Associate Members By Category

1 - 20 of 234

Accounting

BDO USA, LLP
(717) 233-8800
945 E Park Dr, Ste 103
Harrisburg, PA 17111-2804

WWW.bdo.com


 Steven E. Morehart, CPA, Partner    SMorehart@bdo.com

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
BKD, LLP
(513) 621-8300
312 Walnut Street, Suite 3000
Cincinnati, OH 45202

www.bkd.com


 Craig Liechty, Partner    cliechty@bkd.com

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
Baker Tilly Virchow Krause, LLP
(412) 697-6400
20 Stanwix Street
Suite 800
Pittsburgh, PA 15222

www.bakertilly.com


 Michael Mathisen, Principal    Michael.Mathisen@bakertilly.com

 H.P. (Bud) Kelly, Jr., Regional Managing Partner    Bud.Kelly@bakertilly.com

Baker Tilly Virchow Krause, LLP (Baker Tilly) is a nationally recognized, full-service accounting and advisory firm whose specialized professionals connect with clients and their businesses through refreshing candor and clear industry insight. With approximately 2,700 employees across the United States, Baker Tilly is ranked as one of the 15 largest accounting and advisory firms in the country. The banking industry continues to face changing regulations and public scrutiny. For a financial services company balancing compliance and risk management with profitable growth, Baker Tilly's specialized professionals deliver tailored advice and deep industry insight to help the organization reach its business goals. We are active in industry associations, speak on current business topics, and write timely and relevant articles - providing a unique understanding of the industry and its challenges - and how they will affect your organization. From staff accountant to managing partner, we focus on understanding you needs. Through knowledge sharing and open discussion, you will experience the value of working with a team of professional that focuses on you and your success.
Primary category: Accounting
Additional categories:
  • Auditing - Internal & External
  • Risk Management Consulting & Services
CliftonLarsonAllen LLP
(215) 643-3900
610 W. Germantown Pike
Suite 400
Plymouth Meeting, PA 19462

www.CLAconnect.com


 Richard Huff, Principal    rick.huff@CLAconnect.com

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
Herbein + Company, Inc.
(610) 378-1175
2763 Century Blvd
Reading, PA 19610

www.herbein.com


 James A. Michalak, CPA, CITP, Partner    jamichalak@herbein.com

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
S.R. Snodgrass, P.C.
(724) 934-0344
2009 Mackenzie Way, Suite 340
Cranberry Twp, PA 16066-5338

www.srsnodgrass.com


 Jack R. Salvetti, CPA, Principal    JRSalvetti@srsnodgrass.com

S.R. Snodgrass, P.C. is a regional accounting and consulting firm with expertise in serving community financial institutions. Founded in 1946, Snodgrass provides clients with bank/business consulting, network security penetration services, compliance monitoring, assurance services, internal audit and regulatory compliance outsourcing, information systems security, and tax planning and preparation. Snodgrass possesses a strong reputation in the financial services industry as thought leaders and practioners, currently working with approximately 160 financial institutions.
Primary category: Accounting
Additional categories:
  • Bank Consulting
  • Cyber & Information Security
  • 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
Smith Elliott Kearns & Company, LLC
(717) 263-3910
804 Wayne Ave
PO Box 2024
Chambersburg, PA 17201

www.sek.com


 Scott N. Drake, CPA, Partner    sdrake@sek.com

Smith Elliott Kearns & Company, LLC's clients are independent community financial institutions committed to serving their local communities as we are. We have been serving the audit, tax and consulting needs of independent community financial institutions since 1963. Today, we employ nearly 150 professionals in 6 offices located in Chambersburg, Carlisle, Camp Hill, Hanover, and York Pennsylvania and in Hagerstown, Maryland, managed by the local leadership of 21 Members. In addition to traditional audit and tax services, we assist our clients in implementing procedures to comply with the many complex regulatory guidelines that apply to the financial institution industry. Our firm is a member of the Center for Audit Quality of the AICPA and is registered with the PCAOB.
Primary category: Accounting
Additional categories:
  • Auditing - Internal & External
  • Loan Review & Loan Documentation

Analytics Solutions

Main Street Inc.
(205) 380-4000
920 19th Street North
Birmingham, AL 35203

www.mainstreetinc.com


 Cynthia Glover, VP Business Development    cglover@mainstreetinc.com

Main Street partners with the underserved, community-oriented financial institution who desires a personal customer service model in their checking, analytics, and marketing programs. Our simplified approach equips businesses with the information, tools and solutions needed to win in today's market. Whether you are trying 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
Quest Analytics
(412) 347-0386
2600 Boyce Plaza Rd. Ste 219
Pittsburgh, PA 15241

www.quest-analytics.com


 Karl Keller, Owner/Founder    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
The Kafafian Group, Inc.
(973) 299-0300
90 Highland Ave
Suite 201
Bethlehem, PA 18017

www.kafafiangroup.com


 Robert E. Kafafian, President/CEO    rkafafian@kafafiangroup.com

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

www.visibleequity.com


 Jonathan Pena, Business Development    jonathan.pena@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

Asset/Liability Management

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

www.GoBaker.com


 Charles Amis, Vice President    charlie@gobaker.com

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
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

Attorney/Legal Profession

Burns White LLC
(412) 995-3004
48 26th Street
Pittsburgh, PA 15222-4534

www.burnswhite.com


 Lyle D. Washowich, Co-Chair, Banking & Financial Svcs Practice Group    ldwashowich@burnswhite.com

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

In every instance, the Burns White Banking and Financial Services Practice Group takes a business approach to serving its clients. With a substantial and enduring commitment to understanding our clients' businesses, we strategically focus all efforts toward achieving their goals in every case.

Our attorneys possess significant civil and 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. Our work includes single plaintiff and putative class action cases.

Further, we represent financial institutions in all aspects of commercial financing, from structuring through documentation and closing. We handle loan workout, restructuring and collections, and loss mitigation, if necessary. Our attorneys counsel and assist 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
Hladik, Onorato & Federman, LLP
(267) 662-9022
298 Wissahickon Avenue
North Wales, PA 19454

hoflawgroup.com


 Stephen M. Hladik, Partner    shladik@hoflawgroup.com

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
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
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
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
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