Exhibitors

TruStage Financial Group, Inc., formerly known as CUNA Mutual Group, is a mutual insurance company that provides financial services to cooperatives, credit unions, their members, and other customers worldwide. TruStage Financial Group sells commercial and consumer insurance and protection products.

Rep(s): John Slack, VP of Sales

At ACT Advisors, Doug English, CFP®, helps credit union leaders superpower their existing benefit plans—often uncovering up to 40% more value—through smart financial strategy. No product sales, just planning that supports confident decision-making and focused leadership.

Rep(s): Doug English, CFP

Take Your Mission to the Maximum | Acumen Financial Advantage is the financial performance partner of choice for mission-driven organizations specializing in optimizing programs that attract and retain top talent, increase investment yields, and maximize charitable impact. Our unmatched industry expertise, dedication to superior performance, and consultative, high-touch approach enable us to leverage untapped strategies meticulously designed to outperform industry benchmarks. The result? Bespoke solutions that meet each client’s unique, evolving needs and empower them to more efficiently live their mission.

Rep(s): Lynn Weirick, Regional Vice President

Data says that payment fraudsters are winning. We can’t accept that. Advanced Fraud Solutions is your ally against financial fraud. Our consortium-powered database brings together account-level data from thousands of FIs, processors, and third-party sources.
More than 1,000 FIs trust AFS to stop fraud before it hits their bottom line.

Rep(s): Robbie Dickerson, Relationship Manager

Allied Solutions is a leading provider of insurance, lending, risk management, and data-driven solutions, serving over 6,000 financial institutions across North America with customized, technology-based services and a broad portfolio of innovative products from a wide range of providers.

Rep(s): Craig Raughton, Regional Vice President

AWS helps credit unions leverage cloud technology to reduce costs while delivering innovative, secure services that delight members and drive growth. From AI-powered call centers and core banking modernization to automated back-office operations, fraud detection, data analytics, and self-service capabilities – AWS empowers credit unions to transform and thrive.

Rep(s): Rodney Santwier, Cloud Advisor, Credit Unions

Auditrol revolutionizes risk management with AI, proactively mitigating regulatory and data risks for financial institutions. We are the only platform that fosters collaboration across departments and drives risk automation with business context.

Cantey, Tiller, Pierce & Green, LLP, CPAs is a full service firm providing accounting and auditing services for credit unions for over 30 years. Credit Union accounting and auditing services are an area of specialization with our typical four person team having over 60 years of combined experience.

Rep(s): Hank Green, III, CPA/Partner

For nearly 30 years, the Carolinas Credit Union Foundation has served as a partner in philanthropy to credit unions, with a mission to empower and inspire credit unions in the Carolinas through collaborative opportunities to enrich our communities. The results of our work are visible across North and South Carolina, proving that by leveraging our cooperative spirit, we can change our communities.

Rep(s): Lauren Whaley, President

CBI’s skilled and responsive professionals deliver unparalleled experience across a broad array of planning, designing, building, management and retail delivery disciplines. Our personal, passionate investment in the long-term success of our credit union clients offers the highest quality and return on investment.

Rep(s): Norman Cox, Senior Vice President, Consulting

Creative Builders is a licensed general contractor in five states, specializing in commercial, multi-family, senior living, financial, medical, student housing, restaurant, light industrial, and renovation projects. Known for quality and a diverse portfolio, Creative Builders has completed more than 124 credit union construction projects.

Rep(s): Angela Welch, CMO

CUSG is an award-winning credit union service organization offering innovative software and services in HR, marketing, technology, and financial empowerment. Serving over 2,200 institutions, CUSG provides tailored solutions like Performance Pro, MemberXP and Love My Credit Union Rewards. Visit CUSG.com for details.

Rep(s): Leslie Norush, Senior Director, National Sales

Davie Construction Co. is committed to providing the highest quality construction and general contracting services with a focus on value engineering and innovative solutions. Our employees are all dedicated to the core values of Integrity, Vision, Technology and Teamwork and making them an integral part of every project and long-lasting business relationship.

Rep(s): Barry Newcomb, Project Manager

Diebold Nixdorf, Incorporated (NYSE: DBD) is a world leader in enabling connected commerce for millions of consumers each day. As an innovation partner for top financial institutions and retailers, Diebold Nixdorf delivers unparalleled solutions that are essential to evolve in an “always on” consumer landscape.

Rep(s): Mark Legg, Regional Account Executive

As the #1 credit union auditor, Doeren Mayhew loves credit unions. Equipped with experience and credentials, we serve over 500 financial institutions across the nation. Rely on us to provide a variety of services, including external and internal audits, regulatory compliance, loan reviews, M&A strategic advisory and IT risk management.

Rep(s): Lori Carmichael, CPA, Principal

Dolphin Debit provides comprehensive ATM & ITM-as-a-Service solutions. Our solution reduces your capital expense, operational costs & nuisance work. Our state-of-the-art processor leads the nation in security, protecting you and your cardholders. Our parent company is the global leader in payment processing. At Dolphin, it’s ATMs & ITMs Made Simple.

Rep(s): Joe Woods, SVP, Marketing & Partnerships

Eltropy gives your credit union members access to the best financial products and services anytime, anywhere. With a comprehensive digital conversation platform, Eltropy streamlines and personalizes conversations with your members, ranging from simple withdrawals to complex mortgage or investment discussions.

Rep(s): Cody Willis, Strategic Account Executive

Envisant supports credit unions with credit and debit programs, CUMONEY® Prepaid Visa® reloadable and gift card programs, ATM services, collection services, and more. With in-house customer service and an experienced Portfolio Development Team, Envisant helps partners grow and succeed. Achieve your vision with us.

Rep(s): Jan Snelling, National Sales Director

ESA provides quality insurance products, loan tracking and financial solutions for credit unions. 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 over 50 years. Visit www.evans-simpson.com today.

Rep(s): Donnie Ballentine, Regional Account Executive

We empower financial institutions with cutting-edge technology and innovative solutions designed to streamline operations, enhance customer experiences, and drive growth. Our comprehensive suite of payments solutions addresses every stage of the money lifecycle, ensuring that our clients can manage their financial operations with efficiency, security, and confidence.

Rep(s): Mike Donahue, Executive Dir. – Referral Partnerships

FiWyse is a CUSO established to help credit unions modernize their infrastructure, materialize stretch goals, and maximize growth. Whether you are leveraging data for monetization, migrating to the cloud, or executing digital marketing strategies, FiWyse is where your growth journey starts.

Rep(s): Shanna Tarrant, AVP, Sales & Client Success

Gallagher’s Executive Benefits team consults with credit unions on recruiting, retaining, and rewarding their executives and other key leaders. We help you secure your future through succession planning, executive retention strategies, and compensation consulting. Gallagher specializes in nonqualified executive benefits for credit unions, such as Split Dollar, 457(f), bonus, and incentive plans. We produce the annual Gallagher Executive Compensation and Benefits Survey as a resource for both boards and executives to benchmark their total rewards offering.

Rep(s): Matt Jakubowski, Area Vice President

Innovative Business Solutions, LLC (IBS) supports credit unions with complete commercial lending services, from credit analysis and loan servicing to consulting and training. Owned by seven SC and NC credit unions, IBS helps partners build strong, compliant business services platforms and grow their business lending programs with confidence.

Rep(s): Nicol Matthews, Chief Operating Officer

ISI is an administrator of Collateral Protection Insurance (CPI), Blanket Lenders Single Interest (BLSI), and several Portfolio Tracking Programs for financial institutions. Our mission is to deliver the best products and services in the industry through responsive service, comprehensive coverage, and advanced technology.

Rep(s): Mary Davis, Administrative Specialist

For over 30 years, IWS Acquisition Corp. (IWS) has protected credit union members with vehicle protection products: Vehicle Service Agreements (VSA), Guaranteed Asset Protection (GAP), and Appearance Protection (RestoraGuard). IWS delivers non-interest income for the credit union, protection for the member and a great member experience.

Rep(s): Mark McCord, Account Executive

Ken Smith Inc. provides the banking industry with essential products and equipment to ensure smooth, efficient, and secure operations. Our offerings include currency counters, cash counters, coin counters, ITMs, ATMs, cash recyclers, safes, depositories, and more.

Rep(s): Josh Smith, Lead Technician and Sales Rep

At Little, we deliver results beyond architecture—measurable design solutions that enhance performance, reduce costs, and drive success. Through deep collaboration and holistic expertise across architecture, engineering, planning, and more, we uncover hidden opportunities and create innovative, high-impact spaces that align with your goals and maximize your return on investment.

Rep(s): Sarah Curtis, Studio Principal-Service Retail

MBA Consult US is the newest Charleston-based branch of MBA Consult Group, a global player in receivable management market. Our primary focus is acquiring bad debt, providing our clients the opportunity to offload the burden of defaulted accounts onto us. With an in-house collection team, we offer comprehensive professional assistance in addressing non-performing loan challenges.

Rep(s): Matt Brozek, Head of Business Development

Our solution, RecoveryConnect, is the only repossession assignment platform in the market that seamlessly integrates recovery case management, data-driven automation, mobile technology, compliance solutions, and all industry participants, into a single platform that brings our customers the most advanced technology to manage asset recovery cases efficiently and securely from open to close.

Member Advantage Mortgage (MAM) is a credit union-exclusive mortgage CUSO, providing comprehensive mortgage solutions, operational support, and marketing. Since 2006, MAM has helped credit unions enhance homeownership opportunities for members with competitive lending options, expert guidance, and a personalized experience that big banks and online lenders can’t match.

Rep(s): Jim Mitchell, Senior Vice President Partnership

Discover the benefits of working with a credit union-owned mortgage lender that shares your core values and understands your needs! Partner with Member First Mortgage (MFM) and customize your credit union’s experience with multiple affiliate, wholesale, and correspondent partnership options available to fit your credit union’s unique needs. NMLS ID# 149532

Rep(s): Jim Dymek, Southeastern Production Manager

Mercury Mechanical Protection is a division of Mercury Insurance. A leading provider of mechanical protection programs to credit unions, banks, auto dealers and aftermarket marketers. We offer a wide range of programs that provide your customers with industry-leading coverage and service excellence at an affordable price. We pride ourselves on a 97% claims satisfaction rating because your customers are important to us.

Rep(s): Kirk Stumpfhauser, Business Development

ModernFi helps financial institutions of all sizes provide access to additional insurance for depositors, source funding on demand, manage their balance sheet, and grow revenue.

Rep(s): Michael Hetrick, Account Executive

Partners in Asset Recovery. We assist with repo forwarding, remarketing, skip tracing and titles for auto portfolios.

Rep(s): Sabrina Coronado, Regional Sales Executive

PARC Street Group is a professional services firm specializing in executive compensation, leadership development, and talent acquisition for credit unions and non-profits. The company operates through four key subsidiaries, each focused on a specific aspect of organizational strategy.

Rep(s): Chris Jones, Senior Executive Benefits Consultant

For over 50 years, PFP has helped hundreds of credit unions nationwide provide members with affordable insurance solutions. As the largest distributor of individual insurance products for credit unions, we are committed to supporting partners’ needs, identifying growth opportunities, and helping them secure a strong future for their members.

Rep(s): Tim Schmitt, President

Pragma is a Custom Software Development company that partners with Credit Unions to help them in their Digital Transformation Journey.

Rep(s): Catalina Tamayo, Marketing Director

#1 selling vehicle service contract in the credit union industry. We have 39 years of experience offering the best value in the industry. With a local representative and a plan for every vehicle, let us help you increase your fee income and protect both your investments and members.

Rep(s): Matt Gordon, VP, Sales Manager

SRM is the leading advisory firm to credit unions for assessing and optimizing vendor contracts, with additional expertise across core and digital, payments, and strategic planning and growth initiatives. Over 30+ years, we’ve delivered more than $10 billion in savings to our clients.

Rep(s): Dana Davis, Senior Vice President

Leverage our expertise to drive yield, supplement retirement, and optimize retention and succession. With 30 years specializing in executive retention and retirement plans for credit unions, Stearns Financial has the expertise to design, implement, and administer every type of executive benefit program.

Rep(s): Jim Rogers, Practice Expert

Headquartered in San Antonio, SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions, businesses, and individuals. SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states.

Rep(s): Paul Abranovic, Regional Vice President

The Sheeter Group works exclusively with credit unions designing 457(f), Collateral Assignment Split Dollar, Post-Retirement Healthcare, Section162 Bonus, and Employee Benefit Expense Offset plans. Developing tailored plans to Attract, Retain and Reward Executives essential to the success of the credit union.

Rep(s): Jennifer Jackson, Executive Vice President

TransUnion, a global information and insights company, has enabled trust for over 50 years. By leveraging extensive data and technology, it provides a comprehensive view of consumer identity, aiding in fraud prevention, marketing, and analytics. TransUnion’s purpose, “Information for Good®,” drives confident transactions and meaningful achievements.

Rep(s): Lindsey Wall, Client Executive

Trellance Cooperative Holdings, Inc. is a credit union cooperative and leading technology partner for credit unions. Its companies  – Rise Analytics, ProBridge and Optiri – provide technology solutions for credit unions. Trellance’s mission is to make sure credit unions have access to the tools and resources they need. Learn more at Trellance.com.

As a trusted network, we facilitate digital payments across more than 200 countries and territories among a global set of consumers, merchants, financial institutions, businesses, strategic partners and government entities through innovative technologies.

Rep(s): Shannon Flood, Account Executive

VolCorp provides its member credit unions with the tools to succeed, specializing in dynamic payment solutions, tailor-made investment services, and incomparable member care. For more information about VolCorp, visit www.volcorp.org.

Rep(s): Dale Goode, Regional Development Executive

Since 2009, Zest AI has been innovating and perfecting AI lending technology. A CUSO and pioneer in the field, Zest AI serves more than $5.6T in managed assets with over 600 active models, helping our clients better serve members. Zest AI aims to make smarter, efficient, purpose-built AI lending technology to help credit unions lead the industry.

Rep(s): Erin Bennett, Director of Events