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Advantage Health Plans Trust, administered by The Kempton Company, provides a wide range of employee benefits to member banks, only available to CBAO banks and associate members, the program provides medical, dental, vision, disability, and life insurance policy. The only benefit program built by community bankers for community bankers.
ADVANTAGE, powered by JMFA, is dedicated to empowering community banks with strategic solutions for growth and success. Our comprehensive services include overdraft program consulting and compliance, account acquisition strategies, contract negotiation expertise, and consulting for technology strategy, evaluation and selection. Choose ADVANTAGE to elevate your performance, identify new opportunities, and build value.
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Backslash Creative exists to help your business or nonprofit look like the professionals you are online. We make it easy to manage your digital presence.
Asset and liability management, broker/dealer services, investment portfolio accounting and analysis, budget, and board reporting.
Bank Insurance Service
Fidelity Bonds, Directors’ and Officers’ Liability Insurance, Property and Casualty Programs, General Liability, and excess FDIC insurance.
The most capable most cost-effective information technology network solution bankers choose for their banks.
Our mission is to change the way community banks manage information security. Our team of experts use our proprietary CySPOT™ platform in combination with their numerous years of experience in financial institutions to deliver cost effective virtual CISO services exclusively to community banks nationwide. Our virtual CISO services include: Governance, Incident Response Planning & Preparation, Risk Management, Monitoring Oversight, Information Security Policies, Vendor Management, Board Cyber Awareness, User Testing & Training, Business Continuity, Audit & Exam Preparation, ID Theft & Red Flags, IT Change Management, and Privileged User Activity Review.
BHG Financial partners with banks through its Institutional Network, offering thoroughly underwritten, simple P&I loans sourced from top‑tier professionals across the U.S. Institutions can easily acquire these assets through the BHG Loan Hub, diversifying their portfolios without additional operational burden. Since 2001, 1,725+ partner institutions have earned $2.2B+ in interest income.
For over 35 years, Black Mesa Security, LLC has been selling, installing, and servicing bank equipment throughout the state of Oklahoma. We are the only Oklahoma owned and operated bank equipment company. Our success over the past three decades and our continued growth can be attributed to our exceptional service and quality products. By offering outstanding service, superior equipment, and a professional staff committed to our goals, we have not only sustained but grown over the last 30 years. Headquartered in Oklahoma City with field offices and service technicians in Tulsa, Black Mesa Security is a statewide company providing reliable service and product solutions to financial institutions throughout the state of Oklahoma. Our staff is trained and experienced in all facets and brands of banking equipment. Our technical expertise combined with our extensive knowledge of the industry and equipment has made us the experts in our industry. Currently serving over 300 financial institutions across the state of Oklahoma, Black Mesa Security has built its reputation on reliable and expert service. Exceptional service and technical expertise coupled with extensive industry knowledge and quality products make Black Mesa Security, LLC the ideal choice for servicing your bank. We look forward to supporting and working with your community bank.
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CATALYZER, Inc. is a Kansas-based, Veteran-owned leadership development consultancy focused on individual, team, and organizational growth. Since our first partnership, a community bank in Minerva, Ohio, Catalyzer continues to provide (1) tailored leadership development programs, (2) one-on-one coaching for individuals at all seniority levels, (3) support to people- and organizational-focused initiatives (i.e., strategic planning, learning and development strategies, recruiting/retention campaigns, etc.), and (4) thought leadership via a busy keynote-speaking schedule. As of early 2026, Catalyzer has worked directly with 10 state community banking associations, directly with 11 separate community banks, and with two national groups focused on community banking. Our 648 programs have supported individual and team development for nearly 19,000 professionals across diverse industries, from community banking to law enforcement to manufacturing.
Cennox specializes in end to end sales and service solutions for all major OEM banking equipment. ATM/ITM/TCR, Conventional & Back-Office Equipment Sales and Service, Rigging/Installation, FLM/SLM – Remote Resolve/Repair – Preventative Maintenance, Electric & Physical Security, Compliance Surveys, Supplies, Branch Remodeling, Electric Vehicle Charging & more. Cennox for all things banking.
Christensen Law Group, PLLC
The Christensen Law Group P.L.L.C. is a client-centered, results-oriented law firm recognized for its unique approach to the legal and business issues facing its clients. The Firm’s philosophy is not only to match the quality and depth of knowledge found in national and regional firms but to exceed it, along with personal attention and a dedication to producing imaginative and profitable results for its clients. Our professionals understand that business law and litigation require a real appreciation of business structure, changes, and trends. In years past, businesses, corporations, and insurance companies looked exclusively to large law firms to handle their legal affairs.
CLA provides integrated audit, tax, and consulting services, which includes helping you monitor your progress, evaluate your results, and compare your financial position to your competitors. Our team of industry professionals dedicates 100% of their time to serving banks, relying on a philosophy based on strong client relationships, responsive personnel, and timely service. And while we have the resources of a national firm, we also employ a local approach so you receive high-quality, personalized service. From the very start of our relationship, we analyze potential scenarios so you can develop a comprehensive plan for your future.
CNET Inc. will put your IT concerns at ease through our expert technology consulting and ability to integrate dissimilar systems. Be it mobile networking or business continuity, we have a solution for you.
Travel Clubs with Collette: The Smart Investment for Building Loyalty, Community, and Profitability
For decades, Collette has helped Community Banks build a sense of community among their mature market accounts while growing loyalty and non-deposit revenue. Travel programs help banks retain and acquire high level depositors and foster relationships through experiences of a lifetime! Plus, many banks are earning a 6-figure revenue from their travel program! Whether it’s the 100 plus years of experience, industry leading Travel Protection Plan, or the fact they have been the gold standard of financial stability in the travel sector, Collette continues to be the preferred partner of Community Banks nationwide. Visit https://www.gocollette.com/en/landing-pages/group/bank-credit-unionslearn to learn about the many benefits of starting a travel program, how easy it is with Collette, and to get connected with your local business development manager.
CoNetrix specializes in providing managed IT, managed security, and compliance services to financial institutions. CoNetrix services include IT/GLBA audits & network assessments, penetration testing, VISO consulting services, managed IT and security services, and private cloud hosting with options for disaster recovery. CoNetrix is the developer of Tandem software, an innovative suite of cybersecurity and compliance software to help you manage risk assessment, business continuity planning, vendor management, information security policies, incident management, internet banking security program, identity theft prevention program, compliance management, audit management, security awareness training, and more! To see why financial institutions in all 50 states put their trust in CoNetrix for information security, please visit CoNetrix.com | Tandem.app or contact us at (800) 356-6568.
Crowe & Dunlevy is one of the largest law firms in Oklahoma with offices in Oklahoma City, Tulsa, and Norman. We have been advising clients for over 100 years. The depth of our experience allows us to assemble dynamic legal teams to provide advice that is both focused and valuable to our clients. Our law firm’s clients range from individuals to Fortune 100 companies and our attorneys have expansive knowledge in our areas of practice.
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The Fixed Income Capital Markets Group of D.A. Davidson is a national leader in raising capital through fixed income banking and helps financial institutions meet their investment needs.
We are the creators of Lending Leads, a relationship-based, lead generation and competitive intelligence platform built for bank leaders, lenders and compliance officers. Lending Leads provides actionable data to help banks execute their growth strategies, compete in their markets, and identify prospects and customers to align with their CRA, fair lending and compliance strategies.
DCI is the developer of the award-winning iCore360® core banking software, plus iCoreGO® digital banking and fintech processing solutions for community banks nationwide, including those using other core platforms. DCI is privately owned by a group of bank clients, with several serving as board members and user group leaders. DCI provides private ATM network/card management, FrontLine™ teller software, custom analysis, risk/vendor management, and more. For more information about DCI, visit www.datacenterinc.com or contact info@datacenterinc.com.
Diebold Nixdorf, Incorporated (NYSE: DBD) is a world leader in enabling connected commerce for millions of consumers each day across the financial and retail industries. As an innovation partner for nearly all of the world’s top 100 financial institutions and a majority of the top 25 global retailers, Diebold Nixdorf delivers unparalleled services and technology that are essential to evolve in an ‘always on’ and changing consumer landscape.
Diebold Nixdorf has a presence in more than 130 countries with approximately 24,000 employees worldwide. The organization maintains corporate offices in North Canton, Ohio, USA and Paderborn, Germany. Visit www.DieboldNixdorf.com for more.
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Tap into the proven expertise of Eclipse’s in-house team that has successfully completed 750+ financial facilities, including innovative branches, transformations, and inspiring operations centers. Our services encompass architecture, retail & interior design; construction management; plus branding and market studies to expand your branch network. Eclipse’s transparent process utilizes your local subcontractors and gives you oversight on the quality, cost, and schedule of your project.
At Eide Bailly, we truly believe people make the difference. We want to be trusted business advisors for our clients, supporters and mentors for our staff, and provide valuable resources for our business friends. The bottom line is we are passionate about our work and the success of those with whom we work.
ePayResources™ has been empowering financial institutions and businesses to be informed, compliant, and competitive in payments for nearly 50 years. As an innovative Payments Association and a founding sponsor of the Center for Payments, we provide emerging and legacy payments expertise, professional development, and industry leadership through education, publications, compliance support, risk management, and advocacy. Our staff of nationally accredited payments and risk professionals provides situational analysis and response guidance on our Payments Answerline™ and keeps you informed of industry developments that impact operational processing, fraud detection, and your bottom line. Our subsidiary, ePayAdvisors, provides payments audits and risk assessments and customized payments strategy consulting. Visit epayresources.org and follow us on Twitter (@ePayResources_), LinkedIn, Facebook, YouTube, and Instagram.
Everon is a national company offering full service turn key solutions for your life safety systems.
Our services range from fire protection, intrusion detection, access control, and video surveillance.
Everon specializes in traditional drive thru security applications, ATM & ITM’s, vault services, cash drawers, and more!
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Founded in 1947, Finley & Cook (PLLC), Certified Public Accountants, continues to provide superior audit and tax services to financial institutions, while maintaining a high level of professional standards. Finley & Cook has a rich history and a highly regarded reputation of expertise in helping clients succeed.
For over 30 years, First Bankers’ Banc Securities, Inc. (FBBS) has worked with over 1,000 clients in more than 25 states. Initially founded with the purpose to service community bank investment needs, the scope of our client coverage has evolved over time. Today, we service investment needs for not only community banks but also trust companies, investment advisors, wealth managers, municipalities, corporations, and individuals. No matter the type of client, we are committed to upholding our philosophy of exceptional service through individualized attention. Our experienced traders and sales representatives are dedicated- to providing the appropriate products, services, and trade execution tailored to our clients’ needs.
The FBBS team believes the success of our clientele is the future of our firm; we invite you to test our commitment.
A bank extending credit for mortgage lending activities, asset/liability management restructuring, lines of credits, as well as overnight deposits, demand deposit accounts, securities safekeeping, and wire transfers.
Federal Protection, Inc., established in 1969, provides comprehensive bank equipment and security solutions for the financial community. Federal is the largest Hamilton Safe dealer in the county and a “Circle of Distinction” award winner for NCR. Federal offers in-house 24/7/365 UL listed monitoring through the Federal Response Center®. With an ever-growing team of security professionals, Federal Protection, Inc. ® provides the prompt and efficient service you deserve.
Fenimore, Kay & Harrison, LLP is a boutique law firm focusing on independent banks. The firm provides legal services to banks, thrifts, and other financial institutions, as well as their investors, directors, and executive officers in a full range of corporate, transactional, securities, and regulatory matters confronting the financial services industry.
Financial Equipment Company has been in business since 1978, providing sales and service of banking, retail, and casino equipment, specializing in currency recycling and branch automation.
The needs of your institutions are unique; therefore, our approach is client-driven, not product-driven. You will receive professional accounting and advisory services completed on time and competitively priced. You can choose any combination of our services and entrust that our extensive expertise will meet your specific needs. You will work directly with one of our firm’s shareholders throughout the entire engagement. We emphasize continuous, open communication and do not charge for reasonable phone calls and consultations. Founded in 1977, we exclusively work with financial institutions. You can expect expert guidance to ensure your prosperity.
As part of the national full-service FORVIS, formerly BKD, Oklahoma banking practice is composed of approximately 15 team members providing audit, consulting and tax services to more than 70 Oklahoma community banks, including more than half of the 20 largest. Other team members include Partner Todd Pefferman (tax), Managing Director Ron Hulshizer (IT risk) and Financial Services Directors Bryan Neal and Lori Jackson.
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Goodwin Lewis is a boutique law firm specializing in providing representation to banks, engineering and construction firms, real estate companies, energy firms, and other businesses and entrepreneurial individuals. Our lawyers have received national recognition for their work on complex commercial matters for all businesses, from start-ups to regional and national companies.
The Graduate School of Banking at Colorado offers the next generation of community bank leaders the chance to learn valuable skills and make valuable connections with other industry leaders. More than 600 bankers, regulatory professionals and other financial-services representatives attend our programs each year. Whether you’re a prospective student, current student, alumni or interested in being part of our staff, we would love to hear from you.
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ICBA CRA Solutions provides CRA Education & Training, CRA Support Services, the CRA Collaborative Peer Group, and CRA qualified loans, investments, and grants. Since our inception in 2000, we have helped banks across the country earn meaningful CRA credit through elder financial abuse prevention programs—all with flexible funding options to make it simple for banks to get involved.
ICBA Payments
ICBA Payments, a wholly owned subsidiary of the Independent Community Bankers of America® (ICBA), has been managing payments solutions for the nation’s community banks since 1985.We help power the potential of ICBA members through payments-related innovation, education, and advocacy to help community banks navigate the payments ecosystem and select suitable offerings at favorable pricing—helping community banks compete and thrive.
As a trusted strategic partner, ICBA Payments also provides consultative services, industry representation and ongoing vendor support to help community banks retain their best customers, earn profitable returns, and be respected as full-fledged participants in the evolving payments landscape.
Website: icbapayments.com Telephone: 800-242-4770 Address: 11100 New York Avenue NW, Suite 500 East,
Washington, DC 20005
TCM Bank, N.A. TCM Bank, N.A., a subsidiary of ICBA Payments, provides credit card services along with portfolio acquisition and agent bank sponsorship for community banks nationwide.
Through the Total Card Management® credit card program, TCM offers superior community bank service along with compliance relief, improved market positioning, speed-to-market technology, and marketing support—all with no risk and zero liability. TCM Bank partners with nearly 750 community banks across the U.S. and is proud to meet the credit card needs of more than 530,000 cardholders. Website: tcmbank.com Telephone: 866-861-7669 Address: 3501 E Frontage Rd. Ste. 200, Tampa, FL 33607
The Independent Community Bankers of America® has one mission: to create and promote an environment where community banks flourish. We power the potential of the nation’s community banks through effective advocacy, education, and innovation.
Website: icba.org Phone: 866-843-4222
Chosen by over 3,000 financial institutions, IntraFi has provided deposit placement and wholesale funding services for more than 20 years. IntraFi’s network—the largest of its kind—brings scale, giving each participant access to tens of billions of dollars in funding, the highest per-depositor and per-bank capacity, and the peace of mind of being able to make large-dollar placements. The company invented reciprocal deposits and its tested, trusted solutions are utilized by financial institutions of all sizes. IntraFi helps its network participants grow strong, loyal customer relationships, fund more loans, earn fee income, and seamlessly manage liquidity through all market conditions.
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J.B. Lloyd & Associates, LLC – Specialty Insurance for the Financial Industry
J.B. Lloyd & Associates, LLC has provided lender-placed hazard, flood, and mortgage impairment, along with mortgage errors and omissions insurance protection to banks since 1988. In addition to excellent customer service, Lloyd & Associates’ web-based reporting capabilities and broad coverage options set us apart from other forced place insurance providers. We are an insurance agency that specializes in Forced Place Hazard and Flood, financial institution bonds, D&O, commercial package, and cyber liability.
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Kristopher James Company (KJC) has proudly served community banks for decades. KJC can help improve your expense and efficiency ratios. We analyze your operational and marketing print-related costs and then document recommended improvements. Our Comprehensive Expense Control Assessment has helped hundreds of banks streamline supplies and logistics operations. Call us today for a complimentary analysis to determine how much we can save your bank; we stand ready to be your supply chain expert.
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MAi, now part of Vantage Point Solutions, provides specialized, comprehensive support to banks across the country. Our experienced team offers expertise in audit, compliance, asset and liability management, model validation, loan review, and strategic planning; as well as IT audits and assessments, cybersecurity, risk mitigation, and marketing services. These integrated resources are customized for every scenario, helping financial institutions strengthen operations, navigate regulatory complexity, and elevate organizational performance. We are committed to our customers and supporting your long-term success.
Mariner’s teams, provide advice to individuals, businesses and non-profits. Our services include wealth planning, investment management, tax planning and preparation, estate planning, personal insurance solutions, specialized business services including investment banking and valuation advisory services, specialty tax services, and institutional cash management.
Streamlining technology using vetted IT support for financial and professional service organizations to reduce complexity and avoid risk. Cloud computing, online backup, cybersecurity, and managed services. Celebrating our 40th anniversary in 2018.
https://matrixforce.com/intro
Cyber Risk Analysis https://matrixforce.com/analysis
Data Breach Training Data Breach Training (matrixforce.com)
Here are two sessions recently presented at the Beverly Hills Chamber of Commerce
Mortgage Investment Services Corporation (MISC) was formed in 2000 by long-time mortgage bankers to assist community banks in accessing secondary market home loans.
We do not originate home loans directly to the public; our commitment is to serve our correspondent banks and their customers. MISC is not simply a division of a lender who also competes for your mortgage customer and may look to them as a source of other banking business.
MISC has a special emphasis on working with banks in smaller communities and rural areas. We provide ongoing training, homebuyer education, and assist with marketing outreach. We take on the regulatory burden of originating home loans.
We are a Fannie Mae seller/servicer and provide access to conventional, FHA, VA and USDA/RD loans.
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NextBranch is a leading provider of ATM and Branch Transformation technologies and services for financial institutions. Solutions include full ATM and ITM outsourcing, core-integrated ITMs with an expanded self-service transaction set, video banking solutions, and teller cash recyclers. NextBranch is part of the Grant Victor family of companies. Founded in 2000, Grant Victor is the largest distributor of Hyosung equipment in the United States and wholly owns four Strategic Business Units (SBUs) specializing in outsourced ATM management solutions, wholesale distribution of Financial and Retail ATM equipment, ATM parts and supplies, ATM component repair, and transaction processing solutions.
NFP helps banks achieve their key financial goals, manage benefit liabilities, and enhance shareholder value through market-leading knowledge, tailored executive benefit plan design, bank-owned life insurance (BOLI) expertise, and BOLI administration solutions.
Northland Capital Markets is the capital markets and investment banking division of Northland Securities. Our Bank M&A team actively assists community banks with ownership strategic planning, valuations, consulting, mergers and acquisitions. The Team has successfully led over 360 individual bank and branch sale transactions since 2001 (business completed under former company). Northland Capital Markets, a division of Northland Securities, Inc. Member FINRA/SIPC, Registered SEC and MSRB.
Please see additional disclosures here: https://www.northlandsecurities.com/policies-disclosures
NuSource pairs cutting edge technology with world-class service for financial institutions across the United States. We strategize and implement innovative branch transformation, security, and service solutions.
Through partnerships with companies such as highly regarded Hyosung, NuSource is committed to tailoring strategies to the particular needs of financial institutions. Our clients consistently reach improved operational performance and enhanced customer experience with speed and convenience.
Our mission is to consistently deliver value-added consultative solutions and quality service experiences based on Integrity, Professionalism, and Teamwork. Discover how we can shape your customer’s experience – let’s talk!
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Oak Hills Securities is a boutique investment bank. Our focus is on advisory services, underwriting, and facilitating large-scale financial transactions rather than banking services for individuals. Our clients are primarily financial intermediaries, businesses, and high/ultra-high net worth individuals. The financial intermediaries we work with are primarily community banks, insurance companies, and private equity/venture capital funds and their portfolio companies.Our Core Functions consist of:
- Raising Capital: Equity or non-bank debt placements.
- Mergers & Acquisitions Advisory: Advising companies on buying, selling, or merging with another business.
- Strategic Financial Advice: Offering guidance on debt restructuring, risk management, and other complex financial decisions.
- Providing Structuring and Placement Services for Federal and State Tax Credits: Providing non-dilutive capital sources and products to implement tax reduction strategies for our clients.
The Department is responsible for the regulation of consumer credit sales and consumer loans in the State of Oklahoma. The Department is also responsible for the licensing and regulation of mortgage brokers, mortgage lenders, mortgage loan originators, pawnshops, Oklahoma small lenders, rental purchase lessors, health spa contracts, credit service organizations, consumer litigation funders, and precious metal and gem dealers.
As a partner for growth and expansion, the Oklahoma Finance Authorities serves the capital needs for industrial businesses, higher education, public infrastructure, and healthcare throughout the state of Oklahoma. The OFA partners with community banks, economic developers, the Oklahoma Department of Commerce, and many others to provide various financing programs including taxable and tax‐exempt commercial loans, taxable and tax‐exempt bonds, and state of Oklahoma economic development incentives.
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PCBB believes in the power of local financial institutions to be the catalyst of small business growth and to enable communities to thrive. Our team is committed to providing not only the tools and knowledge our customers need to serve their clients, but also the partnership and trust they deserve.
Our robust suite of competitive services includes cash management and international services, lending solutions, and profitability and risk management advisory services. These solutions help community financial institutions maximize revenue, increase efficiency, and manage risk.
Performance Trust helps community financial institutions make better balance sheet decisions so they can serve their communities and help fuel small businesses by using revolutionary strategies, tools, and insights to measure the risk and rewards of cash flows across the entire balance sheet. Education is the cornerstone for all they do which allows their clients to deepen their expertise as they work alongside Performance Trust. Today, Performance Trust is the largest full-service investment bank focused on community depository institutions.
The PNC Financial Institutions Group (“FIG”) is an experienced team of professionals focused on building relationships and helping banks of all sizes achieve their strategic goals. Our value-driven strategies are specifically designed around the needs of community banks and focused on balance sheet management, strategic planning, investment banking and capital markets. As part of one of the largest domestic financial institutions ourselves, the breadth and depth of our overall platform is unique and provides us with the ability to share insights on industry trends, market color and ever changing regulations.
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QSI provides turnkey delivery of NCR ATM and ITM solutions and is NCR’s largest financial partner in the U.S. We offer remote access services for patch management, anti-virus, and more. Titan Armored offers branch cash and ATM/ITM cash replenishment, among other services.
QSI is a full-service bank equipment company (video, alarm, drive-up, safes). No long-term service contracts. Outsourcing available.
QwickRate® offers affordable solutions to help simplify and make work easier for bankers including: premier CD Marketplace for non-brokered funding and investing with over 3,000 institutional subscribers; IntelliCredit™ credit intelligence and loan review solutions for a better, more efficient way to detect/manage credit risk and enable real-time, online loan reviews; and QwickAnalytics® for bank research, analysis and regulatory compliance tools including CECLSolver™ and Credit Stress Test. To schedule a brief tour, or for more information, go to www.qwickrate.com or contact Melissa Wallace.
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Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,500 financial advisors. Total client assets are $1.18 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at www.raymondjames.com.
Certified Development Company for SBA 504, SBA 7(a) and USDA. B&I packager, USDA IRP lender, SBA Microloan lender, New Market Tax Credit allocate. They also provide home buyer incentive programs, as well as diversified business development services.
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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.
SHAZAM pioneered the PIN-debit point-of-sale transaction, still used worldwide today. We’re the only nationwide independent, member-owned debit network, processor and core provider supporting community banks and credit unions. Since we don’t answer to shareholders, we can reinvest profits in technologies our clients need as they serve the next generation of consumers. SHAZAM ensures our clients have the products and services they demand and expect in a cost-effective way. Founded in 1976 and headquartered in Iowa, we’re a leader in payments and financial technology, with a simple mission: Strengthening community financial institutions. Visit us today at shazam.net.
Southwestern Stationery and Bank Supply, Inc. was founded in Oklahoma in 1935 as a complete bank supply company. Our offerings include a full range of internally produced printed products along with bank supplies, furniture, promotional items, and office supplies. We are proud to be an Oklahoma owned business serving our Oklahoma banks. Come visit our large full production printing plant and large office furniture showroom and see the difference we can make for your bank.
Working with banks in Oklahoma and across the United States, Stifel is committed to helping executives grow their businesses and better serve their customers. Anchored by an experienced team of financial strategists, traders, and sales representatives, Stifel provides a suite of industry-focused services related to institutional investing, loan sales, derivative strategies, asset liability management, bond accounting, and funding solutions.
StoneCastle has been a dedicated partner to community banks through its funding programs and liquidity solutions. Our deposit network is utilized by 1,000+ financial institutions nationwide. We enable banks of all sizes to gain access to trillions of dollars of institutional deposits. Whether it’s contractual bulk funding or a steady stream of stable granular deposits, our solutions can be customized to your bank.
The SW Graduate School of Banking Foundation is the first name in banking education, bank management training, and bank director training programs. Thousands of financial services professionals have attended its banking management programs since its founding in 1957. Its banking industry participants fill the senior ranks of financial institutions, bank regulatory agencies, and bank-affiliated organizations throughout North America and abroad. Partnered with Southern Methodist University’s renowned Edwin L. Cox School of Business, the Foundation offers bank management education at the corporate level. Unlike its peers, it conducts bank educational programs year-round. The senior staff has over 50 years of experience designing, marketing, and orchestrating national seminars for the banking and financial services industry.
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By blending cooperation and competition, Taylor Direct Consulting, LLC (TDC) teams up with strategic partners and companies that might otherwise be our competitors to create new business solutions for community banks. Sometimes it simply makes good sense to work together alongside other experts. Specializing in Loan Review Services and Enforcement Action Compliance, our other offerings include Appraisal Review, Training, and various Consulting and Special Projects customized for community banks. These mutually beneficial relationships are golden opportunities that ultimately translate to a resource of over 200 years of combined banking experience. We offer gold standard service allowing our clients to improve with a competitive advantage, using expert solutions, and oftentimes increasing profits.
For 51 years, the Texas Tech School of Banking has successfully partnered with hundreds of community banks to bring together thousands of bankers seeking to advance their careers as current or future members of their management and leadership teams. The concentrated week-long programs, over two consecutive years, are delivered by seasoned experts in their fields and are specifically designed to provide a greater understanding of all aspects of community bank management today and in the future. Our goal is to help participants become better bankers and further develop their leadership skills.
Covering twenty-five topical sessions, the year one curriculum focuses on interactive lectures and team activities. Speakers and lecturers are practice-oriented as well as thought-provoking, helping bankers “take it back to the bank.” Additionally, every year-one participant is provided his or her bank’s financial information and learns where to find the numbers, how to interpret the numbers, and how to analyze their bank’s risks and financial performance compared to peers.
Through a nationally recognized bank management simulator, year two participants work in teams to build and manage a thriving virtual community bank. Participants apply tools learned in year one, plus advanced material and new topics covered in year two, to put knowledge into practice in a team competition. This extraordinary experience allows participants to manage a virtual bank and test multiple strategic decisions to explore how best outcomes are achieved in real banks. Year two is designed to help bankers see and manage all aspects of the bank, not just their silo . . . exactly what managers and executives say they depend on.
Throughout the challenging and collegial week, participants will enjoy the state-of-the-art Rawls College of Business building, as well as the beautiful Overton Hotel & Conference Center. Breakfast and lunch are provided daily, and evenings include social activities, cocktail receptions, and dinners. Knowing that an important part of the week is networking with other participants and invited executives, we provide refreshment breaks during the day.
We are proud of the Texas Tech School of Banking’s legacy of educating today’s and tomorrow’s community bank leaders. We encourage you to explore the school and see why thousands of bankers across 50 years have enhanced their careers by attending and graduating from the Texas Tech School of Banking!
https://www.depts.ttu.edu/rawlsbusiness/about/finance/bankschool/
Our objective is to set the industry standard for the broad range of services currently available to community banks. The Bankers Solutions (TBS) provides consultative regulatory compliance and audit services. Our staff brings more than 100 years of experience working with financial institutions. TBS understands the challenges and expenses our industry faces from the burden of increasing regulation. With a deep comprehension of evolving regulatory landscapes, we offer services with experience that is bank specific. From audit and compliance to business planning and financial performance reviews, The Bankers Solutions specializes in services that make banks run better. Through efficient, experienced support, we can provide:
Audit Services
• ACH
• BSA
• Compliance
• Directors Exams
• Funding and Interest Rate Risk Independent Review
• Internal Control Review
• Vendor Management Review
Consulting Services
• Branch/Department Performance Reviews
• Capital Planning
• Concentration Monitoring, Credit Stress Testing Due Diligence for Acquisitions and Divestitures
• Enterprise Risk
• Funding and Interest Rate Risk Planning and Reporting
• HR Consulting
• Regulatory Repair
• Specific Issues
We believe you will find TIB to be the “Trusted Partner” your bank has always needed. In fact, if you ever think of us as a “vendor,” we have not done our job. We first opened our doors in January of 1982. Since that time, TIB has grown to become the nation’s largest bankers bank, serving nearly 2,000 banks across 47 states. We are owned by more than 480 of those same institutions.
TransFund has been making money move since 1975 and is one of the leading ATM/EFT networks and debit card processors in the nation. For over 50 years, TransFund has been technology driven and provides ATM, Debit Card, Merchant Services, Fraud Protection and customized marketing to community banks and businesses throughout Oklahoma. We are focused on serving community banks with the same face-to-face service that makes them successful.
Travelers Insurance Companies offer a wide range of insurance products through Travelers SelectOne For Community Banks, our portfolio of products designed specifically for financial institutions. We have been providing effective insurance solutions for financial institutions since 1890. Our product line includes the Financial Institution Bond; Directors & Officers Liability coverage; Employment Practices Liability coverage; Property & General Liability coverage; Automobile coverage; Workers Compensation coverage; as well as a variety of products to address Professional Liability & Electronic Banking exposures.
Travis Voice & Data has been one of the leaders in the telecommunications and office technologies industry for over 30 years. With each new and existing customer, we strive to give the top solutions and ensure we are always putting our best foot forward with leading technologies and service.
We started doing business from Oklahoma City in 1988 and we’ve stayed here. When you choose Travis Voice & Data to provide you with essential equipment and technology services, you’re choosing a local company that puts you first, and you’re choosing local customer support. Our phones are answered by real people, right here in Oklahoma.
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Our company is bank owned and bank friendly. Terry Cook has been calling on and working with Oklahoma banks since 1977. We would like to have the opportunity to work with your bank to help you increase your bottom line. We offer Credit Life and A&H, GAP, Vehicle Service Contracts, VSI, Flood, CPI Forced Placed Mortgage and other products for your bank and customers.
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Specializes in serving the telecommunications needs of community banks, focusing on the design, implementations and support of voice communications over the bank’s network. We become the single point-of-contact to assist the bank in reducing recurring communications expenses while deploying advanced technology to help the bank better serve its customers.
Versateq was founded by bankers in 1991 and is owned and operated out of Oklahoma City. Our product offering includes envelopes/stationary, generic bank supplies, counter/internal forms, promotional items and much, much more. If a bank uses it, we can do it! We have an old school approach that is backed up by as much technology as you want or need. Our outside sales team is regularly all over the state building relationships with Oklahoma bankers. Utilizing our online portal, we offer warehousing and distribution that can be setup at the branch and department level. We still deliver a lot of product too, which is almost unheard of today. Regardless of how we service an account, our focus is on being efficient and controlling expenses. We are not just in the business of taking orders, we’re here to take care of your bank!
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Established in 1953, Whit-Co is a family-owned check printing business with plant and office facilities in Amarillo, Texas. Whit-Co specializes in customizing a check program that best suits your financial institution. Also, Whit-Co is a full-service print facility printing anything your bank needs. Whit-Co services financial institutions in Colorado, Kansas, New Mexico, Oklahoma, and Texas. Whit-Co is extremely committed to this region with our marketing efforts continuing to focus on community banks.
For more than 40 years, Whitley Penn’s tax, audit, and advisory professionals have been dedicated to the success of our clients. Our mission is to provide transformative solutions that deliver valuable results and develop strong relationships. As an independent member of HLB International, we are strategically positioned to help you grow both locally and globally. At Whitley Penn, your future is our focus. Learn more at www.whitleypenn.com.