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3800 Maple Ave., Ste. 600 | Dallas, TX 75219
Director of Business Development
Service Areas: Board Education, Employee Training, Asset/Liability Management (ALM), Consulting, Institutional Investments
171 Sully's Trail
Suite 201 | Pittsford, NY 14534
Jeff Paille, CPA
Phone: 585-249-2889 | Fax: 585-381-3131
Service Areas: Board Education, Business Continuity, Audit/CPA, Compliance, Consulting
1400 Abbott Road
Suite 105 | East Lansing, MI 48823
Bridget C. Balesky
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.
Service Areas: Board Education, Employee Training, Consulting, Performance Benchmarking, Strategic Planning
1331 H St NW #801 | Washington, DC 20005
Service Areas: Board Education, Consulting, Strategic Planning
Service Areas: Board Education, Employee Training, Consulting
565 Telford Lane | Ramona, CA 92065, CA 92065
Service Areas: Board Education, Employee Benefits & Compensation, Employee Incentive Programs, Executive Recruitment, Consulting
Service Areas: Board Education, Technology Consulting, Consulting, Contract/Vendor Management
5510 Research Park Drive | Madison, WI 53711
SVP/Chief Marketing Officer
Service Areas: Board Education, Employee Training, Associations
CUES is an international membership association dedicated to the talent development of credit union CEOs, directors and future leaders. Our offerings - from our highly acclaimed institutes to an array of online services and progressive strategic solutions - are the premier professional development programs in industry today helping credit union leaders reach their greatest potential.
P.O. Box 14167 | Madison, WI 53714
Director of Marketing
Phone: 800-252-2664 | Fax: 608-271-2303
Service Areas: Board Education, Executive Benefits & Compensation, Mergers
36700 Woodward Ave., Suite 201 | Bloomfield Hills, MI 48304
Chairman, president & CEO
Phone: 248-258-6866 | Fax: 248-258-9295
Service Areas: Board Education, Asset/Liability Management (ALM), Institutional Investments, Investment Accounting
4084 148th Ave Ne | Kirkland, WA 98033
VP - Senior Account Manager
Service Areas: Board Education, Business Lending
870 Market Street, Suite 462 | San Francisco, CA 94102
Service Areas: Board Education, Employee Incentive Programs, Document Imaging, Compliance, Consulting
15332 Antioch Street, PMB #335 | Pacific Palisades, CA 90272
101 N Rodney | Helena, MT 59601
Phone: 4064429081 | Fax: 4064429085
Service Areas: Board Education, Employee Benefits & Compensation, Consulting, Enterprise Risk Management (ERM), State League/Association
2015 Wood Falls Drive | Cumming, GA 30041
President & CEO
11394 County Road 11 | Kremmling, CO 80459
Ron C. Nice
President & CEO
Service Areas: Board Education, Consulting, Mergers, Strategic Planning
6102 Abbott Rd | East Lansing, MI 48823
Mark B. Wickard
Manging Director- Invesmtents
Phone: 5173337762 | Fax: 5173337780
Service Areas: Board Education, Loan Participations, Institutional Investments
Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. is an Institutional Fixed Income Consulting Group helping Credit Unions (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 and 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.
12015 July Ave N | Hugo, MN 55038
Founder & Growth Strategist
Service Areas: Board Education, Employee Incentive Programs, Employee Training, Financial Literacy, Consulting
1601 N.W. Expressway, 20th Floor | Oklahoma City, OK 73118
Mark D. Baumann
Phone: 8442130490 | Fax: 4054157392
Service Areas: Board Education, Asset/Liability Management (ALM), Institutional Investments
The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio and asset/liability management for credit unions. We have helped our clients maximize investment portfolio performance through total balance sheet management for 40 years. Our proven approach of total resource integration for credit unions utilizes software and products developed by Baker Software Solutions combined with the firm’s investment experience and advice.
P: (800) 446-7453 | F: (800) 878-4712
1001 Connecticut Ave. NW Suite 1001
Washington, DC 20036