Associate Members By Category

Alphabetical Listing | By Category | Preferred Providers
61 - 80 of 87
R.W. Larson Architects
(814) 728-6010
3 Farm Colony Dr
Warren, PA 16365

www.rwlarsonarchitects.com


 Richard W. Larson, Principal/Registered Architect    rlarson@rwlarsonarchitects.com

R.W. LARSON Architects serves and assists the financial institution marketplace, by providing financial facility design services. We provide comprehensive design expertise in architecture, site planning/landscape design, space planning, interior design/furniture selection and brand integration. We provide contract administration for the construction implementation method most advantageous for our client.
Primary category: Bank Design/Build/Construction Services
Reliable Associates, LLC
(412) 824-2106
PO Box 418
North Versailles, PA 15137

www.ReliableAssociates.net


 Kelvin Pier, CPA, CFE, Principal    kpier@reliable-llc.com

Reliable is a premier provider of commercial loan review services for the community bank. With our proprietary software we can help you meet your risk management goals in a cost effective manner. Our software allows us to give you a unique look at your portfolio, and with a depth of reporting not typically provided to the community bank. Additionally, we've performed several due diligence reviews of commercial loan portfolios for clients in support of their merger activities. Our experience includes commercial loan review, commercial lending, loan operations, credit administration, mortgage underwriting review, credit policy, compliance, audit, due diligence work, and accounting.
Primary category: Loan Review & Loan Documentation
Additional categories:
  • Bank Consulting
RKL Risk Management, LLC
(484) 869-5220
150 N. Radnor Chester Rd., Suite F200
Radnor, PA 19087

www.RKLrisk.com


 Barry M. Pelagatti, Partner    bpelagatti@rklcpa.com

RKL Risk Management specializes in providing a wide range of internal audit and compliance solutions to community banks, including financial, operational, compliance and information technology audits; risk assessments; enterprise risk management; business process reviews; and SOX 404 compliance services.

Whether it is a fully outsourced internal audit function, co-sourced assistance with internal audit work, interim guidance to build a compliance culture or project-based compliance consulting, the RKL Risk Management team is equipped to serve the regulatory and risk-related needs of community banks in a variety of ways.

RKL Risk Management understands the everyday challenges that community banks face. Our experienced team helps our clients understand and meet their responsibilities as well as delivers insightful and relevant recommendations to improve internal controls and manage risk. RKL is committed to providing cost effective services and solutions, high-quality client service and being responsive to our clients' needs.

RKL Risk Management is a subsidiary of RKL LLP, one of Pennsylvania's most respected and leading financially oriented professional services firms. RKL's extensive business consulting capabilities, which include fraud investigation, forensic accounting and human resources consulting, allow us to offer additional strategic insights and solutions to serve the needs of community banks in a comprehensive and multi-faceted manner.
Primary category: Auditing - Internal & External
Additional categories:
  • Compliance - Consulting/Products/Services
  • Risk Management Consulting & Services
S&P Global Market Intelligence
(434) 951-4419
212 7th Street NE
Charlottesville, VA 22902

www.spglobal.com/marketintelligence


 Claiborne Kitchin, VP Global Channel Partnerships    ckitchin@spglobal.com

At S&P Global Market Intelligence, we integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. For community banks, we offer solutions to help bankers evaluate market opportunities, manage risk and maximize performance.

S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit http://MarketIntelligence.SPGlobal.com/Client-solutions/users/community-banking.
Primary category: Risk Management Consulting & Services
Additional categories:
  • Lending Services - Consumer/Commercial/Mortgage/Environmental
  • Data & Information Processing
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
Samuel A. Ramirez & Co., Inc.
61 Broadway, Ste 2924
New York, NY 10006

www.ramierzco.com


 Angelo DiCaro, SVP    ADicaro@ramirezco.com

Founded in 1971 as a municipal bond specialist, Ramirez has evolved to become a leading US investment bank, brokerage and advisory firm with 150 employees nationwwide. Ramirez is a top nationally ranked underwriter of municipal bonds and highly ranked underwriter versus other non-vending bank of corporate debt, agencies, mortgage-backed securities and equity (IPOs).
Primary category: Investment Banking & M/A
Additional categories:
  • Investments/Securities
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
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
SHAZAM, Inc.
(800) 844-7715
6700 Pioneer Parkway
Johnston, IA 50131

www.shazam.net


 Andrew Huth, Account Executive    ahuth@shazam.net

The SHAZAM Network was founded in 1976 and is one of the last remaining member-owned and -controlled electronic funds transfer (EFT) networks and processors in the industry. SHAZAM provides innovative EFT services to community financial institutions throughout the United States. SHAZAM is a single-source provider of the following services: core, risk management, card, ATM, marketing, merchant, mobile, media relations training, robbery training, and automated clearing house (ACH). To learn more, visit shazam.net.
Primary category: Card Services - Debit/Credit/ATM Networks
Additional categories:
  • Marketing & PR Services (Digital, Social, Direct, Print)
  • Non Interest Income
Shumaker Williams, P.C.
(717) 763-1121
PO Box 88
Harrisburg, PA 17108-0088

www.shumakerwilliams.com


 Keith A. Clark, Esq., Chairman    clark@shumakerwilliams.com

 Lori Lighty, Legal Assistant    llighty@shumakerwilliams.com

Regulatory and legal issues confronting financial institutions, including: capital formation, securities compliance, mergers, acquisitions and branching, integration of affiliates (e.g. insurance, leasing, mortgage brokers, securities, etc.), regulatory interpretations and filings, chartering and structuring, conversions, trademark, copyright, domain name disputes, litigation, collections, workouts and bankruptcy, holding company formation, personnel and benefit issues, and business/tax planning. General Counsel to PACB since 1977.
Primary category: Attorney/Legal Profession
Silver, Freedman, Taff & Tiernan LLP
(202) 295-4500
3299 K Street NW, Suite 100
Washington, DC 20007-4444

www.sfttlaw.com


 Eric M. Marion, Esq., Partner    emarion@sfttlaw.com

 Raymond A. Tiernan, Esq., Partner    rtier@sfttlaw.com

A Washington, DC-based law firm specializing in the representation of community banks. The firm's practice includes mutual to stock conversions, mutual holding company reorganizations, mergers/acquisitions, executive compensation and employee benefits and general regulatory and corporate practice.
Primary category: Attorney/Legal Profession
Additional categories:
  • Executive Benefits & Board of Director Services
  • Investment Banking & M/A
Smith & Wilkinson
(207) 289-3127
71 US Route 1 Suite D
Scarborough, ME 04074-7174

www.smithandwilkinson.com


 Quin Peel, Chief Operating Officer    qpeel@smithandwilkinson.com

Smith & Wilkinson - Executive Search Solutions is a banking specific search firm focused on middle & senior level management, specializing in serving community/regional banks.
Primary category: Executive Search
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
Steptoe & Johnson PLLC
(724) 873-3170
11 Grandview Circle, Suite 200
Canonsburg, PA 15317

www.steptoe-johnson.com


 Kristian E. White, Esq.,     kristian.white@steptoe-johnson.com

Steptoe & Johnson PLLC is a U.S. law firm with core strengths in business, energy, labor and employment, litigation and transactional law. We have more than 300 attorneys serving clients in 14 office locations in Colorado, Kentucky, Ohio, Pennsylvania, Texas, and West Virginia. Steptoe & Johnson's Pennsylvania locations include the Meadville office and the Southpointe office located in Canonsburg.

Steptoe & Johnson was founded in 1913. Since then, we've learned a thing or two about what it takes to meet your goals. No matter how much we grow, our first priority is building relationships.

Our attorneys practice in more than 40 different areas of law and have been recognized by The Best Lawyers in America® and Chambers USA America's Leading Lawyers for Business. We provide guidance on everything from the selection of the most advantageous structure for a business to complex corporate issues and proactive advice on day to day operations.

Our banking and commercial finance attorneys advise on all aspects of lender due diligence, enabling clients to evaluate risks and to balance business, operational, and legal needs. We provide representation that benefits both the lender and the customer, as well as build safeguards that protect the lender's collateral and other interests. We also negotiate loans, prepare letters of credit, assemble asset-based financing, special-purpose financing, and all other facets of commercial finance.
Primary category: Attorney/Legal Profession
Additional categories:
  • Lending Services - Consumer/Commercial/Mortgage/Environmental
Stevens & Lee
(610) 478-2000
111 N Sixth St
PO Box 679
Reading, PA 19603-0679

www.stevenslee.com


 David W. Swartz, Esq., Chair, Financial Institutions Group    dws@stevenslee.com

Serving the needs of the banking industry for generations, Stevens & Lee has unparalleled experience in the legal disciplines relevant to the financial services industry. We counsel financial institutions in connection with complex regulatory and securities matters, capital formation, mergers and acquisitions, structured finance transactions, litigation, collection and workout, and other sophisticated strategic projects. We also serve the everyday needs of financial services companies in the employment, employee benefits, tax, lending and syndication, bankruptcy, real estate, technology and environmental arenas, as well as in other areas. In addition, our consumer finance lawyers advise financial institutions on state and federal regulatory compliance for their mortgage, home equity, auto, credit sale and other consumer lending programs.

Stevens & Lee is part of a professional services platform which also consists of a FINRA-licensed investment bank, a D&O insurance risk consulting business and government affairs units. We understand first-hand the challenges financial institutions face. Among our 200 multidisciplinary professionals are a bank CEO, CFO and other senior executive officers; former Big Four financial accountants; tax professionals; risk managers; regulatory compliance officers; economists and research analysts.
Primary category: Attorney/Legal Profession
Additional categories:
  • Investment Banking & M/A
  • Compliance - Consulting/Products/Services
Stradley Ronon Stevens & Young, LLP
(215) 564-8138
2600 One Commerce Sq
Philadelphia, PA 19103

www.stradley.com


 Christopher S. Connell, Esq., Partner    cconnell@stradley.com

Stradley, Ronon, Stevens & Young offers a full line of banking legal services, including securities and M&A matters. Our firm stresses service and relationship. We work cooperatively with a bank's general or local counsel.
Primary category: Attorney/Legal Profession
Additional categories:
  • Investment Banking & M/A
  • Investments/Securities
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
Teraverde Management Advisors
(717) 344-5553
805 Estelle Drive
Suite 111
Lancaster, PA 17601

www.teraverde.com


 Alex Henderson, Chief Counsel, CAO    ahenderson@teraverde.com

Teraverde TM is a national financial institution advisory firm providing services in the areas of BSA/AML compliance, Compliance Management systems, Regulatory Enforcement Order Remediation, Cyber-security, Risk Management, Strategic Planning, Capital Management, Asset Sale/Acquistion due diligence, and maximizing productivity/profitability of loan origination systms, including Ellie Mae Encompass 360.
Primary category: Bank Consulting
Additional categories:
  • Compliance - Consulting/Products/Services
  • Cyber & Information Security
Top Flite Financial, Inc.
(330) 758-7542
1240 Boardman Canfield Rd., Suite 4C
Boardman, OH 44512

www.tffbuckeyes.com


 Ryan D. Cuffle, Branch Manager    RCuffle@topflitefinancial.com

Top Flite Funding's mortgage platform is specifically designed and tailored to help Community Bankes retain their customers, improve profits and stay competitive. We provide risk relief and superior full service committment by taking on the burden of credit approval, loan processing, underwriting, compliance and funding allowing bank to focus on their core strengths. You can grow and retain your client base by offering mortgage options for every market segment. Top Flite Financial has been recognized by Inc. Magazine as one of the top 5000 fastest growing, privately held companies in America seven (7) years in a row.
Primary category: Lending Services - Consumer/Commercial/Mortgage/Environmental
Travelers
(267) 675-3151
1500 Market St 29th Fl West
Philadelphia, PA 19102

www.travelers.com


 Kelly Celhar, Account Executive Officer/Financial Institutions    kcelhar@travelers.com

Travelers SelectOne+ product is a complete line of insurance coverage for community banks. Travelers is your one source solution for protection. Our products include D&O, EPL, lenders liability, trust, crime, property and casualty.
Primary category: Insurance
61 - 80 of 87