The NAFCU Journal January - February 2018 - 47

N
NContracts
Marnie Keller, Senior Vice President,
Marketing
214 Overlook Circle
Brentwood, TN 37027
Phone: 202-329-3170
marnie.keller@ncontracts.com
www.ncontracts.com
Ncontracts is the leading provider of risk
management solutions for credit unions.
Our comprehensive and secure online
product suite and team of exceptional legal,
financial, technology, and client services
experts help banks manage third-party
vendor relationships and contracts, assess
and address risks and audit findings, and
implement time-saving, cost-cutting software and guidance.

O

Oak Tree Business Systems, Inc.
Jeff Osburn, Director of Client Services
42645 Moonridge Road P.O. Box 6967
Big Bear Lake, CA 92315
Phone: 800-537-9598
Fax: 877-585-4226
ClientServices@OakTreeBiz.com
www.OakTreeBiz.com
For 35+ years, Oak Tree has provided
forms, lending documents, and disclosures
exclusively for credit unions in all aspects of
operation:
* Membership
* Consumer Loans
* Home Equity Lending
* Business Membership
* Member Business Lending
We also provide:
* Data Linking Services
* Forms Training
* Compliance Support
* Legal Opinion Letters

* Compliance Warranty
* Marketing Services
* Spanish Forms
We work with you to create forms that
integrate seamlessly with your data/
loan processing system for a streamlined
performance and a smooth work flow. Our
documents are easy to use, are specifically
designed to match your policies and procedures, and comply with both state and
federal regulations.
OM Financial Group
Emily Barrows, Client Services
101 Federal Street, Suite 800
Boston, MA 02110
Phone: 617-526-8243
EBarrows@FinancialGuide.com
www.omfingroup.com
OM Financial Group is a leading provider of
funding solutions for credit union retirement and employee benefit programs. Our
executive benefits program can help you
create tax-free retirement income for your
executives, attract and retain top executive
talent and take advantage of an outstanding permissible investment opportunity.

We collaborate with management and associates to align resources and ensure knowledge
transfer. Core services include strategy definition, leadership and Board compliance assessments, leadership and skills-based training,
policy and procedures writing, process and
project management, LOS, POS, mortgage
technology RFPs and implementations.
Complimentary consultations and capability demonstrations will be scheduled at
Client's request.
O'Rourke & Associates
Rebecca Bower, President
365 South Spruce Avenue, 2nd Floor
South San Francisco, CA 94080
Phone: 800-394-1918
Fax: 650-589-8749
info@omaconsult.com
www.orourkeconsult.com
O'Rourke & Associates offers a wide range
of executive search services nationwide
exclusively to the credit union industry.
Expertise lies in the areas of CEO and Executive Recruitment, Compensation and Retention Analysis and HR Consulting. For more
information, contact our industry experts to
experience the gold standard.

P
OpExNow
Arleen Scavone,
Founder and Managing Partner
19712 McArthur Blv., Suite 110
Irvine, CA 92612
Phone: 818-516-2692
arleen.scavone@opexnow.com
www.opexnow.com
Industry Professionals partnering with
Credit Unions to develop, design and
deploy strategies and controls for Lending,
Compliance, Servicing, Training and Member Experience. From strategic planning
facilitation to procedural writing to system
implementations, OpExNow places only
proven industry experts with deep subject
matter knowledge in each assignment.

THE NAFCU JOURNAL  JANUARY-FEBRUARY 2018

Pentegra Retirement Services
Pete Swisher, Senior Vice President,
National Sales
701 Westchester Avenue, Suite 320E
White Plains, NY 10604
Phone: 800-872-3473
pete.swisher@pentegra.com
www.pentegra.com
Pentegra is a leading provider of retirement
plan and fiduciary outsourcing to credit
unions nationwide. Today, with more than
70 years built serving your industry, our retirement programs help credit unions build
a competitive advantage.
47


http://www.ncontracts.com http://www.omfingroup.com http://www.orourkeconsult.com http://www.OakTreeBiz.com http://www.opexnow.com http://www.pentegra.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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