

Jim Aho
President

http://www.ahoconsulting.com

Service Areas: Strategic Planning

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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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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 Suman Boulevard, Suite 400 | Naperville, IL 60563

Tim Bruculere
SVP - Membership
800-253-0053

Phone: 8002530053 | Fax: 5182923829
http://www.alloyacorp.org

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

Alloya provides critical cooperative services to over 1,600 member credit unions, including investment, financial, lending and correspondent services. In conjunction with its wholly-owned CUSO, Balance Sheet Solutions, LLC, Alloya leverages the power of aggregation to ensure its members remain competitive in today’s market place. To learn more, visit www.alloyacorp.org.

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Alloya Solutions

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

Mary Westberg
Executive Director

Phone: 7205404621
http://www.balancesheetsolutions.org/

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

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ALM First Financial Advisors

2911 Turtle Creek Blvd., Ste. 500 | Dallas, TX 75219

Mike Ensweiler
Director of Business Development

Phone: 800-752-4628 | Fax: 214-987-1052
http://www.almfirst.com

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

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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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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

3003 Oak Rd | Walnut Creek, CA 94597

James Jumpe
Chief Marketing Officer

Phone: 8776424642 | 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 two decades of experience in meeting CU needs. As a leading MI company, we offer the financial strength and risk management experience CUs want in a partner. Our innovative solutions, like RateStarSM, RateStar BuydownSM and the AMGC Community Program, can grow your membership and expand your origination opportunities. 

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ARMCO

1000 West McNab Road | Pompano Beach, FL 33069

Kyle Kehoe
Chief Revenue Officer
(800) 858-1598

Phone: 407-870-3281 | Fax: 407-870-3281
http://www.armco.us

Service Areas: Mortgages, Operations, Compliance

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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

555 South Front Street Suite 350 | 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 N Idaho Rd, Apache Junction, AZ 85119

Bob Mellinger
President
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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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 06405

Steve Moalli
Partner
203-481-1120

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

Service Areas: Audit/CPA, Consulting

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Banes Capital Group

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

2527 Camino Ramon | 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 Road Suite 105 | East Lansing, MI 48823

Bridget C. Balesky
Vice President
(517) 332-7700

Phone: 8003328188
http://www.brickinc.com

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

B&A provides over 600 Credit Unions with ALM and Budgeting solutions and Consulting.  Second Opinion ALM Analyses are performed as well.  ALM analyses include instrument-level modeling of imported loans, shares and certs.  Investment imports with many bond accounting providers.  ALM Outsourcing Reports or the in-house CU/ALM-ware System include the NCUA’s NEV Supervisory Test, 5-year Income Simulation, NEV, Non-Maturity Share Valuation,  Contingency Funding Stress Tests, What-Ifs, Historical Key Ratios. CU/BUDGET-ware can produce Strategic Plans out to 5 years.  Annual Strategic Conferences, Board/ALCO Education, Papers, backtesting for validations, consulting, Model Policies: ALM, Investments, Liquidity, Concentration Risk and Contingency Funding Plan.  Investment Advisory Services by Brick Capital Management.

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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, Edward & Co., 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

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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C. Myers Corporation

8222 S. 48th Street Suite 275 | Phoenix, AZ 85044

Amanda Hohimer
Vice President
602-840-0606

Phone: 8002387475
http://www.cmyers.com

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

C. myers has partnered with credit unions since 1991. Their philosophy is based on helping clients ask the right, and often tough, questions in order to create a solid foundation that links strategy and desired financial performance. They have the experience of working with over 550 credit unions, including 50% of those over $1 billion in assets and about 25% over $100 million. C. myers helps credit unions think to differentiate and drive better decisions through facilitating more than 150 strategic planning, strategic leadership development, process improvement, and project management sessions each year, and providing A/LM, liquidity, and other financial analyses.

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CafeGive

7616 NW Thompson Road | Portland, OR 97229

Alan Robinson
Director of Marketing and Business Development
503-880-7930

Phone: 503-880-7930 | Fax: 503-880-7930
http://info.cafegive.com/Guide_10_Ways_to_Turn_Millennials_into_Members

Service Areas: Branding, Public Relations, Social Media, Strategic Planning

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Callahan & Associates, Inc.

1001 Connecticut Ave., NW, Suite 1001 | Washington, DC 20036

Katy Slater
Marketing Manager
202-223-3920

Phone: 2022233920
http://www.callahan.com

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

Callahan & Associates is dedicated to helping the credit union industry thrive. Our team of experts provides leading research, analytics, networking and consulting solutions. More than 4,000 credit unions and industry suppliers rely on us for the latest data, actionable insights, and benchmarking tools to develop their unique competitive advantages and achieve their strategic goals. Our 30-year history has enabled us to build an unparalleled knowledge transfer consortium which connects the industry’s best minds.

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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 St NW #801 | 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

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: 650-888-3520
https://carrollcpas.net

Service Areas: Audit/CPA, Consulting, Contract/Vendor Management

Carroll & Associates is a professional services firm that specializes in serving the needs of one industry…credit unions.

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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

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

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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CDP

Nirav Doshi
CEO
248-651-8602

Phone: 2486518602
http://www.securecdp.com

Service Areas: e-Signatures, Technology Consulting, Compliance

CDP makes digital transformation easy. Our people-first approach and industry-leading consulting and software help organizations in regulated industries through the complex process of digitizing documents, automating workflows, and improving customer and employee experiences. Our dedicated consultants provide support throughout the journey—improving IT infrastructures, leveraging custom-fit technologies to cut costs, increasing profitability, and making secure information management easy for customers and employees.

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CEO Advisory Group LLC

Glenn Christensen
CEO Advisory Group

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

Service Areas: Strategic Planning

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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

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

109 North Main Street | Austin, MN 55912

Bryan Mogensen
Principal

Phone: 6026043551 | 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 complying with regulations, CLA’s experienced team guides clients through challenging times and helps position them for future success.

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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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Connor, McMillion, Mitchell & Shennum

801 S. Fillmore, 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, 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 Road Ste 400 | Scottsdale, AZ 85251

Scott Sommer
President/CEO

Phone: 480-423-2030 | Fax: 480-481-6076
http://www.crnrstone.com/

Service Areas: Consulting, Contract/Vendor Management, Enterprise Risk Management (ERM)

Cornerstone Advisors is the only advisory firm in the industry that can take clients from strategy to execution. Our services focus on Strategy, Channels, Contracts, Payments, Technology and Performance. Cornerstone hosts executive roundtables and speaks frequently at industry events. We publish GonzoBanker, the Cornerstone Performance Report, the Insight Vault, and a variety of white papers

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Corporate America Credit Union

4365 Crescent Road | Irondale, AL 35210

Lisa Coffey
Chief Innovation Officer

Phone: 2053134300 | 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 correspondent services such as ACH, item processing, and remote deposit capture. Our priority is serving the needs of our member-owners to help ensure their future success. For more information, call (800) 292-6242 or visit www.corpam.org.

 

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Corporate Central Credit Union

6262 South Lowell Place | Muskego, WI 53150

Chris Felton
CEO

Phone: 4144255555 | 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. Corporate Central has been servicing over 350 credit unions and organizations throughout the United States since 1947.

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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 Dr Bungalow 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 #25 | Gainesville, FL 32608

Jonathan A. Birk
Vice-President

Service Areas: Legal Services

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Credit Union Financial Network

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

Mike Prior
President/CEO
800-405-8850

Phone: 6023757384 | Fax: 6028438377
http://www.cufn.org

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

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Credit Union Journal

224 Datura Street Suite 615 | 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

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

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 Grapevine 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 Center 521 President Clifton Ave., Ste 800 | Little Rock, AR 72201

Morgan McKinney
Fixed Income Sales
(501)907-2000

Phone: 8007662000
http://www.crewsfs.com/

Service Areas: Institutional Investments, Performance Benchmarking, Strategic Planning

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Cross Digital

Dennis Washington
President

http://www.crossdig.com/

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

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Crowe Horwath

330 East Jefferson Boulevard | South Bend, IN 46601

Mark Taylor
Partner
630-575-4335

http://www.crowehorwath.com

Service Areas: Audit/CPA, Compliance, Consulting

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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

7200 West 132nd St. Ste 240 | Overland Park, KS 66213

Lewis Lester
Chief Executive Officer
678-960-2900

Phone: 6789602900
http://cucapitalmarketsolutions.com

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

CU Capital Market Solutions (CMS) is a Credit Union Service Organization (CUSO) and Registered Investment Advisor (RIA) that specializes in innovative capital market solutions, earnings and balance sheet optimization and, specialized assets and loan programs that are designed to enhance Credit Unions ability to maximize earnings, grow assets and expand net interest margin. CMS provides Secondary Capital, term funding and overnight funding to qualified Low-Income Designated Credit Unions (LICU’s). CMS also provides unique, approved, alternative asset products, USDA and SBA loan participations and programs to all qualified Credit Unions. The CMS “Total Solution” has a proven track record of delivering the results that Credit Unions need to excel.

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CU Engage

300 4th Ave S. Suite 200 | Saint Petersburg, FL 33701

James Guild
Co-Founder/Managing Partner
727-698-9973

Phone: 7276989973
http://cuengage.com

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

Jenn Addabbo and James Guild founded CU Engage to provide the member experience and technological efficiencies that today’s consumers demand. 
We are more than your average consultants. We are educators, matchmakers, integrators, and advocates who offer credit unions an outside perspective. We help you uncover challenges and opportunities resulting in over $750 million in savings to date.
Our team’s industry experts are dedicated to helping your credit union set strategic goals. Let us help you make efficient, well-informed decisions. 
 
Contact CU Engage today for a free assessment: 
 
(727) 698-9973
https://cuengage.com/

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CU Financial Services

PO Box 1053 | Portland, ME 04104

Alan Theriault
President

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

Service Areas: Strategic Planning

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CU Lending Advice, LLC

Brett Christensen
Lending Trainer/Consultant

http://culendingadvice.com/

Service Areas: Business Lending, Lending, Strategic Planning

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CU Pacific Audit Solutions, LLC

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 Suite 110 | New Brighton, MN 55112

Donald R. Anderson
CEO

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

Service Areas: Employee Incentive Programs, Mortgages, Strategic Planning

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CU Resources, Inc.

6801 Parkwood Blvd, Suite 300 | Plano, TX 75028

Bob Rehm
Vice President, Sales
(800) 442-5762

Phone: 8004425762
www.curesources.coop

Service Areas: Employee Training, Marketing, Print Materials, Audit/CPA, Consulting

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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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CU Service Network

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

Daniel Burk
SVP, Business and Product Development
720-945-7235

Phone: 720-945-7250
http://www.cusn.com/

Service Areas: HR, IT Outsourcing, Compliance

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CU Strategic Planning

4534 S Park Ave | Tacoma, WA 98418

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

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

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

CU Strategic Planning works with credit unions that embrace their cooperative roots. We like to think of ourselves as a full-service strategy lab, helping credit unions realize their full potential—often by embracing a community development-oriented business model. Our services often start with strategic planning, can include research, development, and grant writing and run the gambit through the implementation of projects designed to expand services to members. 

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CUbroadcast

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

Service Areas: Branding, eMarketing, Social Media, Consulting

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CUCollaborate

Sam Brownell
President
202-617-9581

Phone: 2026179581
http://cucollaborate.com/

Service Areas: Board Education, Technology Consulting, Consulting, Contract/Vendor Management

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CUES

5510 Research Park Drive | Madison, WI 53711

Erin Templer
Director of Marketing

Phone: (608) 288-5320
http://www.cues.org

Service Areas: Board Education, Employee Training, Associations

CUES is an international membership association dedicated to the talent development of credit union CEOs, directors and future leaders.  Our offerings - from our highly acclaimed institutes to an array of online services and progressive strategic solutions - are the premier professional development programs in industry today helping credit union leaders reach their greatest potential. 

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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

5510 Research Park Dr. | Madison, WI 53711

Sales CUES
Advertising & Sales

http://www.cues.org

Service Areas: Associations

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Cummings, Ristau & Associates

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 53701

Christopher Morris
CUNA Councils

http://www.cunacouncils.org

Service Areas: Associations

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CUNA Market Research

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

P.O. Box 391 | Madison, WI 53701

Robert Trunzo
President & Chief Executive Officer

Phone: 8003562644
http://www.cunamutual.com

Service Areas: Lending, Member Insurance, Institutional Insurance

CUNA Mutual Group was founded in 1935 by credit union pioneers and our commitment to their vision continues today. We offer insurance and protection for credit unions, employees and members; lending solutions and marketing programs; TruStage™ branded consumer insurance products; and investment and retirement services to help our customers succeed.

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CU-Solutions, LLC

PO Box 2329 | Cinnaminson, NJ 08077

Jerry Farese
CEO
941-242-5058

http://www.cu-solutions.com/

Service Areas: Auto Recovery, Auto Remarketing, Compliance

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CUSTOMatrix, Inc.

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

20731 St. Louis Rd | 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.

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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Defense Credit Union Council

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

Roland Arteaga
President/CEO

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 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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Development Finance Training and Consulting Inc

Dana Sumner
Development Finance Traning and Consulting Inc.
207-923-3030

Phone: 2079233030 | Fax: 8662645063
http://www.devftc.com

Service Areas: Board Education, Employee Training, Business Lending, Consulting, Corporate Credit Union

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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

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 West Big Beaver Road | Troy, MI 48084

Robin D. Hoag, CPA, CGMA, CMC
Shareholder, Financial Institutions Group
(248) 244-3242

Phone: 2482443242 | Fax: 2482736842
http://doeren.com

Service Areas: Audit/CPA, Enterprise Risk Management (ERM), Mergers

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, Enterprise Risk Management (ERM), lending portfolio reviews, mergers and collaborations, and other advisory services. Drawing on our experience, we apply our expertise to assist in assessing opportunities, managing risk and delivering value to credit union stakeholders.  

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Dollar Associates, LLC

5511 Highway 280 Suite 224 | Birmingham, AL 35242

Dennis Dollar
Partner
205-991-1525

Phone: 2059911525
http://www.dollarassociates.com

Service Areas: Consulting, Mergers, Strategic Planning

Dollar Associates is a credit union consulting firm specializing in FOM issues, community charters, merger support, underserved area expansions, regulatory compliance, strategic planning, executive recruiting, board and management training, staff education and governmental relations. Working with both credit unions and the organizations that serve them, Dollar Associates offers regulatory, public policy, strategic and management expertise from recognized industry leaders with personal attention and competitive rates.

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Douglas Wilson & Company, PC

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 Drive, Suite 300 | Burlington, MA 01803

Jane Melchionda
President
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 investment services; ALM services; ACH processing; RDC solutions; cash management services; and statement rendering.

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Edge Consultancy LLC

Carlos F Rodriguez
COO
305-726-6135

Phone: 5165285057
http://edgeconsultancyllc.com/

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

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Education Credit Union Council, Inc.

9309 Parliament Circle | Daphne, AL 36526

Lorraine Zerfas
Executive Director

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

Service Areas: Associations

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Eide Bailly

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: 915-275-4580
https://researchcu.com/

Service Areas: Market Research, Consulting, Credit Union Research

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Equifax Inc.

1550 Peachtree Street H36 | Atlanta, GA 30309

Tony Marinella
Sales Manager
978-658-5910

Phone: 4048858000
http://www.equifax.com/business/solutions-credit-unions

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 exposure and losses. For more information, visit www.equifax.com/business/solutions-credit-unions or call 1-800-879-1025.

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Estes Bridgewater & Ogden CPAs

901 S 2nd St | 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 Blvd | 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 Street Suite 200 | Des Moines, IA 50309

Angela Richards
Communications Manager
800-544-3452

Phone: 8005443452 | Fax: 5156991287
http://www.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

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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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

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

Debbie McCown
Senior Vice President
210-224-5492

https://www.finser.com/

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

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Fiserv

255 Fiserv Drive | Brookfield, WI 53045

getsolutions@fiserv.com
407-971-8168

Phone: 2628795000 | Fax: 6102334015
http://www.fiserv.com

Service Areas: Credit Card Processing, Mobile Banking, Asset/Liability Management (ALM)

Fiserv, Inc. (NASDAQ: FISV) aspires to move money and information in a way that moves the world. As a global leader in payments and financial technology, the company helps clients achieve best-in-class results through a commitment to innovation and excellence in areas including account processing and digital banking solutions; card issuer processing and network services; payments; e-commerce; merchant acquiring and processing; and the Clover™ cloud-based point-of-sale solution. Fiserv is a member of the S&P 500® Index and the FORTUNE® 500, and is among the FORTUNE Magazine World’s Most Admired Companies®. Visit fiserv.com and follow on social media for more information and the latest company news.

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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

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 West Street, Suite 700 | Columbus, OH 43215

Scott H. Runyan
Director
614-947-5272

Phone: 6144735272
http://gbq.com/

Service Areas: Technology Consulting, Audit/CPA, Compliance

With over 175 associates and offices in Ohio, Indiana, and New York, 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 diversity of expertise, background and education to our clients. At GBQ we empower the growth of our Credit Union clients.

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Genworth Mortgage Insurance

8325 Six Forks Road | Raleigh, NC 27615

Melissa Lineberry
Segment Manager
(919)870-2411

https://new.mi.genworth.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 solutions—you-centric solutions that matter.

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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

757 Third Avenue, 9th 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

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 & Company, 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, MN 64111

Amy Roberts
Manager, Strategic Relationships

http://www.hrblock.com

Service Areas: Audit/CPA

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Halo Branded Solutions

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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Hayes & Associates, L.L.C.

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

Maury Pilver
President

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

Service Areas: Associations

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Health-Lync, LLC

Rani Guptar
CEO
954-655-9127

Phone: 9546559127

Service Areas: Operations, Consulting, Strategic Planning

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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 YaleSuite 1200 | Tulsa, OK 74136

Richard Wright
Audit Partner

http://www.hogantaylor.com

Service Areas: Audit/CPA

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Holben Hay Lake Balzer CPAs

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

Sheila Balzer
Partner
303-759-2727

http://www.hhbdenvercpa.com/

Service Areas: Audit/CPA

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Home Detective Company, Inc.

8312 Tyner Loop | 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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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 (International Consulting, Inc.)

6033 Hector Road | McLean, VA 22101

Greg Schratwieser
President / CEO
800-729-8237

Phone: 800-729-8237
http://www.ici-consulting.com

Service Areas: Employee Training, Market Research, Compliance, Consulting, Contract/Vendor Management

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ICONA

2501 Seaport Drive, Ste SH400 | Chester, PA 19013

Michael Cebrick
Manager, Corporate Sales
302-366-1055

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

Service Areas: Employee Training, Business Continuity, Strategic Planning

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Idaho Credit Union League

2770 Vista Avenue | 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.

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
https://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

Jessica Richardson
Partner

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

Service Areas: HR, Marketing, Strategic Planning

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Institute for Strategic Learning, LLC

223 N. Ellsworth | Naperville, IL 60540

John Redding
President

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

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

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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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J. Tenbrink & Associates

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

James Jordan

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

Service Areas: Audit/CPA

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John Kho Consulting Inc.

http://johnkhoconsulting.com

Service Areas: Advertising, Branding, Direct Marketing, Consulting

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John M. Floyd & Associates

125 North Burnet Dr | Baytown, TX 77520

Dick Miller
EVP
800-809-2307

Phone: 5174493269
http://www.JMFA.com

Service Areas: Executive Recruitment, Compliance, Consulting

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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.

160 N. First Street, Suite 2 | 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

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

1700 K Street NW | 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

Korn Ferry is a global organizational consulting firm, synchronizing strategy and talent to drive superior performance for our clients. No one knows more about aligning talent and organizational strategies than Korn Ferry. With our unique expertise, we can help you release the power of your collective genius and drive superior performance.

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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 DevonstireSuite 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
Sr Director of Product Development
8505581102

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

Service Areas: State League/Association

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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 Drive, Suite 102 | Richmond, VA 23236

Tracy Marks
President
804-977-2393

Phone: 8049772393
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 collaborative approach offers community lenders the benefits of directly offering mortgages, without increased overhead costs or risk. Customized to individual community lender needs, LenderSelect’s model offers financial institutions maximum return on their investment by increasing borrower retention, production and profitability, while ensuring compliance oversight.

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Lending Solutions Consulting, Inc

2250 Point Blvd. Suite 325 | Elgin, IL 60123

Bill Hultstrand
Vice President, Business Development
2242866061

Phone: 8779157675
http://www.rexcuadvice.com

Service Areas: Employee Training, Audit/CPA, Consulting, Strategic Planning

Lending Solutions Consulting, Inc. (LSCI) is the industry leader in providing training and consulting services to credit unions across North America. Rex Johnson founded the University of Lending, a comprehensive five-day lending school in 1996. He and his team of experts have since trained over 30,000 credit union employees, helping credit unions achieve dramatic improvements in their loan yields, ROAs, and member service practices. In addition to the University of Lending, LSCI offers onsite consulting, portfolio analysis, and our newest service – Smart Loan Audit.

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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

801 West Cherry St. Suite 100 | Sunbury, OH 43074

Steve Lillie,
Partner
740-965-2294

Phone: 7409652294 | Fax: 7409651891
http://www.lilliecpa.com

Service Areas: Audit/CPA

Lillie & Company was founded in 2003 to serve credit unions exclusively. While expert auditing and fraud investigation services are at the heart of what we provide, to become a valued and trusted partner, we take a more holistic view of your credit union. Whether it is through education and training assistance, due diligence and merger support, or management consulting, our clients consider us a critical resource for their credit unions.

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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 | Metairie, 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

Richard Garabedian
Partner

http://www.luselaw.com

Service Areas: Legal Services

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Lyons Commercial Data

9801 Washingtonian Boulevard, Suite 200 | Rockville, MD 20878

Susan Thompson
Director of Client Services

http://www.lyonsreg.com

Service Areas: Credit Union Research

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Macpage, LLC

One Market Square | 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

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

Phone: 6082740300
http://www.madisonadv.com/

Service Areas: Employee Benefits & Compensation, Institutional Investments

Madison’s Credit Union Investment Management Services provide clients with the opportunity for enhanced portfolio yields and earnings through risk management and portfolio optimization. We offer investment advisory services, and provide investment solutions for total benefits pre-funding and charitable donation accounts. As a fiduciary, we deliver objective, fee-based advisory services (commission-free) that fit within clients’ balance sheet risk profiles.

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Madison National Life Insurance Co.

6120 University Avenue | Madison, WI 53704

Dick Watts
Vice President

http://www.madisonlife.com

Service Areas: Institutional Insurance

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Maple Street, Inc.

260 Wekiva Springs Road Suite 1050 | 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.

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.

275 Greenfield Avenue | 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 | 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

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 Suite 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 | 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

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

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

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Michigan Credit Union League

110 W. Michigan Ave., 4th Floor | 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
http://www.kansascorporate.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

Brandi Stankovic
Managing Partner
855-362-2002

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

Service Areas: HR, Strategic Planning

Mitchell Stankovic and Associates (MSA) is a strategic consulting firm specializing in the credit union industry to increase consumer impact, market relevance and modernize business practices from board governance to CEO and leadership transitions.  We are trusted advisors, industry thought leaders and believe that making a difference is our highest priority demonstrated by our long term relationships and stellar reputation. The Underground Collision initiative is a brainchild of MSA. The Underground has a simple goal: Create an intimate environment for authentic dialogue believing that the energy of focused debate will echo beyond the moment and become a catalyst for change.  MSA partners volunteer their time, giving back to the industry in the spirit of people, who help people.

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Momentum

600 University St, Ste.1818 | Seattle, WA 98101

Mark Alguard, LEED AP BD+C
Senior Director of Strategic Services
206-787-8095

Phone: 2067878095 | Fax: 2062671901
http://www.momentumbuilds.com/

Service Areas: Branch Planning, Facility Design & Build, Strategic Planning

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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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Mortgage Industry Advisory Corp.

80 Madien Lane Suite 1401 | New York, NY 10038

David McCraw
Director
212-233-1250

Phone: 2122331250 | Fax: 2122332265
http://www.miacanalytics.com

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

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Moss Adams, LLP

10960 Wilshire Blvd Ste 1100 | Los Angeles, CA 90024

Wendy O'Connor
Marketing Manager
310-481-1205

Phone: 3104811205
http://www.mossadams.com/cu

Service Areas: Audit/CPA

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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

Mountain West Credit Union Association is a state trade association for credit unions in Arizona, Colorado and Wyoming. The Association advocates for credit unions through its government and regulatory relations activities and provides its affiliated credit unions’ staff members professional training and development, as well as compliance and operational assistance.

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Multi-Bank Securities, Inc.

24280 Woodward Ave | Pleasant Ridge, MI 48069

Darryl Maccagnone
National Sales Manager

Fax: 2482911101
https://mbssecurities.com/Home/default.aspx

Service Areas: Institutional Investments

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MyCarms

Level 4 / 33 Pirie Street | Adelaide, SA 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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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 Drive Suite 650 | Arlington, VA 22209

Doug McGuckin
VP, Corporate Affairs
703-528-8351

Phone: 7035280725 | Fax: 7035283248
http://nascus.org

Service Areas: Associations

The National Association of State Credit Union Supervisors (NASCUS) is the primary resource and voice of the state governmental agencies that charter, regulate, and examine the nation’s state-chartered credit unions. NASCUS membership is made up of state-chartered credit unions, state regulators and other supporters of the state credit union system. NASCUS is the only organization dedicated to the defense and promotion of the state credit union charter and the autonomy of state credit union regulatory agencies. To learn more about NASCUS, visit www.nascus.org.

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National Association of Credit Union Chairmen

Celeste Shelton
Executive Director

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

Service Areas: Associations

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National Cooperative Bank

2011 Crystal Drive, Suite 800 | Arlington, VA 22202

Bill Stewart
Vice President

Phone: 772-597-2356 | Fax: 2023497443
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 inception. We currently work with over 800 credit unions, leagues and CUSOs nationwide offering competitive deposit, cash management and correspondent banking services. 

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National Council of Firefighter Credit Unions Inc.

Grant Sheehan
President/CEO
305-951-3306

http://www.ncofcu.org

Service Areas: Associations

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National Council of Postal Credit Unions

P.O. Box 160 | San Diego, 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

2015 Wood Falls Drive | 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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National Youth Involvement Board (NYIB)

Julie McLean
Chairman

http://www.nyib.org

Service Areas: Associations

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Nearman, Maynard, Vallez, CPAs & Consultants, PA

10621 North Kendall Drive, Suite 219 | Miami, FL 33176

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

Phone: 800-288-0293 | Fax: 305-537-5678
http://www.nearman.com/

Service Areas: Audit/CPA, Compliance, Consulting

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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

1021 Watervliet-Shaker Road | Albany, NY 12205

William J. Mellin
President/CEO

Phone: 8003429835 | Fax: 5184378284
http://www.cuany.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

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 32825

Linda Vick
Executive Vice President

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

Service Areas: Technology, Technology Consulting, Consulting

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Nice Enterprises Inc.

11394 County Road 11 | Kremmling, CO 80459

Ron C. Nice
President & CEO
303-980-8100

http://www.trynice.com/

Service Areas: Board Education, Consulting, Mergers, Strategic Planning

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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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Oppenheimer & Co.

6102 Abbott Rd | East Lansing, MI 48823

Mark B. Wickard
Manging Director- Invesmtents
5173337760

Phone: 5173337762 | Fax: 5173337780
https://www.opco.com/

Service Areas: Board Education, Consulting, Institutional Investments

Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. is an Institutional Fixed Income Consulting Group helping Credit Unions (CU's) throughout the country address the unique needs of their investment portfolios. At Oppenheimer, we understand that- which is why we developed services that are tailored specifically for CU's. Our Investment strategies & educational programs are ideal for any CU that wants to try and get more out of their investment portfolio and take their investment knowledge to the next level. Contact us to see what we can do for your CU.

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O'Rourke & Associates

395 Oyster Point Blvd. Suite 405 | South San Francisco, CA 94080

Lisa Burroughs
Director of Executive Search and Strategy
800-394-1918

Phone: 8003941918 | Fax: 6505898749
http://www.orourkeconsult.com

Service Areas: Executive Recruitment, Consulting, Strategic Planning

O'Rourke & Associates offers a wide range of executive search services nationwide exclusively to the credit union industry. Expertise lies in the areas of CEO and Executive Recruitment, Compensation and Retention Analysis and HR Consulting. For more information, contact our industry experts to experience the gold standard. 

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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

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.

91 Cumberland Parkway | 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

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

1720 I Street, NW Suite 550 | 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 EastSuite 1100 | Los Angeles, CA 90067

Brad Pizer

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

Service Areas: Legal Services

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Plante Moran

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

Eric Formberg
Director

http://www.plantemoran.com

Service Areas: Audit/CPA

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PolicyWorks

1500 NW 118th St | Des Moines, IA 50325

Justin Hupfer
CEO

Phone: 515-221-3004 | Fax: 515-221-3010
http://www.policyworksllc.com

Service Areas: Compliance

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Poole Huffman, LLC

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, TX 92604

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Service Areas: Legal Services

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PriceWaterhouseCoopers

1301 K Street, NWSuite 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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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

| Indianapolis, IN

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

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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Rekha Mukadam, CPA

4823 Menlo Park Dr | Sugar Land, TX 77479

Rekha Mukadam
CPA
(310) 541-8978

Phone: 310-541-8978 | Fax: 310-265-1756

Service Areas: Audit/CPA

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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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Repo Remarketing Inc.

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

Lance Gartner
President
916-725-2708

http://www.reporemarketing.com

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

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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, CPAs

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

Phone: 805-444-5725
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

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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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

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

44 Montgomery St. Suite 3900 | San Francisco, CA 94104

Tasha Kostick
Partner
415-848-5351

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

Service Areas: Audit/CPA, Compliance, Consulting

RSM is the fifth largest U.S. provider of assurance, tax, and consulting services, with 10,000 professionals and associates in nearly 90 offices to serve your business needs. With more than 85 years of experience serving over 1,200 financial institutions across the country, we develop solutions for today’s challenging economic environment. From accounting and tax to specialized consulting services, our industry specialists serve a wide variety of financial institutions.

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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 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

www.samgottcertifiedfinancialplanner.com

Service Areas: Consulting

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Samaha & Associates, Inc.

6538 Collins Ave., Unit 235 | Miami Beach, FL 33141

Sabeh F. Samaha
CEO

Fax: 9094945538
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 StreetSuite 2810 | Chicago, IL 60606

John Grosser
Managing Director
800-442-9825

http://www.shay.com

Service Areas: Institutional Investments

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SmartStep Solutions

1310 RR 620 South, Suite B-199 | Lakeway, TX 78734

Michael Brascom
CEO
(830) 798-2261

Phone: 8666876278 | Fax: 8668096502
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 participation, all with 100% Compliance Guarantee.

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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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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

2800 Eisenhower Ave Ste 100 | Alexandria, VA 22314

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, IL 19002

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 Solutions

12015 July Ave N | Hugo, MN 55038

Jeanne Murphy
Founder & Growth Strategist
612-616-6861

http://www.strategicsolutions.org

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

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Strohl Risk Solutions

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 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

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

Marc Mikkelson
President

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

Service Areas: Marketing, Website Design, Strategic Planning

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TAG

2300 Clarendon Blvd Ste 601 | Arlington, VA 22201

Judy Sandberg
Director

www.877tagline.com

Service Areas: Strategic Planning

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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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TEMENOS USA Inc

40 General Warren Boulevard | Malvern, PA 19355

Eric Snyder
VP, Sales
6102322809

Phone: 6103148966
http://www.temenos.com

Service Areas: Loan Originations Systems, Technology, Compliance

Founded in 1993, Temenos Group AG, headquartered in Geneva, is a market-leading software provider, partnering with banks, credit unions and other financial institutions to transform their businesses and stay ahead of a changing marketplace. With 56 offices worldwide, including eight locations in North America, Temenos offers advanced technology leveraging global and local expertise. The company provides a full suite of products for analytics & reporting, channels, core processing, financial crime, lifecycle management, payments, and risk & compliance. For more information, visit www.temenos.com.

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Tennessee Credit Union League

1317 Hickory Valley Road | 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. Expressway, 20th Floor | Oklahoma City, OK 73118

Mark D. Baumann
VP
405-415-7329

Phone: 8442130490 | Fax: 4054157392
http://gobaker.com

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

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The Bendel Group

298 Drinker Street | Bloomsburg, PA 17815

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

Phone: 570-317-2762
http://www.CULinks.com

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

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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 Knowlton Group, LLC

Brewster Knowlton
Owner & Principal Consultant
860-593-7842

http://www.knowlton-group.com

Service Areas: CRM/MRM, Data Processing, IT Outsourcing, Technology Consulting, Consulting

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The Paragon Group

720 Lilly Rd. Se Suite 103 | Olympia, WA 98501

Patricia Graves
Vice President/COO
(360) 515-5603

Phone: 3609234415
www.theparagongroup.com

Service Areas: HR, Consulting

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The Rochdale Group, Inc.

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

Tony Ferris
Partner

Phone: 913-890-8001
http://www.rochdalegroup.com

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

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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 Street | Chicago, IL 60661

Sean Flynn
Director, Credit Union Market Development
312-985-3715

Phone: 312-985-3715
http://www.transunion.com/corporate/business/financialservices/credit-union_accrd.page

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

Information is a powerful thing. And the right information—analyzed by experienced people—can help all of us learn from the past, navigate the present and predict the future. That's why at TransUnion we go beyond credit data to offer the insights businesses and consumers need to make informed decisions and achieve great things.

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Trellance

3031 N. Rocky Point Drive W. - Suite 750 | Tampa, FL 33607

Wendy Nolan
SVP, Sales & Business Development
6082492270

Phone: 8888302728
https://www.trellance.com/

Service Areas: Card Portfolio Management, Consulting

Trellance is a CUSO w ith a vibrant commitment to providing guidance and solutions to help credit unions thrive. The future of payments offers exciting opportunities to benefit you and your members, and Trellance is focused on offering innovative ideas, programs and services to help you grow and compete. Our portfolio of managed services offers a range of options for credit unions, from credit and debit portfolio consulting to customized programs to drive growth. Our Optimize TM managed services offers both programmatic and customized marketing campaigns to help you engage your members, managed entirely by Trellance from development to implementation on your behalf. From acquisition and activation programs, to letter and statement checks, to balance transfer promotions and more, the Optimize TM portfolio offers a variety of proven growth solutions to help credit unions use meaningful data to advance their business growth in an impactful way. At Trellance, we’re aligned with the needs of credit unions to navigate today’s complex and competitive payments landscape with proven solutions. Learn more at www.Trellance.com .

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Tricorp Federal Credit Union

2 Ledgeview Drive | 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 MOUN, TX 75028

Alexandria Staron
VP of Business Development
972-318-1110

Phone: 9723181110 | Fax: 9723181114
http://www.triscendnp.com

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

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TrUnion Appraisal Services

28 E. Rahn Road, Suite #200 | Dayton, OH 45429

Ron Stickelman
Chairman
866-787-5111

Phone: 937.318.3340 | Fax: 8667875112
http://www.trunion.net

Service Areas: Mortgages, Compliance, Contract/Vendor Management

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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

Trust for Credit Unions (TCU) mutual fund options were created by and for credit unions. TCU has offered credit unions professional investment management, diversification, and liquidity for over 30 years.

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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 North First Street Suite 202 | Burbank, CA 91502

Kian Moshirzadeh
Partner
818-954-9700

Phone: 8189549700 | 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 leverages its in-depth knowledge of the credit union industry to provide robust reports that offer superior value. 

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TwoScore

400 Leap Road #473 | Hilliard, OH 43026

Amanda Thomas McMeans
Founder & President
614-525-9761

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

Service Areas: Advertising, Marketing, Strategic Planning

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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

455 E 500 S ste. 400 | 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
https://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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Virginia Credit Union League

1207 Fenwick Drive | Lynchburg, VA 24502

Richard Pillow
President

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

Service Areas: State League/Association

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Warren Averett

2500 Acton Road | Birmingham, AL 35243

Jennifer Duren
Regional Marketing Manager

Phone: (800) 759-7857
https://www.warrenaverett.com/

Service Areas: Audit/CPA

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Watkins Consulting Inc

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 (Forward Advising)

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

Drew Andrews
Partner
(860) 524-4430

Fax: 8605244475
http://www.whcpa.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 | Milkwaukee, 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.

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)

5710 Mineral Point Road | 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 16601

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

Service Areas: Audit/CPA

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