LEVERAGE
Booth #507 www.myleverage.com HOTEL KEY CARD SPONSOR LEVERAGE, the LSCU Service Corporation, is the business & NOTEBOOK ADVERTISER services provider that leverages credit union system resources, relationships, and industry knowledge for optimal performance and sustained growth of its clients and business partners. We offer best-in-class products and services through our preferred business partnerships to our credit union clients. We focus on: ■■ Leveraging buying power to reduce costs ■■ Leveraging resources to maximize financial results ■■ Leveraging industry knowledge and research to provide access to best-in-class solutions ■■ Leveraging relationships to connect innovative credit union service providers with credit union executives
AUDIT & CONSULTING
LEVERAGE Audit & Consulting Booth #507 www.cuace.com
LEVERAGE’s Audit & Consulting team assists credit unions with meeting regulatory requirements and staying compliant with services provided by certified audit and compliance field experts. We offer a comprehensive menu of financial and compliance audits, all at competitive prices.
CliftonLarsonAllen, LLP Booth #207 www.cliftonlarsonallen.com
CliftonLarsonAllen is one of the nation’s top 10 certified public accounting and consulting firms. Structured to provide clients with highly specialized credit union insight, the firm delivers assurance, tax, and advisory capabilities.
Doeren Mayhew Booth #307 www.doeren.com
Doeren Mayhew’s financial institutions group, comprised of credit union experts, has serviced hundreds of credit unions nationwide for over 35 years. Their professionals perform certified audits, internal audits, information technology assurance services, enterprise risk management, regulatory compliance, business plans, mergers and acquisitions, CUSO planning and implementation, strategic planning, and commercial lending reviews.
LEAGUE OF SOUTHEASTERN CREDIT UNIONS & AFFILIATES
45
Hutto & Carver, P.A. Booth #406 www.huttocarvercpa.com
Hutto & Carver, P.A., specializes in providing audit and related services. The Hutto & Carver mission is to meet the auditing and consulting needs of credit unions with an exceptional level of client service by being structured and staffed to provide audit services which are efficient, cost-effective, and provide prompt results.
Nearman, Maynard, Vallez, CPAs Booth #515 www.nearman.com
Since 1979, Nearman, Maynard, Vallez, CPAs has provided auditing and consulting services exclusively to credit unions throughout the U.S. Our dedication to credit unions has given us the unique ability to provide exceptional service at a reasonable price. Services include certified audits, supervisory committee guide audits, compliance reviews, internal audit services, and more.
SESSION SPONSOR
Orth, Chakler, Murnane & Company, CPAs Booth #704 www.ocmcpa.com
Orth, Chakler, Murnane & Company, CPAs, is an accounting firm that specializes in providing audit and consulting services to the credit union industry.
Porter Keadle Moore, LLC Booth #800 www.pkm.com
Rooted in the financial institutions industry, PKM is a nationally recognized accounting and advisory firm providing clients with holistic and growth-driven solutions for their financial challenges.
The Paragon Group Booth #203 www.theparagongroup.com
The Paragon Group specializes in management issues that are critical to leaders in today’s challenging financial marketplace. Their team includes specialists in organizational development, compliance, volunteer development, and strategic planning.
46
2013 EXHIBITORS
Highlighted companies indicate LEVERAGE business partners
AUTOMOTIVE
NADA Used Car Guide Booth #806 www.nada.com/b2b
NADA Used Car Guide offers a wide range of accurate used vehicle values, including used passenger car, light-duty and commercial truck, motorcycle, classic car, and specialty vehicles. Available in a variety of delivery methods, NADA’s products and services are used daily throughout the auto, finance, fleet-lease, government, and insurance industries.
American Recovery Services Booth #402 www.pkwillis.com
American Recovery Services (ARS)/Skipbusters is the original national repossession servicing, skip tracing, and LPR provider (35,000+ recovered with DRN); with 900+ agents and $2B assets recovered in the past 18 months. ARS/SB recovers a vehicle every three minutes somewhere in the U.S., on average, all day, every day, all year.
GE, Manheim, CU Direct
DINNER, ENTERTAINMENT, & SILENT AUCTION OFFICIAL SPONSOR
Booth #715
CUDL provides flexible, affordable and convenient vehicle lending and sales solutions, including asset disposition services delivered through alliances with GE Capital and Manheim.
OneMain Remarketing Booth #205 www.onemainremarketing.com
OneMain Remarketing is a nationwide provider of auto remarketing services, available in an end-to-end offering or customized for each client’s individual needs. OneMain Remarketing clients have access to a dedicated client liaison group comprised of committed, knowledgeable professionals with the ability to quickly and accurately answer questions about the remarketing process.
Route 66 Extended Warranty Booth #805 www.route66warranty.com
As a leading provider of vehicle and power sports extended warranties, Route 66 Extended Warranty has a deep understanding of lenders’ needs. They offer a perfect balance of coverage, cost, and on-going service that helps clients expand collateral protection and boost sales and income.
LEAGUE OF SOUTHEASTERN CREDIT UNIONS & AFFILIATES
47
The Credit Union Loan Service, LLC Booth #804 www.culsllc.com
In its eight years of operations, The Credit Union Loan Source, LLC (a Georgia CUSO), has originated and participated over $2 billion in indirect auto loans with Georgia state-chartered credit unions. The Florida regulators have confirmed that CULS loans are eligible purchases for Florida state-chartered credit unions. COMPLIANCE & RISK ASSESSMENT
ComplyTrac
Booth #507 www.complytrac.com
LEVERAGE’s Automated Compliance Execution platform, powered by ComplyTrac, provides a system with procedural controls to meet compliance requirements on a single platform. Credit unions see a reduction in costs, an easier method for performing tasks, and a more effective process for meeting compliance regulations. It also eliminates the risk of unforeseen expenses responding to regulatory changes.
Ventelligence
Booth #507 www.ventelligence.com
LEVERAGE, powered by Ventelligence, helps credit unions streamline Contract Lifecycle Management (CLM) to maximize performance, both financially and operationally. CLM is the management of contract creation, execution, and analysis as a systematic and connected process. Ventelligence automates the organization and retrieval of contracts, providing credit unions with all the tools they need to make the right decisions when contracting with a third-party vendor.
Agility Recovery
Booth #103 www.agilityrecovery.com
Agility Recovery is North America’s premier provider of business continuity and disaster recovery solutions to organizations of all types and sizes. For more than 24 years, over 15,000 clients and partners have trusted Agility to provide comprehensive, economical recovery solutions, including; temporary power, office space, communications, and computer systems.
48
2013 EXHIBITORS
Highlighted companies indicate LEVERAGE business partners
CastleGarde, Inc. Booth #512 www.castlegarde.com
CastleGarde, Inc. is an acknowledged expert provider of information security services that document and validate how organizations address the controls, access, and management of member information. Specializing in information security and regulatory compliance for credit unions, CastleGarde’s team of experts focuses on both policy and technology risk assessment aspects of compliance.
Harvest Investments Booth #211 www.harvestinvestments.com
Harvest is a leader in fair value securities valuations for financial reporting. Harvest’s reviews are independent, transparent, unbiased, and compliant with AICPA, PCAOB, and FASB guidelines, including: ASC820 levels, reasonableness, risk, models, and key inputs. Harvest uniquely covers a wide array of markets, including equity, credit, and esoteric investments. DATA PROCESSING, EFT, AND ATM SERVICES & EQUIPMENT
CO-OP Financial Services Booth #811 www.co-opfs.org
CO-OP Financial Services is the industry leader in access and convenience products for credit unions; offering the tools, counsel, and leadership to help credit unions prosper. They offer CO-OP Network Services, CO-OP Payment Processing, CO-OP E-Commerce Solutions, CO-OP Shared Branching Services, and CO-OP Call Center Services.
NAME BADGE SPONSOR, WEDNESDAY REGISTRATION BEVERAGE SPONSOR, PEN SPONSOR, & DOOR HANGER ADVERTISER
Absolute Financial Services Booth #615 www.afsiatms.com
Absolute Financial is a full-service provider of banking equipment, specializing in fully refurbished or new ATMs and providing financial institutions with complete solutions for ATM projects. Absolute Financial also provides self-service coin counters, teller cash dispensers, cash recyclers, pin encoders, kiosks, surrounds, and other associated financial equipment and services.
LEAGUE OF SOUTHEASTERN CREDIT UNIONS & AFFILIATES
49
Axis Data Solutions, Inc. Booth #911 www.axisdatasolutions.com
Axis Data Solutions, an Orlando-based company with a national presence for 22 years, handles the printing, mailing, and online distribution of statements and other transactional and marketing communications that meet the expanding needs of credit unions throughout the United States.
Bradford-Scott Data Corporation Booth #300 www.bradfordscott.com
Bradford-Scott delivers the sharetec system, a core data processing solution that offers innovative solutions, excellent customer service, and cost effective development.
Cash Transactions, LLC Booth #713 www.cashtrans.com
Since 1996, Atlanta-based CashTrans supports over 900 retailers and financial institutions and offers high quality ATM equipment, automated teller safes/ cash recyclers, EFT processing solutions, turnkey ATM outsourced solutions, and a complete service program including onsite and offsite technical assistance.
Capture21
Booth #810 www.capture21.org
Capture21 provides Check 21 services with a line of software products including branch/hybrid capture, ATM intelligent capture, merchants/business capture, and mobile deposit capture. All products include data center services.
Card Services for Credit Unions Booth #712 www.cscu.net
CSCU is the credit union industry’s advocate, partner, and leader in total payment solutions. Created by credit unions, CSCU is driven by the principles that guide the industry. Working exclusively with credit unions, CSCU provides a customized, holistic offering that maximizes value for credit unions and their members.
50
2013 EXHIBITORS
Highlighted companies indicate LEVERAGE business partners
Credit Union 24 Booth #510 www.cu24.com
Credit Union 24 is a participant-owned, full-service EFT network that brings nationwide ATM and point-ofsale (POS) access to credit unions. Credit Union 24 also counts more than 300,000 ATM locations nationally and internationally, many of them deposit-taking, and offers the nation’s largest surcharge-free ATM access.
HOSPITALITY EVENT SPONSOR & NOTEBOOK ADVERTISER
Credit Union Service Centers of Alabama Booth #502 www.cusc-al.com
With shared branching, credit unions from across the country and abroad share facilities to provide members with thousands of convenient locations to perform transactions just as if they were at their home credit union. Whether they are at work, home, or their favorite travel destination, their credit union is always nearby.
EXHIBIT HALL CONTINENTAL BREAKFAST SPONSOR
OF ALABAMA
FEDCorp
Booth #311 www.fedcorpatm.com
FEDCorp sells, services, and processes ATM machines through a turnkey ATM program. They provide fully outsourced services, including armored car services.
Fiserv
Booth #607 www.fiserv.com
Fiserv is a leading global provider of information management and electronic commerce systems for the financial services industry, providing integrated technology and services that create value and results for clients. Fiserv drives innovations that transform experiences for more than 16,000 clients, worldwide.
THURSDAY REGISTRATION BEVERAGE SPONSOR
Florida Credit Union Shared Services, Inc. Booth #513 www.cuscfl.com
FCUSS electronically links credit unions to more than 4,900 shared branches across the world. Members can conduct transactions as if the member were at their home branch. Sharing effort, energy, and savings provides our expanded member bases with increased service availability.
EXHIBIT HALL SOCIAL NETWORKING OFFICIAL SPONSOR & THURSDAY CONTINENTAL BREAKFAST SPONSOR
LEAGUE OF SOUTHEASTERN CREDIT UNIONS & AFFILIATES
51
Glory (U.S.A.), Inc. Booth #301 www.gloryusa.com
Glory, the world leader in the design and manufacture of cash management solutions, provides currency dispensers, cash recyclers, and currency processing equipment for many of the top U.S. financial institutions and credit unions.
Pulse
Booth #700 www.pulsenetwork.com
PULSE is a leading debit/ATM network, serving more than 6,300 financial institutions across the United States (4,300 direct/2,000 indirect). The network links cardholders with ATM and POS terminals, nationwide, and provides worldwide cash access for Diners Club and Discover cardholders through more than 900,000 ATM locations.
Symitar
Booth #400 www.symitar.com
Symitar combines proven core processing with robust complementary solutions, enabling them to meet the needs of any credit union. They also have the highest retention rate of any major processor. Many CEOs are repeat customers, choosing Symitar again and again as they move from one credit union to the next.
Vantiv
Booth #407 www.vantiv.com
Vantiv is a leading provider of payment processing strategies and technology solutions. They help credit unions simplify payments and focus on new revenue sources.
Visa, Inc.
Booth #802 www.visa.com
Visa is a global payments technology company that connects consumers, businesses, banks, and governments in more than 200 countries and territories, enabling them to use digital currency instead of cash and checks. Visa links more than 15,000 financial institutions, tens of millions of merchant acceptance locations, and 2 billion cards.
52
2013 EXHIBITORS
Highlighted companies indicate LEVERAGE business partners
FACILITY DESIGN
Consultants & Builders, Inc. Booth #702 www.consultantsandbuilders.com
CBI is a design-build firm focusing exclusively on developing financial institutions in the Southeastern United States. Established in 1986 with headquarters in Norcross, Georgia, CBI offers real estate services, facility planning and design, interior design and construction, as well as branding and merchandising services.
Drive-Thru/E.F. Bavis & Associates Booth #705 www.bavis.com
Drive-Thru/E.F. Bavis & Associates is a manufacturer of drive-thru equipment. Featured products include: Florida hurricane windows, solar powered drive-thru equipment, powered and manual transaction drawers, pneumatic and non-pneumatic transport systems with multi-height delivery, and numerous audio options including secure and private telephone audio systems. Manufacturers warranties available up to 10 years.
Financial Facilities, Inc. Booth #305 www.financialfacilitiesinc.com
Financial Facilities, Inc. provides professional services tailored to meet individual facility needs by guiding all project participants through each phase of the construction process.
Florida Concepts, Inc. Booth #312 www.floridaconceptsinc.com
Florida Concepts, Inc., is a single-source, turnkey plan-design-build company that has been in business since 1976. Specifically, their areas of expertise include: feasibility studies, site identification/planning/acquisition, facility design, project management, interior space planning and design, retail marketing, remodeling of existing facilities, and store-front build outs.
NewGround
Booth #1006 www.newground.com
NewGround is a leading design and implementation firm providing growth solutions that help financial institutions advance by focusing on the design and delivery of the member and employee experiences.
LEAGUE OF SOUTHEASTERN CREDIT UNIONS & AFFILIATES
53
R.C. Stevens Construction Company Booth #701 www.rcstevens.com
R.C. Stevens provides construction services for financial facilities throughout the Southeast, with an emphasis on design/build. At R.C. Stevens, the spirit of innovation can be found in each and every project. Each employee strives daily to uphold the funding principles of quality and integrity, a company tradition since 1926. FINANCIAL SERVICES
CUNA Mutual Group Booth #901 www.cunamutual.com
CUNA Mutual Group’s insurance, retirement, and investment products provide financial security and protection to credit unions and their members worldwide. With more than 75 years of true market commitment, CUNA Mutual’s vision is unwavering: to be a trusted business partner who delivers service excellence through customer-focused products and market-driven insight.
TOTE BAG SPONSOR, SPECIAL EVENT SPONSOR, & NOTEBOOK ADVERTISER
Diebold
Booth #714 www.diebold.com
Today, businesses want to increase profits. Consumers are looking for better, more efficient services. And, Diebold is the company that makes it happen. For 150 years, Diebold has brought together a combination of innovation, expertise, and quality service to become a global leader in providing integrated self-service, security systems, and services.
John M. Floyd & Associates Booth #303 www.jmfa.com
JMFA is the leading provider of profitability-improvement consulting and is recognized as one of the most trusted names in the industry with programs designed to increase income and reduce expenses. JMFA is proud to be a preferred provider among many industry groups including LEVERAGE, the LSCU Service Corporation.
54
2013 EXHIBITORS
Highlighted companies indicate LEVERAGE business partners
Vining Sparks
Booth #514 www.viningsparks.com
Vining Sparks is nationally recognized as a leading broker/dealer serving the investment needs of institutional investors. The firm also specializes in asset/liability management solutions and conducts educational seminars nationwide.
CELL PHONE CHARGING STATION SPONSOR
Allied Solutions
Booth #101 www.alliedsolutions.com
Allied Solutions is one of the largest independently operated providers of insurance, lending, and marketing products and services to credit unions; providing access to best-in-class products, combined with an unwavering commitment to excellent service. Core products include AD&D, CL/CD, Debt Protection, GAP, and MBP.
AloStar Bank of Commerce Booth# 105 www.alostarbank.com
AloStar Bank of Commerce focuses on serving community banks and businesses, offering a variety of commercial lending products. Their correspondent banking services include brokered CDs, asset/liability modeling, bond accounting, safekeeping, clearing/funds management, and federal funds.
American Share Insurance/Excess Share Insurance Booth #306 www.americanshare.com | www.excessshare.com
ASI , business‌not bureaucracy. American Share Insurance (ASI) offers an alternative to federal deposit insurance for state-charted credit unions in Alabama. Excess share insurance is also available to both state and federally chartered credit unions in Alabama and Florida through ASI’s subsidiary, Excess Share Insurance Corporation (ESI).
TOTE BAG ADVERTISER
The Baker Group Booth# 605 www.gobaker.com
The Baker Group is a leader in the development of innovative asset/liability and investment portfolio management services for community financial institutions. They specialize in investment portfolio analysis, security selection, and interest rate risk management.
GOLF TOURNAMENT PREMIUM HOLE SPONSOR
LEAGUE OF SOUTHEASTERN CREDIT UNIONS & AFFILIATES
55
Burroughs, Inc. Booth #812 www.burroughs.com
Burroughs, Inc. is a Plymouth, Michigan-based global provider of maintenance services and transaction technology solutions. Combined with one of the nation’s largest customer service organizations offering standard and customized maintenance coverage, 24/7/365 phone technical support, and project management, Burroughs takes pride in delivering flexible solutions for financial institutions, ISOs, and retailers.
CNS Inc.
Booth #501 www.cns-company.com
CNS is a leader in providing innovative mobile messaging (alerts and other notifications) for the financial services industry, allowing institutions to generate new business opportunities and reduce operational costs by leveraging the latest technologies to establish a new communication channel with customers.
Corporate America Credit Union Booth #915 www.corpam.org
Corporate America Credit Union is a dedicated, not-for-profit financial cooperative providing core products and services including investments, item processing, asset liability management, branch capture, and more to natural-person credit unions. Corporate America’s member service and competitive products and services demonstrate their commitment to the success of their member credit unions.
Corporate One FCU Booth #601 www.corporateone.coop
Corporate One is a leading wholesale financial services provider to more than 750 of America’s credit unions. With more than $4.2 billion in assets under management, Corporate One offers correspondent services including ATM/debit cards, share draft imaging, and depository and electronic payment services, as well as investment solutions to credit unions across the United States.
KEYNOTE SPEAKER OFFICIAL SPONSOR
Crews & Associates Booth #111 www.crewsfs.com
The investment professionals at Crews & Associates know how to manage and grow money. They have an entire team that works exclusively with credit union investment managers to advise and assist with investment needs. Turn to Crews & Associates for advice you can trust and products you can count on. 56
2013 EXHIBITORS
Highlighted companies indicate LEVERAGE business partners
Daly Initiatives Booth #706
Daly Initiatives is a firm that works with credit unions nationwide to find products to help increase their return-on-investment. These products are backed up by a major life insurance company.
First Carolina Corporate Credit Union Booth #707 www.firstcarolina.org
First Carolina Corporate Credit Union is dedicated to being their members’ primary financial resource, with staff available to serve clients quickly and efficiently. First Carolina Corporate strives to provide members with opportunities for managing liquidity, financial, and payment system services that enable them to compete and prosper in the financial marketplace.
First Empire Securities Booth #1001 www.1empire.com
FES, a full-service broker-dealer, specializes in formulating customized fixed-income solutions that meet the financial needs of credit unions nationwide. Utilizing a team-based approach to managing portfolios, clients partnering with FES receive comprehensive analytics, regulatory guidance, strategic planning, market and product education, among other services.
GreenPath Debt Solutions, Inc. Booth #411 www.greenpath.org
See how a partnership with GreenPath can reduce delinquencies and loan losses, as well as to help educate staff and members in all financial counseling areas. Let GreenPath help improve the bottom line and member wellbeing.
Level5, LLC Booth #600 www.level5.com
Level5 partners exclusively with financial institutions across the country to create and implement successful growth strategies using an integrated five-level process: strategic consulting, real estate, integrated design, construction management, and branding. When implemented through the support or their unmatched industry expertise, results include increased market share, growth, and profitability.
LEAGUE OF SOUTHEASTERN CREDIT UNIONS & AFFILIATES
57
Morgan Stanley
Booth #401 www.morganstanley.com
George Yao, Andrew Rogers, and Gabi Maschmann bring more than 45 years of combined experience servicing credit unions in Alabama and Florida. We advise, help manage, and work with credit unions to maximize investment portfolios, and offer free custodial services to enhance yield and save money.
FRIDAY REGISTRATION BEVERAGE SPONSOR & GOLF TOURNAMENT HOLE SPONSOR
Mortgagebot, LLC Booth #611 www.mortgagebot.com
Mortgagebot, a D&H Company, is the leading provider of online mortgage-origination technology with 1,000 clients nationwide. PowerSite, the unique, integrated-channel platform, automates the mortgage applications, pricing, approvals, and disclosures through every POS channel: Internet, branch, call center, and loan officer.
New York Life Booth #315
The New York Life team collaborates with credit union executives and board members on the education, design, and servicing of executive benefit programs.
OM Financial Group Booth #614 www.omfingroup.com
OM Financial Group provides two employee benefits programs. First, a full suite of executive benefit programs called OM Executive Benefits, which are tailored to meet the needs of the individual credit union and the executive. Second, OM Earnings Enhancement pre-funding, which allows credit unions to pre-fund their employee benefits to reduce their costs.
PDP Group, Inc. Booth #1004 www.pdpgroupinc.com
PDP Group offers title administration, electronic lein and title services, insurance tracking, and document storage and retrieval. PDP also provides private label insurance products, including floor plan insurance. Their offices are located in the United States and Canada.
58
2013 EXHIBITORS
Highlighted companies indicate LEVERAGE business partners
PSCU
Booth #612 www.pscu.com
PSCU supports over 1,500 financial institutions with a complete range of credit, debit, ATM, prepaid, and eCommerce solutions backed by strategic consulting and four 24/7 member service contact centers. Their business model combines relationship building with collaboration and innovation to help clients grow and prosper.
Q2ebanking
Booth #807 www.q2ebanking.com
Q2ebanking is a privately-owned and customer-owned enabling community financial institution with electronic banking software and services. Q2’s solutions were engineered to feature online, mobile, voice, and security on a single platform. Q2 has converted over 300 community banks, credit unions, and resellers to their solutions.
Raymond James
Booth #914 www.raymondjames.com
With more than 40 years of proven performance, Raymond James is well respected for their full-service fixed income expertise. They offer the strength and resources clients require and deliver skillful guidance, unparalleled service, superior products, innovative strategies, and in-depth research. Put the power of Raymond James to work for you today.
Shay Financial Services, Inc. Booth #204 www.shay.com
Shay Financial Services, Inc., a registered broker/dealer and FINRA member, has been helping financial institutions build more profitable balance sheets since 1981. From securities transactions to asset/liability modeling, and from institutional mutual funds to alternative funding strategies, Shay provides financial institutions with an experienced and cost-effective resource for meeting goals.
State National Companies Booth #1005 www.statenational.com
Now is the time for CPI from the specialists, State National. Credit unions focus on growing loans, State National experts focus on protecting them. The choice of CUNA Mutual and successful credit unions nationwide, State National simply offers a better CPI program. See what you’re missing by visiting www.seewhatUaremissing.com.
LEAGUE OF SOUTHEASTERN CREDIT UNIONS & AFFILIATES
59
STS Group
Booth #1121 www.stsgrp.com
STS Group is the Southeast’s leading provider of security equipment and ATMs for financial institutions. Their experienced team of technicians provides unparalleled customer support and is recognized as a trusted advisor by their customers. STS was built by former technicians and their foundation is customer service. The customer is number one.
SWBC
Booth #404 www.swbc.com
Headquartered in San Antonio, Texas, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states.
Volunteer Corporate Credit Union Booth #815 www.volcorp.org
Headquartered in Nashville, Tennessee, VolCorp is a corporate credit union offering a broad range of products and services exclusively to member credit unions. Rooted in conservative operating policies and secured by safe and sound financial management practices, their goal will never change; to be credit unions most valuable resource. HR & PROFESSIONAL DEVELOPMENT
CUES
Booth #507 www.cues.org
CUES is an international membership association dedicated to the education and development of credit union CEOs, directors, and future leaders. Our offerings, from highly acclaimed institutes to an array of online services and progressive strategies solutions, are the premier professional development programs in the credit union industry today.
60
2013 EXHIBITORS
CEO PREVIEW SPONSOR, CEO ROUNDTABLE SPONSOR, & NOTEBOOK ADVERTISER
Highlighted companies indicate LEVERAGE business partners
O’Rourke & Associates Booth #710 www.orourkeconsult.com
O’Rourke & Associates offers a wide range of professional services nationwide exclusively to the credit union industry. Their expertise lies in the areas of CEO and executive recruitment, leadership development, succession planning, and compensation and retention analysis. For more information, contact our industry experts to experience a new generation of services.
Burns-Fazzi, Brock Booth #201 www.bfbbenefit.com
Burns-Fazzi, Brock (BFB) specializes in executive benefits for credit unions. BFB’s core specialties include: executive benefits, benefit liability management, and board long-term care insurance. BFB is the NAFCU services preferred partner for executive compensation and benefit consulting.
Executive Compensation Solutions Booth #213 www.ecs-m.com
Executive Compensation Solutions is a compensation and benefits consulting/ advisory firm exclusively committed to the credit union movement. Through innovative thinking, we design and deliver state-of-the-art benefit and funding ideas to help credit unions recruit, retain, and reward their key value creators. NETWORK SECURITY SERVICES
Pivot Group
Booth #711 www.pivotgroup.com
Pivot Group is the only technology-neutral firm that focuses exclusively on information security and data privacy services. Their independent and objective practice delivers the complete lifecycle of information security audit, assessment, and compliance services that meet the specific business, resource, and regulatory requirements of credit unions.
LEAGUE OF SOUTHEASTERN CREDIT UNIONS & AFFILIATES
61
LEGAL SERVICES
Vernis & Bowling Booth #904 www.national-law.com
Vernis & Bowling provides cost-effective, local and regional legal representation to credit unions, insurance companies, self-insureds, and governmental entities.
Williams, Gautier, Gwynn, DeLoach & Sorenson, P.A. Booth #304 www.williamsgautier.com
The law firm of Williams, Gautier, Gwynn, DeLoach & Sorenson, P.A., is located in Tallahassee, Florida. The firm provides credit unions through Alabama, Florida, and Georgia with legal services in the areas of corporate law, contract negotiations, regulatory compliance, employment issues, management consulting, collections, and bankruptcy. LENDING
CU Members Mortgage Booth #405 www.homeloancu.com
CU Members Mortgage is the premier provider of complete mortgage solutions for members of more than 1,000 credit unions nationwide. Advanced technology, customized partnership levels, training, and marketing support help credit unions build a strong and secure mortgage department. Call today to find out how we can work together.
SESSION SPONSOR
That’s Life
Booth #507 www.myleverage.com
LEVERAGE’s merchant lending platform links credit unions with businesses in their communities to provide point-of-sale financing to consumers when they need it. This lifestyle lending platform connects local credit unions to high-volume, consumer demand for funding.
62
2013 EXHIBITORS
Highlighted companies indicate LEVERAGE business partners
VINtek, Inc. Booth #613 www.vintek.com
TOTE BAG ADVERTISER VINtek provides technology-based, automotive collateral risk management and cost-reduction services to the automotive finance industry. Specializing in automotive finance lead generation, vehicle title perfection, and collateral management, VINtek has pioneered the use of technology to gain efficiencies and reduce risk associated with the processing and handling of vehicle titles.
Catalyst Corporate Federal Credit Union Booth #310 www.catalystcorp.org
Catalyst is a not-for-profit financial cooperative that provides services to its retail credit union membership. Corporate credit unions are organized for the express purpose of providing low-cost financial services and competitive investment and lending rates to their members/owners. Corporate credit unions exist solely for the benefit of their member credit unions.
CRIF Lending Solutions Booth #900 www.criflendingsolutions.com
No matter the credit union size, CRIF Lending Solutions gives credit unions the tools they need to succeed. CRIF Lending Solutions’ innovative suite of products and services includes CRIF achieve analytics, the CRIF action loan and account origination system, and CRIF select outsourced loan processing, underwriting, and dealer management services.
Evans, Simpson & Associates Booth #913 www.evans-simpson.com
ESA provides quality insurance products, loan tracking, and financial solutions for credit unions and their members. Our offerings include creditor-placed collateral, mortgage and flood insurance, GAP, and mortgage lending solutions. Learn why leading credit unions have partnered with ESA for more than 35 years.
LEAGUE OF SOUTHEASTERN CREDIT UNIONS & AFFILIATES
63
Integrated Lending Technology Booth #907 www.iltech.us
ILT offers innovative technology for the lending industry. Its most widely used product is Dealer Indirect Lending and Leasing System™ (DILLS™), a complete webbased system for managing the automotive indirect lending process. ILT also offers Professional Indirect Lending System,™ (PILS®), which automates and simplifies lifestyle and other types of unsecured lending.
IWS
Booth #210 www.iwsgroup.com
IWS is a leading provider of VSA/MBI protection and GAP to credit unions, nationwide, responding to member needs by offering peace-of-mind that goes beyond the actual product to include service after the sale. Specialized value-based training programs can help credit union partners become successful in all areas of their business.
Koger & Williams Companies, LLC Booth #902 www.kwclending.com
Credit union-controlled indirect lending since 1989, Koger & Williams Companies provide services for credit unions nationwide as indirect lending consultants delivering NCUA compliance and auditing standards for both existing and start-up indirect lending programs. They furnish all necessary policy/procedure to enhance I/L yield.
MeridianLink
Booth #500 www.meridianlink.com
MeridianLink is a leading provider of enterprise business solutions for the credit union industry. With LoansPQ and XpressAccounts, they offer the industry’s first fully-automated, multi-channel account opening and loan origination platform. They provide real-time, cross-sell 100 percent paperless workflow, dynamic document engine, and integration to over 150 third party vendors.
South Carolina Financial Solutions, LLC Booth #202 www.scfinancialsolutions.org
South Carolina Financial Solutions, a member of the South Carolina Federal Credit Union family of service organizations, offers diverse solutions to meet business needs. While embracing the philosophy of “people helping people,” each specialized solution brings experienced professionals who will enhance business’ functionality, agility, and processes.
64
2013 EXHIBITORS
Highlighted companies indicate LEVERAGE business partners
XtraCash, LLC
Booth #1013 www.xtracashllc.com
XtraCash, a credit union-owned company, is a premier provider of short-term lending solutions for credit unions. They help credit unions retain those members that are going elsewhere for their financial needs by providing lower-cost, short-term loans for their members. XtraCash assumes liability on the loans and for all loan losses. MARKETING SERVICES
Andera
Booth #703 www.andera.com
Andera is a software-as-a-service company that is changing the way financial institutions interact with their members. Today, hundreds of banks and credit unions across the country are using this technology to originate deposit accounts and loans online, in the branch, over the phone, and in the field.
BancVue
Booth #206 www.bancvue.com
BancVue速 provides innovative products, marketing, and consulting to community financial institutions, nationwide. With media impact that rivals the megabanks, its national brand Kasasa速 helps increase new account openings, profitability, noninterest income, and retention. To date, Kasasa速 has attracted more than 350,000 new accounts and generated over $85 million in non-interest income.
Harland Clarke
Booth #1010 www.harlandclarke.com
Harland Clarke is a leading provider of best-in-class integrated payment solutions, marketing services, security services, and retail products. Within the payment solutions business, Harland Clarke serves approximately 11,000 banks and credit unions.
Print Resources, Inc. Booth #413 www.printresourcesinc.com
Print Resources, Inc., is a full-service graphic design and print solutions provider. Our product group includes accounting and operational forms, commercial printing, electronic/digital printing, marketing materials, and promotional products; all designed to support credit union operations and promote credit union growth.
GOLF TOURNAMENT HOLE SPONSOR
LEAGUE OF SOUTHEASTERN CREDIT UNIONS & AFFILIATES
65
The Pod Advertising Booth #314 www.thepodadvertising.com
TPRB Advertising Booth #602 www.tprbadvertising.com
TPRB Advertising, headquartered in Houston, provides strategic branding, image research, public relations, marketing, and advertising, plus MCIF and member segmentation analytics, and financial product design. With, collectively, 50 years financial services advertising, the principles at TPRB Advertising combine world-class creative experience with real-world financial services marketing expertise. MORTGAGE SERVICES
Calyx Software
Booth #803 www.calyxsoftware.com
More mortgage professionals choose Calyx Software as their mortgage lending platform than any other system. Calyx has become the clear industry leader by helping clients maximize profitability through the use of high-performance, affordable software solutions that streamline and optimize compliant loan processes from within one system of record.
Mortgage Computer Booth #113 www.mcoffice.com
Mortgage Computer offers a total, end-to-end, web-based real estate lending software system from a 24/7 loan application through processing, underwriting, closing, funding, secondary market, servicing, escrows, construction, commercial, and HELOC’s, offering the sophistication and experience needed in today’s work place.
myCUmortgage
Booth #1003 www.mycumortgage.com
myCUmortgage helps credit unions provide quality, cost-efficient, mortgage products to members. Because they are owned and operated by a credit union, their focus centers on credit unions and the philosophy of “people before profits.” Accordingly, their processes are customized for credit unions and their members instead of maximizing myCUmortgage profits.
66
2013 EXHIBITORS
Highlighted companies indicate LEVERAGE business partners
Nationwide Appraisal Network Booth #403 www.nationwide-appraisal.com
Nationwide Appraisal Network provides premiere appraisal management services in all 50 states. Their philosophy is built around the idea of creating partnerships with lender clients and acting as a reference point and helping hand to their panel of thousands of professional appraisers.
TraxFinancial
Booth #1125 www.TraxFinancial.com
TraxFinancial is a comprehensive loan servicing company that provides professional services to small and mid-size lending institutions, as well as private investors. In addition to residential and commercial loan servicing (performing and nonperforming), Trax specializes in REO management and disposition, property preservation, fraud prevention and loss share consulting. OPERATIONAL SERVICES
Office Depot
Both #506 www.business.officedepot.com
Office Depot provides office supplies, technology products, furniture, breakroom supplies, as well as copy and print services by means of a dedicated sales force, through catalogs and electronically through the Internet. Office Depot offers more than 15,000 products to choose from, and more savings than any other program!
SESSION SPONSOR
3si Security Systems Booth #107 www.3sisecurity.com
3si Security Systems is the world leader in asset protection systems designed to recover stolen cases, high value assets, apprehend criminials, and deter crime. Innovative solutions combat crime through GPS tracking, as well as dye and ink staining technology.
LEAGUE OF SOUTHEASTERN CREDIT UNIONS & AFFILIATES
67
Adapt Telephony Services, LLC Booth #414 www.teamadapt.com
Adapt provides all-in-one VoIP communication systems for credit unions with disaster recovery. No multipoint servers are required. Extensive core integration provides over 85 credit unions with screen pops, in-queue balance announcements, IVR with speech, multimedia contact center, enterprise IP telephony, and voicemail.
Bluepoint Solutions Booth #905 www.bluepointsolutions.com
Bluepoint Solutions provides end-to-end payment processing and content management solutions to community financial institutions. More than 1,400 credit unions and community banks, nationwide, have deployed its enterprise technology, including the largest corporate credit unions and CUSOs in the country.
Consolidated Banking Services Booth #415 www.cbs-i.com
CBSi is dedicated to providing the best service and sales in Alabama, Florida, and Georgia for traditional and electronic security. CBSi technicians can handle all makes and models of vault, drive-up, DVR, cameras, alarm, and access control. CBSi is a partner that helps credit unions grow!
CU Solutions Group Booth #504 www.cusolutionsgroup.com
CU Solutions Group (CUSG), formerly CU Village, is a CUSO that serves the credit union industry nationwide by offering essential solutions in four key areas: marketing, technology, membership enhancements, and performance management. All four divisions take a comprehensive approach to help credit unions grow, expand, and serve their members.
Legacy Member Services Booth #212 www.legacymemberservices.com
Legacy Member Services is a full service provider of checks and check-related products, serving credit unions nationwide. Their mission is focused on offering a complete line of personal and business items designed to meet the needs of the members.
68
2013 EXHIBITORS
Highlighted companies indicate LEVERAGE business partners
MRS Express Mail Booth #302 www.mrsmailexpress.com
MRS Mail Express has been in the statement processing industry for nearly 20 years. They can save credit unions time and money on print and electronic statements, invoices, collection letters, notices, tax forms, marketing inserts, and more. Their secure processing, fast turnaround, and personalized service will increase the bottom line.
MVi
Booth #801 www.mviusa.com
MVi provides electronic content management and imaging systems that streamline operations and improve member service using workflow and automated processes. Features include: e-signatures for documents, Check 21 and mobile banking, reports to PDF, and web access to member documents including secure e-vault options. MVi also specializes in virtual machine environments.
Palmetto Cooperative Services & PCSI Booth #906 www.trypcsi.com
Founded in 1969, Palmetto Cooperative Services, LLC, is a credit union service organization (CUSO) that provides support services to credit unions. Pioneers of share draft processing and Check 21 imaging systems, for more than 40 years PCS has been a recognized leader in statement/notice printing and electronic services.
LEAGUE OF SOUTHEASTERN CREDIT UNIONS & AFFILIATES
69
PURCHASING STRATEGIES
Ventelligence
Booth #507 www.ventelligence.com
LEVERAGE is redefining the traditional purchasing process with new strategies designed to leverage credit union buying power through an innovative ePurchasing platform, powered by Ventelligence. From the savviest buyer to the novice, this platform is suited for credit unions of all sizes and leads to an average immediate savings of more than 20% in the first year.
Maple Street Inc. Booth #1012 www.maplestreetinc.com
Maple Street provides complete vendor management services to financial institutions, helping their clients reduce expenses, improve vendor performance, and meet regulatory requirements by delivering quality outsourced contract management, vendor management, and negotiation services. Maple Street guarantees it will find contracts where a credit union is spending more than it should.
Thank You to All Our Sponsors & Exhibitors for Making This Year’s AC&E a Premier Event!
70
2013 EXHIBITORS
Highlighted companies indicate LEVERAGE business partners