Associate Members

101 - 120 of 207

Executive Benefits & Board of Director Services

Clarke Consulting
(610) 688-9466
760 Newtown Rd
Villanova, PA 19085


 James Clarke, Principal    jjclarke2@aol.com

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
Jones Walker LLP
(202) 434-4660
1227 25th St NW Suite 200 West
Washington, DC 20037

www.joneswalker.com


 Richard Fisch, Esq., Partner    RFisch@joneswalker.com

Jones Walker LLP handles a broad range of transactional and regulatory matters for financial institutions and related entities. The firm's practice includes corporate, securities, and bank regulatory matters for financial institutions located in Pennsylvania and throughout the United States. We assist community banking organizations in corporate and stockholder matters, mutual-to-stock conversions, mutual holding company formations, banking and thrift law compliance, equity and debt offerings, mergers and acquisitions, executive compensation and stock-related benefit plans, federal and state securities law reporting and compliance, charter conversions, examination and enforcement matters and general regulatory matters before state corporate departments and state and federal banking agencies.
Primary category: Attorney/Legal Profession
Additional categories:
  • Executive Benefits & Board of Director Services
  • Investment Banking & M/A
Kaplan Partners
(610) 642-5644
1220 Medford Road
Wynnewood, PA 19096

www.KaplanPartners.com


 Alan J. Kaplan, Founder & CEO    alan@KaplanPartners.com

Kaplan Partners is a retained executive search and talent advisory firm focused on community banks. The firm partners with Boards and CEOs to provide advice on the identification and assessment of new leaders, senior operating executives and Directors. Kaplan Partners has completed over sixty bank President/CEO/Succession assignments for clients in 15 states, as well as hundreds of C-Level executive search assignments for every executive role.

In addition to the firm's expertise in executive search and CEO succession, Kaplan Partners' Board Advisory Services assists Boards of Directors with the dynamics of Director Succession, Performance, Diversity and Recruitment. The firm also conducts confidential Management Assessments of leadership teams to assist clients with succession planning and executive development efforts. Kaplan partners also provides Interim Executive Services for the CEO, CFO, COO and CTO positions.
Primary category: Executive Search Services
Additional categories:
  • HR, Benefit & Retirement Consulting/Services
  • Executive Benefits & Board of Director Services
Kilpatrick Townsend & Stockton LLP
(202) 508-5800
607 14th Street NW Suite 900
Washington, DC 20005-2018

www.kilpatricktownsend.com


 Christina M. Gattuso, Esq., Partner    cgattuso@kilpatricktownsend.com

Kilpatrick Stockton LLP is a national law firm that specializes in the representation of commercial banks, savings institutions, and other types of financial services companies before the federal and state banking and regulatory agencies. Over the years, the firm's attorneys have advised clients on a wide variety of complex legal and regulatory issues in the rapidly changing financial services industry. In addition to providing general regulatory and corporate law advice to financial institutions, the firm counsels financial institutions on mergers and acquisitions, public and private offerings, including mutual to stock conversions and mutual holding company reorganizations, employee benefits and executive compensation, federal and state securities laws and federal tax laws.
Primary category: Attorney/Legal Profession
Additional categories:
  • Executive Benefits & Board of Director Services
  • Investment Banking & M/A
Langan Financial Group
(717) 288-1880
1863 Center Street
Camp Hill, PA 17011

www.langanfinancialgroup.com


 Alexander D. Langan, JD, CFBS, Partner    alangan@financialguide.com

Langan Financial Group is excited to partner with the PACB to help community banks effectively and efficiently run their group retirement plans, as well as attract and retain executives by implementing innovative compensation structures. Currently a third and fourth generation family-owned business, LFG focuses on prudent plan governance and limiting your fiduciary liabilities. More improtantly, our independent status combined with our process-driven - not product-driven - approach ensures that we put you and your employees' needs first.
Primary category: Executive Benefits & Board of Director Services
Additional categories:
  • HR, Benefit & Retirement Consulting/Services
  • Investments/Securities
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
NFP Executive Benefits
(267) 482-6406
2500 York Road, Suite 210
Jamison, PA 18929

www.nfp.com


 Alicia Frye, Marketing & Communications    Alicia.frye@nfp.com

At NFP, our solutions and expertise are matched only by our personal commitment to each client's goals. We're a leading insurance broker and consultant that provides executive benefits solutions and bank-owned life (BOLI) insurance consulting. We are a full service provider with the ability to offer plan consulting, financial analysis, plan record-keeping, asset administration and ongoing BOLI regulatory compliance. Our expansive reach gives us access to highly rated insurers, vendors and financial institutions in the industry, while our locally based employees tailor each solution to meet our clients' needs.
Primary category: Executive Benefits & Board of Director Services
Additional categories:
  • HR, Benefit & Retirement Consulting/Services
  • Insurance
Pentegra Retirement Services
(203) 567-2228
2 Enterprise Dr. Ste 408
Shelton, CT 06484-4657

www.pentegra.com


 Mark Hogan, Regional Director    mark.hogan@pentegra.com

 Andrew Strock, BOLI & Non-Qualified Benefit Plans    andrew.strock@pentegra.com

Founded by the Federal Home Loan Bank System in 1943, today Pentegra is the retirement plan provider of choice for community banks nationwide, with more than 1,200 bank retirement plans and over $11 billion in plan assets under management. Pentegra offers more than 70 years of industry knowledge and insights in developing bank retirement plan solutions designed to attract, retain and reward the talent needed to ensure your bank's success and drive more successful retirement plan outcomes for your employees.

*Qualified retirement plan solutions and fiduciary outsourcing solutions, with expertise in all plan types including 401(k) plans, Defined Benefit Pension plans, KSOPs, ESOPs, Profit Sharing plans, Cash Balance plans and specialty plans

*Non-qualified Executive Benefit and Director plans, including Executive Incentive Retirement Plans (EIRP), Supplemental Executive Retirement Plan (SERP)/Director Retirement Plans (DRP), Executive and Director Deferred Compensation Plans and Group Term Replacement Plans

*Bank Owned Life Insurance (BOLI) financing to help you implement a more cost-effective strategy to offset some or all of the expenses related to your retirmenet plan and other employee benefit programs
Primary category: HR, Benefit & Retirement Consulting/Services
Additional categories:
  • Executive Benefits & Board of Director Services
  • Non Interest Income
  • BOLI (Bank Owned Life Insurance)
Silver, Freedman, Taff & Tiernan LLP
(202) 295-4500
3299 K Street NW, Suite 100
Washington, DC 20007-4444

www.sfttlaw.com


 Eric M. Marion, Esq., Partner    emarion@sfttlaw.com

 Raymond A. Tiernan, Esq., Partner    rtier@sfttlaw.com

A Washington, DC-based law firm specializing in the representation of community banks. The firm's practice includes mutual to stock conversions, mutual holding company reorganizations, mergers/acquisitions, executive compensation and employee benefits and general regulatory and corporate practice.
Primary category: Attorney/Legal Profession
Additional categories:
  • Executive Benefits & Board of Director Services
  • Investment Banking & M/A

Executive Search

Smith & Wilkinson
(207) 289-3127
71 US Route 1 Suite D
Scarborough, ME 04074-7174

www.smithandwilkinson.com


 Quin Peel, Chief Operating Officer    qpeel@smithandwilkinson.com

Smith & Wilkinson - Executive Search Solutions is a banking specific search firm focused on middle & senior level management, specializing in serving community/regional banks.
Primary category: Executive Search

Executive Search Services

Kaplan Partners
(610) 642-5644
1220 Medford Road
Wynnewood, PA 19096

www.KaplanPartners.com


 Alan J. Kaplan, Founder & CEO    alan@KaplanPartners.com

Kaplan Partners is a retained executive search and talent advisory firm focused on community banks. The firm partners with Boards and CEOs to provide advice on the identification and assessment of new leaders, senior operating executives and Directors. Kaplan Partners has completed over sixty bank President/CEO/Succession assignments for clients in 15 states, as well as hundreds of C-Level executive search assignments for every executive role.

In addition to the firm's expertise in executive search and CEO succession, Kaplan Partners' Board Advisory Services assists Boards of Directors with the dynamics of Director Succession, Performance, Diversity and Recruitment. The firm also conducts confidential Management Assessments of leadership teams to assist clients with succession planning and executive development efforts. Kaplan partners also provides Interim Executive Services for the CEO, CFO, COO and CTO positions.
Primary category: Executive Search Services
Additional categories:
  • HR, Benefit & Retirement Consulting/Services
  • Executive Benefits & Board of Director Services

Funding Solutions

BBN
(860) 266-2352
43 Western Blvd
Glastonbury, CT 06033

www.bbnfirst.com


 Holly C. Bouchard, Marketing Officer    hcb@bankersbanknortheast.com

BBN offers a reliable source for correspondent services. Our mission is to assist in the growth and prosperity of community based depository institutions. As a result, we are committed to providing high quality, leading-edge products and services. BBN provides credit, operational, risk control and advisory services to investor and non-investor depository institutions. A realtionship with BBN offers the opportunity for cost savings, revenue enhancement, improved competitiveness, and scalable growth in a high quality, secure, responsive, consistent and reliable manner. BBN- Empowering community financial institutions through products, information and solutions.
Primary category: Investment Banking & M/A
Additional categories:
  • Loan Review & Loan Documentation
  • Funding Solutions
FTN Financial
(800) 456-5460
845 Crossover Lane, Suite 150
Memphis, TN 38117-4941

www.ftnfinancial.com


 Trae Winston, Marketing Specialist    trae.winston@ftnfinancial.com

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 www.ftnfinancial.com

*for 24 month period ending 4Q16.
Primary category: Investments/Securities
Additional categories:
  • Funding Solutions
Innovative Financing Solutions
(484) 485-2756
218 Ardmore Avenue
Ardmore, PA 19003

www.innovativefinancingsolutions.net


 Michael D. Ryan, President/CEO    mryan@innovfs.net

IFS is a bank and business advisory firm specializing in the development and implementation of sound and profitable government guaranteed loan programs for community banks and growing regional banks.
Primary category: Bank Service Provider
Additional categories:
  • Funding Solutions
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

HR, Benefit & Retirement Consulting/Services

Kaplan Partners
(610) 642-5644
1220 Medford Road
Wynnewood, PA 19096

www.KaplanPartners.com


 Alan J. Kaplan, Founder & CEO    alan@KaplanPartners.com

Kaplan Partners is a retained executive search and talent advisory firm focused on community banks. The firm partners with Boards and CEOs to provide advice on the identification and assessment of new leaders, senior operating executives and Directors. Kaplan Partners has completed over sixty bank President/CEO/Succession assignments for clients in 15 states, as well as hundreds of C-Level executive search assignments for every executive role.

In addition to the firm's expertise in executive search and CEO succession, Kaplan Partners' Board Advisory Services assists Boards of Directors with the dynamics of Director Succession, Performance, Diversity and Recruitment. The firm also conducts confidential Management Assessments of leadership teams to assist clients with succession planning and executive development efforts. Kaplan partners also provides Interim Executive Services for the CEO, CFO, COO and CTO positions.
Primary category: Executive Search Services
Additional categories:
  • HR, Benefit & Retirement Consulting/Services
  • Executive Benefits & Board of Director Services
Langan Financial Group
(717) 288-1880
1863 Center Street
Camp Hill, PA 17011

www.langanfinancialgroup.com


 Alexander D. Langan, JD, CFBS, Partner    alangan@financialguide.com

Langan Financial Group is excited to partner with the PACB to help community banks effectively and efficiently run their group retirement plans, as well as attract and retain executives by implementing innovative compensation structures. Currently a third and fourth generation family-owned business, LFG focuses on prudent plan governance and limiting your fiduciary liabilities. More improtantly, our independent status combined with our process-driven - not product-driven - approach ensures that we put you and your employees' needs first.
Primary category: Executive Benefits & Board of Director Services
Additional categories:
  • HR, Benefit & Retirement Consulting/Services
  • Investments/Securities
NFP Executive Benefits
(267) 482-6406
2500 York Road, Suite 210
Jamison, PA 18929

www.nfp.com


 Alicia Frye, Marketing & Communications    Alicia.frye@nfp.com

At NFP, our solutions and expertise are matched only by our personal commitment to each client's goals. We're a leading insurance broker and consultant that provides executive benefits solutions and bank-owned life (BOLI) insurance consulting. We are a full service provider with the ability to offer plan consulting, financial analysis, plan record-keeping, asset administration and ongoing BOLI regulatory compliance. Our expansive reach gives us access to highly rated insurers, vendors and financial institutions in the industry, while our locally based employees tailor each solution to meet our clients' needs.
Primary category: Executive Benefits & Board of Director Services
Additional categories:
  • HR, Benefit & Retirement Consulting/Services
  • Insurance
Pentegra Retirement Services
(203) 567-2228
2 Enterprise Dr. Ste 408
Shelton, CT 06484-4657

www.pentegra.com


 Mark Hogan, Regional Director    mark.hogan@pentegra.com

 Andrew Strock, BOLI & Non-Qualified Benefit Plans    andrew.strock@pentegra.com

Founded by the Federal Home Loan Bank System in 1943, today Pentegra is the retirement plan provider of choice for community banks nationwide, with more than 1,200 bank retirement plans and over $11 billion in plan assets under management. Pentegra offers more than 70 years of industry knowledge and insights in developing bank retirement plan solutions designed to attract, retain and reward the talent needed to ensure your bank's success and drive more successful retirement plan outcomes for your employees.

*Qualified retirement plan solutions and fiduciary outsourcing solutions, with expertise in all plan types including 401(k) plans, Defined Benefit Pension plans, KSOPs, ESOPs, Profit Sharing plans, Cash Balance plans and specialty plans

*Non-qualified Executive Benefit and Director plans, including Executive Incentive Retirement Plans (EIRP), Supplemental Executive Retirement Plan (SERP)/Director Retirement Plans (DRP), Executive and Director Deferred Compensation Plans and Group Term Replacement Plans

*Bank Owned Life Insurance (BOLI) financing to help you implement a more cost-effective strategy to offset some or all of the expenses related to your retirmenet plan and other employee benefit programs
Primary category: HR, Benefit & Retirement Consulting/Services
Additional categories:
  • Executive Benefits & Board of Director Services
  • Non Interest Income
  • BOLI (Bank Owned Life Insurance)
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
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