2017 Sponsors

Platinum Sponsor


Synergent is committed to promoting the growth of credit unions through service excellence in the delivery of quality products and services. We are a credit union-owned FinTech company that provides credit unions access to Symitar’s Episys Core Processing in a service bureau environment. Our Technology Services, Payment Services, Direct Marketing Services, and Professional Services divisions work together to bring credit unions the most accessible, integrated solutions in the industry. For more information about Synergent, please visit www.synergentcorp.com


Gold Sponsors



For over 25 years, Ardmore Banking Advisors has provided professional and independent services to financial institutions seeking to mitigate risk and attracting and manage the highest quality assets.

In that time, we have developed methodologies and solutions to implement cost-effective consulting, advisory and technological credit risk management to solve problems, exceed regulatory requirements and benefit shareholders by contributing to the institution’s overall strength.

Our team, made up of former C-Level bankers and regulators, possesses the expertise that can only be gained from hands-on experience in the financial services industry, which is applied to our three main offerings:

  • Onsite & Remote Loan Review Services
  • Credit Risk Consulting
  • Automated Credit Reporting & Analytics
  • Stress Testing and CECL Ready ALLL Automation


Clifton Larson

CLA is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets — all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have deep knowledge of their operating and regulatory environments. With more than 5,000 people, more than 100 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. 



COCC  is the fastest growing financial data processing company in the United States and recognized as a leader in delivering innovation and quality service to financial institutions. Launched in 1967, COCC was founded by its clients. This unique cooperative structure has set COCC apart from the competition and is one of the driving forces behind our success. COCC thrives with its highly flexible, fully-integrated core technology services, solid client ratings and frequent, meaningful exchanges with clients. At COCC, collaboration with clients yields success. For more information, please visit www.cocc.com.


Co-OpFinancial Services

CO-OP Financial Services is a financial technology and payments company that supports 3,500 credit unions and 60 million members by providing a cutting-edge suite of customizable tools and services. The company was the first in its industry to merge purpose, innovation and technology to help credit unions advance the industry mission of people helping people. Visit www.co-opfs.org.


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Established in 1994, CU Direct Corporation is the credit union industry’s foremost provider of leading lending solutions.  Through its CUDL, Lending Insights, OnSpot Financing, Vero and Lending 360 brands, CU Direct Corp. offers a diverse, extensive library of products and services designed to help credit unions advance their lending programs and achieve overall portfolio success.  For more information about CU Direct Corporation’s brands and full range of best-in-class lending products and services visit www.cudirect.com.



The CU24 Alliance is comprised of the largest credit union-owned ATM and POS network, including access to the most surcharge-free ATMs in the nation. CU24 offers a range of payment-related programs and services that can be tailored to the objectives of individual credit unions to meet the demands of an ever-changing financial services industry. At the CU24 Alliance we are committed to providing the expertise and services credit unions need to compete and improve their members’ lives.  For more information, visit CU24.com.



EarthLink is a leading network services provider dedicated to delivering engaging customer experiences in a cloud connected world. We help thousands of multi-location businesses optimize application performance and deliver secure, reliable connectivity in the cloud. Our solutions for SD-WAN, cloud and hybrid networking, security and voice/UC provide the cost-effective performance and agility to enable IT transformation and innovations including unified commerce and the Internet of things. We operate a nationwide network spanning 29,000+ fiber route miles, with 90 metro fiber rings and secure data centers providing the ubiquitous coverage required to serve customers anytime, anywhere via any device. To learn why thousands of specialty retailers, restaurants, franchisors, financial institutions, healthcare providers, professional service firms, governments, residential consumers and other carriers choose to connect with us, visit www.earthlink.com.



EiQ, a pioneer in hybrid security as a service, is transforming how mid-market organizations build enterprise-class security programs. Acting as an extension of our customers’ IT teams, EiQ provides continuous security operations based on best-of-breed technology at a fraction of the cost of alternative solutions. EiQ is a trusted advisor to organizations that need to improve their IT security and compliance posture and protect against cyber threats and vulnerabilities. For more information, visit: https://www.eiqnetworks.com.


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GraVoc Associates, Inc. is a family-owned and operated consulting firm located in Peabody, MA. The company is comprised of four practices, one of which is dedicated entirely to information security for community banks and credit unions throughout New England.  Originally formed out of a demand for Y2K risk assessment and auditing services, GraVoc’s information security practice has since expanded to address three principal functions within the financial services industry: risk management and compliance, IT assurance, and IT audit. www.gravoc.com



The Long Group is an industry thought leader in assisting the banking and insurance sectors in improving market share and earnings. For over 20 years The Long Group has been building benchmarks for performance and providing strategic insights, analytics and guidance. The Long Group’s suite of trademarked services allows financial institutions to drive revenue, control costs and improve performance. www.longgrouponline.com



Macpage LLC provides integrated audit, consulting and tax services to approximately 80 credit unions throughout the Northeast.  We have worked with credit unions for over 30 years, and understand how important it is for credit unions to engage firms who thoroughly understand the industry and who can tailor services to meet their specific needs. Our services include financial statement audits, 401(k) audits, internal audits, risk assessments, regulatory compliance, IT general controls reviews and service organization control (SOC) exams.  Our integrated team approach values your time and gives you access to the broadest range of Macpage expertise. Please visit macpage.com for more information.



NEACH is committed to educating our members to successfully originate and receive ACH transactions. Our staff of Accredited ACH Professionals provides the expertise, tools, and resources you need to navigate and utilize the ACH Network to increase revenue and enhance member services. As a non-profit association, we subscribe to a genuine member focus of people helping people, our goal is to serve our members. No matter your size, as a NEACH member, you matter. As a direct, voting member of the National ACH Association (NACHA), we solicit member feedback prior to voting on amendments to NACHA Operating Rules to ensure your specific needs and concerns are heard. www.neach.org


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Solar power is growing at an impressive rate, and credit unions have the opportunity to take full advantage of this thriving industry. More than 30 million homes across the country are eligible for solar, and that number is projected to grow even more. However, three of the biggest variables that hold homeowners back are access to trusted financing options, finding reputable solar  installers, and dedicating the time needed to research each part of the process. The Own My Solar platform from NRGTree aims to eliminate these uncertainties for your members while growing your lending portfolio.  Please join us for a demonstration of the added value we can offer your members while placing your loan options at the point of sale. www.nrgtree.com



We believe in the CU philosophy of people first, believe quality service is important, and know our IT services are tools to help accomplish and propel your CU mission of serving members. With CU regulations, 24/7/365 services, and increasing needs of members there is a constant requirement to update Information Technology (IT) systems for security, compliance, performance, and to ensure they are supporting and enabling your CU mission. Pure IT Credit Union Services partners with Credit Unions to evaluate IT maturity and implement technologies that help a Credit Union focus where it needs to – on it’s members.



For more than 21 years Raoust+Partners has been working exclusively with credit unions all across the US. It is our business—our passion—to guide your credit union and define exactly who you are in your community and engage your members at every touch point. We know from experience that every credit union has a story. A set of core beliefs, a value proposition. And for most, the telling of that story is a critical part of creating and strengthening that all-important relationship with members. We call this “building the foundation.” It is from this solid platform that you can continue to connect more strongly with prospective and current members, promoting and strengthening your truth as you become your members’ complete financial resource. Simply stated, we assist you in bringing your brand presence to life. Our omni-channel approach will strengthen strategic, consistent core value messages. More importantly, we build a member experience that translates into powerful, long-lasting relationships which yield powerful results to your bottom line.


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Van Deusen & Levitt Associates (VDLA) was founded by experts from the world’s largest branding and communications agencies. Our passion is helping organizations realize the full potential of their brands so they can achieve their business goals. Our extensive brand strategy and design work in financial services and experience in multiple other industries (consumer, hospitality, technology, etc.) provides fresh perspective and insights that single-industry agencies can’t match. We know that great brands create a strong emotional connection within an organization and with external audiences. Using a fact-based approach, we reveal not just WHAT people think and HOW they act – but WHY. We believe every credit union has a unique emotional brand advantage just waiting to be unleashed. Are you ready to realize the full potential of your brand?


Portsmouth, NH-based SilverCloud is the self-service solution for premier banks and credit unions.  Successful financial institutions utilize SilverCloud to improve service and increase productivity leading to higher growth. SilverCloud delivers easy-to-launch solutions that unify employee and digital service channels with consistent and accurate information. SilverCloud clients are more competitive, experience greater operational efficiency, and are more compliant – all through financial institution-focused SaaS tools including procedure and content services. For more information, visit www.silvercloudinc.com.



Wolf & Company’s financial institution practice is one of the largest in the Northeast, providing assurance, tax, risk management, and business consulting services to more than 200 institutions. With a century of experience in financial institutions, we pride ourselves on unparalleled client service that includes direct involvement from our senior management combined with responsive service from our multi-disciplinary team. Our clients represent financial institutions from denovo community banks to large regional institutions facing unprecedented regulatory scrutiny. Through our collaborative service strategy, we understand our clients’ challenges and opportunities and work with them to achieve their business goals while navigating potential obstacles. www.wolfandco.com



ZRent (www.zrent.net) is an independent division of Leader Bank, which licenses its innovative rent collection technology to community banks in order to attract and retain property owners as clients. Leader Bank, founded in 2002 as a de novo bank, is now a $1.2 Billion nationally chartered institution with seven full-service branches in the greater Boston area and consistently ranked as one of Massachusetts’s most profitable banks. Leader Bank has grown its deposit base at annual rate of 29% over the last 5 years through the introduction of several innovative programs, such as Zeugma Rewards – a loyalty checking and savings account, and Zrent (www.zrent.net) – an online rent collection tool for landlords to eliminate paper rent checks. In the past 18 months, Leader Bank has used ZRent to acquire hundreds of new checking account relationships and grown its Landlord deposits.


Silver Sponsor





Bronze Sponsor



Supporting Sponsors


crescent mortgage




Alkami Technology
Allanach/Mortgage Group Corporation
Ardmore Banking Advisors
Balance Sheet Solutions
Buckley Technology Group
CastleHill Managed Risk Solutions
Cathedral Corporation
CliftonLarsonAllen LLP
Coastal Outsourced Solutions
CO-OP Financial Services
Crescent Mortgage
CU Alliance
CU Direct
CU Members Mortgage
Cummins Allison
CUNA Mutual Group
Customized Service Concepts
eDOC Innovations
EiQ Networks Inc.
Elan Financial Services
Enterprise Car Sales
Financial Northeastern Companies
GT Reilly & Company
GraVoc Associates, Inc.
GreenPath Financial Wellness
IMS, Inc.
Indirect Auto Solutions
Innovative Business Systems, Inc.
Lee & Mason Financial Services, Inc.
LendKey Technologies, Inc.
Lighthouse Payment Services, Inc.
The Long Group
Macpage LLC
Magee Company
Members Mortgage
NEACH Payments Group
NES Group
New England College of Business
New England Design Associates
New England Money Handling Systems Inc
Norcom Mortgage
OM Financial Group
Open Lending, LLC
Partners Benefit Group
Priority Funding LLC
PRO Found Recovery Solutions
Pure IT Credit Union Services
Red Hawk Fire & Security
Route 66 Extended Warranty
Sage Data Security
Security Management Partners
Shoreline, a Gemalto Company
SilverCloud Inc
Student Choice
Sunrise Credit Services
Systems Engineering
Travelers Insurance
The Warren Group
Wolf & Company