The NAFCU Journal January - February 2018 - 40

NAFCU 2018

VENDOR DIRECTORY

maintain operational compliance and market share in the IRA, HSA, ESA, and retirement plan industry.
Ascensus is the NAFCU Services Preferred
Partner for IRA, retirement plan, and Health
Savings Account (HSA) solutions software,
training, documents, and consulting.

B
Banker's Toolbox
Alyssa Albertson
12331-B Riata Trace Pkwy, Bld 4 Ste 200
Austin, Texas 78727
Phone: 512-279-5876
Alyssa.albertson@bankerstoolbox.com
www.bankerstoolbox.com
Banker's Toolbox provides tailored solutions
for BSA/AML and fraud detection, beneficial
ownership, OFAC scanning, and secure wire
processing automation that are designed,
supported and served by industry experts.
With Banker's Toolbox, users are empowered with transparency, control over their
systems and flexible deployment options,
laying the groundwork for growth and
success.

BFB Gallagher.
Liz Santos, Area Vice President, Marketing
and Business Development
4600 Park Road, Suite 200
Charlotte, NC 28209
Phone: 866-332-2265
Liz_Santos@ajg.com
www.BFBbenefit.com
BFB Gallagher consults on Executive Benefits, Benefit Liability Management, Institutional Asset Management, and Charitable
Donation Accounts. More than 400 credit
unions and other nonprofits utilize our solutions for recruiting, rewarding, and retaining
their human capital, including innovative
methods for offsetting those costs. Our
customized solutions ensure federal and
40

state regulatory compliance in meeting your
needs throughout the life of your plans, from
board education and design to implementation and administration. You and your
participants receive online account access,
featuring on-demand reports, accounting
entries, due diligence reports, and more.
To help you benchmark your benefit plans,
we are pleased to offer the annual NAFCU-
BFB Gallagher Executive Compensation and
Benefits Survey at no charge to the credit
union community.
BFB Gallagher is the NAFCU Services Preferred
Partner for Executive Benefits and Compensation Consulting Services. View educational
resources and register for upcoming webinars
at www.BFBbenefit.com.

BrandProtect
Shanna Gordon, Sales and Marketing Director
5520 Explorer Drive, Suite 2015
Mississauga, ON, L4W 5L1, Canada
Phone: 866-721-3725
sales@brandprotect.com
www.brandprotect.com
BrandProtect helps organizations gain control over how they are represented online
by uncovering and mitigating the threats
that put their rights, revenue streams and
reputation at risk.
BrandProtect is the NAFCU Services Preferred
Partner for Cyber Threat Intelligence and
Brand Protection.

C
CBANC Network, Inc.
Cara Hayward,
Director of Business Development
4200 North Lamar Boulevard, Suite 250
Austin, Texas 78756
Phone: 512-583-4570
chayward@cbancnetwork.com
www.cbancnetwork.com
We are the professional network for credit
union professionals, empowering them to
collaborate, share information and lead the
evolution of community banking. Every day,
thousands of verified financial professionals
leverage a trusted community powered by
CBANC to make more intelligent vendor
decisions, navigate compliance challenges,
answer questions and advance their careers.
Cetera Financial Institutions
Sean Casey, EVP,
Director of Business Development
400 First Street South
St. Cloud, MN 56301
Phone: 800-245-0467
Fax: 855-838-3502
sean.casey@ceterafi.com
www.ceterafinancialinstitutions.com
Cetera Investment Services LLC is a
self-clearing registered broker-dealer
who delivers customized investment and
insurance solutions to financial institutions
nationwide. Cetera Investment Services
helps institutions expand their financial
offerings, which allows clients to pursue
their financial goals through a holistic approach while delivering sound and strong
financial solutions.
Compliance Services Group, LLC
John Bley, President & CEO
2405 Evergreen Park Dr SW, Suite B4
Olympia, WA 98502
Phone: 360-943-7137
Fax: 360-943-7138
ContactUs@ComplianceServicesGroup.com
www.ComplianceServicesGroup.com
Compliance Services Group is focused on
meeting your financial services compliance
needs at a value proposition. We can help

THE NAFCU JOURNAL  JANUARY-FEBRUARY 2018


http://www.cbancnetwork.com http://www.bankerstoolbox.com http://www.BFBbenefit.com http://www.ceterafinancialinstitutions.com http://www.brandprotect.com http://www.BFBbenefit.com http://www.ComplianceServicesGroup.com

Table of Contents for the Digital Edition of The NAFCU Journal January - February 2018

Conferences
From the Chair
Advocacy Snapshot
Washington and Industry Briefs
Growth Strategies
Stepping Into the Future
A Clear Path Forward
Economic Outlook: It’s Complicated
NAFCU 2018 Vendor Directory
Executive Spotlight
Management Insight
Compliance Central
Inside NAFCU Services
From the President’s Desk
The NAFCU Journal January - February 2018 - Cover1
The NAFCU Journal January - February 2018 - Cover2
The NAFCU Journal January - February 2018 - 1
The NAFCU Journal January - February 2018 - 2
The NAFCU Journal January - February 2018 - Conferences
The NAFCU Journal January - February 2018 - From the Chair
The NAFCU Journal January - February 2018 - 5
The NAFCU Journal January - February 2018 - Advocacy Snapshot
The NAFCU Journal January - February 2018 - 7
The NAFCU Journal January - February 2018 - Washington and Industry Briefs
The NAFCU Journal January - February 2018 - 9
The NAFCU Journal January - February 2018 - 10
The NAFCU Journal January - February 2018 - 11
The NAFCU Journal January - February 2018 - 12
The NAFCU Journal January - February 2018 - 13
The NAFCU Journal January - February 2018 - 14
The NAFCU Journal January - February 2018 - 15
The NAFCU Journal January - February 2018 - Growth Strategies
The NAFCU Journal January - February 2018 - 17
The NAFCU Journal January - February 2018 - Stepping Into the Future
The NAFCU Journal January - February 2018 - 19
The NAFCU Journal January - February 2018 - 20
The NAFCU Journal January - February 2018 - 21
The NAFCU Journal January - February 2018 - A Clear Path Forward
The NAFCU Journal January - February 2018 - 23
The NAFCU Journal January - February 2018 - 24
The NAFCU Journal January - February 2018 - 25
The NAFCU Journal January - February 2018 - Economic Outlook: It’s Complicated
The NAFCU Journal January - February 2018 - 27
The NAFCU Journal January - February 2018 - 28
The NAFCU Journal January - February 2018 - 29
The NAFCU Journal January - February 2018 - 30
The NAFCU Journal January - February 2018 - 31
The NAFCU Journal January - February 2018 - 32
The NAFCU Journal January - February 2018 - 33
The NAFCU Journal January - February 2018 - 34
The NAFCU Journal January - February 2018 - NAFCU 2018 Vendor Directory
The NAFCU Journal January - February 2018 - 36
The NAFCU Journal January - February 2018 - 37
The NAFCU Journal January - February 2018 - 38
The NAFCU Journal January - February 2018 - 39
The NAFCU Journal January - February 2018 - 40
The NAFCU Journal January - February 2018 - 41
The NAFCU Journal January - February 2018 - 42
The NAFCU Journal January - February 2018 - 43
The NAFCU Journal January - February 2018 - 44
The NAFCU Journal January - February 2018 - 45
The NAFCU Journal January - February 2018 - 46
The NAFCU Journal January - February 2018 - 47
The NAFCU Journal January - February 2018 - 48
The NAFCU Journal January - February 2018 - 49
The NAFCU Journal January - February 2018 - 50
The NAFCU Journal January - February 2018 - 51
The NAFCU Journal January - February 2018 - Executive Spotlight
The NAFCU Journal January - February 2018 - 53
The NAFCU Journal January - February 2018 - Management Insight
The NAFCU Journal January - February 2018 - 55
The NAFCU Journal January - February 2018 - Compliance Central
The NAFCU Journal January - February 2018 - 57
The NAFCU Journal January - February 2018 - Inside NAFCU Services
The NAFCU Journal January - February 2018 - 59
The NAFCU Journal January - February 2018 - From the President’s Desk
The NAFCU Journal January - February 2018 - Cover3
The NAFCU Journal January - February 2018 - Cover4
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