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Buyer's Guide

Board Education

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Platinum Suppliers

Brick & Associates, Inc. CUES Oppenheimer & Co. The Baker Group, LP

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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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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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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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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Carolyn Warden & Associates aka Shared Resources

Phone: 7208411413
http://carolynwarden.com

Service Areas: Board Education, Employee Training, Consulting

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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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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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CUSTOMatrix, Inc.

Eric Chriss
CEO
858-240-5040

http://www.customatrix.com/

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

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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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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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Hipereon, Inc.

4084 148th Ave Ne | Kirkland, WA 98033

Greg Devine
VP - Senior Account Manager
425-702-9389

http://www.hipereon.com

Service Areas: Board Education, Business Lending

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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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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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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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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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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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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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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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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

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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