Exhibitors

Premier Sponsor | League partner

TruStage

TruStage™ is a financially strong insurance, investment and technology provider, built on the philosophy of people helping people. We believe a brighter financial future should be accessible to everyone, and our products and solutions
help people confidently make financial decisions that work for them at every stage of life.

Rep(s): Ann Michels, Sr. Mgr. of CU System Relations

League partner

Advanced Fraud Solutions

Financial scams evolve at an unstoppable pace. Just staying ahead isn’t an option. Enter Advanced Fraud Solutions, your ally against financial fraud. Our consortium-powered database brings together decades of account-level data from
thousands of FIs, processors, and third-party sources. More than 900 banks and credit unions rely on AFS to stop fraud before it hits your bottom line.

Rep(s): Jon Yasses, Sr. Business Dev. Mgr.

Allied Solutions

Allied Solutions is one of the largest providers of insurance, lending, risk management, and data-driven solutions to financial institutions in the US.

Rep(s): Craig Raughton, Regional VP

American Recovery Association

American Recovery Association (ARA) is the world’s largest association of certified collateral recovery professionals. Our compliance training program and monitoring system are two valuable resources that contribute to creating a culture
of compliance in every member’s company and within the industry.

Rep(s): Marcus Potter, Director

Avalon Cybersecurity

Arm your organization in the fight against cyberattacks by partnering with the experts at Avalon Cyber. Through our proactive and reactive cyber services, we help businesses identify and manage cyber risk and assist them in prioritizing
their response to prevent cyber incidents from occurring.

Rep(s): Jonah Wisch, Cybersecurity Sales Exec.

BidWizer

BidWizer partners with credit unions while allowing the consumer to drive the deal. BidWizer is a market-disrupting, patent-pending technology that benefits credit unions and their members. A very unique virtual marketplace where EVERYBODY
WINS.

Rep(s): Julia Miles, COO

Cantey, Tiller, Pierce & Green, CPAs

For years, Cantey, Tiller, Pierce & Green, LLP has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth
services such as audits, financial statements, and financial planning.

Rep(s): Jan Pierce, Partner

League partner

Carolinas Credit Union Foundation

Incorporated in 1993, the Carolinas Credit Union Foundation embodies the “people helping people” philosophy. It empowers credit unions through collaboration to enrich communities, supports charitable giving, manages scholarships, provides
professional development grants for small credit unions, and aids disaster relief locally, nationally, and globally.

Rep(s): Lauren Whaley, President/CEO

CDI

CDI is your leading Laserfiche services provider specializing in records management deployment, project management, and third-party integration. CDI has been a Laserfiche VAR for over 20 years and has completed the most challenging
ECM projects throughout the USA, Canada, and internationally. You can find CDI’s solutions on the Laserfiche Marketplace, including the most popular integrations for ArcGIS, DocuSign, Salesforce, and Dynamics.

Rep(s): Andy Zaharias, EVP

Coooperative Business Services

Cooperative Business Services (CBS) offers a comprehensive Member Business Lending experience. As a CUSO, CBS provides full-service commercial lending, from origination to loan completion. Whether your credit union is new to commercial
lending or highly experienced, CBS has the right solution.

Rep(s): TJ Simyak, Market Leader Mid-Atlantic

Constellation Digital Partners

Constellation Digital Partners is a leading provider of digital banking solutions that enable credit unions to deliver a unique and customized digital banking experience to their members. Constellation’s patented, open development
platform allows credit unions to pursue innovative fintech services at the pace of their individual digital strategy.

Rep(s): Marc Miller, CRO

Consultants and Builders, Inc.

Consultants & Builders, Inc. is a design-build firm offering creative, cost-efficient solutions for financial facilities since 1986. With over 30 years of experience, CBI provides integrated services to enhance your brand image
and marketplace presence, ensuring the highest level of client satisfaction.

Rep(s): Norman Cox, SVP, Consulting

Creatio

Creatio is a global vendor of a no-code platform for workflow automation and CRM. Used daily in 100 countries, it offers Studio Creatio, CRM applications, industry workflows, and marketplace add-ons. Known for client care, Creatio
is a leader in Gartner and Forrester reports, with excellent user reviews.

Rep(s): Kinga Kopycinska, Marketing Mgr.

Creative Builders, Inc.

Creative Builders, Inc., founded in 1971 by William H. “Billy” McCauley II, is a fast-growing commercial builder licensed in five states including the Carolinas. We specialize in commercial, multi-family, senior living, financial,
medical, student housing, restaurants, light industrial, and renovations, with a dedicated team upholding our quality reputation.

Rep(s): Angela Welch, CMO

CSPI: Aurora Advantage

Aurora Advantage represents the next generation in core software solutions for small and mid-sized credit unions. We offer a superior, flexible, and cost-efficient operating platform designed to grow as you grow. Our complete Aurora
Product Suite streamlines the member experience by seamlessly integrating Core, Online Account Opening & Lending, Aurora Digital & Mobile Banking, Voice Banking, and Aurora Document Management & Tracking.

Rep(s): Mike Bass, Director of Sales & Partner Relations

CU AutoXL

CU AutoXL provides member vehicle and loan protection programs together with specialized protection product training and lending compliance services.

Rep(s): David Bafumo, CEO

CU DigiLend

CU Digilend, a partnership of Affiliates Management Company and FinMkt, revolutionizes consumer lending and financial services. Leveraging AMC’s commitment to consumer well-being and FinMkt’s innovative cloud-based technology, CU Digilend
delivers tailored solutions to credit unions, empowering them to become trusted financial partners for members.

Rep(s): Matt Oakley, COO

CU*SOUTH

CU*SOUTH, a 100% credit union-owned CUSO, champions credit union growth and embraces innovation to deliver top-tier, future-ready core processing and mobile banking solutions that redefine member experiences. Our product is the 4th
largest installed core software for credit unions. Beyond core solutions, we also offer essential services to support staffing needs in the areas of accounting, collections and IT managed services.

Rep(s): Steve Ramberg, Regional Director of Solutions

League partner

CUSG

CUSG serves the credit union industry in the areas of technology, marketing, HR performance, financial empowerment, and is home of the well-known membership enhancement program Love My Credit Union® Rewards. The organization is dedicated
to helping its clients serve, grow, and remain strong.

Rep(s): Fonda Przybyla, National Business Consultant

Diebold Nixdorf

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): Kevin White, Sr. Director, US Regional Sales

Doeren Mayhew

At Doeren Mayhew, we’re more than just transaction-minded CPAs. We’re strategic partners, providing guidance and direction as you traverse complex business terrain. Anticipating the unexpected. Assessing situations. Uncovering opportunities.
And navigating a path through a maze of business challenges you face. By combining financial insights with a holistic perspective, we take you and your business forward.

Rep(s): Name, Title

League partner

Dolphin Debit Access

Dolphin provides ATM & ITM-as-a-Service solutions for your credit union. Our solution is complete outsourcing for your ATM & ITM program. We eliminate 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

Dovenmuehle Mortgage, Inc.

Dovenmuehle is a leading subservicing company in the United States with more than 300 clients including credit unions of all sizes nationwide. Dovenmuehle provides private label subservicing with online access to all portfolio information
and significant cost savings compared to servicing loans internally. For more information call Anna Krogh at (805) 341-6151 or Chris Torres at 720-252-3014.

Rep(s): David Allison, SVP

League partner

Dynamic Quest

Dynamic Quest, provides cybersecurity and managed IT support, tailored to credit unions’ unique needs. Trusted for reliability and expertise, empowering credit unions to maintain their positive member experience.

Rep(s): Tommy Riggins, Channel Manager

Earnest Consulting Group

Earnest Consulting Group works with credit union boards and senior management to build strategies to reward and retain key executives through executive benefit, provide investment solutions to offset employee benefit costs, and enhance
the credit union’s charitable giving opportunities.

Rep(s): Andy Roquet, Senior Partner

League partner

Envisant

Envisant is a credit union service organization helping credit unions across all 50 states achieve their vision. 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.

Evans, Simpson and Associates, Inc.

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.

Rep(s): Donnie Ballentine, Regional Account Executive

League partner

FIS

For over 50 years, FIS has driven global growth by modernizing businesses and customer experiences. Connecting merchants, banks, and capital markets, we leverage our expertise and data-driven insights to innovate purposefully, delivering
simpler, seamless, and secure solutions for the future of payments, banking, and investments.

Rep(s): Amber Bielunski, Managing Director

Gallagher Executive Benefits

Gallagher’s Executive Benefits Practice helps credit unions secure their future through leadership continuity and aligning executive performance with strategic goals. We specialize in nonqualified benefit plans, such as split dollar
and 457(f) plans, to retain and incentivize key leaders. Gallagher is the NAFCU partner for Executive Benefits and Compensation Consulting.

Rep(s): Silas Nuernberger, Marketing Coordinator

Innovative Business Solutions, LLC

Innovative Business Solutions, LLC, a Commercial Loan CUSO in Columbia, SC, provides comprehensive back-office support for credit unions’ commercial lending activities. Services include credit analysis, loan recommendations, annual
reviews, appraisal management, loan documentation, servicing, consulting, training, and regulatory compliance. Owned by seven credit unions in SC and NC.

Rep(s): Mark Cox, President & CEO

ISI

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, SVP Sales and Business Development

IWS

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, Business Development Executive

Kelliher Corbett Group at Morgan Stanley

We serve as a dedicated & seasoned advocate, providing thoughtful investment advice and solutions tailored to our clients’ unique goals.

Rep(s): Joe McLaughlin, SVP/Financial Advisor

Ken Smith Inc.

Ken Smith Inc. (KSI) is a company successfully serving 120+ financial institutions across the eastern United States since 1969. We provide equipment solutions to the financial services industry, including banks, savings institutions,
and credit unions by assisting in the selection of optimal products and solutions; and then following through with installation and service.

Rep(s): Craig Magyar, Sales Rep

MBA Consult US LLC

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): Martin Hanousek, Chief Sales Officer

Member Advantage Mortgage

Mortgage CUSO

Rep(s): Jim Mitchell, Senior Vice President

Member First Mortgage

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 CU’s experience with multiple Affiliate,
Wholesale, and Correspondent partnership options available to fit your unique needs. NMLS ID# 149532

Rep(s): Jim Dymek, Southeastern Production Mgr.

Modern Capital Executive Services

Modern Capital Executive Solutions is a leading consulting firm in the non-profit and for-profit space, with a niche specialty in key personnel retention & reward programs, as well as investment & expense mitigation. With over
75 years of combined, we are better positioned than ever to deliver solutions consistent with the objectives of our clients.

Rep(s): Lynn Weirick, Regional VP

ModernFi

ModernFi helps credit unions grow, retain, and manage their shares and deposits. Through the ModernFi Deposit Network, credit unions can provide extended NCUA insurance to depositors through program partner credit unions, sweep excess
balances to generate income and improve capital ratios, and receive funding on demand to fuel lending growth.

Rep(s): Adam DeVita, COO

NewGround

NewGround International helps Groundbreakers plan, design, and build branded spaces. We prioritize people and maximize growth with our in-house team of experts through Strategy, Design, Build, and Interiors services.

Rep(s): Michael Bryan, VP, Business Development

Open Lending

We help credit unions approve loans outside their policies and procedures mitigating the risk with over 25 years of data from over 500 financial institutions to help increase yield and reduce delinquency and charge-offs.

Rep(s): Ken Palmer, RVP Sales

PARC Street Partners

PARC Street Partners works with credit unions and non-profits to provide cost-effective benefits plans designed to attract and retain talented leaders.

Rep(s): Chris Jones, Sr Exec. Benefits Consultant/Partner

PFP Schmit Sussman Enterprise

For over 50 years, PFP has served credit unions nationwide, providing families with affordable insurance protection. As the largest distributor of individual insurance products to credit union members, we help credit unions thrive
by addressing challenges and finding opportunities, ensuring a secure future for all.

Rep(s): Frank DeDonato, VP

Property Insight

ValueCheck provides data-driven, digital solutions to improve operational efficiency, drive loan growth, and grow membership. Serving credit union clients since 1997, today ValueCheck clients enjoy innovations including those tailored
to home equity lending and risk analysis.

Rep(s): Patrick Troppe, VP, Strategic Development

QSI

QSI is NCR’s #1 global financial partner. We offer core-integrated or traditional ITMs and ATMs, managed (outsourced) ATM deployments, coin & currency equipment, electronic and physical security solutions, and customer-friendly
maintenance terms. QSI has everything you need for branch technology and security.

Rep(s): LA Smith, Account Executive

RingCentral

RingCentral is a leading provider of AI-driven cloud business communications, contact center, video and hybrid event solutions. RingCentral empowers businesses with conversation intelligence, and unlocks rich customer and employee
interactions to provide insights and improved business outcomes. With decades of expertise in reliable and secure cloud communications, RingCentral has earned the trust of millions of customers and thousands of partners worldwide.

Rep(s): Jennifer Fritch, Sr. Leader, Financial Services

Robbins Financial

We specialize in executive retention, financial planning, life insurance, estate planning as well as qualified plans.

Rep(s): Donald Robbins, Owner & Investment Professional

Route 66 Extended Warranty

#1 selling vehicle service contract in the credit union industry. We have 35 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): Matthew M Gordon, Product Support Specialist

Rubrik

Rubrik, a cybersecurity company, aims to secure the world’s data with Zero Trust Data Security™. Our Rubrik Security Cloud, powered by machine learning, ensures cyber resilience across enterprise, cloud, and SaaS. The platform automates
data policies, safeguards sensitive data, provides threat analytics, and orchestrates rapid recovery.

Rep(s): Alex Brooks, Field Marketing Manager (Call: 703-309-2109)

State National Companies

Headquartered in the Dallas–Fort Worth metroplex in Texas, we support clients nationwide with the industry’s most advanced insurance solutions and services. Credit unions, banks, and finance companies enjoy unmatched flexibility and
customization through our enhanced portfolio protection and insurance tracking.

Rep(s): Tasheen Alston-Wider, Regional VP

Strategic Resource Management, Inc.

SRM has unlocked more than $5 billion of value for our clients in areas such as payments, digital transformation, core processing, digital assets, and operational efficiency.

Rep(s): Dana Davis, SVP

SWBC

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): Rebecca Tinch, Sales & Marketing Events Mgr.

League partner

Trellance

Trellance is a credit union cooperative and technology partner for credit unions. With analytics, cloud and talent solutions, credit unions can increase efficiency and improve member experience. As a tech partner, Trellance ensures
that credit unions have access to the latest generation of fintech solutions.

Rep(s): Asha Connors, Chief Services Officer, Talent

Visa

Visa Inc. is an American multinational payment card services corporation headquartered in San Francisco, California. It facilitates electronic funds transfers throughout the world, most commonly through Visa-branded credit cards, debit
cards and prepaid cards.

Rep(s): Shannon Flood, Account Executive

League partner

Vizo Financial Corporate Credit Union

Vizo Financial, a state-chartered corporate credit union, supports credit unions nationwide with back-office solutions in the areas of money management, payments, core processing and education. With these services and the promise of
our partnership, we strive to help credit unions be their very best.

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

VolCorp Credit Union

VolCorp, a corporate credit union headquartered in Nashville, TN, equips credit unions with competitive products and services, including leading payment solutions, diverse investment products, and consulting services.

Rep(s): Dale Goode, Regional Dev. Executive

League partner

Zest AI

Zest AI helps auto lenders make better credit decisions with deep, accurate lending insights using more data and better math. Lend confidently down the spectrum, mitigate risk, and provide access to financing to more consumers.

Rep(s): Judy Lin, Head of Marketing