Associate Members

Current Associate Members

Listed in alphabetical order

•A•

Accume Partners, Mechanicsburg, PA • Company Website
Provides financial institution clients a complete menu of internal audit, regulatory compliance and risk management services.

All Covered, Plymouth Meeting, PA • Company Website
Provides support across the entire IT spectrum, from optimizing resources to maintaining infrastructure to migrating to the Cloud, as well as a full range of IT services and technology support

Allied Solutions, Latrobe, PA • Company Website
One of the largest providers of insurance, lending, and marketing products to financial institutions in the country.

August Mack Environmental, Inc., Lancaster, PA • Company Website
A full-service environmental, health and safety (EH&S) consulting firm specializing in regulatory compliance; environmental due diligence and risk management; site investigation/remediation/closure; and sustainability services.


•B•

Bachleda Advertising, Schaefferstown, PA • Company Website
Full service advertising/marketing firm that offers Web design, social media campaigns, email marketing, branding, logo development and much more.

Baker Group, Oklahoma City, OK • Company Website
One of the nation’s largest independently owned securities firms specializing in investment portfolio management for community financial institutions.

Baker Tilly Virchow Krause, LLP, Pittsburgh, PA • Company Website
More than 2,700 talented and passionate individuals strong, Baker Tilly is a top 15 full-service accounting and advisory firm.

Bank Equipment Consulting, Inc., Sharon, PA • Company Website
Offers a wide range of solutions for security, storage, and self-service challenges. Providing service for existing systems, replacement of outdated equipment, they offer state-of-the-art technology and the expertise to recommend and install.

BankersEdge, Eagleville, PA • Company Website
Provides affordable, customizable, accurate and easy-to-implement employee training with a broad range of career, compliance-based and technology training.

BBN, Glastonbury, CT • Company Website
A bankers bank founded in 1998, BBN was created to provide high quality and competitively priced products along with outstanding service to their target market clients – community financial institutions (CFIs).

BDO USA, LLP, Harrisburg, PA • Company Website
BDO delivers audit, tax, and consulting services to a wide range of financial institutions, asset managers, broker dealers, and insurance companies. They also provide comprehensive compliance and litigation support services.

Berkely FinSecure, Towson, MD • Company Website
Berkley FinSecure offers proprietary insurance products with over 100 different coverages available through 12 different policies designed to specifically address exposures unique to financial institutions.

BFS Group, Princeton, NJ • Company Website
A leading expert in the BOLI industry, BFS is a national firm with an exclusive focus on community banks. They support the management of all BOLI portfolios.

BKD, LLP, Cincinnati, OH • Company Website
National CPA & advisory firm. offering a variety of services in accounting, audit and assurance, tax, risk management, technology, corporate finance, forensic and valuation services and wealth management.

Boenning and Scattergood, Inc., West Conshohocken, PA • Company Website
Independent securities, asset management and investment banking firm providing retail brokerage, equity research, equity and fixed income sales and trading, investment banking, public finance, equity option strategy and asset management.

BOLI Consulting Partners, LLC (BCP), Philadelphia, PA • Company Website
Provides BOLI portfolio services and benefit solutions focused on the custom design of benefit programs, development and monitoring of balanced BOLI portfolios and assistance with meeting tax, accounting and regulatory oversight.

Bundlefi, Westbury, NY • Company Website
Delivers simplified search mechanism for consumers looking to connect with community banks.

Burns White LLC, Pittsburgh, PA • Company Website
Law firm with significant civil and commercial litigation experience representing a broad range of financial institutions. Provides representation in all aspects of commercial financing, from structuring through documentation and closing, loan workouts, restructuring and collections, and loss mitigation.


•C•

CEIS Review, Inc., New York, NY • Company Website
Provides independent outsourced loan review, loan portfolio stress testing, ALLL methodology validation or refinement, as well as being a provider of related commercial credit management techniques to financial institutions.

Check Printing Contract Consulting, Cleveland, OH
Provides contingency-based consulting for in-depth review of check printing contracts. This process can save financial institutions significant costs and expand check contract options.

Clarke Consulting, Villanova, PA • Company Website
Consulting services for interest rate risk and liquidity risk for community banks, conducts board education seminars and board training in ALM, and also provides independent audits on interest rate risk models and facilitates strategic planning retreats for community banks.

CliftonLarsonAllen LLP, Plymouth Meeting, PA • Company Website
Professional services firm delivering integrated wealth advisory services, audit, tax, employee benefits and public accounting and consulting services.

COCC, Southington, CT • Company Website
Providing next-generation information technology services and core processing solutions to financial institutions large and small.

Computer Services Inc. (CSI), Paducah, KY • Company Website
Providing financial technology solutions to financial institutions including; core processing, board portal applications and regulatory compliance software.

Crowe Horwath LLP, Cleveland, OH • Company Website
A public accounting, consulting, and technology firm, providing specialized services and innovative technology to financial institution clients.


•D•

D+H, Lake Mary, FL • Company Website
Leading financial technology provider offering lending, payments, treasury services and enterprise and retail solutions.


•E•

Elan Financial Services, Pittsburgh, PA • Company Website
Offers credit card programs, ATM and debit services, prepaid solutions and corporate payment system solutions.

Enginuity, LLC, Mechanicsburg, PA • Company Website
Mechanical contractors and engineers who design/build commercial energy solutions and provide the service/maintenance and consultation to offer energy sustainable solutions.

Equias Alliance, Memphis, TN • Company Website
Delivers BOLI portfolio and non-qualified benefit services and consultation to banks across the United States.


•F•

FIS, Moorestown, NJ • Company Website
Core processor offering banking, wealth and payments services along with institutional and wholesale technologies.

Fiserv, Inc., Pittsburgh, PA • Company Website
Core processor offering payments, risk and compliance solutions, customer and channel management and many other optimization services.

Fitech Payments, Fort Worth, TX • Company Website
Merchant services provider that is solely committed to helping community banks be competitive and relevant in today’s market.

FTN Financial, Memphis, TN • Company Website
A fixed income distribution company for institutional investors offering investment, balance sheet, asset management and loan portfolio management services.


•G•

Glory Global Solutions, Mars, PA • Company Website
Provides management of cash and technology and establishes a framework and process providing technology and solutions to open the bank branch, enabling completely new layouts and designs.

Griffin Financial Group, LLC, Reading, PA • Company Website
Investment bankers advising companies in all aspects of M&A, raising capital and buying or selling businesses or assets, assisting private equity groups with capital formation and due diligence and advisory services for their portfolio companies.


•H•

Herbein + Company, Inc., Reading, PA • Company Website
Regional certified public accounting firm serving clients throughout the U.S. from six Pennsylvania offices.

Hladik, Onorato & Freederman, LLP, North Wales, PA • Company Website
Law firm concentrating in banking, financing, mortgage law, municipal law, condominium and homeowner association law, real estate and land development corporate law and business financing.


•I•

ICBA Bancard/TCM Bank, Washington, DC • Company Website
Full-service payments solutions including credit and debit cards and merchant services.

ICBA Securities, Memphis, TN • Company Website
ICBA Securities was founded by the ICBA to provide community bankers with quality investment products, services and education at competitive prices.

ICI, St. Petersburg, FL • Company Website
Contingency-based bank consulting firm that supports financial institutions by providing core processing assessments, gap analyses, vendor evaluations and conversion services.

iHelp Private Student Loan Program, Philadelphia, PA • Company Website
iHELP offers two private loan programs brought to you by a network of community banks.

Innovative Financing Solutions, Ardmore, PA • Company Website
Providing commercial business loans, through a large network of lenders including: government, conventional, unsecured short term debt, real estate and asset based loans and more.

Insured Financial Institutions of Delaware Valley, Bryn Mawr, PA • Company Website Not Available

Interstate Insurance Inc, Hatboro, PA • Company Website Not Available


•J•

John M. Floyd & Associates, Baytown, TX • Company Website
Overdraft program–complete with analytics, strategies, reporting and tracking, as well as communication materials for account holders.

Jones Walker LLP, Washington, DC • Company Website
Full-service law firm advising clients on mergers and acquisitions, regulatory issues, shareholder relations, corporate governance and securities regulation, debt and equity financing, taxation matters, bankruptcy and restructuring.


•K•

Kaplan Partners, Wynnewood, PA • Company Website
Executive recruitment firm that works directly with CEOs, boards, and investors to identify future leaders, leveraging best practices in corporate governance and succession management.

Kasasa, Austing, TX • Company Website
Offering high-yield free checking account products and services and implementation and marketing assistance.

Keefe, Bruyette & Woods, Inc., Chicago, IL • Company Website
A full-service, boutique investment bank and broker-dealer that specializes in the financial services sector.

Kilpatrick Townsend & Stockton LLP, Washington, DC • Company Website
Full-service law firm serving community banks through contracts, corporate agreements, corporate governance, employee benefits, real estate, M&A and capital markets and more.


•L•

Lender Consulting Services, Inc., Buffalo, NY • Company Website
Offering community banks environmental analysis, construction monitoring, property valuations, and a comprehensive suite of reports and compliance products.

Locke Lord LLP, Washington, DC • Company Website
Full-service, international law firm that ranks among The American Lawyer’s top U.S. law firms. Offering complex litigation, regulatory and transactional work as well as expertise in mutual charter issues.

Luse Gorman Pomerenk & Schick, P.C., Washington, DC • Company Website
Full-service law firm that represents financial institutions and other business enterprises in corporate, securities, bank regulatory, tax, transactional, governance and employee benefits and executive compensation matters.


•M•

Main Street, Inc., Birmingham, AL • Company Website
Offering checking services, marketing assistance and consultation to increase community bank earnings on checking products and services.


•N•

Nelson Mullins Riley & Scarborough LLP, Washington, DC • Company Website
Law firm providing counsel in litigation, corporate, economic development, securities, finance, intellectual property, government relations and regulatory matters.

NewGround, Chesterfield, MO • Company Website
A design and build firm creating custom facilities using collaboration throughout the entire process to ensure that the bank’s vision is carried holistically from idea to implementation.

NFP Executive Benefits, Jamison, PA • Company Website
Benefit firm offering community banks assistance with employee benefits, retirement services, executive benefits and HR consulting.


•O•

Omega Systems Consultants, West Lawn, PA • Company Website
Providing a flexible Managed Services Solution with network monitoring, server performance assessments, server patch management and anti-virus assessments and providing a budgeted per month fixed cost IT solution.

OTC Markets Group, New York, NY • Company Website
Organized into three tiered markets, OTC provides investors with the information necessary to intelligently analyze, value and trade 10,000 U.S. and global securities through the broker of their choice.


•P•

P&G Associates, East Brunswick, NJ • Company Website
Providing risk management solutions that include internal audit, regulatory compliance, BSA/AML, information technology and enterprise risk management review services and software.

PACB Services Inc., Harrisburg, PA • Company Website
A wholly-owned for-profit subsidiary of the PACB established to market preferred providers’ products and services to PA’s community banks. Products and services are selected to increase revenue, grow market share, mitigate expense or provide opportunities for community banks to be competitive in the financial services marketplace.

Pentegra Retirement Services, White Plains, NY • Company Website
Offering Qualified and non-qualified solutions for financial institutions. Pentegra serves as advisors and plan sponsor for qualified plans and consults and offers BOLI and Institutional Investment Management Solutions.

Performance Processing, Inc., Hanover, PA • Company Website

PFM Asset Management, LLC, Philadelphia, PA • Company Website
Financial advisory firm that provides clients with independent advisory services free of conflicts in their dealings with the capital markets as well as extensive asset management services.

Plateau Insurance Group, Crossville, TN • Company Website
Insurance holding company that specializes in the business of credit insurance and other loan related products for financial institutions.

Promontory Interfinancial Network LLC, Newton, MA • Company Website
Promontory offers unique balance sheet and liquidity management services that bring thousands of banks and other institutions together.

Provenance Wealth Advisors, Penn Valley, PA • Company Website
The professionals of Provenance Wealth Advisors provide estate, financial, business and investment planning. They also assist banks in navigating complex risk environments.

PULSE, Houston, TX • Company Website
The third-largest debit/ATM network in the U.S, servings thousands of financial institutions by providing complete debit services.

PWCampbell, Pittsburgh, PA • Company Website
Providing site selection analysis, planning, design/build, construction management and branding expertise, they manage all aspects of your project from start to finish using a single source method.


•Q•

Quest Analytics, Pittsburgh, PA • Company Website
A financial services technology and consulting company specializing in helping banks expand existing relationships using customer behavioral analytics to identify new sales, service, and retention opportunities.


•R•

R.W. Larson Architects, Warren, PA • Company Website
Provides comprehensive design expertise in architecture, site planning, landscape design, space planning, interior design, furniture selection, and brand integration.

Reliable Associates, LLC, North Versailles, PA • Company Website
Specializes in providing a variety of credit consulting services for community banks that assist in effectively managing credit risk.

Rhoads & Sinon LLP, Harrisburg, PA • Company Website
Full-service law firm specializing in federal and state regulatory compliance, formation and expansion of depository institutions, holding companies and nonbank subsidiaries, corporate governance, audit committee, mergers and acquisitions, capital raising, proxy solicitation and more.

RKL Risk Management, LLC, Lancaster, PA • Company Website
Manage and mitigate a wide range of risks including financial, operational and performance extending beyond internal controls and compliance risk.

Rose Consulting, Inc., Bloomsburg, PA • Company Website
A contingency-based consultancy in communications and utility auditing, specializing in cost reduction and over-payment recovery.


•S•

S.R. Snodgrass, A.C., Wexford, PA • Company Website
Regional accounting and consulting firm offering business consulting, assurance services, internal audit and regulatory compliance outsourcing, information systems security, network security penetration services and tax planning and preparation.

S&P Global Market Intelligence, Charlottesville, VA • Company Website
Access extensive market and financial data, proprietary research, relevant news, and more —all compiled from millions of sources and delivered in milliseconds.

Samuel A. Ramirez & Co., Inc., New York, NY • Company Website
A nationwide, full-service investment bank, brokerage and advisory firm serving the needs of thousands of individual investors, business owners and top institutional investors.

Sandler O’Neill + Partners, L.P., New York, NY • Company Website
Investment banking firm and broker-dealer focused on merger and acquisition advisory, capital markets, fixed income and equity trading and sales, equity research, balance sheet management, mortgage finance, and consulting services to financial institutions and their investors.

SBS CyberSecurity, LLC, Madison, SD • Company Website
Provides cyber security consulting, network security, IT audit, and extensive security education services and certifications.

Schneider Downs & Co., Inc., Pittsburgh, PA • Company Website
Experienced CPA’s and business advisors providing accounting, tax and business advisory services.

SHAZAM, Inc., Saint Peters, MO • Company Website
A member-owned network providing ACH, ATM, card, merchant, core, mobile and security services, as well as fraud management and full-service marketing services for community banks.

Shumaker Williams, P.C., Harrisburg, PA • Company Website
Business focused law firm representing financial institutions on a variety of matters relating to federal and state regulatory and legislative issues. The Firm’s professionals include former regulators from the Pennsylvania and Maryland state banking, insurance and securities departments.

Silver, Freedman, Taff, & Tiernon, LLP, Washington, DC • Company Website
Full-service law firm providing advice in connection with transactions, including securities offerings, mergers and acquisitions and regulatory enforcement and compliance matters and more.

Smith & Wilkinson, Scarborough, ME • Company Website
A leading boutique search firm specializing in professional level, middle management, and executive search.

Smith Elliott Kearns & Company, LLC, Chambersburg, PA • Company Website
Regional accounting firm specializing in business valuation, employee benefit planning and administration, estate planning and compliance, and small business consulting.

Steptoe & Johnson, Canonsburg, PA • Company Website
Full-service law firm that negotiates loans, prepare letters of credit, assembles asset-based financing, special-purpose financing and all other facets of commercial finance and advises on all aspects of lender due diligence.

Stevens & Lee, Reading, PA • Company Website
Full-service law firm with approximately 150 attorneys and 50 non-lawyer business and consulting professionals who offer expertise and a highly specialized financial services practice.

Stradley Ronon Stevens & Young, LLP, Philadelphia, PA • Company Website
Full-service law firm with expertise representing clients in all types of commercial lending transactions, including asset-based, cash flow, leveraged, middle-market and real estate. 

StrategyCorps, Brentwood, TN • Company Website
Enhance checking accounts with mobile rewards like local discounts, cell phone protection, roadside assistance and other in-demand services that bring customer value.


•T•

Teraverde Management Advisors, Lancaster, PA • Company Website
Process improvement and regulatory compliance consultants driven to streamline operations and improve profitability.

The Kafafian Group, Inc., Parsippany, NJ • Company Website
A finance, strategy, and operations consulting firm specializing in performance assessment, profitability outsourcing, strategic and business planning, regulatory assistance, profit/process improvement, and investment banking advisory services.

Top Flite Financial, Inc., Boardman, OH • Company Website
Help clients secure purchase and refinancing of all sizes of homes located in Ohio, Pennsylvania, Illinois, and Florida. 

Travelers Insurance Company, Philadelphia, PA • Company Website
Provides a full array of P & C insurance coverages for community banks and their commercial customers.


•V•

Vantiv, Cincinnati, OH • Company Website
Full-service payments company – credit card processing, point of sale, merchant services, and mobile payments.

Vining Sparks IBG, Wyomissing, PA • Company Website
Broker/dealer serving the investment needs of institutional investors offering fixed income securities, interest rate products, brokered CD issuance, asset management and bank owned life insurance.

Visible Equity, Salt Lake City, UT • Company Website
Data Warehousing, analytics and visualization software company that helps financial institutions identify, measure, and monitor risks and opportunities that help make well-informed data-driven decisions. Products include Loan Allowance for Credit Loss, Application, Deposit, Customer/Marketing, Fair Lending and Peer Analytics.


•W•

Weltman, Weinberg & Reis Co., L.P.A., Hollidaysburg, PA • Company Website
Full-service bankruptcy, consumer and commercial collection, compliance, litigation and real estate default services law firm equipped to handle all types of collection matters, regardless of complexity.

Williams HR Solutions, LLC, Hollidaysburg, PA • Company Website
HR consulting firm providing, organization planning, wage and salary administration, performance management policies and practices, employment law adherence, affirmative action plan development and more.


•Z•

Zelenkofske Axelrod LLC, Harrisburg, PA • Company Website
CPA firm specializing in providing auditing, accounting, tax and consulting services to non-profit, financial institutions and governmental entities of all sizes and all types.

Zurich, Owings Mills, MD • Company Website
Full-service commercial property-casualty insurance company providing products and services to banks and their business customers.