Our Business Partners

Consulting and Training

Conover Consulting

Laura Conover
(714) 525-4237

With Conover Consulting, you can put 20 years of experience with employee pay on your side.  Specializing in salary structure design, incentive and bonus plans, competitive salary data, and position descriptions, just to name a few, they will bring real-world solutions to your problems.

Mitchell, Stankovic & Associates

Susan Mitchell                            
(855) 362-2002

For over 25 years, the professionals at Mitchell, Stankovic and Associates (MSA) have been anticipating and assimilating client needs, and then providing innovative solutions for those needs. Their vision is to help you move your organization to the next level, and they can help you achieve this through Organization Development Planning and Custom Strategic Planning.

Morgan Stanley Wealth Management

Neal D. Sachs
Senior Vice President, Corporate Retirement Director
(800) 397-8387

Why settle for a 401(k) provider that’s “just working”? This year, consider a fresh approach to your credit union’s retirement plan. Neal Sachs understands the challenge of finding a 401(k) provider that will work with your credit union’s specific goals. He has spent more than 25 years helping credit unions manage their retirement plans. Call Neal today and find out how your retirement plan may benefit from a second look.

HR Performance Solutions

Laura Conover
(714) 525-4237

HR Performance Solutions was founded in 1989 and offers industry-leading performance management and salary administration applications. Our employee performance management software is time-tested, content rich and is used by over 100,000 professionals. Our solutions are designed by human resource professionals with decades of experience to be secure, effective, flexible and easy to use.

Assessments and Strategy

The Plotkin Group

 Jim Plotkin
 (800) 877-5685, ext. 101                                                            

The Plotkin Group is an international management consulting firm that specializes in offering a wide variety of employee tests and assessments to help make cost-effective hiring decisions. We can help you conduct the right assessments to identify, select, develop and keep the best employees.

Insurance Providers

Montage Insurance Solutions

Tobias Kennedy
(818) 676-0044 ext. 21

Montage Insurance Solutions is a full service insurance brokerage and human resources consulting firm. Our commitment as your trusted insurance advisor is to assist you with your insurance needs including negotiations, implementation of plan designs, claims and risk management. We have several in-house human resources consultants, COBRA/Flex Third Party Administrators and other partners to provide personalized programs designed to fit your company’s needs. We pride ourselves in serving your needs and those of your employees' families.

Nielsen Benefits Group

Edwige Ligonde
(805) 379-8812

At Nielsen Benefits Group, we challenge the status quo of typical benefit offerings. Our goal is to enhance the entire life-cycle of an employee and the employee experience. We have cutting edge and innovative solutions that are ultimately customized to give your employees a one of a kind solution, enforcing your organization as the employer of choice.

From alternative and strategic funding arrangements, to customized technology and employee advocacy solutions, Nielsen Benefits is able to be an extension of you to help you succeed in the tasks that are more important to you.

  • Empowering HR and reducing workload
  • The ultimate employee experience
  • Superior combination of plan designs and cost

SullivanCurtisMonroe Insurance Services

Dylan K. Robertson, Executive Vice President
(213) 233-0410

SullivanCurtisMonroe is California’s premier, independent regional insurance brokerage; blending over 80 years of best-in-class business practices with industry specific solutions, delivered by the most experienced, energetic and creative experts in California. We go beyond the ordinary to deliver exceptional client service, meaningful financial impact, and fulfillment of our clients’ goals and objectives.

  • Employee Benefits Brokerage
  • Custom Employee Communications
  • Benefits Technology Consulting/Support
  • Full-service Benefits Administration
  • Employee Advocacy Call Center
  • Wellness Programs
  • Legal & Compliance Support
  • Property & Causality Insurance
  • Workers Compensation
  • Risk & Loss Control Services
  • Claims Management Services
  • Certificate Tracking
  • Surety Bonds
  • Alternative Program Models


Addvantage Credit Union Staffing

Kerri Smith
(800) 695-7599
Joe Smith
(800) 695-7599

Addvantage Credit Union Staffing is a niche staffing service fully committed to leaving “no stone unturned" in an effort to find the most qualified candidates for every position and department in your credit union. They are the only staffing company in the country that exclusively staffs credit unions on both a temporary and a direct-hire basis.

O'Rourke and Associates

Rebecca Bower
(415) 442-5813
Lisa Burroughs
(415) 442-5815 

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.

Legal Resources

Law Office of Michele Patterson

Michele S. Patterson
(310) 833-0564

The Law Office of Michele S. Patterson provides practical, efficient legal services tailored to credit unions. They can assist you with a variety of employment law situations, including discipline/termination situations, training, employee handbook review, harassment/discrimination investigations, policy review, and advice on operation issues, just to name a few.

Styskal, Wiese & Melchione, LLP

Cristina Miller, Partner
Cynthia Wong Gruen, Associate

At Styskal, Wiese & Melchione, LLP, we offer over 100+ years of combined attorney experience and counsel to credit unions nationwide. We are experts in regulations, rules and emerging issues impacting HR issues for credit unions. We have unparalleled credit union industry knowledge, experience and networks. We offer personalized service and solutions from senior attorneys who know your business. We are recognized industry authorities, educators and speakers for credit union legal issues.

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