LEADERSHIP

David Adams, President/CEO

Dave Adams is the president/chief executive officer of CU Solutions Group (CUSG).

A native of Utah, Adams earned a bachelor's degree in Finance from the University of Utah before earning an M.B.A. from Utah State University. During his 37-year credit union career, Adams has held numerous board seats with companies like Magic Line, Inc. and NYCE Corporation—both regional ATM companies, and has served on both former Governor Jennifer Granholm's Council of Economic Advisors, as well as Governor Rick Snyder's Council of Labor and Economic Growth.

Through CU Solutions Group, the national league service corporation of the Michigan Credit Union League (MCUL) & Affiliates, Adams was instrumental in the creation of Invest in America (now Love My Credit Union Rewards) – a program that fueled growth for domestic auto companies and helped increase new vehicle loans for credit unions during and after the financial crisis of 2007-2010. This award-winning program helped credit unions add value for credit union members with exclusive member discounts on products and services from GM, Sprint, Intuit and Tracfone, as well as an array of other companies' offerings.

Other recent innovations by Adams and MCUL and Affiliates include the nationally recognized Save to Win, a prize-linked savings program that incentivizes smart savings habits via a risk-free prize raffle structure.

Through CUSG, he has also been instrumental in the investment of respected product brands that help credit unions serve, grow and remain strong, including Performance Pro, Compease, CUBE TV Studios, and MemberXP.

In 2012, Dave Adams was named the Financial Services Champion by the Small Business Administration and received both the Michigan state award as well as the national recognition.

Ext. 231
Dave.Adams@CUSolutionsGroup.com

Paul Marston, Chief Operating Officer, Performance Solutions

Paul Marston serves as Chief Operating Officer of Performance Solutions, LLC, a SaaS team primarily focused on the HR software business. Previously, Paul led HR Performance Solutions' sales and strategic alliances. With over 20 years of proven SaaS sales experience, he presided over consistent record-breaking annual sales growth and increased HRPS partnership program sales revenue by 500% in the last three years.

Paul is also responsible for growth and retention across all HR Performance Solutions products, overseeing successful marketing strategies, optimizing and expanding lead sources, and introducing forward-looking functionality to the HRPS suite of products.

Ext. 589
paul.marston@hrperformancesolutions.net

David Dean, Chief Investment Officer, CU Solutions Group

David Dean is the chief investment officer for CU Solutions Group, where he is responsible for identifying and assessing opportunities to advance the company’s near– and long-term goals through strategic acquisitions, corporate partnerships and alliances.

David previously served as chief operating officer of Marketing Solutions for CU Solutions Group, where he oversaw Professional Media & Creative Services, GSTV, Save to Win and the Love My Credit Union Rewards program.

Prior to joining CU Solutions Group, David was Chief Operating Officer and Head of Business Development at CU Wallet. Before professionally joining the credit union movement, David was a Vice President with Turner, where he was responsible for strategic partnerships and the development and acquisition of original content for the truTV network.

David graduated with a Bachelor of Arts from the University of Missouri, Columbia.

Ext. 268
David.Dean@CUSolutionsGroup.com

Mike Wallace, Chief Operating Officer, Martech Solutions

Mike Wallace is the Chief Operating Officer of Martech Solutions, a subsidiary of CU Solutions Group. Mike oversees the P&L and day-to-day operations for the company, and he manages the relationships with multiple key partners, including Marquis, CalcXML, Think|Stack, and WHITE64. Previously, he was the Chief Investment Officer for CU Solutions Group, where he oversaw the investment of $22 million across six private companies and managed over $40 million in public investments.

Prior to joining CU Solutions Group, Mike managed consulting teams for Samsung’s Global Strategy Group, based in Seoul, Korea. Prior to Samsung, Mike worked for Peterson Partners, a growth equity investment firm in Salt Lake City, UT, and for L.E.K. Consulting, a global strategy consulting firm, in their San Francisco office.

Mike holds an MBA from the University of Chicago Booth School of Business with concentrations in Strategic Management, Economics, and Entrepreneurship and graduated magna cum laude with a B.S. in Business Strategy from Brigham Young University.

Mike.Wallace@cusolutionsgroup.com

Wendy Vadnais, CPA, Chief Financial Officer, CU Solutions Group and the Michigan Credit Union League

Aaron Adams, Executive Vice President & Chief Operating Officer, CU Solutions Group

Aaron Adams is Executive Vice President and Chief Operating Officer of CU Solutions Group (CUSG), supervising all four operating divisions of Technology, Marketing, HR Performance and Strategic Advisory.

Aaron previously served as Chief Operating Officer of Performance Solutions, LLC, which is a SaaS team primarily focused in the HR software business. Under Aaron’s leadership, the team exceeded growth targets and continued to see strong sales performance.

Prior to joining CUSG, Aaron worked for the Detroit office of PricewaterhouseCoopers where he served on the audit teams of Domino's Pizza, Ford Motor Company, and CMS Energy.

Aaron has earned an MBA from the University of Michigan, holds a B.S. in Accountancy, and earned licensure as a Certified Public Accountant.

Ext. 294
Aaron.Adams@CUSolutionsGroup.com

Tim Bohlman, Chief Technology Officer, CU Solutions Group

Tim Bohlman is chief technology officer for CU Solutions Group, where he oversees all mobile and web development and implements new software and Internet technologies including the MCUL/CU Solutions Group Intranet and websites as well as numerous credit union websites.

Prior to joining CU Solutions Group, he worked for the Oakland University Mathematics Department performing research and programming dynamic systems. Tim received his bachelor's degree in mathematics from Oakland University in 1995.

He resides in Livonia with his son, Josh.

Ext. 260
Tim.Bohlman@CUSolutionsGroup.com

Lisa Rizk, Executive Vice President & Chief Revenue Officer, CU Solutions Group

Lisa Rizk is executive vice president and chief revenue officer, where she manages all sales and marketing activities for various divisions, partners and products. Lisa also works closely with CU Solutions Group’s business partners to ensure the brand is upheld in the marketplace on a local, regional and national level.

Previously, as Director of Sales & Marketing for CUcorp and CU Village.com, Lisa worked with credit unions and leagues nationally on researching, consulting, implementing and marketing e-business and other technology-related products and services.

She has earned her MBA from Davenport University in 2006 with a specialty in marketing, and holds a bachelor’s degree in secondary education from Central Michigan University.

Lisa is a member of the American Management Association, the Marketing and Sales Executives of Detroit and the American Marketing Association.

Ext. 539
Lisa.Rizk@CUSolutionsGroup.com