Business Services

NCBA CLUSA’s Associate Member program is designed to provide key business services and educational resources exclusively to NCBA CLUSA members. Associate Members are non-cooperative service providers that serve and do business with co-ops. NCBA CLUSA actively seeks out organizations with past experience working with cooperatives and whose services are relevant across the diverse cooperative sectors we serve.

Below is a list of current Associate Members and the business services they offer.

To learn more about our Associate Member page, CLICK HERE

 

castlecastle

Leadership: Gary Pittsford, CFP ® | Chief Executive Officer

Business Development Contact: Amy Hayes | Communications Manager

Email: This email address is being protected from spambots. You need JavaScript enabled to view it. Phone: (317) 849-9559 Website: https://www.castle3.com/

Headquarters: 9820 Westpoint Drive, Suite 200, Indianapolis, IN 46256

Social Media

inin twittertwitter

Who We Are

Castle Wealth Advisors is a fee-only financial advisory firm that designs and implements financial strategies for closely-held business owners to achieve their goals and protect their business and family assets.

What We Do

  • Develop succession or transition plans for family business owners
  • Valuations for family business owners for reasons including gifting stock to family members, selling the company to non-family members, divorce, probate and retirement planning
  • Develop retirement income strategies that are important for the owners and family
  • Review and design estate documents to minimize estate taxes and protect closely-held family business assets
  • Develop long-term strategies to help protect and manage family wealth over many generations

 

 

corcentriccorcentric

Leadership: Dave Lindeen | Senior Vice President of Sales

Business Development Contact: Suzanne Rahman | National Account Manager

Email: This email address is being protected from spambots. You need JavaScript enabled to view it. Phone: (630)925-7688 Website: https://www.corcentric.com

Headquarters: 7927 Jones Branch Drive, Suite 3200, McClean, 22102

Social Media

  facebookfacebook inin twittertwitter

Who We Are

Corcentric provides cloud-based financial process automation solutions including accounts payable and accounts receivable, e-invoicing, credit and collections management, working capital management, and reporting analytics.

What We Do

  • Corcentric offers two solutions: CorConnect, our accounts receivable platform; and COR360, our accounts payable platform.
  • CorConnect tackles complex multi-enterprise commerce by removing the cost, friction, and risk from doing business in a complex B2B ecosystem. We digitize transactions across the network and enable companies to streamline, automate, and manage their transaction processes.
  • Our COR360 accounts payable workflow software is a configurable, SaaS solution that enables companies to automate their AP processes.

 

 

dorseydorsey

Leadership: Dave Swanson | Cooperative Law Practice Group Chair

Business Development Contact: Jayne E. Wilgus | Senior Marketing Events/Practice Group Coordinator

Email: This email address is being protected from spambots. You need JavaScript enabled to view it. Phone: (612)343-8272 Website: https://www.dorsey.com

Headquarters: 50 South Sixth Street, Suite 1500, Minneapolis, MN, 55402

Social Media

  facebookfacebook inin twittertwitter youtubeyoutube

Who We Are

Dorsey’s Cooperative Law practice group is committed to the philosophy of working as a team with clients in order to meet the overall strategic objectives of the client’s organization. We believe it is imperative for our team to understand the client’s industry, long-term strategic objectives, and implementation strategies. With the team’s understanding of industries that affect cooperatives, and the depth of resources and expertise in the legal aspects of transactions, markets and regulation, our cooperative group is uniquely positioned to effectively handle the legal needs of cooperative organizations, whether large or small.

What We Do

The Cooperative Law practice group consists of lawyers experienced in solving both simple and complex problems for cooperatives. Our lawyers counsel start-up organizations as well as large, regional and national cooperatives in such diverse industries as agriculture, energy and utilities, housing, professional services and healthcare.  We also represent other agriculture-related organizations such as commodity promotion groups, cooperative banks and cooperative trade associations.  The Cooperative Law practice group is a recognized national leader in the field of agribusiness and cooperative law, with more than 35 years of experience.

Our lawyers have widespread experience from such areas as project development and finance, mergers and acquisitions, real estate, labor, employment and employee benefits, environmental, land use and permits, securities, international and trade regulations, construction contracts, intellectual property and licensing, FERC and other regulatory matters, plus areas unique to cooperatives, including formation and organization, voting rights and governance issues, anti-trust/Capper Volstead Act and tax issues. The group brings together lawyers from the firm’s nationwide network of offices, each of which offers a unique set of capabilities delivered in a coordinated fashion.

 

 

lbmxlbmx

Business Development Contact: Robert Ward | Vice President, Sales & Marketing

Email: This email address is being protected from spambots. You need JavaScript enabled to view it. Phone: (519)850-5269 X105 Fax: (519)850-2028 Website: https://www.lbmx.com

Headquarters: 400 -148 Fullarton Street London Ontario N6A 5P3

Social Media

inin twittertwitter

Who We Are

Based in London, Ontario, LBMX is a leading provider of technology solutions exclusively for co-operatives, purchasing groups and their independent members.  The LBMX team of industry experts is proud to deliver an environment of growth and prosperity for customers throughout Canada, the United States, Australia and New Zealand.

What We Do

We help groups deliver on their value proposition with a suite of applications that utilize real-time data.  LBMX can help add value to your members while reducing costs through automated invoice processing, real-time rebate tracking, focused buying programs, business intelligence tools, and integrated ordering systems.

 

 

nsacnsac

Leadership: Kimberly A. Fantaci | Executive Director

Business Development Contact: Jeff Roberts | Association Executive

Email: This email address is being protected from spambots. You need JavaScript enabled to view it. Phone: (937)222-6707 Website: http://www.nsac.coop

Headquarters: 136 South Keowee St., Dayton, OH, 45402

Social Media

  facebookfacebook  

Who We Are

NSAC is comprised of professionals actively involved with the financial management of cooperatives. NSAC strives to provide accounting, tax and business education uniquely tailored to cooperatives while supporting cooperatives in business interests, and offering networking and professional development opportunities.

What We Do

NSAC provides a variety of training sessions, publications, networking and research tools to enhance the professional competence of its members and improve the level of service they can offer cooperatives.

 

 

wegnerwegner

Leadership: Glenn Miller | Partner

Business Development Contact #1: Bruce Mayer, CPA, MBA | Partner

Email: This email address is being protected from spambots. You need JavaScript enabled to view it. Phone: (608) 442-1939

Business Development Contact #2: Pete Oettinger, CPA | Partner

Email: This email address is being protected from spambots. You need JavaScript enabled to view it. Phone: (608) 355-7721

Website: www.wegnercpas.com

Headquarters: 2110 Luann Lane, Madison, WI 53713

Social Media

facebookfacebookinin twittertwitter

Who We Are

At Wegner CPAs we understand that cooperatives are a unique type of organization that requires specialized professional services. Accountants without these distinctive skills lack the understanding to provide high-quality services to cooperative businesses. The Wegner CPAs cooperative group has over 65 years of combined knowledge and experience working in the cooperative sector. Our services are led by nationally recognized experts in the cooperative field. We currently work with over 60 cooperative groups all across the country including food, purchasing, housing, pharmacy, and worker co-ops.

What We Do

  • Assurance on the financial statements to the board of directors from outside professionals with knowledge of the industry.
  • Assurance to the co-op members that the organization’s finances are being handled properly.
  • Assurance on the financial statements to external creditors or investors.
  • Recommendations on improvements in internal controls.
  • Tax returns prepared by accountants familiar with the nuances of cooperative income tax rules

 

TWITTER FEED

Sat May 19 21:51:02 +0000 2018

New paper from @icacoop focusses on #Cooperatives and Future of Work was released around #MayDay - the internationa… https://t.co/GI6D2FEEr5
Sat May 19 18:24:05 +0000 2018

Read on to learn about trust and member participation: Great piece from fellow OCDC member Land O'Lakes Internatio… https://t.co/aqOLVms9cP
Sat May 19 17:09:00 +0000 2018

New Webinar! Investing in cutting edge inclusive energy efficiency programs for cooperatives and their members- May… https://t.co/i7iV70Vr9m

NEWSLETTER

CONTACT US

This email address is being protected from spambots. You need JavaScript enabled to view it.

202.638.6222

1775 Eye Street NW
8th Floor
Washington, DC 20006