2015 LSCU & Affiliates Vendor Directory

League of Southeastern Credit Unions & Affiliates

2015 Vendor Directory

2015 League of Southeastern Credit Unions & Affiliates

VENDOR DIRECTORY Product Categories Absolute Financial Equipment...............................4 Barfield, Murphy, Shank & Smith........................................5 Card Services for Credit Unions......................................6 Carr, Riggs & Ingram, LLC......6 CashTrans................................6 CU Engage..............................9 Delta Consulting Group.........10 Doeren Mayhew......................11 GFM Consulting, Inc..............13 Hutto & Carver, P.A.................14 Nearman, Maynard, Vallez, CPAs, P.A.............................18 Orth, Chakler, Murnane & Co., CPAs.....................................19 Pearce, Bevill, Leesburg, Moore, P.C. Certified Public Accountants........................19 Porter Keadle Moore, LLC.....20 PSCU........................................20 Saltmarsh, Cleaveland & Gund....................................22 Strategic Resource Management.......................24 Strohl Risk Solutions...............24 Taza Systems, Inc....................24

AUTOMOBILE SOLUTIONS

Allied Solutions.......................4 Automotive Credit Union Services................................5 CRIF Lending Solutions..........9

Ding Guard..............................11 Integrated Lending Technologies, LLC...............15 NADA Used Car Guide..........17 PDP Group, Inc.......................19 Remarketing by GE................21 Strategic Remarketing Solutions LLC......................24 van Wagenen..........................26

COLLECTIONS

Allied Solutions.......................4 DiRect Management, Inc.......11 EPL...........................................12 Regional Adjustment Bureau..................................21 Taza Systems, Inc....................24 United Solutions Company....26

COMPLIANCE & RISK MANAGEMENT

Absolute Financial Equipment...............................4 Accolade Asset Liability Advisory Services................4 Allied Solutions.......................4 Applied Technology Resources, Inc.....................5 Carr, Riggs & Ingram, LLC......6 Credit Union Vendor Management.......................8 CRIF Lending Solutions..........9 CU Engage..............................9 CUNA Mutual Group..............10 Doeren Mayhew......................11 Dolphin Debit Access.............11

DATA PROCESSING

Cathedral Corporation...........7 CFS Inc.....................................7 CheckAlt..................................7 CU Engage..............................9 CUtopia...................................10 EPL...........................................12 Fiserv........................................12 Palmetto Cooperative............19 Sage Direct, Inc.......................22 Samaha & Associates, Inc......22 Share One, Inc........................23.

Sharetec...................................23.

Taza Systems, Inc....................24.

The Members Group..............25 United Solutions Company....26

To locate vendors of a specific product or service, refer to the PRODUCT CATEGORIES on page 2-3. Each product category identifies a list of suppliers. To obtain a specific company’s contact information, including website, turn to the VENDOR DIRECTORY on pages 4-27.

EFT SERVICES

Allied Solutions.......................4 CashTrans................................6 CFS Inc.....................................7 CU Engage..............................9 CU24........................................9 Dolphin Debit Access.............11 EPL...........................................12.

Fiserv........................................12.

Palmetto Cooperative............19.

Samaha & Associates, Inc......22 Vantiv.......................................26

FACILITY DESIGN

CashTrans................................6 Consultants & Builders, Inc....8 Zero-In.....................................27

FINANCIAL SERVICES

Absolute Financial Equipment...........................4 Accolade Asset Liability Advisory Services................4 Allied Solutions.......................4 ASI/ESI.....................................5 Burns-Fazzi, Brock...................6 Card Services for Credit Unions..................................6 CashTrans................................6 CheckAlt..................................7 Coastal Securities, Inc............7 Corporate One Federal Credit Union........................8 CRIF Lending Solutions..........9 CU Engage..............................9 CUNA Mutual Group..............10

Please note: LEVERAGE Preferred Partners can be easily identified by the Preferred Partner logo next to each of their listings.

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Welcome to LSCU’s Vendor Directory – a special addition to Signal Magazine and a valuable resource to assist credit union executives in identifying, locating and sourcing credit union supplies and their products and services.

Fiserv........................................12 Howard & Howard Attorneys PLLC...................13 Integrated Lending Technologies, LLC...............15 Kaufman & Canoles................15.

Maple Street, Inc....................16 NADA Used Car Guide..........17 Nearman, Maynard, Vallez, CPAs, P.A.............................18 PDP Group, Inc.......................19 Pearce, Bevill, Leesburg, Moore, P.C. Certified Public Accountants........................19 Porter Keadle Moore, LLC.....20 Saltmarsh, Cleaveland & Gund....................................22.

Strohl Risk Solutions...............24 Taza Systems, Inc....................24 United Solutions Company....26 van Wagenen..........................26

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AUDIT & CONSULTING

Product Categories continued Fiserv........................................12 Insuritas...................................14 Legacy Member Services.......15 Member Business Solutions, LLC.....................16 MEMBERS Trust Company.....17 Mortgage Information Services, Inc.........................17 OM Financial Group..............18 Palmetto Cooperative............19 PSCU........................................20 Q2............................................20 Quality Data Systems (QDS)...................................21 Raymond James.....................21 Sage Direct, Inc.......................22 Saltmarsh, Cleaveland & Gund....................................22 Stonegate Mortgage..............23 Taza Systems, Inc....................24 The Baker Group....................25 The Members Group..............25 Vantiv.......................................26 Vining Sparks..........................27

HUMAN RESOURCES

Allied Solutions.......................4 Burns-Fazzi, Brock...................6 HRx...........................................14 John M. Floyd & Associates............................15 Kaufman & Canoles................15 Optimal Talent Solutions........18 O’Rourke & Associates...........19

IDENTITY THEFT PROTECTION

Member Security Center........17

INFORMATION SECURITY

Pivot Group LLC.....................20

LEGAL SERVICES

Howard & Howard Attorneys PLLC.....................................13 Kaufman & Canoles................15 Trimmier, Kudulis, & Reisinger, LLC......................25 Vernis & Bowling, Attorneys

at Law...................................26

LENDING SERVICES

Accolade Asset Liability Advisory Services................4 Allied Solutions.......................4 Applied Technology Resources, Inc.....................5 CheckAlt..................................7 Credit Union Acceptance Company LLC......................8 Crescent Mortgage................8 CRIF Lending Solutions..........9 CUNA Mutual Group..............10 EPL...........................................12 Fiserv........................................12 Integrated Lending Technologies, LLC...............15 NADA Used Car Guide..........17 Samaha & Associates, Inc......22 Stonegate Mortgage..............23 Taza Systems, Inc....................24 TruHome Solutions.................25 Visible Equity...........................27

MARKETING

Allied Solutions.......................4 ASI/ESI.....................................5 Card Services for Credit Unions..................................6 CashTrans................................6 Cathedral Corporation...........7 CU Engage..............................9 CUNA Mutual Group..............10 Curtis 1000...............................10 Deepe Communications........10 Fiserv........................................12 Flex Digital..............................13 Palmetto Cooperative............19 Print Resources, Inc................20 PSCU........................................20 Raoust+Partners.....................21 Sage Direct, Inc.......................22 True North Custom.................25 Zero-In.....................................27

MEMBER SERVICE SOLUTIONS

Allied Solutions.......................4 BreakAway Loyalty..................5

Card Services for Credit Unions..................................6 Cathedral Corporation...........7 CheckAlt..................................7 Common Sense Solutions......7 CU Engage..............................9 CU Solutions Group...............9 CUtopia...................................10 EPL...........................................12 Fiserv........................................12.

Insuritas...................................14 Palmetto Cooperative............19 PSCU........................................20 Sharetec...................................23 True North Custom.................25 Washington National Insurance Company............27 Zero-In.....................................27

MORTGAGE SERVICES

Allied Solutions.......................4 Applied Technology Resources, Inc.....................5 CheckAlt..................................7 Crescent Mortgage................8 CRIF Lending Solutions..........9 CU Members Mortgage.........9 CUNA Mutual Group..............10 Fiserv........................................12 Freedom Mortgage................13 Global DMS.............................13 Maggie Mae............................16 Market Valuation Services......16 Saltmarsh, Cleaveland & Gund....................................22 Stonegate Mortgage..............23 Taza Systems, Inc....................24 TruHome Solutions.................25 van Wagenen..........................26

NETWORK SECURITY SERVICES

Accolade Asset Liability Advisory Services................4 EPL...........................................12 Fiserv........................................12 Porter Keadle Moore, LLC.....20 Saltmarsh, Cleaveland & Gund....................................22 Southeast Systems, A FEDCorp

First Quarter 2015

Company.............................23 United Solutions Company....26 Windstream.............................27

OPERATIONAL SOLUTIONS

Absolute Financial Equipment...........................4 Adapt Telephony Services, LLC.......................4 Allied Solutions.......................4 Applied Technology Resources, Inc.....................5 ASI/ESI.....................................5 CashTrans................................6 CFS Inc.....................................7 CheckAlt..................................7 Credit Union Vendor Management.......................8 CUtopia...................................10 DATAMATX.............................10 Dolphin Debit Access.............11 EFT Source..............................12 EPL...........................................12 FEDCorp, Inc...........................12 Fiserv........................................12 GLORY Global Solutions........13 HRx...........................................14 Integra Business Systems, Inc.........................14 MAP.........................................16 Palmetto Cooperative............19 PSCU........................................20 Quality Data Systems (QDS)...................................21 Sage Direct, Inc.......................22 Saltmarsh, Cleaveland & Gund....................................22 Samaha & Associates, Inc......22 Seibold Security, Inc...............22 Sharetec...................................23 Strategic Resource Management.......................24 United Solutions Company....26 Vantiv.......................................26 Zero-In.....................................27

PURCHASING STRATEGIES

Strategic Purchasing...............24

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2015 League of Southeastern Credit Unions & Affiliates

VENDOR DIRECTORY VENDORS A

ABSOLUTE FINANCIAL EQUIPMENT Carl B. Schriber 2251 Destiny Way, Unit #2 Odessa, FL 33556 Phone: 727-753-0233 carl@afsiatms.com www.afsiatms.com Absolute Financial Equipment is a full-service provider of banking equipment, specializing in fully refurbished and new ATMs. We provide your financial institution with complete solutions for all of your ATM projects from recommending the appropriate unit, providing the hardware, delivery, coordinating the installation, set-up and bring live, to on-going 1st and 2nd line maintenance. We also provide teller cash recyclers, self-service coin counters, kiosks, surrounds, encoders, interactive teller ATMs and other associated financial equipment and services. Let us help you with your ADA, PCI, and EMV compliance needs at your ATMs. More Than an ATM Source... A Solution.

Asset/Liability Advisory Services

ACCOLADE ASSET LIABILITY ADVISORY SERVICES Aaron Rouse 3692 Coolidge Court Tallahassee, FL 32311 Phone: 850-701-4071 arouse@accoladeadvisory.com www.accoladeadvisory.com Accolade, founded in 2007, is a credit union service organization (CUSO) of Corporate One, offering guidance and support through our Asset/Liability (ALM), Investment and Loan Advisory Services. Additionally, we offer strategic consulting and model validation services to credit unions nationwide. Leveraging our core competencies in these areas, Accolade helps credit unions with varying balance sheet complexities optimize their financial performance with mitigating and managing any associated risk. Our services are turnkey and competitive with our expert team serving as an extension of your credit union’s staff.

ADAPT TELEPHONY SERVICES, LLC Jerry Brown 600 Enterprise Drive Suite 204 Oak Brook, IL 60523 Phone: 630-468-7500 jerryb@teamadapt.com www.teamadapt.com Adapt provides an all-in-one VoIP communications system for credit unions with complete disaster recovery.

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Extensive core integration provides some 120 credit unions nationwide with screen pops, bank by phone, in-queue balance announcements, IVR with speech, multimedia contact center, enterprise IP telephony, voice-mail and real time reports. Financial customers currently range from $100M to $9B+ in assets. Adapt’s principal product offering, the market-leading Interactive Intelligence all-in-one IP communications software suite called Customer Interaction Center™, is optimized

by Adapt’s certified and highly trained team of Smart suite application developers, implementation specialists, project managers, sales engineers and technical support professionals.

ALLIED SOLUTIONS Mark Bugalski 6111 Broken Sound Parkway Suite 120 Boca Raton, FL 33487 Phone: 561-999-5598 mark.bugalski@alliedsolutions.net www.alliedsolutions.net Allied Solutions is proud to be one of the largest providers of insurance, lending, and marketing products and services to credit unions nationwide.

We provide access to “best in class” products, combined with unparalleled customer service. Core products include AD&D, Credit Life/Credit Disability, Debt Protection, GAP and MBP. Visit us online at www.alliedsolutions.net

APPLIED TECHNOLOGY RESOURCES, INC. John Barcelo 10913 70th Ave N. Seminole, FL 33772 Phone: 727-386-7704 jbarcelo@appliedtechres.com www.appliedtechres.com ATR provides our Credit Union partners a single-source in the areas of Title & Lien Search, Property Valuation and a host of support services in the Mortgage origination, default and servicing sectors. From a Current Owner Report for an In-House refinance to a full portfolio valuation review, ATR provides cutting edge technology coupled with specific industry expertise saving our clients valuable time, money, and risk exposure. Contact us today and learn how we can do the same for you!

ASI/ESI Lori Solberg 5656 Frantz Road Dublin, OH 43017 Phone: 800-521-6342 lsolberg@americanshare.com www.americanshare.com www.excessshare.com Business…Not Bureaucracy. Celebrating 40 years, American Share Insurance (ASI) offers an alternative to federal deposit insurance for state-chartered credit unions in Alabama. ASI’s business partnership allows credit unions the flexibility to operate without a one-size

fits all approach. And, ASI insures up $250,000 per account of every member, with no limit to the number of accounts insured. Excess share insurance is also available to state and federally chartered credit unions in Alabama and Florida through ASI’s subsidiary, Excess Share Insurance Corporation (ESI). ESI’s coverage, when combined with federal coverage, insures accounts up to $500,000.

AUTOMOTIVE CREDIT UNION SERVICES Lisa Renaud 1300 S. Federal Highway Ft. Lauderdale, FL 33316 Phone: 305-389-3732 Irenaud@automotivecuservices.com www.automotivecuservices.com Automotive Credit Union Services provides credit union members and staff with a pre-owned purchasing program. We have hundreds of certified pre-owned vehicles to choose from and multiple dealership locations conveniently located for your members.

We have over 25 years experience in the automotive and credit union industry. Our Palm Beach location is A+ rated by the BBB and our Ft. Lauderdale location has a WE Financial Federal Credit Union branch directly inside. We have a free vehicle locate service and provide off site/on site vehicle sales. Our goal is to make your members happy and help increase your auto loan volume.

First Quarter 2015

B BARFIELD, MURPHY, SHANK & SMITH Cynthia Hudson, CPA 1121 Riverchase Office Road Birmingham, AL 35244 Phone: 205-982-5500 chudson@bmss.com www.bmss.com Barfield, Murphy, Shank & Smith provides credit union solutions including: opinion audits, internal audits, supervisor audits, bank secrecy act (BSA) compliance, Tax Form 990, Unrelated business income tax (UBIT).

BREAKAWAY LOYALTY Greg Trzaska 555 North Point Center East Suite 230 Alpharetta, GA 30022 Phone: 678-893-8210 gtrzaska@breakawayloyalty.com www.breakawayloyalty.com C

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BreakAway Loyalty is one of the nation’s foremost providers of innovative loyalty marketing programs for financial institutions. For the last 10 years BreakAway has been designing, creating, and implementing solutions that build loyalty, increase customer frequency, and improve customer acquisition and retention. BreakAway helps FI’s create an interactive environment that motivates engagement and builds brand loyalty. BreakAway helps FI’s identify, motivate, and retain their best customers with fully customized solutions that create an appealing customer experience. BreakAway offers a comprehensive, enterprise-

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2015 League of Southeastern Credit Unions & Affiliates

VENDOR DIRECTORY wide solution that is tailored to the customer’s objectives while at the same time achieving significant reductions in program costs.

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CARD SERVICES FOR CREDIT UNIONS BURNS-FAZZI, BROCK Rich Brock 4600 Park Road Suite 200 Charlotte, NC 28209 Phone: 877-332-2265 x 202 rbrock@bfbbenefit.com www.bfbbenefit.com Burns-Fazzi, Brock consults on Executive Benefits, Benefit Liability Management, and Institutional Asset Management.

We provide credit unions with solutions for recruiting, rewarding, and retaining talented executives, including innovative methods for offsetting those costs. Our customized solutions ensure federal and state regulatory compliance in meeting your specific needs, from board education and design to implementation and administration. BFB’s proprietary online administration platform provides clients and participants with account access, on-demand reports, accounting entries, and more. BFB earned the NAFCU Preferred Partner designation for Executive Benefits and Compensation Consulting Services. View educational resources and register for upcoming webinars at www.nafcu.org/BFB.

Andrea Sullivan 3031 N. Rocky Point Drive West Suite 750 Tampa, FL 33607 Phone: 813-901-4586 x 332 asullivan@cscu.net www.cscu.net CSCU enables credit unions to build long-term relationships by being a trusted, single-source provider of bestin-class electronic payments products and services. CSCU offers a complete suite of electronic payment solutions including credit, debit, ATM driving, merchant, prepaid, and commercial card processing as well as the latest innovations such as EMV (chip) credit and debit cards, mobile payments and mobile banking. Furthermore, a complete suite of comprehensive marketing resources is available to reach cardholders at every stage of the member life cycle.

CARR, RIGGS & INGRAM, LLC Doug Mims 1117 Boll Weevil Circle Enterprise, AL 36330 Phone: 334-348-1326 dmims@cricpa.com www.cricpa.com Carr, Riggs & Ingram (CRI) leverages expertise derived from serving more than 140 financial institution clients

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across the South. Our team believes in providing innovative accounting, auditing, and consulting solutions designed to improve our clients’ bottom lines and help move them from compliance to competitive advantage. CRI’s financial institution industry knowledge, insight, and client accessibility ensure the deliver of timely, high-quality, and cost-effective solutions. Core services include financial statement audits, internal audits, regulatory compliance services, IT audits, penetration and vulnerability testing, mergers & acquisitions, and forensic services.

Join our financial institution conversation from blog.CRIcpa.com

CASHTRANS Nick Schuster 3286 Humphries Hill Road Austell, GA 30106 Phone: 770-941-6680 x 128 nick.schuster@cashtrans.com www.cashtrans.com Serving over 900 financial institutions, retailers and city/county governments since 1996, we provide exceptional products/services, plus cost efficient high quality branch and ATM equipment, ATM turn-key outsourcing, ATM driving/processing, consulting and a full range of merchant payment services. As a Diebold Certified Dealer, we also offer a full range of Integrated Services, branch equipment, cash recyclers, safes, security systems, VAT Systems, custom solutions and much more. Our Credit Union clients deserve and expect only the best and we commit that we will earn your business every day!

CATHEDRAL CORPORATION John Cunneen 24 Rossotto Drive Hamden, CT 06514 Phone: 800-842-4488 jcunneen@cathedralcorporation.com www.cathedralcorporation.com Competition for clients is fierce in the crowded financial sector. How do you capture the attention of prospects, convert them to clients, retain their loyalty, and then cultivate a lasting relationship? Cathedral Corporation offers Credit Union Essentials速, a suite of multi-channel marketing vehicles that provide relevant, targeted messages at key stages in the client lifecycle. From statements and transactional documents to on-statement messaging, email marketing and data mining, Cathedral creates custom, end-to-end solutions that meet your goals. Our unparalleled customer service, combined with our absolute commitment to quality and accuracy, make us the partner of choice for your communication needs.

CFS INC. Mike Conlan 2151 Delta Blvd.

Suite 101 Tallahassee, FL 32303 Phone: 850-386-2902 mike@cfssolutions.com www.cfssolutions.com

21 (deposits images to Fed), Image Wizard Mobile (deposits checks with mobile phone), Image Wizard ATM (deposits checks and cash with ATM), and Image Wizard merchant deposit.

Our software works in the cloud, the back office, or the data center.

CHECKALT Shai Stern 13851 SW 119 Avenue Miami, FL 33186 Phone: 310-417-1050 sstern@checkalt.com www.checkalt.com CheckAlt is a Check 21 application and processing provider for financial institutions and businesses. CheckAlt assists financial institutions in more efficiently processing their items from all capture points within the bank or credit union, and in attracting and retaining business customers with innovative white label payment solutions.

Additionally, CheckAlt offers easy-tointegrate APIs for mobile and web developers that want to accept Check 21 payments. Products include eChecks, Item Processing, Remote Deposit Capture (RCD), Mobile Capture, Mobile Payments, eCommerce, Lockbox Services, Bill Payments, Point of Sale, Duplicate Retention, Statement Rendering, and Electronic Bill Presentment.

COASTAL SECURITIES, INC. D. Ann Komar 920 Memorial City Way Suite 1100 Houston, TX 77024 Phone: 800-489-3232 dak@coastalsecurities.com www.coastalsecurities.com Coastal Securities is an institutional fixed income broker/dealer that specializes in buying and selling secondary market government guaranteed SBA & USDA small business loan participations. Credit unions of all sizes can employ this safe and cost effective investment strategy using secondary market government guaranteed loans to help grow the loan portfolio, address interest rate risk and reduce concentration risk with no credit risk. Coastal is one of the oldest and most active market makers for government guaranteed loans and SBA pool securities, averaging close to $4 billion in total transaction volume in government guaranteed loan products over the last three years.

COMMON SENSE SOLUTIONS Teresa Allen 9985 Afton Place Shreveport, LA 71106 Phone: 800-797-1580 tallen@allenspeaks.com www.allenspeaks.com Sales & Member Service Presentations.

For 20 years Teresa Allen has brought dynamic highly interactive presentations to credit unions across the U.S. Popular programs include Member Conflict; Opportunity Knocks and Art of Asking Questions; Your Key to CU Sales.

CFS is a software company located in Tallahassee, Florida. We have been servicing credit unions for fifteen years.

Our solutions are Image Wizard, Check

First Quarter 2015

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2015 League of Southeastern Credit Unions & Affiliates

VENDOR DIRECTORY

Consultants & Builders, Inc. (CBI) is a full service design-build firm providing the most creative and costefficient solutions for our clients’ financial facility needs. Established in 1986, the company is located in Norcross, GA and offers a complete portfolio of integrated services including real estate services, facility planning and design, interior design, construction, branding and merchandising services. Value-oriented and time-tested, our seamless, single-source model consistently earns the highest level of satisfaction.

CORPORATE ONE FEDERAL CREDIT UNION Toby Thomas 8700 Orion Place Columbus, OH 43240 Phone: 866-MYCORP1 tthomas@corporateone.coop www.corporateone.coop Corporate One Federal Credit Union is one of the nation’s largest and most progressive corporate credit unions with more than $5 billion in assets. We offer

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CREDIT UNION ACCEPTANCE COMPANY LLC Kurt Howard 9601 Jones Road Suite 108 Houston, TX 77065 Phone: 866-970-2822 x 111 khoward@cuac.com www.cuac.com CUAC provides a vast array of indirect lending services including full service turn-key solutions & application provider offering that allows credit unions to utilize the latest technology to run their own indirect program. CUAC utilizes state of the art technology including DealerTrackTM, RouteOne®, eContracting Fax & Digital funding & also offers credit unions a robust car buying web solution.

Kelli Silvernale 3692 Coolidge Court Tallahassee, FL 32311 Phone: 303-502-2333 x 3 kelli@cuvm.org www.cuvm.org

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Tyler Williams 3100 Medlock Bridge Road Suite 420 Norcross, GA 30071 Phone: 770-729-8183 tyler.williams@ consultantsandbuilders. com www.consultantsandbuilders.com

CREDIT UNION VENDOR MANAGEMENT PR E

CONSULTANTS & BUILDERS, INC.

correspondent solutions, including ATM/ debit cards, credit cards, share draft imaging, and depository and electronic payment and investment services to credit unions across the U.S. Throughout our history, Corporate One has developed innovative solutions such as SimpliCD, the turnkey certificate of deposit program now marketed by corporate credit unions nationwide; Alliance One, one of the nation’s largest non-network specific ATM selective surcharging groups; and a world-class, EMV-ready Cards Solutions, designed specifically for small and mid-size credit unions.

CUVM (Credit Union Vendor Management), created by credit unions for credit unions, provides vendor management services for credit unions.

Credit unions often share many common vendor partners. Our solution provides cloud-based technology to efficiently collect and distribute due diligence documentation, and manage vendor relationships. We provide a dedicated analyst and a team of support staff to ensure the success of your Vendor Management program. Services Include: Free Sample Board Policy, Risk Assessment Assistance, Limited Reviews, Vendor Document Repository, Archived Documents, Permission based access to the CUVM Contract Management System, Disaster Recovery Tool.

CRESCENT MORTGAGE Charity Smith 6600 Peachtree Dunwoody Rd NE Atlanta, GA 30328 Phone: 800-851-0263 csmith@crescentmortgage.net www.crescentmortgage.com Founded in 1993, Crescent Mortgage has always been a premier provider of secondary

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Mary Elicia DelSanto RRED PARTN FE 38695 W Seven Mile Suite 200 Livonia, MI 48152 Phone: 800-262-6285 x753 me.delsanto@cusolutionsgroup.com www.lovemycreditunion.org

James Guild 300 4th Avenue South Suite 200 St. Petersburg, FL 33701 Phone: 727-689-9973 info@cuengage.com www.cuengage.com CU Engage was launched to transform the process that credit unions experience when working on their technology and payment strategies.

As a consulting partner, our approach is completely focused on engagement with a WIN/WIN/WIN result-for the member, credit union and vendor/ partner. Credit and Debit Card RPFx, Visa & MasterCard Incentive Evaluations, Online Banking/Bill Pay/Mobile Vendor selections, Payment and Channel Strategies, EMV, Apple Pay, Mobility.

CU MEMBERS MORTGAGE Linda Clampitt 15455 Dallas Parkway Suite 900 Addison, TX 75001 Phone: 800-607-3474 lindacl@homeloancu.com www.cumembers.com

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With over 30 years of expertise, CRIF Lending Solutions is the nation’s largest provider of direct and indirect lending solutions. We give credit unions of all sizes the tools they need to succeed.

Our innovative suite of products and services includes CRIF Achieve marketing and lending analytics, CRIF ACTion loan and account origination systems, and CRIF Select outsourced loan processing, underwriting and dealer management services.

CU ENGAGE

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Kyle Kehoe 280 Interstate N. Circle Suite 400 Atlanta, GA 30339 Phone: 770-541-4567 info@criflending.com www.criflending.com

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CRIF LENDING SOLUTIONS

CU SOLUTIONS GROUP

The premier provider of complete mortgage solutions for members for more than 1,000 credit unions nationwide. Advanced technology, customized partnerships levels, training and marketing support, help you build a strong and secure mortgage department. Call today to find out how we can work together to provide for all your members’ needs.

First Quarter 2015

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mortgage offerings for Credit Unions.

We fully understand the level of service you MUST provide your members and are dedicated to providing you with the information and solutions you need when choosing a mortgage lending partner. We offer a full line of conventional, government and Jumbo products and we provide you with the training to ensure a successful partnership. We aim to Exceed your Expectations Daily! www.CrescentMortgage.com.

CU Solutions Group helps credit unions improve service, growth and financial strength by offering a broad array of solutions that focus in areas of technology, marketing, lending and operations, HR performance and membership enhancements.

CU24 Joe Woods 2120 Killarney Way Tallahassee, FL 32309 Phone: 877-570-2824 joe.woods@cu24.com www.cu24.com CU24 operates the largest credit union-owned ATM and POS network, including access to more than 85,000 surcharge-free ATMs. CU24 offers a range of payment-related programs and services that can be tailored to meet the objectives of individual credit unions to meet the demands of an ever-changing financial services industry. CU24 is committed to providing the expertise and services that help credit unions compete and improve their members’ lives. CU24 we know you, we know your credit union. For more information, visit www.CU24.com.

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2015 League of Southeastern Credit Unions & Affiliates

VENDOR DIRECTORY Curtis 1000 representative or visit us at www.curtis1000.com today to learn how we can be your single source for business communications products, services and expertise.

simplicity, ease of use and access to services; anywhere, anytime and any channel.

CUNA MUTUAL GROUP RED PART ER N

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F Todd Hoepker 5910 Mineral Point Road Madison, WI 53705 Phone: 800-356-2644 todd.hoepker@cunamutual.com www.cunamutual.com

CUNA Mutual Group was founded in 1935 by credit union pioneers and our commitment to their vision continues today. We offer insurance and protection for credit unions and members; lending solutions and marketing programs; TruStage™ branded consumer insurance products; and investment and retirement services to help our customers succeed.

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CUTOPIA John Pantaleon 6900 S. Orange Blossom Trail Orlando, FL 32809 Phone: 888-596-4947 www.cutopiasolutions.com CUtopia, a division of Worldwide Interactive Services, LLC develops products inspired by the credit unions we serve.

Flexibility offered to credit unions with an on-premise or “in the cloud” solution for core data processing integrated with feature rich member services, CUtopia interfaces with over 35 data processors to provide hosted audio response, Internet, and mobile banking solutions.

CURTIS 1000 Steve Lawrence 1725 Breckinridge Parkway Suite 500 Duluth, GA 30096 Phone: 877-287-8715 slawrence@curtis1000.com www.curtis.com Curtis 1000 delivers innovative marketing and print management solutions tailored to the unique needs of credit unions.

Our direct mail, email and web-based campaigns are designed to generate more accounts, members and revenue for your organization, while our print management tools are built to control inventory, manage your supply chain and eliminate expense from your print communications. Call your local

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DEPPE COMMUNICATIONS

20TH ANNIVE

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Kim Deppe 1880 Paradise Moorings Blvd.

Middleburg, FL 32068 Phone: 904-524-0170 kim@deppecommunications.com www.deppecommunications.com It is a competitive game, and having the right marketing moves can make the difference between moving forward and being cornered. Deppe Communications excels in creating strategic, integrated marketing that combines online traditional marketing methods.

With more than 25 years’ experience in business marketing, including the credit union industry, Deppe Communications mixes strategic perspective with new media savvy. We can create targeted marketing to members that is effective and cost-efficient. Call or visit our website today for information and make a smart move for your credit union.

DATAMATX Bob Shepard 3146 Northeast Exp. NE Atlanta, GA 30341 Phone: 770-936-5600 bshepard@datamatx.com www.datamatx.com At DATAMATX the question we answer everyday is how can we improve member engagement for you? Our full color statement print solutions seamlessly linked to our omni-channel customer communications solution empowers you to give your members

DELTA CONSULTING GROUP Timothy Proctor 83 Baybridge Drive Gulf Breeze, FL 32563 Phone: 850-916-0000 tproctor@deltaconsulting.cc www.deltaconsulting.cc Is reducing costs one of your goals? In the last 3 years, we have worked with

8 Credit Unions in the State of Florida.

Actual Results: $100m CU saved $50k $400m CU saved $200k, $1B CU saved $500k. 25 years of Telecom Expertise leads to Creative and Unique ways to reduce your costs. With our Cost Savings expertise, our experience in the Credit Union Industry, and working on new deals daily, we know market pricing, specialty vendors to consider, and new technologies that can save you money.

We identify billing errors and negotiate sizable billing credits. Our work is guaranteed.

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Jonathan Himmelwright 4710 Earth City Expressway Bridgeton, MO 63055 Phone: 407-271-5227 jonathan.himmelwright@ dentwizard.com www.dentwizard.com

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DING GUARD

Unlike other appearance products, Ding Guard is a reconditioning product from a reconditioning company - Dent Wizard - with a national service footprint and a network of trained employees, insured professional technicians, anchored by unmatched back office support. Ding Guard offers two options of coverage, including unlimited repairs on everyday dings and dents, unlimited windshield chip repair, four cosmetic wheel repairs.

Call us today to learn which plan, Ding Guard or Ding Guard Preferred, will work for you.

DIRECMANAGEMENT, INC.

DOEREN MAYHEW

Ed Cross Jr. 4320 Downtowner Loop South Suite A Mobile, AL 36609 Phone: 251-454-5992 ecross@direcmanagement.com www.direcmanagement.com

Robin D. Hoag 6450 N. Andrews Ave. Suite 200 Ft. Lauderdale, FL 33309 Phone: 954-928-3340 hoag@doeren.com www.doeren.com

DiRecManagement, Inc. is a 3rd-party collection agency based in Mobile, Alabama. While many of our clients are located on the Gulf Coast, DiRecManagement, Inc. serves businesses throughout the Southeast and nationwide. DiRecManagement, Inc. handles traditional 3rd-party collections, including medical, retail, commercial and especially credit union clients. We also handle non-traditional collection matters, such as early-out programs, fraud reconciliation campaigns, and contract telephone collections. When you partner with DiRecManagement, Inc., you’ve chosen to work with a company that will go to great lengths to professionally manage your collection needs while respecting your reputation.

Our services include litigation where needed, skip tracing, and asset location while complying with all applicable laws and regulations. Find out how we can generate results that will improve your bottom line. Please contact either: Ed Cross, Director of Sales & Marketing, at ecross@direcmanagement.com, or 251-344-6660/888-344-3408, or Wayne McBride, President, at wmcbride@direcmanagement.com.

For nearly 40 years, our Financial Institutions Group has dedicated itself to the industry serving more than 150 financial institutions across the nation with effective external and internal auditing, information technology assurance, regulatory compliance, lending reviews, merger advisory services and much more. Drawing on our expertise to assist in assessing opportunities, managing risk and delivering value to credit union stakeholders.

First Quarter 2015

DOLPHIN DEBIT ACCESS Dea Lukac 18 Augusta Pines Drive Suite 245 E Spring, TX 77389 Phone: 412-999-5075 dlukac@dolphindebit.com www.dolphindebit.com Dolphin Debit Access is a full-service ATM management company that owns and operates ATMs for financial institutions. Dolphin’s turnkey ATM service includes deployment of new ATM equipment combined with terminal driving, ATM maintenance, armored car service, communications, monitoring and dispatch, and cash management. Dolphin Debit operates

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2015 League of Southeastern Credit Unions & Affiliates

VENDOR DIRECTORY all types of equipment in various on-premises and off-premises venues.

In addition, Dolphin Debit has the rights to install and operate drive-up ATMs at Walmart/Murphy USA locations in multiple states. Dolphin Debit customizes solutions to the specific needs of clients, with a flexible, cost-saving approach that enables redeployment of company assets to improve the bottom line.

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EFT SOURCE Teddy Dinker 556 Metroplex Drive Nashville, TN 37211 Phone: 615-426-7224 teddydinker@eftsource.com www.eftsource.com EFT Source, a CPI Card Group company, is a leading provider of card personalization and fulfillment services to the financial industry. EFT Source offers turnkey solutions with the fastest turnaround and highest quality – all supported by unmatched customer service. We are serious about service, metrics and innovation. Our revolutionary instant issuance service, Card@Once®, is the first affordable, PCI certified, webbased solution in the industry. Visit us at www.eftsource.com or www.cardatonce.com.

F EPL

Financial Equipment & Data Corporation

Robin Kolvek 22 Inverness Center Parkway Suite 400 Birmingham, AL 35242 Phone: 205-408-5300 robin.kolvek@epl.net www.eplinc.com

FEDCORP, INC.

EPL has served credit unions’ technology needs exclusively for 38 years. As a core solutions provider, EPL empowers credit unions by tailoring solutions to fit their needs and leveraging member data into knowledge, helping foster growth and build lasting member relationships. EPL’s core delivers an open system Connection Suite of solutions including lending, collections, robust online relationship banking, CRM, debit cards, document imaging, fraud detection, shared branching, and much more. We align with credit unions for a common purpose-to provide technology solutions that provide differentiation in an increasingly competitive financial services market.

Get Connect Today at www.eplinc.com!

Mike Pruett; Chip Smith 2169 Stanton Road Suite 100 Daphne, AL 36526 Phone: 251-661-6286 mikep@fedcorpatm.com chips@fedcorpatm.com www.fedcorpatm.com FEDCorp is a full-service provider of ATM terminals-from sales, service, and processing to a customized outsourced program tailored to meet your needs. FEDCorp is an authorized dealer and service provider of NCR equipment specializing in branch automation including simple cash dispensers, the all new Automated Information Tellers (“AITs”), and teller cash recyclers.

FEDCorp also carries a complete line of currency counters, discriminators, and coin machines.

FISERV 255 Fiserv Drive Brookfield, WI 53045 Phone: 800-872-7882 getsolutions@fiserv.com www.fiserv.com Fiserv (NASDAQ: FISV) is a leading global provider of information management and electronic commerce systems for the financial services industry. Fiserv provides integrated technology and services that create value for our clients.

Fiserv drives innovation that transforms

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experiences for more than 14,500 clients worldwide including banks, credit unions and thrifts, billers, mortgage lenders and leasing companies, brokerage and investment firms and other business clients. To learn more, visit us at www.fiserv.com

FLEX DIGITAL Bobby Coe 5330 Technology Lane Birmingham, AL 35217 Phone: 205-841-7678 bob.coe@flexdigital.com www.flexdigital.com Flex Digital provides integrated and strategic web, print, and digital marketing/communications to financial, health care institutions. Our creative and software development directors have design, production and total mailing all under one roof, eliminating multiple vendors for our customers.

FREEDOM MORTGAGE Scott McLaughlin; Harvey Goldberg 10199 Southside Blvd.

Suite 204 Jacksonville, FL 32256 Phone: 904-540-2598; 781-910-3700 scott.mclaughlin@freedommortgage. com harvey.goldberg@freedommortgage. com www.freedompartnergroup.com Freedom Mortgage Corporation is a privately held, full-service mortgage lender licensed in all 50 states, Washington D.C. and Puerto Rico. Headquartered in Mount Laurel, NJ, Freedom Mortgage is ranked among the top 10 mortgage lenders nationally. Freedom Mortgage

offers a co-branded scalable solution designed to help credit unions increase their competitive advantage, recruit and retain members, and mitigate risk.

We provide a full array of mortgage products including fixed and adjustable rate mortgages, purchase and refinance loans, conventional, VA, FHA, jumbo, and USDA loans. We also offer competitive rates, dedicated resources, and fast and easy closings.

G GFM CONSULTING, INC. Gordon Morris, CBA, CISA PO Box 361666 Hoover, AL 35236 Phone: 205-985-5258 gordon@gfmconsulting.com www.gfmconsulting.com We provide IT security & audit consulting services to numerous financial institutions each year.

Specific services include IT Audits, Security Reviews, Vulnerability Assessments (including penetration testing), risk assessments, and seminars and webinars for IT, Security and Audit staffs.

We have been in business since 1989 and have an outstanding reputation.

GLOBAL DMS Chris Palermo 1555 Bustard Road Suite 300 Lansdale, PA 19446 Phone: 610-764-4091 chris.palermo@globaldms.com www.globaldms.com Global DMS provides commercial and residential real estate valuation solutions- catering to credit unions, AMCs, appraisers, and other real estate entities.

First Quarter 2015

The company’s solution set is cost effectively delivered on a software-asa-service (SoaS)transactional basis that ensures compliance adherence, reduces costs, increases efficiencies, and expedites the entire real estate appraisal process.

GLORY GLOBAL SOLUTIONS Guthrie Nelson 6604 Maybole Place Tampa, FL, 33617 Phone: 813-334-5736 guthrie.nelson@us.glory-global.com www.gloryglobalsolutions.com Offering the most complete line of Cash Recyclers, Cash Dispensers, Lobby Coin Counters, traditional Coin Counters, and Currency Counters. Providing local, factory-direct sales and service throughout Florida, Alabama, and the United States.

H

®

HOWARD & HOWARD ATTORNEYS PLLC Michael M. Bell, Esq. 450 West Fourth Street Royal Oaks, MI 48067 Phone: 248-723-0493 mbell@howardandhoward.com www.howardandhoward.com Howard & Howard Attorneys provide legal services nationally to state and federally-chartered credit unions as they navigate the complex regulatory environment. Our attorneys have extensive experience analyzing both existing and new regulatory requirements and providing clients with proven solutions to their

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2015 League of Southeastern Credit Unions & Affiliates

VENDOR DIRECTORY needs. Beyond the crucial regulatory and compliance support, our attorneys provide strategic guidance and advice for clients-including in the areas of mergers and acquisitions, strategic planning, vendor due diligence, and contract reviews. Specifically, our attorneys have pioneered the ability for credit unions to buy banks-opening up an entirely new growth avenue for credit unions.

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Jason Neifield 3692 Coolidge Court Tallahassee, FL 32311 Phone: 850-558-1142 jason.neifield@myhrx.com www.myhrx.com

PR E

HRx

HRx exists to provide several costeffective human resource products and services for credit unions, offering solutions to everyday issues in the workplace, including recruiting/placement services and employee surveys.

Additionally, we work with partners to offer Professional Employer Organization (PEO) services, background searches, pre-employment testing, and guidance with salary administration.

HUTTO & CARVER, P.A. Ann Carver, CPA 200 E Government Street Suite 110 Pensacola, FL 32502 Phone: 850-438-8299 anncarver@huttocarvercpa.com www.huttocarvercpa.com Hutto & Carver, P.A. specializes in providing audit and related services to the credit union industry since its inception in 1990. Our mission is to meet the auditing and consulting needs of credit unions with exceptional client service. We are structured and staffed to provide audit services which are efficient, cost effective, and provide prompt results. We accomplish this by tailoring our audit approach to each credit union’s size and complexity, and consistency of audit staff. We currently perform over fifty five credit union certified audits a year in addition to varying required compliance reviews.

I

INSURITAS Jeff Chesky One Hartsfield Blvd.

Suite 301 East Windsor, CT 06088 Phone: 860-653-1134 jchesky@insuritas.com www.insuritas.com Insuritas provides virtual “private-labeled” insurance agency solutions to drive non-interest income for credit unions nationally. The Insuritas

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solution integrates insurance into credit union operating environments through four core technology platforms that transform the shopping experience for millions of members for the insurance products they purchase every year. Insuritas enables credit unions to own an insurance agency without the capital investments required to buy or build an agency, or the inherent operational risks attendant to either of those approaches, and ensures that if your member has an insurance need, they will able to find the product they’re looking for without ever leaving the credit union.

INTEGRA BUSINESS SYSTEMS, INC. Abby Ross 701 Enterprise Road E Building 800 Safety Harbor, FL 34695 Phone: 727-725-4507 x1030 aross@identifi.net www.identifi.net Integra; the developer of the iDentifi.

NET ECM software provides integration with a variety of core systems to offer a central web based repository for all your information that can be run on premise or hosted in the Integra private cloud.

E-Receipt provides for paperless receipt at the teller line where e-sign provides for paperless new account and loan origination. Document Tracking ensure compliance for easy audits. Workflows are easily setup to manage your business in a paperless environment providing efficiencies for your personnel and customers. Scanning is easy and simple for paper based documents and makes document retention a breeze.

J

K

Integrated Lending Technologies, LLC offers innovative technology solutions and consulting services for the lending industry. Its most popular product is Dealer Indirect Lending and Leasing System™ or DILLS™, a complete webbased system for managing the automotive indirect lending process. DILLS™ is integrated with DealerTrack, RouteOne and AppOne, or dealers may use the DILLS™ application which accommodates all kinds of equipment. ILT also offers Professional Indirect Lending System™, or PILS®, another web-based solution that automates and simplifies “lifestyle” and other types of unsecured lending. The PILS® application can be completed by a healthcare provider (or other vendor) or by the consumer in the provider’s place of business or from anywhere with the use of a secured website link. Both ILT systems include the most versatile automated decisioning system in the industry, regulatory compliance tools, management reports and integrations with most core management systems.

JOHN M. FLOYD & ASSOCIATES

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William C. McGregor 1400 Foothill Drive Suite 46 Salt Lake City, UT 84108 Phone: 801-581-9500 x1 will@iltech.us www.iltech.us

PR E

INTEGRATED LENDING TECHNOLOGIES, LLC

Waid Thompson 125 N Burnett Drive Baytown, TX 77520 Phone: 800-809-2307 waid.thompson@jmfa.com www.jmfa.com JMFA is a leading provider of profitability and performance-improvement consulting. For more than 35 years, JMFA has been recognized as one of the most trusted names in the industry, helping financial institutions enhance their bottom line with programs like JMFA Overdraft Privilege®. JMFA is also recognized for earnings enhancement and expense management programs, strategic planning, leadership development, recruitment services and executive placement, as well as product, service, pricing and technology-improvement consulting.

Simply stated, JMFA’s program and services are designed to increase income or reduce expenses. JMFA is proud to be a preferred provider among many industry groups.

KAUFMAN & CANOLES Andy Keeney 150 W. Main Street Norfolk, VA 23510 Phone: 757-624-3153 eakenney@kaufcan.com www.kaufcan.com Kaufman & Canoles is a full-service law firm that serves as general counsel to credit unions large and small across the country. With over 30 years of experience, Kaufman & Canoles’ credit union team regularly advises credit union clients on compliance issues, NCUA issues, MBL’s and participations and the rules governing CUSO’s.

In addition, our cost structure is economical as we understand credit union budgets. We not only understand a credit union’s unique needs, we anticipate them.

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LEGACY MEMBER SERVICES Leah Humphrey 920 19th Street North Birmingham, AL 35203 Phone: 866-417-0104 sales@legacymemberservices.com www.legacymemberservices.com Legacy Member Services is a premier provider of customized checks, forms,

First Quarter 2015

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2015 League of Southeastern Credit Unions & Affiliates

VENDOR DIRECTORY and security products to independent financial institutions nationwide. Legacy Member Services is an an award winning service model that provides knowledge, innovative solutions, and a team of dedicated experts for each client.

The business is recognized for building strong business partnerships and incredible community reputations, much like the thousands of clients they serve each day. The company is headquartered in Birmingham, Alabama and has been in business for more than 17 years.

M MAGGIE MAE David Derry 511 Energy Center Blvd.

Suite 702 Northport, AL 35473 Phone: 205-758-5626 dderry@maggiemae.com www.emaggiemae.com Maggie Mae’s “Mortgage-in-the-Box” program brings your membership access to Conventional, FHA, VA and USDA residential mortgage products. Originating mortgages has never been easier. Take the risk our of mortgage lending. Call 855-252-5626 or email dderry@emaggiemae.com today!

MARKET VALUATION SERVICES MAP Mike Reynolds 16000 Christensen Road Suite 200 Tukwila, WA 98188 Phone: 206-787-1628 mike.reynolds@mapacific.com www.mapacific.com MAP card and payment services offers industry-leading, full-service Debit, Credit, Prepaid, Mobile and ATM solutions. As the nation’s only aggregator of the Visa Debit Processing Service platform for credit unions, MAP has realized a special role in the marketplace. We leverage our oneof-a-kind partnership with Visa to provide our clients the Reliability, Security, and Service that no other provider can offer. With our customizable, single-point technology systems, credit unions can achieve cardholder usage, loyalty and program efficiency to attain the most value from their payment products and services.

Market Valuation Services is a nationally recognized Appraisal Management Company. Our boutique platform provides each of our valued clients customized services, solutions, and full back-room operational appraisal support. Each client has unrestricted access to their MVS team of appraisal specialists who seamlessly integrate your specific requirements and expectations into our existing successful framework.

Your MVS team works from the moment an appraisal is ordered until its completed and delivered exceeding market standards.

Member Business Solutions®, LLC

MAPLE STREET, INC. Michael Crofts PO Box 915505 Longwood, FL 32791 Phone: 800-516-6839 mcrofts@maplestreetinc.com www.maplestreetinc.com We’re your vendor management office.

We not only negotiate better prices, but also get vendors to agree to fair contract terms with meaningful performance and service-level agreements and ensure they deliver on their promises. The result? Regulatory compliance and reduced vendor costs. And more time to focus on your customers.

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Greg Vincent 2450 Atlanta Hwy. Suite 701 Cumming, GA 30040 Phone: 888-259-0988 x100 gvincent@mvsvc.com www.mvsvc.com

MEMBER BUSINESS SOLUTIONS, LLC. Jim Gallagher 3692 Coolidge Court Tallahassee, FL 32311 Phone: 888-627-7881 mbsinfo@mbsllc.org www.mbsllc.org Member Business Solutions (MBS) serves partner credit unions throughout the country, ranging in size from $25 million to more than $4 billion in assets. Services include consulting, underwriting, documentation, and servicing. Our seasoned team works closely with your staff to provide all the necessary expertise

MEMBER SECURITY CENTER PR E

The threat of identity theft is real, and consumers now have a fundamental need for protection. Member Security Center adds value to your credit union by enabling you to bring innovative identity protection and fraud detection products to your credit union members.

Member Security Center coverage offers members three tiers of service: Basic, Gold and Platinum. Basic coverage offers members 24/7 ID Cyber Watch Monitoring including, social security number, financial institution accounts, debit/credit cards, driver’s license, email addresses, medical IDs, passport, and phone numbers for only $1.95 per month. To learn more about Member Security Center contact a Business Development Consultant at consult@ myleverage.com.

Richard DeNapoli, JD. LL.M., CFP 14025 Riveredge Drive Suite 280 Tampa, FL 33637 Phone: 888-727-9191 richard.denapoli@memberstrust.com www.memberstrust.com MEMBERS Trust Company is America’s only nationally chartered, credit union owned trust company.

Through our partner credit unions, we provide wealth management and trust services to credit union members throughout the country. Additionally, our Employee Benefit Funding Trust and Charitable Donation Account allow a credit union to make investments outside the constraints of Part 703 to recover the costs of employee benefits and charitable contributions. With more than $1.8 Billion in AUM, we are well equipped to serve your members and your credit union.

Our senior team includes four attorneys and four investment professionals who hold the prestigious CFA designation.

MORTGAGE INFORMATION SERVICES, INC. Joe Gilson 14645 N.W. 77th Avenue Suite 102 Miami Lakes, FL 33104 Phone: 800-877-7557 x4610 jgilson@mtginfo.com www.mtginfo.com

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NADA USED CAR GUIDE Doug Ott 8400 Westpark Drive McLean, VA 22102 Phone: 703-749-4710 dott@nada.org www.nada.org/b2b

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Rhea Oaks RRED PARTN FE 3692 Coolidge Court Tallahassee, FL 32311 Phone: 866-231-0545 consult@myleverage.com www.membersecuritycenter.com

MEMBERS TRUST COMPANY

solutions. Services and reports are customizable to meet the specialized needs of each lender and can be ordered and delivered electronically.

PR E

to serve your business members quickly and professionally. Our business-ready model lets credit unions enter the business marketplace at a fraction of the cost of starting a program independently. Founded in 2003, MBS is a wholly owned credit union service organization (CUSO) of Corporate One Federal Credit Union.

NADA Used Car Guide provides accurate used vehicle values, including passenger car, light-duty and commercial truck - available in print, online, mobile & data integration. Since 1933, NADA Used Car Guide has earned its reputation as the leading provider of vehicle valuation products, services and information to businesses. NADA’s editorial team collects and analyzes over one million combined automotive and truck wholesale and retail transactions per month. Its guidebooks, auction data, analysis, and data solutions offer automotive/truck, finance, insurance, and government professionals the timely information and reliable solutions they need to make better business decisions.

Visit www.nada.com/b2b to learn more.

Founded in 1990, MIS is a national provider of real estate appraisals, title insurance, loan settlement and related products, with a commitment to providing superior customer service and innovative

First Quarter 2015

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2015 League of Southeastern Credit Unions & Affiliates

VENDOR DIRECTORY O

OPTIMAL TALENT SOLUTIONS

NEARMAN, MAYNARD, VALLEZ, CPAS, P.A. Chris Vallez, CPA, MBA, CICA, Partner 10621 Kendall Drive Suite 219 Miami, FL 33176 Phone: 800-288-0293 info@nearman.com www.nearman.com Established in 1979, Nearman, Maynard, Vallez, CPAs has provided auditing and consulting services exclusively to credit unions throughout the United States.

Our dedication to credit unions has given us the unique ability to provide exceptional service at a reasonable price. Our primary objective is to assist our clients in accomplishing their goal of being the best financial institution for their members. This objective is achieved through the quality of our audits, an excellent level of client service, and the overall value we provide. Our services include certified audits, Supervisory Committee Guide audits, pension audits, internal audits, compliance, and much more!

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O.M. FINANCIAL GROUP, LLC Bill O’Connell; Joe Malouf 95 Sockanosset Cross Road Suite 209 Cranston, RI 02920 Phone: 401-919-5507 jfalls@omfingroup.com www.omfingroup.com O.M. Financial is a leading provider of funding solutions for credit union retirement and employee benefit programs.

Our executive benefits program can help you: Create tax-free retirement income for you executives, Attract and retain top executive talent, Take advantage of an outstanding permissible investment opportunity. With O.M. Financial on your side, you benefit from years of financial services experience and expertise.

Contact us today to learn more and schedule a consultation. Ask for a comparison of our plans to any options you’re considering so you can be sure you choose the best program for your credit union.

Bridget Hearn-Simmons PO Box 190012 N. Charleston, SC 29419 Phone: 843-569-5076 bhearn@scfinancialsolutions.org www.optimaltalent.org Optimal Talent Solutions® provides consulting services to support the enhancement and implementation of HR strategies focused on the acquisition, development, alignment, assessment, and retention of a diverse workforce.

They also provide employee regulations support to include: AAP Outsourcing, Training, EEO-1 Reporting, and Diversity and Inclusion programs. Located in North Charleston, SC, the seasoned professionals of Optimal Talent Solutions® have proudly built an ‘Employer of Choice’ brand for South Carolina Federal Credit Union, an organization of approximately 500 employees located throughout the South Carolina area. For more information about the services provided by Optimal Talent Solutions®, visit OptimalTalent.org.

P O’ROURKE & ASSOCIATES Mike Juratovac 395 Oyster Point Blvd.

Suite 405 San Francisco, CA 94080 Phone: 800-394-1918 info@omaconsult.com www.orourkeconsult.com O’Rourke & Associates offers a wide range of professional consulting services exclusively to the credit union industry.

Specializing in executive recruitment and talent management, we have assisted credit unions across the country in attracting high-performing leaders. Our executive search process is based on a thorough understanding of the strategic, financial and operational issues impacting your organization. Credit unions value us for our deep expertise, valuable insight, honest advice and commitment to the success of clients and candidates.

We are also able to bring our depth of experience to assist with succession planning, compensation analysis and HR consulting.

PALMETTO COOPERATIVE Tonya Falkosky PO Box 1787 Columbia, SC 29202 Phone: 803-732-8435 tfalkosky@palmettocoop.com www.palmettocoop.com Palmetto Cooperative is a credit union service organization (CUSO) specializing in payment services, member communications and business process outsourcing. For nearly 50 years, we’ve provided accurate, trustworthy service, and we continue to pioneer changes that shape the financial services industry. We help you do more than just keep up with the latest in digital, print, and operations – we help you lead the way. We are the connectors, bringing you innovative products and more advanced solutions to help you better serve your members.

ORTH, CHAKLER, MURNANE & CO., CPAS Douglas Orth 12060 SW 129 Court Suite 201 Miami, FL 33186 Phone: 305-232-8272 dorth@ocmcpa.com www.ocmcpa.com Orth, Chakler, Murnane and Company, CPAs, is an accounting firm that specializes in providing audit and consulting services to the credit union industry.

PDP GROUP, INC. CJ Harbach 10909 McCormick Road Hunt Valley, MD 21031 Phone: 410-584-1518 cjharbach@pdpgroupinc.com www.pdpgroupinc.com PDP Group’s EmilpyELT® program is a web based electronic title solution enabling financial institutions of all sizes to participate in state programs.

SimplyELT allows you to receive electronic titles, view, print, and release your

First Quarter 2015

lien electronically, while reducing turn time and eliminating fraud. Reporting, training, and customer service are built in to SimplyELT services at no additional cost. PDP Group also offers tailored automotive risk solutions for dealers and lenders. PDP Group’s services include retail and lease insurance tracking, comprehensive nationwide paper administration, and electronic lien and title (ELT) processing. For more information: 1-800666-3008, or contact@simplyelt.com.

PEARCE, BEVILL, LEESBURG, MOORE, P.C. CERTIFIED PUBLIC ACCOUNTANTS Glenn Bridges 110 Office Park Drive Suite 100 Birmingham, AL 35223 Phone: 205-323-5440 wgbridges@pearcebevill.com www.pearcebevill.com Pearce, Bevill, Leesburg, Moore.

P.C. (PBLM) is a Birmingham based accounting firm established in 1981.

With approximately 100 employees, including 14 partners, we provide services to a wide array of clients in many industries. We have provided over thirty years of accounting services to the credit union movement serving credit unions ranging in size from $1 million to over $2 billion in assets. Our services include: Opinion Audit; Interim/Internal audits; Supervisory Committee Audits; 401k/Retirement Plan Audits; BSA/AML/ OFAC Audits; Merger & Acquisition Assistance; Member Account Verifications; Branch Audits; Security Audits; Strategic Planning/Facilitation; Consulting; Tax Preparation-Form 990, 990T, 1120 State Excise Tax,tax returns for CUSO’s and Tax Planning/Analysis.

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2015 League of Southeastern Credit Unions & Affiliates

VENDOR DIRECTORY PIVOT GROUP LLC

PRINT RESOURCES, INC.

Jim Soenksen 5555 Glenridge Connector Suite 200 Atlanta, GA 30342 Phone: 404-419-2163 jsoenksen@pivotgroup.com www.pivotgroup.com

Rocky Stewart 2720 19th Street So. Birmingham, AL 35209 Phone: 205-879-8000 rocky@printresourcesinc.com www.printresourcesinc.com

PIVOT is a technology neutral firm that focuses exclusively on Information Security and Data Privacy services. Our independent and objective practice delivers the complete life cycle of information security and data privacy audit, assessment, and compliance services that meet the specific business, regulatory, and resource requirements of each credit union.

Print Resources…your credit union partner for traditional print collateral and integrated cross-media marketing solutions….Operational Forms/ Commercial Printing/Variable Data Print & Mail/Graphic Design/Member Communications/Credit Union Marketing.

PSCU PORTER KEADLE MOORE, LLC Shannon Lambe 235 Peachtree Street NE. Suite 1800 Atlanta, GA 30303 Phone: 404-420-5930 slambe@pkm.com www.pkm.com Porter Keadle Moore, LLC (PKM) is a nationally-recognized accounting and advisory firm headquartered in Atlanta, Georgia. Since the firm’s inception in 1977, PKM has been focused on serving the needs of the financial institutions industry. Today, we work with some of the most respected financial institutions in the country, serving clients in more than 25 states. PKM’s financial institution client base consists of credit unions, private community banks and SEC-registered bank holding companies ranging in size from $50 million to more than $8 billion in total assets.

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Scott Wagner 580 Carillon Parkway St. Peterburg, FL 33715 Phone: 800-443-7728 swagner@pscu.com www.pscu.com PSCU’s business model blends attentive relationship building with collaboration and innovation to optimize credit unions’ financial and operational performance and relevance to members. Our partnerships with technology titans like Visa, MasterCard, First Data, Apple, SAP and Teradata help credit unions grow and prosper through success in digital payments, transaction processing, EMV cards, loyalty programs and data analytics. The combination of PSCU’s commitment to leadership in risk management, member service, strategic consulting and technology creates our foundation for building the strongest and most profitable relationships with Member-Owner Credit Unions.

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Q2 Ed Ricks 13785 Research Blvd.

Suite 150 Austin, TX 75780 Phone: 512-807-1681 ed.ricks@q2ebanking.com www.q2ebanking.com Q2 powers your virtual banking experience. We were founded with a singular focus: to help community and regional financial institutions level the playing field with mega banks. The advent of virtual banking provided the ideal opportunity – we would help these community and regional FIs better compete in their markets by providing them with affordable, yet cutting-edge virtual banking technology. Our single platform architecture provides one fully integrated platform that contains your every virtual need – online, mobile, and voice banking; native, industry-leading security and analytics; and a consistent user experience that optimizes convenience and functionality for your account holders.

Denson Hardy 3229 Hwy 39 Chelsea, AL 35043 Phone: 205-209-0070 dhardy@qualitydatasystems.com www.qualitydatasystems.com Our solutions enable our customers to operate more efficiently, enabling them to reduce operational expenses either through staff reduction or simply by making existing staff more productive.

Our approach is consultative, finding out the customers deepest concerns and culminating with a needs-based cost efficient solution. Please visit www.qualitydatasystems.com/subscribe and subscribe to our FREE Automation Education Literature and newsletter.

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Kenny Lewis 516 Settlers Landing Road Hampton, VA 23669 Phone: 813-684-3946 kenny@raoust.com www.raoust.com

Johnny Wyse; Jake Pettit 800 Carrillon Parkway St. Peterburg, FL 33716 Phone: Johnny Wyse 888-957-2658; Jake Pettit 888-205-0167 johnny.wyse@raymondjames.com; jacob.pettit@raymondjames.com www.raymondjames.com/ capitalmarkets/fixedincome With more than 40 years of proven performance, Raymond James (NYSE: RJF) is well-respected for our full-service fixed-income expertise, conservative management and financial strength. We offer the strength and resources clients require and deliver skillful guidance, unparalleled service, superior products, innovative strategies and in-depth research. We offer solutions that make sense for your company’s needs as well as a wide range of services to complement our efforts, including market strategies, diverse product offerings and reporting. Simply think of us as your go-to guide as you navigate the fixed income capital markets.

Bob Pugh 1900 Charles Bryan Road Suite 110 Memphis, TN 38016 Phone: 901-435-4829 rpugh@rabinc.com www.rabinc.com Regional Adjustment Bureau, Inc. is a nationally recognized leader in receivables management. We offer third party accounts receivable management services for pre-charge off, cure and post charge-off collections at multiple stages including first, second and third placements. Our specialty is installment loans, auto deficiency, DDA and student loans.

We also provide nationwide litigation services. RAB works as first party on pre-charge off delinquencies.

REMARKETING BY GE Jay Watson 5595 Trillium Blvd.

Hoffman Estates, IL 60192 Phone: 248-904-9468 james.watson1@ge.com www.remarketingbyge.com

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RAOUST + PARTNERS

RAYMOND JAMES

REGIONAL ADJUSTMENT BUREAU, INC.

PR E

QUALITY DATA SYSTEMS (QDS)

credit unions for 20 years. Those years are filled with success stories, and we’re proud of the many long-lasting relationships we have with our clients. From building the foundation of your brand to helping you tell your truth through creative, strategic, consistent messages in the marketplace, we can help you improve your member acquisition, member in the marketplace, member retention, member experience and loan growth.

With over 100,000 used vehicles sold annually at auctions throughout North America, GE Fleet Services is a recognized leader in time-and cost-efficient asset disposition with unparalleled experience, intelligence, technology and resale network relationships.

At Raoust+Partners, we are dedicated, passionate group of marketing experts and storytellers who work together with you to help you find your truth. In fact, as a marketing agency and brand consultancy, we have specialized in

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2015 League of Southeastern Credit Unions & Affiliates

VENDOR DIRECTORY S SALTMARSH, CLEAVELAND & GUND

SAGE DIRECT, INC. Steve DeNolf 3400 Raleigh Ave., SE Grand Rapids, MI 49512 Phone: 800-729-8310 x11 sdenolf@sagedirect.com www.sagedirect.com VARIABLE COLOR STATEMENTS! 100% Accuracy and Security! Credit Unions choose SAGE DIRECT for accurate, expedient and affordable statement processing, daily notices, tax forms and electronic data services. We provide electronic and mailed solutions to your credit union membership with customized color statements, onsert advertising and full-service marketing. For over 25 years, Sage Direct has served credit unions across the country with impressive customer service and dependable statement processing. Contact us today for a free quotation and comprehensive review at 1-800-729-8310. Or visit us online at: www.sagedirect.com

Alex Hager 900 N Street Ave. Pensacola, FL 32501 Phone: 800-477-7458 alex.hager@saltmarshcpa.com www.thecreditunionadvisors.com The Credit Union Advisory Group at Saltmarsh, Cleaveland, & Gund, is one of the largest locally-owned certified public accounting firms in the Southeast, has been providing auditing and consulting services to financial institutions for over 60 years. Our team members are industry leaders who have the knowledge and experience to provide you with unparalleled service and guidance.

Today, Saltmarsh serves approximately 120 financial institutions ranging in size from $30 million to more than $5 billion in assets from our four offices in Pensacola, Tampa, Orlando and Fort Walton Beach, Florida.

SAMAHA & ASSOCIATES, INC. Sabeh Samaha 1745 Rancho Hills Drive Chino Hills, CA 91709 Phone: 855-772-6242 sabeh.samaha@ssamaha.com www.ssamaha.com Samaha & Associates, Inc. exceeds Credit Union expectations by providing a comprehensive spectrum of advocacy via its unique and specialized consulting services including analysis,

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planning, search, selection, negotiation, implementation and documentation in the Technology and e-Business environments. We work collaboratively with Credit Unions all over the nation guiding them through the entire Vendor Review, Selection, Negotiation, and Implementation Process to ensure success. Our team of industry professionals work collaboratively with our clients to improve business processes by optimizing efficiency and increasing revenue opportunities.

OF FLORIDA INC.

SEIBOLD SECURITY, INC. T.J. DeVlieger 5511 Pioneer Park Blvd.

Tampa, FL 33634 Phone: 813-920-0055 tj.devlieger@seiboldsecurity.com www.seiboldsecurity.com Seibold Security provides state of the art physical and electronic security solutions for credit unions as well as museums across the Eastern U.S..

Providing non proprietary products from a host of manufacturers allows Siebold to fit the correct security product to the institutions needs while reducing future service costs. Seibold provides industry leading ATM and TCR products as well as full branch transformations with out in house design team. With over 35 years of industry experience Seibold provides excellent sales and service support with alarm, CCTV, safes, vaults and drive in equipment.

SHARE ONE, INC. Donald Conrad 2650 Thousand Oaks Blvd.

Suite 1120 Memphis, TN 38118 Phone: 800-888-0766 dconrad@shareone.com www.shareone.com Share One, Inc. has been serving the core processing needs of credit union clients since 1974. NewSolutions, our powerful core processing system, delivers a full range of advanced features, including comprehensive support for consumer, mortgage, and commercial lending: a full suite of electronic services delivered via the Internet; a fully integrated, membercentric imaging system; and exceptional operational efficiency. NewSolution is available for delivery either in-house or service center and offers exceptional 24-hour customer services. Share One operates as a CUSO and serves credit unions with asset sizes ranging from $10 million to over $1 billion. Please visit us on the Web at www.shareone.com.

SHARETEC Keane Kulak 1001 Chestnut Hills Parkway Suite 1 Fort Wayne, IN 46814 Phone: 877-655-2732 kkulak@bradfordscott.com www.bradfordscott.com

leverage its powerful core to increase efficiency for the staff and services for members. Sharetec customers share amazing stories how the system provides an advanced user interface across the entire platform while helping them reduce costs with tools such as AutoEnrollment and a full suite of eService products. Others have shared how solutions like Cross-Selling, Tiered Courtesy Pay and Online Member Services have allowed the credit union to grow their loan portfolio 25% or increase non-interst income 15%.

SOUTHEAST SYSTEMS, A FEDCORP COMPANY Joel Green 9578 Nims Lane Pensacola, FL 32534 Phone: 850-478-5795 joelg@fedcorpatm.com Southeast Systems, a FEDCorp Company, is a security integrator offering a full line of financial and commercial security equipment and services for all security and money handling needs. With over 25 years experience in the industry, we sell, install, and service products essential to credit unions throughout the southeast.

We are an authorized distributor for top manufacturers of electronic and physical security equipment to cover all aspects: alarms, CCTV, vaults, drive in customer units, ATMs, and cash handling equipment. We would appreciate the opportunity to serve you.

STONEGATE MORTGAGE Jeff Lochmandy 9190 Priority Way West Drive Suite 100 Indianapolis, IN 46240 Phone: 770-597-4672 jlochmandy@stonegatemtg.com tpo.stonegatemtg.com Founded in 2005, Stonegate Mortgage Corporation (NYSE: SGM) is a leading, publicly-traded mortgage company that originates, finances and services agency and non-agency residential mortgages through its network of approved banks, credit unions and approved third party originators. Stonegate Mortgage also provides financing through its fully integrated warehouse lending platform, Natty Mac. Stonegate Mortgage’s operational excellence, financial strength, dedication to customer service and commitment to technology has positioned the firm as a leading provider in the emerging housing finance market.

For more information on Stonegate Mortgage Corporation, please visit tpo. stonegatemtg.com or call 770-597-4672.

The Sharetec System is one of the most widely installed data processing systems nationwide. For over 20 years, Sharetec has helped credit unions

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2015 League of Southeastern Credit Unions & Affiliates

VENDOR DIRECTORY

T STRATEGIC PURCHASING D PAR TN

PR E

ER

RRE Alicia Haskew FE 3692 Coolidge Court Tallahassee, FL 32311 Phone: 850-558-1044 alicia.haskew@myleverage.com

Credit Unions are leveraging their buying power and seeing real savings on everyday products like ATMs, armored cars and more through LEVERAGE strategic buying events. LEVERAGE staff manages the complete process by sourcing new vendors and collecting due diligence, creating and customizing the RFP process, and coordinating and reviewing bid activity. There is no longterm contact or cost to participate in an event or try the service, and you remain in charge of making decisions on the business throughout every step of the process. For more information on how you can reduce expenses on almost anything you buy, email consult@myleverage.com.

STRATEGIC REMARKETING SOLUTIONS LLC

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STRATEGIC RESOURCE MANAGEMENT

TAZA SYSTEMS, INC.

Ben Mrva 5100 Poplar Ave. Suite 2500 Memphis, TN 38137 Phone: 901-681-0204 bmrva@srmcorp.com www.srmcorp.com

Ron Rolland 1020 Prospect Street Suite 250 La Jolla, CA 92037 Phone: 858-333-8092 - Option 1 ron@tazacorp.com www.tazasystems.com/tazavox.aspx

For 23 years SRM has been helping credit union clients by utilizing their data driven approach to vendor negotiations. By comparing a vendor contract to their proprietary benchmarking database, DRM can quickly quantify potential opportunities and formulate a strategy to bring an agreement in line with today’s market.

Establish consistent processes across all office locations with a transparent vendor, broker and agent collaborative online portal. Utilize the latest advantages of technology, financial formulas, process automation, online marketing, task management, document archiving and data analytics to manage your real estate processes. Gain control over daily tasks, vendor management, and invoicing to avoid losses and cost overruns.

Ability to upload and automate existing spreadsheet processes provides one online system for everyone to access in real-time for responsive decisions.

Maximize performance and efficiency while reducing costs, and relieve your IT staff of maintaining in-house solutions.

LIVE Webex demo available, just call!

STROHL RISK SOLUTIONS

Jeff Bescher 780 Army Trail Road #304 Carol Stream, IL 60188 Phone: 630-384-9804 jeff.bescher@srsadvantage.com www.strategicmarketingsolutions.com

Eric Strohl 680 American Ave. Suite 203 King of Prussia, PA 19406 Phone: 610-265-1002 estrohl@erm365.com www.strohlrisksolutions.com

Strategic Remarketing Solutions (SRS) provides a single source to efficiently manager your repossession needs and maximize the remarketing of your vehicles through our exclusive agreement with Remarketing by GE. Working as an extension of your staff, we secure and sell vehicles in a manner that saves you time, money and worry.

Strohl Risk Solutions is the leading provider of risk management software and services for financial institutions.

Solutions focus on vendor management, enterprise risk management, audit & exam findings management, IT security, business continuity, and compliance management.

THE BAKER GROUP Wayne Story 1601 NW Expressway Floor 20 Oklahoma City, OK 73118 Phone: 800-937-2257 wstory@gobaker.com www.gobaker.com The Baker Group is a leader in the development of asset/liability and investment portfolio strategies for community financial institutions. As an independently owned firm, the company specializes in products and programs designed to specifically address needs in investment portfolio analysis, security selection and interest rate risk management. You can reach our office by calling 1-800-937-2257.

THE MEMBERS GROUP Steve Crucq 1500 NW 118th Street Des Moines, IA 50325 Phone: 800-268-1884 x5298 stevec@themembersgroup.com www.themembersgroup.com The Members Group (TMG) is dedicated to creating customized, technologydriven card processing and payment solutions for credit unions and the members they serve. TMG’s tenured team has created an end-to-end array of product and service offerings to deliver exceptional client and member experiences. A state-of-the-art suite of products and services provides tailored solutions to better serve members.

Cutting-edge, credit, debit, ATM, prepaid and mobile payment solutions

offer flexible and convenient options for moving money. Intuitive web-based applications and innovations in fraud management, loyalty programs, alternative payment systems and portfolio analytics create competitive advantages for credit unions.

TRIMMIER, KUDULIS, & REISINGER, LLC Jonathan Kudulis; Ed Reisinger 17 North 20th Street Suite 350 Birmingham, AL 35203 Phone: 205-251-3151/800-666-3151 jkudulis@trimmier.com www.trimmier.com Trimmier, Kudulis, Reisinger, LLC represents credit unions and credit union associations across the Southeast.

The Firm serves as general counsel to more credit unions than any other firm in the country, and specializes in all aspects of credit union operations, including regulatory compliance, employment, bond & insurance issues, credit union governance, and litigation.

The firm’s flat-fee, retainer based service offers unlimited comprehensive legal consultation, periodic legal audit, and discounted rates for non-retainer services. A full array of creditor’s rights services, including bankruptcy, collections representation, and general litigation are offered.

TRUE NORTH CUSTOM Kevin Lytle 5600 Brainerd Road Suite 1 Chattanooga, TN 37411 Phone: 850-933-3783 klytle@truenorthcustom.com www.truenorthcustom.com True North Custom is a content marketing company serving financial institutions and healthcare providers. For over 25 years, True North has helped its customers create custom solutions that delivers direct ROI, enriches the brand, and engages audiences. True North specializes in driving member acquisition, growth, and retention through data-driven analysis and engaging digital and print content. We are creative and analytical marketing strategists who are passionate about helping credit unions and their members make smarter financial decision and live better lives.

TRUHOME SOLUTIONS Matt Allison 9777 Ridge Drive Lenexa, KS 66219 Phone: 303-475-0672 mallison@truhomesolutions.com www.truhomesolutions.com Founded in 2004 and headquartered in Lenexa, Kansas, TruHome Solutions LLC is a fully approved direct mortgage lender with Fannie Mae, Fred-

First Quarter 2015

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2015 League of Southeastern Credit Unions & Affiliates

VENDOR DIRECTORY die Mac, and Ginnie Mae. We focus on helping financial institutions manage the unique challenges that come with offering mortgage programs. With our collective mortgage experience, we have a deep understanding of today’s regulatory challenges and how to adapt and continue to be successful in the ever-changing industry. And most importantly, we can help you grow your business and increase profits.

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UNITED SOLUTIONS COMPANY Jim Giacobbe 1585 Summit Lake Drive Tallahassee, FL 32317 Phone: 850-942-9186 or 866-942-9186 info@unitedsolutions.coop www.unitedsolutions.coop We are United Solutions Company (USC), a Credit Union Services Organization (CUSO) founded in 1983, and headquartered in Tallahassee, Florida. Over the last 30 years, USC has grown into a full service technology driven company with multiple data centers and over 25 innovative products and services. Many of our clients have chosen to use USC to outsource certain aspects of their business to reduce operational costs and gain exceptional service and expertise.

From core data processing and Capture2.org’s mobile deposit capture, to BoardReports.org and Picture Card, we are sure to have the solution that’s right for you.

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V VANTIV

VAN WAGENEN Neil Hall 6483 City West Parkway Eden Prairie, MN 55344 Phone: 800-437-5171 sales@vanwagenen.com www.vanwagenen.com van Wagenen is your trusted guide to managing risk and increasing profitability while ensuring compliance in today’s complex, ever-changing regulatory environment. We are pleased to offer lenders a suite of products and services that will help manage risk and increase profitability. Partner with van Wagenen for Lender Placed Insurance and insurance tracking services. Collateral Protection Insurance, Vendor’s Single Interest Insurance, GAP Insurance, Auto Insurance Tracking, Point-of-Sale Insurance, RecoveryPro (SM)-Repo Claims Administration, Total Loss Administration, Mortgage Insurance Tracking, Lender Placed Insurance-Hazard and Flood, Equity Protection Program, Commercial Real Estate Stress Testing-Foreclosed/REO Property Program, Real Estate Tax Services, Flood Zone Determinations.

Carla Bifano 8500 Governors Hill Road Symmes Township, OH 45140 Phone: 214-693-1486 carla.bifano@vantiv.com www.vantiv.com Vantiv is a leading provider of payment processing services and technology solutions, differentiated by an integrated technology platform. We work with merchants and financial institutions of all sizes to develop programs that simplify payments and focus on new revenue and opportunities for your business. Our team of accomplished and innovative professionals understands your needs and can quickly adapt to change. With our expert strategies, products and services, we can make your goals more achievable than ever, while protecting and elevating one of your most important assets – your brand. Let’s discuss your future success. Visit us today at www.vantiv.com.

VERNIS & BOWLING, ATTORNEYS AT LAW Michelle L. Glass, Esq. 4309 Salisbury Road Jacksonville, FL 32216 Phone: 904-296-6751 mglass@florida-law.com www.national-law.com VERNIS & BOWLING’s Real Estate Division attorneys combine business experience and insight with an unparalleled reputation for success. We handle residential and commercial real estate transactions as well as creditor representation statewide. Our team works closely with our clients to develop creative,

efficient and cost-effective strategies for a large range of real estate related legal services. Our Real Estate Division possesses broad-based legal skills necessary to advise clients in all aspects of real estate transactions, foreclosure, bankruptcy and litigation. We have earned our clients’ respect and loyalty through our constant commitment of meeting our clients’ needs, goals, and deadlines.

RRED PARTN FE

W WASHINGTON NATIONAL INSURANCE COMPANY Connie Burgess 11825 N. Pennsylvania Street Carmel, IN 46032 Phone: 317-817-4942 connie.burgess@ washingtonnational.com www.washingtonnational.com

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Bill Ogles; Lee Chandler 775 Ridge Lake Blvd.

Memphis, TN 38120 Phone: 800-786-0995 bogles@viningsparks.com lchandler@viningsparks.com www.viningsparks.com

PR E

VINING SPARKS

discriminatory lending, analyze loan applications, run “what if” scenarios, and warehouse data.

Vining Sparks is nationally recognized as a leading broker/dealer serving the investment needs of institutional investors. The firm also specializes in asset/ liability management solutions and conducts educational seminars nationwide.

Since 1911, Washington National has helped Americans protect themselves and their families from financial hardship that often comes with critical illness, accidents or loss of life. Americans can depend on us to be a strong, caring partner in helping to provide financial security with our supplemental health and life insurance.

WINDSTREAM VISIBLE EQUITY David Gilbert 7070 S Union Park Ave. Suite 260 Midvale, UT 84047 Phone: 888-409-1560 david.gilbert@visiblequity.com www.visiblequity.com Visible Equity ® provides web-based analytics to financial institutions nationwide. Our analysis software is used to analyze credit risk and lending opportunities in loan portfolios, test for

Jason Rose 258 Southhall Lane Suite 330 Maitland, FL 32751 Phone: 407-581-6336 jason.rose@windstream.com www.windstreambusiness.com Windstream delivers enterprise class data, network, cloud solutions with superior performance, enhanced security and exceptional reliability to businesses nationwide through a single point of contact. Windstream specializes in providing secure, reliable, and cost effective solutions to organizations in the

First Quarter 2015

banking and finance industry, to assist in managing change, improving productivity, and minimizing risk at all levels in an organization. Whether your enterprise is small or large, with one location or many, Windstream is the communications and technology service provider you need with technical expertise and advanced network capabilities.

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ZERO-IN Mitchell Gross 1123 Broadway Suite 704 New York, NY 10010 Phone: 888-260-7291 mgross@zero-in.com www.zero-in.com/solutions/solutions-by-industry/banking-financial/ In-branch digital signage increases member acquisition and retention by raising product awareness, personalizing the banking experience and lowering perceived wait times.

Marketing professionals can distribute and schedule content for promotions, branch announcements, community event calendars and product rates in real time. Zero-In offers cloud-based “Ad-Free” TV networks. Zero-In and our software partner Scala are true digital signage experts. We are the trusted name in digital signage because of our vast industry experience, skilled engineers, imaginative content design team and first-class software.

Zero-In will help you through the complete project life cycle to install a network that is perfect for your needs and budget.

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