Associate Members By Category

161 - 180 of 195

Merchant Services

Fitech Payments
(817) 698-2250
301 Commerce St. #1400
Fort Worth, TX 76102

www.fitech.com


 Shawn Dillon, President    SDillon@Fitech.com

Fitech is a leading provider of payment processing solutions, delivered to business owners through their community bank. These solutions include all aspects of payments acceptance, from processing transactions to providing the related solutions and integration's. This product offering is not only in demand by businesses, but is also a proven profit-generator for the bank itself when implemented correctly. We are also a preferred provider of the PACB Services Corporation.
Primary category: Merchant Services
Additional categories:
  • Non Interest Income

Mobile Banking & Alternative Payments

COCC
(860) 678-0444
100 Executive Blvd
Southington, CT 06489

www.cocc.com


 Brent Biernat, SVP, Chief Revenue Officer    brent.biernat@cocc.com

COCC is an award-winning client-owned financial technology company servicing financial institutions throughout the Northeastern United States. Launched in 1967, COCC was founded by its clients with a focus on the technology needs of community banks. This unique cooperative structure sets COCC apart from the competition and is one of the driving forces behind our success. COCC is the fastest growing financial data processing company in the United States and recognized as a leader in delivering innovation and quality service financial institutions demand and deserve.
Primary category: Core Processing & Systems
Additional categories:
  • Mobile Banking & Alternative Payments
  • Cyber & Information Security
Fiserv, Inc.
(412) 577-2345
Fiserv Center
912 Ft. Duquesne Blvd. Suite 3 South
Pittsburgh, PA 15222

www.fiserv.com


 Thom Gresak, Sr. Sales Executive    thom.gresak@Fiserv.com

Fiserv drives innovation in Payments, Processing Services, Risk & Compliance, Customer & Channel Management and Insights & Optimization. A global leader in financial services technology, Fiserv is a FORTUNE 500 company and is on the FORTUNE Magazine "World's Most Admired CompaniesĀ®" list. Our solutions deliver intelligent experiences in banking, payments, engagement and security - experiences that help more than 12,000 banks, credit unions, billers, mortgage lenders and leasing companies, brokerage and investment firms, and other business clients provide financial services at the speed of life. Visit fiserv.com to learn more.
Primary category: Core Processing & Systems
Additional categories:
  • Mobile Banking & Alternative Payments
  • Data & Information Processing
StrategyCorps
(615) 263-7702
100 Westwood Place, Suite 400
Brentwood, TN 37027

www.strategycorps.com


 Lauren Robertson, Project Coordinator - New Sales    lauren.robertson@strategycorps.com

StrategyCorps works with hundreds of financial institutions nationwide to deliver mobile and online consumer checking solutions that enhance customer engagement and increase fee income. This includes two premier products - CheckingScore, an analytical tool that ranks each customer's total financial productivity, and a customizable BaZing mobile rewards app that delivers thousands of local merchant discounts and name-brand national retailer offers to their mobile phone, among other protection benefits.
Primary category: Marketing & PR Services (Digital, Social, Direct, Print)
Additional categories:
  • Mobile Banking & Alternative Payments
  • Bank Consulting

Non Interest Income

Allied Solutions
(800) 826-9384
350 Veterans Way
Carmel, IN 46032

www.alliedsolutions.net


 Melissa Carmen, Regional Vice President    Melissa.Carmen@AlliedSolutions.net

With more than 35 years of experience serving financial institutions, Allied Solutions uses our tremendous depth of knowledge in financial services to identify and address emerging issues. We offer more than 100 products and services, and we're constantly searching for ways to expand both the depth and breadth of our offerings to better serve our industry. From technology-driven tools to consumer-centric services, our solutions are rooted in proven expertise, resourcefulness and accountability to help each of our customers grow, protect, and evolve their business.
Primary category: Insurance
Additional categories:
  • Marketing & PR Services (Digital, Social, Direct, Print)
  • Non Interest Income
Check Printing Contract Consulting
(216) 970-0105
499 Locklie Drive
Cleveland, OH 44143


 Jim Schartman, Executive Vice President    Jim.Schartman@checkprintingconsulting.org

CPCC negotiates check printing contracts on behalf of financial institutions. Our principal, Jim Schartman was a top sales performer for one of the country's largest check printing companies for more than 32 years. Since early 2015 we have impartially negotiated check printing contracts on behalf of nearly 40 institutions. The vast majority of our clients choose to stay with their current vendor and enjoy net savings of 40% or more. There are no out of pocket costs to the bank. The check vendor funds our entire consulting fee, which is only a percentage of negotiated savings. We offer your bank a free, no obligation Opportunity Analysis that will provide a specific projection of your bank's potential savings. Common five year contract savings for a bank with 30,000 checking accounts is $500,000 or more. Contact Jim Schartman at Jim.Schartman@checkprintingconsulting.org or 216-970-0105.

Primary category: Bank Consulting
Additional categories:
  • Non Interest Income
  • Check Printing & Services
Fitech Payments
(817) 698-2250
301 Commerce St. #1400
Fort Worth, TX 76102

www.fitech.com


 Shawn Dillon, President    SDillon@Fitech.com

Fitech is a leading provider of payment processing solutions, delivered to business owners through their community bank. These solutions include all aspects of payments acceptance, from processing transactions to providing the related solutions and integration's. This product offering is not only in demand by businesses, but is also a proven profit-generator for the bank itself when implemented correctly. We are also a preferred provider of the PACB Services Corporation.
Primary category: Merchant Services
Additional categories:
  • Non Interest Income
ICI Consulting, Inc.
(800) 729-8237
1100 Pinellas Bayway South, Suite K4
Tierra Verde, FL 33715

www.ici-consulting.com


 Greg Schratwieser, President/CEO    greg@ici-consulting.com

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

www.Kasasa.com/offer


 Buck Green, VP, Regional Director    Buck.Green@kasasa.com

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 LoansĀ®. 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)
PACB Services Inc.
(717) 231-7447
3211 N. Front Street
Suite 102
Harrisburg, PA 17110

www.pacb.org


 Barbara W. Holbert, President    Barbara@pacb.org

The PACB Services Corporation is a wholly-owned for-profit subsidiary of PACB, and is in place to offer products, services and solutions to the community bank market through affiliations with banking service providers. Governed by a volunteer board of community bank executives, the Corporation is dedicated to uncovering the needs of community banks and collaborating with providers to develop solutions that offer community banks savings, revenue enhancement and competititve advantages in the marketplace.
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 $13 billion in plan assets under management. Pentegra offers more than 75 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)
SHAZAM, Inc.
(800) 844-7715
6700 Pioneer Parkway
Johnston, IA 50131

www.shazam.net


 Patrick Dix, VP of Strategic Alliances    pdix@shazam.net

SHAZAM is a national member-owned debit network, processor and core provider. Founded in 1976, SHAZAM delivers choice and flexibility to community financial institutions throughout the U.S. and is a single-source provider of the following services: debit card, core, fraud, ATM, merchant, marketing, training, risk and ACH. Learn more at shazam.net, and follow @SHAZAMNetwork.
Primary category: Card Services - Debit/Credit/ATM Networks
Additional categories:
  • Marketing & PR Services (Digital, Social, Direct, Print)
  • Non Interest Income
Worldpay
(513) 900-4615
8500 Governors Hill Drive
Cincinnati, OH 45249

www.vantiv.com


 Carla Bifano, Enterprise New Sales Executive    carla.bifano@worldpay.com

We help financial institutions deliver tailored payment solutions based on your unique needs. We deliver a partnership relationship that creates strong revenue growth while providing a great customer experience.
Primary category: Card Services - Debit/Credit/ATM Networks
Additional categories:
  • Non Interest Income

Regional Group for Financial Institutions

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


 Anthony Scafide, Jr.,     scafide1@comcast.net

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

Risk Management Consulting & Services

Accume Partners
(717)796-1678
275 Cumberland Parkway Plaza, #307
Mechanicsburg, PA 17055

www.accumepartners.com


 Nicole Lloyd, Managing Director    nlloyd@accumepartners.com

For 20 years, banks and financial institutions in Pennsylvania have relied on Accume Partners for internal audit, regulatory compliance and risk management services. As the level of regulatory and business complexity has surged, so has the need for specialized knowledge and focus. We have organized our firm to achieve that goal providing our clients with deep knowledge, expertise and approaches in the following areas:
" Internal Audit
" Regulatory Compliance
" Enterprise Risk Management
" Technology Risk Management

Through these key areas of focus, we are able to stay in front of change, bring balanced perspectives and the specialized knowledge demanded by today's banks and financial institutions.

Throughout the years, Accume Partners has served over 600 financial institutions. We have been active supporters and annual sponsors of PACB events and we welcome the opportunity to continue working with PACB members. Call us at 888.696.1515 or visit us at www.accumepartners.com.
Primary category: Risk Management Consulting & Services
Additional categories:
  • Auditing - Internal & External
  • Compliance - Consulting/Products/Services
BDO USA, LLP
(717) 233-8800
1801 Market St
Suite 1700
Philadelphia, PA 19103-1634

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

www.bkd.com


 Tracy Brandenburg, Marketing Manager    tbrandenburg@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 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
Baker Tilly Virchow Krause, LLP
(412) 697-6400
20 Stanwix Street
Suite 800
Pittsburgh, PA 15222

www.bakertilly.com


 Robert A. Simon, Partner    bob.simon@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 2,800 employees across the United States, Baker Tilly is ranked as one of the 15 largest accounting and advisory firms in the country. Headquartered in Chicago, Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 147 territories, with 33,600 professionals. The combined worldwide revenue of independent member firms is $3.4 billion.

Primary category: Accounting
Additional categories:
  • Auditing - Internal & External
  • Risk Management Consulting & Services
Crowe LLP
(216) 623-7500
600 Superior Avenue East, Suite 902
Cleveland, OH 44114

www.crowe.com


 Greg McClure, CPA, Partner    greg.mcclure@crowe.com

Crowe Knows Banking - and How to Help Banks Address Today's Challenges

Banks must respond to an evolving regulatory climate, anticipate fast-changing competitive pressures, and address rising stakeholder expectations - all while managing risk and long-term strategic issues. In this complex environment, banking executives need experienced service providers with demonstrated records of success to help them address their industry's challenges.

With more than 50 years of banking industry experience, Crowe Horwath LLP is recognized as a leading provider of audit, tax, advisory, risk, and performance services. In fact, financial institutions are our largest area of focus. We have an experienced team of more than 800 professionals focused on financial institutions.

Crowe Understands the Banking Industry and What Matters to Banks Today
Serves more than 1,800 financial services clients
Works with more than half of the top 100 U.S. banks
Serves approximately 500 audit, 600 risk, and 700 tax clients
400 financial services clients have been with Crowe for 10+ years
50 bank clients have been with Crowe for 20+ years
9 out of 10 Crowe banking specialists stay with Crowe and return to their client year to year
Performs more U.S. bank holding company audits than any other U.S. firm
Maintains relationships in leading organizations, including the American Bankers Association (ABA), Bank Director, the Financial Managers Society Inc., and SNL Financial LC

With a centralized organizational structure and nationwide presence, Crowe is able to call on specialized talent and experienced people from anywhere in the firm to help meet clients' needs. That means specialized expertise is available to help your bank with today's most pressing challenges, including:
Developing an effective anti-money-laundering program
Navigating the challenges of regulatory reform
Providing guidance on the development of road maps and pre-implementation plans for credit impairment and the CECL Framework
Helping banking audit committees to be more effective
Managing model risk
Reviewing policies and procedures around allowance for loan and lease losses
Maximizing value from a merger or acquisition
Assessing and optimizing stress-testing frameworks

In addition to benefiting from extensive experience and deep industry expertise, our approach emphasizes direct senior-level involvement in each project.
Primary category: Auditing - Internal & External
Additional categories:
  • Bank Consulting
  • Risk Management Consulting & Services
161 - 180 of 195