Conference Sponsors


Alloya Corporate FCU

Alloya provides critical cooperative services to over 1,600 member credit unions, including investment, financial, lending and correspondent services. In conjunction with its wholly-owned CUSO, Balance Sheet Solutions, LLC, Alloya leverages the power of aggregation to ensure its members remain competitive in today’s market place. To learn more, visit

CO-OP Financial Services

CO-OP Financial Services is a payments and financial technology 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   



CUNA Mutual Group

CUNA Mutual Group is the marketing name of CUNA Mutual Holding Company, its affiliates and subsidiaries. Our insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. With more than 75 years of true market commitment, CUNA Mutual Group's vision is unwavering: To be a trusted business partner who delivers service excellence through customer-focused products and market-driven insight.

Federal Home Loan Bank of New York

As a privately-owned, federally-chartered corporation established in 1932, the FHLBNY provides wholesale credit, correspondent services, and mortgage finance products to member-lenders in New Jersey, New York, Puerto Rico and the U.S. Virgin Islands. Serving as your partner in community lending, we offer products and services to help you more effectively meet the needs of your customers. We are committed to operating a financially safe and sound organization and fostering diversity at all levels by ensuring the inclusion of minorities, women, and individuals with disabilities in employment, in our business activities, and in service contracts. For more information, contact us at (212) 441-6700.

First Heritage Financial

First Heritage Mortgage Services provides a comprehensive, no cost, 1st Mortgage Partners Program that supports and services 83 partner credit unions that have combined assets of over $11 billion. First Heritage began as a wholly owned subsidiary of American Heritage Federal Credit Union. In Ownership offerings, Service 1st Federal Credit Union of Danville, PA, Erie Federal Credit Union of Erie, PA, People First Federal Credit Union of Allentown, PA, Sun East FCU of Aston, PA, and Lebanon FCU of Lebanon, PA purchased ownership in First Heritage.

First Heritage Mortgage Services allows partner Credit Unions to expand their resources without incurring added expenses.  Additionally, First Heritage does not do business at the expense of Credit Union members.  With an expert staff averaging 18 years of first mortgage experience, First Heritage can help take your lending platform to the next level and increase your membership through value added product offerings. 


Granite provides voice, data and other related communications products and services to multi-location businesses and governmental agencies throughout the United States, Canada and Puerto Rico. Granite furnishes services to more than two-thirds of the Fortune 100 companies in the United States, and 1.5 million voice and data lines under management. Granite employs over 1,600 people at the company’s headquarters in Quincy, MA and offices in Atlanta, GA, Miami, FL, New York, NY, Providence, RI, Chicago, IL and Dallas, TX.

Great American Insurance Group 

ClearOne Equipment Management is your one source for comprehensive management of equipment maintenance and hard‐dollar savings. An easy portal, customized for your organization, is your one contact point for handling repair and maintenance requests, converting many manual steps to a streamlined, time-saving process. Replace your multiple equipment service contracts with one agreement, reducing administration time and saving you up to 20% on current costs, and you can keep your existing vendors. Plus, online transparent reporting supports your budgeting and decision‐making. ClearOne is provided through GAI Warranty Company, a non‐insurance member of Great American Insurance Group. For more information, contact Debbie Giordano at 484-467-6739 or

Informa Research Services

Informa Research Services is the premier provider of competitive product rate and fee information, sales and service evaluation, regulatory compliance testing, and lead generation services to the financial industry. We gather accurate, timely, and granular competitive product information, branch experience measurements, and consumer opinions. We deliver powerful market information, insightful analysis, and targeted recommendations.


OneDigital | Health and Benefits 

It's simple, Happy Employees = Happy Members! Through the commitment we've made to the credit union movement and in having the privilege to serve 3000 credit unions in all 50 states, we make it easy.


PWCampbell, widely known and respected in the financial services industry, is a fourth generation, family-owned retail services and design/build firm. Founded over 100 years ago, we are dedicated to serving our clients by providing the planning, retail branding, merchandising, digital marketing, design and construction expertise they seek to optimize their marketing efforts.

The Credit Union Advisory Group

In addition to a full range of eligible credit union investments, The Credit Union Advisory Group at UBS offers online account access, 24 hours a day, seven days a week, enhanced portfolio analytics, and a nationally recognized research group. Gary Tantleff, Managing Director-Investments heads a team of individuals with many years of experience dedicated to servicing credit unions across the nation. For information, call Gary Tantleff at 1.877.269.1776.

Your Marketing Co

Strong relationships push good into great. You know your members in ways that no bank can. Making the point to know you just as well, Your Marketing Company takes the time and the care to connect and cultivate understanding of your credit union—to learn your goals, see your needs, and understand your culture. Together we will create and execute a marketing plan created specifically for your credit union.