Membership Levels
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Vendor Solutions
Click on a category below to see all vendors for a particular product or service.
Accounting/Auditing Services
Clifton Gunderson LLP |
| Address: |
8215 Greenway Blvd, Ste. 600 |
| |
Middleton, WI 53562 |
| Contact: |
Mike Stoetzel |
| Phone: |
608-662-8600 |
| Fax: |
608-662-9142 |
| Email: |
mike.stoetzel@cliftoncpa.com |
| Website: |
www.cliftoncpa.com |
| Description: |
Clifton Gunderson provides a wide range of assurance, accounting, tax, and consulting services. |
IST Shareholder Services |
| Address: |
209 W. Jackson Blve., Ste 903 |
| |
Chicago, IL 60606 |
| Contact: |
Greg Malatia |
| Phone: |
312-427-2953 |
| Fax: |
312-427-2879 |
| Email: |
greg@ilstk.com |
| Website: |
www.illinoisstocktransfer.com |
| Description: |
Since 1912, IST Shareholder Services has been providing transfer agent services for public and private companies. IST specializes in customized, hands-on service for banks and bank holding companies. |
ACH
Magic-Wrighter Inc. |
| Address: |
1039Three Mile Road N.W. |
| |
Grand Rapids, MI 49544 |
| Contact: |
Robert Wright |
| Phone: |
616-855-0775 |
| Fax: |
616-784-2376 |
| Email: |
bobw@mvpbanking.com |
| Website: |
www.mvpbanking.com |
| Description: |
Nation's Leading Supplier of an Integrated ACH Direct Origination, Internet Payments, IVR, Check 21 Remote Deposit Capture and related electronic transaction services. - CBW Financial Services Preferred Partner |
WACHA |
| Address: |
W177 N9886 Rivercrest Dr., Ste. 112 |
| |
Germantown, WI 53022 |
| Contact: |
Mary Gilmeister |
| Phone: |
262-345-1245 |
| Fax: |
262-345-1246 |
| Email: |
mgilmeister@wacha.org |
| Website: |
www.wacha.org |
| Description: |
ACH Association Serving Wisconsin Financial Institutions |
Actuarial Services
Milliman, Inc. |
| Address: |
15800 Bluemound Road, Ste. 400 |
| |
Brookfield, WI 53005 |
| Contact: |
Kyle Mrotek |
| Phone: |
262-796-3331 |
| Fax: |
262-784-6388 |
| Email: |
kyle.mrotek@milliman.com |
| Description: |
Milliman's credit risk group in Brookfield works with banks, insurers, and investors to provide credit risk analytic services. Milliman also offers a full array of actuarial services. |
Architects/Builders/Interior Design/Construction
La Macchia Group |
| Address: |
157 N. Milwaukee Street |
| |
Milwaukee, WI 53202 |
| Contact: |
Dave Throndson |
| Phone: |
414-223-4400 |
| Fax: |
414-223-4488 |
| Email: |
dave@lamacchiagroup.com |
| Website: |
www.lamacchiagroup.com |
| Description: |
La Macchia Group is a capable, experienced team that provides thorough due diligence, strategic site selection, and creates a brand-centered facility through compelling design and project management. |
The Redmond Company |
| Address: |
W228 N745 Westmound Dr. |
| |
Waukesha, WI 53186 |
| Contact: |
Martin Steinert |
| Phone: |
262-549-9600 |
| Fax: |
262-549-1314 |
| Email: |
msteinert@theredmondco.com |
| Website: |
www.theredmondco.com |
| Description: |
The Redmond Company specializes in Demographic/Market Research, Due Diligence, Site Analysis, Branch Deployment Studies, Design, and Construction Management. |
Asset Liability Management
Wipfli LLP |
| Address: |
3703 Oakwood Hills Parkway |
| |
Eau Claire, WI 54701 |
| Contact: |
Dick Dean |
| Phone: |
800-486-3454 |
| Fax: |
715-832-0475 |
| Email: |
ddean@wipfli.com |
| Website: |
www.wipfli.com |
| Description: |
Wipfli’s Financial Institutions Practice serves more than 400 financial institutions in the upper Midwest. Our mission is to educate, advise, and assist financial institutions in successfully navigating the complex environment they face. Whether your needs include regulatory compliance, profit improvement, risk management, strategic planning/board development, information technology, audit, or tax let our experts assist you. - Gold Level Conference Sponsor - Gold Corporate Member |
The Baker Group |
| Address: |
901 community Drive |
| |
Springfield, IL 62703 |
| Contact: |
Ken Judd |
| Phone: |
888-333-0750 |
| Fax: |
217-241-0838 |
| Email: |
kjudd@gobaker.com |
| Website: |
www.gobaker.com |
| Description: |
The Baker Group is a leader in the development of asset/liability and investment portfolio strategies for community banks. |
Associations
Bank Holding Company Association |
| Address: |
200 Coon Rapids Blvd. NW, Ste. 305 |
| |
Minneapolis, MN 55433-5893 |
| Contact: |
W. Dennie Emmans |
| Phone: |
763-784-3222 |
| Fax: |
763-784-4546 |
| Email: |
wdebhca@aol.com |
| Description: |
Primary mission is to educate bank owners, directors and senior officers on current ownership, legislative and regulatory issues within the financial service industry. |
MRA-The Management Association |
| Address: |
N19 W24400 Riverwood Drive |
| |
Waukesha, WI 53188 |
| Contact: |
Kristine Hillmer |
| Phone: |
262-696-3490 |
| Fax: |
262-696-3491 |
| Email: |
kris.hillmer@mranet.org |
| Website: |
mranet.org |
| Description: |
Employers' Association, Salary Surveys. MRA Helps Organizations Recruit, Retain and Develop Productive Employees Through: HR Information, Training, and Consulting
CBW Financial Services Preferred Partner |
WACHA |
| Address: |
W177 N9886 Rivercrest Dr., Ste. 112 |
| |
Germantown, WI 53022 |
| Contact: |
Mary Gilmeister |
| Phone: |
262-345-1245 |
| Fax: |
262-345-1246 |
| Email: |
mgilmeister@wacha.org |
| Website: |
www.wacha.org |
| Description: |
ACH Association Serving Wisconsin Financial Institutions |
ATM / POS Network
Pulse |
| Address: |
1301 McKinney, Suite 2500 |
| |
Houston, TX 77010 |
| Contact: |
Denise Stigge |
| Phone: |
832-214-0181 |
| Fax: |
832-214-0301 |
| Email: |
dstigge@pulsenetwork.com |
| Website: |
www.pulsenetwork.com |
| Description: |
PULSE, a leading ATM/debit network, serves more than 4,400 financial institutions across the U.S. PULSE links cardholders with ATMs and POS terminals nationwide, and provides international cash access for Diners Club and Discover cardholders, with over 650,000 ATMs in nearly 60 countries, including more than 289,000 U.S. ATMs. Visit www.pulsenetwork.com
Gold Level Conference Sponsor
Gold Corporate Member
CBW Financial Service Debit Card Perferred Provider |
Shazam |
| Address: |
200 Madison Street |
| |
Baraboo, WI 53913 |
| Contact: |
Tim Luger |
| Phone: |
800-490-7284 |
| Fax: |
608-356-8345 |
| Email: |
tluger@shazam.net |
| Website: |
www.shazam.net |
| Description: |
ATM and Debit Card Processor - Shazam offers ATM processing services; Visa Check and Debit Mastercard national debit products including business debit and health savings account (HSA) cards; card authorization services, merchant processing; ACH services and information security solutions. - Silver Level Conference Sponsor - Silver Corporate Member |
ATM / Sales / Service
Edge One, Inc. |
| Address: |
161 Business Park Circle |
| |
Stoughton, WI 53589 |
| Contact: |
Mike Sasse |
| Phone: |
608-873-3311 |
| Fax: |
608-873-3506 |
| Email: |
msasse@edgeone.com |
| Website: |
www.edgeone.com |
| Description: |
Edge One Provides ATM, Armored Service, Technology Solutions to Financial Institutions and Commercial Enterprises Throughout the Midwest. |
NuSource Financial, Inc. |
| Address: |
9749 Hamilton Road |
| |
Eden Prairie, MN 55344 |
| Contact: |
Jon Erpelding |
| Phone: |
608-290-1604 |
| Fax: |
608-743-0934 |
| Email: |
jone@nusourcefinancial.com |
| Website: |
www.nusourcefinancial.com |
| Description: |
ATM Equipment & Maintenance, Kiosk's, & Surrounds. |
ATM Processing
Shazam |
| Address: |
200 Madison Street |
| |
Baraboo, WI 53913 |
| Contact: |
Tim Luger |
| Phone: |
800-490-7284 |
| Fax: |
608-356-8345 |
| Email: |
tluger@shazam.net |
| Website: |
www.shazam.net |
| Description: |
ATM and Debit Card Processor - Shazam offers ATM processing services; Visa Check and Debit Mastercard national debit products including business debit and health savings account (HSA) cards; card authorization services, merchant processing; ACH services and information security solutions. - Silver Level Conference Sponsor - Silver Corporate Member |
Fiserv, Inc. |
| Address: |
325 North Corporate Drive, Ste. 220 |
| |
Brookfield, WI 53045 |
| Contact: |
Kevin Mehl |
| Phone: |
262-879-5743 |
| Fax: |
262-879-6974 |
| Email: |
kevin.mehl@fiserv.com |
| Website: |
www.fiserv.com |
| Description: |
Fiserv, Inc. (NASDAQ: FISV) is the leading global provider of information management and electronic commerce systems for the financial services industry, driving innovation that transforms experiences for financial institutions and their customers. Ranked No. 1 on the FinTech 100 survey of top technology partners to the financial services industry, Fiserv celebrated its 25th year in 2009. |
Edge One, Inc. |
| Address: |
161 Business Park Circle |
| |
Stoughton, WI 53589 |
| Contact: |
Mike Sasse |
| Phone: |
608-873-3311 |
| Fax: |
608-873-3506 |
| Email: |
msasse@edgeone.com |
| Website: |
www.edgeone.com |
| Description: |
Edge One Provides ATM, Armored Service, Technology Solutions to Financial Institutions and Commercial Enterprises Throughout the Midwest. |
Elite Payment Systems |
| Address: |
15417 W. National Ave., Ste. 310 |
| |
New Berlin, WI 53151 |
| Contact: |
John Maciosek |
| Phone: |
262-751-4270 |
| Fax: |
262-364-2033 |
| Email: |
johnm@elitepaymentsystems.com |
| Website: |
www.elitepaymentsystems.com |
| Description: |
Elite Payment Systems Offers Many Superior Check Processing Services, Including Remote Deposit - CBW Financial Services Preferred Partner |
ATM/Armored Car Service
Edge One, Inc. |
| Address: |
161 Business Park Circle |
| |
Stoughton, WI 53589 |
| Contact: |
Mike Sasse |
| Phone: |
608-873-3311 |
| Fax: |
608-873-3506 |
| Email: |
msasse@edgeone.com |
| Website: |
www.edgeone.com |
| Description: |
Edge One Provides ATM, Armored Service, Technology Solutions to Financial Institutions and Commercial Enterprises Throughout the Midwest. |
Audit / Compliance
Wipfli LLP |
| Address: |
3703 Oakwood Hills Parkway |
| |
Eau Claire, WI 54701 |
| Contact: |
Dick Dean |
| Phone: |
800-486-3454 |
| Fax: |
715-832-0475 |
| Email: |
ddean@wipfli.com |
| Website: |
www.wipfli.com |
| Description: |
Wipfli’s Financial Institutions Practice serves more than 400 financial institutions in the upper Midwest. Our mission is to educate, advise, and assist financial institutions in successfully navigating the complex environment they face. Whether your needs include regulatory compliance, profit improvement, risk management, strategic planning/board development, information technology, audit, or tax let our experts assist you. - Gold Level Conference Sponsor - Gold Corporate Member |
Baker Tilly |
| Address: |
115 South 84th Street, Ste. 400 |
| |
Milwaukee, WI 53214 |
| Contact: |
Christine Fenske |
| Phone: |
414-777-5500 |
| Fax: |
414-777-5555 |
| Email: |
cfenske@virchowkrause.com |
| Website: |
www.bakertilly.com |
| Description: |
Audit, Tax, Valuations, Loan Review, and Consulting Firm - Bronze Level Conference Sponsor - Bronze Corporate Member |
Benning Group, LLC |
| Address: |
1809 10th Street |
| |
Monroe, WI 53566 |
| Contact: |
Don Benning |
| Phone: |
608-325-5035 |
| Fax: |
608-328-2843 |
| Email: |
dbenning@benninggroup.com |
| Website: |
www.benninggroup.com |
| Description: |
Audits, Tax Services, Directors Exams, BSA Exams, Internal Audit Functions |
BSA/AML Solutions, Inc. |
| Address: |
26319 W. Boesch Place |
| |
Ingleside, IL 60041 |
| Contact: |
Joseph Gunnell |
| Phone: |
847-973-8140 |
| Fax: |
847-587-8093 |
| Email: |
jjgunnell@comcast.net |
| Website: |
www.bsasolutionsinc.com |
| Description: |
Retired FDIC Bank Examiner (30-years) who specializes in Independent BSA/AML reviews/audits. Problem solver for BSA, AML, and OFAC. Experts in resolving regulatory actions, e.g. Board Resolutions, Memorandum of Understandings and Cease & Desist Orders. |
cbanc Network |
| Address: |
9430 Research Blfd.#4, Ste 400 |
| |
Austin, TX 78759 |
| Contact: |
Myers Dupuy |
| Phone: |
512-685-2068 |
| Fax: |
512-343-8600 |
| Email: |
myers@cbancnetwork.com |
| Website: |
www.cbancnetwork.com |
| Description: |
Online Network of community banks to share best of practices between banks from across the country. |
Lindgren Callihan VanOsdol |
| Address: |
4949 Harrison Ave., Ste. 300 |
| |
Rockford, IL 61109 |
| Contact: |
Dave Schroepfer |
| Phone: |
815-484-5687 |
| Fax: |
847-713-3687 |
| Email: |
dschroepfer@lcvcpa.com |
| Website: |
www.lcvcpa.com |
| Description: |
Audits, Tax Services, Information Systems Assessments, Perimeter Intrusion Testing, ACH Consulting, Loan Review, Compliance, BSA Consulting, Trust Examinations, Direstors' Exams, Merger & Acquisition Assistance, Internal Audit and ALM/Interest Rate Risk Consulting |
Secure Banking Solutions, LLC |
| Address: |
1400 N. Washington Ave., Ste. 103 |
| |
Madison, SD 57042 |
| Contact: |
Nick Podhradsky |
| Phone: |
605-770-3926 |
| Fax: |
612-392-7657 |
| Email: |
Nick@protectmybank.com |
| Website: |
www.protectmybank.com |
| Description: |
IT Audit - Risk Assessment - Policy & Procedure Development - Penetration Testing - Vulnerability Assessment - Business Continuity Planning - Incident Response Planning - Risk Management Consulting - BSA Audit - CBW Financial Services Preferred Partner |
Bank Equipment
Premier Check Printing |
| Address: |
3050 Echo Lake Avenue, Suite 300 |
| |
Mahtomedi, MN 55115 |
| Contact: |
Art Laatsch |
| Phone: |
651-770-9770 |
| Fax: |
651-770-9762 |
| Email: |
alaatsch@premiercheck.com |
| Website: |
www.premiercheck.com |
| Description: |
Premier Check provides the most advanced, cost-effective in-house check printing solution to financial institutions across the Midwest. |
Bank Investments
Fortress Partners, Capital Mgmt. |
| Address: |
700 Walnut Ridge Drive, Ste 200 |
| |
Hartland, WI 53029 |
| Contact: |
Jon Bruss |
| Phone: |
262-369-1095 |
| Fax: |
262-367-5612 |
| Email: |
bruss@fortresspartners.com |
| Website: |
www.fortresspartners.com |
| Description: |
In addition to managing bank investments for institutions and individuals, Fortress Partners provides strategic capital advising for community banks. |
Greenbridge Equity Partners |
| Address: |
4600 W. Schroeder |
| |
Brown Deer, WI 53223 |
| Contact: |
Dick Kinney |
| Phone: |
414-365-5600 |
| Fax: |
414-586-0905 |
| Email: |
dick.kinney@greenbridgepartners.net |
| Description: |
GreenBridge Equity partners markets LIHTC (low-income housing tax credits) that have been issued by WHEDA for acquisition/rehabilitation projects in Wisconsin and Iowa. These projects are backed with solid guarantees and are developed by Cardinal Capital management. |
M&I Capital Markets |
| Address: |
111 E. Kilbourn, Suite 200 |
| |
Milwaukee, WI 53202 |
| Contact: |
Randy Fentzlaff |
| Phone: |
414-212-4200 |
| Fax: |
414-212-4200 |
| Email: |
randy.fentzlaff@micorp.com |
| Website: |
www.micapitalmarkets.com |
| Description: |
Backed by the resources of the largest bank holding company headquartered in Wisconsin, our services include fixed income securities, bank funding products, interest rate protection services, foreign exchange services, investment portfolio consulting, and asset/liability management. |
Northland Securities, Inc. |
| Address: |
2675 Mayfair Road, Suite 550 |
| |
Milwaukee, WI 53226 |
| Contact: |
Linda Knutson |
| Phone: |
866-333-0141 |
| Fax: |
414-727-2594 |
| Email: |
lknutson@northlandsecurities.com |
| Website: |
www.northlandsecurities.com |
| Description: |
Primary underwriter/advisor for local communities engaged in the issuance of bank-qualified municipal securities. As a full-service broker/dealer, provides portfolio "calibration" services to assist community bank portfolio managers in maximizing investment returns. |
PMA Financial Network, Inc. |
| Address: |
2135 CityGate Lane, 7th Floor |
| |
Naperville, IL 60563 |
| Contact: |
James Lutter |
| Phone: |
630-657-6400 |
| Fax: |
630-718-8701 |
| Email: |
jlutter@pmanetwork.com |
| Website: |
pmanetwork.com |
| Description: |
PMA Funding - Preferred Service Provider of the ICBA - is changing the way banks view funding through an advisory approach that includes public funds, brokered deliverable CDs and non-brokered CDs accessed via QuickRate.(pmafunding.com). |
The Baker Group |
| Address: |
901 community Drive |
| |
Springfield, IL 62703 |
| Contact: |
Ken Judd |
| Phone: |
888-333-0750 |
| Fax: |
217-241-0838 |
| Email: |
kjudd@gobaker.com |
| Website: |
www.gobaker.com |
| Description: |
The Baker Group is a leader in the development of asset/liability and investment portfolio strategies for community banks. |
Bank Owned Life Ins. (Boli)
Executive Benefits Network |
| Address: |
626 E. Wisconsin Avenue, #1000 |
| |
Milwaukee, WI 53202 |
| Contact: |
David Fritz |
| Phone: |
414-431-9688 |
| Fax: |
414-431-9689 |
| Email: |
dfritz@ebn-design.com |
| Website: |
ebn-design.com |
| Description: |
Specialists in Executive Compensation and Benefit Planning, Implementation and Performance Reviews of Bank Owned Life Insurance, and Executive Benefit Administration Support Services. - Gold Level Conference Sponsor - Gold Corporate Member - CBW Financial Services Preferred Partner |
Bank Compensation Consulting, Inc. |
| Address: |
1255 W. 15th Street, Suite 830 |
| |
Plano, TX 75075 |
| Contact: |
Kathy Orr Smith |
| Phone: |
972-781-2030 |
| Fax: |
972-398-3009 |
| Email: |
info@bcc-usa.com |
| Description: |
Delivers expertise in Executive/Director Benefit Plans, Compensation Consulting, Bank-Owned Life Insurance (BOLI) and provides quality "Raving Fan" service. |
Clark Consulting |
| Address: |
12727 N. Meadow Circle W |
| |
Mequon, WI 53092 |
| Contact: |
Jamie Boehlke |
| Phone: |
262-242-6227 |
| Fax: |
262-242-6237 |
| Email: |
jamie.boehlke@clarkconsulting.com |
| Website: |
www.clarkconsulting.com |
| Description: |
A Leading Provider of Benefits Consulting, Bank-Owned Life Insurance (BOLI) and Benefit Administration Support Services for the Banking Industry |
Bank Service Provider
Jefferson Wells |
| Address: |
725 Heartland Trail, Ste 207 |
| |
Madison, WI 53717 |
| Contact: |
Missy Helgerson |
| Phone: |
608-828-2720 |
| Fax: |
608-828-2722 |
| Email: |
melissa.helgerson@jeffersonwells.com |
| Website: |
www.jeffersonwells.com |
| Description: |
Jefferson Wells delivers professional services in the areas of risk advisory, tax, and finance and accounting. We serve clients, including Fortune 500, FTSE 350 and Global 1000 companies, through highly experienced professionals working from offices worldwide. |
Benning Group, LLC |
| Address: |
1809 10th Street |
| |
Monroe, WI 53566 |
| Contact: |
Don Benning |
| Phone: |
608-325-5035 |
| Fax: |
608-328-2843 |
| Email: |
dbenning@benninggroup.com |
| Website: |
www.benninggroup.com |
| Description: |
Audits, Tax Services, Directors Exams, BSA Exams, Internal Audit Functions |
Harland Financial Solutions |
| Address: |
605 Crescent Executive Court, #600 |
| |
Lake Mary, FL 32746 |
| Contact: |
Stacey Leone |
| Phone: |
407-804-6653 |
| Fax: |
407-829-6715 |
| Email: |
stacey.leone@harlandfs.com |
| Website: |
www.harlandfinancialsolutions.com |
| Description: |
Harland Financial Solutions supplies software and services to thousands of financial institutions. |
IST Shareholder Services |
| Address: |
209 W. Jackson Blve., Ste 903 |
| |
Chicago, IL 60606 |
| Contact: |
Greg Malatia |
| Phone: |
312-427-2953 |
| Fax: |
312-427-2879 |
| Email: |
greg@ilstk.com |
| Website: |
www.illinoisstocktransfer.com |
| Description: |
Since 1912, IST Shareholder Services has been providing transfer agent services for public and private companies. IST specializes in customized, hands-on service for banks and bank holding companies. |
Lindgren Callihan VanOsdol |
| Address: |
4949 Harrison Ave., Ste. 300 |
| |
Rockford, IL 61109 |
| Contact: |
Dave Schroepfer |
| Phone: |
815-484-5687 |
| Fax: |
847-713-3687 |
| Email: |
dschroepfer@lcvcpa.com |
| Website: |
www.lcvcpa.com |
| Description: |
Audits, Tax Services, Information Systems Assessments, Perimeter Intrusion Testing, ACH Consulting, Loan Review, Compliance, BSA Consulting, Trust Examinations, Direstors' Exams, Merger & Acquisition Assistance, Internal Audit and ALM/Interest Rate Risk Consulting |
Mortgage Assurance Corporation |
| Address: |
1600 Aspen Commons, 9th Fl |
| |
Middleton, WI 53562 |
| Contact: |
Phil Pelanek |
| Phone: |
608-830-2500 |
| Fax: |
608-830-2575 |
| Email: |
ppelanek@macpmi.com |
| Website: |
www.macpmi.com |
| Description: |
We provide private mortgage insurance to homebuyers through a national network of banking institutions. |
Whyte Hirschboeck Dudek S.C. |
| Address: |
33 E. Main Street, Suite 300 |
| |
Madison, WI 53703 |
| Contact: |
Sverre Roang |
| Phone: |
606-255-4440 |
| Fax: |
608-258-7138 |
| Email: |
sroang@whdlaw.com |
| Description: |
Whyte Hirschboeck Dudek S.C. is one of Wisconsin's leading full-service law firms, with 150 professionals based in Milwaukee and Madison. |
Bank Software
cbanc Network |
| Address: |
9430 Research Blfd.#4, Ste 400 |
| |
Austin, TX 78759 |
| Contact: |
Myers Dupuy |
| Phone: |
512-685-2068 |
| Fax: |
512-343-8600 |
| Email: |
myers@cbancnetwork.com |
| Website: |
www.cbancnetwork.com |
| Description: |
Online Network of community banks to share best of practices between banks from across the country. |
Harland Clarke |
| Address: |
10931 Laureate Drive |
| |
San Antonio, TX 78249 |
| Contact: |
Tim Stenlund |
| Phone: |
262-784-7091 |
| Fax: |
262-786-1736 |
| Email: |
tim.stenlund@harlandclarke.com |
| Website: |
www.harlandclarke.com |
| Description: |
Harland Clarke is a provider of check printing solutions as well as many strategic marketing, education, technology, and gift card services. CBW Financial Services Preferred Partner |
Premier Check Printing |
| Address: |
3050 Echo Lake Avenue, Suite 300 |
| |
Mahtomedi, MN 55115 |
| Contact: |
Art Laatsch |
| Phone: |
651-770-9770 |
| Fax: |
651-770-9762 |
| Email: |
alaatsch@premiercheck.com |
| Website: |
www.premiercheck.com |
| Description: |
Premier Check provides the most advanced, cost-effective in-house check printing solution to financial institutions across the Midwest. |
Benefit Consultants
Bank Compensation Consulting, Inc. |
| Address: |
1255 W. 15th Street, Suite 830 |
| |
Plano, TX 75075 |
| Contact: |
Kathy Orr Smith |
| Phone: |
972-781-2030 |
| Fax: |
972-398-3009 |
| Email: |
info@bcc-usa.com |
| Description: |
Delivers expertise in Executive/Director Benefit Plans, Compensation Consulting, Bank-Owned Life Insurance (BOLI) and provides quality "Raving Fan" service. |
EMJAY Corporation |
| Address: |
5001 N. Lydell Avenue |
| |
Glendale, WI 53217-0909 |
| Contact: |
Linda Wimmer |
| Phone: |
800-553-6529 |
| Fax: |
866-569-5056 |
| Email: |
linda.wimmer@retirementpartner.com |
| Website: |
www.emjay.com |
| Description: |
Retirement Plan Administrator/Recordkeeper |
Milliman, Inc. |
| Address: |
15800 Bluemound Road, Ste. 400 |
| |
Brookfield, WI 53005 |
| Contact: |
Kyle Mrotek |
| Phone: |
262-796-3331 |
| Fax: |
262-784-6388 |
| Email: |
kyle.mrotek@milliman.com |
| Description: |
Milliman's credit risk group in Brookfield works with banks, insurers, and investors to provide credit risk analytic services. Milliman also offers a full array of actuarial services. |
Capital Markets
Fed. Home Loan Bank of Chicago |
| Address: |
200 E. Randolph Drive |
| |
Chicago, IL 60601 |
| Contact: |
Chad Brandt |
| Phone: |
312-565-5700 |
| Fax: |
312-565-6938 |
| Email: |
cbrandt@fhlbc.com |
| Website: |
www.fhlbc.com |
| Description: |
Providing liquidity and support of community investment projects to member financial institutions
Bronze Corporate Member
Bronze Corporate Sponsor |
ICBA Securities |
| Address: |
775 Ridge Lake Blvd, Ste. 175 |
| |
Memphis, TN 38120 |
| Contact: |
Jim Reber |
| Phone: |
800-422-6442 |
| Fax: |
901-762-5333 |
| Email: |
jreber@icbasecurities.com |
| Website: |
icbasecurities.com |
| Description: |
ICBA Securities provides community bankers with quality investment products and services at competitive market prices. We provide education, analysis and help community banks select the most suitable securities for their protfolios. CBW Financial Services Preferred Partner |
M&I Capital Markets |
| Address: |
111 E. Kilbourn, Suite 200 |
| |
Milwaukee, WI 53202 |
| Contact: |
Randy Fentzlaff |
| Phone: |
414-212-4200 |
| Fax: |
414-212-4200 |
| Email: |
randy.fentzlaff@micorp.com |
| Website: |
www.micapitalmarkets.com |
| Description: |
Backed by the resources of the largest bank holding company headquartered in Wisconsin, our services include fixed income securities, bank funding products, interest rate protection services, foreign exchange services, investment portfolio consulting, and asset/liability management. |
Northland Securities, Inc. |
| Address: |
2675 Mayfair Road, Suite 550 |
| |
Milwaukee, WI 53226 |
| Contact: |
Linda Knutson |
| Phone: |
866-333-0141 |
| Fax: |
414-727-2594 |
| Email: |
lknutson@northlandsecurities.com |
| Website: |
www.northlandsecurities.com |
| Description: |
Primary underwriter/advisor for local communities engaged in the issuance of bank-qualified municipal securities. As a full-service broker/dealer, provides portfolio "calibration" services to assist community bank portfolio managers in maximizing investment returns. |
The Baker Group |
| Address: |
901 community Drive |
| |
Springfield, IL 62703 |
| Contact: |
Ken Judd |
| Phone: |
888-333-0750 |
| Fax: |
217-241-0838 |
| Email: |
kjudd@gobaker.com |
| Website: |
www.gobaker.com |
| Description: |
The Baker Group is a leader in the development of asset/liability and investment portfolio strategies for community banks. |
Young & Associates, Inc. |
| Address: |
121 E. Main Street, PO Box 711 |
| |
Kent, OH 44240 |
| Contact: |
Jim Kleinfelter |
| Phone: |
330-678-0524 |
| Fax: |
330-678-6219 |
| Email: |
jkleinfelter@younginc.com |
| Website: |
www.younginc.com |
| Description: |
Consulting, Education, and Products for the Community Bank |
Check 21 / Remote Deposit
Edge One, Inc. |
| Address: |
161 Business Park Circle |
| |
Stoughton, WI 53589 |
| Contact: |
Mike Sasse |
| Phone: |
608-873-3311 |
| Fax: |
608-873-3506 |
| Email: |
msasse@edgeone.com |
| Website: |
www.edgeone.com |
| Description: |
Edge One Provides ATM, Armored Service, Technology Solutions to Financial Institutions and Commercial Enterprises Throughout the Midwest. |
Elite Payment Systems |
| Address: |
15417 W. National Ave., Ste. 310 |
| |
New Berlin, WI 53151 |
| Contact: |
John Maciosek |
| Phone: |
262-751-4270 |
| Fax: |
262-364-2033 |
| Email: |
johnm@elitepaymentsystems.com |
| Website: |
www.elitepaymentsystems.com |
| Description: |
Elite Payment Systems Offers Many Superior Check Processing Services, Including Remote Deposit - CBW Financial Services Preferred Partner |
Main Street Checks |
| Address: |
920 19th St. North |
| |
Birmingham, AL 35203 |
| Contact: |
Elizabeth Gray |
| Phone: |
205-323-0278 |
| Fax: |
205-328-3174 |
| Email: |
egray@mschecks.com |
| Website: |
www.mschecks.com |
| Description: |
Main Street Checks is a national full service manufacturer of checks and check related products. We focus solely on the unique needs to the community bank market. Main Street offers a full line of personal, business, specialty, and internal use items. |
Check Imaging / Processing Systems
Fiserv, Inc. |
| Address: |
325 North Corporate Drive, Ste. 220 |
| |
Brookfield, WI 53045 |
| Contact: |
Kevin Mehl |
| Phone: |
262-879-5743 |
| Fax: |
262-879-6974 |
| Email: |
kevin.mehl@fiserv.com |
| Website: |
www.fiserv.com |
| Description: |
Fiserv, Inc. (NASDAQ: FISV) is the leading global provider of information management and electronic commerce systems for the financial services industry, driving innovation that transforms experiences for financial institutions and their customers. Ranked No. 1 on the FinTech 100 survey of top technology partners to the financial services industry, Fiserv celebrated its 25th year in 2009. |
CFC Technology Corporation |
| Address: |
2600 Fernbrook Lane, #138 |
| |
Plymouth, MN 55447 |
| Contact: |
Jay Johnson |
| Phone: |
763-235-5320 |
| Fax: |
763-235-5301 |
| Email: |
jtjohnson@cfctechnology.com |
| Website: |
www.cfctechnology.com |
| Description: |
CFC Technology's mission is to assist banks generate greater revenue from their customer relationships and benefit from more efficient operations. Customers can improve profitability through our technology solutions, services and networks. |
Edge One, Inc. |
| Address: |
161 Business Park Circle |
| |
Stoughton, WI 53589 |
| Contact: |
Mike Sasse |
| Phone: |
608-873-3311 |
| Fax: |
608-873-3506 |
| Email: |
msasse@edgeone.com |
| Website: |
www.edgeone.com |
| Description: |
Edge One Provides ATM, Armored Service, Technology Solutions to Financial Institutions and Commercial Enterprises Throughout the Midwest. |
Main Street Checks |
| Address: |
920 19th St. North |
| |
Birmingham, AL 35203 |
| Contact: |
Elizabeth Gray |
| Phone: |
205-323-0278 |
| Fax: |
205-328-3174 |
| Email: |
egray@mschecks.com |
| Website: |
www.mschecks.com |
| Description: |
Main Street Checks is a national full service manufacturer of checks and check related products. We focus solely on the unique needs to the community bank market. Main Street offers a full line of personal, business, specialty, and internal use items. |
Checks
Harland Clarke |
| Address: |
10931 Laureate Drive |
| |
San Antonio, TX 78249 |
| Contact: |
Tim Stenlund |
| Phone: |
262-784-7091 |
| Fax: |
262-786-1736 |
| Email: |
tim.stenlund@harlandclarke.com |
| Website: |
www.harlandclarke.com |
| Description: |
Harland Clarke is a provider of check printing solutions as well as many strategic marketing, education, technology, and gift card services. CBW Financial Services Preferred Partner |
Checks/Check Processing
Federal Reserve Bank of Minneapolis |
| Address: |
90 Hennepin Avenue |
| |
Minneapolis, MN 55401 |
| Contact: |
Steve Peterson |
| Phone: |
612-204-6933 |
| Fax: |
612-204-6960 |
| Email: |
steve.peterson@mpls.frb.org |
| Website: |
www.frbservices.org |
| Description: |
"FRB provides accessibility & flexibility for a dynamic, evolving industry, including Check 21, FedACH, FedCash, FedWire, National Settlement, Treasury Services, Account Management, and Service Charge information. Visit us at www.frbservices.org, or contact your Account Manager." |
Main Street Checks |
| Address: |
920 19th St. North |
| |
Birmingham, AL 35203 |
| Contact: |
Elizabeth Gray |
| Phone: |
205-323-0278 |
| Fax: |
205-328-3174 |
| Email: |
egray@mschecks.com |
| Website: |
www.mschecks.com |
| Description: |
Main Street Checks is a national full service manufacturer of checks and check related products. We focus solely on the unique needs to the community bank market. Main Street offers a full line of personal, business, specialty, and internal use items. |
Premier Check Printing |
| Address: |
3050 Echo Lake Avenue, Suite 300 |
| |
Mahtomedi, MN 55115 |
| Contact: |
Art Laatsch |
| Phone: |
651-770-9770 |
| Fax: |
651-770-9762 |
| Email: |
alaatsch@premiercheck.com |
| Website: |
www.premiercheck.com |
| Description: |
Premier Check provides the most advanced, cost-effective in-house check printing solution to financial institutions across the Midwest. |
Commercial Insurance
Financial Insurance Admin. |
| Address: |
P.O. Box 8063 |
| |
Madison, WI 53708 |
| Contact: |
Thomas Stanek |
| Phone: |
800-241-5518 |
| Fax: |
608-241-3282 |
| Email: |
tom@finins.net |
| Description: |
Financial Insurance Administrators offers a wide array of insurance products, many of which revolve around the lending department, along with the necessary support and training for the bank's personnel. |
Community Relations
Wisconsin Business Development |
| Address: |
100 River Place, Suite 1 |
| |
Monona, WI 53716 |
| Contact: |
Pamela Rich |
| Phone: |
608-819-0390 |
| Fax: |
608-819-0393 |
| Email: |
prrich@wbd.org |
| Website: |
www.wbd.org |
| Description: |
Partner for SBA Loans and New Market Tax Credits. |
Compliance
Wipfli LLP |
| Address: |
3703 Oakwood Hills Parkway |
| |
Eau Claire, WI 54701 |
| Contact: |
Dick Dean |
| Phone: |
800-486-3454 |
| Fax: |
715-832-0475 |
| Email: |
ddean@wipfli.com |
| Website: |
www.wipfli.com |
| Description: |
Wipfli’s Financial Institutions Practice serves more than 400 financial institutions in the upper Midwest. Our mission is to educate, advise, and assist financial institutions in successfully navigating the complex environment they face. Whether your needs include regulatory compliance, profit improvement, risk management, strategic planning/board development, information technology, audit, or tax let our experts assist you. - Gold Level Conference Sponsor - Gold Corporate Member |
BSA/AML Solutions, Inc. |
| Address: |
26319 W. Boesch Place |
| |
Ingleside, IL 60041 |
| Contact: |
Joseph Gunnell |
| Phone: |
847-973-8140 |
| Fax: |
847-587-8093 |
| Email: |
jjgunnell@comcast.net |
| Website: |
www.bsasolutionsinc.com |
| Description: |
Retired FDIC Bank Examiner (30-years) who specializes in Independent BSA/AML reviews/audits. Problem solver for BSA, AML, and OFAC. Experts in resolving regulatory actions, e.g. Board Resolutions, Memorandum of Understandings and Cease & Desist Orders. |
Clark Consulting |
| Address: |
12727 N. Meadow Circle W |
| |
Mequon, WI 53092 |
| Contact: |
Jamie Boehlke |
| Phone: |
262-242-6227 |
| Fax: |
262-242-6237 |
| Email: |
jamie.boehlke@clarkconsulting.com |
| Website: |
www.clarkconsulting.com |
| Description: |
A Leading Provider of Benefits Consulting, Bank-Owned Life Insurance (BOLI) and Benefit Administration Support Services for the Banking Industry |
Harland Financial Solutions |
| Address: |
605 Crescent Executive Court, #600 |
| |
Lake Mary, FL 32746 |
| Contact: |
Stacey Leone |
| Phone: |
407-804-6653 |
| Fax: |
407-829-6715 |
| Email: |
stacey.leone@harlandfs.com |
| Website: |
www.harlandfinancialsolutions.com |
| Description: |
Harland Financial Solutions supplies software and services to thousands of financial institutions. |
Locknet, Inc. |
| Address: |
3128 South Avenue |
| |
La Crosse, WI 54601 |
| Contact: |
Sara Hurley |
| Phone: |
608-785-7100 |
| Fax: |
608-785-7180 |
| Email: |
shurley@locknet-inc.com |
| Website: |
www.locknet-inc.com |
| Description: |
LOCKNET is an IT solutions provider offering remote backups, network management, and data security, including user friendly dashboards and compliance tools. |
Secure Banking Solutions, LLC |
| Address: |
1400 N. Washington Ave., Ste. 103 |
| |
Madison, SD 57042 |
| Contact: |
Nick Podhradsky |
| Phone: |
605-770-3926 |
| Fax: |
612-392-7657 |
| Email: |
Nick@protectmybank.com |
| Website: |
www.protectmybank.com |
| Description: |
IT Audit - Risk Assessment - Policy & Procedure Development - Penetration Testing - Vulnerability Assessment - Business Continuity Planning - Incident Response Planning - Risk Management Consulting - BSA Audit - CBW Financial Services Preferred Partner |
Young & Associates, Inc. |
| Address: |
121 E. Main Street, PO Box 711 |
| |
Kent, OH 44240 |
| Contact: |
Jim Kleinfelter |
| Phone: |
330-678-0524 |
| Fax: |
330-678-6219 |
| Email: |
jkleinfelter@younginc.com |
| Website: |
www.younginc.com |
| Description: |
Consulting, Education, and Products for the Community Bank |
Computer - Hardware
Coulee Region Solutions |
| Address: |
1717 Saint James Street |
| |
La Crosse, WI 54603 |
| Contact: |
Hugh Steffens |
| Phone: |
608-779-9400 |
| Fax: |
608-779-9401 |
| Email: |
hsteffens@cr-sol.com |
| Website: |
www.cr-sol.com |
| Description: |
CR Solutions provides cost-effective Technology Solutions, including encrypted offsite data backup, network design and implementation services, managed network monitoring and data security services, and a robustly staffed Helpdesk for remote support. |
Premier Check Printing |
| Address: |
3050 Echo Lake Avenue, Suite 300 |
| |
Mahtomedi, MN 55115 |
| Contact: |
Art Laatsch |
| Phone: |
651-770-9770 |
| Fax: |
651-770-9762 |
| Email: |
alaatsch@premiercheck.com |
| Website: |
www.premiercheck.com |
| Description: |
Premier Check provides the most advanced, cost-effective in-house check printing solution to financial institutions across the Midwest. |
Conforming, Jumbo, Government Products
AmeriSave Mortgage Corporation |
| Address: |
1127 Merrill Springs Road |
| |
Madison, WI 53705 |
| Contact: |
John Dubisky |
| Phone: |
404-324-4952 |
| Fax: |
404-424-0444 |
| Email: |
jdubisky@amerisave.com |
| Website: |
www.myamerigo.com |
| Description: |
Amerisave Institutional Lending provides mortgage solutions for FDIC insured institutions. Wouldn't it be great to partner with an investor sophisticated enough to meet all of your secondary market lending needs but nimble enough to stay ahead of the ever-changing marketplace? We build processes around the way you lend. We focus on you so you can focus on the community you serve. |
Crescent Mortgage |
| Address: |
1827 S. Sunkist Circle |
| |
De Pere, WI 54115 |
| Contact: |
Dan Biebel |
| Phone: |
920-336-9663 |
| Fax: |
678-942-4032 |
| Email: |
dbiebel@crescentmortgage.net |
| Website: |
www.crescentexpress.net |
| Description: |
Community bank owned mortgage wholesaler catering to the unique needs of the community banker. |
Construction / Management
The Redmond Company |
| Address: |
W228 N745 Westmound Dr. |
| |
Waukesha, WI 53186 |
| Contact: |
Martin Steinert |
| Phone: |
262-549-9600 |
| Fax: |
262-549-1314 |
| Email: |
msteinert@theredmondco.com |
| Website: |
www.theredmondco.com |
| Description: |
The Redmond Company specializes in Demographic/Market Research, Due Diligence, Site Analysis, Branch Deployment Studies, Design, and Construction Management. |
Consulting Services
Baker Tilly |
| Address: |
115 South 84th Street, Ste. 400 |
| |
Milwaukee, WI 53214 |
| Contact: |
Christine Fenske |
| Phone: |
414-777-5500 |
| Fax: |
414-777-5555 |
| Email: |
cfenske@virchowkrause.com |
| Website: |
www.bakertilly.com |
| Description: |
Audit, Tax, Valuations, Loan Review, and Consulting Firm - Bronze Level Conference Sponsor - Bronze Corporate Member |
La Macchia Group |
| Address: |
157 N. Milwaukee Street |
| |
Milwaukee, WI 53202 |
| Contact: |
Dave Throndson |
| Phone: |
414-223-4400 |
| Fax: |
414-223-4488 |
| Email: |
dave@lamacchiagroup.com |
| Website: |
www.lamacchiagroup.com |
| Description: |
La Macchia Group is a capable, experienced team that provides thorough due diligence, strategic site selection, and creates a brand-centered facility through compelling design and project management. |
McGladrey, Inc. |
| Address: |
8040 Excelsior Drive, Ste. 300 |
| |
Madison, WI 53717 |
| Contact: |
John Behringer |
| Phone: |
608-829-5420 |
| Fax: |
608-833-8195 |
| Email: |
john.behringer@rsmi.com |
| Website: |
www.rsmmcgladrey.com |
| Description: |
National Business Tax, Consulting and Accounting Firm
RMS McGladrey is a leading provider of financially focused services to financial institutions offering tax, accounting and business consulting services. Community banks are one of our core focus segments, which means we have hands-on experience with your industry and key issues. Serving more than 2,000 financial institutions across the country, our clients tell us the difference they see lies in three simple things. Big fish in a small pond philosphy, answers to strategic complex issues, and more partner/managing director interaction. We can show you the difference too. - Gold Level Conference Sponsor - Gold Corporate Member |
Jefferson Wells |
| Address: |
725 Heartland Trail, Ste 207 |
| |
Madison, WI 53717 |
| Contact: |
Missy Helgerson |
| Phone: |
608-828-2720 |
| Fax: |
608-828-2722 |
| Email: |
melissa.helgerson@jeffersonwells.com |
| Website: |
www.jeffersonwells.com |
| Description: |
Jefferson Wells delivers professional services in the areas of risk advisory, tax, and finance and accounting. We serve clients, including Fortune 500, FTSE 350 and Global 1000 companies, through highly experienced professionals working from offices worldwide. |
Bank Compensation Consulting, Inc. |
| Address: |
1255 W. 15th Street, Suite 830 |
| |
Plano, TX 75075 |
| Contact: |
Kathy Orr Smith |
| Phone: |
972-781-2030 |
| Fax: |
972-398-3009 |
| Email: |
info@bcc-usa.com |
| Description: |
Delivers expertise in Executive/Director Benefit Plans, Compensation Consulting, Bank-Owned Life Insurance (BOLI) and provides quality "Raving Fan" service. |
Benning Group, LLC |
| Address: |
1809 10th Street |
| |
Monroe, WI 53566 |
| Contact: |
Don Benning |
| Phone: |
608-325-5035 |
| Fax: |
608-328-2843 |
| Email: |
dbenning@benninggroup.com |
| Website: |
www.benninggroup.com |
| Description: |
Audits, Tax Services, Directors Exams, BSA Exams, Internal Audit Functions |
BSA/AML Solutions, Inc. |
| Address: |
26319 W. Boesch Place |
| |
Ingleside, IL 60041 |
| Contact: |
Joseph Gunnell |
| Phone: |
847-973-8140 |
| Fax: |
847-587-8093 |
| Email: |
jjgunnell@comcast.net |
| Website: |
www.bsasolutionsinc.com |
| Description: |
Retired FDIC Bank Examiner (30-years) who specializes in Independent BSA/AML reviews/audits. Problem solver for BSA, AML, and OFAC. Experts in resolving regulatory actions, e.g. Board Resolutions, Memorandum of Understandings and Cease & Desist Orders. |
cbanc Network |
| Address: |
9430 Research Blfd.#4, Ste 400 |
| |
Austin, TX 78759 |
| Contact: |
Myers Dupuy |
| Phone: |
512-685-2068 |
| Fax: |
512-343-8600 |
| Email: |
myers@cbancnetwork.com |
| Website: |
www.cbancnetwork.com |
| Description: |
Online Network of community banks to share best of practices between banks from across the country. |
Clark Consulting |
| Address: |
12727 N. Meadow Circle W |
| |
Mequon, WI 53092 |
| Contact: |
Jamie Boehlke |
| Phone: |
262-242-6227 |
| Fax: |
262-242-6237 |
| Email: |
jamie.boehlke@clarkconsulting.com |
| Website: |
www.clarkconsulting.com |
| Description: |
A Leading Provider of Benefits Consulting, Bank-Owned Life Insurance (BOLI) and Benefit Administration Support Services for the Banking Industry |
Clifton Gunderson LLP |
| Address: |
8215 Greenway Blvd, Ste. 600 |
| |
Middleton, WI 53562 |
| Contact: |
Mike Stoetzel |
| Phone: |
608-662-8600 |
| Fax: |
608-662-9142 |
| Email: |
mike.stoetzel@cliftoncpa.com |
| Website: |
www.cliftoncpa.com |
| Description: |
Clifton Gunderson provides a wide range of assurance, accounting, tax, and consulting services. |
EMJAY Corporation |
| Address: |
5001 N. Lydell Avenue |
| |
Glendale, WI 53217-0909 |
| Contact: |
Linda Wimmer |
| Phone: |
800-553-6529 |
| Fax: |
866-569-5056 |
| Email: |
linda.wimmer@retirementpartner.com |
| Website: |
www.emjay.com |
| Description: |
Retirement Plan Administrator/Recordkeeper |
Financial Marketing Corporation |
| Address: |
P.O. Box 529 |
| |
Palmyra, WI 53156-0529 |
| Contact: |
Terry Burrington |
| Phone: |
608-732-0382 |
| Email: |
terryburrington@charter.net |
| Website: |
www.terryburrington.com |
| Description: |
Marketing, Advertising and Public Relations Consultant |
Fortress Partners, Capital Mgmt. |
| Address: |
700 Walnut Ridge Drive, Ste 200 |
| |
Hartland, WI 53029 |
| Contact: |
Jon Bruss |
| Phone: |
262-369-1095 |
| Fax: |
262-367-5612 |
| Email: |
bruss@fortresspartners.com |
| Website: |
www.fortresspartners.com |
| Description: |
In addition to managing bank investments for institutions and individuals, Fortress Partners provides strategic capital advising for community banks. |
Lindgren Callihan VanOsdol |
| Address: |
4949 Harrison Ave., Ste. 300 |
| |
Rockford, IL 61109 |
| Contact: |
Dave Schroepfer |
| Phone: |
815-484-5687 |
| Fax: |
847-713-3687 |
| Email: |
dschroepfer@lcvcpa.com |
| Website: |
www.lcvcpa.com |
| Description: |
Audits, Tax Services, Information Systems Assessments, Perimeter Intrusion Testing, ACH Consulting, Loan Review, Compliance, BSA Consulting, Trust Examinations, Direstors' Exams, Merger & Acquisition Assistance, Internal Audit and ALM/Interest Rate Risk Consulting |
M&I Capital Markets |
| Address: |
111 E. Kilbourn, Suite 200 |
| |
Milwaukee, WI 53202 |
| Contact: |
Randy Fentzlaff |
| Phone: |
414-212-4200 |
| Fax: |
414-212-4200 |
| Email: |
randy.fentzlaff@micorp.com |
| Website: |
www.micapitalmarkets.com |
| Description: |
Backed by the resources of the largest bank holding company headquartered in Wisconsin, our services include fixed income securities, bank funding products, interest rate protection services, foreign exchange services, investment portfolio consulting, and asset/liability management. |
Milliman, Inc. |
| Address: |
15800 Bluemound Road, Ste. 400 |
| |
Brookfield, WI 53005 |
| Contact: |
Kyle Mrotek |
| Phone: |
262-796-3331 |
| Fax: |
262-784-6388 |
| Email: |
kyle.mrotek@milliman.com |
| Description: |
Milliman's credit risk group in Brookfield works with banks, insurers, and investors to provide credit risk analytic services. Milliman also offers a full array of actuarial services. |
MRA-The Management Association |
| Address: |
N19 W24400 Riverwood Drive |
| |
Waukesha, WI 53188 |
| Contact: |
Kristine Hillmer |
| Phone: |
262-696-3490 |
| Fax: |
262-696-3491 |
| Email: |
kris.hillmer@mranet.org |
| Website: |
mranet.org |
| Description: |
Employers' Association, Salary Surveys. MRA Helps Organizations Recruit, Retain and Develop Productive Employees Through: HR Information, Training, and Consulting
CBW Financial Services Preferred Partner |
Secure Banking Solutions, LLC |
| Address: |
1400 N. Washington Ave., Ste. 103 |
| |
Madison, SD 57042 |
| Contact: |
Nick Podhradsky |
| Phone: |
605-770-3926 |
| Fax: |
612-392-7657 |
| Email: |
Nick@protectmybank.com |
| Website: |
www.protectmybank.com |
| Description: |
IT Audit - Risk Assessment - Policy & Procedure Development - Penetration Testing - Vulnerability Assessment - Business Continuity Planning - Incident Response Planning - Risk Management Consulting - BSA Audit - CBW Financial Services Preferred Partner |
The Redmond Company |
| Address: |
W228 N745 Westmound Dr. |
| |
Waukesha, WI 53186 |
| Contact: |
Martin Steinert |
| Phone: |
262-549-9600 |
| Fax: |
262-549-1314 |
| Email: |
msteinert@theredmondco.com |
| Website: |
www.theredmondco.com |
| Description: |
The Redmond Company specializes in Demographic/Market Research, Due Diligence, Site Analysis, Branch Deployment Studies, Design, and Construction Management. |
Whyte Hirschboeck Dudek S.C. |
| Address: |
33 E. Main Street, Suite 300 |
| |
Madison, WI 53703 |
| Contact: |
Sverre Roang |
| Phone: |
606-255-4440 |
| Fax: |
608-258-7138 |
| Email: |
sroang@whdlaw.com |
| Description: |
Whyte Hirschboeck Dudek S.C. is one of Wisconsin's leading full-service law firms, with 150 professionals based in Milwaukee and Madison. |
Wisconsin Business Development |
| Address: |
100 River Place, Suite 1 |
| |
Monona, WI 53716 |
| Contact: |
Pamela Rich |
| Phone: |
608-819-0390 |
| Fax: |
608-819-0393 |
| Email: |
prrich@wbd.org |
| Website: |
www.wbd.org |
| Description: |
Partner for SBA Loans and New Market Tax Credits. |
Young & Associates, Inc. |
| Address: |
121 E. Main Street, PO Box 711 |
| |
Kent, OH 44240 |
| Contact: |
Jim Kleinfelter |
| Phone: |
330-678-0524 |
| Fax: |
330-678-6219 |
| Email: |
jkleinfelter@younginc.com |
| Website: |
www.younginc.com |
| Description: |
Consulting, Education, and Products for the Community Bank |
Core / Data Processing
Fiserv, Inc. |
| Address: |
325 North Corporate Drive, Ste. 220 |
| |
Brookfield, WI 53045 |
| Contact: |
Kevin Mehl |
| Phone: |
262-879-5743 |
| Fax: |
262-879-6974 |
| Email: |
kevin.mehl@fiserv.com |
| Website: |
www.fiserv.com |
| Description: |
Fiserv, Inc. (NASDAQ: FISV) is the leading global provider of information management and electronic commerce systems for the financial services industry, driving innovation that transforms experiences for financial institutions and their customers. Ranked No. 1 on the FinTech 100 survey of top technology partners to the financial services industry, Fiserv celebrated its 25th year in 2009. |
FIS |
| Address: |
4900 W. Brown Deer Road |
| |
Milwaukee, WI 53223 |
| Contact: |
Michelle Przybylski |
| Phone: |
800-822-6758 |
| Fax: |
414-586-8114 |
| Email: |
michelle.przybylski@fisglobal.com |
| Website: |
www.fisglobal.com |
| Description: |
A leading global provider of banking and payments technologies, FIS provides financial institution core processing, and card issuer and transaction processing services, including the NYCE Network to more than 14,000 financial institutions and businesses in more than 90 countries worldwide. |
Harland Financial Solutions |
| Address: |
605 Crescent Executive Court, #600 |
| |
Lake Mary, FL 32746 |
| Contact: |
Stacey Leone |
| Phone: |
407-804-6653 |
| Fax: |
407-829-6715 |
| Email: |
stacey.leone@harlandfs.com |
| Website: |
www.harlandfinancialsolutions.com |
| Description: |
Harland Financial Solutions supplies software and services to thousands of financial institutions. |
Correspondent Banking
Quicken Loans Mortgage Services |
| Address: |
311 Cambridge Dr. |
| |
Geneva, IL 60134 |
| Contact: |
Andy Steben |
| Phone: |
734-737-2668 |
| Fax: |
734-386-3910 |
| Email: |
andysteben@quickenloans.com |
| Website: |
www.qlmortgageservices.com |
| Description: |
Quicken Loans Mortgage Services (QLMS) is a division of Quicken Loans that offers community banks a non-depository mortgage outlet that delivers best in class technology, product, pricing, and service levels. |
Credit Card Processor
Elite Payment Systems |
| Address: |
15417 W. National Ave., Ste. 310 |
| |
New Berlin, WI 53151 |
| Contact: |
John Maciosek |
| Phone: |
262-751-4270 |
| Fax: |
262-364-2033 |
| Email: |
johnm@elitepaymentsystems.com |
| Website: |
www.elitepaymentsystems.com |
| Description: |
Elite Payment Systems Offers Many Superior Check Processing Services, Including Remote Deposit - CBW Financial Services Preferred Partner |
Credit Cards
Harland Clarke |
| Address: |
10931 Laureate Drive |
| |
San Antonio, TX 78249 |
| Contact: |
Tim Stenlund |
| Phone: |
262-784-7091 |
| Fax: |
262-786-1736 |
| Email: |
tim.stenlund@harlandclarke.com |
| Website: |
www.harlandclarke.com |
| Description: |
Harland Clarke is a provider of check printing solutions as well as many strategic marketing, education, technology, and gift card services. CBW Financial Services Preferred Partner |
ICBA Bancard |
| Address: |
1615 L St. NW, #900 |
| |
Washington, DC 20036-5610 |
| Contact: |
Client Relations |
| Phone: |
800-242-4770 |
| Fax: |
202-659-3606 |
| Email: |
bancard@icba.org |
| Website: |
www.icbabancard.org |
| Description: |
ICBA Bancard/TCM Bank provides community banks access to comprehensive and competitive electronic payment solutions, including credit card issuing, debit/ATM card programs for both consumers and small businesses. CBW Financial Services Preferred Partner |
Credit Life Insurance
ICBA Reinsurance |
| Address: |
1615 L Street NW, Ste 900 |
| |
Washington, DC 20036 |
| Contact: |
Steve Ello |
| Phone: |
888-790-6625 |
| Email: |
reinsurance!@icba.org |
| Description: |
With exclusive relationships with national insurance provider's, community banks gain access to life and disability insurance coverage's to meet virtually any borrowing need. CBW Financial Services Preferred Partner |
Debit Cards
Pulse |
| Address: |
1301 McKinney, Suite 2500 |
| |
Houston, TX 77010 |
| Contact: |
Denise Stigge |
| Phone: |
832-214-0181 |
| Fax: |
832-214-0301 |
| Email: |
dstigge@pulsenetwork.com |
| Website: |
www.pulsenetwork.com |
| Description: |
PULSE, a leading ATM/debit network, serves more than 4,400 financial institutions across the U.S. PULSE links cardholders with ATMs and POS terminals nationwide, and provides international cash access for Diners Club and Discover cardholders, with over 650,000 ATMs in nearly 60 countries, including more than 289,000 U.S. ATMs. Visit www.pulsenetwork.com
Gold Level Conference Sponsor
Gold Corporate Member
CBW Financial Service Debit Card Perferred Provider |
Harland Clarke |
| Address: |
10931 Laureate Drive |
| |
San Antonio, TX 78249 |
| Contact: |
Tim Stenlund |
| Phone: |
262-784-7091 |
| Fax: |
262-786-1736 |
| Email: |
tim.stenlund@harlandclarke.com |
| Website: |
www.harlandclarke.com |
| Description: |
Harland Clarke is a provider of check printing solutions as well as many strategic marketing, education, technology, and gift card services. CBW Financial Services Preferred Partner |
ICBA Bancard |
| Address: |
1615 L St. NW, #900 |
| |
Washington, DC 20036-5610 |
| Contact: |
Client Relations |
| Phone: |
800-242-4770 |
| Fax: |
202-659-3606 |
| Email: |
bancard@icba.org |
| Website: |
www.icbabancard.org |
| Description: |
ICBA Bancard/TCM Bank provides community banks access to comprehensive and competitive electronic payment solutions, including credit card issuing, debit/ATM card programs for both consumers and small businesses. CBW Financial Services Preferred Partner |
Debit Network
Pulse |
| Address: |
1301 McKinney, Suite 2500 |
| |
Houston, TX 77010 |
| Contact: |
Denise Stigge |
| Phone: |
832-214-0181 |
| Fax: |
832-214-0301 |
| Email: |
dstigge@pulsenetwork.com |
| Website: |
www.pulsenetwork.com |
| Description: |
PULSE, a leading ATM/debit network, serves more than 4,400 financial institutions across the U.S. PULSE links cardholders with ATMs and POS terminals nationwide, and provides international cash access for Diners Club and Discover cardholders, with over 650,000 ATMs in nearly 60 countries, including more than 289,000 U.S. ATMs. Visit www.pulsenetwork.com
Gold Level Conference Sponsor
Gold Corporate Member
CBW Financial Service Debit Card Perferred Provider |
Shazam |
| Address: |
200 Madison Street |
| |
Baraboo, WI 53913 |
| Contact: |
Tim Luger |
| Phone: |
800-490-7284 |
| Fax: |
608-356-8345 |
| Email: |
tluger@shazam.net |
| Website: |
www.shazam.net |
| Description: |
ATM and Debit Card Processor - Shazam offers ATM processing services; Visa Check and Debit Mastercard national debit products including business debit and health savings account (HSA) cards; card authorization services, merchant processing; ACH services and information security solutions. - Silver Level Conference Sponsor - Silver Corporate Member |
Design/Build
The Redmond Company |
| Address: |
W228 N745 Westmound Dr. |
| |
Waukesha, WI 53186 |
| Contact: |
Martin Steinert |
| Phone: |
262-549-9600 |
| Fax: |
262-549-1314 |
| Email: |
msteinert@theredmondco.com |
| Website: |
www.theredmondco.com |
| Description: |
The Redmond Company specializes in Demographic/Market Research, Due Diligence, Site Analysis, Branch Deployment Studies, Design, and Construction Management. |
Disaster Recovery
Coulee Region Solutions |
| Address: |
1717 Saint James Street |
| |
La Crosse, WI 54603 |
| Contact: |
Hugh Steffens |
| Phone: |
608-779-9400 |
| Fax: |
608-779-9401 |
| Email: |
hsteffens@cr-sol.com |
| Website: |
www.cr-sol.com |
| Description: |
CR Solutions provides cost-effective Technology Solutions, including encrypted offsite data backup, network design and implementation services, managed network monitoring and data security services, and a robustly staffed Helpdesk for remote support. |
Economic Development
WHEDA |
| Address: |
140 South 1st St., Ste. 200 |
| |
Milwaukee, WI 53204 |
| Contact: |
John Schultz |
| Phone: |
414-227-4039 |
| Fax: |
414-227-4704 |
| Email: |
john.schultz@wheda.com |
| Website: |
www.wheda.com |
| Description: |
WHEDA is dedicated to helping Wisconsin communities with their housing needs and has been a leader in assisting low- and middle-income people obtain affordable housing. |
Education
Bank Holding Company Association |
| Address: |
200 Coon Rapids Blvd. NW, Ste. 305 |
| |
Minneapolis, MN 55433-5893 |
| Contact: |
W. Dennie Emmans |
| Phone: |
763-784-3222 |
| Fax: |
763-784-4546 |
| Email: |
wdebhca@aol.com |
| Description: |
Primary mission is to educate bank owners, directors and senior officers on current ownership, legislative and regulatory issues within the financial service industry. |
Center for Financial Training |
| Address: |
177 E. Silver Spring Drive, Ste. 201 |
| |
Whitefish Bay, WI 53217 |
| Contact: |
Beverly Klug |
| Phone: |
414-332-6468 |
| Fax: |
414-332-6478 |
| Email: |
beverly@cftncs.org |
| Website: |
www.cftncs.org |
| Description: |
Provides Quality Education to Meet the Needs of Community Banks and Their Employees - From Novice to Seasoned Bank Professionals - Bronze Level Conference Sponsor |
Young & Associates, Inc. |
| Address: |
121 E. Main Street, PO Box 711 |
| |
Kent, OH 44240 |
| Contact: |
Jim Kleinfelter |
| Phone: |
330-678-0524 |
| Fax: |
330-678-6219 |
| Email: |
jkleinfelter@younginc.com |
| Website: |
www.younginc.com |
| Description: |
Consulting, Education, and Products for the Community Bank |
EFT
Pulse |
| Address: |
1301 McKinney, Suite 2500 |
| |
Houston, TX 77010 |
| Contact: |
Denise Stigge |
| Phone: |
832-214-0181 |
| Fax: |
832-214-0301 |
| Email: |
dstigge@pulsenetwork.com |
| Website: |
www.pulsenetwork.com |
| Description: |
PULSE, a leading ATM/debit network, serves more than 4,400 financial institutions across the U.S. PULSE links cardholders with ATMs and POS terminals nationwide, and provides international cash access for Diners Club and Discover cardholders, with over 650,000 ATMs in nearly 60 countries, including more than 289,000 U.S. ATMs. Visit www.pulsenetwork.com
Gold Level Conference Sponsor
Gold Corporate Member
CBW Financial Service Debit Card Perferred Provider |
Shazam |
| Address: |
200 Madison Street |
| |
Baraboo, WI 53913 |
| Contact: |
Tim Luger |
| Phone: |
800-490-7284 |
| Fax: |
608-356-8345 |
| Email: |
tluger@shazam.net |
| Website: |
www.shazam.net |
| Description: |
ATM and Debit Card Processor - Shazam offers ATM processing services; Visa Check and Debit Mastercard national debit products including business debit and health savings account (HSA) cards; card authorization services, merchant processing; ACH services and information security solutions. - Silver Level Conference Sponsor - Silver Corporate Member |
Electronic Payment Services
Pulse |
| Address: |
1301 McKinney, Suite 2500 |
| |
Houston, TX 77010 |
| Contact: |
Denise Stigge |
| Phone: |
832-214-0181 |
| Fax: |
832-214-0301 |
| Email: |
dstigge@pulsenetwork.com |
| Website: |
www.pulsenetwork.com |
| Description: |
PULSE, a leading ATM/debit network, serves more than 4,400 financial institutions across the U.S. PULSE links cardholders with ATMs and POS terminals nationwide, and provides international cash access for Diners Club and Discover cardholders, with over 650,000 ATMs in nearly 60 countries, including more than 289,000 U.S. ATMs. Visit www.pulsenetwork.com
Gold Level Conference Sponsor
Gold Corporate Member
CBW Financial Service Debit Card Perferred Provider |
Shazam |
| Address: |
200 Madison Street |
| |
Baraboo, WI 53913 |
| Contact: |
Tim Luger |
| Phone: |
800-490-7284 |
| Fax: |
608-356-8345 |
| Email: |
tluger@shazam.net |
| Website: |
www.shazam.net |
| Description: |
ATM and Debit Card Processor - Shazam offers ATM processing services; Visa Check and Debit Mastercard national debit products including business debit and health savings account (HSA) cards; card authorization services, merchant processing; ACH services and information security solutions. - Silver Level Conference Sponsor - Silver Corporate Member |
Fiserv, Inc. |
| Address: |
325 North Corporate Drive, Ste. 220 |
| |
Brookfield, WI 53045 |
| Contact: |
Kevin Mehl |
| Phone: |
262-879-5743 |
| Fax: |
262-879-6974 |
| Email: |
kevin.mehl@fiserv.com |
| Website: |
www.fiserv.com |
| Description: |
Fiserv, Inc. (NASDAQ: FISV) is the leading global provider of information management and electronic commerce systems for the financial services industry, driving innovation that transforms experiences for financial institutions and their customers. Ranked No. 1 on the FinTech 100 survey of top technology partners to the financial services industry, Fiserv celebrated its 25th year in 2009. |
Elite Payment Systems |
| Address: |
15417 W. National Ave., Ste. 310 |
| |
New Berlin, WI 53151 |
| Contact: |
John Maciosek |
| Phone: |
262-751-4270 |
| Fax: |
262-364-2033 |
| Email: |
johnm@elitepaymentsystems.com |
| Website: |
www.elitepaymentsystems.com |
| Description: |
Elite Payment Systems Offers Many Superior Check Processing Services, Including Remote Deposit - CBW Financial Services Preferred Partner |
Federal Reserve Bank of Minneapolis |
| Address: |
90 Hennepin Avenue |
| |
Minneapolis, MN 55401 |
| Contact: |
Steve Peterson |
| Phone: |
612-204-6933 |
| Fax: |
612-204-6960 |
| Email: |
steve.peterson@mpls.frb.org |
| Website: |
www.frbservices.org |
| Description: |
"FRB provides accessibility & flexibility for a dynamic, evolving industry, including Check 21, FedACH, FedCash, FedWire, National Settlement, Treasury Services, Account Management, and Service Charge information. Visit us at www.frbservices.org, or contact your Account Manager." |
Employee Benefits
Executive Benefits Network |
| Address: |
626 E. Wisconsin Avenue, #1000 |
| |
Milwaukee, WI 53202 |
| Contact: |
David Fritz |
| Phone: |
414-431-9688 |
| Fax: |
414-431-9689 |
| Email: |
dfritz@ebn-design.com |
| Website: |
ebn-design.com |
| Description: |
Specialists in Executive Compensation and Benefit Planning, Implementation and Performance Reviews of Bank Owned Life Insurance, and Executive Benefit Administration Support Services. - Gold Level Conference Sponsor - Gold Corporate Member - CBW Financial Services Preferred Partner |
Bank Compensation Consulting, Inc. |
| Address: |
1255 W. 15th Street, Suite 830 |
| |
Plano, TX 75075 |
| Contact: |
Kathy Orr Smith |
| Phone: |
972-781-2030 |
| Fax: |
972-398-3009 |
| Email: |
info@bcc-usa.com |
| Description: |
Delivers expertise in Executive/Director Benefit Plans, Compensation Consulting, Bank-Owned Life Insurance (BOLI) and provides quality "Raving Fan" service. |
Financial Insurance Admin. |
| Address: |
P.O. Box 8063 |
| |
Madison, WI 53708 |
| Contact: |
Thomas Stanek |
| Phone: |
800-241-5518 |
| Fax: |
608-241-3282 |
| Email: |
tom@finins.net |
| Description: |
Financial Insurance Administrators offers a wide array of insurance products, many of which revolve around the lending department, along with the necessary support and training for the bank's personnel. |
Milliman, Inc. |
| Address: |
15800 Bluemound Road, Ste. 400 |
| |
Brookfield, WI 53005 |
| Contact: |
Kyle Mrotek |
| Phone: |
262-796-3331 |
| Fax: |
262-784-6388 |
| Email: |
kyle.mrotek@milliman.com |
| Description: |
Milliman's credit risk group in Brookfield works with banks, insurers, and investors to provide credit risk analytic services. Milliman also offers a full array of actuarial services. |
Whyte Hirschboeck Dudek S.C. |
| Address: |
33 E. Main Street, Suite 300 |
| |
Madison, WI 53703 |
| Contact: |
Sverre Roang |
| Phone: |
606-255-4440 |
| Fax: |
608-258-7138 |
| Email: |
sroang@whdlaw.com |
| Description: |
Whyte Hirschboeck Dudek S.C. is one of Wisconsin's leading full-service law firms, with 150 professionals based in Milwaukee and Madison. |
Environmental Due Diligence
Environmental Data Resources |
| Address: |
440 Wheeleers Farms Road |
| |
Milford, CT 06461 |
| Contact: |
Michael Benz |
| Phone: |
800-282-2979 |
| Fax: |
203-783-0310 |
| Email: |
mbenz@edrnet.com |
| Website: |
www.edrnet.com |
| Description: |
EDR provides solutions for lending institutions that make environmental due diligence on small balance loans & low risk properties easy. |
The Redmond Company |
| Address: |
W228 N745 Westmound Dr. |
| |
Waukesha, WI 53186 |
| Contact: |
Martin Steinert |
| Phone: |
262-549-9600 |
| Fax: |
262-549-1314 |
| Email: |
msteinert@theredmondco.com |
| Website: |
www.theredmondco.com |
| Description: |
The Redmond Company specializes in Demographic/Market Research, Due Diligence, Site Analysis, Branch Deployment Studies, Design, and Construction Management. |
Whyte Hirschboeck Dudek S.C. |
| Address: |
33 E. Main Street, Suite 300 |
| |
Madison, WI 53703 |
| Contact: |
Sverre Roang |
| Phone: |
606-255-4440 |
| Fax: |
608-258-7138 |
| Email: |
sroang@whdlaw.com |
| Description: |
Whyte Hirschboeck Dudek S.C. is one of Wisconsin's leading full-service law firms, with 150 professionals based in Milwaukee and Madison. |
E-Recording
Simplifile |
| Address: |
385 Oak Manor Drive |
| |
Oshkosh, WI 54904 |
| Contact: |
Mark Moats |
| Phone: |
800-460-5657 |
| Fax: |
801-373-1417 |
| Email: |
mark.moats@simplifile.com |
| Website: |
www.simplifile.com |
| Description: |
"Simplifile is the leading provider of electronic recording (e-recording) services. Visit www.simplifile.com to learn how e-recording saves you time and money." |
Executive Compensation and Benefits
Wipfli LLP |
| Address: |
3703 Oakwood Hills Parkway |
| |
Eau Claire, WI 54701 |
| Contact: |
Dick Dean |
| Phone: |
800-486-3454 |
| Fax: |
715-832-0475 |
| Email: |
ddean@wipfli.com |
| Website: |
www.wipfli.com |
| Description: |
Wipfli’s Financial Institutions Practice serves more than 400 financial institutions in the upper Midwest. Our mission is to educate, advise, and assist financial institutions in successfully navigating the complex environment they face. Whether your needs include regulatory compliance, profit improvement, risk management, strategic planning/board development, information technology, audit, or tax let our experts assist you. - Gold Level Conference Sponsor - Gold Corporate Member |
Executive Benefits Network |
| Address: |
626 E. Wisconsin Avenue, #1000 |
| |
Milwaukee, WI 53202 |
| Contact: |
David Fritz |
| Phone: |
414-431-9688 |
| Fax: |
414-431-9689 |
| Email: |
dfritz@ebn-design.com |
| Website: |
ebn-design.com |
| Description: |
Specialists in Executive Compensation and Benefit Planning, Implementation and Performance Reviews of Bank Owned Life Insurance, and Executive Benefit Administration Support Services. - Gold Level Conference Sponsor - Gold Corporate Member - CBW Financial Services Preferred Partner |
Bank Compensation Consulting, Inc. |
| Address: |
1255 W. 15th Street, Suite 830 |
| |
Plano, TX 75075 |
| Contact: |
Kathy Orr Smith |
| Phone: |
972-781-2030 |
| Fax: |
972-398-3009 |
| Email: |
info@bcc-usa.com |
| Description: |
Delivers expertise in Executive/Director Benefit Plans, Compensation Consulting, Bank-Owned Life Insurance (BOLI) and provides quality "Raving Fan" service. |
Clark Consulting |
| Address: |
12727 N. Meadow Circle W |
| |
Mequon, WI 53092 |
| Contact: |
Jamie Boehlke |
| Phone: |
262-242-6227 |
| Fax: |
262-242-6237 |
| Email: |
jamie.boehlke@clarkconsulting.com |
| Website: |
www.clarkconsulting.com |
| Description: |
A Leading Provider of Benefits Consulting, Bank-Owned Life Insurance (BOLI) and Benefit Administration Support Services for the Banking Industry |
Whyte Hirschboeck Dudek S.C. |
| Address: |
33 E. Main Street, Suite 300 |
| |
Madison, WI 53703 |
| Contact: |
Sverre Roang |
| Phone: |
606-255-4440 |
| Fax: |
608-258-7138 |
| Email: |
sroang@whdlaw.com |
| Description: |
Whyte Hirschboeck Dudek S.C. is one of Wisconsin's leading full-service law firms, with 150 professionals based in Milwaukee and Madison. |
Fed Funds Sweep Account
Zions Correspondent Banking |
| Address: |
One South Main, 15th Floor |
| |
Salt Lake, Ut 84133 |
| Contact: |
Mike Jensen |
| Phone: |
801-844-7846 |
| Fax: |
801-320-9920 |
| Email: |
michael.jensen@zionsbank.com |
| Website: |
zionscbg.com |
| Description: |
Zions Bank Correspondent Banking has been serving community banks for more than 100 years. If your community bank is looking for an additional Fed Funds line, please feel free to contact us at 1-800-737-6470 |
Fee Income
Financial Insurance Admin. |
| Address: |
P.O. Box 8063 |
| |
Madison, WI 53708 |
| Contact: |
Thomas Stanek |
| Phone: |
800-241-5518 |
| Fax: |
608-241-3282 |
| Email: |
tom@finins.net |
| Description: |
Financial Insurance Administrators offers a wide array of insurance products, many of which revolve around the lending department, along with the necessary support and training for the bank's personnel. |
Financial Consulting
Executive Benefits Network |
| Address: |
626 E. Wisconsin Avenue, #1000 |
| |
Milwaukee, WI 53202 |
| Contact: |
David Fritz |
| Phone: |
414-431-9688 |
| Fax: |
414-431-9689 |
| Email: |
dfritz@ebn-design.com |
| Website: |
ebn-design.com |
| Description: |
Specialists in Executive Compensation and Benefit Planning, Implementation and Performance Reviews of Bank Owned Life Insurance, and Executive Benefit Administration Support Services. - Gold Level Conference Sponsor - Gold Corporate Member - CBW Financial Services Preferred Partner |
Fortress Partners, Capital Mgmt. |
| Address: |
700 Walnut Ridge Drive, Ste 200 |
| |
Hartland, WI 53029 |
| Contact: |
Jon Bruss |
| Phone: |
262-369-1095 |
| Fax: |
262-367-5612 |
| Email: |
bruss@fortresspartners.com |
| Website: |
www.fortresspartners.com |
| Description: |
In addition to managing bank investments for institutions and individuals, Fortress Partners provides strategic capital advising for community banks. |
Wisconsin Business Development |
| Address: |
100 River Place, Suite 1 |
| |
Monona, WI 53716 |
| Contact: |
Pamela Rich |
| Phone: |
608-819-0390 |
| Fax: |
608-819-0393 |
| Email: |
prrich@wbd.org |
| Website: |
www.wbd.org |
| Description: |
Partner for SBA Loans and New Market Tax Credits. |
Fixed Income Securities
Northland Securities, Inc. |
| Address: |
2675 Mayfair Road, Suite 550 |
| |
Milwaukee, WI 53226 |
| Contact: |
Linda Knutson |
| Phone: |
866-333-0141 |
| Fax: |
414-727-2594 |
| Email: |
lknutson@northlandsecurities.com |
| Website: |
www.northlandsecurities.com |
| Description: |
Primary underwriter/advisor for local communities engaged in the issuance of bank-qualified municipal securities. As a full-service broker/dealer, provides portfolio "calibration" services to assist community bank portfolio managers in maximizing investment returns. |
Zions Correspondent Banking |
| Address: |
One South Main, 15th Floor |
| |
Salt Lake, Ut 84133 |
| Contact: |
Mike Jensen |
| Phone: |
801-844-7846 |
| Fax: |
801-320-9920 |
| Email: |
michael.jensen@zionsbank.com |
| Website: |
zionscbg.com |
| Description: |
Zions Bank Correspondent Banking has been serving community banks for more than 100 years. If your community bank is looking for an additional Fed Funds line, please feel free to contact us at 1-800-737-6470 |
Flood Hazard Determination
INFO-PRO - Mortgage Services |
| Address: |
55 S. Main Street |
| |
Fond du Lac, WI 54935 |
| Contact: |
Alex Kowalski |
| Phone: |
920-924-9200 |
| Fax: |
920-924-9219 |
| Email: |
akowalski@ipmortgageservices.com |
| Website: |
www.ipmortgageservices.com |
| Description: |
Wisconsin-based provider of real estate tax services and flood zone determinations. |
Funding
PMA Financial Network, Inc. |
| Address: |
2135 CityGate Lane, 7th Floor |
| |
Naperville, IL 60563 |
| Contact: |
James Lutter |
| Phone: |
630-657-6400 |
| Fax: |
630-718-8701 |
| Email: |
jlutter@pmanetwork.com |
| Website: |
pmanetwork.com |
| Description: |
PMA Funding - Preferred Service Provider of the ICBA - is changing the way banks view funding through an advisory approach that includes public funds, brokered deliverable CDs and non-brokered CDs accessed via QuickRate.(pmafunding.com). |
Wisconsin Business Development |
| Address: |
100 River Place, Suite 1 |
| |
Monona, WI 53716 |
| Contact: |
Pamela Rich |
| Phone: |
608-819-0390 |
| Fax: |
608-819-0393 |
| Email: |
prrich@wbd.org |
| Website: |
www.wbd.org |
| Description: |
Partner for SBA Loans and New Market Tax Credits. |
Image Clearing
Zions Correspondent Banking |
| Address: |
One South Main, 15th Floor |
| |
Salt Lake, Ut 84133 |
| Contact: |
Mike Jensen |
| Phone: |
801-844-7846 |
| Fax: |
801-320-9920 |
| Email: |
michael.jensen@zionsbank.com |
| Website: |
zionscbg.com |
| Description: |
Zions Bank Correspondent Banking has been serving community banks for more than 100 years. If your community bank is looking for an additional Fed Funds line, please feel free to contact us at 1-800-737-6470 |
Information Technology
Wipfli LLP |
| Address: |
3703 Oakwood Hills Parkway |
| |
Eau Claire, WI 54701 |
| Contact: |
Dick Dean |
| Phone: |
800-486-3454 |
| Fax: |
715-832-0475 |
| Email: |
ddean@wipfli.com |
| Website: |
www.wipfli.com |
| Description: |
Wipfli’s Financial Institutions Practice serves more than 400 financial institutions in the upper Midwest. Our mission is to educate, advise, and assist financial institutions in successfully navigating the complex environment they face. Whether your needs include regulatory compliance, profit improvement, risk management, strategic planning/board development, information technology, audit, or tax let our experts assist you. - Gold Level Conference Sponsor - Gold Corporate Member |
Coulee Region Solutions |
| Address: |
1717 Saint James Street |
| |
La Crosse, WI 54603 |
| Contact: |
Hugh Steffens |
| Phone: |
608-779-9400 |
| Fax: |
608-779-9401 |
| Email: |
hsteffens@cr-sol.com |
| Website: |
www.cr-sol.com |
| Description: |
CR Solutions provides cost-effective Technology Solutions, including encrypted offsite data backup, network design and implementation services, managed network monitoring and data security services, and a robustly staffed Helpdesk for remote support. |
Lindgren Callihan VanOsdol |
| Address: |
4949 Harrison Ave., Ste. 300 |
| |
Rockford, IL 61109 |
| Contact: |
Dave Schroepfer |
| Phone: |
815-484-5687 |
| Fax: |
847-713-3687 |
| Email: |
dschroepfer@lcvcpa.com |
| Website: |
www.lcvcpa.com |
| Description: |
Audits, Tax Services, Information Systems Assessments, Perimeter Intrusion Testing, ACH Consulting, Loan Review, Compliance, BSA Consulting, Trust Examinations, Direstors' Exams, Merger & Acquisition Assistance, Internal Audit and ALM/Interest Rate Risk Consulting |
Locknet, Inc. |
| Address: |
3128 South Avenue |
| |
La Crosse, WI 54601 |
| Contact: |
Sara Hurley |
| Phone: |
608-785-7100 |
| Fax: |
608-785-7180 |
| Email: |
shurley@locknet-inc.com |
| Website: |
www.locknet-inc.com |
| Description: |
LOCKNET is an IT solutions provider offering remote backups, network management, and data security, including user friendly dashboards and compliance tools. |
Secure Banking Solutions, LLC |
| Address: |
1400 N. Washington Ave., Ste. 103 |
| |
Madison, SD 57042 |
| Contact: |
Nick Podhradsky |
| Phone: |
605-770-3926 |
| Fax: |
612-392-7657 |
| Email: |
Nick@protectmybank.com |
| Website: |
www.protectmybank.com |
| Description: |
IT Audit - Risk Assessment - Policy & Procedure Development - Penetration Testing - Vulnerability Assessment - Business Continuity Planning - Incident Response Planning - Risk Management Consulting - BSA Audit - CBW Financial Services Preferred Partner |
In-House Check Printing
Main Street Checks |
| Address: |
920 19th St. North |
| |
Birmingham, AL 35203 |
| Contact: |
Elizabeth Gray |
| Phone: |
205-323-0278 |
| Fax: |
205-328-3174 |
| Email: |
egray@mschecks.com |
| Website: |
www.mschecks.com |
| Description: |
Main Street Checks is a national full service manufacturer of checks and check related products. We focus solely on the unique needs to the community bank market. Main Street offers a full line of personal, business, specialty, and internal use items. |
Premier Check Printing |
| Address: |
3050 Echo Lake Avenue, Suite 300 |
| |
Mahtomedi, MN 55115 |
| Contact: |
Art Laatsch |
| Phone: |
651-770-9770 |
| Fax: |
651-770-9762 |
| Email: |
alaatsch@premiercheck.com |
| Website: |
www.premiercheck.com |
| Description: |
Premier Check provides the most advanced, cost-effective in-house check printing solution to financial institutions across the Midwest. |
Insurance
Travelers |
| Address: |
13935 Bishops Drive, #200 |
| |
Brookfield, WI 53005 |
| Contact: |
Jill Howe |
| Phone: |
262-825-9070 |
| Fax: |
877-268-9126 |
| Email: |
jhowe@travelers.com |
| Website: |
www.travelers.com |
| Description: |
Insurance protection products including: the Financial Institution Bond, Directors & Officers Liability, Employment Practices Liability, Bankers Professional Liability, Trust Errors and Omissions, Property, General Liability, Automobile and Workers Compensation
Gold Level Conferernce Sponsor
Gold Corporate Member
CBW Financial Services Preferred Partner |
Zurich North America |
| Address: |
5209 Fairvista Drive |
| |
Charlotte, NC 28269 |
| Contact: |
Chad Summers |
| Phone: |
704-516-7442 |
| Fax: |
866-637-0441 |
| Email: |
chad.summers@zurichna.com |
| Website: |
www.zurichna.com |
| Description: |
Since 1890, Zurich has delivered insurance solutions to financial institutions, and today insures one in three banks. We offer more than 20 coverages along with award-winning claims services. |
West Bend Mutual Insurance Co. |
| Address: |
1900 South 18th Avenue |
| |
West Bend, WI 53095 |
| Contact: |
Scott Stueber |
| Phone: |
262-334-6588 |
| Fax: |
262-338-5171 |
| Email: |
sstueber@wbmi.com |
| Website: |
www.thesilverlining.com |
| Description: |
Home and Highway Program for Bank Employees - Silver Level Conference Sponsor, Silver Corporate Member, CBW Financial Services Program Preferred Partner. |
Chubb Group of Insurance Co. |
| Address: |
330 E. Kilbourn Avenue |
| |
Milwaukee, WI 53202 |
| Contact: |
Jeff Zehr |
| Phone: |
441-422-0760 |
| Fax: |
414-271-8617 |
| Website: |
www.chubb.com |
| Description: |
Professional Liability Products and Property & Casualty Insurance - Bronze Level Conference Sponsor - Bronze Corporate Member - CBW Financial Services Preferred Partner |
Rural Mutual Insurance Company |
| Address: |
1241 John Q. Hammons Rd |
| |
Madison, WI 53717 |
| Contact: |
Tom Thieding |
| Phone: |
608-828-5709 |
| Email: |
tthieding@ruralins.com |
| Website: |
www.undividedattention.com |
| Description: |
Rural Mutual Insurance provides insurance and "undivided attention" exclusively to Wisconsin families, farms and businesses. |
Bank Compensation Consulting, Inc. |
| Address: |
1255 W. 15th Street, Suite 830 |
| |
Plano, TX 75075 |
| Contact: |
Kathy Orr Smith |
| Phone: |
972-781-2030 |
| Fax: |
972-398-3009 |
| Email: |
info@bcc-usa.com |
| Description: |
Delivers expertise in Executive/Director Benefit Plans, Compensation Consulting, Bank-Owned Life Insurance (BOLI) and provides quality "Raving Fan" service. |
Central States Hlth & Life Co. |
| Address: |
21361 Heath Ave. CT. No. |
| |
Forest Lake, MN 55025 |
| Contact: |
Dave Okeson |
| Phone: |
800-888-8625 |
| Fax: |
651-982-0789 |
| Email: |
dokeson@cso.com |
| Website: |
www.cso.com |
| Description: |
Loan Related Insurance Products - Bronze Level Conference Sponsor |
Clark Consulting |
| Address: |
12727 N. Meadow Circle W |
| |
Mequon, WI 53092 |
| Contact: |
Jamie Boehlke |
| Phone: |
262-242-6227 |
| Fax: |
262-242-6237 |
| Email: |
jamie.boehlke@clarkconsulting.com |
| Website: |
www.clarkconsulting.com |
| Description: |
A Leading Provider of Benefits Consulting, Bank-Owned Life Insurance (BOLI) and Benefit Administration Support Services for the Banking Industry |
Fed. Home Loan Bank of Chicago |
| Address: |
200 E. Randolph Drive |
| |
Chicago, IL 60601 |
| Contact: |
Chad Brandt |
| Phone: |
312-565-5700 |
| Fax: |
312-565-6938 |
| Email: |
cbrandt@fhlbc.com |
| Website: |
www.fhlbc.com |
| Description: |
Providing liquidity and support of community investment projects to member financial institutions
Bronze Corporate Member
Bronze Corporate Sponsor |
Financial Insurance Admin. |
| Address: |
P.O. Box 8063 |
| |
Madison, WI 53708 |
| Contact: |
Thomas Stanek |
| Phone: |
800-241-5518 |
| Fax: |
608-241-3282 |
| Email: |
tom@finins.net |
| Description: |
Financial Insurance Administrators offers a wide array of insurance products, many of which revolve around the lending department, along with the necessary support and training for the bank's personnel. |
Mortgage Assurance Corporation |
| Address: |
1600 Aspen Commons, 9th Fl |
| |
Middleton, WI 53562 |
| Contact: |
Phil Pelanek |
| Phone: |
608-830-2500 |
| Fax: |
608-830-2575 |
| Email: |
ppelanek@macpmi.com |
| Website: |
www.macpmi.com |
| Description: |
We provide private mortgage insurance to homebuyers through a national network of banking institutions. |
Pekin Life Insurance Company |
| Address: |
2505 Court Street |
| |
Pekin, IL 61558-0001 |
| Contact: |
Jay Holloman |
| Phone: |
309-478-2403 |
| Fax: |
309-478-2093 |
| Email: |
jholloman@pekininsurance.com |
| Website: |
pekininsurance.com |
| Description: |
Provide Debt Concellation, Credit Insurance and other related products to financial institutions. |
Radian Guaranty Inc. |
| Address: |
4931 W. 87th Street #2NE |
| |
Oak Lawn, IL 60453 |
| Contact: |
Brian Frame |
| Phone: |
312-953-9423 |
| Fax: |
708-422-8860 |
| Email: |
brian.frame@radian.biz |
| Website: |
www.radian.biz |
| Description: |
Radian Guaranty, Inc. provides a full array of mortgage insurance products and related services to lenders nationwide. |
Internal Audit / Compliance
Wipfli LLP |
| Address: |
3703 Oakwood Hills Parkway |
| |
Eau Claire, WI 54701 |
| Contact: |
Dick Dean |
| Phone: |
800-486-3454 |
| Fax: |
715-832-0475 |
| Email: |
ddean@wipfli.com |
| Website: |
www.wipfli.com |
| Description: |
Wipfli’s Financial Institutions Practice serves more than 400 financial institutions in the upper Midwest. Our mission is to educate, advise, and assist financial institutions in successfully navigating the complex environment they face. Whether your needs include regulatory compliance, profit improvement, risk management, strategic planning/board development, information technology, audit, or tax let our experts assist you. - Gold Level Conference Sponsor - Gold Corporate Member |
Baker Tilly |
| Address: |
115 South 84th Street, Ste. 400 |
| |
Milwaukee, WI 53214 |
| Contact: |
Christine Fenske |
| Phone: |
414-777-5500 |
| Fax: |
414-777-5555 |
| Email: |
cfenske@virchowkrause.com |
| Website: |
www.bakertilly.com |
| Description: |
Audit, Tax, Valuations, Loan Review, and Consulting Firm - Bronze Level Conference Sponsor - Bronze Corporate Member |
McGladrey, Inc. |
| Address: |
8040 Excelsior Drive, Ste. 300 |
| |
Madison, WI 53717 |
| Contact: |
John Behringer |
| Phone: |
608-829-5420 |
| Fax: |
608-833-8195 |
| Email: |
john.behringer@rsmi.com |
| Website: |
www.rsmmcgladrey.com |
| Description: |
National Business Tax, Consulting and Accounting Firm
RMS McGladrey is a leading provider of financially focused services to financial institutions offering tax, accounting and business consulting services. Community banks are one of our core focus segments, which means we have hands-on experience with your industry and key issues. Serving more than 2,000 financial institutions across the country, our clients tell us the difference they see lies in three simple things. Big fish in a small pond philosphy, answers to strategic complex issues, and more partner/managing director interaction. We can show you the difference too. - Gold Level Conference Sponsor - Gold Corporate Member |
Jefferson Wells |
| Address: |
725 Heartland Trail, Ste 207 |
| |
Madison, WI 53717 |
| Contact: |
Missy Helgerson |
| Phone: |
608-828-2720 |
| Fax: |
608-828-2722 |
| Email: |
melissa.helgerson@jeffersonwells.com |
| Website: |
www.jeffersonwells.com |
| Description: |
Jefferson Wells delivers professional services in the areas of risk advisory, tax, and finance and accounting. We serve clients, including Fortune 500, FTSE 350 and Global 1000 companies, through highly experienced professionals working from offices worldwide. |
Benning Group, LLC |
| Address: |
1809 10th Street |
| |
Monroe, WI 53566 |
| Contact: |
Don Benning |
| Phone: |
608-325-5035 |
| Fax: |
608-328-2843 |
| Email: |
dbenning@benninggroup.com |
| Website: |
www.benninggroup.com |
| Description: |
Audits, Tax Services, Directors Exams, BSA Exams, Internal Audit Functions |
BSA/AML Solutions, Inc. |
| Address: |
26319 W. Boesch Place |
| |
Ingleside, IL 60041 |
| Contact: |
Joseph Gunnell |
| Phone: |
847-973-8140 |
| Fax: |
847-587-8093 |
| Email: |
jjgunnell@comcast.net |
| Website: |
www.bsasolutionsinc.com |
| Description: |
Retired FDIC Bank Examiner (30-years) who specializes in Independent BSA/AML reviews/audits. Problem solver for BSA, AML, and OFAC. Experts in resolving regulatory actions, e.g. Board Resolutions, Memorandum of Understandings and Cease & Desist Orders. |
Clifton Gunderson LLP |
| Address: |
8215 Greenway Blvd, Ste. 600 |
| |
Middleton, WI 53562 |
| Contact: |
Mike Stoetzel |
| Phone: |
608-662-8600 |
| Fax: |
608-662-9142 |
| Email: |
mike.stoetzel@cliftoncpa.com |
| Website: |
www.cliftoncpa.com |
| Description: |
Clifton Gunderson provides a wide range of assurance, accounting, tax, and consulting services. |
Coulee Region Solutions |
| Address: |
1717 Saint James Street |
| |
La Crosse, WI 54603 |
| Contact: |
Hugh Steffens |
| Phone: |
608-779-9400 |
| Fax: |
608-779-9401 |
| Email: |
hsteffens@cr-sol.com |
| Website: |
www.cr-sol.com |
| Description: |
CR Solutions provides cost-effective Technology Solutions, including encrypted offsite data backup, network design and implementation services, managed network monitoring and data security services, and a robustly staffed Helpdesk for remote support. |
IST Shareholder Services |
| Address: |
209 W. Jackson Blve., Ste 903 |
| |
Chicago, IL 60606 |
| Contact: |
Greg Malatia |
| Phone: |
312-427-2953 |
| Fax: |
312-427-2879 |
| Email: |
greg@ilstk.com |
| Website: |
www.illinoisstocktransfer.com |
| Description: |
Since 1912, IST Shareholder Services has been providing transfer agent services for public and private companies. IST specializes in customized, hands-on service for banks and bank holding companies. |
Lindgren Callihan VanOsdol |
| Address: |
4949 Harrison Ave., Ste. 300 |
| |
Rockford, IL 61109 |
| Contact: |
Dave Schroepfer |
| Phone: |
815-484-5687 |
| Fax: |
847-713-3687 |
| Email: |
dschroepfer@lcvcpa.com |
| Website: |
www.lcvcpa.com |
| Description: |
Audits, Tax Services, Information Systems Assessments, Perimeter Intrusion Testing, ACH Consulting, Loan Review, Compliance, BSA Consulting, Trust Examinations, Direstors' Exams, Merger & Acquisition Assistance, Internal Audit and ALM/Interest Rate Risk Consulting |
Secure Banking Solutions, LLC |
| Address: |
1400 N. Washington Ave., Ste. 103 |
| |
Madison, SD 57042 |
| Contact: |
Nick Podhradsky |
| Phone: |
605-770-3926 |
| Fax: |
612-392-7657 |
| Email: |
Nick@protectmybank.com |
| Website: |
www.protectmybank.com |
| Description: |
IT Audit - Risk Assessment - Policy & Procedure Development - Penetration Testing - Vulnerability Assessment - Business Continuity Planning - Incident Response Planning - Risk Management Consulting - BSA Audit - CBW Financial Services Preferred Partner |
Young & Associates, Inc. |
| Address: |
121 E. Main Street, PO Box 711 |
| |
Kent, OH 44240 |
| Contact: |
Jim Kleinfelter |
| Phone: |
330-678-0524 |
| Fax: |
330-678-6219 |
| Email: |
jkleinfelter@younginc.com |
| Website: |
www.younginc.com |
| Description: |
Consulting, Education, and Products for the Community Bank |
Internet CD Auction
Zions Correspondent Banking |
| Address: |
One South Main, 15th Floor |
| |
Salt Lake, Ut 84133 |
| Contact: |
Mike Jensen |
| Phone: |
801-844-7846 |
| Fax: |
801-320-9920 |
| Email: |
michael.jensen@zionsbank.com |
| Website: |
zionscbg.com |
| Description: |
Zions Bank Correspondent Banking has been serving community banks for more than 100 years. If your community bank is looking for an additional Fed Funds line, please feel free to contact us at 1-800-737-6470 |
Investment Products / Broker / Dealer/ Services
Spectrum Investment Advisors |
| Address: |
7100 West Donges Bay Road |
| |
Mequon, WI 53092 |
| Contact: |
Jim Marshall |
| Phone: |
800-242-4735 |
| Fax: |
262-512-2704 |
| Email: |
jjmarshall@spectruminvestor.com |
| Website: |
www.spectruminvestor.com |
| Description: |
Registered Investment Adviser - Silver Conference Sponsor - Bronze Corporate Member |
Clark Consulting |
| Address: |
12727 N. Meadow Circle W |
| |
Mequon, WI 53092 |
| Contact: |
Jamie Boehlke |
| Phone: |
262-242-6227 |
| Fax: |
262-242-6237 |
| Email: |
jamie.boehlke@clarkconsulting.com |
| Website: |
www.clarkconsulting.com |
| Description: |
A Leading Provider of Benefits Consulting, Bank-Owned Life Insurance (BOLI) and Benefit Administration Support Services for the Banking Industry |
Harbour Investments, Inc. |
| Address: |
575 D'Onofrio Drive, Suite 300 |
| |
Madison, WI 53719 |
| Contact: |
Doug Holmes |
| Phone: |
608-662-6100 |
| Fax: |
608-662-6101 |
| Email: |
dholmes@harbourinv.com |
| Website: |
www.harbourinv.com |
| Description: |
Broker/Dealer Investment Center for Bank Customers - CBW Financial Services Preferred Partner |
M&I Capital Markets |
| Address: |
111 E. Kilbourn, Suite 200 |
| |
Milwaukee, WI 53202 |
| Contact: |
Randy Fentzlaff |
| Phone: |
414-212-4200 |
| Fax: |
414-212-4200 |
| Email: |
randy.fentzlaff@micorp.com |
| Website: |
www.micapitalmarkets.com |
| Description: |
Backed by the resources of the largest bank holding company headquartered in Wisconsin, our services include fixed income securities, bank funding products, interest rate protection services, foreign exchange services, investment portfolio consulting, and asset/liability management. |
Northland Securities, Inc. |
| Address: |
2675 Mayfair Road, Suite 550 |
| |
Milwaukee, WI 53226 |
| Contact: |
Linda Knutson |
| Phone: |
866-333-0141 |
| Fax: |
414-727-2594 |
| Email: |
lknutson@northlandsecurities.com |
| Website: |
www.northlandsecurities.com |
| Description: |
Primary underwriter/advisor for local communities engaged in the issuance of bank-qualified municipal securities. As a full-service broker/dealer, provides portfolio "calibration" services to assist community bank portfolio managers in maximizing investment returns. |
The Baker Group |
| Address: |
901 community Drive |
| |
Springfield, IL 62703 |
| Contact: |
Ken Judd |
| Phone: |
888-333-0750 |
| Fax: |
217-241-0838 |
| Email: |
kjudd@gobaker.com |
| Website: |
www.gobaker.com |
| Description: |
The Baker Group is a leader in the development of asset/liability and investment portfolio strategies for community banks. |
Law Firms
Godfrey & Kahn, S.C. |
| Address: |
780 N. Water Street |
| |
Milwaukee, WI 53202 |
| Contact: |
James Sheriff |
| Phone: |
414-287-9390 |
| Fax: |
414-273-5198 |
| Email: |
JSheriff@gklaw.com |
| Website: |
www.gklaw.com |
| Description: |
Law Firm - Gold Level Conference Sponsor |
Michael Best & Friedrich |
| Address: |
100 East Wisconsin Ave., Ste. 3300 |
| |
Milwaukee, WI 53202 |
| Contact: |
W. Charles Jackson |
| Phone: |
414-271-6560 |
| Fax: |
414-277-0656 |
| Email: |
wcjackson@michaelbest.com |
| Website: |
www.michaelbest.com |
| Description: |
Michael Best is a full service law firm. Practice areas include: Business, Labor and Employment, Health Care, Intellectual Property/Intellectual Property Litigation, Land and Resources, Litigation, Tax, and Wealth Planning Services. |
Quarles & Brady LLP |
| Address: |
411 East Wisconsin Ave., Ste. 2040 |
| |
Milwaukee, WI 53202 |
| Contact: |
James Friedman |
| Phone: |
414-277-5735 |
| Fax: |
414-978-8735 |
| Email: |
jdf@quarles.com |
| Website: |
www.quarles.com |
| Description: |
Law Firm |
Ruder Ware, L.L.S.C. |
| Address: |
500 First Street, Suite 8000 |
| |
Wausau, WI 54403 |
| Contact: |
Matthew Rowe |
| Phone: |
715-845-4336 |
| Fax: |
715-845-2718 |
| Email: |
mrowe@ruderware.com |
| Website: |
www.ruderware.com |
| Description: |
Loan documentation, foreclosures, collections, mergers, acquisitions, holding company matters, compliance, employment, securities, general corporate matters. |
Whyte Hirschboeck Dudek S.C. |
| Address: |
33 E. Main Street, Suite 300 |
| |
Madison, WI 53703 |
| Contact: |
Sverre Roang |
| Phone: |
606-255-4440 |
| Fax: |
608-258-7138 |
| Email: |
sroang@whdlaw.com |
| Description: |
Whyte Hirschboeck Dudek S.C. is one of Wisconsin's leading full-service law firms, with 150 professionals based in Milwaukee and Madison. |
Lending
Fiserv, Inc. |
| Address: |
325 North Corporate Drive, Ste. 220 |
| |
Brookfield, WI 53045 |
| Contact: |
Kevin Mehl |
| Phone: |
262-879-5743 |
| Fax: |
262-879-6974 |
| Email: |
kevin.mehl@fiserv.com |
| Website: |
www.fiserv.com |
| Description: |
Fiserv, Inc. (NASDAQ: FISV) is the leading global provider of information management and electronic commerce systems for the financial services industry, driving innovation that transforms experiences for financial institutions and their customers. Ranked No. 1 on the FinTech 100 survey of top technology partners to the financial services industry, Fiserv celebrated its 25th year in 2009. |
Crescent Mortgage |
| Address: |
1827 S. Sunkist Circle |
| |
De Pere, WI 54115 |
| Contact: |
Dan Biebel |
| Phone: |
920-336-9663 |
| Fax: |
678-942-4032 |
| Email: |
dbiebel@crescentmortgage.net |
| Website: |
www.crescentexpress.net |
| Description: |
Community bank owned mortgage wholesaler catering to the unique needs of the community banker. |
Fed. Home Loan Bank of Chicago |
| Address: |
200 E. Randolph Drive |
| |
Chicago, IL 60601 |
| Contact: |
Chad Brandt |
| Phone: |
312-565-5700 |
| Fax: |
312-565-6938 |
| Email: |
cbrandt@fhlbc.com |
| Website: |
www.fhlbc.com |
| Description: |
Providing liquidity and support of community investment projects to member financial institutions
Bronze Corporate Member
Bronze Corporate Sponsor |
Quicken Loans Mortgage Services |
| Address: |
311 Cambridge Dr. |
| |
Geneva, IL 60134 |
| Contact: |
Andy Steben |
| Phone: |
734-737-2668 |
| Fax: |
734-386-3910 |
| Email: |
andysteben@quickenloans.com |
| Website: |
www.qlmortgageservices.com |
| Description: |
Quicken Loans Mortgage Services (QLMS) is a division of Quicken Loans that offers community banks a non-depository mortgage outlet that delivers best in class technology, product, pricing, and service levels. |
Radian Guaranty Inc. |
| Address: |
4931 W. 87th Street #2NE |
| |
Oak Lawn, IL 60453 |
| Contact: |
Brian Frame |
| Phone: |
312-953-9423 |
| Fax: |
708-422-8860 |
| Email: |
brian.frame@radian.biz |
| Website: |
www.radian.biz |
| Description: |
Radian Guaranty, Inc. provides a full array of mortgage insurance products and related services to lenders nationwide. |
WHEDA |
| Address: |
140 South 1st St., Ste. 200 |
| |
Milwaukee, WI 53204 |
| Contact: |
John Schultz |
| Phone: |
414-227-4039 |
| Fax: |
414-227-4704 |
| Email: |
john.schultz@wheda.com |
| Website: |
www.wheda.com |
| Description: |
WHEDA is dedicated to helping Wisconsin communities with their housing needs and has been a leader in assisting low- and middle-income people obtain affordable housing. |
Wisconsin Business Development |
| Address: |
100 River Place, Suite 1 |
| |
Monona, WI 53716 |
| Contact: |
Pamela Rich |
| Phone: |
608-819-0390 |
| Fax: |
608-819-0393 |
| Email: |
prrich@wbd.org |
| Website: |
www.wbd.org |
| Description: |
Partner for SBA Loans and New Market Tax Credits. |
Young & Associates, Inc. |
| Address: |
121 E. Main Street, PO Box 711 |
| |
Kent, OH 44240 |
| Contact: |
Jim Kleinfelter |
| Phone: |
330-678-0524 |
| Fax: |
330-678-6219 |
| Email: |
jkleinfelter@younginc.com |
| Website: |
www.younginc.com |
| Description: |
Consulting, Education, and Products for the Community Bank |
Lending Software
Harland Financial Solutions |
| Address: |
605 Crescent Executive Court, #600 |
| |
Lake Mary, FL 32746 |
| Contact: |
Stacey Leone |
| Phone: |
407-804-6653 |
| Fax: |
407-829-6715 |
| Email: |
stacey.leone@harlandfs.com |
| Website: |
www.harlandfinancialsolutions.com |
| Description: |
Harland Financial Solutions supplies software and services to thousands of financial institutions. |
Mortgagebot LLC |
| Address: |
1000 W. Donges Bay Road |
| |
Mequon, WI 53092 |
| Contact: |
Donna Daniels |
| Phone: |
877-861-3354 |
| Fax: |
262-292-0940 |
| Email: |
donna.daniels@mortgagebot.com |
| Website: |
www.mortgagebot.com |
| Description: |
Mortgagbot provides PowerSite, the award-winning Web-based suite of mortgage-origination solutions, and Mortgage Marvel, the revolutionary new mortgage-shopping service that helps community lenders compete with popular online lenders. |
Letters of Credit
Zions Correspondent Banking |
| Address: |
One South Main, 15th Floor |
| |
Salt Lake, Ut 84133 |
| Contact: |
Mike Jensen |
| Phone: |
801-844-7846 |
| Fax: |
801-320-9920 |
| Email: |
michael.jensen@zionsbank.com |
| Website: |
zionscbg.com |
| Description: |
Zions Bank Correspondent Banking has been serving community banks for more than 100 years. If your community bank is looking for an additional Fed Funds line, please feel free to contact us at 1-800-737-6470 |
Loan Participations
Zions Correspondent Banking |
| Address: |
One South Main, 15th Floor |
| |
Salt Lake, Ut 84133 |
| Contact: |
Mike Jensen |
| Phone: |
801-844-7846 |
| Fax: |
801-320-9920 |
| Email: |
michael.jensen@zionsbank.com |
| Website: |
zionscbg.com |
| Description: |
Zions Bank Correspondent Banking has been serving community banks for more than 100 years. If your community bank is looking for an additional Fed Funds line, please feel free to contact us at 1-800-737-6470 |
Loan Servicing
Coming soon!
Marketing / Promotions
La Macchia Group |
| Address: |
157 N. Milwaukee Street |
| |
Milwaukee, WI 53202 |
| Contact: |
Dave Throndson |
| Phone: |
414-223-4400 |
| Fax: |
414-223-4488 |
| Email: |
dave@lamacchiagroup.com |
| Website: |
www.lamacchiagroup.com |
| Description: |
La Macchia Group is a capable, experienced team that provides thorough due diligence, strategic site selection, and creates a brand-centered facility through compelling design and project management. |
Harland Clarke |
| Address: |
10931 Laureate Drive |
| |
San Antonio, TX 78249 |
| Contact: |
Tim Stenlund |
| Phone: |
262-784-7091 |
| Fax: |
262-786-1736 |
| Email: |
tim.stenlund@harlandclarke.com |
| Website: |
www.harlandclarke.com |
| Description: |
Harland Clarke is a provider of check printing solutions as well as many strategic marketing, education, technology, and gift card services. CBW Financial Services Preferred Partner |
Merchant / Remote Deposit Capture
Fiserv, Inc. |
| Address: |
325 North Corporate Drive, Ste. 220 |
| |
Brookfield, WI 53045 |
| Contact: |
Kevin Mehl |
| Phone: |
262-879-5743 |
| Fax: |
262-879-6974 |
| Email: |
kevin.mehl@fiserv.com |
| Website: |
www.fiserv.com |
| Description: |
Fiserv, Inc. (NASDAQ: FISV) is the leading global provider of information management and electronic commerce systems for the financial services industry, driving innovation that transforms experiences for financial institutions and their customers. Ranked No. 1 on the FinTech 100 survey of top technology partners to the financial services industry, Fiserv celebrated its 25th year in 2009. |
CFC Technology Corporation |
| Address: |
2600 Fernbrook Lane, #138 |
| |
Plymouth, MN 55447 |
| Contact: |
Jay Johnson |
| Phone: |
763-235-5320 |
| Fax: |
763-235-5301 |
| Email: |
jtjohnson@cfctechnology.com |
| Website: |
www.cfctechnology.com |
| Description: |
CFC Technology's mission is to assist banks generate greater revenue from their customer relationships and benefit from more efficient operations. Customers can improve profitability through our technology solutions, services and networks. |
Harland Financial Solutions |
| Address: |
605 Crescent Executive Court, #600 |
| |
Lake Mary, FL 32746 |
| Contact: |
Stacey Leone |
| Phone: |
407-804-6653 |
| Fax: |
407-829-6715 |
| Email: |
stacey.leone@harlandfs.com |
| Website: |
www.harlandfinancialsolutions.com |
| Description: |
Harland Financial Solutions supplies software and services to thousands of financial institutions. |
Magic-Wrighter Inc. |
| Address: |
1039Three Mile Road N.W. |
| |
Grand Rapids, MI 49544 |
| Contact: |
Robert Wright |
| Phone: |
616-855-0775 |
| Fax: |
616-784-2376 |
| Email: |
bobw@mvpbanking.com |
| Website: |
www.mvpbanking.com |
| Description: |
Nation's Leading Supplier of an Integrated ACH Direct Origination, Internet Payments, IVR, Check 21 Remote Deposit Capture and related electronic transaction services. - CBW Financial Services Preferred Partner |
Merchant Processing / Services
Shazam |
| Address: |
200 Madison Street |
| |
Baraboo, WI 53913 |
| Contact: |
Tim Luger |
| Phone: |
800-490-7284 |
| Fax: |
608-356-8345 |
| Email: |
tluger@shazam.net |
| Website: |
www.shazam.net |
| Description: |
ATM and Debit Card Processor - Shazam offers ATM processing services; Visa Check and Debit Mastercard national debit products including business debit and health savings account (HSA) cards; card authorization services, merchant processing; ACH services and information security solutions. - Silver Level Conference Sponsor - Silver Corporate Member |
Elite Payment Systems |
| Address: |
15417 W. National Ave., Ste. 310 |
| |
New Berlin, WI 53151 |
| Contact: |
John Maciosek |
| Phone: |
262-751-4270 |
| Fax: |
262-364-2033 |
| Email: |
johnm@elitepaymentsystems.com |
| Website: |
www.elitepaymentsystems.com |
| Description: |
Elite Payment Systems Offers Many Superior Check Processing Services, Including Remote Deposit - CBW Financial Services Preferred Partner |
Mortgage Investor
AmeriSave Mortgage Corporation |
| Address: |
1127 Merrill Springs Road |
| |
Madison, WI 53705 |
| Contact: |
John Dubisky |
| Phone: |
404-324-4952 |
| Fax: |
404-424-0444 |
| Email: |
jdubisky@amerisave.com |
| Website: |
www.myamerigo.com |
| Description: |
Amerisave Institutional Lending provides mortgage solutions for FDIC insured institutions. Wouldn't it be great to partner with an investor sophisticated enough to meet all of your secondary market lending needs but nimble enough to stay ahead of the ever-changing marketplace? We build processes around the way you lend. We focus on you so you can focus on the community you serve. |
Crescent Mortgage |
| Address: |
1827 S. Sunkist Circle |
| |
De Pere, WI 54115 |
| Contact: |
Dan Biebel |
| Phone: |
920-336-9663 |
| Fax: |
678-942-4032 |
| Email: |
dbiebel@crescentmortgage.net |
| Website: |
www.crescentexpress.net |
| Description: |
Community bank owned mortgage wholesaler catering to the unique needs of the community banker. |
Quicken Loans Mortgage Services |
| Address: |
311 Cambridge Dr. |
| |
Geneva, IL 60134 |
| Contact: |
Andy Steben |
| Phone: |
734-737-2668 |
| Fax: |
734-386-3910 |
| Email: |
andysteben@quickenloans.com |
| Website: |
www.qlmortgageservices.com |
| Description: |
Quicken Loans Mortgage Services (QLMS) is a division of Quicken Loans that offers community banks a non-depository mortgage outlet that delivers best in class technology, product, pricing, and service levels. |
Mortgage Lending
Crescent Mortgage |
| Address: |
1827 S. Sunkist Circle |
| |
De Pere, WI 54115 |
| Contact: |
Dan Biebel |
| Phone: |
920-336-9663 |
| Fax: |
678-942-4032 |
| Email: |
dbiebel@crescentmortgage.net |
| Website: |
www.crescentexpress.net |
| Description: |
Community bank owned mortgage wholesaler catering to the unique needs of the community banker. |
Quicken Loans Mortgage Services |
| Address: |
311 Cambridge Dr. |
| |
Geneva, IL 60134 |
| Contact: |
Andy Steben |
| Phone: |
734-737-2668 |
| Fax: |
734-386-3910 |
| Email: |
andysteben@quickenloans.com |
| Website: |
www.qlmortgageservices.com |
| Description: |
Quicken Loans Mortgage Services (QLMS) is a division of Quicken Loans that offers community banks a non-depository mortgage outlet that delivers best in class technology, product, pricing, and service levels. |
Radian Guaranty Inc. |
| Address: |
4931 W. 87th Street #2NE |
| |
Oak Lawn, IL 60453 |
| Contact: |
Brian Frame |
| Phone: |
312-953-9423 |
| Fax: |
708-422-8860 |
| Email: |
brian.frame@radian.biz |
| Website: |
www.radian.biz |
| Description: |
Radian Guaranty, Inc. provides a full array of mortgage insurance products and related services to lenders nationwide. |
WHEDA |
| Address: |
140 South 1st St., Ste. 200 |
| |
Milwaukee, WI 53204 |
| Contact: |
John Schultz |
| Phone: |
414-227-4039 |
| Fax: |
414-227-4704 |
| Email: |
john.schultz@wheda.com |
| Website: |
www.wheda.com |
| Description: |
WHEDA is dedicated to helping Wisconsin communities with their housing needs and has been a leader in assisting low- and middle-income people obtain affordable housing. |
Network Technology/Merchant Remote Deposit Capture
CFC Technology Corporation |
| Address: |
2600 Fernbrook Lane, #138 |
| |
Plymouth, MN 55447 |
| Contact: |
Jay Johnson |
| Phone: |
763-235-5320 |
| Fax: |
763-235-5301 |
| Email: |
jtjohnson@cfctechnology.com |
| Website: |
www.cfctechnology.com |
| Description: |
CFC Technology's mission is to assist banks generate greater revenue from their customer relationships and benefit from more efficient operations. Customers can improve profitability through our technology solutions, services and networks. |
Online Collaboration Network
cbanc Network |
| Address: |
9430 Research Blfd.#4, Ste 400 |
| |
Austin, TX 78759 |
| Contact: |
Myers Dupuy |
| Phone: |
512-685-2068 |
| Fax: |
512-343-8600 |
| Email: |
myers@cbancnetwork.com |
| Website: |
www.cbancnetwork.com |
| Description: |
Online Network of community banks to share best of practices between banks from across the country. |
Out-Source Provider
Coulee Region Solutions |
| Address: |
1717 Saint James Street |
| |
La Crosse, WI 54603 |
| Contact: |
Hugh Steffens |
| Phone: |
608-779-9400 |
| Fax: |
608-779-9401 |
| Email: |
hsteffens@cr-sol.com |
| Website: |
www.cr-sol.com |
| Description: |
CR Solutions provides cost-effective Technology Solutions, including encrypted offsite data backup, network design and implementation services, managed network monitoring and data security services, and a robustly staffed Helpdesk for remote support. |
Portfolio Sales
ICBA Bancard |
| Address: |
1615 L St. NW, #900 |
| |
Washington, DC 20036-5610 |
| Contact: |
Client Relations |
| Phone: |
800-242-4770 |
| Fax: |
202-659-3606 |
| Email: |
bancard@icba.org |
| Website: |
www.icbabancard.org |
| Description: |
ICBA Bancard/TCM Bank provides community banks access to comprehensive and competitive electronic payment solutions, including credit card issuing, debit/ATM card programs for both consumers and small businesses. CBW Financial Services Preferred Partner |
Private Label Solutions
AmeriSave Mortgage Corporation |
| Address: |
1127 Merrill Springs Road |
| |
Madison, WI 53705 |
| Contact: |
John Dubisky |
| Phone: |
404-324-4952 |
| Fax: |
404-424-0444 |
| Email: |
jdubisky@amerisave.com |
| Website: |
www.myamerigo.com |
| Description: |
Amerisave Institutional Lending provides mortgage solutions for FDIC insured institutions. Wouldn't it be great to partner with an investor sophisticated enough to meet all of your secondary market lending needs but nimble enough to stay ahead of the ever-changing marketplace? We build processes around the way you lend. We focus on you so you can focus on the community you serve. |
Private Mortgage Insurance
Mortgage Assurance Corporation |
| Address: |
1600 Aspen Commons, 9th Fl |
| |
Middleton, WI 53562 |
| Contact: |
Phil Pelanek |
| Phone: |
608-830-2500 |
| Fax: |
608-830-2575 |
| Email: |
ppelanek@macpmi.com |
| Website: |
www.macpmi.com |
| Description: |
We provide private mortgage insurance to homebuyers through a national network of banking institutions. |
Radian Guaranty Inc. |
| Address: |
4931 W. 87th Street #2NE |
| |
Oak Lawn, IL 60453 |
| Contact: |
Brian Frame |
| Phone: |
312-953-9423 |
| Fax: |
708-422-8860 |
| Email: |
brian.frame@radian.biz |
| Website: |
www.radian.biz |
| Description: |
Radian Guaranty, Inc. provides a full array of mortgage insurance products and related services to lenders nationwide. |
Private Wealth Management
Coming soon!
Real Estate Tax Servicing
INFO-PRO - Mortgage Services |
| Address: |
55 S. Main Street |
| |
Fond du Lac, WI 54935 |
| Contact: |
Alex Kowalski |
| Phone: |
920-924-9200 |
| Fax: |
920-924-9219 |
| Email: |
akowalski@ipmortgageservices.com |
| Website: |
www.ipmortgageservices.com |
| Description: |
Wisconsin-based provider of real estate tax services and flood zone determinations. |
Retail Banking
Main Street Checks |
| Address: |
920 19th St. North |
| |
Birmingham, AL 35203 |
| Contact: |
Elizabeth Gray |
| Phone: |
205-323-0278 |
| Fax: |
205-328-3174 |
| Email: |
egray@mschecks.com |
| Website: |
www.mschecks.com |
| Description: |
Main Street Checks is a national full service manufacturer of checks and check related products. We focus solely on the unique needs to the community bank market. Main Street offers a full line of personal, business, specialty, and internal use items. |
WHEDA |
| Address: |
140 South 1st St., Ste. 200 |
| |
Milwaukee, WI 53204 |
| Contact: |
John Schultz |
| Phone: |
414-227-4039 |
| Fax: |
414-227-4704 |
| Email: |
john.schultz@wheda.com |
| Website: |
www.wheda.com |
| Description: |
WHEDA is dedicated to helping Wisconsin communities with their housing needs and has been a leader in assisting low- and middle-income people obtain affordable housing. |
Retail Brokerage
Coming soon!
Retirement Services
EMJAY Corporation |
| Address: |
5001 N. Lydell Avenue |
| |
Glendale, WI 53217-0909 |
| Contact: |
Linda Wimmer |
| Phone: |
800-553-6529 |
| Fax: |
866-569-5056 |
| Email: |
linda.wimmer@retirementpartner.com |
| Website: |
www.emjay.com |
| Description: |
Retirement Plan Administrator/Recordkeeper |
Secondary Market
Crescent Mortgage |
| Address: |
1827 S. Sunkist Circle |
| |
De Pere, WI 54115 |
| Contact: |
Dan Biebel |
| Phone: |
920-336-9663 |
| Fax: |
678-942-4032 |
| Email: |
dbiebel@crescentmortgage.net |
| Website: |
www.crescentexpress.net |
| Description: |
Community bank owned mortgage wholesaler catering to the unique needs of the community banker. |
Fed. Home Loan Bank of Chicago |
| Address: |
200 E. Randolph Drive |
| |
Chicago, IL 60601 |
| Contact: |
Chad Brandt |
| Phone: |
312-565-5700 |
| Fax: |
312-565-6938 |
| Email: |
cbrandt@fhlbc.com |
| Website: |
www.fhlbc.com |
| Description: |
Providing liquidity and support of community investment projects to member financial institutions
Bronze Corporate Member
Bronze Corporate Sponsor |
Quicken Loans Mortgage Services |
| Address: |
311 Cambridge Dr. |
| |
Geneva, IL 60134 |
| Contact: |
Andy Steben |
| Phone: |
734-737-2668 |
| Fax: |
734-386-3910 |
| Email: |
andysteben@quickenloans.com |
| Website: |
www.qlmortgageservices.com |
| Description: |
Quicken Loans Mortgage Services (QLMS) is a division of Quicken Loans that offers community banks a non-depository mortgage outlet that delivers best in class technology, product, pricing, and service levels. |
Radian Guaranty Inc. |
| Address: |
4931 W. 87th Street #2NE |
| |
Oak Lawn, IL 60453 |
| Contact: |
Brian Frame |
| Phone: |
312-953-9423 |
| Fax: |
708-422-8860 |
| Email: |
brian.frame@radian.biz |
| Website: |
www.radian.biz |
| Description: |
Radian Guaranty, Inc. provides a full array of mortgage insurance products and related services to lenders nationwide. |
Securities
ICBA Securities |
| Address: |
775 Ridge Lake Blvd, Ste. 175 |
| |
Memphis, TN 38120 |
| Contact: |
Jim Reber |
| Phone: |
800-422-6442 |
| Fax: |
901-762-5333 |
| Email: |
jreber@icbasecurities.com |
| Website: |
icbasecurities.com |
| Description: |
ICBA Securities provides community bankers with quality investment products and services at competitive market prices. We provide education, analysis and help community banks select the most suitable securities for their protfolios. CBW Financial Services Preferred Partner |
Northland Securities, Inc. |
| Address: |
2675 Mayfair Road, Suite 550 |
| |
Milwaukee, WI 53226 |
| Contact: |
Linda Knutson |
| Phone: |
866-333-0141 |
| Fax: |
414-727-2594 |
| Email: |
lknutson@northlandsecurities.com |
| Website: |
www.northlandsecurities.com |
| Description: |
Primary underwriter/advisor for local communities engaged in the issuance of bank-qualified municipal securities. As a full-service broker/dealer, provides portfolio "calibration" services to assist community bank portfolio managers in maximizing investment returns. |
The Baker Group |
| Address: |
901 community Drive |
| |
Springfield, IL 62703 |
| Contact: |
Ken Judd |
| Phone: |
888-333-0750 |
| Fax: |
217-241-0838 |
| Email: |
kjudd@gobaker.com |
| Website: |
www.gobaker.com |
| Description: |
The Baker Group is a leader in the development of asset/liability and investment portfolio strategies for community banks. |
Securities & Risk Management Solutions
Jefferson Wells |
| Address: |
725 Heartland Trail, Ste 207 |
| |
Madison, WI 53717 |
| Contact: |
Missy Helgerson |
| Phone: |
608-828-2720 |
| Fax: |
608-828-2722 |
| Email: |
melissa.helgerson@jeffersonwells.com |
| Website: |
www.jeffersonwells.com |
| Description: |
Jefferson Wells delivers professional services in the areas of risk advisory, tax, and finance and accounting. We serve clients, including Fortune 500, FTSE 350 and Global 1000 companies, through highly experienced professionals working from offices worldwide. |
Harland Financial Solutions |
| Address: |
605 Crescent Executive Court, #600 |
| |
Lake Mary, FL 32746 |
| Contact: |
Stacey Leone |
| Phone: |
407-804-6653 |
| Fax: |
407-829-6715 |
| Email: |
stacey.leone@harlandfs.com |
| Website: |
www.harlandfinancialsolutions.com |
| Description: |
Harland Financial Solutions supplies software and services to thousands of financial institutions. |
IST Shareholder Services |
| Address: |
209 W. Jackson Blve., Ste 903 |
| |
Chicago, IL 60606 |
| Contact: |
Greg Malatia |
| Phone: |
312-427-2953 |
| Fax: |
312-427-2879 |
| Email: |
greg@ilstk.com |
| Website: |
www.illinoisstocktransfer.com |
| Description: |
Since 1912, IST Shareholder Services has been providing transfer agent services for public and private companies. IST specializes in customized, hands-on service for banks and bank holding companies. |
Milliman, Inc. |
| Address: |
15800 Bluemound Road, Ste. 400 |
| |
Brookfield, WI 53005 |
| Contact: |
Kyle Mrotek |
| Phone: |
262-796-3331 |
| Fax: |
262-784-6388 |
| Email: |
kyle.mrotek@milliman.com |
| Description: |
Milliman's credit risk group in Brookfield works with banks, insurers, and investors to provide credit risk analytic services. Milliman also offers a full array of actuarial services. |
Northland Securities, Inc. |
| Address: |
2675 Mayfair Road, Suite 550 |
| |
Milwaukee, WI 53226 |
| Contact: |
Linda Knutson |
| Phone: |
866-333-0141 |
| Fax: |
414-727-2594 |
| Email: |
lknutson@northlandsecurities.com |
| Website: |
www.northlandsecurities.com |
| Description: |
Primary underwriter/advisor for local communities engaged in the issuance of bank-qualified municipal securities. As a full-service broker/dealer, provides portfolio "calibration" services to assist community bank portfolio managers in maximizing investment returns. |
Radian Guaranty Inc. |
| Address: |
4931 W. 87th Street #2NE |
| |
Oak Lawn, IL 60453 |
| Contact: |
Brian Frame |
| Phone: |
312-953-9423 |
| Fax: |
708-422-8860 |
| Email: |
brian.frame@radian.biz |
| Website: |
www.radian.biz |
| Description: |
Radian Guaranty, Inc. provides a full array of mortgage insurance products and related services to lenders nationwide. |
The Baker Group |
| Address: |
901 community Drive |
| |
Springfield, IL 62703 |
| Contact: |
Ken Judd |
| Phone: |
888-333-0750 |
| Fax: |
217-241-0838 |
| Email: |
kjudd@gobaker.com |
| Website: |
www.gobaker.com |
| Description: |
The Baker Group is a leader in the development of asset/liability and investment portfolio strategies for community banks. |
Strategic Advisory Services
Wipfli LLP |
| Address: |
3703 Oakwood Hills Parkway |
| |
Eau Claire, WI 54701 |
| Contact: |
Dick Dean |
| Phone: |
800-486-3454 |
| Fax: |
715-832-0475 |
| Email: |
ddean@wipfli.com |
| Website: |
www.wipfli.com |
| Description: |
Wipfli’s Financial Institutions Practice serves more than 400 financial institutions in the upper Midwest. Our mission is to educate, advise, and assist financial institutions in successfully navigating the complex environment they face. Whether your needs include regulatory compliance, profit improvement, risk management, strategic planning/board development, information technology, audit, or tax let our experts assist you. - Gold Level Conference Sponsor - Gold Corporate Member |
Tax Credit Funds
Greenbridge Equity Partners |
| Address: |
4600 W. Schroeder |
| |
Brown Deer, WI 53223 |
| Contact: |
Dick Kinney |
| Phone: |
414-365-5600 |
| Fax: |
414-586-0905 |
| Email: |
dick.kinney@greenbridgepartners.net |
| Description: |
GreenBridge Equity partners markets LIHTC (low-income housing tax credits) that have been issued by WHEDA for acquisition/rehabilitation projects in Wisconsin and Iowa. These projects are backed with solid guarantees and are developed by Cardinal Capital management. |
Technology Solutions
Wipfli LLP |
| Address: |
3703 Oakwood Hills Parkway |
| |
Eau Claire, WI 54701 |
| Contact: |
Dick Dean |
| Phone: |
800-486-3454 |
| Fax: |
715-832-0475 |
| Email: |
ddean@wipfli.com |
| Website: |
www.wipfli.com |
| Description: |
Wipfli’s Financial Institutions Practice serves more than 400 financial institutions in the upper Midwest. Our mission is to educate, advise, and assist financial institutions in successfully navigating the complex environment they face. Whether your needs include regulatory compliance, profit improvement, risk management, strategic planning/board development, information technology, audit, or tax let our experts assist you. - Gold Level Conference Sponsor - Gold Corporate Member |
cbanc Network |
| Address: |
9430 Research Blfd.#4, Ste 400 |
| |
Austin, TX 78759 |
| Contact: |
Myers Dupuy |
| Phone: |
512-685-2068 |
| Fax: |
512-343-8600 |
| Email: |
myers@cbancnetwork.com |
| Website: |
www.cbancnetwork.com |
| Description: |
Online Network of community banks to share best of practices between banks from across the country. |
Clifton Gunderson LLP |
| Address: |
8215 Greenway Blvd, Ste. 600 |
| |
Middleton, WI 53562 |
| Contact: |
Mike Stoetzel |
| Phone: |
608-662-8600 |
| Fax: |
608-662-9142 |
| Email: |
mike.stoetzel@cliftoncpa.com |
| Website: |
www.cliftoncpa.com |
| Description: |
Clifton Gunderson provides a wide range of assurance, accounting, tax, and consulting services. |
Coulee Region Solutions |
| Address: |
1717 Saint James Street |
| |
La Crosse, WI 54603 |
| Contact: |
Hugh Steffens |
| Phone: |
608-779-9400 |
| Fax: |
608-779-9401 |
| Email: |
hsteffens@cr-sol.com |
| Website: |
www.cr-sol.com |
| Description: |
CR Solutions provides cost-effective Technology Solutions, including encrypted offsite data backup, network design and implementation services, managed network monitoring and data security services, and a robustly staffed Helpdesk for remote support. |
DCS Netlink |
| Address: |
1800 Macouley Avenue |
| |
Rice Lake, WI 54868 |
| Contact: |
Dane Deutsch |
| Phone: |
715-236-7424 |
| Fax: |
715-236-7423 |
| Email: |
ddeutsch@dcsnetlink.com |
| Website: |
dcsnetlink.com |
| Description: |
Service, Sales, Installation of Computers, Servers, Networks, Website Design Hosting, E-Mail, Database Programming, Wireless, Internet Security |
Edge One, Inc. |
| Address: |
161 Business Park Circle |
| |
Stoughton, WI 53589 |
| Contact: |
Mike Sasse |
| Phone: |
608-873-3311 |
| Fax: |
608-873-3506 |
| Email: |
msasse@edgeone.com |
| Website: |
www.edgeone.com |
| Description: |
Edge One Provides ATM, Armored Service, Technology Solutions to Financial Institutions and Commercial Enterprises Throughout the Midwest. |
Harland Clarke |
| Address: |
10931 Laureate Drive |
| |
San Antonio, TX 78249 |
| Contact: |
Tim Stenlund |
| Phone: |
262-784-7091 |
| Fax: |
262-786-1736 |
| Email: |
tim.stenlund@harlandclarke.com |
| Website: |
www.harlandclarke.com |
| Description: |
Harland Clarke is a provider of check printing solutions as well as many strategic marketing, education, technology, and gift card services. CBW Financial Services Preferred Partner |
IST Shareholder Services |
| Address: |
209 W. Jackson Blve., Ste 903 |
| |
Chicago, IL 60606 |
| Contact: |
Greg Malatia |
| Phone: |
312-427-2953 |
| Fax: |
312-427-2879 |
| Email: |
greg@ilstk.com |
| Website: |
www.illinoisstocktransfer.com |
| Description: |
Since 1912, IST Shareholder Services has been providing transfer agent services for public and private companies. IST specializes in customized, hands-on service for banks and bank holding companies. |
Lindgren Callihan VanOsdol |
| Address: |
4949 Harrison Ave., Ste. 300 |
| |
Rockford, IL 61109 |
| Contact: |
Dave Schroepfer |
| Phone: |
815-484-5687 |
| Fax: |
847-713-3687 |
| Email: |
dschroepfer@lcvcpa.com |
| Website: |
www.lcvcpa.com |
| Description: |
Audits, Tax Services, Information Systems Assessments, Perimeter Intrusion Testing, ACH Consulting, Loan Review, Compliance, BSA Consulting, Trust Examinations, Direstors' Exams, Merger & Acquisition Assistance, Internal Audit and ALM/Interest Rate Risk Consulting |
Mortgagebot LLC |
| Address: |
1000 W. Donges Bay Road |
| |
Mequon, WI 53092 |
| Contact: |
Donna Daniels |
| Phone: |
877-861-3354 |
| Fax: |
262-292-0940 |
| Email: |
donna.daniels@mortgagebot.com |
| Website: |
www.mortgagebot.com |
| Description: |
Mortgagbot provides PowerSite, the award-winning Web-based suite of mortgage-origination solutions, and Mortgage Marvel, the revolutionary new mortgage-shopping service that helps community lenders compete with popular online lenders. |
Secure Banking Solutions, LLC |
| Address: |
1400 N. Washington Ave., Ste. 103 |
| |
Madison, SD 57042 |
| Contact: |
Nick Podhradsky |
| Phone: |
605-770-3926 |
| Fax: |
612-392-7657 |
| Email: |
Nick@protectmybank.com |
| Website: |
www.protectmybank.com |
| Description: |
IT Audit - Risk Assessment - Policy & Procedure Development - Penetration Testing - Vulnerability Assessment - Business Continuity Planning - Incident Response Planning - Risk Management Consulting - BSA Audit - CBW Financial Services Preferred Partner |
Simplifile |
| Address: |
385 Oak Manor Drive |
| |
Oshkosh, WI 54904 |
| Contact: |
Mark Moats |
| Phone: |
800-460-5657 |
| Fax: |
801-373-1417 |
| Email: |
mark.moats@simplifile.com |
| Website: |
www.simplifile.com |
| Description: |
"Simplifile is the leading provider of electronic recording (e-recording) services. Visit www.simplifile.com to learn how e-recording saves you time and money." |
Training / Education
BSA/AML Solutions, Inc. |
| Address: |
26319 W. Boesch Place |
| |
Ingleside, IL 60041 |
| Contact: |
Joseph Gunnell |
| Phone: |
847-973-8140 |
| Fax: |
847-587-8093 |
| Email: |
jjgunnell@comcast.net |
| Website: |
www.bsasolutionsinc.com |
| Description: |
Retired FDIC Bank Examiner (30-years) who specializes in Independent BSA/AML reviews/audits. Problem solver for BSA, AML, and OFAC. Experts in resolving regulatory actions, e.g. Board Resolutions, Memorandum of Understandings and Cease & Desist Orders. |
cbanc Network |
| Address: |
9430 Research Blfd.#4, Ste 400 |
| |
Austin, TX 78759 |
| Contact: |
Myers Dupuy |
| Phone: |
512-685-2068 |
| Fax: |
512-343-8600 |
| Email: |
myers@cbancnetwork.com |
| Website: |
www.cbancnetwork.com |
| Description: |
Online Network of community banks to share best of practices between banks from across the country. |
Web Site Development
DCS Netlink |
| Address: |
1800 Macouley Avenue |
| |
Rice Lake, WI 54868 |
| Contact: |
Dane Deutsch |
| Phone: |
715-236-7424 |
| Fax: |
715-236-7423 |
| Email: |
ddeutsch@dcsnetlink.com |
| Website: |
dcsnetlink.com |
| Description: |
Service, Sales, Installation of Computers, Servers, Networks, Website Design Hosting, E-Mail, Database Programming, Wireless, Internet Security |
Mortgagebot LLC |
| Address: |
1000 W. Donges Bay Road |
| |
Mequon, WI 53092 |
| Contact: |
Donna Daniels |
| Phone: |
877-861-3354 |
| Fax: |
262-292-0940 |
| Email: |
donna.daniels@mortgagebot.com |
| Website: |
www.mortgagebot.com |
| Description: |
Mortgagbot provides PowerSite, the award-winning Web-based suite of mortgage-origination solutions, and Mortgage Marvel, the revolutionary new mortgage-shopping service that helps community lenders compete with popular online lenders. |
Wholesale and Correspondent Lending
AmeriSave Mortgage Corporation |
| Address: |
1127 Merrill Springs Road |
| |
Madison, WI 53705 |
| Contact: |
John Dubisky |
| Phone: |
404-324-4952 |
| Fax: |
404-424-0444 |
| Email: |
jdubisky@amerisave.com |
| Website: |
www.myamerigo.com |
| Description: |
Amerisave Institutional Lending provides mortgage solutions for FDIC insured institutions. Wouldn't it be great to partner with an investor sophisticated enough to meet all of your secondary market lending needs but nimble enough to stay ahead of the ever-changing marketplace? We build processes around the way you lend. We focus on you so you can focus on the community you serve. |
Crescent Mortgage |
| Address: |
1827 S. Sunkist Circle |
| |
De Pere, WI 54115 |
| Contact: |
Dan Biebel |
| Phone: |
920-336-9663 |
| Fax: |
678-942-4032 |
| Email: |
dbiebel@crescentmortgage.net |
| Website: |
www.crescentexpress.net |
| Description: |
Community bank owned mortgage wholesaler catering to the unique needs of the community banker. |
Quicken Loans Mortgage Services |
| Address: |
311 Cambridge Dr. |
| |
Geneva, IL 60134 |
| Contact: |
Andy Steben |
| Phone: |
734-737-2668 |
| Fax: |
734-386-3910 |
| Email: |
andysteben@quickenloans.com |
| Website: |
www.qlmortgageservices.com |
| Description: |
Quicken Loans Mortgage Services (QLMS) is a division of Quicken Loans that offers community banks a non-depository mortgage outlet that delivers best in class technology, product, pricing, and service levels. |
