Associate Members

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Risk Management Consulting & Services

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
Visible Equity
(888) 409-1560
2890 E Cottonwood Pkwy Ste. 225
Salt Lake City, UT 84121

www.visibleequity.com


 Valerie Jackson, Director of Marketing    valerie.jackson@visibleequity.com

Visible Equity is a data warehousing, analytics and visualization software company that helps financial institutions identify, measure and monitor risks and opportunities to help make well-informed, data-driven decisions. Products include Loan, Allowance fro Credit Loss (CECL), Application, Deposit, Customer/Marketing, Fair Lending and Peer Analytics.
Primary category: Risk Management Consulting & Services
Additional categories:
  • Data & Information Processing
  • Analytics Solutions

Technology Services - Hardware, Software, Consulting

Bundlefi
(516) 802-7193
1400 Old County Road, Suite 103
Westbury, NY 11590

www.bundlefi.com


 Adrienne Greene, Chief Sales Officer    adrienne@bundlefi.com

Bundlefi delivers a simplified search mechanism for conumsers looking to connect with a financial institution that suits their needs. Bundlefi is a game changer for community based financial institutions who often struggle to be heard above the roar of the mega banks.
Primary category: Bank Consulting
Additional categories:
  • Marketing & PR Services (Digital, Social, Direct, Print)
  • Technology Services - Hardware, Software, Consulting
Computer Services Inc. (CSI)
(800) 545-4274
3901 Technology Drive
Paducah, KY 42001

www.csiweb.com


 Kevin Blaser, VP, Sales Mid Atlantic Region    Kevin.Blaser@csiweb.com

CSI delivers core banking, managed services, mobile/internet, card services, document delivery, treasury management, and regulatory compliance solutions to community banks, nationwide. For more on CSI, see www.csiweb.com.
Primary category: Core Processing & Systems
Additional categories:
  • Technology Services - Hardware, Software, Consulting
  • Compliance - Consulting/Products/Services
FIS
(888) 822-6758
601 Riverside Ave
Jacksonville, FL 32204

www.fisglobal.com


 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
Finastra
(800) 815-5592
605 Crescent Executive Court, Suite 600
Lake Mary, FL 32746

www.finastra.com


 Nigel O. Prince, Head, Product Manager    nigel.prince@dh.com

Finastra unlocks the potential of people and businesses in finance, creating a platform for open innovation. Formed in 2017 by the merger of Misys and D+H, we provide the broadest portfolio of financial services software in the world today- spanning retail banking, transaction banking, lending, and treasury and capital markets. Through our open, secure and reliable solutions, customers are empowered to accelerate growth, optimize cost, mitigate risk and continually evolve to meet the changing needs of their customers. 48 of the world's top 50 banks use Finastra technology. Please visit www.finastra.com.
Primary category: Core Processing & Systems
Additional categories:
  • Lending Services - Consumer/Commercial/Mortgage/Environmental
  • Technology Services - Hardware, Software, Consulting
Glory
(412) 432-6630
3333 Warrenville Rd.
Suite 310
Lisle, IL 60532

www.glory-global.com


 Levent Kacan, Strategic Business Consulting    levent.kacan@us.glory-global.com

As a global leader in cash technology solutions, we provide the financial, retail, gaming and cash center industries with confidence that their cash is protected and always working to help build a stronger business. Our cash automation technologies and process engineering services help businesses in more than 100 countries optimize the handling, movement and management of cash. While we span the globe, we personally engage with each customer to address their unique challenges and goals — enhancing staff efficiency, reducing operating costs and enabling a more rewarding customer experience.
We offer peace of mind. We enable transformation. We generate options. We empower people. We do all this by releasing companies from the burden of cash management, putting cash to work, and helping customers enhance the value that their staff and facilities add to their business.

We are Glory. We secure the future.

Primary category: Bank Equipment Provider/Servicer
Additional categories:
  • Technology Services - Hardware, Software, Consulting
Omega Systems Consultants
(610) 678-7002
1121 Snyder Rd.
West Lawn, PA 19609

www.omegapa.com


 Bill Kiritsis, President    bkiritsis@omegapa.com

Omega Systems, Pennsylvania's regionally-acclaimed technology solutions firm architects, deploys and manages a wide variety of IT solutions customized for today's security-driven, community-based banks. Our professionals specialize in managed services, disaster recovery, cyber security and cloud-based solutions, all designed to keep you operating securely, efficiently and within FDIC compliance.
Primary category: Technology Services - Hardware, Software, Consulting
Additional categories:
  • Compliance - Consulting/Products/Services
  • Disaster Recovery Services
Quest Analytics
(412) 347-0386
2600 Boyce Plaza Rd. Ste 219
Pittsburgh, PA 15241

www.quest-analytics.com


 Karl Keller, President    karl.keller@quest-analytics.com

Quest Analytics is a financial services technology and sales training company specializing in helping banks grow quickly and profitably. Founded in 2001, Quest Analytics is headquartered in Pittsburgh, Pennsylvania. Quest uses automated data mining techniques to uncover sales opportunities by turning overwhelming data into actionable information.
Primary category: Analytics Solutions
Additional categories:
  • Technology Services - Hardware, Software, Consulting
  • Data & Information Processing

Training

Haberfeld
(402) 323-3612
206 South 13th Street
Suite 1500
Lincoln, NE 68508

www.haberfeld.com


 Brett Walburn, Vice President    bwalburn@haberfeld.com

Primary category: Bank Consulting
Additional categories:
  • Training
  • Marketing--Web, Social, Direct, Traditional
Mosteller & Associates
610) 779-3870
2433 Morgantown Rd., Ste 100
Reading, PA 19607

www.mostellerhr.com


 Chester Q. Mosteller, Founder & President    chet@mostellerhr.com

Mosteller & Associates is a regional full service human resource organization based in Reading, PA. The firm provides and supplements human resource solutions to a wide variety of clients, primarily in the eastern and central part of the state. The thrust and mission of the firm is to partner with organizations to improve performance through their most important resource - their employees.

Specific Services:

*Extensive compensation and benefits expertise (including executive compensation)
*Extensive recruiting and selection experience
*Significant employee training and development experience
*Extensive human resource consultative strategic partnering expertise
*Solid human resource operations experience including human resources outsourcing


Primary category: HR, Benefit & Retirement Consulting/Services
Additional categories:
  • Training
  • Executive Search Services
OnCourse Learning
(803) 238-1010
20225 Water Tower Blvd
Brookfield, WI 53045

www.oncourselearning.com


 Craig S. Johnson, Business Development Mgr    cjohnson@oncourselearning.com

OnCourse Learning Financial Services is a leading provider of governance, risk and compliance training for the bank, mortgage, credit union, gaming and nonbank financial services industries. Formerly known as BankersEdge, OnCourse Learning Financial Services educates more than 85,000 financial services professionals each year and has developed more than 1,100 financial services courses. Its parent company, OnCourse Learning, has been delivering continuing education, pre-licensing and corporate training for more than 60 years.
Primary category: Training
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
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