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Buyer's Guide

Employee Training

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Business Alliance Financial Services, LLC CUES Engageware

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

1311 Taft Rd | Freeland, WA 98249

Rick Vander Kam
Coordinating Instructor

Service Areas: Employee Training

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Business Alliance Financial Services, LLC

1500 N. 19th St. Ste. 600 | Monroe, LA 71201

Richard Guillot

Phone: (318) 387-1132 | 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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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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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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Cornerstone Resources, Inc.

4455 LBJ Freeway, Suite 1100 | 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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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 35,000 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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3710 Rawlins St. Suite 1075 | Dallas, TX 75219

Phone: 4064424994

Service Areas: Check 21, Employee Training, Operations

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100 Ames Pond Dr. | Tewksbury, MA 1876

DJ Haskins
Vice President of Marketing

Phone: 9786546800

Service Areas: Call Centers, Employee Training, Technology

Engageware, headquartered in Tewksbury, MA, is the industry-leading provider of customer engagement solutions. Trusted by more than 400 financial institutions, Engageware's self-service, knowledge management, and appointment scheduling solutions ensure the right answer, at the right time, delivered by the right resource. Engageware’s solutions help members help themselves and help employees help customers, so you can expand member relationships, optimize operational efficiency, and drive growth.  For more information, visit

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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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2501 Seaport Drive, Ste SH400 | Chester, PA 19013

Michael Cebrick
Manager, Corporate Sales

Service Areas: Employee Training, Business Continuity, Strategic Planning

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Lending Solutions Consulting, Inc

180 W. Campbell St. | Arlington Heights, IL 60005

Bill Hultstrand
Vice President, Business Development

Phone: (877) 915-7675

Service Areas: Employee Training, Consulting, Strategic Planning

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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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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 55013

Jeanne Murphy
Founder & Growth Strategist

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

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TriVerity & The Loan Service Center

26263 Forest Blvd. | Wyoming, MN 55092

Wendy Elieff
SVP Client Service & Marketing

Phone: 8003771798

Service Areas: Employee Training, Collections, Consulting

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