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<strong>Program</strong> <strong>Guide</strong><br />

<strong>California</strong> and Nevada Credit Union Leagues<br />

<strong>2012</strong> <strong>Annual</strong> <strong>Meeting</strong> & <strong>Convention</strong><br />

November 12-14, <strong>2012</strong><br />

The Mirage Hotel and Casino<br />

Las Vegas, Nevada


Monday, November 12<br />

6 a.m. CMN Benefi t: Friendly 5K Run/Walk<br />

Transportation pick-up/drop-off across from 1 OAK<br />

Royal Links Golf Club<br />

7 a.m. PAC Benefi t: Golf Tournament<br />

Transportation pick-up/drop-off across from 1 OAK<br />

Royal Links Golf Club<br />

9 a.m.–2:45 p.m. PAC Benefi t: Pontoon-Boat Excursion<br />

Lake Mead<br />

9:45 a.m.–6 p.m. Registration<br />

Event Center Rotunda<br />

9:45 a.m.–6 p.m. Internet Café<br />

Event Center Rotunda<br />

Sponsored by Samaha & Associates<br />

10 a.m.–Noon CNYIN Educational Session: Bite of Reality<br />

Montego BC<br />

Sponsored by RMJ Foundation<br />

11 a.m.–1 p.m. Table Gaming Lesson<br />

Mirage Casino across from craps tables<br />

Noon–3 p.m. CNYIN Planning Session<br />

Nassau<br />

2–4:30 p.m. Nevada <strong>Annual</strong> Business <strong>Meeting</strong><br />

Montego DEF<br />

Sponsored by ASI<br />

3–5 p.m. Shapiro Group Session<br />

Celebrating 20 Years of Serving Credit Unions:<br />

Building Blocks of an Investment Strategy &<br />

Plan<br />

Jeremy Calva, VP, Chief Strategy Offi cer, America's<br />

Christian Credit Union and Dwight Johnston, Chief<br />

Economist, <strong>California</strong> & Nevada Credit Union Leagues<br />

Montego ABC<br />

Sponsored by SunCorp<br />

5–6:30 p.m. Opening General Session<br />

Groundbreaking Innovation at the Intersection<br />

of Disciplines and Cultures<br />

Frans Johansson, CEO, The Medici Group<br />

Event Center C1-2<br />

Sponsored by CUNA Mutual Group<br />

2<br />

Schedule-at-a-Glance<br />

6:30–8 p.m. Welcome Reception in Networking & Exhibit<br />

Village<br />

Event Center AB<br />

Sponsored by CO-OP Financial Services<br />

Tuesday, November 13<br />

7 a.m.–4:30 p.m. Registration<br />

Event Center Rotunda<br />

7 a.m.–4:30 p.m. Internet Café Open<br />

Event Center Rotunda<br />

Sponsored by Samaha & Associates<br />

7:45–8:40 a.m. Breakfast in Networking & Exhibit Village<br />

Event Center AB<br />

7:45–8:40 a.m. WCMS Alumni Breakfast<br />

Event Center C3<br />

8:45–11:15 a.m. General Session<br />

The Bigness of Smallness<br />

John Moore, marketing mastermind from<br />

Starbucks and Whole Foods; Author of Tribal<br />

Knowledge and Tough Love<br />

In the Mind of the Consumer—Part One:<br />

Lessons from Consumer Focus Group Research<br />

Neil Goldman, Senior Partner, Goldman Consulting<br />

& Strategy<br />

Event Center C1-2<br />

Sponsored by CU Student Choice<br />

11:15–11:35 a.m. Refreshment Break in Networking & Exhibit<br />

Village<br />

Event Center AB<br />

Sponsored by Allied Solutions<br />

11:35 a.m.–<br />

12:35 p.m. Concurrent Educational Sessions<br />

Explore More with John Moore<br />

John Moore, Marketing mastermind from<br />

Starbucks and Whole Foods; Author of Tribal<br />

Knowledge and Tough Love<br />

Event Center C3<br />

Economic Outlook<br />

Dwight Johnston, Chief Economist, <strong>California</strong> and<br />

Nevada Credit Union Leagues<br />

Montego B


Tuesday, November 13 (continued)<br />

Collaboration within the Credit Union System:<br />

Part One<br />

John Lass, SVP Strategy and Business Development,<br />

CUNA Mutual Group<br />

Montego C<br />

Managing Risk in Today's Challenging Times<br />

Tim Harrington, President, TEAM Resources<br />

Montego A<br />

Shapiro Group Session<br />

Tools to Grow Your CU<br />

Panelists: Antonio Pizano, CEO, Pacoima Development<br />

FCU; Barbara Bean, CEO, Cal Poly FCU; Linda<br />

White, CEO, United Health CU. Moderator: Carol<br />

Payne, VP, Membership, Communications, & Marketing,<br />

<strong>California</strong> & Nevada Credit Union Leagues<br />

Montego DE<br />

Sponsored by Vining Sparks<br />

12:35–2:05 p.m. Lunch in the Networking & Exhibit Village<br />

Event Center AB<br />

2:05–3:45 p.m. General Session<br />

In the Mind of the Consumer—Part Two: Live<br />

Focus Group Session<br />

Neil Goldman, Senior Partner, Goldman Consulting<br />

& Strategy<br />

Event Center C1-2<br />

Sponsored by Sprint<br />

3:45–4:05 p.m. Refreshment Break in Networking & Exhibit<br />

Village<br />

Event Center AB<br />

Sponsored by FHLBank San Francisco<br />

4:10–5:10 p.m. Concurrent Educational Sessions<br />

Explore More with Neil Goldman<br />

Neil Goldman, Senior Partner, Goldman Consulting<br />

& Strategy<br />

Event Center C3<br />

Your Credit Union's Largest Growth<br />

Opportunity—Hispanics!<br />

Miriam De Dios, CEO, Coopera Consulting<br />

Montego B<br />

3<br />

Schedule-at-a-Glance<br />

Collaboration within the Credit Union System:<br />

Part Two<br />

John Lass, SVP Strategy and Business Development,<br />

CUNA Mutual Group<br />

Montego C<br />

Managing Risk in Today’s Challenging Times<br />

(repeat session)<br />

Tim Harrington, President, TEAM Resources<br />

Montego A<br />

Sponsored by Vining Sparks<br />

A Brave New World: Australia's Credit Union<br />

'Banks'<br />

Louise Petschler, CEO, Abacus<br />

Montego DE<br />

Sponsored by Global Women’s Leadership Network<br />

5:30–6:30 p.m. PAC Contributors Reception (by invite only)<br />

Event Center Rotunda<br />

Wednesday, November 14<br />

7 a.m.–Noon Registration<br />

Event Center Rotunda<br />

7 a.m.–Noon Internet Café Open<br />

Event Center Rotunda<br />

Sponsored by Samaha & Associates<br />

7:30–8:30 a.m. CEO/Chair/Exhibitor Breakfast<br />

Event Center C3<br />

Sponsored by Diebold<br />

7:30–8:30 a.m. Breakfast in Networking & Exhibit Village<br />

Event Center AB<br />

8:30–9:45 a.m. General Session<br />

The NOW Revolution: Critical Shifts to Make<br />

Your Credit Union Faster, Smarter, and More<br />

Social<br />

Jay Baer, renowned social-media consultant and<br />

author<br />

Event Center C1-2<br />

9:45–10:05 a.m. Refreshment Break in Networking & Exhibit<br />

Village<br />

Event Center AB<br />

Sponsored by Members Business Services


Wednesday, November 14 (continued)<br />

10–11:15 a.m. Chairmen’s Circle<br />

Nassau<br />

10:15–11:15 a.m. Concurrent Educational Sessions<br />

Explore More with Jay Baer<br />

Jay Baer, renowned social-media consultant and<br />

author<br />

Event Center C3<br />

Navigating the Current Economic Climate:<br />

A Discussion with Credit Union CFOs<br />

Panelists: Jean Peterson, CFO, Financial Horizons<br />

CU; Ron Araujo, CFO, Mission FCU; Christie Jordan,<br />

CFO, Clark County CU. Moderator: Dwight Johnston,<br />

Chief Economist, <strong>California</strong> & Nevada Credit<br />

Union Leagues<br />

Montego DE<br />

Sponsored by O’Rourke & Associates<br />

Rising U.S. Income Inequality and Credit Unions<br />

Dr. Michael Steinberger, Dean, WCMS; Associate<br />

Professor of Economics, Pomona College<br />

Montego C<br />

Deploying Mobile Banking and Payments<br />

Applications<br />

Bill Shipley, Financial Services Senior Manager,<br />

Accenture Mobility<br />

Montego A<br />

11:30 a.m.–1 p.m. General Session<br />

A Look at the Presidency, Congress, and the<br />

<strong>2012</strong> Election Results<br />

Tucker Carlson, Editor-in-Chief, TheDailyCaller.<br />

com, Fox News Contributor, former co-host of<br />

CNN’s “Crossfi re”<br />

Event Center C1-2<br />

Sponsored by ASI<br />

1:30–3 p.m. <strong>California</strong> <strong>Annual</strong> Business <strong>Meeting</strong><br />

Montego ABC<br />

Sponsored by FHLBank San Francisco<br />

4<br />

Schedule-at-a-Glance


Monday, November 12<br />

6 a.m.<br />

CMN Benefi t: Friendly 5K Run/Walk<br />

Royal Links Golf Club<br />

5995 E. Vegas Valley Dr.<br />

6 a.m. Transportation departs across from 1 OAK<br />

6:30 a.m. Runner start time<br />

6:40 a.m. Walkers start time<br />

Start the day off on a fun and healthy note—and help the kids<br />

at the same time! Enjoy a friendly run/walk in the serene earlymorning<br />

beauty of the Royal Links Golf Course. All proceeds<br />

benefi t CMN.<br />

7 a.m.<br />

PAC Benefi t: Golf Tournament<br />

Royal Links Golf Club<br />

5995 E. Vegas Valley Dr.<br />

6:30 a.m. Transportation pick up across from 1 OAK<br />

7 a.m. Registration, breakfast, and putting contest<br />

8 a.m. Shotgun start<br />

Luncheon immediately following the tournament.<br />

Together, let's hit a hole-in-one for the credit union cause! This<br />

year's exciting tournament will take place on this links-style<br />

course featuring 18 holes inspired by the British Open.<br />

9 a.m.–2:45 p.m.<br />

PAC Benefi t: Pontoon-Boat Excursion<br />

Las Vegas Boat Harbor<br />

490 Horsepower Cove Road, Boulder City, NV<br />

9 a.m. Meet in the hotel lobby by valet entrance<br />

10 a.m. Arrive at Las Vegas Boat Harbor<br />

10:45 a.m. Leave dock for excursion<br />

1:45 p.m. Return to dock and leave for hotel<br />

2:45 p.m. Arrive at hotel<br />

Honda FCU CEO Jim Updike, a veteran of several Newport to<br />

Ensenada International Yacht Races, will lead the pontoon-boat<br />

tour of spectacularly scenic Lake Mead. "Rather than hoist sails<br />

up and down and sail all night," said Jim, "I thought it might be<br />

a nice change of pace to give folks an opportunity to raise funds<br />

for our Political Action Committee with a relaxing tour of the<br />

Lake." Jim also promises not to play the theme song to "Gilligan's<br />

Island" during the boat ride ...<br />

5<br />

Conference Schedule<br />

9:45 a.m.–6 p.m.<br />

Registration & Internet Café<br />

Event Center Rotunda<br />

10 a.m.–Noon<br />

CNYIN Educational Session: Bite of Reality<br />

Supported by RMJ Foundation<br />

Montego BC<br />

Discover a "Bite of Reality," a live 'reality fair' in which local<br />

students will experience a simulation of real-world fi nancial<br />

responsibilities and discover how much a credit union can help<br />

with their needs.<br />

11 a.m.–1 p.m.<br />

Table Gaming Lesson<br />

Mirage Casino across from craps tables<br />

Players at all levels of experience can join us for an intimate onehour<br />

lesson on Craps, Blackjack, or Roulette. Instructors will teach<br />

the rules, proper etiquette, jargon, and basic strategies to help<br />

you become an expert before venturing to the tables to play for<br />

real stakes. Lunch will be provided at the conclusion of the class.<br />

Noon–3 p.m.<br />

CNYIN Planning Session<br />

Nassau<br />

2–4:30 p.m.<br />

Nevada <strong>Annual</strong> Business <strong>Meeting</strong><br />

Montego DEF


Monday, November 12 (continued)<br />

3–5 p.m.<br />

Shapiro Group Session<br />

Celebrating 20 Years of Serving<br />

Credit Unions: Building Blocks of<br />

an Investment Strategy & Plan<br />

Jeremy Calva, VP, Chief Strategy Offi cer, America's Christian<br />

Credit Union and Dwight Johnston, Chief Economist, <strong>California</strong> &<br />

Nevada Credit Union Leagues<br />

Montego ABC<br />

Join the Shapiro Group as we celebrate 20 years of serving<br />

Shapiro credit unions and look forward to what we can do to help<br />

small credit unions today. Discover a new webinar series, designed<br />

for Shapiro credit unions, on how to implement an investment<br />

program. The series will take an in-depth look at investment<br />

policy development, managing liquidity and insured amounts in<br />

overnight accounts, due diligence on investment brokers, how to<br />

read and understand different types of investments, and accounting<br />

for investments on your balance sheet.<br />

5–6:30 p.m.<br />

Opening General Session<br />

Groundbreaking Innovation at the<br />

Intersection of Disciplines and Cultures<br />

Frans Johansson, CEO, The Medici Group<br />

Event Center C1-2<br />

Seemingly random combinations can lead to radical innovations<br />

and whole new fi elds. Johansson will take you on a fascinating<br />

journey to the "Intersection," where ideas from different fi elds<br />

and cultures collide, ultimately igniting an explosion of extraordinary<br />

innovations.<br />

6:30–8 p.m.<br />

Welcome Reception in Networking & Exhibit Village<br />

Event Center AB<br />

The most powerful networking occurs offl ine when<br />

we interact as one credit union leader to another. Face-to-face.<br />

Right here, right now. Come and network among hundreds of<br />

your colleagues at this memorable reception. (Drinks and appetizers<br />

will be served.)<br />

6<br />

Conference Schedule<br />

Tuesday, November 13<br />

7 a.m.–4:30 p.m.<br />

Registration & Internet Café<br />

Event Center Rotunda<br />

7:45–8:40 a.m.<br />

Breakfast in Networking & Exhibit Village<br />

Event Center AB<br />

7:45–8:40 a.m.<br />

WCMS Alumni Breakfast<br />

Event Center C3<br />

8:45–11:15 a.m.<br />

General Session<br />

The Bigness of Smallness<br />

John Moore, marketing mastermind<br />

from Starbucks and Whole Foods; Author of Tribal Knowledge<br />

and Tough Love<br />

Event Center C1-2<br />

The smaller a business is, the bigger it must look. Conversely,<br />

the bigger a business is, the smaller it must get. In this playful,<br />

informative presentation, Moore will explore this paradox of<br />

growth—as well as actionable methods to help both small and<br />

larger organizations thrive in a crowded marketplace.<br />

In the Mind of the Consumer—Part One: Lessons from<br />

Consumer Focus Group Research<br />

Neil Goldman, Senior Partner, Goldman Consulting &<br />

Strategy<br />

How can credit unions be more successful in attracting new<br />

members and building stronger relationships with them?<br />

Gain a better understanding of how consumers choose their<br />

fi nancial-service providers, as Dr. Goldman reviews key fi ndings<br />

and focus-group videos from his recent research in <strong>California</strong>,<br />

Nevada, and nationally.<br />

11:15–11:35 a.m.<br />

Refreshment Break in Networking & Exhibit<br />

Village<br />

Event Center AB


Tuesday, November 13 (continued)<br />

11:35 a.m.–12:35 p.m.<br />

Concurrent Educational Sessions<br />

Explore More with John Moore<br />

John Moore, marketing mastermind from Starbucks and Whole<br />

Foods; Author of Tribal Knowledge and Tough Love<br />

Event Center C3<br />

Continue learning about the art of building brands and creating<br />

buzz-worthy consumer experiences at Moore's follow-up to his<br />

General Session presentation.<br />

Economic Outlook<br />

Dwight Johnston, Chief Economist, <strong>California</strong> & Nevada Credit<br />

Union Leagues<br />

Montego B<br />

What lies ahead for the economy? Is more robust job growth in<br />

our future? Will there be a sustainable housing recovery? Or is<br />

more turbulence on the horizon? Join the Leagues' chief economist<br />

as he surveys the economic landscape from the national,<br />

regional, and state perspectives.<br />

Collaboration within the Credit Union System: Part One<br />

John Lass, SVP Strategy and Business Development, CUNA<br />

Mutual Group<br />

Montego C<br />

The credit union system has generally relied on organic growth<br />

and consolidation to achieve economies of scale. Collaboration<br />

represents an alternative approach for achieving the scale<br />

needed to compete in today's challenging environment. John<br />

Lass will examine how credit unions can benefi t from collaboration,<br />

what some of the hallmarks of successful collaboration are<br />

and what pitfalls can cause collaborative efforts to go wrong.<br />

Managing Risk in Today's Challenging Times<br />

Tim Harrington, President, TEAM Resources<br />

Montego A<br />

In today's challenging business environment, there are risks<br />

that, unless successfully managed, will impact your credit<br />

union's ability to provide excellent service. In addition, the<br />

National Credit Union Association (NCUA) has indicated it will<br />

increase its emphasis on risk management. Harrington will<br />

explore ways for identify, analyze, respond to, and monitor risks.<br />

Also, he will provide an overview of Enterprise Risk Management<br />

(ERS) while emphasizing credit and especially interestrate<br />

risk and systems to monitor them.<br />

Shapiro Group Breakout<br />

Tools to Grow Your Credit Union<br />

Panelists: Antonio Pizano, CEO, Pacoima<br />

Development FCU; Barbara Bean, CEO, Cal Poly FCU; Linda<br />

White, CEO, United Health CU. Moderator: Carol Payne, VP, Membership,<br />

Communications, & Marketing, <strong>California</strong> & Nevada<br />

Credit Union Leagues<br />

Montego DE<br />

Increase your credit union’s member engagement using focused<br />

marketing techniques. Listen as marketing expert Carol Payne<br />

interviews three Shapiro credit unions on how they rolled out<br />

successful, affordable marketing campaigns. See how each one<br />

increased member and staff engagement through various unique<br />

strategies. Gain new ideas that will help you engage your employees<br />

and members.<br />

12:35–2:05 p.m.<br />

Lunch in the Networking & Exhibit Village<br />

Event Center AB<br />

2:05–3:45 p.m.<br />

General Session<br />

In the Mind of the Consumer—Part Two:<br />

Live Focus Group Session<br />

Neil Goldman, Senior Partner, Goldman Consulting & Strategy<br />

Event Center C1-2<br />

Following up on his earlier session, Dr. Goldman will facilitate a<br />

focus group of non-members—live on stage. Hear and observe<br />

fi rst-hand how non-members think about fi nancial institutions,<br />

including credit unions, and take the opportunity to pose questions<br />

directly to the group.<br />

3:45–4:05 p.m.<br />

Refreshment Break in Networking & Exhibit<br />

Village<br />

Event Center AB<br />

7<br />

Conference Schedule


Tuesday, November 13 (continued)<br />

4:10–5:10 p.m.<br />

Concurrent Educational Sessions<br />

Explore More with Neil Goldman<br />

Neil Goldman, Senior Partner, Goldman Consulting &<br />

Strategy<br />

Event Center C3<br />

You've heard the key research fi ndings and participated<br />

in the live focus group session. So what does it all mean?<br />

Where do you go from here? In this participatory dialogue<br />

session, take the opportunity to discuss the potential implications<br />

of the focus group research fi ndings, and explore<br />

possible actions to better attract, connect with, and engage<br />

potential and current members.<br />

Your Credit Union's Largest Growth Opportunity—<br />

Hispanics!<br />

Miriam De Dios, CEO, Coopera Consulting<br />

Montego B<br />

By the year 2050, one out of three U.S. residents will be<br />

Hispanic. Currently, Hispanics make up more than 38 percent<br />

of <strong>California</strong>'s population and more than 27 percent of<br />

Nevada's population. With one out of two Hispanics being<br />

unbanked or underserved, these demographics point to a<br />

market opportunity for credit unions. Join us as we discuss<br />

the economic and demographic fi ndings of Coopera's<br />

Hispanic Opportunity Report for <strong>California</strong> and Nevada, and<br />

unique growth opportunities for credit unions. In addition,<br />

we will highlight a few case studies of Hispanic outreach<br />

efforts by <strong>California</strong> and Nevada credit unions.<br />

Collaboration within the Credit Union System: Part Two<br />

John Lass, SVP, Strategy and Business Development, CUNA<br />

Mutual Group<br />

Montego C<br />

In his second session, John builds on the collaboration<br />

theme by examining real-time case studies to demonstrate<br />

how organizations leverage collaboration to achieve<br />

increased economies of scale and improved competitiveness.<br />

Case studies will cover credit unions both inside and<br />

outside the U.S., as well as several companies outside<br />

fi nancial services.<br />

8<br />

Conference Schedule<br />

Managing Risk in Today’s<br />

Challenging Times<br />

(repeat session)<br />

Tim Harrington, President, TEAM Resources<br />

Montego A<br />

In today's challenging business environment, there are risks<br />

that, unless successfully managed, will impact your credit<br />

union's ability to provide excellent service. In addition, the<br />

National Credit Union Association (NCUA) has indicated it will<br />

increase its emphasis on risk management. Harrington will<br />

explore ways for identify, analyze, respond to, and monitor risks.<br />

Also, he will provide an overview of Enterprise Risk Management<br />

(ERS) while emphasizing credit and especially interest-rate<br />

risk and systems to monitor them.<br />

A Brave New World: Australia's<br />

Credit Union 'Banks'<br />

Louise Petschler, CEO, Abacus<br />

Montego DE<br />

Like credit unions everywhere, Australia's credit unions are challenged<br />

by differentiating themselves from banks while raising<br />

consumer awareness. Petschler, CEO of Abacus (which represents<br />

credit unions and other mutual organizations in Australia), will<br />

speak about recent developments in her country, where credit<br />

unions are legislated and regulated under the same rules as<br />

banks. Petschler will discuss the "even playing fi eld" environment,<br />

public perceptions of credit unions and mutuals vs. banks,<br />

why some credit unions and building societies have changed their<br />

names to banks, and how Abacus keeps the various "credit union<br />

cousins" together under the umbrella of "mutuals."<br />

5:30–6:30 p.m.<br />

PAC Contributors Reception (by invite only)<br />

Event Center Rotunda


Wednesday, November 14<br />

7 a.m.–Noon<br />

Registration & Internet Café<br />

Event Center Rotunda<br />

7:30–8:30 a.m.<br />

CEO/Chair/Exhibitor Breakfast<br />

Event Center C3<br />

7:30–8:30 a.m.<br />

Breakfast in Networking & Exhibit Village<br />

Event Center AB<br />

8:30–9:45 a.m.<br />

General Session<br />

The NOW Revolution: Critical Shifts to Make Your CU Faster,<br />

Smarter & More Social<br />

Jay Baer, renowned social-media consultant and author<br />

Event Center C1-2<br />

While the business lessons of the past largely still apply, speed<br />

and consumer engagement have become more essential. Join<br />

Baer as he shares insights from his tremendous experience as<br />

a digital-marketing and social-media consultant with more than<br />

700 organizations of all sizes.<br />

9:45–10:05 a.m.<br />

Refreshment Break in Networking &<br />

Exhibit Village<br />

Event Center AB<br />

10–11:15 a.m.<br />

Chairmen’s Circle<br />

Nassau<br />

Are you a credit union chairperson? Stay 'in the loop' at the second<br />

annual Chairmen's Circle, where we'll discuss how board members<br />

can be politically involved, what they should be doing to oversee<br />

risk management, whether CEO and offi cer compensation should<br />

be made public or kept private, liability issues, recruitment, and<br />

other hot topics. Open to all board members.<br />

10:15–11:15 a.m.<br />

Concurrent Educational Sessions<br />

Explore More with Jay Baer<br />

Jay Baer, renowned social-media consultant and author<br />

Event Center C3<br />

At this follow-up to his General Session presentation, you'll<br />

have the opportunity to engage in a discussion with Baer and<br />

continue exploring the emergence of social media channels and<br />

their importance to your credit union.<br />

Navigating the Current Economic<br />

Climate: A Discussion with Credit<br />

Union CFOs<br />

Panelists: Jean Peterson, CFO, Financial Horizons CU; Ron<br />

Araujo, CFO, Mission FCU; Christie Jordan, CFO, Clark County<br />

CU; Moderator: Dwight Johnston, Chief Economist, <strong>California</strong><br />

and Nevada Credit Union Leagues<br />

Montego DE<br />

How are credit unions positioning themselves given the current<br />

economic conditions and outlook? Take part in a dialogue with<br />

Dwight Johnston and a panel of credit union CFOs as they<br />

explore strategies credit unions might employ as they navigate<br />

today's economic climate.<br />

Rising U.S. Income Inequality and Credit Unions<br />

Dr. Michael Steinberger, Dean, WCMS; Associate Professor of<br />

Economics, Pomona College<br />

Montego C<br />

It's a fact—over the last three decades, the distribution of<br />

income in the United States has become more unequal. What<br />

does this changing distribution of income mean for you and<br />

your members? Should you care? And, if so, what can you do to<br />

adjust? Join Dr. Steinberger in an exploration of this important<br />

economic issue and its implications for credit unions.<br />

Deploying Mobile Banking and Payments Applications<br />

Bill Shipley, Financial Services Senior Manager, Accenture<br />

Mobility<br />

Montego A<br />

As the mobile application market continues to explode,<br />

successfully rolling out an application to your members requires<br />

a set of core mobile capabilities. This tech-focused session will<br />

review the state of the mobile banking/payments application<br />

market, developing core mobile capabilities, best practices in<br />

delivering mobile applications, select case studies, lessons<br />

learned, and key takeaways.<br />

9<br />

Conference Schedule


Wednesday, November 14 (continued)<br />

11:30 a.m.–1 p.m.<br />

General Session<br />

A Look at the Presidency, Congress, and<br />

the <strong>2012</strong> Election Results<br />

Tucker Carlson, Editor-in-Chief, TheDailyCaller.com, Fox News<br />

contributor, former co-host of CNN’s “Crossfi re”<br />

Event Center C1-2<br />

With a divided Congress, an alienated electorate, and a neckand-neck<br />

Presidential race, it is safe to say that we live in<br />

interesting political times. Political pundit Carlson will take you<br />

behind closed doors for a candid, up-to-the-moment, and witty<br />

look at the congressional and presidential election results and<br />

their possible implications moving forward.<br />

1:30–3 p.m.<br />

<strong>California</strong> <strong>Annual</strong> Business <strong>Meeting</strong><br />

Montego ABC<br />

10<br />

Conference Schedule


1st United Services CU<br />

Peter Chinn, Supervisory Committee Chairman<br />

Len Herrero, Supervisory Committee Member<br />

Jack Sanders, Supervisory Committee Member<br />

Perry White, Supervisory Committee Member<br />

AFTRA-SAG FCU<br />

Roger Runyan, President/CEO<br />

Alameda CU<br />

Cynthia Lemon, COO<br />

Alaska USA FCU<br />

Marci Aguayo, VP<br />

AltaOne FCU<br />

Michael Gay, AVP Finance/Controller<br />

America First CU<br />

Melissa Fama Flis, Marketing<br />

John Lund, President/CEO<br />

Blake Weathers, VP, Business Lending & Account Services<br />

American Airlines FCU<br />

Nancy Johns, Branch Manager<br />

Arrowhead CU<br />

Darin Woinarowicz, CEO<br />

Boulder Dam CU<br />

Eric Estes, President/CEO<br />

Jaron Singleton, Visa Representative<br />

Butte FCU<br />

David Morgan, President/CEO<br />

Cabrillo CU<br />

Robin Lentz, CEO<br />

Margaret Morales, Chief Operating Offi cer<br />

Cal Poly FCU<br />

Barbara Bean, CEO<br />

Maria Ruiz, Board Member<br />

Sharon Stuewe, Board Treasurer<br />

CalCom FCU<br />

Amy Bambery, Vice Chairman<br />

Kyla Hernandez, Branch Coordinator<br />

Erica Stuppa, Administration & Training Manager<br />

Betty Wright, Chairman<br />

<strong>California</strong> and Nevada Credit Union Leagues<br />

Bill Broxterman, Former League President<br />

Dave Chatfi eld, Former League President<br />

Bill Cheney, Former League President; CUNA President and CEO<br />

Richard Johnson, Former League President<br />

<strong>California</strong> Center CU<br />

Linda Pettit, Chief Executive Offi cer<br />

<strong>California</strong> CU<br />

Jared Falk, AVP, Financial Assistance<br />

Marvel Ford, FVP Risk Management Offi cer<br />

Ron Stratman, Chief Marketing Offi cer<br />

Camino FCU<br />

Ernesto Flores, President/CEO<br />

CBC FCU<br />

Patrick Miller, CEO<br />

Trish Williams, VP, Member Relations<br />

Central State CU<br />

Sharon Evard, VP, Operations<br />

Cecile Kaiser, Board of Director<br />

Lori Olson, Chairman, Supervisory Committee<br />

Theodore Rich, Chairman<br />

Chabot FCU<br />

Lester Bridge, Board President<br />

City of Downey FCU<br />

Andy Doyle, Chairman<br />

Jon Hernandez, CEO<br />

Clark County CU<br />

Judith Clark, VP, Operations<br />

Lynn Reiter, HR/Training Director<br />

Wayne Tew, President/CEO<br />

Coast Central CU<br />

Dean Christensen, President/CEO<br />

CoastHills FCU<br />

Scott Coe, SVP Marketing<br />

Richard B. Coggin, Board Vice-Chair<br />

Lawrence Gooch, Supervisory Committee Chairman<br />

Georgia Kizziah, Emeritus Board Member<br />

Robert McIntire, Emeritus Board Member<br />

Hugh Rafferty, Board Chairman<br />

Arthur Scheithauer, Board Treasurer<br />

Shirleen Sladek, Board Member<br />

Dave Upham, SVP, COO<br />

Roger Welt, Board Member<br />

Jeff York, President/CEO<br />

CO-OP Financial Services<br />

Stan Hollen, President/CEO<br />

Cooperative Center FCU<br />

Gary Bell, CEO<br />

County Schools FCU<br />

Sylvia Crew, CFO<br />

11<br />

Attendee List


County Schools FCU<br />

Robert Emerick, CEO<br />

Credit Union of Southern <strong>California</strong><br />

Dave Gunderson, President/CEO<br />

Rick Hoffman, Vice President, Business Development and Legislative Affairs<br />

Tom Orman, SVP, Lending<br />

Madonna Petro, Advisory Board Member<br />

Delta Schools FCU<br />

Rob Greaff, CEO<br />

Delta Schools FCU<br />

Denise Wildes, Accounting Manager<br />

Diablo Valley FCU<br />

Debbie Daniels, Supervisory Committee<br />

Downey FCU<br />

Aaron Cavazos, Director of Lending<br />

Barbara Lamberth, CEO<br />

Jackie Sweida, VP, Operations<br />

Eagle Community CU<br />

Bill Birnie, President/CEO<br />

Educational ECU<br />

Dick Ashjian, SVP, Risk Management<br />

Cleo Bauer-Papagni, Board Vice Chair<br />

Rick Browning, Board Treasurer<br />

William Clark, Supervisory Committee Member<br />

Elizabeth Dooley, President/CEO<br />

Walter Franzell, Supervisory Committee Chair<br />

Tom Gray, SVP, HRD/Administration<br />

Enrique Guzman, Board Secretary<br />

Marianne Levandusky, Executive Secretary<br />

Denda Matthews, SVP, Operations Support<br />

Mark Perez, SVP, Lending/Marketing<br />

Jill Perez, ATM/Card Services Manager<br />

Barbara Thomas, Director<br />

John Tinker, Associate Volunteer<br />

Bev Wahlenmaier, Lending Director<br />

El Monte Community CU<br />

Evamarie Reta, President/CEO<br />

Elko FCU<br />

Kelly Buckner, President/CEO<br />

Jon Wahrenbrock, Board Chairman<br />

Evangelical Christian CU<br />

Matt Weidler, Political Liaison and Asset Analyst<br />

Fairview EFCU<br />

Chris Coursen, CEO<br />

12<br />

Financial Horizons CU<br />

Leatha Barcellos, Board Chairman<br />

Andrea Cavanaugh, Director of Training<br />

Randy Emm, Board Member<br />

George Gazaway, Board Member<br />

Doug Homestead, Board Treasurer<br />

Theresa Lupori, Executive Vice President<br />

Dawn McGhauey, Director of Human Resources<br />

Jean Peterson, CFO<br />

Scott Rader, Board Member<br />

Barbara Reuter, President/CEO<br />

Jim Scott, Vice Chairman<br />

Stephen Summerbell, Deputy CFO<br />

Financial Partners CU<br />

Nader Moghaddam, President/CEO<br />

Firestone Financial Services CU<br />

Morgan DeChevrieux, Director<br />

Lori Lyons, CEO/Manager<br />

First City CU<br />

James D. Likens, Board Chair<br />

Terry O'Steen, President/CEO<br />

First Entertainment CU<br />

Charles Bruen, President/CEO<br />

First Tech FCU<br />

Phil Campbell, General Counsel<br />

Hank Sigmon, Interim President/CFO<br />

Michael Gomez, CEO<br />

Fresno Police Department CU<br />

Sandi McMillan, CEO<br />

Frontier Financial CU<br />

Bruce Rodela, President/CEO<br />

Great Basin FCU<br />

Dennis Flannigan, President/CEO; NCUL Chairman<br />

Greater Nevada CU<br />

Wally Murray, President/CEO<br />

William Prowse, Director<br />

Paul Richey, Board Chairman<br />

Alex Talmant, Director<br />

Harbor FCU<br />

Patrick Cadwallader, Board Member<br />

Melvin Clemons, Chairman of the Board<br />

Becky Cool, Board Member<br />

Tina Fugelsang, President/CEO<br />

Pamela Ghezzi, EVP<br />

Belinda Worth, Board Member<br />

Attendee List


Honda FCU<br />

James Updike, President/CEO<br />

Inland Valley FCU<br />

Tracy Arroyo, COO<br />

Inland Valley FCU<br />

Charles Papenfus, CEO<br />

Kaiperm FCU<br />

Marion Morris, CEO<br />

Dolores Perreira-Pico, Loan Manager<br />

Kern Schools FCU<br />

Bryon Schaefer, Board Member<br />

KeyPoint CU<br />

Brad Canfi eld, CEO<br />

Kinecta FCU<br />

Patty Graham, Director, Retail & Risk Operations<br />

Darryl Johnson, Chairman<br />

Signa Machuca, Supervisory Committee<br />

Laura Reyes, Volunteer Associate<br />

Mark Steiman, SVP, Chief Administrative Offi cer<br />

Keith Sultemeier, President/CEO<br />

La Loma FCU<br />

Gary Nelson, CEO<br />

LBS Financial CU<br />

Joseph Apfel, Supervisory Committee<br />

Henry Dunn, Supervisory Committee<br />

John Fylpaa, Vice Chairman<br />

Lionel Gatley, Director<br />

Jeff Napper, President/CEO<br />

Luther Williams, Director<br />

Long Beach City EFCU<br />

Beverly Bartlow-Nieves, Board Member<br />

Ed Nelson, Supervisory Committee<br />

Los Angeles FCU<br />

John Dea, President/CEO<br />

Mattel FCU<br />

Lloyd Jones, Chairman<br />

McKesson EFCU<br />

Christopher Bruno, CEO<br />

Thomas LaFrance, Director, Finance & Operations<br />

MD & DC CU Association<br />

John Bratsakis, President/CEO<br />

Merced School EFCU<br />

Mark Bodley, Vice Chairman<br />

Mid Cities CU<br />

Roy Brooks, Board Treasurer<br />

Mission City FCU<br />

David Waterman, CEO<br />

Moore West FCU<br />

Martin Alvarez, Board Member<br />

Laura Keyes, President/CEO<br />

Benny Martinez, Board Member<br />

Jim Miller, Board Member<br />

Susan Stevenson, Board Member<br />

Debi Vandiver, Board Member<br />

Steve Vierra, Board Member<br />

Nikkei CU<br />

Jennifer Kato, Accounting Manager<br />

North County CU<br />

Alan Arvizu, CFO<br />

Mike Danielski, Director<br />

Mariam Janan, CU Acceptance Group<br />

Gerald Mikas, Director<br />

Gary Sisk, CEO<br />

North Island CU<br />

Al George, Board of Director<br />

Northern Redwood FCU<br />

Richard Ayala, President/CEO<br />

Northrop Grumman FCU<br />

Matthew Herbert, COO<br />

Ontario Public EFCU<br />

Charlene Jackson, CEO<br />

Peggy Williams, Board Chair<br />

Operating Engineers Local 3 FCU<br />

Michael Donohue, CEO<br />

Jeff Hampton, EVP<br />

P.V.H.M.C. FCU<br />

Tom Ramos, CEO<br />

Pacifi c Oaks FCU<br />

Garda Falt, Board of Director<br />

Glenda Gallagher, Board of Director<br />

Pacifi c Postal CU<br />

Bob Scaletta, Vice President<br />

Roger Somer, Chairman of the Board<br />

Pacoima Development FCU<br />

Roberto Barragan, President<br />

Antonio Pizano, Manager/CEO<br />

13<br />

Attendee List


Pahranagat Valley FCU<br />

Robin Simmers, CEO/Manager<br />

Pari-Mutuel FCU<br />

Guy Lamothe, Consultant<br />

Parishioners FCU<br />

Mark Marderness, President/CEO<br />

Regina Romero, Lending Manager<br />

Patelco CU<br />

Ken Burns, President/CEO<br />

LeeAnne Giblin, SVP/Chief Administration Offi cer<br />

Beverly Lagos, North Bay Advisory Council<br />

Kenneth Rogers, Advisory Council Member<br />

Gerald Upson, Board Director<br />

Printing Industries CU<br />

Susan Conjurski, President/CEO<br />

Printing Offi ce ECU<br />

Tom Farrar, CEO<br />

Safe 1 CU<br />

Doug Kileen, President/CEO<br />

Monica Rines, VP, Marketing<br />

Rick Ruiz, Board Member<br />

Gary Scroggs, Board Member<br />

SAFE CU<br />

Herbert Long, Director<br />

Phillip Meserve, 1st Vice Chairperson<br />

Ronald Seaman, Chairman of the Board<br />

Terrance Tremelling, Director<br />

San Bernardino School EFCU<br />

Kevin Posey, CEO<br />

San Diego County CU<br />

Tum Vongsawad, COO<br />

Teresa Halleck, President/CEO; CCUL Chairman<br />

San Francisco FCU<br />

Warren Alderson, Service Center Manager<br />

Courtney Derby, Membership Development Manager<br />

Jude Gogan, SVP/COO<br />

San Francisco Fire CU<br />

Darren Herrmann, President/CEO<br />

San Mateo CU<br />

Valerie Alsip, VP, Lending & Operations<br />

Carole Jolette, Volunteer<br />

Barry Jolette, President/CEO<br />

Cheri Mora, Community/CU/Legislator Relations<br />

Connie Paniagua, Executive Assistant to CEO<br />

Lecia Roundtree, VP, Human Resources<br />

14<br />

Sandia Laboratory FCU<br />

Steve Larrañaga, Regional Branch Manager<br />

Santa Ana FCU<br />

Jill Mahany, CEO<br />

SCE FCU<br />

Christopher Carter, Supervisory Committee Member<br />

Dennis Huber, CEO<br />

Warren Lehmann, Director<br />

Susanne Longson, VP of Business Development and Community Relations<br />

Robert Toohey, Board Vice Chairman<br />

Schools FCU<br />

Carlos Garrido, EVP/COO<br />

Harry Montanez, CEO<br />

Catherine Stinson, Director of Lending<br />

SchoolsFirst FCU<br />

Debbie Barrera, SVP, Organizational Development<br />

Shelly Berryman, VP, Membership Development/Advocacy<br />

Rudy Hanley, President/CEO<br />

Jose Lara, SVP, Planning & Development<br />

Aaron Mickelson, Manager, Operation Support<br />

Marina Miller, ISC/Legal Manager<br />

Dana Schuller, VP, Branches<br />

Self-Help FCU<br />

Joe Duran, SVP<br />

Mark Ryan, VP, Lending<br />

SESLOC FCU<br />

Geri LaChance, President/CEO<br />

Sierra Central CU<br />

Ron Bartoli, Board Member<br />

Jim Kennedy, Board Member<br />

David Mackowiak, Chairman of the Board<br />

Dan Ostrander, Board Member<br />

Ron Sweeney, COO/EVP<br />

Pam Sweeney, VP Community Relations<br />

Sierra Point CU<br />

Deborah Trapani, President/CEO<br />

Silver State Schools CU<br />

Andrew Hunter, President/CEO<br />

Siskiyou Central CU<br />

Becky Ives, President/CEO<br />

Heather Wagy, COO<br />

SkyOne FCU<br />

Wayne Lynch, Board Chair<br />

Eileen Rivera, President/CEO<br />

Lourdes Ruano, Chief Financial Offi cer<br />

Attendee List


SLO CU<br />

Suzanne Leedale, CEO<br />

SMW 104 FCU<br />

Rick Hanan, CEO<br />

South Bay CU<br />

Jennifer Oliver, President/CEO<br />

Southern <strong>California</strong> Postal CU<br />

Ken Peterson, Vice President<br />

Southland CU<br />

Ferris Foster, President/CEO<br />

Matt Herrick, Vice President Sales & Marketing<br />

Tom Lent, SVP/CFO<br />

Sun Community FCU<br />

Dale Johnson, EVP/CFO<br />

Sean Smith, Manager<br />

The Golden 1 CU<br />

Patricia Neighbors, Strategic Development Offi cer<br />

Carol Nelson, Board Member<br />

John Meeks, President/CEO<br />

Travis CU<br />

Dee Alarcon, Director<br />

Mary Coburn, Secretary, Board of Directors<br />

Sylvia Hanson, Executive Assistant<br />

Eric Maldonado, Community & Government Relations Offi cer<br />

Patsy Van Ouwerkerk, President/CEO<br />

Federico Zaragoza, Base Liaison, Comm/Govt Relations Offi cer<br />

Union Oil Santa Fe Springs EFCU<br />

Irene Soles, CEO<br />

United Health CU<br />

Tony Violanti, Chairman<br />

Linda White, CEO<br />

Universal City Studios CU<br />

Larry Avicola, Emeritus Board Member<br />

Leonard DiRisio, Treasurer<br />

Janice Etzkorn, Board Member<br />

Melissa Long, Secretary<br />

James Maull, Board Vice Chair<br />

Thomas Ott, CEO<br />

June Smith, Board Chair<br />

University CU<br />

Steve Kuzma, VP Finance<br />

USC CU<br />

Jonas Malubag, Financial Service Supervisor<br />

Ralph A. Ramirez, COO<br />

USE CU<br />

Jim Harris, President/CEO<br />

Valley First CU<br />

Hank Barrett, President/CEO<br />

Valley Oak CU<br />

Rick Chappell, Board Chair<br />

Alan Cortum, CEO<br />

Ventura County CU<br />

Joseph Schroeder, President/CEO<br />

Wescom CU<br />

Kathie Chism, VP<br />

Carlo Galioto, Branch Manager<br />

Kelly Klein, Business Development<br />

Victor Lopez, Branch Manager<br />

Sandy Maiden-Johnson, Branch Manager<br />

Susan McCready, Senior Vice President, Branch Administration<br />

Anthony Nowak, Senior Branch Manager<br />

Deena Spicer, VP, Marketing and Communications<br />

Jane Wood, EVP/COO<br />

Western FCU<br />

Gordon Howe, COO/CIO<br />

Western Healthcare FCU<br />

Diana Michaels, CEO<br />

Jennifer Spinello, Board Member<br />

WestStar CU<br />

Mona Joseph, VP<br />

Rick Schmidt, President/CEO<br />

Xceed Financial FCU<br />

Teresa Freeborn, President/CEO<br />

Dennis Ruffner, Board Member<br />

Nicole Valentin-Smith, SVP of Retail Sales<br />

15<br />

Attendee List


16<br />

Exhibit Hall Floor Plan


Stanley Convergent Security Solutions .........1<br />

Credit Union Times .......................................2<br />

Burns-Fazzi, Brock & Associates ..................3<br />

Open Solutions, Inc. .....................................4<br />

CU Recovery & The Loan Service Center ......5<br />

VISA Inc. ......................................................6<br />

CUNA Mutual Group .....................................7<br />

CU Business Solutions .................................8<br />

CO-OP Financial Services.............................9<br />

Children's Miracle Network ........................10<br />

PDP Group, Inc. ..........................................11<br />

Collaborative Offi ce Solutions & CURoots.......12<br />

Bank of the West ........................................13<br />

Fiserv ........................................................14<br />

Integrated Builders Group ..........................15<br />

Ser Technology ..........................................16<br />

Transamerica ............................................17<br />

CUAutoCoupon ...........................................18<br />

SWBC ........................................................19<br />

Offi ceMax ..................................................20<br />

QwickRate .................................................21<br />

National Asset Management Group ............22<br />

O'Rourke & Associates ...............................23<br />

FTSI ...........................................................24<br />

CUNA Strategic Services ............................25<br />

Daly Initiatives ...........................................26<br />

Symitar ......................................................27<br />

Allied Solutions ..........................................28<br />

TimeTrade .................................................29<br />

JHA Payment Processing Solutions ............32<br />

BIT Statement ...........................................33<br />

Strategic Resource Management ...............34<br />

PSCU .........................................................35<br />

GreenPath Debt Solutions ..........................36<br />

Visible Equity .............................................37<br />

Harland Clarke ...........................................38<br />

Autoland ....................................................39<br />

Credit Union Student Choice ....................39A<br />

ICUL Service Corp ......................................40<br />

Diebold, Inc. ...............................................41<br />

Executive Benefi ts Solutions ......................42<br />

Plansmith Corporation ...............................43<br />

Credit Union Journal ..................................44<br />

First Investors Corporation .........................45<br />

Richard Myles Johnson Foundation ...........46<br />

CU Realty Services, LLC .............................47<br />

Western CUNA Management School (WCMS) ..48<br />

T.D. Service Company ................................49<br />

Burroughs ..................................................50<br />

Invest in America/Sprint .............................51<br />

John M. Floyd & Associates .......................52<br />

Card Services for Credit Unions (CSCU/FIS) .......53<br />

CU Direct Corporation ................................54<br />

MVi-Millennial Vision, Inc. ..........................55<br />

New York Life .............................................56<br />

Vantiv ........................................................57<br />

CU Members Mortgage ..............................58<br />

Cummins Allison ........................................59<br />

Credit Union Data Processing, Inc...............66<br />

CU Partners ...............................................67<br />

Xpress Data, Inc. ........................................68<br />

Samaha & Associates ................................69<br />

Catalyst Corporate Federal Credit Union ........70, 71<br />

Business Data Inc. .....................................72<br />

Credit Union 24 ..........................................73<br />

McGladrey LLP ..........................................74<br />

Member Access Pacifi c ..............................75<br />

TCI Credit .................................................76<br />

GoNet USA LLC ..........................................77<br />

Executive Compensation Solutions .............78<br />

Moss Adams, LLP ......................................79<br />

Vining Sparks, IBG .....................................80<br />

Ensenta .....................................................81<br />

Credit Union Executives Society (CUES) ......82<br />

American Share Insurance/Excess Insurance ........83<br />

<strong>California</strong> Reverse Mortgage Consultants ...84<br />

Pendum, LLC .............................................85<br />

O.M. Financial Group ..................................86<br />

Amherst Securities Group ..........................87<br />

SS&C Technologies ....................................88<br />

AutoNation Direct .......................................89<br />

First Empire Securities ..............................90<br />

Peak Financial Network Solutions ..............97<br />

SaveAround Partnership Solution ...............98<br />

Garnet Capital Advisors ..............................99<br />

GLORY (U.S.A.) Inc. ..................................100<br />

Cook Security Group ................................101<br />

CU*Northwest ..........................................102<br />

SunCorp ..................................................103<br />

C.E. Fry Construction ..............................104<br />

ATM Technology, Inc. ................................105<br />

Balance Sheet Solutions, LLC ...................106<br />

Share One, Inc. ........................................107<br />

Insuritas ..................................................108<br />

Exhibit Booths by Number<br />

17<br />

Advanced Fraud Solutions ........................109<br />

Harland Financial Solutions ......................110<br />

CliftonLarsonAllen ....................................111<br />

Thuridion .................................................112<br />

DealerTrack .............................................113<br />

MnIPC (Mn. Item Processing Corp) ...........114<br />

Keep Your Home <strong>California</strong> .......................115<br />

PCFS 2000 ..............................................116<br />

Western Integrated Systems ....................117<br />

Access Softek, Inc. ...................................118<br />

Enterprise Car Sales ................................119<br />

The Sheeter Group ...................................120<br />

OnePoint—Human Capital Management ...121<br />

C-Sun Studios ..........................................201<br />

Table Tops<br />

Experian .................................................. TT1<br />

Goodman Dean, Inc. ................................. TT2<br />

EPL, Inc.................................................... TT3<br />

FLEX ........................................................ TT4<br />

Professional Credit Service ....................TT4A<br />

Raymond James/Morgan Keegan ...........TT4B<br />

Intuit Financial Services .........................TT4C<br />

TelePacifi c Communications ..................TT4D<br />

Mason McDuffi e Mortgage Corp ............... TT5<br />

TSI Reconveyance Services ..................... TT6<br />

Cachet Financial Solutions ....................... TT7<br />

Community Mortgage Funding ................. TT8<br />

Bluepoint Solutions, Inc. ........................... TT9<br />

Legacy Member Services ....................... TT10<br />

Networking<br />

Bankrate<br />

Federal Home Loan Bank of San Francisco<br />

Members Business Services<br />

The Best Service Company<br />

NewGround<br />

First American Mortgage Services<br />

UPF Services<br />

The ProCon Group<br />

The Members Group (TMG)<br />

Ding Communications<br />

Adapt Telephony<br />

InterWest Insurance Services, Inc.<br />

CUBED<br />

Mitchell, Stankovic & Associates<br />

*This category of exhibitor does not include booth or table space in the Exhibit Hall, but does allow exhibitor representatives to attend the<br />

convention and conduct business on-site.


Access Softek, Inc.<br />

Booth 118<br />

727 Allston Way, Suite C<br />

Berkeley, CA 94710<br />

510.847.7804<br />

www.accesssoftek.com<br />

Contact: Shannon Schott, Business Development<br />

Assistant<br />

sschott@accesssoftek.com<br />

Access Softek is a privately held software<br />

company that has specialized in developing<br />

innovative fi nancial products for over<br />

25 years. Our mobile banking solution is<br />

the most reliable, user friendly, secure and<br />

feature rich solution anywhere. It includes<br />

apps, WAP, SMS, Mobile Deposit Capture,<br />

PayPal, location-based security services,<br />

and more.<br />

Adapt Telephony<br />

Networking Exhibitor<br />

600 Enterprise Drive, Suite 204<br />

Oak Brook, IL 60523<br />

630.468.7648<br />

www.teamadapt.com<br />

Contact: Penny Shipley, Regional Sales<br />

Manager<br />

pennys@teamadapt.com<br />

Advanced Fraud Solutions<br />

Booth 109<br />

1420 Rutsey Court<br />

Folsom, CA 95630<br />

916.764.1680<br />

www.advancedfraudsolutions.com<br />

Contact: Josh Sheehan, Sr. Business<br />

Development Manager<br />

jsheehan@advancedfraudsolutions.com<br />

Advanced Fraud Solutions is the leading<br />

provider of risk detection software<br />

for the fi nancial industry. Serving more<br />

than 400 customers with fraud and risk<br />

detection software at the teller and the<br />

back offi ce, Advanced Fraud Solutions<br />

enables the proactive identifi cation of risk<br />

and prevention of losses for the fi nancial<br />

institution.<br />

Allied Solutions<br />

Booth 28<br />

23046 Avenida de la Carlota, Suite 525<br />

Laguna Hills, CA 92653<br />

949.813.9026<br />

www.alliedsolutions.net<br />

Contact: Chris Salas, Client Development<br />

Manager<br />

chris.salas@alliedsolutions.net<br />

Creating Solutions Through Partnerships:<br />

Allied Solutions never loses sight<br />

of what’s important. Everything we do<br />

revolves around making our clients the Focal<br />

Point. We offer strategies, solutions and<br />

professional expertise tailored specifi cally<br />

to your needs. Contact us to learn more<br />

about the focus and service commitment<br />

of Allied at 866.633.1480 or www.alliedsolutions.net.<br />

18<br />

Exhibit Directory<br />

American Share Insurance/Excess<br />

Share Insurance<br />

Booth 83<br />

5656 Frantz Road<br />

Dublin, OH 43017<br />

800.521.6342<br />

www.americanshare.com<br />

Contact: Lori Solberg, VP Sales & Marketing<br />

lsolberg@americanshare.com<br />

American Share Insurance (ASI) is the<br />

nation’s leading provider of private<br />

share insurance for state-chartered<br />

credit unions. ASI also offers excess share<br />

insurance to both state and federally<br />

chartered credit unions in <strong>California</strong>, and<br />

in Nevada through its subsidiary, Excess<br />

Share Insurance Corporation (ESI). Learn<br />

more at www.americanshare.com or<br />

www.excessshare.com.<br />

Amherst Securities Group<br />

Booth 87<br />

1300 Post Oak Blvd., Suite 850<br />

Houston, TX 77056<br />

www.asglp.com/cu<br />

Contact: Chris Thomas, Senior Vice<br />

President<br />

cthomas@amherst.com<br />

SEC & FINRA Registered Broker/Dealer<br />

• Works Exclusively with Credit Union<br />

Accounts • Provides Detailed Trade<br />

Documentation, including Bloomberg<br />

Descriptive Data • Portfolio Review/Analysis<br />

• Investment & Asset Liability Policy<br />

Development Consistent with NCUA Rules<br />

& Regulations • Investment Training for<br />

Board & ALCO Members • Internet Delivery<br />

of Investment/Accounting Reports


ATM Technologies<br />

Booth 105<br />

286 Corporate Way<br />

Upland, CA 91786<br />

909.920.5015<br />

www.cefryconstruction.com<br />

Contact: Mike Fry, President<br />

mfry@cefryconstruction.com<br />

ATM Technologies is a certifi ed re-seller<br />

and distributor for all Companion System<br />

and Heritage products with over 150<br />

years of combined experience in ATM<br />

sales, design, and installation. We provide<br />

site surveys, construction schedules<br />

along with fi eld management throughout<br />

the entire process. ATM Technologies is<br />

the Total Solution for ATM Installation,<br />

Service, and Construction.<br />

Autoland, Inc.<br />

Booth 39<br />

20131 Prairie Street, Suite A<br />

Chatsworth, CA 91311<br />

www.autoland.com<br />

Contact: Marcia Francisco, SVP, Marketing<br />

& Business Dev.<br />

mfrancisco@autoland.com<br />

Autoland is a Credit Union-owned<br />

cooperative operating on the principle<br />

of people helping people, since 1971.<br />

We deliver high quality; direct auto loans<br />

to credit union partners, helping them<br />

differentiate themselves by offering the<br />

ultimate auto buying experience. Autoland<br />

provides a complete auto buying solution<br />

for credit unions with a customizable<br />

suite of products including in-house Consultants,<br />

trade-ins, aftermarket products,<br />

web solutions and more—all designed to<br />

promote member loyalty and grow your<br />

loan portfolio.<br />

AutoNation Direct<br />

Booth 89<br />

2888.C Harbor Blvd.<br />

Costa Mesa, CA 92626<br />

626.622.7125<br />

www.autonation.com<br />

Contact: Robert Delgado, Account Relations<br />

Manager<br />

delgador@autonation.com<br />

AutoNation Direct is a credit union<br />

automotive buying service that assists<br />

your members by providing them with the<br />

tools, guidance, and information needed<br />

to make an informed buying decision. Our<br />

processes are innovative and designed to<br />

differentiate your credit union, serve your<br />

members, and protect your fi nancing.<br />

Balance Sheet Solutions, LLC<br />

Booth 106<br />

101 South Barranca Avenue, Suite 110<br />

Covina, CA 91722<br />

www.balancesheetsolutions.org<br />

Contact: Dan Kokoszka, Senior Interest<br />

Rate Risk Consultant<br />

dan.kokoszka@balancesheetsolutions.org<br />

Balance Sheet Solutions, LLC, provides<br />

a wide range of services to credit unions<br />

nationwide. Broker/Dealer services<br />

include marketable securities through ISI,<br />

member FINRA/SIPC, and brokered CDs.<br />

Full investment advisory services are<br />

offered (SEC registered investment advisor).<br />

Other services include IRR Modeling<br />

& Consulting, ALM, Benchmarking, and<br />

Portfolio Analytics. Learn more at www.<br />

balancesheetsolutions.org.<br />

19<br />

Exhibit Directory<br />

Bank of the West<br />

Booth 13<br />

2527 Camino Ramon<br />

San Ramon, CA 94583<br />

925.843.8432<br />

www.bankofthewest.com<br />

Contact: Dina Amaral, VP, Relationship<br />

Manager, Specialized Corporate Solutions<br />

dina.amaral@bankofthewest.com<br />

For over thirty years, Bank of the West<br />

has been a consistent and committed<br />

partner to the Credit Union industry. We<br />

have the technology platforms, operational<br />

infrastructure and dedicated servicing<br />

staff to support all your processing needs.<br />

Services provided: Share Draft & Item<br />

Processing, Settlement, Cash Services,<br />

Lockbox, ATM Network, Investment/Safekeeping.<br />

Bankrate<br />

Networking Exhibitor<br />

11760 US Highway 1, Suite 200<br />

North Palm Beach, FL 33408<br />

561.630.1214<br />

www.bankrate.com<br />

Contact: Greg McBride, VP, Senior Financial<br />

Analyst<br />

gmcbride@bankrate.com<br />

Bankrate.com is a personal fi nance<br />

website devoted to helping consumers<br />

make more informed fi nancial decisions<br />

by offering free calculators, objective<br />

articles, and comprehensive rate search<br />

engines. Bankrate.com and the Bankrate<br />

Network of sites are the way for fi nancial<br />

institutions to reach in-market consumers<br />

that are poised to transact.


BIT Statement Processing<br />

Booth 33<br />

710 SW 34th Street<br />

Renton, WA 98057<br />

425.251.0833<br />

www.bitstatement.net<br />

Contact: David O’Malley, Sales Manager<br />

domalley@bitstatement.net<br />

BIT Statement Processing—a leader in<br />

custom statement designs for over a<br />

decade. BIT’s print and award-winning<br />

eStatement program, enables comprehensive<br />

drill down marketing, interactive<br />

links, and video streaming. Capturing the<br />

customer’s personal experience, online,<br />

with warm visual messaging and dialogue<br />

with real people through a blending of<br />

technology and media tools.<br />

Bluepoint Solutions, Inc.<br />

Table Top 9<br />

1221 Liberty Way<br />

Vista, CA 92081<br />

760.410.9000<br />

www.bluepointsolutions.com<br />

Contact: Brett Willard, VP, Sales Western<br />

Region<br />

brett.willard@bluepointsolutions.com<br />

Bluepoint Solutions provides end-to-end<br />

payment processing and content management<br />

solutions to community fi nancial<br />

institutions. Over 1,400 credit unions and<br />

community banks nationwide have deployed<br />

its enterprise technology, including<br />

the largest corporate credit unions and<br />

credit union service organizations in the<br />

country. Learn more at<br />

www.bluepointsolutions.com.<br />

Burns-Fazzi, Brock & Associates<br />

Booth 3<br />

1816 East Seventh Street<br />

Charlotte, NC 28204<br />

714.332.2265<br />

www.bfbbenefi t.com<br />

Contact: Tom Tedford, EVP<br />

ttelford@bfbbenefi t.com<br />

Burns-Fazzi, Brock (BFB), specializes in<br />

benefi ts for Credit Union executives and<br />

their Boards. BFB’s core specialties include:<br />

Executive Benefi ts, Benefi t Liability<br />

Management, and Board Long Term Care<br />

Insurance. BFB is the NAFCU Services<br />

Preferred Partner for executive compensation,<br />

benefi t consulting and Board Long<br />

Term Care Insurance<br />

Burroughs<br />

Booth 50<br />

41100 Plymouth Road<br />

Plymouth, MI 48170<br />

734.737.4197<br />

www.burroughs.com<br />

Contact: Wayne Vandekraak, VP, Business<br />

Sales Development<br />

wayne.vandekraak@burroughs.com<br />

For over 100 years, Burroughs has been a<br />

leader in providing maintenance services<br />

and transaction technology solutions<br />

worldwide. Our innovative technology,<br />

vast customer services offerings and<br />

footprint guarantee signifi cant effi ciencies<br />

for anyone who processes check and<br />

cash transactions. Financial institutions,<br />

ISOs, and retailers select us as their full<br />

service provider.<br />

20<br />

Exhibit Directory<br />

Business Data Inc.<br />

Booth 72<br />

321 N. Oaks St.<br />

Inglewood, CA 90302<br />

310.412.1290<br />

www.businessdatainc.com<br />

Contact: Todd Holtzman, Director of New<br />

Business<br />

tholtzman@businessdatainc.com<br />

Putting client opportunities into motion!<br />

Business Data, Inc. (BDI) opens doors for<br />

credit unions to empower critical end.<br />

user communications. BDI offers a unique<br />

suite of services to keep you ahead of the<br />

curve in today’s fi nancial marketplace<br />

with design, integration and cross-selling<br />

options second to none in the CU industry.<br />

Cachet Financial Solutions<br />

Table Top 7<br />

Southwest Tech Center A<br />

18671 Lake Drive East<br />

Minneapolis, MN 55317<br />

952.698.6950<br />

www.cachetfi nancial.com<br />

Contact: Nick Botnen, Regional VP of<br />

Sales<br />

nbotnen@cachetfi nancial.com<br />

Cachet Financial Solutions is a leading<br />

fi nancial services technology company<br />

specializing in commercial and consumer<br />

remote deposit capture (RDC) solutions<br />

for Mac, PC, and Mobile. With our innovative<br />

platform, Cachet has simplifi ed the<br />

process for delivering, implementing and<br />

servicing RDC, providing fi nancial institutions<br />

and their customers’ greater fl exibility,<br />

freedom, and value.


<strong>California</strong> Reserve Mortgage Consultants<br />

Booth 84<br />

3033 Cleveland Avenue, Suite 150<br />

Santa Rosa, CA 95403<br />

707.535.2928<br />

www.crmcares.com<br />

Contact: Ron Kamler, President<br />

rkamler@crmcares.com<br />

<strong>California</strong> Reverse Mortgage Consultants<br />

mission is to educate and create awareness<br />

for the better understanding of Reverse<br />

Mortgages within the Credit Union and<br />

Senior Communities. We only do one thing,<br />

provide Reverse Mortgages for Credit Union<br />

Members.<br />

Card Services for Credit Unions –<br />

CSCU/FIS<br />

Booth 53<br />

3031 North Rocky Point Drive West, Suite<br />

750<br />

Tampa, FL 33607<br />

888.930.2728<br />

www.cscu.net<br />

More than 3,000 member credit unions<br />

trust CSCU with their credit and debit<br />

card portfolios. We offer complete cardprocessing<br />

solutions, access to the latest<br />

industry trends, and responsive service.<br />

As the nation's largest card-processing<br />

association, look to CSCU for insight,<br />

education and proven tools that grow and<br />

strengthen your business.<br />

Catalyst Corporate Federal Credit<br />

Union<br />

Booth 70 & 71<br />

2855 East Guasti Road, Suite 600<br />

Ontario, CA 91761<br />

800.442.5763<br />

www.catalystcorp.org<br />

Contact: Karen Coble, VP Sales<br />

kcoble@catalystcorp.org<br />

Catalyst Corporate Federal Credit Union is<br />

the new organization built on the best of<br />

Southwest Corporate Federal Credit Union<br />

and Georgia Corporate Federal Credit<br />

Union. Catalyst Corporate offers credit<br />

unions a slate of fi nancial services designed<br />

around effi ciency, including: item<br />

processing and remote deposit capture,<br />

balance sheet management, electronic<br />

payments, and correspondent, lending,<br />

and investment services.<br />

C.E. Fry Construction Co, Inc.<br />

Booth 104<br />

286 Corporate Way<br />

Upland, CA 91786<br />

909.920.5015<br />

www.cefryconstruction.com<br />

Contact: Mike Fry, President<br />

mfry@cefryconstruction.com<br />

C.E. Fry Construction Co., Inc. is the Total<br />

Solution Contractor for fi nancial institutions.<br />

We specialize in new construction,<br />

tenant improvement & ATM Construction.<br />

Our knowledge and experience in security<br />

products, closed circuit television, access<br />

control and vault construction assure<br />

the customer that C.E. Fry Construction<br />

understands what is required to build and<br />

operate a complete fi nancial institution.<br />

21<br />

Exhibit Directory<br />

Children’s Miracle Network Hospitals &<br />

Credit Unions for Kids<br />

Booth 10<br />

10572 East Caron Street<br />

Scottsdale, AZ 98258<br />

801.913.2676<br />

www.childrensmiraclenetwork.org<br />

Contact: Joe Dearborn, Senior Director<br />

jdearborn@childrensmiraclenetwork.org<br />

America’s credit unions, fundraising under<br />

the Credit Unions for Kids brand, have<br />

partnered with Children’s Miracle Network<br />

Hospitals since 1996 and in that time have<br />

raised over $100 million in contributions.<br />

The funds raised by the credit union community<br />

help support a number of vital programs<br />

including research and charity care<br />

benefi ting 17 million children annually.<br />

CliftonLarsonAllen<br />

Booth 111<br />

370 Interlocken Blvd., Suite 500<br />

Broomfi eld, CO 80021<br />

303.439.6018<br />

www.cliftonlarsonallen.com<br />

Contact: Stephanie Fortner, Marketing<br />

Manager<br />

Stephanie.fortner@cliftonlarsonallen.com<br />

CliftonLarsonAllen is one of the nation's<br />

top 10 certifi ed public accounting and consulting<br />

fi rms. We deliver highly specialized<br />

fi nancial institution industry insight. We<br />

have been providing audit and consulting<br />

services to credit unions for over 50 years<br />

and are the largest provider of credit union<br />

audit services in the nation.


Community Mortgage Funding<br />

Table Top 8<br />

3201 W. Temple Avenue, Suite 120<br />

Pomona, CA 91768<br />

909.461.2613<br />

www.cmfl oan.com<br />

Contact: Denise Fadell, VP of Sales &<br />

Marketing<br />

dfadell@cmfl oan.com<br />

Community Mortgage Funding, LLC (CMF)<br />

is a CUSO providing Credit Unions and<br />

their members with a full menu of mortgage<br />

lending products. CMF is owned<br />

by Credit Unions and hires Credit Union<br />

people to extend the Credit Union philosophy<br />

to the members we serve.<br />

Cook Security Group<br />

Booth 101<br />

280 Greg Street, Suite 7<br />

Reno, NV 89502<br />

503.786.5173<br />

www.cooksecuritygroup.com<br />

Contact: Dave Rule, Marketing Manager<br />

dave.rule@cooksecuritygroup.com<br />

With over 300 years of combined experience,<br />

CSG provides electrical & physical<br />

security, service and installation including<br />

alarms, monitoring, cameras, DVR,<br />

surveillance equipment, access control,<br />

lock repair, ATM maintenance, safes, and<br />

much more. We take pride in our 2-hour<br />

response time and cost effective solutions.<br />

Learn more at www.cooksecuritygroup.com.<br />

CO-OP Financial Services<br />

Booth 9<br />

9692 Haven Avenue<br />

Rancho Cucamonga, CA 91730<br />

800.782.9042<br />

www.co.opfs.org<br />

Contact: Terresa Patton, Regional Sales<br />

Manager<br />

terresa.patton@co.opfs.org<br />

Based in Rancho Cucamonga, Calif. and<br />

founded in 1981, CO-OP Financial Services<br />

is the industry leader in access and<br />

convenience products for credit unions.<br />

CO-OP connects credit union members to<br />

their accounts through network, payment<br />

processing, e-commerce, shared branching<br />

and call center services. With more<br />

than 3,500 credit union members, 30<br />

million cardholders, 30,000 surchargefree<br />

ATMs, 4,600 shared branching<br />

locations (plus 2,200 Vcom® kiosks) and<br />

more than two billion annual transactions,<br />

CO-OP Financial Services offers the tools,<br />

counsel and leadership to help credit<br />

unions prosper. To learn more, visit www.<br />

co-opfs.org.<br />

Credit Union 24<br />

Booth 73<br />

2120 Killarney Way<br />

Tallahassee, FL 32309<br />

850.701.2824<br />

www.cu24.com<br />

Contact: Tom Terrusa, AVP, National Sales<br />

Group<br />

tom.terrusa@cu24.com<br />

22<br />

Exhibit Directory<br />

Credit Union Data Processing, Inc.<br />

Booth 66<br />

209 E. Gordon Avenue<br />

Layton, UT 84041<br />

801.451.9101<br />

www.cudp.com<br />

Contact: Craig Peterson, Director of<br />

Marketing<br />

craig@cudp.com<br />

Credit Union Data Processing, Inc. is in<br />

the unique position to help Credit Unions<br />

‘Advance Beyond’ by providing a core<br />

processing platform that puts the member<br />

experience fi rst. Utilizing leading<br />

technologies that are market proven, such<br />

as JAVA, MySQL, Google Web Toolkit, and<br />

TeamCity, our core processor CUProdigy<br />

empowers credit unions with a comprehensive<br />

solution that is both robust and<br />

scalable.<br />

Credit Union Executives Society (CUES)<br />

Booth 82<br />

5510 Research Park Drive<br />

Madison, WI 53711<br />

608.271.2664<br />

www.cues.org<br />

Contact: Kristie Wimmer, Member Relations/Council<br />

Coordinator<br />

Kristie@cues.org<br />

CUES® is an international membership<br />

association dedicated to the education<br />

and development of credit union CEOs,<br />

directors and future leaders. Our offerings—from<br />

highly acclaimed institutes to<br />

an array of online services and progressive<br />

strategic solutions—are the premier<br />

professional development programs in<br />

the credit union industry today.


Credit Union Journal<br />

Booth 44<br />

1 State Street, 27th Floor<br />

New York, NY 10004<br />

212-803-8200<br />

www.cujournal.com<br />

Contact: Frank Diekmann, Publisher<br />

frank.diekmann@sourcemedia.com<br />

Credit Union Journal, published by<br />

SourceMedia, is the nation’s leading credit<br />

union newsweekly, providing objective<br />

credit union community news. Infl uential<br />

credit union heads and decision-makers<br />

look to Credit Union Journal each week<br />

for the latest developments in the credit<br />

union community. For over ten years,<br />

readers have turned to our publication for<br />

trustworthy, concise coverage on investments,<br />

member relationship management,<br />

small business services, legislative<br />

changes and other pertinent topics.<br />

Credit Union Student Choice<br />

Booth 39A<br />

1001 Connecticut Avenue NW, 10th Floor<br />

Washington, DC 20036<br />

563.599.1193<br />

www.studentchoice.org<br />

Contact: Jim Holt, VP of Sales Operations<br />

jholt@studentchoice.org<br />

Credit Union Student Choice is the leading<br />

provider of higher education fi nancing<br />

solutions to America’s credit unions.<br />

Managing the challenges and risks commonly<br />

associated with student lending,<br />

the Student Choice network enables<br />

credit unions to deliver maximum value<br />

to students and families while delivering<br />

long-term member relationships to the<br />

cooperative.<br />

Credit Union Times<br />

Booth 2<br />

33-41 Newark Street, 2nd Floor<br />

Hoboken, NJ 07030<br />

www.cutimes.com<br />

Contact: Sarah Snell Cooke, Publisher/<br />

Editor in Chief<br />

scooke@cutimes.com<br />

Credit Union Times is the nation’s leading<br />

independent source for breaking news and<br />

analysis for credit union leaders. For more<br />

than 20 years, Credit Union Times has set<br />

the standard for editorial excellence and<br />

ethical, straight-forward reporting.<br />

C-Sun Studios<br />

Booth 201<br />

PO Box 51476<br />

Ontario, CA 91761<br />

800.472.1702, ext. 6020<br />

Contact: Joe Keller, VP of Digital Media<br />

jkeller@ccul.org<br />

The <strong>California</strong> and Nevada Credit Union<br />

Leagues introduce C-Sun Studios to<br />

deliver a range of high-quality, low-cost<br />

media services.<br />

This new, state-of-the-art studio offers<br />

your credit union:<br />

• Online videos<br />

• Webcasts (full-motion, live, and<br />

recorded, from our<br />

Ontario, CA offi ce studio or mobile<br />

studio)<br />

• Podcasts (audio and/or video)<br />

• Educational programming<br />

• Onsite event production assistance<br />

• Videotaping services for events,<br />

conferences, and<br />

seminars<br />

• Training<br />

• Animation<br />

23<br />

Exhibit Directory<br />

Cummins Allison<br />

Booth 59<br />

852 Feehanville Drive<br />

Mount Prospect, IL 60056<br />

847.299.9559<br />

www.cumminsallison.com<br />

Contact: Bob Pettoruto, Western Regional<br />

Manager<br />

pettorutob@cumminsallison.com<br />

Cummins Allison is the world leader in<br />

currency, coin, and check processing.<br />

Based in Mt. Prospect, Illinois, we are in<br />

our 125th year and are a Made in USA<br />

Manufacturer of the latest line of currency<br />

scanning, check scanning, and<br />

coin counting devices for both your teller<br />

line, vault, back offi ce, drive up, or lobby<br />

areas. Our sales and service operations<br />

have the <strong>California</strong> and Nevada communities<br />

covered by factory trained sales and<br />

service reps with local parts and equipment<br />

inventory.<br />

CU Business Solutions<br />

Booth 8<br />

2855 East Guasti Road, Suite 600<br />

Ontario, CA 91761<br />

800.472.1702, ext. 6023<br />

www.ccul.org<br />

Contact: Tonja Wheatley, Director of Business<br />

Services<br />

tonjaw@ccul.org<br />

CU Business Solutions, part of the <strong>California</strong><br />

and Nevada Credit Union Leagues,<br />

works to increase credit unions’ competiveness<br />

through a comprehensive range<br />

of the fi nest business solutions at the<br />

best value.


CU Direct Corporation<br />

Booth 54<br />

2855 E. Guasti Rd., Suite 500<br />

Ontario, CA 91761<br />

877.744.2835<br />

www.cudirect.com<br />

Contact: David Henry, Regional Vice<br />

President<br />

david.henry@cudirect.com<br />

CU Direct is the leader in indirect and<br />

point-of-sale lending services for the<br />

credit union industry. As a credit union.<br />

owned service organization, CU Direct<br />

develops custom applications, training<br />

and marketing programs to help credit<br />

unions achieve their auto lending goals.<br />

The CU Direct Network connects over<br />

10,000 automobile dealerships with over<br />

1,000 credit unions nationwide. For more<br />

information, visit www.cudirect.com.<br />

CU Members Mortgage<br />

Booth 58<br />

13601 Preston Road, Suite 800W<br />

Dallas, TX 75240<br />

800.607.6474<br />

www.cumembers.com<br />

Contact: Michael Hawks, Regional Sales<br />

Manager<br />

michaelha@homeloancu.com<br />

CU Members Mortgage is the premier<br />

provider of complete mortgage solutions<br />

for members of more than 1,000 credit<br />

unions nationwide. Advanced technology,<br />

customized partnership levels, training<br />

and marketing support help you build<br />

a strong and secure mortgage department.<br />

Call today to fi nd how we can work<br />

together to provide for all your members’<br />

needs.<br />

CU*Northwest<br />

Booth 102<br />

1421 N. Meadowwood Lane, Suite 130<br />

Liberty Lake, WA 99019<br />

866.922.7646<br />

www.cu.northwest.com<br />

Contact: Greg Smith, President/CEO<br />

gsmith@cu.northwest.com<br />

CU*NorthWest is a 100% credit unionowned<br />

information technology CUSO<br />

offering a variety of services for credit<br />

unions centered on the CU*BASE core<br />

data processing system. CU*BASE is a<br />

complete product suite including online<br />

& mobile banking, audio response, and<br />

eStatements, Additional services include<br />

web development, network design, compliance,<br />

and eDocument solutions.<br />

CU Partners<br />

Booth 67<br />

4 Hutton Centre Drive, Suite 150<br />

Santa Ana, CA 92707<br />

714.415.3556<br />

www.cupartners.com<br />

Contact: Laura Lee Brown, Vice President<br />

lbrown@cupartners.com<br />

CU Partners is recognized as the outsourcing<br />

partner of choice by the credit<br />

union industry. Our genuine contributions<br />

to our partners' goals transform ideas<br />

into substantial and profi table business<br />

solutions. The tools we provide our credit<br />

union clients enable them to compete for<br />

a greater share of their members’ mortgage<br />

business.<br />

24<br />

Exhibit Directory<br />

CU Realty Services, LLC<br />

Booth 47<br />

27710 Skyline Ct., Suite 334<br />

Castaic, CA 91384<br />

800.203.9014<br />

www.curealty.com<br />

Contact: Tina Powers, COO<br />

tina@curealty.com<br />

CU Realty Services empowers credit<br />

unions to increase purchase mortgages<br />

by helping their members buy or sell<br />

homes. With our turnkey program, CU<br />

members access web-based tools to<br />

fi nd homes, connect to Realtors®, and<br />

earn an average of $1,500 in cash<br />

rewards at closing. Call Tina Powers at<br />

800.203.9014 or visit www.curealty.com.<br />

CU Recovery LSC & The Loan Service<br />

Center<br />

Booth 5<br />

26263 Forest Blvd.<br />

Wyoming, MN 55092<br />

www.curecovery.com<br />

Contact: Carol Trujillo, Regional Territory<br />

Manager<br />

ctrujillo@curecovery.com<br />

CU Recovery is a full service collection<br />

agency, working exclusively for credit<br />

unions, dedicated to maximizing recoveries<br />

on charged off loans. The Loan<br />

Service Center provides staffi ng solutions<br />

for credit union collection departments to<br />

minimize losses on their delinquent active<br />

loan portfolio.


CUAutoCoupon<br />

Booth 18<br />

200 Motor Parkway, Suite B.10<br />

Hauppauge, NY 11788<br />

631.299.2414<br />

www.cuautocoupon.com<br />

Contact: Robert O’Hara, President<br />

rohara@cuautocoupon.com<br />

Drive auto loan growth by saving your<br />

members $300 off their next car purchase.<br />

Using our highly effective and<br />

innovative reverse marketing approach<br />

using coupons, CUAutoCoupon connects<br />

credit unions with their auto buying members<br />

in real-time. Close more new, used<br />

and refi nance auto loans while helping<br />

members save. Everyone benefi ts!<br />

CUBED<br />

Networking Exhibitor<br />

33 S. Catalina Avenue, Suite 201<br />

Pasadena, CA 91106<br />

626.486.0161<br />

www.mahanactuaries.com<br />

Contact: Kevin Mahan, President/Actuary<br />

kmahan@mahanactuaries.com<br />

CUVitality/Collaborative Offi ce<br />

Solutions<br />

Booth 12<br />

2855 E. Guasti Road, Suite 600<br />

Ontario, CA 91761<br />

800.472.1702 ext. 6038<br />

Contact: Lynn Athens, VP Human Resources<br />

& Collaborative Offi ce Solutions<br />

lynna@ccul.org<br />

CUVitality: The CUVitality program offers<br />

a full portfolio of employee benefi ts;<br />

benefi t and HR support services, and risk<br />

management services, with the objective<br />

of helping improve the vitality of your<br />

organization—from both a fi nancial and<br />

productivity perspective.<br />

Collaborative Offi ce Solutions (COS): COS,<br />

a Professional Employer Organization<br />

(PEO) is a <strong>California</strong> LLC wholly owned by<br />

the <strong>California</strong> Credit Union League. COS<br />

provides employee benefi ts and payroll<br />

services through a co-employment<br />

arrangement. This arrangement allows<br />

small credit unions to receive the benefi t<br />

rate advantage of a group of more than<br />

51 employees while outsourcing some HR<br />

functions such as payroll.<br />

25<br />

Exhibit Directory<br />

CUNA Mutual Group<br />

Booth 7<br />

5910 Mineral Point Road<br />

Madison, WI 53705<br />

800.356.2644<br />

www.cunamutual.com<br />

CUNA Mutual Group insurance, retirement<br />

and investment products provide<br />

fi nancial security and protection to credit<br />

unions and their members worldwide.<br />

With more than 75 years of true market<br />

commitment, CUNA Mutual Group’s vision<br />

is unwavering: To be a trusted business<br />

partner who delivers service excellence<br />

through customer-focused products and<br />

market-driven insight.<br />

CUNA Strategic Services<br />

Booth 25<br />

5710 Mineral Point Road<br />

Madison, WI 53705.4454<br />

800. 356.9655<br />

www.cunastrategicservices.com<br />

Contact: Jessica Hrubes, Director, Alliance<br />

Management<br />

jhrubes@cuna.com<br />

CUNA Strategic Services and our carefully<br />

chosen providers save your credit union<br />

money and time by providing the products,<br />

services and technologies you need<br />

to compete effectively in the modern<br />

fi nancial marketplace.


Daly Initiatives<br />

Booth 26<br />

1426 State Rte. 125<br />

Hamersville, OH 45130<br />

Contact: Michael Daly, CEO<br />

mdaly@dalyinitiatives.com<br />

Daly Initiatives specializes in identifying<br />

investment opportunities for credit<br />

unions in life insurance industry products.<br />

Placing hundreds of millions of dollars<br />

in premium deposits from credit unions,<br />

and this money resides in fi xed insurance<br />

products with highly rated life insurance<br />

companies. We are diligent in staying<br />

informed and current on credit union<br />

regulations.<br />

DealerTrack<br />

Booth 113<br />

1111 Marcus Ave., Suite M04<br />

Lake Success, NY 11042<br />

www.dealertrack.com<br />

Contact: Taylor McClenahan<br />

Senior Lender Sales Manager<br />

taylor.mcclenahan@dealertrack.com<br />

DealerTrack’s intuitive web-based software<br />

solutions and services enhance effi ciency<br />

and profi tability for automotive retailers and<br />

lenders. DealerTrack operates the largest<br />

online credit application network in the<br />

United States, connecting over 18,000 dealers<br />

with more than 1,200 lenders, including<br />

captive lenders, fi nance companies,<br />

national, regional and community banks,<br />

and credit unions.<br />

Diebold, Inc.<br />

Booth 41<br />

3792 Boettler Oaks Drive, Suite A<br />

Uniontown, OH 44685<br />

330.899.5648<br />

www.diebold.com<br />

Contact: Anna Rodriguez<br />

anna.rodriguez@diebold.com<br />

Bold innovation is Diebold’s objective<br />

and bold actions have positioned us as<br />

a global leader for more than 150 years.<br />

Our full range of customized, integrated<br />

security and self-service solutions enable<br />

Diebold to reach consumers’ expectations<br />

and keep businesses focused on ROI. Tell<br />

us your bold story at www.diebold.com/<br />

bold.<br />

Ding Communications<br />

Networking Exhibitor<br />

527 Lander, Suite 101B<br />

Reno, NV 89509<br />

775.786.3464<br />

www.dingthinking.com<br />

Greg Fine, Principal<br />

greg@dingthinking.com<br />

Ding Communications is an advertising<br />

agency for credit unions. Our portfolio<br />

of work reveals advertising that works<br />

because we build loan volume. We understand<br />

how to capitalize upon opportunities.<br />

Ding’s work is wonderfully infectious<br />

advertising that drives sales and builds<br />

brand awareness. To learn more, visit<br />

DingThinking.com.<br />

26<br />

Exhibit Directory<br />

Enterprise Car Sales<br />

Booth 119<br />

4517 W. Flamingo Rd<br />

Las Vegas, NV 89103<br />

800.227.7253<br />

www.enterprisecarsales.com<br />

Contact: Amanda Meddock, Business<br />

Development Manager<br />

amanda.m.meddock@enterprisecarsales.<br />

com<br />

Ensenta Corporation<br />

Booth 81<br />

303 Twin Dolphin Drive, Suite 550<br />

Redwood Shores, CA 94065<br />

650.489.4417<br />

www.ensenta.com<br />

Contact: Jim Ballagh, VP Business Development<br />

jim@ensenta.com<br />

Ensenta’s web-based EZAdmin “backoffi<br />

ce” gives Banks and Credit Unions<br />

one process to remotely capture, review,<br />

adjust, and transport check images<br />

across multiple deposit channels including:<br />

branches; ATMs; consumer and<br />

merchant scanners; and mobile devices<br />

with cameras. EZAdmin features stateof-the-art<br />

Agile Risk Management tools<br />

featuring personalized risk policies and<br />

limits. Learn more at www.ensenta.com.


EPL, Inc.<br />

Table Top 3<br />

22 Inverness Center Parkway, Suite 400<br />

Birmingham, AL 35242<br />

800.243.4375<br />

www.epl.net<br />

Contact: Wayne Benson, President/CEO<br />

wayne.benson@epl.net<br />

EPL, Inc.—We are credit union-owned,<br />

excel in service and collaboration, and<br />

offer a full suite of exceptional technology<br />

solutions. See how we can help you assist<br />

your members and employees through<br />

the chaos of the emerging healthcare<br />

changes with our CU Exchange Solution.<br />

Experience the EPL difference!<br />

Executive Benefi ts Solutions<br />

Booth 42<br />

1603 Carmody Court, Suite 300<br />

Sewickley, PA 15143<br />

877.720.6883<br />

www.ebstoday.com<br />

Contact: Christian Zernich<br />

christian@ebstoday.com<br />

Since 1993 EBS has worked exclusively<br />

with credit unions throughout the country<br />

delivering appropriate fi nancial strategies<br />

for each credit union’s unique fi nancial<br />

situation in the areas of Executive Benefi<br />

ts and Employee Benefi ts Pre-Funding<br />

Planning. Now, credit unions have been<br />

provided the means to retain and reward<br />

valuable employees, maintain competitive<br />

benefi t plans, and confront rising employee<br />

benefi t costs.<br />

Executive Compensation Solutions<br />

Booth 78<br />

800 S. Barranca Avenue, Suite 120<br />

Covina, CA 91723<br />

626.914.2333<br />

www.ecs-m.com<br />

Executive Compensation Solutions is a<br />

compensation and benefi ts consulting/<br />

advisory fi rm exclusively committed the<br />

Credit Union Movement. Through innovative<br />

thinking we design and deliver<br />

state-of-the-art benefi t and funding ideas<br />

to help credit unions recruit, retain, and<br />

reward their key value creators.<br />

Experian<br />

Table Top 1<br />

475 Anton Blvd.<br />

Costa Mesa, CA 92626<br />

714.830.7159<br />

www.experian.com<br />

Contact: John Ogaz, Senior Account<br />

Executive<br />

john.ogaz@experian.com<br />

Experian, the leading global information<br />

services company, provides data<br />

and analytical tools to clients in over 80<br />

countries. Experian helps businesses to<br />

manage credit risk, prevent fraud, target<br />

marketing offers and automate decision<br />

making. Experian helps individuals to<br />

check their credit report and credit score<br />

and protect against identity theft.<br />

27<br />

Exhibit Directory<br />

Federal Home Loan Bank of<br />

San Francisco<br />

Networking Exhibitor<br />

600 <strong>California</strong> Street, #300<br />

San Francisco, CA 94108<br />

415.616.2748<br />

www.fhlbsf.com<br />

Contact: Tom Wilson, VP & Relationship<br />

Manager<br />

wilsont@fhlbsf.com<br />

The Federal Home Loan Bank of San<br />

Francisco delivers customized, low-cost<br />

credit products that help member fi nancial<br />

institutions headquartered in Arizona,<br />

<strong>California</strong>, and Nevada reduce interest<br />

rate risk, keep funding costs low, manage<br />

liquidity, enhance contingency funding<br />

plans, and meet community credit needs.<br />

Products include fi xed and adjustable rate<br />

advances with terms from overnight to 30<br />

years, standby letters of credit, and grants<br />

and reduced-rate loans for affordable<br />

housing and economic development.<br />

First American Mortgage Services<br />

Networking Exhibitor<br />

3 First American Way<br />

Santa Ana, CA 92707<br />

714.474.3283<br />

www.fi rstam.com<br />

Contact: Colleen Chittick, VP, Sales Default<br />

Services<br />

cchittick@fi rstam.com<br />

First American Mortgage Services is a<br />

leading provider of origination and default<br />

servicing solutions for mortgage originators<br />

and servicers including short sales, deedsin-lieu,<br />

foreclosure title, REO title and asset<br />

management. Our specialized foreclosure<br />

trustee services provide expert management<br />

and execution of non-judicial foreclosures<br />

in Arizona, <strong>California</strong>, and Nevada.


First Empire Securities<br />

Booth 90<br />

100 Motor Parkway<br />

Hauppague, NY 11788<br />

631.979.0097<br />

www.1empire.com<br />

Contact: Patrick O’Hara, SVP Fixed Income<br />

Strategies<br />

pohara@1empire.com<br />

First Empire Securities (FES), a full-service<br />

broker-dealer, specializes in formulating<br />

customized fi xed-income solutions<br />

that meet the fi nancial needs of credit<br />

unions nationwide. Utilizing a team-based<br />

approach to managing portfolios, clients<br />

partnering with FES receive comprehensive<br />

analytics, regulatory guidance,<br />

strategic planning, market and product<br />

education, among other services, to<br />

ensure future growth and success.<br />

First Investors Corporation<br />

Booth 45<br />

133 N. Altadena Drive, Suite 420<br />

Pasadena, CA 91107<br />

626.237.0829<br />

www.fi rstinvestors.com<br />

Contact: Kristin Johnson, Manager<br />

kristin.johnson@fi rstinvestors.com<br />

First Investors has been serving the<br />

needs of clients since 1930. We help our<br />

clients achieve long term goals such as<br />

funding their children’s college educations<br />

and preparing for a comfortable<br />

retirement. We are committed to providing<br />

a high level of personal service, along<br />

with quality investment and insurance<br />

products and services.<br />

Fiserv<br />

Booth 14<br />

255 Fiserv Drive<br />

Brookfi eld, WI 53045<br />

800.872.7882<br />

www.fi serv.com<br />

Contact: Joan Skimmons<br />

general_info@fi serv.com<br />

Fiserv is a leading global provider of<br />

information management and electronic<br />

commerce systems for the fi nancial<br />

services industry, providing integrated<br />

technology and services that create value<br />

and results for our clients. Fiserv drives<br />

innovations that transform experiences<br />

for more than 16,000 clients worldwide.<br />

Visit us at Booth 14 or at www.fi serv.com.<br />

FLEX<br />

Table Top 4<br />

8520 South Sandy Parkway<br />

Sandy, UT 84070<br />

801.365.5000<br />

www.cmcfl ex.com<br />

Contact: Preston Packer, Regional Marketing<br />

Manager<br />

preston.packer@cmcfl ex.com<br />

FLEX, known for its uniquely designed<br />

embedded virtual server technology<br />

engineered in JAVA, has proved to reduce<br />

system complexity and IT resources to<br />

less than half of today's industry standards.<br />

This advantage offers a unifi ed<br />

solution to all sized credit unions and is<br />

applicable to both online and in-house<br />

technologies.<br />

28<br />

Exhibit Directory<br />

FTSI<br />

Booth 24<br />

406 E. Huntington Drive, Suite 100<br />

Monrovia, CA 91016<br />

818.241.9571<br />

www.ftsius.com<br />

Contact: Lisa Huertas, Director of Sales &<br />

Marketing<br />

818.241.9574, ext. 121<br />

lhuertas@ftsius.com<br />

FTSI is the largest independent provider<br />

of ATM services and Future Branch Solutions<br />

for credit unions in the Western<br />

Region. FTSI offers a comprehensive<br />

collection of cutting-edge ATM management<br />

solutions and technology. We help<br />

fi nancial institutions increase ROI and<br />

drive effi ciencies on their ATM and selfservice<br />

channel.<br />

Garnet Capital Advisors<br />

Booth 99<br />

500 Mamaroneck Avenue<br />

Harrison, NY 10528<br />

914.909.1000<br />

www.garnetcapital.com<br />

Contact: Sean Cohane, Vice President<br />

scohane@garnetcapital.com<br />

Garnet Capital Advisors is a fi nancial-services<br />

company specializing in managing<br />

loan portfolio sales and providing valuation<br />

services to banks and other credit<br />

grantors. Garnet was founded by Lou Di-<br />

Palma, Sean McVity, and Robin Ishmael—<br />

industry leaders who began their loan<br />

sale careers together in the early 1990s.<br />

The fi rm has grown over the years by applying<br />

their expertise and client-centered<br />

focus to help clients achieve their goals.


Glory (USA) Inc.<br />

Booth 100<br />

10 York Avenue<br />

West Caldwell, NJ 07006<br />

800.999.4510<br />

www.gloryusa.com<br />

Contact: Jill Pesca, Sales & Marketing<br />

Admin Manager<br />

jpesca@gloryusa.com<br />

GoNet USA LLC<br />

Booth 77<br />

7825 E. Gelding Drive, Suite 101<br />

Scottsdale, AZ 85260<br />

623.241.5301<br />

www.gonetusa.com<br />

Contact: Tom Roberts, CEO<br />

tom.roberts@gonetusa.com<br />

GoNet’s SolonisFI is a performance<br />

management MRM solution that delivers<br />

Management’s sales, service and marketing<br />

strategies in an automatic “Pop Up”<br />

window to the member facing staff. Solonis<br />

was designed to perfectly meld with<br />

the daily work patterns of Sales, Marketing,<br />

Operations, Managers and Executives.<br />

SolonisFI seamlessly integrates with<br />

popular core processors and other critical<br />

data sources.<br />

Goodman Dean, Inc.<br />

Table Top 2<br />

10833 Valley View Street, Suite 500<br />

Cypress, CA 90630<br />

714.229.8999<br />

www.goodmandean.com<br />

Contact: Mark Hungate, SVP National<br />

Accounts<br />

mhungate@goodmandean.com<br />

Goodman Dean is a nationwide REO Asset<br />

Management and Appraisal Management<br />

Company offering traditional SFR, condo,<br />

default/REO, multi-family, mixed-use and<br />

retro appraisals and appraisal reviews,<br />

as well as Evaluations and BPOs. Aligned<br />

with an extensive network of licensed<br />

professionals, Goodman Dean is driven<br />

by quality, timeliness, and customized<br />

service.<br />

GreenPath Debt Solutions<br />

Booth 36<br />

36500 Corporate Drive<br />

Farmington Hills, MI 48331<br />

800.550.1961<br />

www.greenpath.com<br />

Contact: Doug Brady, Market Development<br />

Representative<br />

dbrady@greenpath.com<br />

GreenPath is a CUNA strategic partner.<br />

We offer credit unions the best in fi nancial<br />

counseling and education solutions,<br />

helping members achieve their fi nancial<br />

goals. GreenPath’s programs are designed<br />

to help credit union members<br />

overcome challenges with debt and credit<br />

while establishing a solid foundation of<br />

fi nancial education.<br />

29<br />

Exhibit Directory<br />

Harland Clarke<br />

Booth 38<br />

15344 San Ardo Drive<br />

La Mirada, CA 90638<br />

714.562.9185<br />

www.harlandclarke.com<br />

Contact: Karen Alvarez, Senior Account<br />

Executive<br />

karen.alvarez@harlandclarke.com<br />

Harland Clarke has developed a full<br />

portfolio of marketing and business<br />

intelligence solutions that can help the<br />

success of credit unions. Growing core<br />

deposits and loans, improving effi ciency,<br />

raising levels of member satisfaction and<br />

improving the visibility of the credit union<br />

within the community are just a few of<br />

the solutions that are available at Harland<br />

Clarke.<br />

Harland Financial Solutions<br />

Booth 110<br />

605 Crescent Executive Court, Suite 600<br />

Lake Mary, FL 32746<br />

407.804.6653<br />

www.harlandfi nancialsolutions.com<br />

Contact: Stacey Leone, Director of PR and<br />

Media Events<br />

stacey.leone@harlandfi nancialsolutions.<br />

com<br />

Harland Financial Solutions supplies software<br />

and services to thousands of fi nancial<br />

institutions of all sizes. The company<br />

is a leader in core systems, business<br />

intelligence, branch automation, payments,<br />

enterprise content management,<br />

lending and compliance, loan servicing,<br />

risk management, fi nancial accounting,<br />

mortgage and self-service solutions.


ICUL Service Corp<br />

Booth 40<br />

1807 W. Diehl Road/PO Box 3107<br />

Naperville, IL 60566<br />

800.942.7124<br />

www.ilcusys.org<br />

Contact: David B. Fitzgerald Sr., National<br />

Accounts Manager<br />

david.fi tzgerald@ilcusys.org<br />

The ICUL Service Corp. is a CUSO functioning<br />

as a Co.Operative with proven<br />

results for payment strategies providing<br />

credit unions of any size: ATM, Credit &<br />

Debit Cards (VISA, MasterCard, Discover),<br />

CU Money reloadable stored value debit<br />

cards (Everyday Spend (GP), Travel, Family<br />

Teen, Payroll, Gift), and web design/<br />

hosting in 45 states.<br />

Insuritas<br />

Booth 108<br />

1 Hartfi eld Blvd., Suite 301<br />

East Windsor, CT 06088<br />

860.653.1134<br />

www.insuritas.com<br />

Contact: Gary Czelusniak, Marketing<br />

Director<br />

gczelusniak@insuritas.com<br />

Insuritas enables a CU to own a fullservice<br />

insurance agency where the<br />

credit union owns the agency and all of<br />

the policies without the traditional costs<br />

and operational risks of building or buying<br />

an agency. Leading insurance carriers<br />

provide the products and assume the<br />

underwriting risk and responsibility for<br />

the policy benefi ts. Insuritas professionals<br />

facilitate the entire sales process. This<br />

partnership allows the CU to maximize<br />

operating fl exibility and expedite its<br />

speed-to-market.<br />

Integrated Builders Group, Inc.<br />

Booth 15<br />

1264 Hawks Flight Court, Suite 290<br />

El Dorado Hills, CA 95762<br />

916.933.8401<br />

www.integratedbg.com<br />

Contact: Andrew Learned, COO<br />

alearned@integratedbg.com<br />

Integrated Builders Group, Inc. brings<br />

effi ciency, speed and transparency to<br />

design-build construction. Enhanced by<br />

its highly integrated process, IBG ensures<br />

building investments are delivered on<br />

time and budget, without surprises. With<br />

senior-level expertise and a passionate<br />

commitment to each client’s total<br />

satisfaction, IBG adds substantial value to<br />

growing businesses.<br />

InterWest Insurance Services, Inc.<br />

Networking Exhibitor<br />

3636 American River Drive, 2nd Floor<br />

Sacramento, CA 95864<br />

916.679.2964<br />

www.iwins.com<br />

Contact: Michael Farris, Broker<br />

mfarris@iwins.com<br />

Intuit Financial Services<br />

Table Top 4C<br />

21215 Burbank Blvd.,<br />

Woodland Hills, CA 91367<br />

805.914.8795<br />

www.intuit.com<br />

Engage more customers in more ways<br />

with online and mobile banking powered<br />

by Intuit. We draw on the experiences of<br />

nearly 60 million users to shape our business<br />

and personal fi nancial management<br />

solutions. And more than 1,200 banks<br />

and credit unions rely on these simple<br />

solutions to drive growth.<br />

30<br />

Exhibit Directory<br />

Invest in America/Sprint<br />

Booth 51<br />

PO Box 8054<br />

Plymouth, MI 48170<br />

800.262.6285<br />

www.cusolutionsgroup.com<br />

Contact: Bob Bearden, National Business<br />

Consultant<br />

bob.bearden@cusolutionsgroup.com<br />

Invest in America is an exclusive credit<br />

union member rewards program that saves<br />

your members money and helps your credit<br />

union:<br />

• Grow and retain members<br />

• Generate more loans with GM<br />

Preferred pricing<br />

• Grow credit/debit card volume with<br />

ShopAmerica<br />

• Generate non-interest income with<br />

Sprint’s wireless services<br />

JHA Payment Processing Solutions<br />

Booth 32<br />

663 West Highway 60<br />

Monett, MO 65708<br />

417.235.6652<br />

www.jackhenry.com<br />

Contact: Brad Campbell, Sales Executive<br />

bjcampbell@jackhenry.com<br />

JHA Payment Processing Solutions has<br />

over 20 years of experience providing<br />

credit/debit processing services to credit<br />

unions of all sizes. In addition to card processing,<br />

we offer complete ATM services,<br />

a fi rst-class loyalty rewards program, personalized<br />

photo cards, and 24-hour fraud<br />

protection. We are known for unmatched<br />

personalized service.


John M. Floyd & Associates<br />

Booth 52<br />

125 N. Burnet Drive<br />

Baytown, TX 77520<br />

800.809.2307<br />

www.jmfa.com<br />

Contact: John Neely, Regional Director<br />

john.neely@jmfa.com<br />

Keep Your Home <strong>California</strong><br />

Booth 115<br />

500 Capitol Mall, Suite 1400<br />

Sacramento, CA 95814<br />

916.326.8057<br />

www.keepyourhomecalifornia.org<br />

Contact: Sandra Gallagher, Servicer Relations<br />

Manager<br />

sgallagher@calhfa.ca.gov<br />

Keep Your Home <strong>California</strong> (KYHC) is the<br />

State of <strong>California</strong>'s foreclosure prevention<br />

program, established under the<br />

US Treasury's Hardest Hit Fund. KYHC<br />

provides up to $100,000 in mortgage<br />

payment assistance to qualifying homeowners<br />

facing fi nancial hardships. The<br />

homeowner’s mortgage servicer must<br />

be participating. There is no charge to<br />

homeowner or servicer.<br />

Legacy Member Services<br />

Table Top 10<br />

920 19th Street North<br />

Birmingham, AL 35203<br />

866.870.6050<br />

www.legacymemberservices.com<br />

Contact: Mary Oldham, Sales & Marketing<br />

Coordinator<br />

moldham@mschecks.com<br />

Legacy Member Services is a full-service<br />

resource for checks and check-related<br />

products serving credit unions nationwide.<br />

Our mission is focused on offering<br />

a complete line of personal and business<br />

items designed to meet the needs of your<br />

members.<br />

Mason McDuffi e Mortgage Company<br />

Table Top 5<br />

2010 Crow Canyon Place, Suite 400<br />

San Ramon, CA 94583<br />

925.899.4720<br />

www.mmcdcorp.com<br />

Contact: Chad O’Brien, VP, Business<br />

Development<br />

cobrien@mmcdcorp.com<br />

The Credit Union Division of Mason<br />

McDuffi e Mortgage is your partner in<br />

offering mortgage services to your<br />

members. From your personal account<br />

executive to our credit union specifi c<br />

processors and underwriters, our inhouse<br />

team is solely focused on working<br />

with our credit union partners. We know<br />

mortgage lending and we understand<br />

credit unions. We think you will appreciate<br />

the combination.<br />

31<br />

Exhibit Directory<br />

McGladrey LLP<br />

Booth 74<br />

4801 Main Street, Suite 400<br />

Kansas City, MO 64112<br />

815.751.1857<br />

www.mcgladrey.com<br />

McGladrey LLP is the fi fth largest U.S.<br />

provider of assurance, tax and consulting<br />

services, with nearly 6,500 professionals<br />

and associates in more than 70 offi ces<br />

nationwide. McGladrey is a licensed CPA<br />

fi rm.<br />

Member Access Pacifi c<br />

Booth 75<br />

16000 Christensen Road, Suite 240<br />

Tukwila, WA 98188<br />

866.598.0698<br />

www.mapacifi c.com<br />

Contact: Bryan Elder, National Sales<br />

Executive<br />

bryan.elder@mapacifi c.com<br />

Member Access Pacifi c offers industryleading,<br />

full-service Debit, Credit, Prepaid,<br />

ATM and Mobile solutions. As the nation’s<br />

only aggregator of the Visa Debit Processing<br />

Service platform for credit unions,<br />

MAP is able to leverage our one-of-akind<br />

partnership with Visa to provide our<br />

clients the reliability, security, and service<br />

that no other provider can offer.


Members Business Services<br />

Networking Exhibitor<br />

PO Box 8608<br />

Redlands, CA 92375<br />

909.723.1200<br />

www.membersbusiness.com<br />

Contact: Denise Garcia-Mattice, SVP,<br />

Chief Administrative Offi cer<br />

dmattice@membersbusiness.com<br />

Members Business Services provides<br />

you a dedicated, knowledgeable and<br />

experienced backroom of commercial<br />

lending and deposit service team of<br />

experts. With the support of Members<br />

Business Services, your Credit Union can<br />

tap into the business banking market in<br />

your communities with a comprehensive,<br />

full-service business lending and deposit<br />

services program.<br />

Mitchell, Stankovic and Associates<br />

Networking Exhibitor<br />

P.O. Box 60949<br />

Boulder City, NV 89006<br />

702.497.7919<br />

Contact: Susan Mitchell, President<br />

msasmitchell@aol.com<br />

MnIPC (Mn Item Processing Corp.)<br />

Booth 114<br />

555 Wabasha Street N, Suite 100<br />

St. Paul, MN 55102<br />

651.288.5551<br />

www.mnipc.com<br />

Contact: Michelle Carlson, Vice President<br />

mcarlson@mnipc.com<br />

MnIPC leads the way in providing fully integrated,<br />

state-of-the-art item processing<br />

solutions, including: Check 21 services<br />

and mobile deposits. With aggregation of<br />

volume and fl exible settlement arrangements,<br />

MnIPC offers some of the best<br />

rates in the county that are backed by<br />

more than 30 years of experience and<br />

quality service.<br />

Moss Adams, LLP<br />

Booth 79<br />

10960 Wilshire Blvd., Suite 1100<br />

Los Angeles, CA 90024<br />

310.481.1205<br />

www.mossadams.com<br />

Contact: Wendy O’Conner, Group Marketing<br />

Manager<br />

wendy.oconner@mossadams.com<br />

Moss Adams is one of the 15 largest<br />

accounting and consulting fi rms in the<br />

United States. Founded in 1913, the fi rm<br />

has a staff of over 1,800 professionals,<br />

including approximately 230 partners. We<br />

offer audit, tax, and consulting services<br />

to more than 300 credit unions and other<br />

fi nancial institutions.<br />

32<br />

Exhibit Directory<br />

MVi (Millennial Vision, Inc.)<br />

Booth 55<br />

4578 Highland Drive, Suite A-150<br />

Salt Lake City, UT 84117<br />

www.mviusa.com<br />

Contact: Calvin Hall, Executive Vice President<br />

calvinh@mviusa.com<br />

MVi provides Electronic Content Management<br />

and Imaging Systems that streamline<br />

operations and improve member<br />

service using Workfl ow and automated<br />

processes. Features include: e-signatures<br />

for documents, Check 21 and mobile<br />

banking, Reports to PDF and Web Access<br />

to member documents including secure<br />

e.vault options. MVi also specializes in<br />

Virtual Machine environments.<br />

National Asset Management Group<br />

Booth 22<br />

2411 West La Palma Avenue, Suite 300,<br />

Bldg. 1<br />

Anaheim, CA 92801<br />

800.585.1919<br />

www.namg.com<br />

Contact: Jim Aurelio, Vice President<br />

jima@octitle.com<br />

National Asset Management Group provides<br />

services on a nationwide basis to<br />

support the loan servicer, originator and<br />

secondary marketing organization. NAMG<br />

is headquartered in Anaheim, <strong>California</strong>,<br />

and is a division of the Orange Coast Title<br />

Lender Services Division. NAMG provides<br />

many of its services through its network<br />

of certifi ed affi liates and strategic partners,<br />

nationwide. Affi liates are certifi ed<br />

based on expertise, performance, and<br />

technological capabilities.


New York Life<br />

Booth 56<br />

51 Madison Avenue<br />

New York, NY 10010<br />

www.cypress-strategies.com<br />

Contact: Denise Okey<br />

608.240.9500<br />

Our team collaborates with Credit Union<br />

Executives and Board Members on the<br />

education, design and servicing of Executive<br />

Benefi ts <strong>Program</strong>s.<br />

NewGround<br />

Networking Exhibitor<br />

15450 South Outer Forty Drive, Suite 300<br />

Chesterfi eld, MO 63017<br />

314.303.2711<br />

www.newground.com<br />

Contact: Tom White, Vice President, Business<br />

Development-West<br />

NewGround is an international brand,<br />

design, and build fi rm. A leading provider<br />

of growth solutions, we help credit<br />

unions by focusing on the delivery of<br />

member and employee experiences, in<br />

the physical spaces and virtual platforms.<br />

NewGround does this through our core<br />

operating areas: Design and Build, Retail<br />

and Branding Services, and Digital Signage<br />

and Content.<br />

Offi ceMax<br />

Booth 20<br />

263 Schuman Blvd.<br />

Naperville, IL 60563<br />

www.offi cemax.com<br />

Contact: Danny Weddle, National Account<br />

Manager<br />

dannyweddle@offi cemax.com<br />

405.568.7809<br />

Offi ceMax gives exclusive savings —<br />

including members-only pricing and<br />

discounts of up to 88% off the manufacturer’s<br />

list price via the Offi ceMax<br />

business website. ImPress Print and<br />

Document Service offers discount pricing<br />

at Offi ceMax retail stores via the Retail<br />

Connect card along with the online Instant<br />

Purchase Account, next-day delivery (with<br />

no delivery charge), and no sign-up fees.<br />

OM Financial Group<br />

Booth 86<br />

95 Sockanosset Cross Road, Suite 201<br />

Cranston, RI 02920<br />

608.445.0984<br />

www.omfi ngroup.com<br />

Contact: David Ross<br />

dbross@fi nancialguide.com<br />

OM Financial Group provides two employee<br />

benefi t related programs. A full<br />

suite of executive benefi t programs called<br />

OM Executive Benefi ts, which are tailored<br />

to meet the needs of the individual credit<br />

union and the executive, and OM Earnings<br />

Enrichment which allows credit unions<br />

to pre-fund their employee benefi ts to<br />

reduce their cost.<br />

33<br />

Exhibit Directory<br />

OnePoint—Human Capital<br />

Management<br />

Booth 121<br />

PO Box 432<br />

Kingsburg, CA 93631<br />

866.938.5835<br />

www.onepointhcm.com<br />

Contact: Eric Garrard, Vice President Business<br />

Development<br />

egarrard@employernet.net<br />

OnePoint—Human Capital Management<br />

offers a single-source cloud based<br />

solution with one user experience across<br />

all functional areas, including: Payroll,<br />

HR, Talent Management, Benefi t Enrollment,<br />

Recruiting and Time & Labor<br />

Management. Contact us for a personalized<br />

presentation and we’ll show you<br />

how OnePoint—HCM can unify your HR<br />

enterprise. OnePoint—HCM: One Service<br />

Provider, One Employee Record, One<br />

Seamless Solution!<br />

Open Solutions Inc.<br />

Booth 4<br />

4781 Moon Chase Drive<br />

Buford, GA 30519<br />

www.opensolutions.com<br />

Contact: Mike Stoutenburg, Team Leader–<br />

LOS<br />

mike.stoutenburg@opensolutions.com<br />

Open Solutions Inc.® helps fi nancial institutions<br />

succeed by providing essential<br />

technologies that enable them to operate<br />

more profi tably and effi ciently. Open<br />

Solutions has evolved its fl agship Velocity<br />

system into the most fl exible, collaborative<br />

loan origination system available<br />

today. It has become a model for leading<br />

fi nancial institutions in North America.


O’Rourke & Associates<br />

Booth 23<br />

274 Brannan Street, Suite 600<br />

San Francisco CA 94107<br />

Phone: 800.394.1918<br />

www.orourkeconsult.com<br />

Contact: Mike Juratovac, Chief Executive<br />

Offi cer<br />

mikej@omaconsult.com<br />

O’Rourke & Associates offers a wide<br />

range of professional services nationwide<br />

exclusively to the credit union industry.<br />

Expertise lies in the areas of CEO<br />

and Executive Recruitment, Leadership<br />

Development, Succession Planning, and<br />

Compensation and Retention Analysis. For<br />

more information, contact our industry<br />

experts to experience a new generation of<br />

services.<br />

PCFS 2000<br />

Booth 116<br />

259 S. Randolph Avenue, Suite 240<br />

Brea, CA 92821<br />

714.674.0009<br />

www.pcfs2000.com<br />

Contact: Michael Hales, Sales Director<br />

mikeh@pcfs2000.com<br />

Since 1986 PCFS 2000 has been the<br />

leading fi nancial technology services<br />

vendor providing software solutions to the<br />

SBA lending industry. Several years ago,<br />

the Company made a strategic decision<br />

to expand its focus to support credit union<br />

Member Business Lending. Today, PCFS<br />

2000 provides credit unions and CUSOs<br />

with Stellar Business Lending Solutions—<br />

the industry’s only “prospect to payoff”<br />

business lending software solution.<br />

PDP Group Inc.<br />

Booth 11<br />

10909 McCormick Road<br />

Hunt Valley, MD 21031<br />

410.584.2072<br />

www.pdpgroupinc.com<br />

Contact: Erica Miley, ELT Coordinator<br />

elmiley@pdpgroupinc.com<br />

PDP Group, Inc. is an outstanding solution<br />

for the automotive fi nance industry. We<br />

provide comprehensive title administration<br />

and storage, electronic lien and title<br />

services, insurance tracking and claims<br />

services. In addition, PDP customizes<br />

fl oor plan and substitute vehicle insurance<br />

programs for banks and captives<br />

Peak Financial Network Solutions<br />

Booth 97<br />

2470 St. Rose Parkway, Suite 115<br />

Henderson, NV 89074<br />

702.892.9661<br />

Contact: Tony Mook, <strong>Program</strong> Manager<br />

Peak Financial Network Solutions (a<br />

region of Financial Network Investment<br />

Corporation or “FNIC”) is a full-service<br />

independent fi nancial services fi rm committed<br />

to help Credit Unions assist their<br />

members with their fi nancial goals. We<br />

offer a wide range of non-proprietary<br />

products, specifi c services, tools and<br />

literature to inspire fundamental personal<br />

fi nancial excellence. Our Mission Statement:<br />

To help individuals and families<br />

realize their fi nancial hopes and dreams<br />

through the credit unions they trust.<br />

34<br />

Exhibit Directory<br />

Pendum, LLC<br />

Booth 85<br />

4610 S. Ulster Street, Suite 300<br />

Denver, CO 80237<br />

303.889.1306<br />

www.pendum.com<br />

Contact: Diana Hedin, Order Process<br />

Coordinator<br />

dihedin@pendum.com<br />

Plansmith Corporation<br />

Booth 43<br />

1827 Walden Offi ce Square, Suite 350<br />

Schaumburg, IL 60173<br />

800.323.3281<br />

www.plansmith.com<br />

Contact: Tom Parsons, Vice President<br />

tparsons@plansmith.com<br />

Plansmith's budgeting, forecasting, and<br />

risk management solutions simplify complexity<br />

and help executives make wellinformed,<br />

strategic business decisions.<br />

Over 1,500 fi nancial institutions use our<br />

integrated tools to more easily create rolling<br />

forecasts, benchmark to peers, and<br />

evaluate rate, liquidity, capital, and loan<br />

quality risks.


PSCU<br />

Booth 35<br />

560 Carillon Parkway<br />

Saint Petersburg, FL 33716<br />

800.443.7728<br />

www.pscu.com<br />

Contact: James Guild, Chief Sales Offi cer<br />

jguild@pscu.com<br />

The nation’s leading CUSO serves over<br />

1500 fi nancial institutions with a complete<br />

range of payment card and eCommerce<br />

solutions backed by industryleading<br />

fraud management, strategic<br />

consulting and 24/7/365 member contact<br />

centers. Our innovation initiatives marry<br />

emerging payments technologies, such<br />

as EMV and mobile wallets, with proven<br />

deployment strategies to empower credit<br />

unions to grow and prosper.<br />

QwickRate<br />

Booth 21<br />

1350 Church Street, Ext. NE, Suite 200<br />

Marietta, GA 30060<br />

800.285.8626<br />

www.qwickrate.com<br />

Contact: David Suri, Senior Account<br />

Executive<br />

david.suri@qwickrate.com<br />

QwickRate is the premier online CD<br />

marketplace for institutional investing<br />

and funding. We offer credit unions direct<br />

access to more than 3,000 subscribers<br />

to get the best rates on their investments<br />

and help satisfy examiner expectations<br />

for contingency funding. QwickRate<br />

provides expert support and regulatory<br />

guidance. with no broker or transaction<br />

fees.<br />

Raymond James/Morgan Keegan<br />

Table Top 4B<br />

50 N. Front Street<br />

Memphis, TN 38103<br />

800.564.2249<br />

www.morgankeegan.com/FICM<br />

Contact: Tom Curran, Broker<br />

tim.curran@morgankeegan.com<br />

Morgan Keegan and Raymond James offer<br />

nearly 100 years of fi nancial services<br />

history and professional excellence. Both<br />

fi rms have stood out as leaders in our<br />

industry and as champions of our clients.<br />

Together, we believe we’re building<br />

something greater … a united fi rm even<br />

more capable and committed to serving<br />

the fi nancial needs and goals of people<br />

like you … a fi rm that stands as the<br />

premier alternative to Wall Street.<br />

Richard Myles Johnson Foundation<br />

Booth 46<br />

2855 E. Guasti Road, Suite 600<br />

Ontario, CA 91761<br />

800.472.1702 ext. 6057<br />

www.rmjfoundation.org<br />

Contact: Tena Lozano, Executive Director<br />

tenal@ccul.org<br />

The Richard Myles Johnson Foundation<br />

supports the fi nancial education efforts<br />

of credit unions in <strong>California</strong> and Nevada,<br />

with a special focus on youth fi nancial<br />

education. As a 501(c)3 organization, our<br />

signature program is Bite of Reality, an<br />

interactive simulation of real-life money<br />

challenges, created just for teens. We<br />

also provide scholarships for credit union<br />

staff and volunteers to attend educational<br />

seminars and conferences.<br />

35<br />

Exhibit Directory<br />

Samaha & Associates<br />

Booth 69<br />

1745 Rancho Hills Drive<br />

Chino Hills, CA 91709<br />

855.772.6242<br />

www.ssamaha.com<br />

Contact: Adam Denbo, Partner/Managing<br />

Consultant<br />

adam.denbo@ssamaha.com<br />

Samaha & Associates exceeds expectations<br />

by providing a comprehensive spectrum<br />

of advocacy via its consulting services<br />

including analysis, planning, search,<br />

selection, negotiations, implementation<br />

and documentation in the Technology and<br />

e-Business environments. Our team of industry<br />

professionals works collaboratively<br />

with you to improve business processes<br />

by optimizing effi ciency and increasing<br />

revenue opportunities.<br />

SaveAround Partnership Solution<br />

Booth 98<br />

31 Front Street<br />

Binghampton, NY 13905<br />

866.513.0479<br />

https://www.savearound.com<br />

Contact: Richard Froiseth, Strategic Sales<br />

and Solutions<br />

dfroy@savearound.com<br />

SaveAround is a premier Loyalty and<br />

Rewards company, offering Custom Coupon<br />

Books, your own Daily Deal and Member<br />

Perks <strong>Program</strong>s to credit unions across<br />

the country. The custom books are a great<br />

premium for New Members, New Loans,<br />

and IRA’s, Holiday Gifts, Fundraiser's or any<br />

other promotion opportunity your credit<br />

union offers. Our online Daily Deal and<br />

Member Perks programs, motivate new<br />

memberships, more credit card swipes,<br />

more website hits and increases member<br />

Loyalty and Retention. See us in booth #98.


Ser Technology<br />

Booth 16<br />

127 Park Central Drive, Suite 1415<br />

Dallas, TX 75251<br />

800.486.5288<br />

www.sertech.com<br />

Contact: Doug White, EVP Business Development<br />

& Strategic Alliances<br />

doug.white@sertech.com<br />

Ser Technology provides services to credit<br />

unions and their members across the<br />

United States. These services include loan<br />

generation marketing and portfolio risk<br />

management. The past three years we<br />

have generated over $1.5 billion dollars in<br />

new loans for credit unions, saving their<br />

members millions of dollars in interest.<br />

Share One, Inc.<br />

Booth 107<br />

2650 Thousand Oaks Blvd., Suite 1120<br />

Memphis, TN 38118.2021<br />

800.888.0766<br />

www.shareone.com<br />

Contact: Roy Stewart, VP Sales<br />

rstewart@shareone.com<br />

Share One, is a credit union owned CUSO,<br />

offering the advanced core processing<br />

software NewSolutions. The core system<br />

delivers exceptional value with the fl exible<br />

and comprehensive solution featuring<br />

a member-centric imaging system and<br />

effi cient operational workfl ows. Call for<br />

a free demo at 800.888.0766 or visit us<br />

online at www.shareone.com.<br />

SS & C Technology<br />

Booth 88<br />

675 Third Avenue, 14th Floor<br />

New York, New York 10017<br />

212.367.4732<br />

www.sscinc.com<br />

Contact: Wils Cain, National Account<br />

Manager<br />

wcain@sscinc.com<br />

SS&C is a global provider of investment<br />

and fi nancial software-enabled services<br />

and software focused exclusively on<br />

the global fi nancial services industry.<br />

Founded in 1986, SS&C has its headquarters<br />

in Windsor, Connecticut and offi ces<br />

around the world. Some 5,500 fi nancial<br />

services organizations, from the world’s<br />

largest institutions to local fi rms, manage<br />

and account for their investments using<br />

SS&C's products and services.<br />

Stanley Convergent Security Solutions<br />

Booth 1<br />

751 N. Todd Avenue<br />

Azusa, CA 91702<br />

626.720.2076<br />

www.stanleycss.com<br />

Contact: Jose Mercado, Senior National<br />

Manager<br />

jose.mercado@sbdinc.com<br />

Stanley Convergent Security Solutions<br />

formally known as Hamilton Pacifi c/<br />

Niscayah-delivering services to the<br />

fi nancial industry for over 25 years. We<br />

supply and install all equipment including<br />

lockers, safes, custom vault solutions and<br />

commercial locksmiths. We offer stateof–the-art<br />

security systems and systems<br />

integration. Stanley CSS provides ATM<br />

deployment including site modifi cations<br />

and off-site construction.<br />

36<br />

Exhibit Directory<br />

Strategic Resource Management<br />

Booth 34<br />

2121 N. <strong>California</strong>, Suite 290<br />

Walnut Creek, CA 94596<br />

925.974.3565<br />

www.srmcorp.com<br />

Contact: Jeff Rice, SVP, Business Development<br />

jrice@srmcorp.com<br />

As a leading consultant within the fi nancial<br />

sector, SRM has helped hundreds of<br />

organizations reduce expenses and fi nd<br />

new opportunities for revenue. By aligning<br />

expenses to industry benchmarks,<br />

we have helped our clients experience<br />

drastic reductions in operating expenses,<br />

improve profi t margins, and increase cash<br />

fl o w.<br />

SunCorp<br />

Booth 103<br />

11080 Circlepoint Rd., Suite 500<br />

Westminster, CO 80020<br />

877.786.2677<br />

www.suncorp.coop<br />

Contact: Charlie Watt: Sales & Marketing<br />

Manager<br />

cwatts@suncorp.coop<br />

SunCorp is a $1.5-billion, full-service<br />

cooperative serving credit unions, CUSOs,<br />

and leagues throughout the West. Sun-<br />

Corp provides correspondent services,<br />

payment services, free lines of credit, and<br />

investments delivered with outstanding<br />

member service and the benefi ts of cooperative<br />

ownership and pricing. To learn<br />

more, visit www.suncorp.coop.


SWBC<br />

Booth 19<br />

9311 San Pedro Avenue, Suite 600<br />

San Antonio, TX 78216<br />

800.527.0066<br />

www.swbc.com<br />

Headquartered in San Antonio, SWBC is<br />

a diversifi ed fi nancial services company<br />

providing a range of insurance, mortgage,<br />

and investment services to fi nancial institutions,<br />

businesses, and individuals. SWBC<br />

is committed to providing quality products,<br />

outstanding service, and customized solutions<br />

in all 50 states. For more information,<br />

visit SWBC’s website at www.swbc.com.<br />

Symitar<br />

Booth 27<br />

663 West Highway 60<br />

Monett, MO 65708<br />

417.235.6652<br />

www.symitar.com<br />

Contact: Brad Campbell, Sales Executive<br />

bjcampbell@jackhenry.com<br />

Symitar is the recognized credit union<br />

technology leader. Combining robust,<br />

proven core processing systems with<br />

a full range of complementary solutions,<br />

we’re able to meet the technology<br />

needs of even the largest credit unions.<br />

At greater than 99 percent, we have<br />

the highest retention rate of any major<br />

processor.<br />

T.D. Service Company<br />

Booth 49<br />

4000 W. Metropolitan Drive, Suite 400<br />

Orange, CA 92868<br />

800.843.0260<br />

www.tdsf.com<br />

Contact: Toni Wells, Senior Vice President<br />

twells@tdsf.com<br />

T.D. Service Company began in 1964 and<br />

provides the following services: Foreclosures,<br />

Lien Releases, Document Retrieval,<br />

Assignments, Title Perfection, Senior Sale<br />

Tracking, Senior Sale Bidding, Facilitation<br />

of Senior Lien Payoffs, Surplus Distribution,<br />

Posting and Publishing and Technology<br />

Solutions. For more information visit<br />

our website at www.tdsf.com.<br />

TCI Credit<br />

Booth 76<br />

1377 Motor Parkway, suite 400<br />

Islandia, NY 11749<br />

631.231.6700<br />

www.tcicredit.com<br />

Contact: Barry Kirby, VP of Sales<br />

bkirby@tcicredit.com<br />

Supporting more than 250 credit unions,<br />

banks and fi nance companies across the<br />

United States, TCI provides affordable<br />

loan origination solutions that give direct,<br />

indirect, internet and retail lenders the<br />

edge they need to be fi rst.<br />

37<br />

Exhibit Directory<br />

TelePacifi c Communications<br />

Table Top 4D<br />

515 S. Flower St., 47th Floor<br />

Los Angeles, CA 90071<br />

213.223.4852<br />

www.telepacifi c.com<br />

Kenneth Carpenter, Senior Account<br />

Executive<br />

213.223.4852<br />

kcarpenter@telepacifi c.com<br />

TelePacifi c Communications is a competitive<br />

telecommunications carrier providing<br />

local, long distance, and internet services.<br />

As the largest competitor to AT&T,<br />

Verizon, and CenturyLink in <strong>California</strong> and<br />

Nevada, TelePacifi c is now one of the top<br />

communications providers nationwide<br />

with a private fi ber optic network that<br />

can serve any business in the country.<br />

This strong position brings advantages<br />

in network quality, customer service, and<br />

security to our more than 40,000 business<br />

customers who have over a million<br />

lines in service all across the U.S.


The Best Service Co., Inc.<br />

Networking Exhibitor<br />

10780 Santa Monica Boulevard, Suite<br />

140<br />

Los Angeles, CA 90025<br />

310.477.0471<br />

www.tbsc.la<br />

Contact: Roger Milstein, President<br />

rogerm@tbsc.la<br />

A comprehensive one-source loss recovery<br />

solution, The Best Service Co., Inc. (TBSC)<br />

achieves the highest possible recovery<br />

rates while providing exemplary service,<br />

with no fee until a collection is made. As<br />

a service-focused agency, it is the goal of<br />

TBSC to know your organizational needs<br />

and proactively communicate with you<br />

to obtain the most effective and effi cient<br />

results. Contact TBSC at 310.477.0471,<br />

ext. 122 or 310.477.0471, ext. 134.<br />

The Members Group (TMG)<br />

Networking Exhibitor<br />

1500 NW 118th Street<br />

Des Moines, IA 50325<br />

515-457-5252<br />

www.themembersgroup.com<br />

Brian Scott, Vice President Sales<br />

brains@themembersgroup.com<br />

The Members Group (TMG) is dedicated<br />

to creating customized, technology-driven<br />

card processing and payment solutions<br />

for credit unions and communitybased<br />

fi nancial institutions across North<br />

America. Innovations in fraud management,<br />

loyalty programs, alternative payment<br />

systems and analytic reporting, and<br />

the competitive advantages they create,<br />

have helped TMG forge a new standard in<br />

offering cutting-edge credit, debit, ATM,<br />

prepaid card products and a P2P payment<br />

solution. For more information, visit<br />

www.themembersgroup.com.<br />

The Sheeter Group<br />

Booth 120<br />

2801 29th Street<br />

San Diego, CA 92104<br />

619.269.6464<br />

www.cuexecs.com<br />

Contact: Elaine Boyd, National Business<br />

Development Manager<br />

elaine@cuexecs.com<br />

The Sheeter Group brings:<br />

• Executive Benefi t strategies to<br />

retain, recruit and reward your best<br />

and brightest.<br />

• Benefi ts Prefunding<br />

• Post-Retirement Health Care<br />

Heavy focus on compliance, superior service,<br />

and individualized designs. Plus, we<br />

know how to talk to Credit Union Boards<br />

in plain English. Just ask our clients!<br />

Thuridion<br />

Booth 112<br />

5619 Scotts Valley Drive, Suite 210<br />

Scotts Valley, CA 95066<br />

831.439.7900<br />

www.thuridion.com<br />

Contact: Tony Lacy.Thompson, VP Business<br />

Development<br />

tonylt@thuridion.com<br />

Thuridion introduces Contessa, the fi rst<br />

document management system built by a<br />

Credit Union, for Credit Unions. Developed<br />

originally by Bay Federal CU of Capitola,<br />

CA, Contessa saves all scanned and system<br />

generated documents for simple and<br />

quick retrieval, at a fraction of the cost of<br />

competing systems.<br />

38<br />

Exhibit Directory<br />

TimeTrade<br />

Booth 29<br />

3 Highwood Drive, Suite 101E<br />

Tewksbury, MA 01876<br />

978.654.6867<br />

www.timetrade.com<br />

Contact: Alex Kevork, Senior Product<br />

Marketing Manager<br />

akevork@timetrade.com<br />

Leading retail banks use TimeTrade’s<br />

cloud-based platform to drive new business,<br />

enhance customer loyalty, manage<br />

customer fl ow and provide an outstanding<br />

customer experience. With the capabilities<br />

provided by TimeTrade, banks and<br />

other fi nancial institutions can enable<br />

customers to schedule in-branch appointments<br />

directly from bank websites, email<br />

campaigns and social media sites.<br />

Transamerica<br />

Booth 17<br />

2700 W. Plano Parkway<br />

Plano, TX 75075<br />

972.881.6988<br />

www.transamerica.com<br />

Contact: Kelly Duran, Director, Marketing<br />

Communications<br />

kelly.duran@transamerica.com<br />

Transamerica Financial Solutions Group<br />

caters to the needs of credit unions by<br />

offering specifi c programs for credit insurance,<br />

debt cancellation, and traditional<br />

insurance products including marketing<br />

strategy, training, marketing support, and<br />

related services. All focused on strengthening<br />

your organization and protecting<br />

your members.


TSI Reconveyance Services<br />

Table Top 6<br />

PO Box 290<br />

Silverdale, WA 98383<br />

888.826.1923<br />

www.reconveyance.com<br />

Contact: Gary Enriquez, Sales Manager<br />

genre@trusteeservicesinc.com<br />

TSI—a Reconveyance Processing Company—established<br />

as a leader in the lien<br />

release industry. Since 1994 TSI has built<br />

itself on one simple principle – fi nd a better<br />

way to reconvey! Check out our online<br />

process for requesting a lien release at<br />

www.reconveyance.com. TSI—a better<br />

way to reconvey!<br />

UPF Services<br />

Networking Exhibitor<br />

12410 Mirabeau Parkway #100<br />

Spokane Valley, WA 99216<br />

509.327.9634<br />

www.upfservices.com<br />

Contact: Mark Hikel, CEO<br />

markh@upfservices.com<br />

For more than 26 years, UPF Services<br />

has provided highly differentiated real<br />

estate solutions that are focused on the<br />

complexity and magnitude of managing<br />

risk and loss mitigation throughout the<br />

real estate and mortgage spectrum. We<br />

combine the benefi ts of extensive real<br />

estate, mortgage, and customer management<br />

expertise, with process driven,<br />

end-to-end solutions customized to the<br />

customer’s specifi c requirements.<br />

Vantiv<br />

Booth 57<br />

8500 Governors Hill Drive<br />

Cincinnati, OH 45249<br />

513.900.4639<br />

www.vantiv.com<br />

Contact: Gary Berning, VP, Financial Institutions<br />

Sales<br />

gary.berning@vantiv.com<br />

Vantiv is a leading provider of payment<br />

processing strategies and technology<br />

solutions. We'll work with you to develop<br />

programs that help simplify payments,<br />

while focusing on new opportunities and<br />

revenue for your business. Our people,<br />

technologies, and partnerships are the<br />

Vantiv difference. Let's discuss your future<br />

success. Learn more at www.vantiv.<br />

com.<br />

Vining Sparks, IBG<br />

Booth 80<br />

775 Ridge Lake Boulevard<br />

Memphis, TN 38120<br />

800.786.1295<br />

www.viningsparks.com<br />

Contact: Jaime Lofton, SVP<br />

jloftin@viningsparks.com<br />

Vining Sparks is a nationally recognized<br />

fi xed income broker/dealer (and lead<br />

agency underwriter). Clients have access<br />

to proprietary analytics/modeling and<br />

educational opportunities as well as a full<br />

trading platform including loans, CDs and<br />

interest rate products. We strive to provide<br />

a range of products and service to help<br />

credit unions better and more easily meet<br />

stated objectives.<br />

39<br />

Exhibit Directory<br />

VISA, Inc.<br />

Booth 6<br />

900 Metro Center Blvd<br />

Foster City, CA 94404<br />

www.visa.com<br />

Visa is a global payments technology<br />

company that connects consumers,<br />

businesses, fi nancial institutions and<br />

governments in more than 200 countries<br />

and territories to fast, secure, and reliable<br />

digital currency. Visa links more than<br />

15,500 fi nancial institutions, 10 million<br />

merchant acceptance locations and 1.87<br />

billion cards. Please visit www.visa.com for<br />

additional information.<br />

Visible Equity<br />

Booth 37<br />

4525 Wasatch Blvd., Suite 325<br />

Salt Lake City, UT 84124<br />

888.409.1560<br />

www.visiblequity.com<br />

Contact: Matthew Court<br />

matthew.court@visibleequity.com<br />

888.409.1560, ext. 100<br />

Visible Equity’s Loan Portfolio Analytics is<br />

an easy to use, web-based software application<br />

used by fi nancial institutions to<br />

identify, measure, and monitor the credit<br />

risk in their loan portfolio(s), including<br />

ongoing collateral valuations, concentration<br />

risk analysis, expected loss and ALLL<br />

modeling, probability of default calculations,<br />

stress testing, and much more.


Western CUNA Management School<br />

(WCMS)<br />

Booth 48<br />

2855 East Guasti Road, Suite 600<br />

Ontario, CA 91761<br />

800.472.1702, ext. 6059<br />

www.wcmspomona.org<br />

Contact: Nancy Wood, Director of School<br />

Administration<br />

nancyw@ccul.org<br />

For over half a century, Western CUNA<br />

Management School (WCMS) has helped<br />

credit unions prepare their up-andcoming<br />

staff members for a new and<br />

uncertain future. Throughout the decades,<br />

thousands of WCMS graduates have<br />

returned to their credit unions ready to<br />

assume increased responsibilities and to<br />

become highly productive leaders.<br />

Western Integrated Systems<br />

Booth 117<br />

3640 Grand Avenue, Suite 100<br />

Oakland, CA 94610<br />

916.736.2191<br />

www.westint.com<br />

Contact: Paul Hirdler, Business Development<br />

Manager<br />

phirdler@westint.com<br />

Western Integrated Systems is a value<br />

added reseller and systems integrator<br />

with offi ces in Sacramento and Oakland,<br />

<strong>California</strong> and Tempe, Arizona. Western<br />

Integrated focuses on providing small<br />

and medium organizations in the fi nancial<br />

services sector the power of data<br />

security, process automation and document/content/information<br />

management<br />

technologies enjoyed by the world’s<br />

largest corporations.<br />

Xpress Data, Inc.<br />

Booth 68<br />

10983 Via Frontera<br />

San Diego, CA 92127<br />

858.676.9888<br />

www.xdi.com<br />

Contact: JC Covalesky, Client Relationship<br />

Manager<br />

jc@xdi.com<br />

Xpress Data, Inc. is focused Exclusively<br />

on Credit Unions. We compose, produce,<br />

and deliver Member Correspondence via<br />

First.Class Mail, Certifi ed Mail, or Electronically<br />

through SSO integration with<br />

any home banking platform. Improving<br />

the quality and effectiveness of your<br />

Statements, Notices, Tax Forms and all<br />

types of Letters is our specialty.<br />

40<br />

Exhibit Directory


General Sessions<br />

Event<br />

Center C3<br />

Event Center C1‐2<br />

Grand Ballroom<br />

Networking & Exhibit Village<br />

Networking Event & Center Exhibit AB Village<br />

An�gua<br />

An�gua<br />

St. Thomas<br />

Montego F E<br />

Event Center AB<br />

Montego F<br />

St. Thomas<br />

Grand Ballroom<br />

D<br />

D<br />

Trinidad<br />

C<br />

C<br />

Montego Montego<br />

Montego A<br />

Montego A<br />

B<br />

Nassau<br />

Andros Jamaica<br />

Jamaica<br />

41<br />

Key<br />

Largo<br />

Mar�nique Mar�nique<br />

Terry Fator Theatre<br />

St. Croix<br />

St. Croix<br />

Conference Map<br />

St.<br />

Ki�s Ki�s<br />

Barbados<br />

Business<br />

Services<br />

Retail Shops<br />

Bermuda


We have designed note pages scattered throughout this book to help you to produce<br />

more creative takeaways from the information you receive at this conference. We hope<br />

they help you get thinking about the information and how you could apply it at your<br />

credit union!<br />

Loony Bin—� ese ideas are crazy<br />

and outrageous. If you could make<br />

them work, wow! Keep thinking<br />

about how they could become<br />

possible!<br />

Recycle Bin—You have had these<br />

ideas before, but forgotten them.<br />

� ese could also be ideas you don’t<br />

need, but maybe someone else at<br />

your credit union could use them!<br />

Hot Bin—Turn up the<br />

heat on your hot ideas.<br />

Focus on them today!<br />

Chill Bin—� ese are good<br />

ideas that you can’t use<br />

right now. Put them on ice<br />

until you need them.<br />

42<br />

Notes<br />

Before you leave the<br />

meeting (maybe during<br />

the plane ride home),<br />

schedule a quiet time<br />

with your notes and<br />

separate your ideas<br />

into the categories to<br />

the left.<br />

Review all the ideas<br />

you could do and look<br />

for the ones that are<br />

most likely to provide a<br />

signifi cant payoff and<br />

are doable with your<br />

current resources.<br />

Then get to work and<br />

refi ne and implement<br />

those ideas!<br />

You’ll probably do<br />

better if you fi nd a<br />

partner and agree<br />

to keep each other<br />

accountable for action.


Session Title Presenter<br />

Key Presentation Ideas<br />

What are some of the key concepts<br />

of this session?<br />

Quotes to Remember<br />

During the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

After the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

During the Session Back at My Credit Union


Session Title Presenter<br />

Key Presentation Ideas<br />

What are some of the key concepts<br />

of this session?<br />

Quotes to Remember<br />

During the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

After the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

During the Session Back at My Credit Union


Session Title Presenter<br />

Key Presentation Ideas<br />

What are some of the key concepts<br />

of this session?<br />

Quotes to Remember<br />

During the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

After the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

During the Session Back at My Credit Union


Session Title Presenter<br />

Key Presentation Ideas<br />

What are some of the key concepts<br />

of this session?<br />

Quotes to Remember<br />

During the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

After the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

During the Session Back at My Credit Union


Session Title Presenter<br />

Key Presentation Ideas<br />

What are some of the key concepts<br />

of this session?<br />

Quotes to Remember<br />

During the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

After the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

During the Session Back at My Credit Union


Session Title Presenter<br />

Key Presentation Ideas<br />

What are some of the key concepts<br />

of this session?<br />

Quotes to Remember<br />

During the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

After the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

During the Session Back at My Credit Union


Session Title Presenter<br />

Key Presentation Ideas<br />

What are some of the key concepts<br />

of this session?<br />

Quotes to Remember<br />

During the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

After the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

During the Session Back at My Credit Union


Session Title Presenter<br />

Key Presentation Ideas<br />

What are some of the key concepts<br />

of this session?<br />

Quotes to Remember<br />

During the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

After the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

During the Session Back at My Credit Union


Session Title Presenter<br />

Key Presentation Ideas<br />

What are some of the key concepts<br />

of this session?<br />

Quotes to Remember<br />

During the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

After the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

During the Session Back at My Credit Union


Session Title Presenter<br />

Key Presentation Ideas<br />

What are some of the key concepts<br />

of this session?<br />

Quotes to Remember<br />

During the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

After the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

During the Session Back at My Credit Union


Session Title Presenter<br />

Key Presentation Ideas<br />

What are some of the key concepts<br />

of this session?<br />

Quotes to Remember<br />

During the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

After the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

During the Session Back at My Credit Union


Session Title Presenter<br />

Key Presentation Ideas<br />

What are some of the key concepts<br />

of this session?<br />

Quotes to Remember<br />

During the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

After the Session<br />

Ideas For My Credit Union<br />

What are some of the session ideas that I can<br />

use at my credit union?<br />

During the Session Back at My Credit Union


2013 <strong>Annual</strong><br />

<strong>Meeting</strong><br />

& <strong>Convention</strong><br />

October 28–30, 2013<br />

Hyatt Regency San Francisco<br />

San Francisco, CA


protecting What<br />

matters most<br />

introducing TruStage insurance products<br />

empower your members<br />

to protect the people Who matter most<br />

CUNA Mutual Group’s MemberCONNECT ®<br />

program now provides your members with<br />

access to TruStage insurance products,<br />

created exclusively for credit union members.<br />

TruStage offers straightforward and<br />

trustworthy information, real value and<br />

peace of mind for your members.<br />

Introducing a new way for your credit union to<br />

create deeper, stronger member relationships.<br />

To learn more visit www.TruStage.com/intro<br />

Visit us at Booth #7 in the exhiBit hall<br />

TruStage is the marketing brand for insurance products offered by TruStage Insurance Agency, LLC.<br />

and issued by CMFG Life Insurance Company and other leading underwriters.<br />

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance<br />

holding company, its subsidiaries and affiliates.<br />

10003208-1012 © cUna mutual group, <strong>2012</strong> all rights reserved.

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