Exhibitors

Carrick Professionals, Inc provides talent and operational support to financial institutions and CUSOs across the nation. In keeping with our mission of “Building Tomorrow Together,” the company works to build strong collaborative businesses that create a competitive advantage. Through its company investments and services, Carrick Professionals provides support services to financial institutions. And as a wholly-owned subsidiary of the Carolinas Credit Union League, works to empower communities across the Carolinas.

Rep(s): Jessica Hendrix, VP, Business Solutions

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.

Rep(s): Ann Michels, Senior Partnership Manager

At Acumen Financial Advantage, we unlock financial strategies that enhance your mission—attracting top talent, boosting investment yields, and maximizing charitable impact. Through innovative investments, cost-effective retention plans, and mission-aligned giving, we help organizations optimize resources, strengthen leadership, and stay true to your purpose.

Rep(s): Mark Axmacher, Regional Vice President, CIO

Advanced Fraud Solutions (AFS) provides the industry’s leading consortium-powered fraud detection platform. By uniting account-level data from thousands of FIs and processors, we empower your team to identify high-risk transactions before they hit your bottom line. Don’t just react to fraud, prevent it.

Rep(s): Robbie Dickerson, Relationship Manager

Allied Solutions is one of the largest providers of insurance, lending, risk management, and data-driven solutions to financial institutions in North America. Allied Solutions uses technology-based solutions customized to meet the needs of over 6,000 banks, credit unions, finance companies, mortgage servicers, and auto dealers, along with a portfolio of innovative products and services from a wide variety of providers.

Rep(s): Craig Raughton, Regional Vice President

Array is a fintech platform that helps credit unions and financial institutions embed credit monitoring, data, and identity protection into their digital experiences. Its APIs enable faster deployment of member-facing tools that improve engagement, deliver financial insights, and strengthen long-term relationships.

Rep(s): Bradley Bourne, Strategic Partnerships

Our portfolio of products provide opportunities to generate revenue that help drive member retention and satisfaction. We offer a wide range of products in the industries that we serve. AssureGuard Auto was designed specifically for financial institutions and is offered exclusively to their members.

Rep(s): Richard Conley, Regional Sales Director

Cantey, Tiller, Pierce & Green, LLP, CPAs is a full service firm providing accounting and auditing services for credit unions for over 40 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): Jan Pierce, 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

CoFi Software & Services brings the platform and operational framework behind CoFi Lending to financial institutions. Through proprietary draw and budget management software, risk-monitoring tools, and funds-control services, lenders can modernize construction portfolios without rebuilding systems. The result is greater transparency, stronger risk management, and improved efficiency for lenders and borrowers.

Rep(s): Josh Oliver, Director of SaaS & Services Sales

Founded in 1949, Confluent Strategies specializes in consumer, commercial, and mortgage credit reporting, fraud prevention, data-driven marketing, verification services, and association management to trade groups, mortgage lenders, and other industry organizations. As an Equifax Sales Agent, we work closely with our partners to strategically leverage Equifax’s full suite of robust products and solutions to more than 3,000 unique partners in 12 states, including the Carolinas. Our team of industry experts serves as an in-market business partner–helping our customers achieve success in all aspects of their business. Discover how Confluent Strategies can help you drive new growth and improve your members’ experience at confluentstrategies.com.

Rep(s): Andrew Williams, Relationship Manager

Conterra Networks is a trusted technology solutions provider delivering fiber connectivity, networking, and cybersecurity solutions that support high-performance, secure, and resilient operations.

Rep(s): Jeremy Draper, Director, Enterprise Sales

Cooperative Business Services is a CUSO partner for CUs seeking to enhance their member business lending. We provide support throughout the loan lifecycle, including origination, underwriting, participation and portfolio management. Whether your CU is new to commercial lending or has an established program, CBS offers solutions to meet your needs.

Rep(s): Louis Cipriani, SVP – Commercial Lending Team Lead

Corporate America Credit Union (CACU) is a dedicated, not-for-profit financial cooperative governed by a board of directors elected by our member-owner credit unions. With nearly 500 members across the nation we boast products and services including investments, liquidity solutions, and correspondent services such as ACH, item processing, and remote deposit capture.

Rep(s): Kevin Ford, Member Advisor

Creative Builders has over 55 years, providing design coordination, pre-construction, general contracting, design-build, and upfit/renovations services across the southeast. CBI has a diverse portfolio across sectors such as commercial, multi-family, senior and assisted living, financial, healthcare, student housing, restaurants, light industrial, and renovations. Still family-owned and operated, the company emphasizes quality, integrity, craftsmanship, and client-focused service. CBI has successfully delivered over 145 credit union and financial institution projects.

Rep(s): Angela Welch, CMO

CU*Answers is a 100% credit union-owned cooperative CUSO, providing technology solutions for credit unions. This includes its flagship CBX® processing system, leading edge self-service products, imaging and archival solutions, strategic planning, management consulting services, data analytics, and much more.

Rep(s): Mike Gruber, Regional Sales Representative

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): Fonda Przybyla, Senior National Business Consultant

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, Director of Business Development

Diebold Nixdorf, Incorporated (NYSE: DBD) automates, digitizes and transforms the way people shop. As a leading global technology and services partner to many of the world’s top financial institutions, our integrated solutions connect digital and physical channels for consumers conveniently, securely and efficiently. Visit www.DieboldNixdorf.com for more information.

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, Marketing Senior Associate

Dolphin provides comprehensive ATM & ITM-as-a-Service (outsourcing) solutions for credit unions. We operate with the industry leader in ATM Software. Dolphin eliminates capital expense & compliance, reduce your operational costs & vendor due diligence. And you can reallocate staff to better serve your membership. ATMs & ITMs Made Simple.

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

For over 35 years, Ellsworth Systems has been a trusted leader in custom security technology, providing both physical and digital solutions. From vaults and safes to ATMs, video surveillance, and access control, we do more than sell products. We offer custom solutions, dedicated service, and ongoing support. Rooted in Franklin, TN, our commitment to excellence and service has made us a regional leader in security innovation.

Rep(s): John Darrah, Account Executive

Eltropy empowers 700+ credit unions and community banks with cutting-edge solutions that ensure their communities have access to the best financial products anytime, anywhere.

Rep(s): Cody Willis, Account Executive

Envisant is a credit union service organization helping credit unions across all 50 states achieve their vision since 1969. A subsidiary of the Illinois Credit Union League, Envisant brings experience and expertise to all areas of credit union service. Our forward-thinking product strategy features credit and debit programs, prepaid debit cards, portfolio development consulting, agent credit card programs, collection services, ATM services, marketing and more.

Rep(s): Doug Farrell, AVP Sales

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

FHN Financial is an industry leader in fixed income sales, trading, and strategies for institutional customers in the US and abroad. In addition, FHN Financial has unique breadth and depth in Government Guaranteed Loans. With an average daily trading volume of $4.2 billion, FHN Financial transacts business with approximately 45% of all US banks. With portfolios over $100 million, as of 4Q24.

Rep(s): Tate Marshburn, SVP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Rep(s): Susanne Nuenow, Managing Director

For over 50 years, The Family Security Plan has been serving hundreds of credit unions across the country and providing families with affordable insurance protection. As the largest distributor of individual insurance products sold directly to credit union members, we strive to make sure everyone has a secure future. In addition to offering affordable insurance solutions, PFP helps credit unions thrive. We take a look at the challenges each of our credit union partners may face, and we find opportunity. We are committed to the needs of all the credit unions we service and their members. Working together with our credit union partners, we are able to help them reach their goals.

Rep(s): Timothy Schmitt, Owner

Gallagher’s Executive Benefits Executive Benefits team helps credit unions secure their future through leadership continuity. We specialize in non-qualified benefit plans to recruit, retain, and reward.

Rep(s): Matt Jakubowski, Sr. 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): Mark Cox, President & CEO

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): John Tynan, Chief of Business Development

For over 30 years, IWS has protected credit union members with automotive warranty solution products such as Vehicle Service Agreements (VSA) and Guaranteed Asset Protection (GAP). IWS delivers non-interest income for the credit union, protection for the member and a great member experience.

Rep(s): Eddie Wiggins, Account Executive

Katalyst is a Digital Operations Partner helping mid-market organizations operate, secure, and evolve their Digital Backbone. We manage and optimize network, security, cloud, and connectivity while integrating with internal teams to deliver proactive support, reduce risk, and improve performance so businesses can move forward with confidence.

Rep(s): Samantha Damico, Marketing Manager

At KSI we specialize in providing top-tier security equipment and services, including surveillance systems, burglar alarms, ATM/ITM’s, and access control tailored to meet the unique needs of organizations like yours. We are a family owned business formed in 1969. With decades of experience and a commitment to excellence, Ken Smith Inc. has helped businesses across North Carolina, South Carolina, Virginia and Georgia enhance their safety and operational efficiency. We would love the opportunity to assist! Visit www.kensmithinc.com or email us at info@kensmithinc.com to get started.

Rep(s): Josh Smith, Sales Manager

infineo reimagines executive benefits for credit unions. Our CASD plans and LifeNotes solutions deliver what traditional programs can’t: higher yields, fixed durations, and diversified risk. Executive benefits that strengthen your balance sheet, retain your leadership, and support succession planning.

Rep(s): Jim Rogers, Director, Client Development

Our team specializes in helping clients that navigate complex regulatory requirements, finances and taxes. We partner with credit unions and charitable foundations to create custom investment strategies. The institutional investment advisory services we offer include investment portfolio management, bond accounting, asset/liability management (ALM), consulting, mortgage servicing rights valuations and independent, third-party ALM model reviews/validations.

Rep(s): Edward Meier, Sr Portfolio Manager

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, SVP Partner Success and Engagement

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

Mortgage Center is all about driving growth for our credit union partners. Whether it’s boosting income or attracting new members, we’re here to build meaningful relationships. No matter your asset size, we’ve got tailored solutions to keep your membership strong. And, we are wholly owned by multiple credit unions. Let’s chat.

Rep(s): Carrie Fenwick, SE Production Manager

myCUmortgage delivers heart-driven lending and servicing solutions! Top-notch mortgage servicing, sub-servicing, wholesale, correspondent or full-service retail services. Count on complete training, back-office processing support, and underwriting expertise, including FHA, USDA and VA-secondary market access, lead generation and an empathy-driven mortgage servicing experience. Partner with myCUmortgage, you’ll feel the difference!

Rep(s): Dawn Rudie, Credit Union Development Manager

PARC Street Group is an enterprise solution for leadership services, serving credit unions with SERP design and implementation, compensation consulting, executive recruiting, and leadership development–all in one place. We deliver proven, transparent solutions and consistent results, backed by over 200 years of combined financial expertise.

Rep(s): Chris Jones, Sr Benefits Consultant, Founder

QSI is NCR’s largest financial partner. We offer turnkey ATM and ITM solutions, including outsourcing and in-house financing. Other solutions include TCRs, video, alarm, security and branch equipment. Availability and security are assured with QSI maintenance, cybersecurity and managed services.

Rep(s): David Reed, Account Executive

Founded in 1982, Renkim is a 100% employee-owned customer communications company. We provide traditional print and mail, email, and text services to client-partners in the Financial, Collections, Utility, Healthcare, Marketing, and Automotive industries.

Rep(s): Matthew Campbell, Director of Business Development

SDC is a local, NC-based armored carrier providing cash-in-transit / ATM services to credit unions in the Carolinas. Our values are consistency, communication, and courtesy; we strongly believe that you deserve a premium service level and genuine support when you need it—whether you have 2 branches or 200!

Rep(s): Michael Dearing, President

At SRM, we don’t just advise — we activate. We believe real progress happens when experience meets action. For more than 30 years, we’ve helped financial institutions and fintechs modernize with confidence by delivering the full strength of the firm, uniting strategy, technology, and execution under one roof and one partner. SRM is built to activate what’s next in banking. We are driven by the pursuit to strengthen the institutions that strengthen communities, fueling resilience, competitiveness, and capacity to sustain a diverse, thriving financial ecosystem for generations to come. Progress isn’t achieved alone. It’s built together.

Rep(s): Patti Bush, SVP Client Development

For more than 35 years, Stifel has been working with credit unions in the Carolinas and across the United States to help grow their businesses and better support their membership. Anchored by an experienced team of financial strategists, regulatory specialists, traders and sales representatives, the firm provides a suite of industry-focused services related to institutional investing, loan sales, asset liability management, funding and regulatory support.

Rep(s): Bob Twillmann, Managing Director

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. With offices across the country, SWBC is committed to providing quality products, outstanding service, and customized solutions in all 50 states. For more information, visit SWBC’s website at www.swbc.com.

Rep(s): Paul Abranovic, Regional Vice President

Sync1 Systems is a loan origination software CUSO focused on lending and the digital experience. We leverage the latest technology, including integrated AI capabilities, to transform the user experience and empower our partners to thrive in today’s ever-changing lending environment. With lending as our core foundation, Sync1 Systems delivers a turn-key solution built specifically for credit unions, combining innovation, efficiency, and flexibility to meet evolving member expectations. Effortless lending, powered by innovation.

Rep(s): Philip Canizaro, VP of Sales and Marketing

TL Consulting builds PMO infrastructure for credit unions in 3 to 6 weeks, delivering executive dashboards, governance frameworks, and team training with complete ownership transfer. No ongoing fees, no junior staff, no dependencies. Founded by a PMP-certified former VP of PMO with 11 years of enterprise experience.

Rep(s): Taylor Lombardo, Founder & Principal Consultant

Trellance Cooperative Holdings, Inc. is a credit union cooperative and leading technology partner for credit unions. Its entities – Rise Analytics, ProBridge and Optiri – provide innovative technology solutions for credit unions. Trellance’s mission is to make sure credit unions have access to the tools and resources they need to grow, enhance member value and remain competitive in a rapidly evolving financial landscape. Learn more at Trellance.com.

VAIIL Solutions, incubated by Quantworks and Vizo Financial, seeks to use novel applications of artificial intelligence to detect delinquencies and charge-offs before they occur, leveraging advanced pattern analysis through machine learning.

Rep(s): Stetson Kornegay, Head of Growth

We’re a trusted network and world leader in digital payments, working to remove barriers and connect more people to the global economy. Our purpose is to uplift everyone, everywhere by being the best way to pay and be paid.

Rep(s): Shannon Flood, Account Executive

Vizo Financial is a different kind of corporate credit union because we’re not just a provider of services, we’re a partner dedicated to uniting credit unions with essential education, competitive solutions and, most importantly, an ally that prioritizes your credit union’s success. As your trusted partner, we bring financial stability, a tenured team with diverse areas of expertise, a proven track record of reliability and an eye for future-facing innovation. All of these advantages inspire the Vizo Financial vision, where forward-thinking ideas and the culture of collaboration create opportunities to grow with our members.

Rep(s): Jaime Agostino, VP, Sales, Marketing & Education

VolCorp provides its member credit unions with the tools to succeed, specializing in dynamic payment solutions, tailor-made investment services, and incomparable member care. Solutions include customized consulting, compliance, audit, and risk-based services offered by Symphony LLC, a wholly owned CUSO. For more information about VolCorp, visit www.volcorp.org.

Rep(s): Dale Goode, EVP/Chief Operating Officer