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Buyer's Guide

Board Education

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Platinum Suppliers

Brick & Associates, Inc. CUES DDJ Myers, Ltd. Doeren Mayhew Mitchell, Stankovic & Associates Oppenheimer & Co. Inc. The Baker Group, LP

ALM First Financial Advisors

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

Mike Ensweiler
Director of Business Development

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

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Bonadio & Co., LLP

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

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Brick & Associates, Inc.

1400 Abbott RoadSuite 105 | East Lansing, MI 48823-1900

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

Phone: 8003328188

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

B&A provides 550 Credit Unions with ALM and Budgeting solutions and Consulting. Second Opinion ALM Analyses are performed as well. ALM analyses include instrument-level modeling of imported loans, shares and certs. Investment imports with many bond 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. Online training, 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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Business Evolutions, Inc.

7026 Morning Star Ct NE | Albuquerque, NM 87111

Kathy Darwin

Service Areas: Board Education, Employee Training, Consulting, Performance Benchmarking, Strategic Planning

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Capital Performance Group

1331 H Street | Washington, DC 20005

Phone: 2023377870

Service Areas: Board Education, Consulting, Strategic Planning

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Carolyn Warden & Associates aka Shared Resources

6399 Stirrup Rd | Cincinnati, OH 45244

Phone: 7208411413

Service Areas: Board Education, Employee Training, Consulting

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Cooke/Andres LLC

565 Telford Lane | Ramona, CA 92065

Rhonda Cooke

Phone: 7604409884

Service Areas: Board Education, Employee Benefits & Compensation, Employee Incentive Programs, Executive Recruitment, Consulting

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80 M Street SE, c/o WeWork | Washington, DC 20003

Sam Brownell

Phone: 2026179581

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

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

Tony Hill
SVP/Chief Marketing Officer

Service Areas: Board Education, Employee Training, Consulting

CUES is the leading Talent Development solutions provider for credit unions in North America.  We educate, develop and support credit union CEOs, executives, directors, and emerging leaders through partnerships with premier business schools, live and online events, digital learning, networking, and premium content. With over 29,000 members and growing, we measure success one leader at a time. Connect with CUES at and on LinkedIn, Facebook, Twitter, and Instagram. For daily insights on issues impacting credit unions visit

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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

Service Areas: Board Education, Employee Training, Associations

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CUSTOMatrix, Inc.

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

Eric Chriss

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

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DDJ Myers, Ltd.

4455 E. Camelback Rd. Ste. C138 | Phoenix, AZ 85018

Deedee Myers
Chief Executive Officer

Phone: (800) 574-8877 | Fax: 6024806486

Service Areas: Board Education, Executive Recruitment, Mergers

DDJ Myers enhances the strategic execution capabilities of clients nationwide, including community banks, credit unions, insurance organizations, and nonprofits. The seasoned team of facilitators are known as industry-thought leaders and are sought after to speak at conferences nationwide on a variety of topics including, board dynamics, management alignment, transformative culture change, as well developing mid-level talent to be the champions and protagonists of change. Founded in the 80s as an executive search firm, DDJ Myers has been supporting high-performing organizations for more than 30 years with their executive development, succession planning, and strategic planning services.

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Doeren Mayhew

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

(248) 244-3242

Phone: (248) 244-3049 | Fax: 2482736842

Service Areas: Board Education, Audit/CPA, Compliance

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

36700 Woodward Ave., Suite 201 | Bloomfield Hills, MI 48304

David Barnes
Chairman, president & CEO

Phone: 248-258-6866 | Fax: 248-258-9295

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

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Hipereon, Inc.

4048 148th Ave Ne | Kirkland, WA 98033

Greg Devine
VP - Senior Account Manager

Service Areas: Board Education, Business Lending

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

870 Market Street, Suite 462 | San Francisco, CA 94102

Joanna Bruno

Fax: 6269144496

Service Areas: Board Education, Employee Incentive Programs, Document Imaging, Compliance, Consulting

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Kollner Group, Inc

15332 Antioch Street, PMB #335 | Pacific Palisades, CA 90272

Phone: 3102303150

Service Areas: Board Education, Consulting, Strategic Planning

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Mitchell, Stankovic & Associates

P.O. Box 60949 | Boulder City, NV 89006

Susan Mitchell

Phone: (855) 362-2002 | Fax: 8553622002

Service Areas: Board Education, Executive Recruitment, Strategic Planning

Mitchell, Stankovic & Associates (MSA) mission is to stand up for issues that will make a difference to a diverse world of people, the bottom line for credit unions and change member lives globally. Clients glow when asked about MSA because they know what a partnership truly means – working together to achieve financial democracy. MSA believes that credit unions have a social purpose, and its advisory services emphasize doing the right thing as good business, garnering sustainable growth and relevance within the market. From CEO Leadership Transitions to Strategic Planning and Director Advisory Services to Modernizing Board Governance, MSA consulting practice has 25 year clients who have become champions to encourage new clients from all over the world. Serial entrepreneurs, MSA consultants have founded industry initiatives like the Underground Movement, Global Women’s Leadership Network, CU Pride, HRD Network and they volunteer on governing bodies of Worldwide Foundation and Credit Union DEI Collective.

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Montana Credit Union Network

101 N Rodney | Helena, MT 59601

Tracie Kenyon

Phone: 4064429081 | Fax: 4064429085

Service Areas: Board Education, Employee Benefits & Compensation, Consulting, Enterprise Risk Management (ERM), State League/Association

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National Credit Union Management Association

P.O. Box 333 | Cumming, GA 30041

Kathy Anchors-Budd
President & CEO

Service Areas: Board Education, Employee Training, Associations

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Nice Enterprises Inc.

P.O. Box 499 11394 Country Road 11 | Kremmling, CO 80459

Ron C. Nice
President & CEO

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

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Oppenheimer & Co. Inc.

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

Mark B. Wickard
Manging Director- Invesmtents

Phone: (517) 333-7762 | 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 (CUs) 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 CUs. 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.

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Strategic Solutions

12015 July Ave N | Hugo, MN 55013

Jeanne Murphy
Founder & Growth Strategist

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

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The Baker Group, LP

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

Mark D. Baumann
Associate Partner

Phone: 8009372257 | 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.

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