2025 Vendor Directory by LSCU MarComm

2025 VENDOR DIRECTORY

Committed to the movement

Like you, we believe in putting people first. In protecting the future of credit unions. In empowering members to confidently make financial decisions that work for them. And in supporting you and your members every day. TruStage™ is a proud advocate for the credit union movement. Unwavering commitment to the future of credit unions $159M contributed over the last five years

A partnership you can count on ∙ $400M invested in fintech to deliver new tech and innovation to credit unions

48 carriers across 40 states – expanded auto & home access through Polly

Supporting shared priorities

Employee training Putting people first $2.5B in benefits paid to policyholders in 2024 39M consumers protected 97% of credit union members are highly satisfied with our claims service

93% of all credit unions are our customers $250K to support tax exempt status 26% higher net income per member with our Lending Optimization Program

24,853 total registrants & recording views for virtual events and online training Risk education and fraud mitigation to help credit unions make confident strategic decisions.

First Legacy Corporate Partner of AACUC (AfricanAmerican Credit Union Coalition)

Nearly $1M since 2022 to support Children’s Miracle Network hospitals

Hosted three Credit Union Development Educator (CUDE) classes $250k to support retention of interchange fee status

Focusing on:

Large losses

Emerging risks

Cybersecurity

1 Individual consumer-level policies, certificates, or waivers. TruStage™ is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates. Corporate headquarters in Madison, Wis. © TruStage

PRODUCT CATEGORIES

ASCENT FUNDING

Jeff Fritz

402 W Broadway, Ste 1900 San Diego, CA 92101

Phone: 319-290-7935

jfritz@ascentfunding.com www.ascentfunding.com

Ascent is an award-winning, mission-driven student success company that offers private student loans for undergraduate and graduate students and specializes in helping students plan, pay and succeed. Partner with us to generate risk-free revenue, attract Gen Z members, and provide valuable benefits to students and families at no cost, including access to career readiness support and paid, remote internship opportunities, educational webinars, and scholarships. As a partner who shares your commitment to longterm financial success, we offer one of the easiest product launches you’ll experience.

ACUMEN FINANCIAL

Lynn Weirick

791 E 3rd Street, Ste 200 Boston, MA 02127

Phone: 864-982-3110

lweirick@acumenfa.com www.acumenfa.com

Acumen Financial Advantage is the financial performance partner of choice for mission-driven organizations specializing in optimizing programs that attract and retain top talent, increase investment yields, and maximize charitable impact. Our unmatched industry expertise, dedication to superior performance, and consultative, hightouch approach enable us to leverage untapped strategies meticulously designed to outperform industry benchmarks. The result? Bespoke solutions that meet each client’s unique, evolving needs and empower them to more efficiently live their mission.

ALLIED SOLUTIONS

Mark Rodriguez

350 Veterans Way, Ste 200 Carmel, IN 46032

Phone: 800-264-2364 x55225

mark.rodriguez@alliedsolutions.net www.alliedsolutions.net

Allied Solutions is one of the largest providers of insurance, lending, risk management, and datadriven solutions to financial institutions in North America. Allied Solutions uses technology-based solutions customized to meet the needs of over 6,000 banks, credit unions, finance companies, mortgage servicers, and auto dealers, along with a portfolio of innovative products and services from a wide variety of providers. Allied Solutions is headquartered in Carmel, Indiana and maintains several offices strategically located across the country. Allied Solutions is a wholly owned and independently operated subsidiary of Securian Financial Group.

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BETTER BRANCHES TECHNOLOGIES

Noel Keathley

201 East Kennedy Blvd., Ste 1950 Tampa, FL 33602

Phone: 225-571-2460

noel.keathley@betterbranches.com www.betterbranches.com

Software for Branch Appointment Scheduling & Walk-In Queuing. Better Lobby is the visitor management solution credit unions need to ensure member satisfaction, sales effectiveness, and optimal employee utilizations.

BMSS ADVISORS & CPAS

Scott Stevens 1121 Riverchase Office Road

Birmingham, AL 35244

Phone: 205-982-5563

sstevens@bmss.com www.bmss.com

Currently the 81st largest firm in the United States, BMSS has the expertise to assist credit unions with their accounting needs, including financial statement audit, Supervisory Committee audit, EBP audit, Form 990 preparation, payroll, and IT. With seven office locations in Alabama and Mississippi, we currently provide peace of mind to credit unions with locations in Alabama, Mississippi, Georgia, Tennessee and Florida.

C

CASH TRANSACTIONS, LLC

Russ Schoper 3286 Humphries Hill Rd Austell, GA 30106

Phone: 770-740-9979

russ.schoper@cashtrans.com www.cashtrans.com

For over 25 years, CashTrans has served over 1,800 community financial institutions across the Southeast including Georgia, Florida, Alabama, and South Carolina. Our industry-leading products include HYOSUNG, and other highquality ATM and teller video solutions (ITMs). CashTrans is an industry leader in ATM fleet managed services, turn-key equipment outsourced programs, equipment service and maintenance, deposit automation, teller cash recyclers, branch equipment, safes, security systems, VAT systems, instant card issuance, mobile and digital banking solutions, and much more. Our clients deserve and expect only the best and we commit that CashTrans will earn your business every day!

COMMON BOND TITLE, LLC

Lynn Hightower-Moore

1 Perimeter Park South, Suite 130 South Birmingham, AL 35243

Phone: 205-421-1010

Mailbox@CommonBondTitle.com www.CommonBondTitle.com

Common Bond Title partners with credit unions to support their mortgage staff and members throughout the title insurance and closing process. Let us help your closing go smoothly and your audits be a dream!

PREFERRED PARTNER

COOPERATIVE BUSINESS SERVICES

Karen Frazee

3692 Coolidge Court

Tallahassee, FL 32311

Phone: 850-558-1112

karen.frazee@myleverage.com www.myleverage.com

Cooperative Business Services, LLC (CBS) is a Credit Union Service Organization (CUSO) dedicated to providing commercial lending solutions to small and medium-sized businesses. With over 20 years of experience and partnerships with more than 150 credit unions, CBS supports economic growth and entrepreneurship across its 17-state footprint. CBS is committed to delivering personalized service and leveraging cutting-edge technology to meet the evolving needs of its clients and the members they serve.

CORPORATE AMERICA CREDIT UNION

Pete Pritts

4365 Crescent Road

Irondale, AL 35210

Phone: 205-313-4300

services@corpam.org www.corpam.org

CACU is a dedicated, not-for-profit financial cooperative governed by a board of directors elected by our member-owner credit unions. With more than 500 members across the nation we boast products and services to meet all your needs.

CORPORATE ONE FEDERAL CREDIT UNION

Merrijo Hale

8700 Orion Place Columbus, OH 43240

Phone: 904-861-6862

mhale@corporateone.coop www.corporateone.coop

Corporate One leads the way in providing premier investment, funding, and payment solutions, elevating and empowering credit unions to fuel their members’ financial success. Corporate One also offers competitive services through its CUSOs, Accolade Investment Advisory and Lucro Commercial Solutions, for the benefit of credit unions nationwide.

CREDIT UNION AUDIT GROUP

Marcus King 1 Perimeter Park South, Ste 130 Birmingham, AL 35243

Phone: 662-322-1038

marcus.king@cuacg.com www.cuacg.com

Credit Union Audit Group is one of the largest credit union auditing firms within the Southeast. They currently provide services to more than 220 credit unions. Mainly focusing in the Southeast, Credit Union Audit Group is capable of performing any audit for any credit union in America. The Audit Group performs the Annual Supervisory Committee audit, Internal/Interim audits, BSA & ACH audits, 990 Tax Returns, and Fair Lending reviews. Credit Union Audit Group is specialized in credit unions and doesn’t audit any other financial institutions. Credit Union Audit Group can perform any audit remotely through our secure uploading platform which reduces the expense on the credit union. Credit Union Audit Group is very competitively priced and free quotes are available upon request. PREFERRED PARTNER

CUVM

Kelli Silvernale 3692 Coolidge Court Tallahassee, FL 32311

Phone: 850-558-1082

kelli@cuvm.org www.cuvm.org

CUVM provides specialized vendor management services for credit unions, CUSOs, mortgage/ title firms, and municipalities. Our cloud-based platform enhances due diligence document collection and distribution, improving vendor relationship management. Our team supports clients by simplifying risk assessments and preparing organizations for examinations with efficiency and expertise.

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DDJ MYERS

Josie Collins 4340 E Indian School Road, #21-472 Phoenix, AZ 85018

Phone: 602-898-5404

josiecollins@ddjmyers.com www.ddjmyers.com

DDJ Myers is an industry thought and best-practice leader, and has supported high-performing organizations for more than 30 years. We provide a robust range of strategic visioning and planning, executive and board search, succession planning, leadership development, continuous improvement, compensation research, and board development. We are proud to work with a diverse and bestin-class team that honors authenticity, personal values, and purpose-driven work. Aligning actions and beliefs is our core practice. The breadth of clients we serve continually sharpens our insights and enhances the value we bring, thanks to our broad, cross-sector experience within the financial services industry.

PREFERRED PARTNER

Turnkey credit card solution benefits:

• Decrease credit risk

• Lower expenses

• Reduce compliance burdens

• Create efficiencies

• Drive fee income

• Minimize fraud risk

Browse our resource library

Download new reports and whitepapers from Elan covering consumer credit card usage, industry trends, partner testimonials, and more at cupartnership.com/resource-library

Scan the code to learn more at cupartnership.com

Streamline Your Audit Process

Serving over 220 Credit Unions throughout the U.S. and recently ranked the 6th largest Credit Union Auditing Firm by Callahan and Associates, the Audit Group is the perfect provider to service your auditing needs.

5 Reasons to Outsource Your Audit Process

• Exclusive to Credit Unions – We KNOW this industry!

• Remote Capability – Any audit can be completed 100% remotely.

• Security – We provide a secure portal for easy document uploading.

• Competitively priced – FREE quotes available.

• Scale – We are THE largest Credit Union audit firm in the Southeast, currently serving 200+ Credit Unions.

DEI INCORPORATED

Justin Sweetman

1239 Atticus Court

Wesley Chapel, FL 33543

Phone: 813-373-2340

krittmeier@dei-corp.com www.dei-corp.com

DEI is a national design/build company that goes beyond the expected to turn your project into a growth opportunity. We create sales environments by incorporating all aspects of facility planning, from site search & selection, strategic analysis & planning through architecture, construction, interior design, branding & retail concept design. At DEI, we design and build to grow your business.

PREFERRED PARTNER

DELUXE

Damaris Bonilla

801 Marquette Ave. South Minneapolis, MN 55402

Phone: 787-422-7722

damaris.bonilla@deluxe.com www.deluxe.com

Deluxe, a trusted Payments and Data Company, champions business so communities thrive. Our solutions help businesses pay with ease, get paid faster, and grow profitably. For more than 100 years, Deluxe customers have relied on our solutions and platforms at all stages of their lifecycle, from start-up to maturity. Our powerful scale supports millions of small businesses, thousands of vital financial institutions and hundreds of the world’s largest consumer brands, while processing approximately $3 trillion in annual payment volume. Our reach, scale and distribution channels position Deluxe to be our customers’ most trusted business partner.

DOEREN MAYHEW

John Murnane, CPA

8785 SW 165th Avenue, STE 303 Miami, FL 33193

Phone: 305-232-8272

murnane@doeren.com www.doeren.com

As the number one credit union auditor, Doeren Mayhew loves credit unions. Equipped with experience and credentials, we serve over 500 financial institutions across the nation. Our pros put their 45-plus years of first-hand experience to work to help credit unions tackle challenges, unveil opportunities and navigate regulatory complexities. Rely on us to provide a variety of services, including external and internal audits, regulatory compliance, loan reviews, M&A strategic advisory and IT risk management. Learn more about Doeren Mayhew by visiting our website at www.doeren.com.

DYNAMIC QUEST

Karen Frazee

3692 Coolidge Court Tallahassee, FL 32311

Phone: 850-558-1112

karen.frazee@myleverage.com www.myleverage.com

In the world of financial services, credit unions often have to deal with several frustrating and concerning IT challenges: Increasing threats of cyberattacks targeting member data and financial records; Complex compliance requirements such as NCUA, PCI DSS, GLBA, and other regulations; Legacy systems that hinder operational efficiency and member services; Need for flexible IT solutions to adapt to changing member and market demands; Not enough resources and skilled staff to manage and optimize internal IT networks. Credit unions can overcome these challenges with comprehensive and securityfocused managed IT services from Dynamic Quest.

GALLAGHER EXECUTIVE BENEFITS

Mike Mason 4250 Congress Street, Suite 200 Charlotte, NC 28209

Phone: 704-332-2071

mike_mason@ajg.com www.GallagherExecBen.com

Gallagher’s Executive Benefits team consults with credit unions on recruiting, retaining, and rewarding their executives and other key leaders. We help you secure your future through succession planning, executive retention strategies, and compensation consulting. Gallagher specializes in nonqualified benefits for credit unions, such as Split Dollar, 457(f), bonus, and incentive plans. We produce the annual Gallagher Executive Compensation and Benefits Survey as a resource for both Boards and Executives to benchmark their total rewards offering.

PREFERRED PARTNER

GROWTH BY DESIGN

Kristi Arrington 2810 Premiere Pkwy, Ste 150 Duluth, GA 30097

Phone: 866-231-0545

ELAN CREDIT CARD

Bill Bierman

200 S. 6th St Minneapolis, MN 55402

Phone: 704-998-1297

bill.bierman@elanfs.com www.cupartnership.com

Elan partners with credit unions through our turnkey credit card issuing solution, mortgage solutions, and all-in-one merchant processing platform, talech®. Our dedication to our partners, growth philosophy, and investment in technology has made us a leader in the industry since 1968. Our approach offers expertise while removing costs, reducing risks, and improving the cardmember experience. In a world of rapidly changing technology, increasing compliance burdens, and competing rewards programs, more have turned to Elan for innovative solutions for consumer and business accounts of all sizes. www. cupartnership.com

kristia@growthbydesign.org www.growthbydesign.org

Experience full-service excellence with Growth by Design, your premier marketing, communications and consulting agency. Boasting over a century of collective expertise, our edge comes from an indepth understanding of credit unions – we speak their language, understand their operating environments and can help identify pain points. This knowledge empowers us to deliver turnkey, personalized solutions with minimal effort required from the credit union. Whether you need assistance with a single product or service or are looking for someone to serve as your in-house marketing department, we have you covered.

HID GLOBAL

Miles Thompson 611 Center Ridge Dr. Austin, TX 78753

Phone: 951-990-2900

miles.thompson@hidglobal.com www.hidglobal.com

HID TRISM Financial Instant Issuance Software enables in-branch instant issuance and activation of payment cards. HID TRISM is a PCI-compliant, complete software package that runs on a local branch’s network, fully integrating with HID hardware and processors — AP, EFT and credit card.

MBFS

Karen Frazee

3692 Coolidge Court

Tallahassee, FL 32311

Phone: 850-558-1112

karen.frazee@myleverage.com www.myleverage.com

Member Business Financial Services (MBFS) CUSO assists credit unions fund business loans within their markets to meet the strategic goals of their organization. The CUSO assists in the origination and servicing of loans for 1–4-unit residential, commercial properties, SBA and asset-backed lines of credit. The CUSO also provides credit analysis, annual loan review and loan document preparation, relationship management, loan servicing, consulting, education, and special asset management services to credit unions. The CUSO manages a loan servicing portfolio of over 7,000 loans representing over $2.6 billion. We work with approximately 120 credit unions nationwide and in Puerto Rico.

PREFERRED PARTNER

MCQUEEN FINANCIAL ADVISORS

Karen Frazee

3692 Coolidge Court

Tallahassee, FL 32311

Phone: 850-558-1112

karen.frazee@myleverage.com www.myleverage.com

McQueen Financial Advisors is an SEC-registered investment advisory firm specializing in Investment Management, Asset Liability Management and CECL, and Mergers and Valuations. We manage over $16 billion for financial institutions, nonprofits, and individuals, supported by world-class credit analysis and reporting. Our Asset Liability Management team delivers comprehensive reporting, including IRR, liquidity, concentration, prepayment, and core deposit studies, to clients across nearly every state. Our Valuation and Advisory group is a national leader, providing merger valuations, MSR valuations, and transaction advisory services.

MEMBER FIRST MORTGAGE

Jim Dymek

2971 Flower Road, Ste 235

Atlanta, GA 30341

Phone: 470-412-5557

jim.dymek@memberfirstmortgage.com www.discoverMFM.com

Partner with Member First Mortgage (MFM) and customize your CU’s experience with multiple Affiliate, Wholesale, and Correspondent partnership options available to fit your CU’s unique needs. Visit www.discoverMFM.com to learn more! NMLS ID# 149532

MEMBERS ATM ALLIANCE

Kyle Fowler

2810 Premiere Parkway, Ste 150 Duluth, GA 30097

Phone: 678-542-3479

MAAInfo@membersatm.org www.membersatm.com

Members ATM Alliance (MAA) is a Credit Union Service Organization (CUSO) dedicated to assisting credit unions with comprehensive ATM management solutions. Collectively owned by its members, MAA offers a range of services, including monitoring, cash management, maintenance, and terminal driving, designed to streamline ATM fleet operations and reduce associated hassles. By partnering with MAA, credit unions can enhance operational efficiency and focus more on serving their members’ needs.

MEMBERS CORE ALLIANCE

Kyle Fowler

2810 Premiere Parkway, Ste 150 Duluth, GA 30097

Phone: 678-542-3479

kyle.fowler@the-league.coop www.memberscorealliance.com

Members Core Alliance provides credit unions a cutting-edge user-friendly core processing platform through a cooperative effort among trust peers. By outsourcing to your common platform, credit unions can streamline operations, expand service offerings, reduce expenses, and ease compliance burdens. Our solution leverages the latest technological advancements to ensure efficiency and reliability, empowering credit unions to better serve their members.

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NUSOURCE

Rick Smith

9749 Hamilton Rd. Eden Prairie, MN 55344

Phone: 888-786-7560

ricks@nusource.com www.nusource.com

NuSource provides innovative ATM, Branch Transformation and Security solutions that keep you a step ahead. Expect cutting-edge technology, tailored strategies and world class customer service to enhance the customer experience.

ORIGENCE

Cameron Rueff

18400 Von Karman Avenue, Suite 900 Irvine, CA 92612

Phone: 661-714-8941

cameron.rueff@origence.com www.origence.com

Origence is a credit union service organization (CUSO) providing financial technology that elevates the origination experience to increase loan volume, create efficiencies, and grow accounts. With Origence, financial institutions can originate consumer and indirect loans with greater levels of productivity and increased scale.

OSG

Karen Frazee

3692 Coolidge Court

Tallahassee, FL 32311

Phone: 850-558-1112

karen.frazee@myleverage.com www.myleverage.com

OSG is a leading provider of digital and print member statements and communications tailored for credit unions. With over 600 credit union clients, we provide engaging member communications while meeting regulatory and security requirements. Harness data, drive digital adoption and improve member experiences with one trusted partner.

OUR MORTGAGE TEAM (OMT)

Karen Frazee

3692 Coolidge Court

Tallahassee, FL 32311

Phone: 850-558-1112

karen.frazee@myleverage.com www.myleverage.com

Our Mortgage Team is a CUSO that is the premier mortgage origination, fulfillment and servicing resource for credit unions and their members throughout the Southeast. We provide industry-leading levels of service along with a comprehensive menu of available mortgage services. We welcome the opportunity to discuss the specific mortgage lending needs at your credit union.

Seamless ATM Management, Simplified

Managing your credit union’s ATM network doesn’t have to be a hassle. Member’s ATM Alliance takes care of everything:

• Cash Management

• Hardware Maintenance

• Software Maintenance

• Disputes

• Compliance

• Transaction Switching

• Terminal Driving

• Marketing

Member’s ATM Alliance is built with your needs in mind. Our trusted solutions help you reduce costs, enhance member convenience, and streamline operations. Gain access to over 32,000 surcharge-free ATMs nationwide. Let us handle the details so you can focus on what matters most –your members.

Member’s ATM Alliance, your trusted partner in comprehensive and hassle-free ATM management.

Empower Your Credit Union with Cutting-Edge Core Processing

Members Core Alliance in partnership with Sharetec provides credit unions a robust and userfriendly core processing platform to streamline operations and enhance member services.

Key Features:

• Comprehensive Core Processing utilizing an open API to seamlessly integrate existing third-party solutions, ensuring flexibility and efficiency.

• Modern Digital Banking Solution providing members with customizable mobile and online banking products featuring intuitive interfaces and advanced functionalities.

• Integrated Imaging System to manage documents effectively with a built-in imaging system, reducing paperwork and improving accessibility.

• Comprehensive Lending Solutions offer a full suite of lending tools to meet diverse member needs.

• Custom Report Writing generating tailored reports to gain valuable insights and support informed decision-making.

• Collaborative Environment to engage with a network of MCA credit unions, fostering shared innovation and mutual growth.

• Secure Cloud Hosting across dual data centers, ensuring reliable disaster recovery and data protection.

• 24/7/365 Support with access to round-the-clock service support, ensuring continuous assistance whenever needed.

• Transparent Pricing with no hidden fees, facilitating better financial planning.

To discover how MCA and Sharetec can transform your credit union’s operations and member experience, visit www.myleverage.com.

PAR NORTH AMERICA

Karen Frazee

3692 Coolidge Court

Tallahassee, FL 32311

Phone: 850-558-1112

karen.frazee@myleverage.com www.myleverage.com

PAR North America is the leading nationwide provider of vehicle transition services including recovery management, skip tracing, compliance, remarketing and title services. PAR leverages its corporate family connections under the OPENLANE (formerly KAR Global) umbrella to provide unique end-to-end solutions to our clients. PAR has a distinct advantage over our competition due to our strategic partnerships within OPENLANE and our affiliations with numerous technology sources and service providers.

PIVOT GROUP LLC

Jim Soenksen

5555 Glenridge Connector, Ste 200 Atlanta, GA 30342

Phone: 404-419-2160

jsoenksen@pivotgroup.com www.pivotgroup.com

PIVOT Group LLC is an Independent and Objective Audit, Assessment, and Compliance Services Firm. PIVOT Group LLC is also an approved Leverage Services Business Partner. Focusing on NCUA Reg 748 A&B, State & Local Data Privacy Laws, and PCI Compliance

RISE ARMORED AND SECURITY SERVICES

Tony Kather

4975 Bradford Dr. NW, Ste 200 Huntsville, AL 35805

Phone: 256-562-3303

info@risearmored.com www.risearmored.com

Rise Armored and Security Services is focused on providing first class cash in transit, cash management, and security staffing services. The Rise service area expands northern Alabama and southern Tennessee. Our mission is to partner with customers to ensure a safe, transparent, and reliable service. Rise provides cash in transit services, to include ATM replenishments and branch deliveries, vault/cash management, FRB deliveries/pickups, coin processing, ATM cleaning and inspections, and interoffice courier services. Rise Security provides security officers for a wide range of locations, from residential, to industrial, to financial institutions. Contact us today to see how we can work together.

SSERVISTAR CONSULTING

Taylor Murray

202 S. Union St., #55 Traverse City, MI 49685

Phone: 231-709-4413

taylor.murray@servistarconsulting.com www.servistarconsulting.com

A thriving culture is the key to unlocking higher performance and sustained growth. Since 1998, ServiStar has helped thousands of credit unions transform their culture, leaders, and staff into highperforming, award-winning, member-centric sales and service champions. We deliver a proven path to creating a great culture through consistent behavioral standards, well-trained staff and empowered leaders. As a proud CUSO, we exclusively serve credit unions. Our staff is made up of experts with years of industry experience. Thousands of credit unions have chosen ServiStar to power their culture of high performance. Contact us today to see how we can power yours!

SHARED COOPERATIVE SERVICES, LLC

Laura Vann

1 Perimeter Park South, Ste 130 Birmingham, AL 35243

Phone: 205-437-2181

SAGE DIRECT, INC.

Peter Beaudet

3400 Raleigh Drive SE Grand Rapids, MI 49512

Phone: 904-295-5906

pbeaudet@sagedirect.com www.sagedirect.com

PRINT RESOURCES, INC.

Karen Frazee

3692 Coolidge Court

Tallahassee, FL 32311

Phone: 850-558-1112

karen.frazee@myleverage.com www.myleverage.com

Print Resources Inc is a long proven provider of credit union print collateral. From traditional print materials and operational forms, to integrated cross-media marketing solutions, Print Resources can create, convey and deliver your messaging through multiple channels. Print Resources Inc, in partnership with OSG, is also a leading provider in the processing and production of printed Statements, e-Statements, Notices and Tax Forms. We currently serve almost 800 credit unions in the U.S.

For over 35 years, Sage Direct has been a trusted partner in the credit union movement, serving over 300 credit unions across 34 states. We specialize in secure, accurate, and flexible statement processing and marketing support services. As a full-service print and electronic solutions provider, Sage Direct supports 20 core platforms and numerous integrations, empowering credit unions to transform member communications into impactful marketing tools. Our commitment to personalized service ensures that each client’s unique needs are met with precision and care.

laura.vann@myscservices.com www.sharedcooperativeservices.com

Shared Cooperative Services is the shared branching network for Alabama, Georgia, and Connecticut, and is affiliated with the national CO-OP Shared Branch network. This collaboration grants your members access to over 5,400 locations in all 50 states, including over 350 locations in Alabama and Georgia. Shared Cooperative Services and CO-OP Shared Branch enhance business continuity and member convenience, ensuring seamless access to financial services nationwide In addition to shared branching network support, Shared Cooperative Services provides credit unions with valuable resources, including a marketing toolkit and seamless updates to help promote shared branching benefits to members.

SORENSON VAN LEUVEN

Jim Sorenson/Tyler Van Leuven

2015 Delta Blvd.

Tallahassee, FL 32303

Phone: 850-388-0500

jim@svllaw.com; tyler@svllaw.com www.svllaw.com

Sorenson Van Leuven is a law firm providing legal services to Credit Unions for collections, bankruptcy, foreclosure & litigation matters. Further, we provide consulting to Credit Unions on matters related to loss mitigation, collections, recovery & loan servicing issues. We have attorneys licensed in Florida and Georgia.

STS GROUP

Adam Stephens

26700 Success Dr. SW Madison, AL 35756

Phone: 256-957-8018

adam@stsgrp.com www.stsgrp.com

STS Group provides advanced security and automation solutions for banks and credit unions, including branch automation, electronic and physical security systems, and custom solutions to enhance efficiency and protect assets. Recognized by regional banking associations, STS Group is a trusted partner for financial institutions seeking reliable, innovative solutions.

UNITED RECOVERY & REMARKETING

Jeremy Hester

311 Moore Lane

Collierville, TN 38017

Phone: 901-795-5044

jhester@unitedr2.com www.unitedr2.com

United Recovery & Remarketing (UR2): The Industry leaders in Vehicle Recovery and Remarketing! Imagine a partner that takes the wheel, ensuring your journey from vehicle recovery to remarketing is not just smooth but downright thrilling AND compliant. Whether you’re a financial powerhouse or a member first local credit union, United will create a raving fan experience. You’ll experience cradle-to-grave services and cuttingedge solutions. Our mission? To be the undisputed best choice for organizations of any size, providing unparalleled service that allows you to focus on your core business while we take care of you like family.

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VOLCORP

Dale Goode

2460 Atrium Way Nashville, TN 37214

Phone: 615-232-7951

dgoode@volcorp.org www.volcorp.org

PREFERRED PARTNER

TRUSTAGE

Ann Michels 5910 Mineral Point Road Madison, WI 53701

Phone: 800-356-2644

ann.michels@trustage.com www.trustage.com

TruStage is a financially strong insurance, investment and technology provider, built on the philosophy of people helping people. We believe a brighter financial future should be accessible to everyone, and our products and solutions help people confidently make financial decisions that work for them at every stage of life. www.trustage.com

Founded in 1981, Volunteer Corporate Credit Union (VolCorp) is a not-for-profit financial services cooperative headquartered in Nashville, Tennessee, now serving more than 300 credit unions nationwide with more than $1 billion in total assets. VolCorp provides its members with the tools to succeed, specializing in dynamic payment solutions, tailor-made investment products, and incomparable member care. Solutions include customized consulting, compliance, audit, and risk-based services offered by Symphony LLC, a wholly owned CUSO. By prioritizing its membership, VolCorp remains deeply committed to the credit union philosophy of “People Helping People.” For more information, please visit http://www.volcorp. org/.

VYFI, LLC

Alan W. Ropes 1659 Achieva Way, STE 102 Dunedin, FL 34698 Phone: 727-475-4754 / 727-410-3589 (c) aropes@vyfi.com www.vyfi.com

Our CUSO specializes in assisting and guiding Credit Union clients through the performance of audits, assessments, and examinations. We focus on the identification of cyber threats and in meeting regulatory governance, information security, and compliance requirements as mandated by NCUA, state regulators and the Federal Reserve. Services are tailored specifically to individual credit union needs and are offered as bundled packages or à la carte. As a CUSO, all profits remain within the credit union family.

WELTMAN, WEINBERG & REIS CO., LPA

Dawn Pagon 5990 West Creek Rd., Suite 200 Independence, OH 44131

Phone: 216-739-5021 dpagon@weltman.com www.weltman.com

Weltman’s Credit Union Group serves hundreds of credit unions across the nation. Large or small, we partner with our credit unions to evaluate and find effective solutions for their business and legal needs. We offer an array of general counsel services –including on a retainer basis – to help credit unions meet their business goals, ensure their regulatory compliance, and manage their risk. Services include: Regulatory Compliance, Litigation & Defense, Consumer & Commercial Collections, Asset Recovery, Bankruptcy Services and Real Estate Default

"The cornerstones of our business are trust and safety. As such, security is one of our top priorities here at McCoy Federal Credit Union. Partnering with STS Group has been invaluable in helping us build and maintain security. We have truly enjoyed their consultative approach and the responsiveness of their technicians. They don't just offer services—they have become a partner in our mission. I highly recommend STS Group for their commitment to service and solutions."

Ronald Nesbitt, Executive Vice President / McCoy Federal Credit Union

SECURING YOUR CREDIT UNION

Bad actors never give up, constantly utilizing new and innovative ways to compromise your members. VYFI can provide you peace of mind through assessment, testing and validation of your critical controls. VYFI, LLC is here to help you sleep better at night!

As a Credit Union Service Organization (CUSO), our focus and expertise are built on providing high quality and cost effective audit and assessment services geared to improve your credit union’s overall security posture in alignment with NCUA and Regulatory requirements.

VYFI’s Information Security Assessment offering is fully aligned with NCUA’s Information Security Exam (ISE) protocols and guidance for SCUEP, Core, and Core+ complexities tailored to your institution’s size and complexity.

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Get in touch with us by ﬁlling out the form at vyﬁ.com/contact or give us a

MANAGED SECURITY SERVICES

At Dynamic Quest we believe that businesses should have a comprehensive, multi-faceted approach to cybersecurity. We don't provide 'starter kits' because they simply don't work.