Program Guide - Annual Meeting & Convention 2012 - California ...
Program Guide - Annual Meeting & Convention 2012 - California ...
Program Guide - Annual Meeting & Convention 2012 - California ...
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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.