Associate Members

Alphabetical Listing | By Category | Preferred Providers
21 - 40 of 84
Griffin Financial Group, LLC
(610) 478-2106
607 Washington St
Reading, PA 19601

 Alan Grover, SVP, Financial Institutions Group

Griffin Financial Group is a Pennsylvania-based investment bank specializing in assisting financial institutions in understanding their strategic and financial alternatives, raising capital, facilitating and structuring M&A transactions and securitizing and selling assets, including troubled assets. Griffin also assists financial institutions in public offerings, institutional placements, sales, syndication and other capital markets activities. Griffin also offers assistance with capital planning, strategic planning, non-depository M&A, branch purchases and sales, and other strategic matters. Through our unique platform, we also have the ability to assist our clients in attracting non-traditional sources of capital, including private equity funds, hedge funds and insurance companies, and in attracting strategic partners.

Griffin has 40 investment bankers and is part of a professional services platform which consists of over 200 multidisciplinary professionals with occupational and educational diversity and broad and deep banking sector experience. Our staff includes many former senior executive officers of both large and small depository institutions, specialty lenders and others in the sector with hands-on operating and transactional experience. Our in-house, industry-specific financial accounting and tax capabilities are unique among investment banks specializing in the financial institutions sector. This platform gives us the ability to understand our financial institution clients' needs from their perspective and to develop innovative structures to address their challenges in a difficult regulatory and economic environment.

Griffin has two Pennsylvania office locations - Valley Forge and Reading - as well as offices in New York City, Dallas/Fort Worth, TX and Norfolk, VA.

Primary category: Investment Banking & M/A
Additional categories:
  • Bank Consulting
  • Executive Benefits & Board of Director Services
(402) 323-3612
206 South 13th Street
Suite 1500
Lincoln, NE 68508

 Brett Walburn, Vice President

We are more than 50 financial industry professionals helping hundreds of clients nationwide to connect with the people they want to reach in ever evolving ways. Together we’ve built core relationships in the millions. But it isn’t the numbers that matter; it’s the connections.
Primary category: Bank Consulting
Additional categories:
  • Training
  • Marketing--Web, Social, Direct, Traditional
Herbein + Company, Inc.
(610) 378-1175
2763 Century Blvd
Reading, PA 19610

 Thomas R. Strause, Partner

Herbein + Company, Inc. provides accounting, auditing, tax and consulting services to community banks, trust companies and registered broker/dealers throughout Pennsylvania. PCAOB registered firm. We provide internal audit, risk management and compliance services to financial institutions through our subsidiary Financial Outsourcing Solutions, LLC.
Primary category: Accounting
Additional categories:
  • Auditing - Internal & External
  • Risk Management Consulting & Services
Hladik, Onorato & Federman, LLP
(267) 662-9022
298 Wissahickon Avenue
North Wales, PA 19454

 Stephen M. Hladik, Esq., Partner

Our firm specializes in all aspects of default services for lenders, investors and services, handling foreclosure, bankruptcy, eviciton, quiet title and related litigation. We also have significant regulatory experience, and routinely defend cases brought by administrative enforcement agencies, as well as handling litgation related to FDCPA, UDAP, TILA and RESPA.
Primary category: Attorney/Legal Profession
Additional categories:
  • Compliance - Consulting/Products/Services
Holtmeyer & Monson
(800) 340-7304
8812 Classic Dr
Memphis, TN 38125-8837

 Arne Monson, President

With our comprehensive out-of-house services, you’ll have everything required to offer loans guaranteed by the SBA and USDA. Including high levels of compliance and processing expertise. We cover every stage involved — from loan packaging and closing, to securitization and sale, through portfolio servicing.

Now you can offer small businesses access to capital while significantly enhancing your earnings. H&M experts do all the work, at no net cost to you.
Primary category: Lending Services - Consumer/Commercial/Mortgage/Environmental
ICBA Bancard/TCM Bank
(800) 242-4770
1615 L Street NW Suite 900
Washington, DC 20036

 Client Services,

ICBA Bancard/TCM Bank provides community banks access to comprehensive and competitive electronic payment solutions, including credit card issuing, debit/ATM card programs for both consumers and small businesses. Additionally Bancard offers an exclusive Fraud Loss Protection program, training & education and robust customizable marketing solutions.

Competitive credit card portfolio valuation, consultation and purchase options are also available.
Primary category: Card Services - Debit/Credit/ATM Networks
ICBA Securities/Vining Sparks
(800) 422-6442
775 Ridge Lake Blvd Suite 175
Memphis, TN 38120

 James L. Reber, President/CEO

ICBA Securities provides a full suite of investment products and services for community banks through its exclusive broker, Vining Sparks. Included are traditional fixed-income securities, interest rate products, whole loans, M&A and valuation services, and investment advisory services. Vining Sparks also has state-of-the-art asset/liability and bond accounting products. ICBA Securities, a wholly-owned subsidiary of the ICBA, provides a full calendar of educational events for community bankers and investment professionals.
Primary category: Investments/Securities
ICI Consulting, Inc.
(800) 729-8237
1100 Pinellas Bayway South, Suite K4
Tierra Verde, FL 33715

 Greg Schratwieser, President/CEO

At ICI we know core processing systems from years of experience as bankers and vendors. Since 1994, ICI Consulting has focused exclusively on the financial industry. This concentration enables us to objectively evaluate, negotiate, recommend and implement superior in-house or outsourcing solutions for our clients. We understand core processing systems and the ancillary solutions that integrate with them. Our goal is to select the best solutions at competitive prices for our clients. Furthermore, we strive to maximize the effectiveness of the technology through a comprehensive implementation strategy that creates stronger, more competitive systems for banks.
Primary category: Bank Consulting
Additional categories:
  • Non Interest Income
  • Core Processing & Systems
IHELP Private Student Loans
(610) 234-0592
1310 Q Strret, NW
Washington, DC 20009

 Jim Iannuzzi, Senior VP, Sales

iThe iHELP Student Loan program was designed for community banks which have identified a need for higher education funding based on requests from their customers. iHELP is an end-to-end private student loan solution providing exceptional personalized service for the bank's customers along with full lender support to ensure all compliance and regulations are followed without the need for additional bank staffing. Funding your customers educational loans today will keep them as your customer in the future.
Primary category: Lending Services - Consumer/Commercial/Mortgage/Environmental
Innovative Financing Solutions
(484) 485-2756
3150 Township Line Rd, Ste 1
Drexel Hill, PA 19026-1926

 Michael D. Ryan, President/CEO

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
Insured Financial Institutions of Delaware Valley
(610) 520-0840
1 Shaw Circle
Garney Valley, PA 19060

 Anthony Scafide, Jr.,

The Insured Financial Institutions of Delaware Valley (IFI) was incorporated in 1948. It is a regional trade organization serving members located in the Delaware Valley. Membership is open to all financial institutions that are insured by the FDIC, and to vendors that provide services to those institutions.

Monthly meetings are held from September to May. Our goal is to provide speakers at these meetings who are interesting and informative. The meetings also present an excellent networking opportunity for the members.
Primary category: Regional Group for Financial Institutions
Jones Walker LLP
(202) 434-4660
1227 25th St NW
Suite 200 West
Washington, DC 20037

 Richard Fisch, Esq., Partner

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
Kafafian Group, Inc.
(973) 299-0300
90 Highland Ave
Suite 201
Bethlehem, PA 18017

 Robert E. Kafafian, President/CEO

A finance, strategy, and operations consulting firm specializing in performance measurement, profitability outsourcing, strategic and business planning, regulatory assistance, process improvement, board and management advisory services, and investment banking advisory services. TKG has helped over 400 financial institutions in over forty states improve back-office operations, utilize systems more effectively, and develop better management information and reporting.
Primary category: Bank Consulting
Additional categories:
  • Investment Banking & M/A
  • Analytics Solutions
Kaplan Partners
(610) 642-5644
1220 Medford Road
Wynnewood, PA 19096

 Alan J. Kaplan, Founder & CEO

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
(877) 342-2557
4516 Seton Center Pkwy
Suite 300
Austin, TX 78759

 Buck Green, VP, Regional Director

Kasasa is an award-winning financial technology and marketing technology provider that helps more than 750 community financial institutions establish long lasting relationships with millions of consumers through its branded retail products and marketing automation capabilities. Over the past 14 years, the company has reinvented the entire retail deposit category, and is now reinventing lending through its latest patent-pending offering, Kasasa Loans®. Through innovative products, a national consumer brand, and turnkey solutions and support, Kasasa helps local banks and credit unions compete for their rightful share of the market against the largest banks and digital bank competitors.

Primary category: Bank Consulting
Additional categories:
  • Non Interest Income
  • Marketing & PR Services (Digital, Social, Direct, Print)
Keefe, Bruyette & Woods A Stifel Company
(215) 861-7179
1600 Market Street
Suite 1450
Philadelphia, PA 19103

 David P. Lazar, Managing Director

Keefe, Bruyette & Woods (KBW) is a full-service, boutique investment bank and broker-dealer that specializes in the financial services sector. We provide financial services companies with research, equity sales & trading, capital raising, and strategic advisory services. We have built our reputation for excellence in financial services on the basis of our research platform, our senior professionals, track record of market innovations, and the strength of our execution capabilties.
Primary category: Investment Banking & M/A
Additional categories:
  • Investments/Securities
Kilpatrick Townsend & Stockton LLP
(202) 508-5800
607 14th Street NW Suite 900
Washington, DC 20005-2018

 Christina M. Gattuso, Esq., Partner

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
Larson Karle Architects
(814) 728-6010
3 Farm Colony Dr
Warren, PA 16365

 Richard W. Larson, Principal/Registered Architect

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
Lender Consulting Services, Inc.
(800) 474-6802
40 LaRiviere Dr Suite 120
Buffalo, NY 14202

 Ben Bremer, President

LCS, Inc. is a full service commercial real estate consulting firm which also provides construction monitoring and property evaluation services throughout Pennsylvania. Core services include ASTM AAI Phase I ESAs, Transaction Screen ESAs, USSBA compliant Records Search with Risk Assessment (RSRA), subsurface soil and groundwater investigations, environmental remediation, property condition assessments, pre-lending construction plan review, construction monitoring and commercial appraisal reviews.
Primary category: Lending Services - Consumer/Commercial/Mortgage/Environmental
Additional categories:
  • Bank Consulting
The Lightstream Group
(267) 638-6001
20 East Main Street
Lansdale, PA 19446


 James R. Gillen, Director of Business Devel - Financial Institutions

Lightstream is a full-service agency that specializes in helping banks like yours make a bigger impact with their marketing. Because we work with community banks day in and day out, we understand your
marketing objectives and can deliver proven strategies to help you attract customers, grow deposits, develop business relationships, and buiId brand vaIue across a full range of traditional and digital
channels. With no retainer requirement and cost-efficient pricing, we can heIp your team achieve better results and accomplish more with your marketing budget.
Primary category: Marketing & PR Services (Digital, Social, Direct, Print)
Additional categories:
  • Marketing--Web, Social, Direct, Traditional
21 - 40 of 84