Associate Members

Alphabetical Listing | By Category | Preferred Providers
41 - 60 of 86
Lender Consulting Services, Inc.
(800) 474-6802
40 LaRiviere Dr Suite 120
Buffalo, NY 14202

www.lenderconsulting.com


 Ben Bremer, President    bbremer@lenderconsulting.com

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
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
Luse Gorman, PC
(202) 274-2000
5335 Wisconsin Ave NW Suite 780
Washington, DC 20015

www.luselaw.com


 Kent M. Krudys, Esq., Managing Partner    kkrudys@luselaw.com

Luse Gorman is a Washington, D.C. based 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. Our law firm offers an exceptional combination of knowledge and experience that is derived from the extraordinary number of securities offerings and merger and acquisition transactions that we have handled, combined with a strong team of regulatory lawyers that have worked for the federal banking agencies and the Securities and Exchange Commission.
Primary category: Attorney/Legal Profession
Additional categories:
  • Investment Banking & M/A
Main Street Inc.
(866) 410-4000
920 19th Street North
Birmingham, AL 35203

www.mainstreetinc.com


 Cynthia Glover, VP of Business Partnerships    cglover@mainstreetinc.com

Main Street partners with over 2,000 community-oriented financial institutions to provide data-driven print and analytics solutions to develop and enhance customer relationships with relevant, affordable checking, analytics, and marketing programs. By helping Discover Your Customer DNA, we will deliver insights needed to achieve your relationship and growth objectives. Our simplified approach equips businesses with the information and tools needed to win in today's market. Whether you are seeking to acquire, retain, or expand customer relationships, Main Street provides a cost-effective, straightforward partnership to meet your goals.

Visit us online at www.mainstreetinc.com.

Primary category: Check Printing & Services
Additional categories:
  • Marketing & PR Services (Digital, Social, Direct, Print)
  • Analytics Solutions
Mosteller & Associates
610) 779-3870
2433 Morgantown Rd.
Suite 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
Nelson Mullins Riley & Scarborough LLP
(202) 712-2806
101 Constitution Avenue NW Suite 900
Washington, DC 20001

www.nelsonmullins.com


 Jonathan H. Talcott, Partner    jon.talcott@nelsonmullins.com

Service and responsiveness - the principles that set high-performing community banks apart from competitors - are the same qualities that drive Nelson Mullins Riley & Scarborough's Community Banking practice. With a solid Mid-Atlantic and Southeastern base, Nelson Mullins Riley & Scarborough offers its strength and resources as a full-service national law firm to meet all your legal needs, with more than 400 diverse attorneys and professional staff experienced in a broad range of issues. Our Financial Institutions practice group has extensive experience chartering, taking public, and providing regulatory and strategic counsel to large and small banking institutions. Whether you are a de novo institution trying to navigate the gauntlet of banking rules and regulations, or an established bank interested in growth through acquisitions or secondary stock offerings, Nelson Mullins' attorneys can provide the guidance necessary to achieve your goals.

Our extensive experience representing community banks, our thorough understanding of the issues facing the banking industry, and our large network of contacts are an indispensable resource for our clients. We work closely with complementary practice groups - corporate, bankruptcy, real estate, technology, employee benefits, and estate planning teams - so you benefit from our collective experience on all matters. As your bank grows, you'll be able to find answers to all your legal questions under one roof with attorneys who know and understand the unique challenges community banks face today.
Primary category: Attorney/Legal Profession
Additional categories:
  • Investment Banking & M/A
  • Compliance - Consulting/Products/Services
NewGround
(888) 613-0001
15450 South Outer 40 Drive
Chesterfield, MO 63017

www.newground.com


 Joseph DiAntonio, VP of Business Development    jdiantonio@newground.com

NewGround is a leading strategy, design, and implementation firm specializing in the financial services industry across the United States and Canada. For over a century, NewGround has been the provider of growth solutions, focusing on the design and delivery of customer and employee experiences in physical spaces. NewGround provides these progressive solutions through the integration of our key service areas: Plan, Design and Build.
Primary category: Bank Design/Build/Construction Services
Additional categories:
  • Bank Consulting
NFP
(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
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
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
P&G Associates
(877) 651-1700
646 Highway 18
East Brunswick, NJ 08816

www.pandgassociates.com


 Amit Govil, Managing Partner    agovil@pandgassociates.com

P&G Associates is a full-service risk management firm dedicated exclusively to the banking industry. We have been serving financial institutions for over 25 years and are a leading provider of internal audit and risk management solutions to community banks in the PA/NJ/NY tristate area. P&G provides a full range of Internal Audit services to cover every aspect of a financial institution, including BSA/AML and OFAC, Lending, Deposits, Financial/Treasury, Regulatory Compliance, IT & Cybersecurity, Operations, Branch/Retail, Human Resources, Trust Department and other functional areas. We also offer SOX and FDICIA Attestation, IT/Cybersecurity Risk Management (internal and external vulnerability assessments, social engineering and penetration testing) and Credit Risk Management, as well as Tax Services (tax return preparation and filing, tax accounting and consulting).

In addition, we offer an array of sophisticated software tools, such as P&G Online, IssueTracker, PRISM: The ALLL Calculator and RiskTrak. P&G's uniqueness is characterized by our highly experienced teams of subject matter experts, our unmatched quality control, proprietary risk-based processes and advanced technology which facilitates an excellent client experience. Our specialized expertise and personalized approach to meeting the needs of our clients is the cornerstone of our success and continued growth.
Primary category: Auditing - Internal & External
Additional categories:
  • Risk Management Consulting & Services
  • Cyber & Information Security
PACB Services Inc.
2405 N Front St
Harrisburg, PA 17110


 Barbara W. Holbert, President    Barbara@pacb.org

Primary category: Non Interest Income
Additional categories:
  • Bank Consulting
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, Regional Director    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)
PFM Asset Management, LLC
(215) 557-1234
1735 Market Street
43rd Floor
Philadelphia, PA 19103

www.pfm.com/asset-management


 Jonathan Sundberg, Sr Managing Consultant    sundbergj@pfm.com

PFM Asset Management LLC ("PFMAM') professionals have more than 35 years of experience in managing high-quality, fixed-income assets. PFMAM has $112.2 billion in total assets, including $70.9 billion in discretionary assets under management and $41.3 billion in non-discretionary assets (as of December 31, 2016). PFMAM serves as a fiduciary, providing banks with investment advisory services that are tailored to their specific investment objectives, risk criteria, regulatory requirements, and overall business goals. Our fixed income strategies are designed to consider the overall market and economic environment, banking peer group research and analysis, as well as the special needs and concerns of each individual client we serve. As a part of the PFM Group of companies, PFMAM has a long history of serving the investment needs of institutional clients of all sizes from local municipalities to large and complex organizations.

PFMAM is registered with the SEC under the Investment Advisers Act of 1940. A copy of PFMAM's Form ADV, Parts 2A & 2B, is available upon request.
Primary category: Bank Consulting
Additional categories:
  • Investments/Securities
Pillar+Aught
(717) 308-9910
4201 E. Park Circle
Harrisburg, PA 17111

www.pillaraught.com


 Kenneth J. Rollins, Esq., Principal    krollins@pillaraught.com

Based in Harrisburg, Pennsylvania, Pillar+Aught is a modern, full service law firm providing sophisticated legal counsel to community banks located throughout the Commonwealth. Its attorneys work directly with c-suite executives, lenders, human resource managers and compliance and workout personnel, offering comprehensive and cost-effective counsel to Pennsylvania banks.
Primary category: Attorney/Legal Profession
The Plateau Group
(931) 484-8411
P. O. Box 7001
Crossville, TN 38557-7001

www.plateaugroup.com


 Robert J. Joyce, VP, Marketing    bob.joyce@plateaugroup.com

The Plateau Group, Inc. is an insurance holding company based in Crossville, TN. The compaany is an underwriter of Credit Life and Credit Disability insurance, Group Mortgage Life and Disability insurance, and offers Debt Protection Programs, GAP and P&C products. It is also a manufacturer and distributor of related financial products and services. Plateau is considered one of the premier providers of products and services to financial institutions. The company holds a national reputation as a provider of reinsurance and reinsurance accounting services.
Primary category: Insurance
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
Prudent Lenders, LLC
(800) 613-8262
600 Eagleview Blvd, 3rd Floor
Exton, PA 19341

www.PrudentLenders.com


 Ken J. Olson, SBA Consultant    kolson@prudentlenders.com

Prudent Lenders offers a unique platform to participate in the SBA's Guaranty Programs. Our model emphasizes efficiency & compliance to assure loans are processed, closed, and serviced in accordance with SBA requirements. Prudent Lenders and its partnership with two of the largest SBA CDCs has over $3 Billion in SBA loans under management.
Primary category:
PULSE, a Discover Company
(989) 652-0278
1301 McKinney, 25th Floor
Houston, TX 77010

www.pulsenetwork.com


 Richard Green, VP, Business Development    RichGreen@pulsenetwork.com

PULSE, a Discover Financial Services (NYSE: DFS) company, is one of the nation's leading debit/ATM networks. Financial institutions, merchants, processors and ATM deployers across the United States and around the world depend on PULSE's comprehensive suite of products and services and its commitment to providing exceptional client service, flexibility, security and superior economics. PULSE also is a resource for debit education, research and knowledge drawn from more than three decades of industry experience. For more information, visit www.pulsenetwork.com.
Primary category: Debit/Credit Card/ATM Network Services
PWCampbell
(412) 963-0100
109 Zeta Dr
Pittsburgh, PA 15238

www.pwcampbell.com


 Glenn Grau, SVP of Sales    glenn.grau@pwcampbell.com

PWCampbell, widely known and respected in the financial services industry, is a fourth generation, family-owned retail services and design/build firm. Founded over 100 years ago and based in Pittsburgh, Pennsylvania, we offer a full range of quality facility planning, demographic research, creative retail branding, merchandising, digital marketing, LEED certification, interior design, design & furniture coordination, architectural and construction services. We have the knowledge and expertise to develop and implement engaging, impactful and scalable solutions for every sized project. PWCampbell is always working to provide the best facility solution, delivered on time and within budget.

Primary category: Bank Design/Build/Construction Services
Additional categories:
  • Marketing & PR Services (Digital, Social, Direct, Print)
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