LEVERAGE
Booth #507 www.myleverage.com Hotel Key Cards & 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.
Barfield, Murphy, Shank & Smith Booth #712 www.bmss.com
Our credit union practice group provides a full range of compliance services. Opinion audits, bank secrecy act exams, loan review, and other consulting services. We are an alliance member of the BDO Seidman Alliance of Accounting firms. We are a privately-owned CPA firm located in Birmingham, Alabama.
CliftonLarsonAllen, LLP Booth #906 www.cliftonlarsonallen.com
CliftonLarsonAllen, the nation’s leading credit union CPA and consulting firm, has more than 3,600 professionals serving clients in a number of industries including credit unions. The firm offers a full range of services, including; opinion audits, agreed-upon procedures, regulatory compliance, lending, valuation, consulting, and technology. 888-CPA-FIRM
Highlighted companies indicate Leverage business partners
League of Southeastern Credit Unions
53
Doeren Mayhew Booth #411 www.doeren.com
Doeren Mayhew’s financial institutions group has serviced hundreds of credit unions for over 35 years; performing certified audits, internal audits, information technology assurance services, regulatory compliance, mergers and acquisitions, strategic planning, and lending reviews.
Hospitality Suite Sponsor
Hutto & Carver, P.A. Booth #306 www.huttocarvercpa.com
Hutto & Carver, P.A. specializes in providing audit and related services to the credit union industry. Our mission is to meet the auditing and consulting needs of credit unions with an exceptional level of client service. We are structured and staffed to provide audit services which are efficient, cost-effective, and prompt results.
NCUA/Office of Small Credit Union Initiatives Booth #613 www.ncua.gov
The Office of Small Credit Union Initiatives was formed to foster credit union development and their effective delivery of financial services, facilitate expansion of credit union services through new charters and field of membership expansions, and coordinate efforts with third-party organizations to improve the viability and successful operation of credit unions.
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 #301 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.
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2012 Exhibitors
Highlighted companies indicate Leverage business partners
Automotive
NADA Used Car Guide Booth #315 www.nada.com/b2b
NADA Used Car Guide is the industry leader in vehicle valuation data and information available through a robust set of products that deliver in a timely and clear manner. Our products include guides, customized data, integrated solutions, and expert analysis.
Grand Prize Official Sponsor
American Recovery Service Booth #612 www.pkwillis.com
American Recovery Service (ARS) is the original national automotive repossession servicing, skip tracing, and LPR provider (25,000+ recovered with DRN); with more than 900 agents and $2B in assets recovered in the past 18 months. Every three minutes, all-day-every-day, ARS repossesses a vehicle somewhere in the U.S.
GE, Manheim, CU Direct Booth #215
CUDL provides flexible, affordable and convenient vehicle lending and sales solutions, including asset disposition services delivered through alliances with GE Capital and Manheim.
Dinner, Entertainment, & Silent Auction Official Sponsor
OPENLANE
Booth #805 www.openlane.com
OPENLANE is a leading online auction company in North America for automotive dealers to buy and sell wholesale vehicles. For more information, visit our website or call 866.969.0321.
PDP Group, Inc. Booth #914 www.pdpgroupinc.com
PDP is an outsourcing solution for the automotive finance industry. We provide comprehensive title administration and storage, electronic lien and title services, as well as insurance tracking and claims services. In addition, PDP customizes floor plan and substitute vehicle insurance programs for banks and captives.
Highlighted companies indicate Leverage business partners
League of Southeastern Credit Unions
55
Route 66 Extended Warranty Booth #706 www.route66warranty.com
Route 66 is the most comprehensive extended warranty coverage for all makes and models of vehicles. 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.
CastleGarde, Inc. Booth #1121 www.castlegarde.com
CastleGarde is an acknowledged expert provider of information security services specializing in information security and regulatory compliance for credit unions. Focusing on NCUA Reg 748 Appendix A&B, services include; information security policy/procedures, internal/external vulnerability assessments/penetration testing, physical security assessments, BSA audits, website compliance reviews, general controls reviews, and BCP.
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2012 Exhibitors
Highlighted companies indicate Leverage business partners
Maple Street, Inc. Booth #1005 www.maplestreetinc.com
We provide complete vendor management services to financial institutions, helping our 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 your organization is spending more than it should. 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, Registration Beverage Sponsor, & Door Hanger 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.
Absolute Financial Booth #1004 www.afsiatms.com
Absolute Financial is a full-service provider of banking equipment, specializing in fully refurbished or new ATMs. We provide financial institutions with complete solutions for ATM projects. We also provide self-service coin counters, teller cash dispenser, cash recyclers, pin encoders, kiosks, surrounds, and other associated financial equipment and services.
Highlighted companies indicate Leverage business partners
League of Southeastern Credit Unions
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Allpoint Network
Booth #714 www.allpointnetwork.com
Allpoint, the largest surcharge-free ATM network, maintains a network of over 43,000 ATMs in leading national and regional merchant locations across the United States, Mexico, United Kingdom, and Australia. Allpoint provides issuers with a widereaching, conveniently-located, surcharge-free network, helping those institutions attract, win, and retain cardholders.
Bradford-Scott Data Corporation Booth #701 www.bradfordscott.com/credit.php
Bradford-Scott Data delivers the Sharetec System, an advanced core data processing solution enabling hundreds of credit unions to better reach their goals and serve their members through powerful technologies. In addition to offering both in-house and online environments, Bradford-Scott provides revenue tools to significantly increase non-interest income.
CFS, Inc.
Booth #402 www.cfssolutions.com
We provide check imaging software to credit unions that include branch capture, mobile capture, merchant capture, data center, and ATMs. For information on low cost check capture solutions for credit unions, visit www.capture21.org.
Card Services for Credit Unions/FIS Booth #213 www.cscu.net
CSCU is the credit union industry’s advocate, partner and leader in total payment solutions. Created by credit unions, we are driven by the principles that guide the industry. Working exclusively with credit unions, we provide a customized, holistic offering that maximizes value for credit unions and their members.
CashTrans
Booth #205 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, turn-key ATM outsourced solutions, and a complete service program including on-site and off-site technical assistance. *Nautilus Hyosung, Triton, Hantle, and other ATM and branch equipment.
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2012 Exhibitors
Highlighted companies indicate Leverage business partners
Columbus Data Services Booth #804 www.columbusdata.net
CDS is a recognized leader in the electronic payments industry. CDS is committed to providing a better client experience with state-of-the-art ATM processing services, ATM/debit card processing, prepaid card programs, and merchant processing. We work to ensure your programs are competitive and meet the needs of your members.
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-of-sale (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.
Exhibit Hall Exchange CEO Preview Presenting Sponsor & Golf Tournament Beverage Cart Sponsor Advertiser
FedComp, Inc. Booth #810 www.fedcomp.com
Credit union data processing systems, hosted applications, and the VirtualCU family of web-based products, FedComp delivers on its commitment for powerful yet easyto-deploy and -use solutions.
FedCorp
Booth #800 www.fedcorpatm.com
FedCorp sells, services, and processes ATM machines through a turnkey ATM program. We provide fully outsourced services, including armored car services.
Fiserv Solutions 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 our clients. Fiserv drives innovations that transform experiences for more than 16,000 clients worldwide.
Highlighted companies indicate Leverage business partners
Registration Beverage Sponsor
League of Southeastern Credit Unions
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Florida Credit Union Shared Services, Inc. Booth #513 www.cuscfl.com
FCUSS electronically links credit unions to more than 4,900 share 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 Exchange Official Sponsor & Continental Breakfast Sponsor
Glory (U.S.A.), Inc. Booth #415 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 US financial institutions and credit unions.
PSCU Financial Services Booth #700 www.pscufs.com
The nation’s largest CUSO serves over 1,500 financial institutions with a complete range of credit, debit, ATM, prepaid, and eCommerce solutions backed by strategic consulting and 24/7 member service contact centers. Our business model integrates proactive attention to clients’ needs with a collaborative approach to innovation and product development.
Tote Bag Sponsor
Pulse
Booth #705 www.pulsenetwork.com
Pulse, a leading debit/ATM network, serves more than 4,400 financial institutions across the U.S. Pulse links cardholders with ATMs and POS terminals nationwide, and provides worldwide cash access for Diners Club and Discover cardholders through hundreds of thousands of ATM locations.
Savage Consulting Group Booth #913 www.savagecg.com
With more than 25 years of experience, Savage Consulting Group offers consulting services covering all aspects of electronic payments. Our expertise includes: ATM, debit, and credit card operations, card program profitability, network and processor selection, and project management.
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2012 Exhibitors
Highlighted companies indicate Leverage business partners
Symitar
Booth #201 www.symitar.com
Symitar combines proven core processing with robust complementary solutions, enabling us to meet the needs of any credit union. We 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.
Talaris
Booth #303 www.talaris.com
Talaris offers the most complete line of cash recyclers, cash dispensers, lobby coin counters, traditional coin counters, and currency counters; providing local, factorydirect sales and service throughout Florida, Alabama, and the United States.
Visa, Inc.
Booth #405 www.visa.com
Visa global payments technology connects consumers, businesses, financial institutions, and governments in more than 200 countries and territories to fast, secure, and reliable digital currency. Visanet’s advanced processing networks are capable of handling more than 10,000 transactions a second, with fraud protection for consumers and guaranteed payment for merchants.
VSoft Corporation Booth #206 www.vsoftcorp.com
VSoft Corporation offers core and payment-processing solutions that improve service, reduce cost, and maximize efficiency for 1900+ financial institutions worldwide. Its solutions provide seamless, real-time, high-volume, and highperformance transactions across multiple channels and can be delivered in-house or as an outsourced ASP model to best fit the needs of individual financial institutions. 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 U.S. Established in 1986, headquartered in Duluth, Georgia, CBI offers facility design, interior design and construction, as well as branding and retail delivery services.
Highlighted companies indicate Leverage business partners
League of Southeastern Credit Unions
61
Financial Facilities, Inc. Booth #407 www.financialfacilitiesinc.com
Providing professional services tailored to meet your individual facility needs by guiding all project participants through each phase of the construction process.
Florida Concepts, Inc. Booth #312 www.floridaconceptsinc.com
A single-source, turnkey plan-design-build company that has been assisting credit unions with facilities exclusively since 1976. Specifically, our areas of expertise include: feasibility studies, site identification/planning/acquisition, facilities design, project management, interior space planning and design, retail marketing, remodeling of existing facilities, and store-front build outs.
Labarre Associates, Inc. Booth #202 www.labarre-inc.com
Labarre Associates, Inc. is a diversified organization that offers facilities, architecture, construction, and real estate services. We provide practical, high-quality, and cost-effective services from site acquisition to design, to construction to facility management. Our divisions operate together, or independently, to provide “One Source, One Solution� for your building needs.
Level5, LLC Booth #414 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 of our unmatched industry expertise, results in increased market share, growth, and profitability are seen.
North American Buildings, Inc. Booth#905 www.nabsinc.com
North American Buildings designs credit union buildings and utilizes prebuilt sections and on site construction to provide a quality constructed building at a reasonable investment cost. Turn-key from design the floor plan to the completed project. Designed floor plan, elevations, and plot plan with a guaranteed price with no up-front cost.
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2012 Exhibitors
Highlighted companies indicate Leverage business partners
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.
Continental Breakfast Sponsor & Notebook Advertiser
John M. Floyd & Associates Booth #404 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.
Vining Sparks
Booth #512 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
Accolade Investment Advisory, LLC Booth #605 www.accoladeadvisory.com
Accolade provides an assortment of investment advisory services.
Allied Solutions
Booth #101 www.alliedsolutions.net
Allied Solutions is one of the largest independently operated providers of insurance, lending, and marketing products and services to credit unions. We provide 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. Highlighted companies indicate Leverage business partners
League of Southeastern Credit Unions
63
AloStar Bank of Commerce Booth# 911 www.alostarbank.com
AloStar Bank of Commerce provides a full slate of correspondent services. From clearing to investments, strategic balance sheet management, to portfolio analysis, we strive to be proactive partners with our institutions. Our goal is to strengthen the financial institutions that help grow America.
American Share Insurance/Excess Share Insurance Booth #310 www.americanshare.com | www.excessshare.com
American Share Insurance (ASI) is the nation’s leading provider of private share insurance for state-chartered credit unions. Excess share insurance is also available to both state- and federally-chartered credit unions through ASI’s subsidiary, Excess Share Insurance Corporation (ESI).
Tote Bag Advertiser
The Baker Group Booth# 1006 www.gobaker.com
The Baker Group is one of the nation’s largest independentlyowned securities firms specializing in investment portfolio management for community financial institutions. Since 1979, our proven approach of total resource integration utilizes software and products developed by Baker’s Software Solutions combined with the firm’s investment experience and advice.
GOLF HOLE SPONSOR
Catalyst Corporate Federal Credit Union Booth #900 www.catalystcorp.org
Catalyst Corporate FCU is the new organization built on the best of Southwest Corporate FCU and Georgia Corporate FCU. Catalyst Corporate offers credit unions a slate of financial services designed around efficiency including item processing and remote deposit capture, balance sheet management, electronic payments and correspondent, and lending investment services.
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2012 Exhibitors
Highlighted companies indicate Leverage business partners
CNSC, LLC
Booth# 907 www.chargenotification.com
CNSC LLS, a company founded by subject matter experts in the card industry, focuses on developing a real-time SMS messaging strategy including business process improvements. This proprietary and patented platform improves/redesigns all your business processes, increasing profitability and improving your overall cardholder’s experience.
Corporate America Credit Union Booth #715 www.corpam.org
Corporate America Credit Union is a dedicated, not-for-profit, financial cooperative providing core products and services including, item processing, asset liability management, branch capture, and more to natural person credit unions. Our customer service and competitive products and services demonstrate our commitment to the success of our 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 union across the U.S.
Keynote Speakers Official Sponsor
Daly Initiatives Booth #207
Daly Initiatives is a firm that finds products that will increase a credit union’s return on investment. This is a product that has high guarantees for credit unions, backed up by a major insurance company.
Highlighted companies indicate Leverage business partners
League of Southeastern Credit Unions
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First Carolina Corporate Credit Union Booth #1003 www.firstcarolina.org
First Carolina Corporate Credit Union is dedicated to being our member’s primary financial resource. Our staff is available to serve you quickly and efficiently. We strive to provide members with opportunities for managing liquidity, financial 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, to ensure future growth and success.
GreenPath, Inc. Booth #713 www.greenpath.com
GreenPath is a nationwide, not-for-profit providing credit unions with proactive financial education and counseling programs to help members pay down debt more quickly, reduce fees and interest, and manage money more effectively, helping members achieve their financial goals.
Members Access Pacific Booth #600 www.mapacific.com
As the nation’s only aggregator of the Visa debit processing service platform for credit unions, Member Access Pacific is in the forefront of providing industry-leading products and services to credit unions. MAP provides client credit unions the unique opportunity to leverage technology, security, and service of Visa for their members.
Morgan Stanley Smith Barney Booth #401 www.mssb.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.
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2012 Exhibitors
Registration Beverage Sponsor & Golf Tournament Hole Sponsor
Highlighted companies indicate Leverage business partners
PFP Services
Booth #307 www.pfpservices.com
PFP offers an exclusive marketing program that increases membership and crosssells credit union products and services while generating non-interest income. We work exclusively with credit unions to reach members directly in the lobby, at your SEG’s, and through the call center.
Palmetto Cooperative Services, LLC Booth #210 www.palmettocoop.com
Founded in 1969, Palmetto Cooperative Services is a credit union 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.
State National Companies Booth #803 www.statenational.com
Get more portfolio protection with collateral protection insurance from the specialist. The choice of CUNA Mutual and successful credit unions nationwide, State National offers larger claims settlements, unmatched service, and technology with a program backed by our “A” (Excellent) rated insurance carrier. See what’s possible with State National’s CPI.
SWBC
Booth #300 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.
Velocity Solutions Booth #703 www.myvelocity.com
Velocity Solutions offers comprehensive solutions designed to drive new accounts, generate more revenue, and reduce non-interest expenses. Our solutions include transaction account strategies, fee income enhancement, retail account product design, and account acquisition programs. With nearly five million accounts under management, we are the leading provider of revenue enhancement strategies for financial institutions.
Highlighted companies indicate Leverage business partners
League of Southeastern Credit Unions
67
HR & Professional Development
Corporate Business Solutions Booth #500 www.cbshro.com
CBS makes payroll, benefits, and HR a less painful process, allowing clients to focus on more strategic initiatives. Our HRIS web-based cloud solution provides seamless integration with virtually any other system. There is no investment or long-term commitment in hardware, software, or services. We partner with your HR team to combine exceptional service with state-of-the-art technology.
SESSION SPONSOR
Landrum Professional Employer Services Booth #1013 www.landrumprofessional.com
Landrum Professional serves as an offsite human resources department for credit unions. We help our clients control benefit costs and expand benefit options for their employees. We also put in place strategies to help ensure the credit union is protected from employment-related liability.
O’Rourke & Associates Booth #503 www.orourkeconsult.com
O’Rourke & Associates offers a wide range of professional services nationwide exclusively to the credit union industry. 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 #111 www.bfbbenefit.com
Burns-Fazzi, Brock (BFB), specializes in benefits for credit union executives and their boards. BFB’s core specialties include: executive benefits, benefit liability management, and board long-term care insurance, and is the NAFCU services preferred partner for these services.
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2012 Exhibitors
Highlighted companies indicate Leverage business partners
CUES
Booth #302 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.
Executive Compensation Solutions Booth #304 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.
OM Financial Group Booth #614 www.omfingroup.com
OM Financial Group provides two employee benefit programs. 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, and OM Pre-Funding Benefits which allows credit unions to pre-fund their employee benefits to reduce their costs.
Trust Data Solutions Booth# 103 www.trustdatasolutions.com
Trust Data Solutions software applications help service more than 11.5 million members in over 230 credit unions across 43 states. Our cloud-based platform (ORBE) applications increase productivity, flexibility, and reliability. ORBE software enhancements are made frequently and are immediately available the moment you login. Security enhancements, new features, and improved functionality appear instantly.
Highlighted companies indicate Leverage business partners
League of Southeastern Credit Unions
69
Information Security
Pivot Group
Booth #710 www.pivotgroup.com
Pivot Group, a technology neutral firm, focuses exclusively on information security and data privacy services. Our independent and objective consultant-based practice delivers the complete life cycle of information security and data privacy audit, assessment, and compliance services that meet the specific business and resource requirements of your credit union.
STS Group
Booth #113 www.stsgrp.com
STS Group is a leading provider of security and customer convenience equipment to financial institutions in Alabama, Georgia, Tennessee, and the Florida Panhandle. Company Founder and President, Scott Couch, built STS Group with two defining principles in mind: an unparalleled commitment to customer service and outstanding technical capabilities. Legal Services
Brock & Scott, PLLC Booth# 1010 www.brockandscott.com
Brock and Scott offers comprehensive default services from title curative to appellate representation and everything in between. We cover the entire sunshine state from our offices in Fort Lauderdale, Orlando, Jacksonville, and Tallahassee. Thinking outside the box to bring about the quickest resolution for our clients is our primary goal.
Williams, Gautier, Gwynn, DeLoach & Sorenson, P.A. Booth #212 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.
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2012 Exhibitors
Highlighted companies indicate Leverage business partners
Lending
CU Members Mortgage Booth #403 www.homeloancu.com
The premier provider of complete mortgage solutions for members of more than 1,000 credit unions nationwide, CU Members Mortgage offers advanced technology, customized partnership levels, training, and marketing support to help you build a strong and secure mortgage department.
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.
Calyx Software
Booth #1012 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 our clients maximize profitability through use of high-performance, affordable software solutions that streamline and optimize compliant loan processes from within one system of record.
CBCInnovis
Booth #203 www.cbcinnovis.com
CBCInnovis has created a simple, accurate process for your flood zone determination needs. With 100% digitization, you can be assured of efficient, reliable results. We provide quick and accurate flood determinations nationwide with a steadfast focus on customer satisfaction. We earn your business and trust by providing unparalleled customer care.
Highlighted companies indicate Leverage business partners
League of Southeastern Credit Unions
71
Cosmopolitan Title Agency Booth #1007 www.cosmotitle.com
A national title company serving 44 states with one contact point.
CRIF Lending Solutions Booth #802 www.criflendingsolutions.com
CRIF Lending Solutions, comprised of Aimbridge, APPRO, Cypress, FLS, Magnum, and TERES, serves 650 of the nation’s most successful banks, credit unions, finance companies, and credit card processors. Ranging from loan origination and business process outsourcing to analytics and account opening, our solutions increase our clients’ performance, processes, and profits. CRIF is also the platform utilized by LEVERAGE for their merchant lending program.
Evans, Simpson & Associates Booth #711 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.
Intercontinental Warranty Services Booth #815 www.iwsgroup.com
IWS is a leading provider of VSA/MBI protections, GAP, and CPI to credit unions nationwide, responding to member’s 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 Booth #904 www.kwclending.com
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 programs. We furnish the necessary policy/ procedures and business plan along with yield and statistical data to determine profitability of such programs.
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2012 Exhibitors
Highlighted companies indicate Leverage business partners
MeridianLink Booth #602 www.loanspq.com
MeridianLink is a leading provider of enterprise business solutions for the credit union industry. With LoansPQ and XpressAccounts, we offer the industry’s first fully-automated, multi-channel account opening and loan origination platform. We provide real-time cross sell 100% paperless workflow, dynamic document engine, and integration to more than 150 third party vendors.
Mortgagebot, LLC Booth #406 www.mortgagebot.com
Mortgagebot, a D&H Company, is the leading provider of online mortgageorigination technology with 1,000 clients nationwide. PowerSite, the unique, integrated-channel platforms, automates the mortgage applications, pricing, approvals, and disclosures through every POS channel, Internet, branch, call center, or loan officer.
The Small Business Authority Booth #707 www.thesba.com
The Small Business Authority is a brand of Newtek Business Services Inc. (NASDAQ:NEWT), and has been in business for more than 13 years, servicing over 100,000 business accounts in all 50 states. The brand has been established to provide real-time, state-of-the-art content and business services to become the destination for small-business owners across the U.S.
Twenty Twenty Analytics Booth #514 www.twentytwentyanalytics.com
Twenty Twenty Analytics specializes in providing credit unions with customized multi-dimensional loan portfolio risk analysis, which includes real estate and automobile collateral valuation. Our teams of specialized analysts have evaluated more than $100 billion in loans and provided credit unions specific feedback and recommendations for policies, strategies, and growth opportunities.
Highlighted companies indicate Leverage business partners
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Visible Equity
Booth #400 www.visibleequity.com
Visible Equity’s loan portfolio analytics is an easy-to-use, web-based software application used by financial institutions to identify, measure, and monitor the credit risk in their loan portfolio(s), including ongoing collateral valuations, concentration risk analysis, expected loss, and ALLL modeling, probability of default calculations, stress testing, and much more.
XtraCash
Booth #107 www.xtracashllc.com
XtraCash is a premier provider of short-term lending solutions. Our CUSO helps your credit union retain those members that are going elsewhere for their financial needs. XtraCash assumes 100% of the risk. Marketing Services
Brown & Bigelow, Inc. Booth #611 www.brownandbigelow.com
Brown & Bigelow is one of the nation’s oldest, and largest, promotional products and services agencies. We provide logoed corporate wearables and uniforms, imprinted promotional items, advertising calendars, recognition and incentive merchandise, as well as awards and corporate gifts.
Ensemble
Booth #615 www.cuensemble.com
Ensemble is an online print and marketing portal. We follow the cooperative nature of credit unions by grouping your print jobs together in order to offer you the lowest prices possible. Therefore, by printing through Ensemble, you are also helping your fellow credit unions achieve lower printing costs.
FlexDigital
Booth #211 www.flexdigital.com
FlexDigital provides direct mail marketing, mailing services, digital printing, creative development, and web marketing solutions. We have a full-service mailhouse which includes statement processing, digital print-on-demand, variable data printing, intelligent barcode processing, disaster recovery data operations, as well as award-winning creative services, software, and application development, web design and website hosting. 74
2012 Exhibitors
Highlighted companies indicate Leverage business partners
Harland Clarke
Booth #214 www.harlandclarke.com
Harland Clarke is a leading provider of best-in-class integrated payment solutions, marketing services, security services, and retail products. We provide integrated solutions for financial institutions; investment firms; business-to-business clients; individual consumers; and small, medium, and large businesses serving multiple industries.
OMI
Booth #501 www.omi.co
OMI provides a single platform for creating, managing, and measuring customer communications through marketing promotions, email marketing, and social media presence by utilizing daily, weekly, and monthly transaction communications as focal points to increase brand loyalty to the organization. Every member interaction is an opportunity.
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
ThinkCreative
Booth #311 www.thinkcreative.com
ThinkCreative is a unique blend of resourceful, strategic thinkers with a proven track record of success. To most, we’re a think tank, a brain trust, a consortium of marketing minds...to all, we’re a group that energizes those we work with and provides the fresh perspective and methodical implementation to make positive change happen. Are you ready to ThinkCreative?
Highlighted companies indicate Leverage business partners
Mobile Website Developer & Official Sponsor, Cyber CafĂŠ Presenting Sponsor, & Notebook Advertiser
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Operational Services
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.
Business Data, Inc. Booth #704 www.businessdatainc.com
BDI is the leading provider of next generation statement processing solutions for the credit union industry. BDI delivers flexible and reliable document design capabilities for statements, eStatements, eNotices, tax compliance, and graphic marketing promotions. BDI’s dedication to customer service, reducing costs, and maximizing targeted member communications, is what makes our work stand out.
Legacy Member Services Booth #305 www.legacymemberservices.com
Legacy Member Services is a full-service provider of checks and transaction-related products for credit unions nationwide.
MnIPC
Booth #807 www.mnipc.com
MnIPC leads the way in providing fully integrated, state-of-the-art item processing solutions, including: Check 21 services and mobile deposits. With aggregation of volume and flexible settlement arrangements, MnIPC offers some of the best rates in the county that are backed by more than 30 years of experience and quality service.
MVi
Booth #812 www.mviusa.com
MVi-Millennial Vision, Inc. provides a complete suite of electronic content management including document imaging. Our suite includes: Check 21 processing, laser check printing and capture, loan document capture, paperless receipt technology, photo ID, and COLD report systems. Reduce expenses, improve service, and provide important business continuity solutions with MVi.
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2012 Exhibitors
Highlighted companies indicate Leverage business partners
Southern Financial Systems Corp Booth #806 www.sfscorporation.com
Southern Financial Systems provides hardware and software solutions to optimize cash handling; saving time, improving accuracy and security, and cutting costs.
VINtek, Inc. Booth #105 www.vintek.com
VINtek provides technology-based automotive collateral risk management and costreduction 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. Strategic Buying
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
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.
Highlighted companies indicate Leverage business partners
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