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Buyer's Guide

Employee Training

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Platinum Suppliers

Business Alliance Financial Services, LLC CU Recovery CUES Lending Solutions Consulting, Inc

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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Brandman University

Rick Vander Kam
Coordinating Instructor

Service Areas: Employee Training

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Business Alliance Financial Services, LLC

1162 Oliver Rd. #8 | Monroe, LA 71201

Richard Guillot

Phone: 3183871132 | Fax: 3183872221

Service Areas: Employee Training, Business Lending, Technology

BAFS is a full-service CUSO that offers a daily, interactive and cost effective approach to establishing and maintaining a Commercial Loan Program utilizing both people and technology. Our intimate approach creates a working relationship that feels like you have your own in-house Commercial Loan Underwriting, Credit Administration, Loan Review, and Training departments; while our BLAST portal provides a state of the art Software as a Service platform to deliver exceptional products and services to the credit union's staff and members.

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Carolyn Warden & Associates aka Shared Resources

Phone: 7208411413

Service Areas: Board Education, Employee Training, Consulting

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CU Recovery

26263 Forest Blvd | Wyoming, MN 55092

Bryan Moffitt
VP of Business Development

Phone: 800-377-1798 | Fax: 651-462-7043

Service Areas: Employee Training, Collections

CURecovery is a national company that provides collection solutions to credit unions. WHAT MAKES US DIFFERENT? We have collected over $220 million since 1990 – coordinated over 13,000 repossessions, and worked for over 2700 credit unions. THE BEST PART, our on-line capabilities, submit accounts, view your files and ability to pull reports. We know credit unions.

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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

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

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5510 Research Park Drive | Madison, WI 53711

Tony Hill
SVP/Chief Marketing Officer

Phone: 608-288-5320

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

Service Areas: Board Education, Employee Training, Associations

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Development Finance Training and Consulting Inc

Dana Sumner
Development Finance Traning and Consulting Inc.

Phone: 2079233030 | Fax: 8662645063

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

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Phone: 4064424994

Service Areas: Check 21, Employee Training, Operations

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Howard & Howard Attorneys PLLC

450 W. 4th St. | Royal Oak, MI 48067

Steve Van Beek

Phone: 248-723-0521

Service Areas: Employee Training, Compliance, Consulting, Legal Services, Mergers

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ICI (International Consulting, Inc.)

6033 Hector Road | McLean, VA 22101

Greg Schratwieser
President / CEO

Phone: 800-729-8237

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

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2501 Seaport Drive, Ste SH400 | Chester, PA 19013

Michael Cebrick
Manager, Corporate Sales

Phone: 610-497-9700 | Fax: 610-497-9100

Service Areas: Employee Training, Business Continuity, Strategic Planning

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Lending Solutions Consulting, Inc

2250 Point Blvd. Suite 325 | Elgin, IL 60123

Bill Hultstrand
Vice President, Business Development

Phone: 8779157675

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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National Credit Union Management Association

2015 Wood Falls Drive | Cumming, GA 30041

Kathy Anchors-Budd
President & CEO

Service Areas: Board Education, Employee Training, Associations

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Robert C. Davis and Associates

1875 Old Alabama Road, Suite 510 | Roswell, GA 30076

Bob Davis
Founder and CEO

Phone: 678-259-9290

Service Areas: Employee Training, CRM/MRM, Consulting

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Solutions in Finance, Inc

15559 Union Ave. Suite 172 | Los Gatos, CA 95032

Martha Willson
Director of Client Services

Service Areas: Employee Training, Business Lending, Collections, Indirect Auto Lending, Consulting

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St. Meyer and Hubbard

218 W Harrison Avenue | Wheaton, IL 60187

Craig Capp
Director, Performance Consulting

Phone: 630-344-9030

Service Areas: Employee Training, Market Research, CRM/MRM, Consulting, Credit Union Research

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Strategic Solutions

12015 July Ave N | Hugo, MN 55038

Jeanne Murphy
Founder & Growth Strategist

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

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