Associate Members

Alphabetical Listing | By Category | Preferred Providers
1 - 20 of 88
Promontory Interfinancial Network, LLC
(703) 292-3400
1300 North 17th Street
Suite 1800
Arlington, VA 22209

www.promnetwork.com


 Pamela Morgan, Trade Association Manager    pmorgan@promnetwork.com

Chosen by more than 3,000 financial institutions nationwide, Promontory InterFinancial Network is the leading provider of FDIC-insured deposit placement services. The company offers unique services that bring banks and other institutions together in a way that allows each to benefit from The Power of ManyS"'. Promontory Network members can use Insured Cash Sweep, or ICS; CDARS; Bank Assetpoint; Residential Mortgage Network; IND; Yankee Sweep; and Promnet Repo to:
• Manage their balance sheets. Banks can seek opportunities to manage liquidity, buy or sell loans, reduce asset concentrations, grow deposits, lower interest rate risk, and diversify their wholesale funding sources.
• Expand customer relationships. With Insured Cash Sweep, CDARS, Bank Assetpoint, Residential Mortgage Network, Yankee Sweep, and Promnet Repo, banks can attract and retain high-value customers and expand their cross-selling potential.
• Reduce collateral requirements. With Insured Cash Sweep and CDARS, banks can free up funds previously invested in collateral for more profitable activities, increasing asset liquidity and reducing the burden of collateral management.
• Find smarter funding sources. With Insured Cash Sweep, CDARS, and IND, banks can purchase funding without ongoing collateralization or stock purchase requirements. Additionally, banks can use Insured Cash Sweep and CDARS to replace higher-cost funding choices (e.g., repurchase agreements, letters of credit, and collateralized deposits) and to attract new deposits in million-dollar increments with or without keeping funds on balance sheet.
• Supplement organic loan origination. Through Bank Assetpoint and Residential Mortgage Network, banks can purchase loans—on a one-off or a flow basis—in geographic areas and/or industries that match their target areas of expansion or existing expertise.

Visit promnetwork.com to find out how Promontory Interfinancial Network can help your bank to manage its balance sheet more profitably.

Limits, other terms, and conditions apply. Insured Cash Sweep, ICS, CDARS, IND, Bank Assetpoint, and Yankee Sweep are registered service marks, and Residential Mortgage Network and The Power of Many are service marks, of Promontory Interfinancial Network, LLC. The Promnet Repo service is provided by Assetpoint Financial, LLC, a wholly owned subsidiary of Promontory Interfinancial Network, LLC, and a member of FINRA and SIPC.


Primary category: Bank Consulting
Additional categories:
  • Funding Solutions
Allied Solutions
(877) 287-2209
552 Fort Evans Rd
Suite 206
Leesburg, VA 20176

www.alliedsolutions.net


 Melissa Carmen, Regional Vice President    Melissa.Carmen@AlliedSolutions.net

With more than 35 years of experience serving financial institutions, Allied Solutions uses our tremendous depth of knowledge in financial services to identify and address emerging issues. We offer more than 100 products and services, and we're constantly searching for ways to expand both the depth and breadth of our offerings to better serve our industry. From technology-driven tools to consumer-centric services, our solutions are rooted in proven expertise, resourcefulness and accountability to help each of our customers grow, protect, and evolve their business.
Primary category: Insurance
Additional categories:
  • Marketing & PR Services (Digital, Social, Direct, Print)
  • Non Interest Income
FIS
(888) 250-4400
600 Laurel Oak Rd.
Voorhees, NJ 08043-4456

www.fisglobal.com/egrc


 John Buck, Managing Director    John.Buck@fisglobal.com

Providing software, services and outsourcing of the technology that empowers the financial world, FIS™ combines the most complete banking and payments solutions with a client-centric service model to help our clients succeed. Partnering with FIS means gaining access to innovation funded by our substantial and sustained investment. We help our clients transform disruption into opportunity, giving them the tools they need to stay ahead of technology and the competition. For more information about FIS, visit www.fisglobal.com.
Primary category: Compliance - Consulting/Products/Services
Additional categories:
  • Technology Services - Hardware, Software, Consulting
  • Core Processing & Systems
Travelers
(267) 675-3151
1500 Market St 29th Fl West
Philadelphia, PA 19102

www.travelers.com


 Kelly Celhar, Account Executive Officer/Financial Institutions    kcelhar@travelers.com

Travelers SelectOne+ product is a complete line of insurance coverage for community banks. Travelers is your one source solution for protection. Our products include D&O, EPL, lenders liability, trust, crime, property and casualty.
Primary category: Insurance
R.W. Larson Architects
(814) 728-6010
3 Farm Colony Dr
Warren, PA 16365

www.rwlarsonarchitects.com


 Richard W. Larson, Principal/Registered Architect    rlarson@rwlarsonarchitects.com

R.W. LARSON Architects serves and assists the financial institution marketplace, by providing financial facility design services. We provide comprehensive design expertise in architecture, site planning/landscape design, space planning, interior design/furniture selection and brand integration. We provide contract administration for the construction implementation method most advantageous for our client.
Primary category: Bank Design/Build/Construction Services
John M. Floyd & Associates
(800) 809-2307
125 N. Burnett Drive
Baytown, TX 77520

www.JMFA.com


 Jim Griffis, Regional Director    Jim.Griffis@JMFA.com

JMFA is one of the most trusted names in the industry helping banks improve their profitability. Whether it's recovering lost revenue, uncovering savings opportunities, serving your customers better, finding the perfect personnel fit or delivering a 100% compliant overdraft program, JMFA has the right solutions to help you not only meet, but exceed your goals. JMFA is proud to be a preferred provider among many industry groups, including the Pennsylvania Association of Community Bankers.
Primary category: Overdraft Privilege Service Program/Consulting
Additional categories:
  • Bank Consulting
  • Non Interest Income
PULSE, a Discover Company
(989) 652-0278
1301 McKinney, 25th Floor
Houston, TX 77010

www.pulsenetwork.com


 Richard Green, VP, Business Development    RichGreen@pulsenetwork.com

PULSE, a Discover Financial Services (NYSE: DFS) company, is one of the nation's leading debit/ATM networks. Financial institutions, merchants, processors and ATM deployers across the United States and around the world depend on PULSE's comprehensive suite of products and services and its commitment to providing exceptional client service, flexibility, security and superior economics. PULSE also is a resource for debit education, research and knowledge drawn from more than three decades of industry experience. For more information, visit www.pulsenetwork.com.
Primary category: Debit/Credit Card/ATM Network Services
Locke Lord LLP
(202) 220-6900
701 8th Street NW Suite 700
Washington, DC 20001

www.lockelord.com


 Douglas Faucette, Esq., Partner    dfaucette@lockelord.com

Locke Lord LLP is a full-service, international law firm of approximately 750 lawyers working from 21 offices to meet clients’ needs around the World. With a combined history of more than 125 years and a greatly enhanced domestic and global footprint, Locke Lord is a worldwide leader in the middle market sector. Locke Lord advises clients across a broad spectrum of industries, including domestic and international banking and financial services institutions in corporate governance, transactional, SEC and bank regulatory and litigation-related matters.
Primary category: Attorney/Legal Profession
Additional categories:
  • Executive Benefits & Board of Director Services
  • Investment Banking & M/A
Vining Sparks
(800) 998-6875
1936 Glendower Dr.
Lancaster, PA 17601

www.viningsparks.com


 John A. Rote, Sr Vice President/Branch Manager    jrote@viningsparks.com

Vining Sparks is nationally recognized as a leading broker/dealer in serving the investment needs of institutional investors. From an initial staff of 17 people, Vining Sparks has significantly expanded its national footprint and now employs more than 330 people in 13 offices (including Wyomissing, PA) across the US. The firm's diverse customer base totals approximately 3,800 institutional investors and includes banks, savings and loans, credit unions, municipalities, money managers, trust departments, insurance companies, pension funds, and investment advisors.

Customers of Vining Sparks receive access to proprietary and other analytical tools that assist them with their investment portfolio and balance sheet decisions and in complying with regulatory due diligence requirements. In addition to the assistance provided through proprietary analytics and education, the Vining Sparks' trading desk carries its own inventory of a wide variety of fixed income securities including government agency securities, mortgage-backed and CMO securities, corporate bonds, municipal bonds, and Small Business Administration securities. Additionally, the firm's trading desk electronically captures and analyzes other firms' holdings which allow its customers a broadened view of offerings available in the fixed income universe. Vining Sparks can also structure and bring new securities to market for agencies (GSEs) of the U.S. government. The firm is consistently ranked as one of the country's top 15 underwriters of newly issued agency debt.

If you would like to learn more about how Vining Sparks can serve you, feel free to contact the account representative above or call Randy Wade, Executive Vice President, at (800) 829-0321.
Member FINRA/SIPC
Primary category: Investment Banking/Securities
Reliable Associates, LLC
(412) 824-2106
PO Box 418
North Versailles, PA 15137

www.ReliableAssociates.net


 Kelvin Pier, CPA, CFE, Principal    kpier@reliable-llc.com

Reliable is a premier provider of commercial loan review services for the community bank. With our proprietary software we can help you meet your risk management goals in a cost effective manner. Our software allows us to give you a unique look at your portfolio, and with a depth of reporting not typically provided to the community bank. Additionally, we've performed several due diligence reviews of commercial loan portfolios for clients in support of their merger activities. Our experience includes commercial loan review, commercial lending, loan operations, credit administration, mortgage underwriting review, credit policy, compliance, audit, due diligence work, and accounting.
Primary category: Loan Review & Loan Documentation
Additional categories:
  • Bank Consulting
Weltman, Weinberg & Reis Co., L.P.A.
(412) 434-7955
436 Seventh Avenue
Suite 2500
Pittsburgh, PA 15219-1842

www.weltman.com


 Keri P. Ebeck, Esq., Shareholder    kebeck@weltman.com

For more than 80 years, WWR has provided innovative and comprehensive creditor representation and legal services to businesses and financial institutions. Whether it's a consumer or commercial collection, real estate or bankruptcy matter, or involves defending against counterclaims and contested matters, we are committed to providing outstanding, high quality legal services.
Primary category: Attorney/Legal Profession
Additional categories:
  • Lending Services - Consumer/Commercial/Mortgage/Environmental
StrategyCorps
(615) 263-7702
100 Westwood Place, Suite 400
Brentwood, TN 37027

www.strategycorps.com


 Lauren Robertson, Project Coordinator - New Sales    lauren.robertson@strategycorps.com

StrategyCorps works with hundreds of financial institutions nationwide to deliver mobile and online consumer checking solutions that enhance customer engagement and increase fee income. This includes two premier products - CheckingScore, an analytical tool that ranks each customer's total financial productivity, and a customizable BaZing mobile rewards app that delivers thousands of local merchant discounts and name-brand national retailer offers to their mobile phone, among other protection benefits.
Primary category: Marketing & PR Services (Digital, Social, Direct, Print)
Additional categories:
  • Mobile Banking & Alternative Payments
  • Bank Consulting
Williams HR Solutions, LLC
(814) 693-5165
PO Box 536
Hollidaysburg, PA 16648

www.williamshrsolutions.com


 Sara C. (Sally) Williams, SPHR, SHRM-SCP, President    swilliams@williamshrsolutions.com

With forty (40) years of proven performance, Williams HR Solutions is a management services firm providing human resource consulting to banking clients in Pennsylvania, Maryland, New Jersey and New York. We assist our clients in the areas of Wage and Salary Plan Development and Administration, Organization Planning and Design, Performance Measurement Systems and Training, Affirmative Action Plans Development, Personnel Policies and Practices, and Employment Procedures.
Primary category: HR, Benefit & Retirement Consulting/Services
Additional categories:
  • Bank Consulting
RKL Risk Management, LLC
(484) 869-5220
150 N. Radnor Chester Rd., Suite F200
Radnor, PA 19087

www.RKLrisk.com


 Barry M. Pelagatti, Partner    bpelagatti@rklcpa.com

RKL Risk Management specializes in providing a wide range of internal audit and compliance solutions to community banks, including financial, operational, compliance and information technology audits; risk assessments; enterprise risk management; business process reviews; and SOX 404 compliance services.

Whether it is a fully outsourced internal audit function, co-sourced assistance with internal audit work, interim guidance to build a compliance culture or project-based compliance consulting, the RKL Risk Management team is equipped to serve the regulatory and risk-related needs of community banks in a variety of ways.

RKL Risk Management understands the everyday challenges that community banks face. Our experienced team helps our clients understand and meet their responsibilities as well as delivers insightful and relevant recommendations to improve internal controls and manage risk. RKL is committed to providing cost effective services and solutions, high-quality client service and being responsive to our clients' needs.

RKL Risk Management is a subsidiary of RKL LLP, one of Pennsylvania's most respected and leading financially oriented professional services firms. RKL's extensive business consulting capabilities, which include fraud investigation, forensic accounting and human resources consulting, allow us to offer additional strategic insights and solutions to serve the needs of community banks in a comprehensive and multi-faceted manner.
Primary category: Auditing - Internal & External
Additional categories:
  • Compliance - Consulting/Products/Services
  • Risk Management Consulting & Services
OnCourse Learning
(410) 628-1060
11350 McCormack Road
Executive Plaza II - Suite 1000
Hunt Valley, MD 21031

www.oncourselearning.com


 Donna Bronk, Marketing Communications    dbronk@bankersedge.com

BankersEdge is a leading provider of learning solutions for the banking industry. We collaborate with our clients to develop customized learning solutions that meet your strategic business objectives. The solutions combine our technology, instructional design expertise along with our subject matter experts experienced in regulatory requirements and professional development.
Primary category: Training
Nelson Mullins Riley & Scarborough LLP
(202) 712-2806
101 Constitution Avenue NW Suite 900
Washington, DC 20001

www.nelsonmullins.com


 Jonathan H. Talcott, Partner    jon.talcott@nelsonmullins.com

Service and responsiveness - the principles that set high-performing community banks apart from competitors - are the same qualities that drive Nelson Mullins Riley & Scarborough's Community Banking practice. With a solid Mid-Atlantic and Southeastern base, Nelson Mullins Riley & Scarborough offers its strength and resources as a full-service national law firm to meet all your legal needs, with more than 400 diverse attorneys and professional staff experienced in a broad range of issues. Our Financial Institutions practice group has extensive experience chartering, taking public, and providing regulatory and strategic counsel to large and small banking institutions. Whether you are a de novo institution trying to navigate the gauntlet of banking rules and regulations, or an established bank interested in growth through acquisitions or secondary stock offerings, Nelson Mullins' attorneys can provide the guidance necessary to achieve your goals.

Our extensive experience representing community banks, our thorough understanding of the issues facing the banking industry, and our large network of contacts are an indispensable resource for our clients. We work closely with complementary practice groups - corporate, bankruptcy, real estate, technology, employee benefits, and estate planning teams - so you benefit from our collective experience on all matters. As your bank grows, you'll be able to find answers to all your legal questions under one roof with attorneys who know and understand the unique challenges community banks face today.
Primary category: Attorney/Legal Profession
Additional categories:
  • Investment Banking & M/A
  • Compliance - Consulting/Products/Services
SBS CyberSecurity, LLC
(605) 770-3926
700 S. Washington Suite 200
Madison, SD 57042

www.sbscyber.com


 Nick Podhradsky, SVP Operations    nick@sbscyber.com

SBS CyberSecurity (SBS) is a premier cybersecurity consulting and audit firm. Since 2004, SBS has been dedicated to assisting organizations with the implementation of valuable risk management programs and to mitigating cybersecurity risks. The company has provided cybersecurity solutions to more than 1,300 organizations across the United States and abroad, including financial institutions ranging in asset size from $12 million to more than $20 billion. SBS delivers unique, turnkey solutions tailored to each client's needs, including cybersecurity risk management software, consulting services, network security, IT audit, and education. SBS CyberSecurity empowers customers to make more informed security decisions and trust the safety of their data.
Primary category: Cyber & Information Security
Additional categories:
  • Auditing - Internal & External
  • Training
IHELP Private Student Loan Program
(610) 234-0592
2101 Pine St.
Philadelphia, PA 19103

www.ihelploan.com


 Jim Iannuzzi, Senior VP, Sales    jiannuzzi@ihelploan.com

iHELP™ private student loan program is designed to provide inexpensive funding to cover the "gap" between the cost of education and the amount students can borrow under federal student loan programs. iHELP is powered by RSLFC, a longstanding PSP with the ICBA and insured by ReliaMax Surety Company
Primary category: Lending Services - Consumer/Commercial/Mortgage/Environmental
Schneider Downs & Co., Inc.
(412) 261-3644
One PPG Place, Suite 1700
Pittsburgh, PA 15222-5416

www.schneiderdowns.com


 James Yard, Shareholder    jyard@schneiderdowns.com

Schneider Downs, the largest regional public accounting firm in Western Pennsylvania, helps clients and the community reach their goals through big thinking and personal focus. We do this through our offering of traditional audit and tax capabilities, internal audit, IT audit, network assessments, software implementation, business advisory, and wealth management solutions.
Primary category: Accounting
Additional categories:
  • Auditing - Internal & External
  • Risk Management Consulting & Services
Enginuity, LLC
(717) 796-9226
203 Lynndale Court
Mechanicsburg, PA 17050

www.enginuity-LLC.com


 Jeff Winterborne, Partner    JWinterborne@enginuity-LLC.com

Full Service design/build mechanical and energy services contractor offering a wide range of services including Energy Star Benchmarking, Energy Audits, HVAC and plumbing. Enginuity and its partners provide turn-key solutions for energy use reduction, alternative energy and mechanical systems upgrades and retrofits.
Primary category: Energy Conservation/Alternative Energy Services
Additional categories:
  • Bank Design/Build/Construction Services
  • Bank Equipment Provider/Servicer
1 - 20 of 88