Kaye-Smith
Dick Ehrig
425.228.8600
dick.ehrig@kayesmith.com

Kaye-Smith is the Northwest’s most comprehensive professional services company specializing in the execution of data-driven communications and document outsourcing programs. We help credit unions save time and money by providing a regional outsource solution to mission critical yet non-core business functions in the areas of:

• Statement Processing & Financial Communications
• Print & Inventory Management
• Direct Marketing & Personalized Fulfillment
• Web Solutions, ePresentment and Web-2-Print

ISO Certified and SAS-70 Audited. Operations in Washington and Oregon utilize the most contemporary technology available and provide the highest level of physical and data security, offering built in disaster recovery and business continuity.

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Catalyst Corporate Federal Credit Union
Tony Harter
971-244-6356
tharter@catalystcorp.org

Catalyst Corporate Federal Credit Union is the new organization built on the best of Southwest Corporate Federal Credit Union and Georgia Corporate Federal Credit Union. Catalyst Corporate offers credit unions a slate of financial services designed around efficiency, including: item processing and remote deposit capture, balance sheet management, electronic payments, and correspondent, lending and investment services.

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UBS Financial
Gary Tantleff
908.470.6208
gary.tantleff@ubs.com

UBS, as one of the world's leading financial firms, is present in all major financial centers worldwide and has offices in over 50 countries. At UBS we understand credit unions have unique investment needs. The Credit Union Advisory Group at UBS offers services focused on the unique needs of credit unions. This group, created through the efforts of Managing Director of Investments, Gary Tantleff, includes an experienced team of fixed income professionals who have a thorough understanding of the National Credit Union Administration (NCUA) rules and regulations, including part 703. They can provide the dedicated guidance, capabilities and practical support to help credit unions develop and grow their investment program.

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Shannon & Associates, LLP
Roger A. Jones, CPA
Partner
253-852-8500
RJones@Shannon-CPAs.com

Shannon & Associates, LLP provides audit, regulatory compliance and internal auditing services to Credit unions throughout the Northwest. With our deep industry experience and common sense approach to the field of independent auditing—we are tailored for serving credit unions. Our core services include:

• Opinion and AUP Audits
• Regulatory Compliance Exams and Advice
• BSA Examinations
• Annual Internal Audit Planning
• IT Vulnerability Testing
• CUSO Audit Services
• Financial Literacy Training

As the independent accounting firm of the Northwest Credit Union Association and for many members of NWCUA, we are known for providing value-added services at a fair price to credit unions ranging in size from $1 million to over $1 billion; especially for those credit unions who expect improved corporate governance and risk management.

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Diebold Incorporated, Northwest Region
Ron Hansen, Client Executive
925-788-0049
Ronald.hansen@diebold.com

As a global technology leader and innovative services provider, Diebold delivers the customized, integrated security and self-service solutions that position financial institutions to achieve the highest levels of efficiency, reliability and security. For more than 150 years, Diebold remains a trusted name in the industry because of the partners who support our organization and the customers who foster our innovation. Visit www.diebold.com to discover how our portfolio of solutions can help drive your business forward.

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CU Members Mortgage
Lorraine Lachapelle, VP of Sales
800-607-3474 ext. 252
lorrainl@homeloancu.com

The premier provider of complete mortgage solutions for members of more than 1,000 credit unions nationwide. Advanced technology, customized partnership levels, training and marketing support help you build a strong and secure mortgage department.  Call today to find how we can work together to provide for all your members’ needs.