Associate Members By Category

1 - 20 of 207
(571) 325-2963
1900 Campus Commons Drive
Suite 200
Reston, VA 20191

 Austin Anderson, Business Development Executive

StreetShares provides community banks and credit unions Business Lending-as-a-Service, a branded end-to-end solution to offer small business lending.Community banks and their customers receive a completely digital, business lending experience with instant pre-qualification and digital decisioning.This allows Banks to open or expand their small business lending in a cost-efficient, low risk, and time-effective way. It is a partnership for the bank and not a project. No expensive software to buy, no people to hire, and no resources required from the bank. Business Lending-as-a-Service can be stood up in30 days or less.
Primary category:


(717) 233-8800
1801 Market St
Suite 1700
Philadelphia, PA 19103-1634

 Steven E. Morehart, CPA, Partner

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
(317) 393-4157
201 N. Illinoist St., Suite 700
Indianapolis, IN 46204

 Tracy Brandenburg, Marketing Manager

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

 Robert A. Simon, Partner

Baker Tilly Virchow Krause, LLP (Baker Tilly) is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 34,700 professionals. The combined worldwide revenue of independent member firms is $3.6 billion.

Primary category: Accounting
Additional categories:
  • Auditing - Internal & External
  • Risk Management Consulting & Services
CLA (CliftonLarsonAllen)
(215) 643-3900
610 W. Germantown Pike
Suite 400
Plymouth Meeting, PA 19462

 Richard Huff, Principal

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

 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
317 George Street, 3rd Floor
New Brunswick, NJ 08901

 Aneel Eijaz,

PrismPremier specializes in developing software solutions for allowance, analytics and risk. Our latest innovation, PrismPremier CECL 360, is web-based software designed specifically to address the full spectrum of FASB's Current Expected Credit Losses (CECL) standard. An easy-to-use system providing quality, flexibility and simplicity, CECL 360 offers multiple methodologies and is customizable for your bank's requirements. It enables you to access historical information, adjust for past events and future conditions, and develop "reasonable and supportable" forecasts of current expected credit losses over the life of each asset. Serving the needs of community banks for over 25 years, our team understands the challenges you face. We can help your institution make a seamless transition from ALLL to CECL. To learn more about CECL 360 or to schedule a free online demo, call us today toll-free at (833) 870-4999, email us at or visit
Primary category: Accounting
Additional categories:
  • Loan Review & Loan Documentation
  • Technology Services - Hardware, Software, Consulting
S.R. Snodgrass, P.C.
(724) 934-0344
2009 Mackenzie Way, Suite 340
Cranberry Twp, PA 16066-5338

 Jack R. Salvetti, CPA, Principal

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
YHB - CPAs & Consultants
(540) 662-3417
50 S. Cameron St.
Winchester, VA 22601

 Jeremy W. Shen, Marketing Director

YHB is a public accounting firm serving clients for more than 70 years. Our Community Bank Team includes professionals who focus exclusively on financial institutions. We have an exceptionally deep knowledge of industry regulations and issues acquired through years of service. Public or private, our team is ready to provide a full range of services from audits to tax preparation and more.
Primary category: Accounting

Analytics Solutions

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
Main Street Inc.
(866) 410-4000
920 19th Street North
Birmingham, AL 35203

 Cynthia Glover, VP of Business Partnerships

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

Primary category: Check Printing & Services
Additional categories:
  • Marketing & PR Services (Digital, Social, Direct, Print)
  • Analytics Solutions
Moody's Analytics
405 Howard Street, Suite 300
San Francisco, CA 94105

 Orlagh Shanks,

 Marisela Garcia, Director, Analyst Relations & Awards

Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. Moody's Corporation (NYSE: MCO) is the parent company of Moody's Investors Service, which provides credit ratings and research covering debt instruments and securities, and Moody's Analytics, which offers leading-edge software, advisory services and research for credit and economic analysis and financial risk management. The corporation, which reported revenue of $4.4 billion in 2018, employs approximately 13,200 people worldwide and maintains a presence in 42 countries.

With over one hundred years of experience in evaluating creditworthiness, an award-winning portfolio of credit risk management software and services, and a global workforce, Moody's is uniquely prepared to serve credit-sensitive markets in a period of renewed capital formation and emphasis on risk management.

Further information is available at
Primary category: Analytics Solutions
Quest Analytics
(412) 347-0386
2550 Boyce Plaza Rd. Ste 219
Pittsburgh, PA 15241

 Karl Keller, President

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
(800) 285-8626
1350 Church Street Ext. NE
Suite 200
Marietta, GA 30060

 Ricki Dagosta, Senior Account Executive

QwickRate® provides the premier non-brokered CD Marketplace for funding and investing with fast connections to over 3,000 institutions so banks can proactively manage liquidity needs. QwickRate also offers an array of powerful, affordable tools and services to help simplify and make work easier, faster and more successful for bankers. QwickAnalytics® delivers compelling online research on all banks, performance analytics, and regulatory compliance tools including the new CECLSolver™. QwickSentry™ provides proprietary data security monitoring and continuous threat intelligence - never more critical than now. QwickBonds enables banks with online access to the institutional bond market for greater investment and liquidity options.
Primary category: Analytics Solutions
Additional categories:
  • Information Technology
  • Compliance - Consulting/Products/Services
Visible Equity, An NCino Company
(888) 409-1560
2755 E Cottonwood Pkwy Ste. 560
Salt Lake City, UT 84121-5692

 Ryan Kerch, Marketing Manager

Visible Equity is an analytics, data warehousing, and reporting company that helps financial institutions identify, measure, and monitor risks and opportunities.

Our software combines loan, application, deposit, marketing, and customer data with advanced analytics to assist each institution in making well-informed, data-driven decisions.

Products include Loan Portfolio Analytics, Allowance for Credit Loss (CECL), Application Analytics, Deposit Analytics, Customer/Marketing Analytics, 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

 Charles Amis, Vice President

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

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

 Lyle D. Washowich, Esq., Co-Chair, Banking & Financial Svcs Practice Group

With the industry facing some of the most sweeping changes in more than a century, we live in a time of financial, economic and business uncertainty.

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

Our attorneys possess significant 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.

Further, we represent financial institutions in loan workout, restructuring, and related matters. Our attorneys counsel and assist the 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
Bybel Rutledge LLP
(717) 731-1700
1017 Mumma Rd Suite 302
Lemoyne, PA 17043

 Carter D. Frantz, Esq., Partner

At Bybel Rutledge LLP, clients have access to seasoned professionals who have substantial experience across the broad spectrum of the financial services industry. Bybel Rutledge LLP is well positioned to meet the following needs of clients for pragmatic and expert advice delivered in a responsive and cost-effective manner:

"Banking Law and Regulatory Representation
"Mergers and Acquisitions
"Securities Law
"Capital Formation
"Charter Conversions
"Corporate Governance, Strategic and Succession Planning
"Employment and Labor Law
"Insurance Law
"Investment Companies
"Broker-dealers/Investment Advisers
"Intellectual Property Law

Trusted Advisers to Companies. . .Every Step of the WayTM
Primary category: Attorney/Legal Profession
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
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