Associate Members

Alphabetical Listing | By Category | Preferred Providers
1 - 20 of 88
Accume Partners
275 Cumberland Parkway Plaza, #307
Mechanicsburg, PA 17055

 Nicole Lloyd, Managing Director

For 20 years, banks and financial institutions in Pennsylvania have relied on Accume Partners for internal audit, regulatory compliance and risk management services. As the level of regulatory and business complexity has surged, so has the need for specialized knowledge and focus. We have organized our firm to achieve that goal providing our clients with deep knowledge, expertise and approaches in the following areas:
" Internal Audit
" Regulatory Compliance
" Enterprise Risk Management
" Technology Risk Management

Through these key areas of focus, we are able to stay in front of change, bring balanced perspectives and the specialized knowledge demanded by today's banks and financial institutions.

Throughout the years, Accume Partners has served over 600 financial institutions. We have been active supporters and annual sponsors of PACB events and we welcome the opportunity to continue working with PACB members. Call us at 888.696.1515 or visit us at
Primary category: Risk Management Consulting & Services
Additional categories:
  • Auditing - Internal & External
  • Compliance - Consulting/Products/Services
Allied Solutions
(800) 826-9384
350 Veterans Way
Carmel, IN 46032

 Ryan J. Frantzen, Vice President of Sales

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
Baker Group
(405) 415-7200
1601 Northwest Expressway, Floor 20
Oklahoma City, OK 73118

 Charles Amis, Vice President

The Baker Group is one of the nation's largest independently owned securities firm specializing in asset/liability and investment portfolio management for community financial institutions. We've helped our clients improve decision making, manage interest rate risk, and maximize investment portfolio performance since 1979. Our proven approach of total resource integration for community financial institutions utilizes software and products developed by Baker's Software Solutions combined with the firm's investment experience and advice.
Primary category: Asset/Liability Management
Additional categories:
  • Investments/Securities
  • Risk Management Consulting & Services
Baker Tilly Virchow Krause, LLP
(412) 697-6400
20 Stanwix Street
Suite 800
Pittsburgh, PA 15222

 Robert A. Simon, Partner

Baker Tilly Virchow Krause, LLP (Baker Tilly) is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 34,700 professionals. The combined worldwide revenue of independent member firms is $3.6 billion.

Primary category: Accounting
Additional categories:
  • Auditing - Internal & External
  • Risk Management Consulting & Services
(717) 233-8800
1801 Market St
Suite 1700
Philadelphia, PA 19103-1634

 Steven E. Morehart, CPA, Partner

With four offices across Pennsylvania (Harrisburg, Reading, Philadelphia and Pittsburgh), BDO's Financial Institutions professionals are always nearby. We have been providing audit and tax services to financial institutions ranging in size from de novo banks to multi-billion dollar institutions for decades. Our comprehensive suite of integrated services for publicly held and private institutions and our proactive approach to addressing issues before they become problems are just two of the many reasons our clients have selected BDO. Our hands-on partners and experienced professionals provide accounting services with one focus in mind: your bank's success. For non-audit clients, we provide a broad range of advisory services including internal audit, compliance, risk advisory and other accounting services.
Primary category: Accounting
Additional categories:
  • Auditing - Internal & External
  • Risk Management Consulting & Services
Berkley FinSecure
(443) 987-8619
849 Fairmount Avenue, Suite 301
Towson, MD 21286

 David H. Cassel, AVP, Sales-Mid-Atlantic Region

Berkley FinSecure, a member company of W.R. Berkley Corporation, is dedicated to providing customized, comprehensive insurance solutions and outstanding personalized service to financial institutions. We offer bond, management liability coverages and all standard property-casualty lines as well as specialty products catering to mortgage lenders and trust managers.

Our Berkley Crime unit provides crime related insurance products to commercial organizations, financial institutions and government entities.

We are a member company of W.R. Berkley Corporation, one of the nation's premier commercial lines property/casualty insurance providers. We underwrite on behalf of W.R. Berkley Corporation member companies each of which carry A.M. Best and S&P ratings of A+, A.M. Best Financial Size Category XV.
Primary category: Insurance
(317) 393-4157
201 N. Illinoist St., Suite 700
Indianapolis, IN 46204

 Tracy Brandenburg, Marketing Manager

BKD National Financial Services Group, a division of BKD, LLP, CPAs and advisors, has 180 professionals who provide consulting and compliance services to 1,200 financial institutions. BKD services include regulatory compliance, including Dodd-Frank requirements, internal audit, tax, loan review, extended financial statement audits, enterprise risk management, SEC reporting, IT risk assessment, strategic planning, merger and acquisitions, and profitability enhancement.
Primary category: Accounting
Additional categories:
  • Auditing - Internal & External
  • Risk Management Consulting & Services
Boenning and Scattergood, Inc.
(610) 832-1212
4 Tower Bridge
200 Barr Harbor Dr Suite 300
West Conshohocken, PA 19428

 Charles K. Hull, Managing Director

The Financial Institutions Group (FIG) is part of Boenning & Scattergood's capital markets organization. FIG personnel have expertise in multiple business verticals including sales and trading, research, investment banking, fixed income and asset management. Our experienced professionals work together to serve the needs of our financial institution clients. FIG leverages Boenning & Scattergood's substantial resources to provide clients with an unparalleled level of service as well as the creative ideas to help them successfully transact and grow their business.
Primary category: Investment Banking/Securities
Additional categories:
  • Bank Consulting
BOLI Consulting Partners, LLC
(856) 577-7305
1 Union Ave., Ste #1055
Bala Cynwyd, PA 19004-9998

 Lon P. Haines, Managing Principal

Banc Consulting Partners, LLC, DBA as BOLI Consulting Partners, LLC in PA is an industry leader in the design, implementation, and administration of Bank-Owned Life Insurance (BOLI) and Nonqualified Deferred Compensation. Led by a team of seasoned consultants with extensive experience in the BOLI, benefits, and banking arena; BCP is uniquely positioned and steadfastly committed to providing comprehensive consultation and service to the community bank marketplace. BCP's diagnostic approach, client-centric philosophy, and underlying focus in aligning institutional objectives in a manner that fosters trusted and meaningful relationships has helped hundreds of institutions across the country attract and retain quality leadership while optimizing earnings to offset the ever increasing cost of employee benefit obligations.
Primary category: Executive Benefits & Board of Director Services
Additional categories:
  • Insurance
Borden Perlman
(609) 896-3434
250 Phillips Blvd, Suite 280
Ewing, NJ 08618

 Doug Borden, Partner

Borden Perlman is an industry leader in Financial Institution risk management services. From cyber breaches to foreclosures and company mergers, you face complex loss exposures. You need an experienced insurance partner - a partner who stays on top of the latest information from the FDIC and the Department of Banking Insurance (DOBI) and insures countless other community banks and community development financial institutions.

Borden Perlman promotes best practices education with our proprietary risk management platform to help our client stay ahead of the curve. We offer training and advice pertinent to your industry on matters such as the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), wire transfers, cyber security and more.

From directors and officers insurance to bankers' professional liability coverage, we have every protection you need. Count on us for mortgage impairment coverage, other real estate owned (OREO), general liability, professional liability, auto, workers' compensation, property, EPLI, crime, cyber liability and more. We are licensed in 50 states so we can accommodate multi-branch institutions and out of state exposures.
Primary category: Insurance
Additional categories:
  • Risk Management Consulting & Services
Burns White LLC
(412) 995-3004
48 26th Street
Pittsburgh, PA 15222-4534

 Lyle D. Washowich, Esq., Co-Chair, Banking & Financial Svcs Practice Group

With the industry facing some of the most sweeping changes in more than a century, we live in a time of financial, economic and business uncertainty.

To rise to meet these challenges, financial institutions - more than ever - need attorneys who understand their business and commit to working hand-in-hand with them to tackle their problems. With the industry landscape changing daily, adaptation, efficiency and unwavering support are as important now as they have been in recent memory.

Our attorneys possess significant commercial litigation experience in state/federal courts and in private venues representing a broad range of financial institutions. This includes matters for alleged breaches of contract, disputes among partnerships and other business interests, alleged breaches of fiduciary duties, alleged conspiracy claims, claims brought pursuant to the Uniform Commercial Code (UCC) and other types of statutory and common law claims. In addition, we have also initiated and defended motions for temporary restraining orders, motions for preliminary and permanent injunction, and other emergency motions on behalf of various entities.

Further, we represent financial institutions in loan workout, restructuring, and related matters. Our attorneys counsel and assist the institutions to cost effectively resolve these problems and achieve the best return available. We assist with financial and managerial issues to help resolve situations quickly and effectively, to assess value, to propose solutions, structure to negotiate, and enter into the best and most cost effective transaction available - to avoid and/or cure default. Moreover, we counsel our clients to implement the resulting operating plans.
We look forward to working with you. As a strategic partner for your business, we roll up our sleeves to help so you can roll yours down.
Primary category: Attorney/Legal Profession
Additional categories:
  • Cyber & Information Security
  • Lending Services - Consumer/Commercial/Mortgage/Environmental
Bybel Rutledge LLP
(717) 731-1700
1017 Mumma Rd Suite 302
Lemoyne, PA 17043

 Carter D. Frantz, Esq., Partner

At Bybel Rutledge LLP, clients have access to seasoned professionals who have substantial experience across the broad spectrum of the financial services industry. Bybel Rutledge LLP is well positioned to meet the following needs of clients for pragmatic and expert advice delivered in a responsive and cost-effective manner:

"Banking Law and Regulatory Representation
"Mergers and Acquisitions
"Securities Law
"Capital Formation
"Charter Conversions
"Corporate Governance, Strategic and Succession Planning
"Employment and Labor Law
"Insurance Law
"Investment Companies
"Broker-dealers/Investment Advisers
"Intellectual Property Law

Trusted Advisers to Companies. . .Every Step of the WayTM
Primary category: Attorney/Legal Profession
Check Printing Contract Consulting
(216) 970-0105
499 Locklie Drive
Cleveland, OH 44143

 Jim Schartman, Executive Vice President

CPCC negotiates check printing contracts on behalf of financial institutions. Our principal, Jim Schartman was a top sales performer for one of the country's largest check printing companies for more than 32 years. Since early 2015 we have impartially negotiated check printing contracts on behalf of nearly 100 institutions. The vast majority of our clients choose to stay with their current vendor and enjoy net savings of 40% or more. There are no out of pocket costs to the bank. The check vendor funds our entire consulting fee, which is only a percentage of negotiated savings. We offer your bank a free, no obligation Opportunity Analysis that will provide a specific projection of your bank's potential savings. Common five year contract savings for a bank with 30,000 checking accounts is $500,000 or more. Contact Jim Schartman at or 216-970-0105.

Primary category: Bank Consulting
Additional categories:
  • Non Interest Income
  • Check Printing & Services
CLA (CliftonLarsonAllen)
(215) 643-3900
610 W. Germantown Pike
Suite 400
Plymouth Meeting, PA 19462

 Richard Huff, Principal

CLA is a professional services firm delivering integrated advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Additionally, CLA provides strategic solutions for community banks. From accessing capital, identifying and mitigating risk, and adapting to new regulations, our experienced team guides clients through challenging times and helps position them for future success.
Primary category: Accounting
Additional categories:
  • Risk Management Consulting & Services
  • Bank Consulting
Clarke Consulting
(610) 688-9466
760 Newtown Rd
Villanova, PA 19085

 James Clarke, Principal

Clarke Consulting specializes in financial management, strategic planning, and board/management education. Clarke Consulting has experience and expertise in the facilitation of management and board meetings and retreats, whether educational, strategic or ALM related.
Primary category: Bank Consulting
Additional categories:
  • Asset/Liability Management
  • Executive Benefits & Board of Director Services
(860) 678-0444
100 Executive Blvd
Southington, CT 06489

 Susan Salecky, VP Business Development

COCC is an award-winning client-owned financial technology company servicing financial institutions throughout the Northeastern United States. Launched in 1967, COCC was founded by its clients with a focus on the technology needs of community banks. This unique cooperative structure sets COCC apart from the competition and is one of the driving forces behind our success. COCC is the fastest growing financial data processing company in the United States and recognized as a leader in delivering innovation and quality service financial institutions demand and deserve.
Primary category: Core Processing & Systems
Additional categories:
  • Mobile Banking & Alternative Payments
  • Cyber & Information Security
Computer Services Inc. (CSI)
(800) 545-4274
3901 Technology Drive
Paducah, KY 42001

 Kevin Blaser, VP, Sales Mid Atlantic Region

CSI delivers core banking, managed services, mobile/internet, card services, document delivery, treasury management, and regulatory compliance solutions to community banks, nationwide. To learn more about CSI, PACB Services' Preferred Provider for managed services, see
Primary category: Core Processing & Systems
Additional categories:
  • Technology Services - Hardware, Software, Consulting
  • Compliance - Consulting/Products/Services
Crowe LLP
(216) 623-7500
600 Superior Avenue East, Suite 902
Cleveland, OH 44114

 Nicole Spiker, Partner

Crowe Knows Banking - and How to Help Banks Address Today's Challenges

Banks must respond to an evolving regulatory climate, anticipate fast-changing competitive pressures, and address rising stakeholder expectations - all while managing risk and long-term strategic issues. In this complex environment, banking executives need experienced service providers with demonstrated records of success to help them address their industry's challenges.

With more than 50 years of banking industry experience, Crowe Horwath LLP is recognized as a leading provider of audit, tax, advisory, risk, and performance services. In fact, financial institutions are our largest area of focus. We have an experienced team of more than 800 professionals focused on financial institutions.

Crowe Understands the Banking Industry and What Matters to Banks Today
Serves more than 1,800 financial services clients
Works with more than half of the top 100 U.S. banks
Serves approximately 500 audit, 600 risk, and 700 tax clients
400 financial services clients have been with Crowe for 10+ years
50 bank clients have been with Crowe for 20+ years
9 out of 10 Crowe banking specialists stay with Crowe and return to their client year to year
Performs more U.S. bank holding company audits than any other U.S. firm
Maintains relationships in leading organizations, including the American Bankers Association (ABA), Bank Director, the Financial Managers Society Inc., and SNL Financial LC

With a centralized organizational structure and nationwide presence, Crowe is able to call on specialized talent and experienced people from anywhere in the firm to help meet clients' needs. That means specialized expertise is available to help your bank with today's most pressing challenges, including:
Developing an effective anti-money-laundering program
Navigating the challenges of regulatory reform
Providing guidance on the development of road maps and pre-implementation plans for credit impairment and the CECL Framework
Helping banking audit committees to be more effective
Managing model risk
Reviewing policies and procedures around allowance for loan and lease losses
Maximizing value from a merger or acquisition
Assessing and optimizing stress-testing frameworks

In addition to benefiting from extensive experience and deep industry expertise, our approach emphasizes direct senior-level involvement in each project.
Primary category: Auditing - Internal & External
Additional categories:
  • Bank Consulting
  • Risk Management Consulting & Services
FHN Financial
(800) 456-5460
845 Crossover Lane, Suite 150
Memphis, TN 38117-4941

 Trae Winston, Marketing Specialist

Few financial firms can boast a history dating to the Civil War. Yet for over 150 years, FTN Financial has been dedicated to helping our customers achieve their fixed income goals. Whether you want to buy or sell securities, need help managing your balance sheet, or seek to limit interest rate risk, we can deliver the appropriate products and services, precisely tailored to your needs. We're confident you won't find a more responsive, customer-focused fixed income shop anywhere.

FTN Financial is an industry leader in fixed income sales, trading, and strategies for institutional customers in the US and abroad. We also provide investment services and balance sheet management solutions. With an average daily trading volume of $5+ billion, FTN transacts business with approximately 40% of all domestic depositories with portfolios over $100 million, and approximately 50% of all US banks with portfolios over $100 million.*

Learn more at

*for 24 month period ending 4Q16.
Primary category: Investments/Securities
Additional categories:
  • Funding Solutions
(800) 822-6758
601 Riverside Ave
Jacksonville, FL 32204

 John Buck, Managing Director

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
Primary category: Compliance - Consulting/Products/Services
Additional categories:
  • Technology Services - Hardware, Software, Consulting
  • Core Processing & Systems
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