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ACUMEN FINANCIAL ADVANTAGE

AUDIT AND CONSULTING | FINANCIAL SERVICES

Our custom strategies and solutions are designed to strengthen financial performance while aligning with your credit union’s priorities. From executive retention and investment yield optimization to advancing long-term community value, everything we do is engineered to help you deploy financial resources more efficiently and achieve sustainable results amidst an ever-shifting landscape.

Visit www.acumenfa.com to learn more.

CONTACT: Luisa Lora 4225 Executive Square Suite 600 LaJolla CA 92037 909-732-8459 llora@acumenfa.com www.acumenfa.com

ADVANTAGE, POWERED BY JMFA

OPERATIONAL SOLUTIONS

ADVANTAGE delivers multiple profit centers within one platform: strategic overdraft management, data-driven account acquisition, vendor contract optimization, and compliant account holder communications. Our solutions combine deep industry expertise, powerful data intelligence, and automation to drive revenue growth, operational efficiency, and long-term competitive strength.

CONTACT: Karen Frazee 1709 Hermitage Blvd. Ste 200 Tallahassee, FL 32308 850-558-1112 karen.frazee@myleverage.com www.myleverage.com

ALLIED SOLUTIONS

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. Allied Solutions is headquartered in Carmel, Indiana and maintains several offices strategically located across the country. Allied Solutions is a wholly owned and independently operated subsidiary of Securian Financial Group.

CONTACT: Mark Rodriguez

350 Veterans Way Suite 200 Carmel, IN 46032

305-962-6736

mark.rodriguez@alliedsolutions.net www.alliedsolutions.net

ATLANTIC CUSTOM WOODCRAFT CORP.

FACILITY DESIGN

Atlantic Custom Woodcraft is a Florida-based architectural millwork company serving credit unions for more than 30 years. We work directly with financial institutions and alongside design builders and contractors to create distinctive branch and headquarters environments. From renovations to multibranch rollouts, clients trust us for craftsmanship, reliability, and top-tier service. Visit us at booth 2 at ENGAGE.

CONTACT: Darcy Psihos 11146 Challenger Ave. Odessa, FL 33556 727-741-0404

AURORA ADVANTAGE, POWERED BY CSPI

CORE PROCESSING SERVICES | OPERATIONAL SOLUTIONS

Aurora Advantage is a NextGen cloud-based core software solution designed exclusively for credit unions, offering a fully integrated ecosystem including - Digital & Mobile Banking, Voice Banking, and Document Imaging & Tracking - built to streamline operations and power your digital transformation.

CONTACT: Lisa Kuhn Phillips 805 W Stadium Blvd. Jefferson City, MO 65109 260-437-0859 lkuhnphillips@cspiinc.com www.auroradigitalbanking.com

Darcy@AtlanticCustomWoodcraft.com www.AtlanticCustomWoodcraft.com CARIBOU

AUTOMOBILE SOLUTIONS | LENDING SERVICES

Caribou partners with credit unions to drive member and loan growth by matching them with qualified auto refinance borrowers through a digital, done-for-you marketplace.

CONTACT: Kyle Schilter 1200 17th St Suite 200 Denver, CO 80202 262-443-6669 kyle.schilter@gocaribou.com www.caribou.com

AUDIT AND CONSULTING | CYBERSECURITY | INFORMATION TECHNOLOGY

Currently the 79th largest firm in the United States, BMSS has the expertise to assist credit unions with their accounting needs, including financial statement audit, Supervisory Committee audit, EBP audit, Form 990 preparation, payroll, and IT. With seven office locations in Alabama and Mississippi, we currently provide peace of mind to credit unions with locations in Alabama, Mississippi, Georgia, Tennessee, and Florida.

CONTACT: Scott Stevens 1121 Riverchase Office Road Birmingham, AL 35244

205-982-5500

sstevens@bmss.com www.bmss.com

For over 30 years, CashTrans has served over 1,800 community financial institutions and companies from the Mid-Atlantic to the Southeast. Our industry-leading products include Hyosung and other high-quality ATM and teller video solutions (ITMs). CashTrans is an industry leader in ATM fleet managed services, turn-key equipment outsourced programs, equipment service and maintenance, deposit automation, teller cash recyclers, branch equipment, safes, security systems, VAT systems, mobile and digital banking solutions, and much more. Our clients deserve and expect only the best, and we commit that CashTrans will earn your business every day!

CONTACT: Nick Schuster 3286 Humphries Hill Rd, Austell, GA 30106 800-262-7995 nick.schuster@cashtrans.com www.cashtrans.com

BMSS ADVISORS & CPAS

CENNOX

ATM MANAGED SERVICES | FACILITY DESIGN | NETWORK SECURITY SERVICES

Cennox is a Nationwide agnostic service company that specializes in centrally managed, end-to-end solutions for credit unions across all things facilities, security and technology.

From Branch remodeling and transformation projects to ATM’s, ITM’s, TCR’s, safes, currency counters, security solutions designed to protect, and sales and service for all major OEM banking equipment and supplies. Cennox is the only partnership you’ll ever need.

CONTACT: Rick Smith 1015 Windward Ridge Pkwy, Alpharetta, GA 30005 470-350-7776 rick.smith@cennox.com www.cennox.com

CORPORATE AMERICA CREDIT UNION

FINANCIAL SERVICES

“Different Starts Here” is more than our motto—it’s how we show up for members every day. We think differently, act differently, and serve differently, with one goal: to deliver measurable value to your credit union. With more than 500 member credit unions nationwide, we offer a robust suite of solutions—investments, liquidity, and correspondent services including Real Time Payments/FedNow, Rise Loan Payment Portal, and ACH & item processing. Your future success is our priority. Let’s schedule a visit—partnering with CACU can help you thrive.

CONTACT: Pete Pritts 4365 Crescent Road Irondale, AL 35210 205-313-43000 services@corpam.org www.corpam.org

CORPORATE ONE FEDERAL CREDIT UNION

EFT SERVICES | FINANCIAL SERVICES LENDING SERVICES | OPERATIONAL SOLUTIONS

Corporate One leads the way in providing premier investment, funding, and payment solutions, elevating and empowering credit unions to fuel their members’ financial success. Corporate One also offers competitive services through its CUSOs, Accolade Investment Advisory and Lucro Commercial Solutions, for the benefit of credit unions nationwide.

CONTACT: Merrijo Hale 8700 Orion Pl Columbus, OH 43240 904- 861-6862 mhale@corporateone.coop www.corporateone.coop

CREDIT UNION AUDIT GROUP

AUDIT AND CONSULTING | COMPLIANCE AND RISK MANAGEMENT | OPERATIONAL SOLUTIONS

Credit Union Audit Group serves over 240 credit unions in the United States. Credit Union Audit Group was ranked as the 8th largest Credit Union Auditing Firm by Callahan and Associates in 2025.

What makes Credit Union Audit Group different than other auditing firms?

• Exclusive to Credit Unions – We KNOW this industry!

• Remote Capability – Any audit can be completed 100% remotely.

• Security – We provide a secure portal for easy document uploading.

• Competitively priced – FREE quotes available.

• Scale – We are THE largest Credit Union audit and compliance firm in the Southeast, currently serving 200+ credit unions.

CONTACT: Marcus King 1709 Hermitage Blvd Suite 200 Tallahassee, FL 32308 662-322-1038 marcus.king@cuauditgroup.com www.cuauditgroup.com

CREDITORS BUREAU ASSOCIATES

FINANCIAL SERVICES | OPERATIONAL SOLUTIONS

Creditors Bureau Associates leverages our core values of Compliance First, Work Smart, and Serving Others to maximize cash velocity on First Party and Third Party delinquent account recovery for financial entities.

CONTACT: Calder Willingham 112 Ward St. Macon, GA 31204 478-737-7274 calderw@cbamacon.com www.cbamacon.com

CRS Data is a property, tax, real estate and lending intelligence company. For thirty years we have been providing accurate reliable property and lending information to the financial and real estate community. Over two hundred financial institutions use CRS daily to support their operations. Through our MLS division about a third of all realtors use CRS daily.

The data CRS provides supports operations in multiple ways. Clients use CRS to verify property data, address the safety and soundness of their lending portfolio, perform internal evaluations, underwriting and generate new commercial and residential lending opportunities. We help financial institutions operate more efficiently, generate new revenue and monitor their lending portfolio.

CREDIT UNION LOAN SOURCE

LENDING SERVICES

Credit Union Loan Source’s Lending Solutions offerings help credit unions simplify and strengthen their auto lending operations with powerful tools. Two standout solutions are Indirect Auto Recovery and DMV Navigator. Our Indirect Auto Recovery program provides an efficient solution for reducing charge-off balances on Indirect Used Car loans while providing a valuable dealer management tool. DMV Navigator simplifies tax, title, and registration calculations through a comprehensive nationwide database. We also provide insight on the title, registered owner, and lienholder of the vehicle. Enabling a smarter lending process and ensuring proper lien placement. These tools improve efficiency, increase accuracy, and reduce risk; allowing credit unions to process auto loans with greater confidence while delivering a smoother experience for everyone involved.

CONTACT: Karen Frazee 1709 Hermitage Blvd. Ste 200 Tallahassee, FL 32308 850-558-1112 karen.frazee@myleverage.com www.myleverage.com

CONTACT: Matthew Russell 341 Troy Cir SW Knoxville, TN 37919 423-619-5302 mrussell@crsdata.com www.crsdata.com

CUSG

FINANCIAL SERVICES | HUMAN RESOURCES | INFORMATION TECHNOLOGY | MARKETING |

CUSG delivers innovative HR, marketing, technology, and financial empowerment solutions to 2,200+ organizations nationwide, collaborating to create exceptional experiences and measurable results.

CONTACT: Karen Frazee 1709 Hermitage Blvd. Ste 200 Tallahassee, FL 32308 850-558-1112 karen.frazee@myleverage.com www.myleverage.com

DDJ MYERS

DDJ Myers is a national consulting firm specializing in C-Suite recruitment, board governance and leadership, succession planning, and executive development for nonprofits and financial institutions. For more than three decades, we have partnered with mission-driven organizations to strengthen leadership capacity and advance long-term organizational effectiveness.

Our work focuses on helping boards and executive teams navigate complex transitions, align strategy with purpose, and build high-performing, inclusive leadership cultures. With a strong commitment to advancing diversity and expanding leadership opportunities, we support organizations in identifying and developing talent that reflects the communities they serve.

CONTACT: Josie Collins

4340 E. Indian School Road Suite 21-472 Phoenix, AZ 85018 800-574-8877 josiecollins@ddjmyers.com www.ddjmyers.com

DEI INCORPORATED

FACILITY DESIGN

DEI is a national design/build company that goes beyond the expected to turn your project into a growth opportunity. We create sales environments by incorporating all aspects of facility planning, from site search and selection, strategic analysis and planning through architecture, construction, interior design, branding and retail concept design. At DEI, we design and build to grow your business.

CONTACT: Justin Sweetman 1239 Atticus Court Wesley Chapel, FL 33543 813-373-2340

jsweetman@dei-corp.com www.dei-corp.com

DOEREN MAYHEW

As the number one credit union auditor, Doeren Mayhew loves credit unions. Equipped with experience and credentials, we serve over 500 financial institutions across the nation.

Our pros put their 45-plus years of first-hand experience to work to help credit unions tackle challenges, unveil opportunities and navigate regulatory complexities. 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.

Learn more about Doeren Mayhew by visiting our website at www.doeren.com.

CONTACT: John Murnane 8785 SW 165th Avenue, STE 303 Miami, FL 33193 305-232-8272 murnane@doeren.com www.doeren.com

ELAN CREDIT CARD

COMPLIANCE AND RISK MANAGEMENT | FINANCIAL SERVICES | MARKETING |

Elan is the leading agent credit card issuer trusted by more than 1,300 financial institutions. By fully funding program operations and providing digital servicing tools, Elan helps partners streamline operations, reduce administrative burdens, and drive sustainable portfolio growth. Visit our website to learn more and explore additional payment solutions.

CONTACT: Bill Bierman 200 S. 6th Street, Minneapolis, MN 55042 704-998-1297

bill.bierman @elanfs.com www.elancreditcard.com

GROWTH BY DESIGN

MARKETING

Growth by Design (GBD) is a full-service marketing agency offering end-to-end support in branding, web development, graphic design, video production, copywriting, and more. By blending artistic passion with transformational strategy, GBD delivers high-quality, effective content that resonates with your members and, in turn, fosters your credit union’s growth.

CONTACT: Kristi Arrington 2810 Premiere Pkwy, Ste 150 Duluth, GA 30097 678-542-3451

Kristi.Arrington@the-league.coop www.growthbydesign.org

GALLAGHER

INSURANCE

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

CONTACT: Mike Mason 4250 Congress Street Suite 200 Charlotte, NC 28209 704-332-2071

mike_mason@ajg.com www.gallagherexecben.com

HAPPY MONEY

LENDING SERVICES

Happy Money is a consumer finance company that helps people pay off high-interest credit card debt through simple, transparent personal loans funded by trusted financial institutions. For credit unions, Happy Money provides turnkey access to high-yield, short-duration consumer loans through its proprietary lending platform, Hive. The company manages the full lifecycle – from borrower acquisition and underwriting to origination and servicing – helping partners diversify portfolios while supporting member growth. Through origination and participation opportunities, credit unions can scale with confidence. Together with its partners, Happy Money has originated more than $6.8 billion in loans, helping over 350,000 people reduce financial stress and achieve their goals.

CONTACT: Dustin Mena 21515 Hawthorne Blvd STE 200 Torrance, CA 90503 408-209-9058

dmena@happymoney.com www.happymoney.com

KRISTOPHER JAMES COMPANY

MARKETING | OPERATIONAL SOLUTIONS

Kristopher James Company (KJC) helps financial institutions reduce costs and operate more efficiently. With over 30 years of experience, we provide tailored solutions in expense management, marketing programs, and operational supplies for the financial services industry. We are the preferred provider of forms and supplies for Jack Henry™ however our expertise expands to all core systems. From hardware and operational print to inventory automation and fulfillment, our team brings unmatched knowledge to every aspect of your supply chain – simplifying operations and delivering guaranteed savings.

CONTACT: Cynthia Glover 1406 Dunn Drive Carrollton, TX 75006

800-274-9212

cglover@kristopherjamescompany.com www.kristopherjamescompany.com

LEE & MASON FINANCIAL SERVICES

AUTOMOBILE SOLUTIONS | COLLECTIONS | COMPLIANCE AND RISK MANAGEMENT | INSURANCE | FINANCIAL SERVICES

Lee & Mason Financial Services helps credit unions protect their loan portfolios while reducing the time and complexity of tracking borrower insurance. Our customizable collateral protection solutions include lender-placed insurance, blanket coverage for real estate and equipment loans, mortgage impairment coverage, and fully outsourced insurance tracking through our Intrex platform.

By combining specialized insurance programs, advanced technology, and experienced service teams, we help credit unions reduce uninsured losses, streamline insurance administration, and improve operational efficiency. Since 1954, Lee & Mason has partnered with financial institutions nationwide to strengthen risk management programs while allowing lending teams to focus on serving members and growing their portfolios.

CONTACT: Cody Ross 116 Newberry Ct Fortson, GA 31808 714-749-0917 cross@leeandmason.com www.leeandmason.com

LENDING SERVICES

LendKey provides financial institutions access to high-quality consumer loans to deploy capital and diversify balance sheets. Its loan participation model enables fractional loan ownership, helping credit unions broaden portfolios and manage risk, while ALIRO democratizes loan sales and participations of all sizes for institutions of all sizes.

CONTACT: Karen Frazee 1709 Hermitage Blvd., Ste 200 Tallahassee, FL 32308

850-558-1112

karen.frazee@myleverage.com www.myleverage.com

LEVERAGE PAYMENT SOLUTIONS

LEVERAGE Payment Solutions (LPS) provides strategic payment processing and advisory services designed specifically for financial institutions. Its offerings include debit and credit card programs, P2P capabilities, rewards platforms, ATM services, and chargeback management. By combining modern technology with experienced guidance, LPS helps organizations strengthen card portfolios, improve operational efficiency, and support long-term growth. The team works closely with clients to develop customized programs that align with institutional goals and evolving member expectations. Known for responsive service and deep industry knowledge, LPS delivers practical expertise and reliable support that help financial institutions navigate the rapidly changing payments landscape with confidence.

CONTACT: Brad Farris

1709 Hermitage Blvd, Suite 200 Tallahassee, FL 32308

859-469-4427 consulting@myleverage.com www.leveragepaymentsolutions.com

MBFS (Member Business Financial Services) is a credit unionowned CUSO that helps credit unions launch, expand, and manage member business lending with a low barrier to entry. We provide end-to-end lending services - underwriting, credit analysis, policy development, documentation, servicing, and SBA support.

Through dedicated collections and special assets support, plus portfolio monitoring and risk reporting, MBFS helps credit unions manage loan performance through changing market conditions. Additionally, MBFS’s customizable training is aligned with NCUA and state guidance, reinforcing compliance and risk management. Credit unions ready to launch or grow business lending should contact MBFS to evaluate needs and implement a scalable program.

CONTACT: Karen Frazee 1709 Hermitage Blvd. Ste 200 Tallahassee, FL 32308 850-558-1112

karen.frazee@myleverage.com www.myleverage.com

LENDKEY

MCQUEEN FINANCIAL ADVISORS

FINANCIAL SERVICES

McQueen Financial Advisors is an SEC-registered investment advisory firm specializing in three key areas: Investment Management, Asset Liability Management (ALM) and CECL, and Mergers and Valuations. Our Investment team manages over $16 billion for financial institutions, nonprofits, and individuals, backed by world-class credit analysis. The ALM team provides national reporting on IRR, liquidity, concentration, and core deposit studies. Additionally, our Valuation and Advisory group is a national leader in merger valuations, MSR valuations, and transaction advisory services. We pride ourselves on delivering comprehensive financial expertise and data-driven insights to clients across nearly every state.

CONTACT: Karen Frazee 1709 Hermitage Blvd. Ste 200 Tallahassee, FL 32308 850-558-1112 karen.frazee@myleverage.com www.myleverage.com

MEMBER FIRST MORTGAGE

MORTGAGE SERVICES

Member First Mortgage is a credit union owned CUSO offering a variety of partnership options designed to fit the unique needs of credit unions.

• Affiliate, Wholesale and Correspondent partnerships

• Complete suite of Conventional, Government and Credit Union Portfolio products

• Servicing/Sub-Servicing

CONTACT: Jim Dymek

2971 Flowers Road, Suite 235 Atlanta, GA 30341

470-412-5557

jim.dymek@memberfirstmortgage.com www.discoverMFM.com

MEMBERS ATM ALLIANCE

MEMBER ACCESS PROCESSING (MAP)

ATM MANAGED SERVICES | COMPLIANCE AND RISK MANAGEMENT | DATA PROCESSING | MEMBER SERVICE SOLUTIONS

Member Access Processing (MAP) provides credit unions with an advocate of their own when it comes to payment processing. As a CUSO, our sole focus is helping credit unions serve their members and grow their card portfolios. For over 25 years, MAP has been the credit union payment processor of choice for Visa DPS, providing credit unions with single-point access to all the payment technologies, training, and education that Visa® offers. Experience MAP.

CONTACT: Jay McCracken

303-638-5742

jay.mccracken@mapcuso.com www.mapcuso.com

ATM MANAGED SERVICES

Members ATM Alliance (MAA), a credit union-owned CUSO, simplifies ATM and ITM operations for credit unions nationwide. Collectively owned, MAA provides comprehensive outsourced services including real-time monitoring, cash management, proactive maintenance, terminal driving, switching, deposit processing, compliance, dispute resolution, and marketing tools. Partnering eliminates capital costs, delivers typical savings of over $26,400 per year per ATM, frees 300+ staff hours annually per ATM, minimizes downtime, and offers an expansive surcharge-free network with cash/check deposits. ATM as a Service integration brings cutting-edge technology, while league collaborations extend benefits—built by credit unions, for credit unions, MAA empowers focus on member service and growth.

CONTACT: Kyle Fowler

2810 Premiere Parkway Suite 150 Duluth, GA 30097

678-542-3479 maainfo@membersatm.org www.membersatm.com

MEMBERS CORE ALLIANCE

CORE PROCESSING SERVICES

Members Core Alliance (MCA), a credit union-owned CUSO, in partnership with Sharetec, provides credit unions nationwide with a cutting-edge, user-friendly core processing platform through collaborative effort among participating peers. Founded by credit unions for credit unions, MCA delivers an intuitive, robust system leveraging the latest technology to streamline operations, lower expenses via pooled resources, mitigate risk, ease compliance burdens, and enhance member and staff experiences with superior digital banking features— including powerful modern online and mobile banking plus advanced custom reporting. Outsourcing to MCA reduces costs, frees staff time from legacy workarounds, and empowers focus on member service and growth—with hands-on support and a shared peer network.

CONTACT: Kyle Fowler

2810 Premiere Parkway, Suite 150 Duluth, GA 30097

678-542-3479

kyle.fowler@the-league.coop www.memberscorealliance.com

OSG is a leading provider of digital and print member statements and communications tailored for credit unions. With over 600 credit union clients, we provide engaging member communications while meeting regulatory and security requirements. Harness data, drive digital adoption and improve member experiences with one trusted partner.

CONTACT: Karen Frazee 1709 Hermitage Blvd. Ste 200 Tallahassee, FL 32308 850-558-1112

karen.frazee@myleverage.com www.myleverage.com

OUR MORTGAGE TEAM

MORTGAGE SERVICES

ORIGENCE

LENDING SERVICES

Origence is a leading technology provider transforming the lending experience for credit unions and their members. Established in 1994 as a credit union service organization, Origence has helped credit unions originate nearly $600 billion in loans through a network of connected technology solutions including Origence CUDL™, Origence Lending Services, Origence arc, and FI Connect.

CONTACT: Cameron Rueff 18400 Von Karman Avenue, Suite 900 Irvine, CA 92612 661-714-8941 cameron.rueff@origence.com www.origence.com

Our Mortgage Team, a CUSO, specializes in providing comprehensive mortgage solutions for credit union members. Offering full-service mortgage programs and customizable a-la-carte services, we help credit unions lend more while empowering members to achieve homeownership. Services include loan origination, processing, underwriting, closing, servicing, and compliance management, with options such as FHA, VA, USDA, conventional loans, as well as specialized loans like down-payment assistance and first-time buyer programs. We also provide zero-cost value-added services, including staff training, cross-selling credit union products, marketing support, and member counseling. With a 96% satisfaction rate among closed loan members, Our Mortgage Team is committed to delivering tailored solutions and exceptional service.

CONTACT: Karen Frazee

1709 Hermitage Blvd. Ste 200 Tallahassee, FL 32308 850-558-1112

karen.frazee@myleverage.com www.myleverage.com

PAR NORTH AMERICA

COLLECTIONS | COMPLIANCE AND RISK MANAGEMENT

Nationwide asset management, including repossession, skip tracing, titles, and remarketing. PAR delivers comprehensive asset recovery management solutions, powered by decades of expertise and a proven track record for over 400 lenders.

CONTACT: Karen Frazee 1709 Hermitage Blvd. Ste 200 Tallahassee, FL 32308 850-558-1112

karen.frazee@myleverage.com www.myleverage.com

PULSE

FINANCIAL SERVICES

PULSE® is a leader in debit payments, global cash access, and account transfers. Visit PulseNetwork.com to learn about our comprehensive suite of products and services.

CONTACT: Brian Harbin 1301 McKinney Street, Suite 600, Houston, Texas 77010

678-325-9910

brianharbin@discover.com www.pulsenetwork.com

PIVOT GROUP LLC

COMPLIANCE AND RISK MANAGEMENT CYBERSECURITY

PIVOT Group LLC is an Independent and Objective Audit, Assessment, and Compliance Services Firm.

PIVOT Group LLC is also an approved LEVERAGE Services Business Partner focusing on NCUA Reg 748 A&B, State & Local Data Privacy Laws, and PCI Compliance.

CONTACT: Karen Frazee 1709 Hermitage Blvd. Ste 200 Tallahassee, FL 32308 850-558-1112

karen.frazee@myleverage.com www.myleverage.com

COMPLIANCE AND RISK MANAGEMENT | CYBERSECURITY | INFORMATION TECHNOLOGY | NETWORK SECURITY SERVICES | OPERATIONAL SOLUTIONS

Pure IT is a Credit Union Service Organization that provides Strategic Technology Consulting. We partner with credit unions to offer Professional Services, Infrastructure Project Implementations, and Technology Managed Services. With partnership at its core, Pure IT can tailor technology solutions to the competitive advantage of each credit union. We use technology to fulfill credit union strategy and business needs, creating an efficient IT ecosystem that helps our partners achieve their goals. Learn more about us at

CONTACT: Karen Frazee 1709 Hermitage Blvd. Ste 200 Tallahassee, FL 32308

850-558-1112

karen.frazee@myleverage.com www.myleverage.com

RESEDA GROUP

MARKETING | OPERATIONAL SOLUTIONS

Reseda Group is a wholly-owned credit union service organization of MSU Federal Credit Union (MSUFCU), focused on the way people interact with their finances and how financial institutions engage with their consumers. By leveraging innovative products developed in-house and through its partnership ecosystem, Reseda Group is making financial technology and engagement solutions more accessible and approachable to the industry. Learn more at resedagroup.com.

CONTACT: Karen Frazee 1709 Hermitage Blvd., Ste 200 Tallahassee, FL 32308 850-558-1112

karen.frazee@myleverage.com www.myleverage.com

RISE ARMORED SERVICES

OPERATIONAL SOLUTIONS

Rise Armored Services is focused on providing first class cash in transit and cash management services to financial institutions. Our goal is to exceed your expectations. At Rise, we partner with customers to ensure a safe, transparent, and reliable service that you can count on. Rise provides full-service cash in transit services, to include ATM replenishments and branch deliveries, vault/cash management, FRB deliveries/pickups, coin processing, ATM cleaning and inspections, and interoffice courier services. The Rise service area expands northern Alabama, southern Tennessee, and western Georgia. Contact us today to see how we can work together.

CONTACT: Tony Kather 4975 Bradford DR NW, Suite 200 Huntsville, AL 35805 256-822-4044

tkather@risearmored.com www.risearmored.com

LEGEND

ROCKET PRO

MORTGAGE SERVICES

Rocket Pro helps credit unions deepen member engagement with mortgage options, tech, and support.

CONTACT: Rick Pelletier 1050 Woodward Ave Detroit, MI 48226

313-751-9662

RickPelletier@rocketmortgage.com www.rocketpro.com/financial-institutions

SAGE DIRECT

OPERATIONAL SOLUTIONS

At Sage Direct we don’t just deliver your statements — we turn every communication touchpoint into an opportunity. Leveraging decades of print and digital-document expertise for the credit union industry, we partner directly with your core and digital banking stack, enabling seamless integration, cost-efficient delivery, and actionable insights from your member-communications data. From monthly statements to personalized notices, multichannel delivery (print, mobile, email), and analytics that help drive member engagement and growth — Sage Direct provides the communications platform credit unions trust to deliver on mission and metrics.

CONTACT: Peter Beaudet 3400 Raleigh Dr. SE Grand Rapids, MI 49512

904-295-5906

pbeaudet@sagedirect.com www.sagedirect.com

LENDING SERVICES | MEMBER SERVICE SOLUTIONS

Salus helps credit unions turn Gen Z into members life with solutions they use, including same-day digital microloans, earned wage access, AI-powered predictive analytics, and rent reporting.

CONTACT: James Chemplavil 1300 South Blvd. Suite B12 Charlotte, NC 28203 704-216-4093 james@salusfintech.com www.salusfintech.com

SORENSON VAN LEUVEN LAW FIRM

CONTACT: Karen Frazee 1709 Hermitage Blvd. Ste 200 Tallahassee, FL 32308 850-558-1112 karen.frazee@myleverage.com www.myleverage.com SALUS

LEGAL SERVICES

Sorenson Van Leuven is a law firm providing legal services to credit unions for collections, bankruptcy, foreclosure and litigation matters. Further, we provide consulting to credit unions on matters related to loss mitigation, collections, recovery and loan servicing issues. We have attorneys licensed in Florida and Georgia.

CONTACT: Jim Sorenson 2015 Delta Blvd. Tallahassee, FL 32303 850-388-0500 jim@svllaw.com www.svllaw.com

TRUSTAGE

CYBERSECURITY | FINANCIAL SERVICES | INSURANCE | LENDING SERVICES

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. www.trustage.com

VOLCORP

Founded in 1981, Volunteer Corporate Credit Union (VolCorp) is a not-for-profit financial services cooperative headquartered in Nashville, Tennessee, now serving more than 300 credit unions nationwide with more than $1 billion in total assets. VolCorp provides its members with the tools to succeed, specializing in dynamic payment solutions, tailor-made investment products, and incomparable member care. Solutions include customized consulting, compliance, audit, and risk-based services offered by Symphony LLC, a wholly owned CUSO. By prioritizing its membership, VolCorp remains deeply committed to the credit union philosophy of “People Helping People.” For more information, please visit www. volcorp.org or www.symphonycuso.org.

CONTACT: Dale Goode 2460 Atrium Way Nashville, TN 37214 615-232-7951 dgoode@volcorp.org www.volcorp.org

AUDIT AND CONSULTING | COMPLIANCE AND RISK MANAGEMENT| CYBERSECURITY

Our CUSO specializes in assisting and guiding credit union clients through the performance of audits, assessments, and examinations. We focus on the identification of cyber threats and in meeting regulatory governance, information security, and compliance requirements as mandated by NCUA, state regulators and the Federal Reserve. Services are tailored specifically to individual credit union needs and are offered as bundled packages or à la carte. As a CUSO, all profits remain within the credit union family.

CONTACT: Alan W. Ropes 1659 Achieva Way Ste 102 Dunedin, FL 34698 727-410-3589 aropes@vyfi.com www.vyfi.com

WARREN AVERETT

AUDIT AND CONSULTING | CYBERSECURITY | HUMAN RESOURCES | INFORMATION TECHNOLOGY

Warren Averett is one of the largest accounting firms in the Southeastern region, ranking among the top 50 firms in the United States. With more than 750 employees across 13 offices, Warren Averett offers depth and experience in financial services with traditional services such as external audit, internal audit, and tax as well as consulting services such as information technology consulting, executive search and recruiting, employee benefit plan services and more.

CONTACT: Jeff Burleson

2500 Acton Road Birmingham, Al 35243 205-769-3351

jeff.burleson@warrenaverett.com www.warrenaverett.com

WELTMAN, WEINBERG, & REIS CO., L.P.A.

COLLECTIONS | LEGAL SERVICES

As a law firm with in-house collection services, we are an endto-end solutions provider with the ability to integrate the filing of legal action with collection activity wherever a debtor or debtor’s assets may be located, nationwide.

CONTACT: Dawn Pagon

5590 West Creek Rd. #200 Independence, OH 44131 216-739-5021

DPagon@weltman.com www.weltman.com