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MINNESOTA CREDIT UNION NETWORK VENDOR INVOLVEMENT PROGRAM 2016 PARTICIPANTS
MINNESOTA CREDIT UNION NETWORKVENDOR INVOLVEMENT PROGRAM
2016 PARTICIPANTS
Table of ContentsIntroduction to V.I.P . .................................................................. 1CUNA Mutual Group ................................................................... 2Alloya Corporate Federal Credit Union ........................................3American Deposit Management .................................................4AmeriCU Mortgage ...................................................................... 5Burns-Fazzi, Brock........................................................................ 6CliftonLarsonAllen ....................................................................... 7CO-OP Financial Services ............................................................. 8CrankyApe.com ........................................................................... 9Credit Union Consulting Group .................................................10CSCU .......................................................................................... 11CUNA Strategic Services ............................................................12Eckberg Lammers ...................................................................... 13Emergent Networks ................................................................... 14First Class Mortgage .................................................................. 15FIS .............................................................................................. 16Forsythe Appraisals .................................................................. 17Great River Office Products .......................................................18KASASA by BancVue ................................................................. 19League Service Corperation (LSC) .............................................20LockNET, Inc. .............................................................................. 21Love My Credit Union Rewards .................................................22LSS Financial Counseling ...........................................................23Marketplace Home Mortgage, LLC ............................................24Metro License Services ..............................................................25MnCUSC Shared Branching .......................................................26MnIPC ........................................................................................ 27NADA Used Car Guide ...............................................................28Oak Tree Business Systems, Inc. ................................................29Office Depot OfficeMax .............................................................30PolicyAid (PoicyWorks) ..............................................................31Repossessors, Inc. ...................................................................... 32SavvyMoney .............................................................................. 33Streamworks ............................................................................. 34Tegretē ....................................................................................... 35The Baker Group ........................................................................ 36Wipfli, LLP .................................................................................. 37
Introduction to V.I.P.The Minnesota Credit Union Network (MnCUN) created its Vendor Involvement Program (V.I.P.) in 2005. V.I.P. provides committed service organizations with an opportunity to work with MnCUN and increase visibility among potential credit union customers. Designed to optimize business relationships with Minnesota’s credit unions, this program combines advertising, Annual Meeting and Fall Leadership Conference packages, and the opportunity to participate in various MnCUN initiatives.
Participants of MnCUN’s Vendor Involvement Program must offerprofessional service, quality products and competitive pricing.These companies must have an understanding of the qualitiesthat make credit unions unique, as well as the importance ofproviding the best service possible to Minnesota’s credit unionmembers.
For more information about the V.I.P. program, and its participants, contact MnCUN Director of Business Development, Kris Jacobsen by email at [email protected] or by calling (651) 288-5515.
*Participation in the V.I.P. program does not constitute an endorsement from MnCUN.
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CUNA Mutual GroupCUNA Mutual Group is the marketing name of CUNA Mutual Holding Company, its affiliates and subsidiaries. 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 Group’s vision is unwavering: To be a trusted business partner that delivers service excellence through customer-focused products and market-driven insight.
Ann K. Hessel(800) 356-2644, ext. 665 [email protected]
www.cunamutual.com
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Alloya Corporate Federal Credit UnionAlloya Corporate Federal Credit Union provides a variety of financial and correspondent products and services to more than 1,400 credit union member owners. In conjunction with its wholly-owned CUSO, Balance Sheet Solutions, LLC, Alloya leverages the power of aggregation to ensure its members remain competitive in today’s marketplace.
Paul DeWyse(888) 236-2677, ext. 3007
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American Deposit Management The American Deposit Management Company is a consulting, treasury management and financial services organization. We provide solutions to companies and financial institutions addressing their cash management obligations. The approach we utilize allows for a more consultative approach giving our clients a fuller relationship with direct access to decision makers. We offer insightful and meaningful solutions that are combined with each clients specific goals and requirements. The American Deposit Management Company offers best in class treasury management services across the United States.
Jacob Stark or Jay Vermeulen(414) 312-5125
[email protected] [email protected]
www.americandeposits.com
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AmeriCU has been helping credit unions maximize mortgage lending opportunities since 1993, with a passion for member service, innovative loan programs and flexible service options. AmeriCU offers a comprehensive partnership approach focused on expanding your credit union’s mortgage offerings to help grow revenues and strengthen relationships.
AmeriCU Mortgage
Mark Bigelow (248) 247-1820
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BFB Gallagher
Liz Santos(703) 400-6751
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BFB Gallagher consults on Executive Benefits, Benefit Liability Management, and Institutional Asset Management. We offer solutions for recruiting, rewarding, and retaining talented executives, including innovative methods for offsetting those costs. BFB designs, implements, and services benefit plans. Our customized solutions ensure federal and state regulatory compliance in meeting your specific needs, from board education and design to implementation and administration.
CliftonLarsonAllen is the leader in providing audit, exempt organization tax, accounting, regulatory compliance, internal audit, information security and consulting services to credit unions. With approximately 300 credit union clients nationwide, CliftonLarsonAllen has one of the strongest credit union audit and consulting practices in the nation and has the ability to serve credit unions across all regions of the United States.
CliftonLarsonAllen
Greg Schwartz(888) 529-2648
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Co-Op Financial ServicesCO-OP Financial Services is the industry leader in access and convenience products for credit unions. With 30 years of credit union service, CO-OP connects credit union members to their accounts through network services, payment processing, e-commerce, CO-OP Shared Branching and call center services. A total of 3,500 member credit unions, 30 million cardholders, nearly 30,000 surcharge-free ATMs, nearly 5,000 shared branch locations and 160 million-plus monthly transactions make CO-OP Financial Services the nation's largest credit union service organization — offering resources that enable deeper member engagement to help credit unions prosper.
Christopher Kruger(800) 782-9042, ext. 2644
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CrankyApe.com
Andy Pearce(763) 316-9438
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CrankyApe.com is a weekly run all-online auction that is focused on generating high returns on specialty repo units. Inventory includes ATV, UTV, Motorcycles, Watercraft, Snowmobiles, RV, Auto/Truck. We provide an all-inclusive service that provides transportation to our auction facility, condition reporting, detailing/cleaning, photos, videos, title processing, description and the auction run
Credit Union Consulting Group
Ryan Ruud(612) 787-2801
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The Credit Union Consulting Group partners with credit unions to develop, launch, and manage modern, measurable member acquisition and engagement strategies. From your website to social media, branch to call center, the Credit Union Consulting Group creates integrated solutions that grow credit unions. Their mission is to connect credit unions, their members and their field of memberships no matter when, where or device.
CSCU
Dave Chojnacki(813) 901-4575
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At Card Services for Credit Unions (CSCU), we understand relationships and what it takes to grow your credit union. Because we’re owned and operated by credit unions, we have the insight and knowledge to stay on the leading edge of the industry. From our comprehensive product suite to our educational and marketing resources, we offer our members everything they need to confidently help their members. So no matter what change occurs, your credit union is prepared to adapt.
CUNA Strategic ServicesCUNA Strategic Services, Inc. provides credit unions with access to high quality products, services and technologies delivered with a competitive advantage made possible through volume pricing and strategic program development. CUNA Strategic Services is jointly owned by Credit Union National Association (CUNA) and the state credit union leagues, including the Minnesota Credit Union Network.
Jessica Hrubes(800) 356-955, ext. 4138
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Eckberg LammersFounded in 1946, Eckberg Lammers is one of the best known law firms in the eastern region of Minneapolis and St. Paul. Our banking and finance practice provides high-quality, cost-effective legal representation to banks and credit unions across Minnesota and Wisconsin.
Kim Pepera(651) 439-2878
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Emergent NetworksEmergent Networks provides infrastructure design and implementation, technology consulting and IT support. It offers best in class products installed by certified engineers. Emergent Networks' focus on the financial industry since 1985 has provided the company with a solid understanding of the unique credit industry compliance.
Beth Cooper(612) 213-2542
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First Class MortgageA Simple Solution: We partner with credit unions. First Class Mortgage is locally-owned and maintains a network of lenders throughout the U.S. These established relationships and product familiarity enable First Class Mortgage to find the mortgages to fit credit union members' goals, budgets and timelines. First Class Mortgage focuses on best representing your credit union's interests throughout the entire mortgage process. By using its relationships, First Class Mortgage brings value to your credit union members, enhancing the array of mortgage product offerings and providing an additional source of revenue. Local referrals are available upon request. First Class Mortgage has locations in Minnesota and the Dakotas.
Brady Day or Casey Van Winkle(763) 416-6789 or (800) 259-1233
[email protected] or [email protected]
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FISWorking to deliver banking and payment technologies to credit unions worldwide, FIS and its sales and customer service partner, CSCU, together are the credit union industry's advocate, partner and leader in total payment solutions. Created by and for credit unions, CSCU is driven by the same principles that guide the industry. The company works exclusively with credit unions to provide a customized, holistic offering that maximizes value for credit unions and their members. CSCU's services and offerings are focused on driving the growth and success of its nearly 3,000 member credit unions.
Lyle Krall (608) 249-2270
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Forsythe AppraisalsSince 1940, Forsythe Appraisals has been providing lenders with high quality residential appraisals. In March 2016, Forsythe Appraisals was acquired by First American Mortgage Solutions, a subsidiary of First American Financial Corporation. Together, they offer end-to-end valuation options aimed at quality, efficiency and compliance. With offices strategically located throughout the United States, they are the nation’s largest and most established residential real estate appraisal company. They pride themselves on delivering extraordinary customer service and turnaround times that are unprecedented in the industry. Their locally-managed branches are staffed exclusively by W-2 employee appraisers, ensuring exceptional quality and consistency throughout the organization.
Bridget Kent(651) 765-9510
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Great River Office ProductsGreat River Office Products is a locally owned and operated office supply dealer located in downtown St. Paul, Minnesota. In business since 1962, we believe that while it’s important to deliver quality products in a timely manner and at a fair price, it is also important to maintain a high standard of customer service. Our convenient online ordering system makes ordering office supplies simple and cost effective. At Great River Office Products, you are not a number to us. You’re a valued partner and friend in business. We take the worry out of ordering office supplies and office furniture.
Dan Schmidt(651) 293-1135
dschmidt@GreatRiverOfficeProducts.comwww.greatriverofficeproducts.com
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KASASA by BancVueBancVue is a provider of innovative products, world-class marketing and data-driven consulting solutions to community financial institutions across the United States. Featuring offerings like Kasasa, a national brand of superior products and marketing scale, BancVue products are designed to deliver controlled new account growth, higher profitability and increased customer retention. Today, serving nearly 700 community banks and credit unions across the country, BancVue is empowering its clients to compete in and win the war against megabanks.
Vickie King-Ganrude(612) 529-2648
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Legue Service Corperation (LSC)The League Service Corporation (LSC) is your one-stop shop to save money and time by providing all your credit, debit, and instant and reloadable pre-paid card services. The League Service Corporations is a top recognized brand. It offers several mobile banking solutions and it is the only credit union service provider issuing the Discover Brand Card. LSC offers access to all the major ATM networks and gives more withdrawal, deposit and surcharge-free network options. LSC will customize selection for the specific needs of your credit union and members. Plus, customer service and implementations are handled in-house, not outsourced to a third-party provider.
Tara Koplien (800) 942-7124, ext. 5903 or (262) 510-1244
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LockNET, Inc. Over the past 30 years, Locknet has become one of North America’s top managed service providers, serving hundreds of satisfied Midwest clients. Locknet — a division of EO Johnson Office Technologies — provides managed firewall, private cloud backup, and network management; with dedication to sales, service and security excellence. We help clients reduce operating costs and take full advantage of new technologies.
Brook Schmaltz(800) 967-2645
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Love My Credit Union Rewards
[email protected](734) 793-6396
www.lovemycreditunion.org
Invest in America was originally created in 2008 during the financial crisis to support the U.S. Auto Industry, provide meaningful auto discounts to credit union members and to help credit unions gain auto loans.Six years later, the program has grown to offer many other exclusive discounts to credit union members, and it will continue to grow with new partners, enhanced technology and new marketing options. So the time is right to transition the program to Love My Credit Union Rewards.
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LSS Financial Counseling
Darryl Dahlheimer(612) 879-5240
Minnesota credit unions can now offer members facing financial difficulties immediate access to trusted, high-quality financial counseling through MnCUN's partnership with LSS Financial Counseling. Through LSS Financial Counseling's Financial Choice, credit unions can offer their members immediate help through phone credit and housing counselors and priority scheduling through in-person appointment at eight locations throughout the state.
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MarketPlace Home MortgageThe commitment of staff, training and capital to stay current and compliant in the challenging regulatory environment of today can be a deterrent. Marketplace Home Mortgage created the Credit Union Marketplace as a unique outlet for Credit Unions to participate in the mortgage process to the degree which they are comfortable. The Credit Union can use existing staff and talents to provide core Credit Union services that are integral to the mortgage process to minimize the Credit Union’s commitment and compliance exposure, while at the same time playing a critical role in the process and creating fee income opportunity where desired.
Brad Smeed(952) 278-4796
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Metro License ServicesMetro License Services, Deputy Registrar 150 has been in business for more than 30 years. It strives to provide excellent customer service and support to all customers, including many credit unions in Minnesota. Metro License Services processes motor vehicle paperwork and DNR transactions. This includes title transfers, grants, duplicate titles/lien cards, repossessions, registration, and fast-track service guaranteeing a title in three business days. Metro License Services has established many wonderful business relationships over the years and continues to make customers a priority. All services are provided at no additional charge.
Shelley Morse(763) 784-5780, [email protected]
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Minnesota Credit Union Service CorporationThrough this program, credit unions across the country have joined together to create shared service center locations. The shared branching network enables credit unions to provide their members with thousands of convenient locations to perform transactions, just as if they were at their home credit union.
The Network Service Corporation (NSC) manages Minnesota's shared service centers under contract with the Minnesota Credit Union Services Corporation (MnCUSC), a CUSO formed and owned by the NSC and credit unions.
John Ferstl (651) 288-5505 or (800) 477-1034
[email protected]/SharedBranching
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Minnesota Item Processing CorporationThe Minnesota Item Processing Corporation has provided credit unions with a cost-effective processing facility for more than 30 years. Originally organized as a CUSO, MnIPC is now a wholly-owned subsidiary of the Minnesota Credit Union Network.
MnIPC works with credit unions across Minnesota, and nationwide, providing a complete suite of check processing services; including inclearings, return items and image archive, as well as handling branch, remote, home and smartphone deposits.
Dean Scholl(651) 288-5551 or (800) 477-0764
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NADA Used Car GuideNADA has produced its product for 78 years and remains the leading provider of vehicle guidebooks. They offer the widest array of used vehicle values available from a single source. Whether you need guidebooks or online lookups, they have you covered for cars and trucks, motorcycles, RVs, boats, farm equipment and more. Get 24/7 online access to all the guidebook valuations plus features like VIN decoding, automatic adjustments for mileage and equipment and report printing. The business-to-business website offers ease of use and has access on-the-go with your SmartPhone.
Doug Ott(800) 248-6232, ext. 4710
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Oak Tree Business Systems, Inc.Oak Tree has been in the credit union business continuously for over 30 years, developing, supporting and maintaining lending and operational documents for credit unions in all 50 states, Canada, Puerto Rico and the Virgin Islands. Forms are your credit union’s tools of the trade. Ideally, these forms integrate seamlessly with your technology for streamlined performance. More importantly, they must comply with both state and federal standards or your credit union could face serious liability. This is why Oak Tree Business Systems is a reliable source for credit union forms year after year.
Genelle Rich-Buscemi(800) 537-9598
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Office Depot OfficeMaxTogether, Office Depot and OfficeMax offer a wide variety of choices for office supplies and paper, technology products and solutions, furniture, and in-store print and document services. Customers are served through e-commerce, direct sales, catalogs, and stores.
Tom Lybeck(800) 248-6343
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PolicyAid (PoicyWorks)Regulations are updated with increasing frequency, making it hard for credit unions to quickly adjust their policies to stay in compliance or write a new policy as required by rule. To help with this challenge, PolicyWorks has developed PolicyAid, a comprehensive online policy library that provides credit unions easy access to over 80 policies. PolicyAid’s library is filled with sample policies that are updated on a quarterly basis to reflect new or amended regulations. You’ll receive notification when updates are made, and can download policies to adapt to your credit union’s operations.
Justin Hupfer(515) 221-3004
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Repossessors, Inc.Repossessors, Inc. is a professional repossession company that has been in business since 1991. With its corporate office in Maple Grove, Repossessors, Inc. also has office locations throughout Minnesota, North Dakota, South Dakota, Iowa, Wisconsin and Nebraska. Repossessors, Inc. has worked with hundreds of lending institutions across the United States and has had phenomenal success with them. The highly trained staff members understand the importance of recovering your credit union’s collateral and ensuring it is done in a professional andlawful manner. The number one concern of Repossessors, Inc. is protecting your credit union’s interest in all phases of investigation and repossession.
Jason Latvaaho(763) 493-4951
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SavvyMoneySavvyMoney puts members in control of their finances by providing credit union partners with an integrated credit score solution and easy to understand personal finance content. SavvyMoney allows member instant access to their credit score through online banking. The credit score solution provides helpful guidance about the key factors that influence their score and actions that can impact it. The credit score "offer engine" presents members with personalized, pre-qualified offers---based on their credit score---from your credit union each time they login.
Todd Proulx(651) 338-7999
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SteamworksStreamworks is a direct marketing company providing data-driven print and mail services. We also provide marketing strategy, creative and digital expertise to help you fully integrate your marketing campaigns. We partner with credit unions to execute customer marketing, product and communication programs, in addition to data-sensitive documents like invoices and statements. Streamworks has an industry-leading commitment to data security and offers secure solutions for your mail and data management requirements, including intelligent mail production and 100% mail verification reporting. We are SOC 1 & SOC2 certified and PCI, HIPAA and Safe Harbor compliant.
Vickie Whiteley(651) 766-1268
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TegretēTegrete is a single-source provider of facility management services for credit unions of all sizes. Our managed services include janitorial, snow removal, lawn care, HVAC, handyman and more. Since 1993 we have helped our clients reduce facility expenses, decrease labor costs and minimize risk. Our stringent sourcing and vetting process ensures that only fully-insured and background verified service providers have access to your facilities.
Colleen Fischer(763) 497-8020
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The Baker GroupThe Baker Group has always held a leadership role in presenting asset/liability and investment management educational programs for credit unions. Now more than ever, it is essential that credit unions achieve a high level of knowledge and understanding in these critical areas. We are dedicated to helping our clients with broad based educational tools and resources beginning with our seminars, webinars, and conferences. Baker strategists design and deliver sessions that focus on the most important and timely concepts relating to interest rate risk and investments. Our emphasis on client education is a big part of our history and culture.
Tyson Bullard(405) 415-7287
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WipfliIn recognition of the unique issues credit unions face, Wipfli has a specialized financial institutions practice that serves more than 600 financial institutions in the Upper Midwest. For more than 80 years, the team's mission has been to educate, advise and assist financial institutions in successfully navigating the complex environment they face. This mission is the driving force behind Wipfli's commitment to provide credit unions with valuable services, value-added information, insight and education.
Maureen Fassbinder(800) 486-3454
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651-288-5170800-477-1034
Minnesota Credit Union Network 555 Wabasha Street N. Suite 200 St. Paul, MN 55102
ADVOCACY - The ever-changing political landscape of financial institutions demands consistent legislative and regulatory advocacy.
COMPLIANCE - MnCUN helps credit unions navigate compliance standards and regulatory requirements.
AWARENESS - Strategic communications to position credit unions as the best financial partner for Minnesotans.
PROFESSIONAL DEVELOPMENT - MnCUN provides numerous training and development opportunities, providing staff & volunteers the tools they need to perform in their positions effectively and efficiently.
FOUNDATION - The Minnesota Credit Union Foundation strives to provide resources for credit unions and communities to prosper and thrive.
PRODUCTS & SOLUTIONS - The Network Service Corporation (NSC), connects credit unions access with a variety of products and services, helping organizations meet the financial needs of their members.
CAREERS - MnCUN helps credit unions connect with potential job applicants through the CU Job Center.
BETTER TOGETHER - Together, Minnesota credit unions have the power of one unified voice.
MINNESOTACREDIT UNION NETWORK
