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8aees Distilling Company is a newly established bourbon distillery that commenced operations in April, following a year of meticulous planning and construction. This craft distillery, with its current team of 7 dedicated employees, produces 200 barrels of premium bourbon monthly, utilizing traditional methods and locally sourced ingredients. 8aees is poised for significant growth, with plans to expand its workforce to 30 members over the next five years, underlining its commitment to becoming a notable presence in the bourbon industry. The company’s focus on quality and attention to detail is evident in every step of their bourbon-making process, from mash bill creation to the careful selection of aging barrels. As a rising star in the world of craft spirits, 8aees Distilling Company aims to carve out its niche by offering unique, flavorful bourbons that capture the essence of artisanal craftsmanship.
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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.
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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.
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Asset and liability management, broker/dealer services, investment portfolio accounting and analysis, budget, and board reporting.
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Fidelity Bonds, Directors’ and Officers’ Liability Insurance, Property and Casualty Programs, General Liability, and excess FDIC insurance.
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The most capable most cost-effective information technology network solution bankers choose for their banks.
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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.
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Since 2001, BHG Financial has originated more than $19 billion in loan solutions to top-quality borrowers, which community banks can purchase via the BHG Loan Hub. To date, over 1,600 bank partners have trusted in this program as a proven source of interest income and diversification for their bank.
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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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BMA Banking Systems has been providing innovative and reliable core processing solutions for community banks across the country for over 35 years. Our top priority is to deliver products and services that meet the unique needs and expectations of each customer. Banks choose BMA Banking Systems for our cutting-edge technology, fair pricing, and world-class customer service. For a free product demonstration or discovery call, contact us at 801 887-0122 or online at http://bmabankingsystems.com
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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 http://www.datacenterinc.com or contact info@datacenterinc.com.
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DEI is a national design/build company that goes beyond the expected to turn your project into a growth opportunity. We create sales environments by incorporating all aspects of facility planning, from site search & selection, strategic analysis & planning through architecture, construction, interior design, branding & retail concept design. At DEI, we design and build to grow your business.
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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 http://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.
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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.
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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.
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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.
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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.
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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.
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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-house24/7/365 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.
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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.
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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.
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Fiserv drives innovation in payments, processing services, risk & compliance, customer & channel management and insights & and optimization. A global leader in financial services technology, Fiserv is a FORTUNE 500 company and is on the FORTUNE Magazine “World’s Most Admired Companies®” 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.
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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.
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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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Established in 2014, Forward In Technology (FIT) is a leading Managed Service Provider based in Oklahoma City, Oklahoma. We specialize in delivering customized IT solutions that cater specifically to the needs of the banking industry. Our mission is to provide Flexible, Innovative, and Trusted technology services, enhancing the operational efficiency, security, and regulatory compliance of banks in Oklahoma and beyond.
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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.
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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.
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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: 1615 L Street NW, Suite 900, Washington, D.C. 20036 Email: payments@icba.org
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 Email: TCMBank@tcmbank.com
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Stifel and ICBA Securities are helping community banks maximize the impact they have on the communities they serve through a unique platform that delivers products and services relevant to every aspect of a community bank’s balance sheet, including institutional investing, loan sales, asset liability management, derivatives strategies, funding and more. Stifel is a long-time supporter of the Independent Community Bankers of America and its mission, and in partnership with ICBA Securities is able to return revenue to state bank associations. ICBA Securities is a wholly owned subsidiary of the ICBA and provides a full calendar of educational events for community bankers and investment professionals. ICBA Securities is endorsed by 34 affiliated state banking associations.
Website: icbasecurities.com Telephone: 800-422-6442 Address: 775 Ridge Lake Blvd., Suite 190, Memphis, TN 38120 Contact: Jim Reber, President and CEO Email: jreber@icbasecurities.com X: @ICBASecurities LinkedIn: ICBA Securities
ICBA Investment Column:
by: Jim Reber, President and CEO of ICBA Securities
- Do’s, Don’ts, and Maybes – A set of simple rules to streamline portfolio management in 2021
- Munis for the many – Taxable municipal bonds have appeal for nearly all community banks
- Slippery slope – Another yield curve shift has community bankers guessing.
- Portfolios morph-Investment securities have undergone big changes this year.
- Fed Taper Tactics A review of past QE wind-down strategies.
- Treasuries for the win! – Low yield spreads send community banks back to the basics
- Rising tide – Bonds to own for a rate hike environment
- The Great Escape
- Up with Coupons
- Price pullback prospects
- Fourth quarter rally
- Fixed rate or floating?
- World-wide demand
- High baseline yields accompany surprisingly wide spreads
- Remember the munis
- Time out for trivia
- Spread the wealth
- Play Ball!
- The Meek…
- Easing into the fall
- Yield enhancer, or gimmick?
- Concepts and facts
- Whole Lot of Thinkin’ Going On
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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 Address: 1615 L Street NW, Suite 900, Washington DC 20036 Email: info@icba.org
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Insight Consultants is a Microsoft Certified Gold Partner, with over 23 years of experience in technology services. In the past decade, we have built and demonstrated expertise in developing technology for several Online Lending businesses.
At Insight Consultants, we focus on just one thing – being trusted partners by enabling measurable business growth for our clients. Through dedicated teams and senior management investment, our services enable Community Banks to leverage the advantages of the best in technology.
Our proprietary methodology, the ‘Radical Rooting Edge’ enables us to align technology implementation with business outcomes. By implementing better lead scoring strategies, underwriting, fraud detection, and risk assessment, we have helped our clients significantly reduce their cost of lending operations.
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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 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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Providing financial advice from experienced people you trust. Services include mergers & acquisitions, advisory services and financing through public and private markets.
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KlariVis® is the only cloud-based, core-agnostic enterprise dashboard and analytics solution built for bankers, by bankers. The KlariVis platform compiles and aggregates high-value, actionable data into an intuitive, interactive dashboard that provides financial institutions of all sizes with timely insights that empower teams, drive profitability, and improve productivity at every level of the organization.
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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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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.
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
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Bank consulting firm providing audit, compliance, information technology, asset & liability management, planning and budgeting, management studies, and special project services.
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Modern Banking Systems is a leading provider of award-winning community banking core software and support. We provide an array of integrated core banking applications and core data processing systems. We offer service bureau, service center, in-house, and hosted solutions–each with powerful integration features. Our solutions are designed to maximize functionality while seamlessly integrating within the Esentia core. We adapt as your needs change, with speed, efficiency, and cost-effectiveness that the larger cores just can’t match. Our solutions and customer service strengthen your bank’s infrastructure, enabling you to deliver best-in-class banking to your customers.
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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.
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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.
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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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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.
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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.
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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.
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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.
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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 http://www.qwickrate.com or contact Melissa Wallace at melissa.wallace@qwickrate.com.
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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 http://www.raymondjames.com.
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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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RESULTS Technology is a family-owned, award-winning provider of managed IT compliance & cybersecurity services to the banking industry. We provide fully outsourced or supplemental technology services, layered cybersecurity services, backup & business continuity, disaster recovery testing, audit and exam support, employee phish training, multifactor authentication and more. We have been helping community banks reduce risks and achieve operational efficiency for more than 25 years.
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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.
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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.
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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.
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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.
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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.
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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/
Biographical Info
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
Biographical Info
The Capital Corporation is a leading investment banking firm in the Midwest United States and is a part of Country Club Bank, Kansas City, Missouri. The Capital Corporation actively assists community banks with ownership strategic planning, valuations, consulting, mergers and acquisitions. We have successfully led over 360 individual bank and branch sale transactions since 2001. Country Club Financial Services, Inc. dba The Capital Corporation, Member FINRA, SIPC
Biographical Info
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.
Biographical Info
TransFund is a 35-year-old EFT processor and ATM network headquartered in Tulsa, Oklahoma. We offer unique debit card programs to Oklahoma banks including mini debit cards for the key chain, health savings account cards, gift cards, business debit cards, home equity cards, and school pride affinity debit cards. Other features of the network include access to nearly 600 surcharge-free ATMs throughout Oklahoma, on-line real-time processing solutions, excellent fraud prevention tools, a dedicated relationship manager, marketing promotions and support, and one-day turnaround on card production. Our card products, surcharge-free ATMs, and promotions help financial institutions attract new customers and grow!
Biographical Info
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.
Biographical Info
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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Biographical Info
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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Biographical Info
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.
Biographical Info
Versateq, LLC is Oklahoma owned and Oklahoma based. Started by bankers and 25 years later still owned and ran by former or current bankers, Versateq provides the full gamut of operational printing, banking and office supplies, and marketing solutions to banks throughout Oklahoma. Our expertise has allowed us to now work with banks in 28 other states. It’s hard to call us an old-fashioned company when you experience our technology solutions giving you the latest in total supplies management involving ordering, warehousing, distribution, and complex cost center billing. But, you just might call us old-fashioned when you understand our huge commitment to your expense management, high levels of customer service, regular personal on-site visits, and above all, we still believe in life-long customers and relationships.
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Biographical Info
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.
Biographical Info
Wichita National Life Insurance Company is an independent, Oklahoma-owned life insurance company headquartered in Lawton, Oklahoma since 1957. The company specializes in credit insurance products sold through Oklahoma banks (Credit Life, Single Premium, Term Life, Mortgage Protection). VSI, GAP, CPI, Mortgage Flood, etc. are offered through affiliate companies.
