Membership Levels
= Gold
= Silver
= Bronze
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. |
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. |
BCI |
| Address: |
757 N. Broadway |
| |
Milwaukee, WI 53202 |
| Contact: |
James Kosterman |
| Phone: |
800-222-1509 |
| Fax: |
414-273-1507 |
| Email: |
jkosterman@bcihq.com |
| Website: |
www.bcihq.com |
| Description: |
BCI plans, designs, builds and brands financial facilities. |
Design Unlimited |
| Address: |
303 W. Upham St., Ste 100 |
| |
Marshfield, WI 54449 |
| Contact: |
Donna Kellner |
| Phone: |
715-384-3207 |
| Fax: |
715-384-9922 |
| Email: |
admin@designunlimitedmfld.com |
HTG Architects |
| Address: |
9300 Hennepin Town Road |
| |
Minneapolis, MN 55347 |
| Contact: |
Kari Eller |
| Phone: |
952-278-8880 |
| Fax: |
952-278-8822 |
| Email: |
keller@htg-architects.com |
| Website: |
www.htg-architects.com |
| Description: |
Bronze Level Conference Sponsor
HTG EVOBANK Architects: site selection, planning, trends, architecture, your local contractors. 1,300 financial institution projects |
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 |
Sterne, Agee & Leach, Inc. |
| Address: |
123 N. Wacker Drive, Ste. 1250 |
| |
Chicago, IL 60606 |
| Contact: |
Aaron Schmanski |
| Phone: |
800-949-2406 |
| Fax: |
312-525-8438 |
| Email: |
aschmanski@sterneagee.com |
| Website: |
www.sterneagee.com |
| Description: |
Sterne Agee provides community banks with tools to monitor interest rate risk, manage earnings and protect their balance sheet. |
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 |
First Data/Star Network |
| Address: |
925 Timber Ridge Drive |
| |
Oregon, WI 53575 |
| Contact: |
Leah Stemper |
| Phone: |
608-835-2970 |
| Fax: |
608-835-2971 |
| Email: |
leah.stemper@firstdata.com |
| Website: |
www.star.com |
| Description: |
The STAR Network, Part of the First Data Family, is an Electronic Payments Network. Provider of ATM and debit card processing solutions, ATM driving, STAR and Instant Cash Networks. |
Merchants' Choice Card Services |
| Address: |
W8275 Cty MM |
| |
Hortonville, WI 54944 |
| Contact: |
Les Van Ornum |
| Phone: |
920-779-9000 |
| Fax: |
920-779-6776 |
| Email: |
info@mccs-wi.com |
| Description: |
MCCS is a full service partner with a goal of retaining and obtaining new customers. We provide competitive rates and are honest in assessing customer needs. |
ATM / Sales / Service
Cash Depot |
| Address: |
1740 Cofrin Drive, Ste 2 |
| |
Green Bay, WI 54302 |
| Contact: |
Linda Bins |
| Phone: |
920-432-5777 |
| Fax: |
920-432-5777 |
| Email: |
lbins@srlcd.com |
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. |
FSC - Flitz Service Corporation |
| Address: |
708B Larry Court |
| |
Waukesha, WI 53186 |
| Contact: |
Gary Rossman |
| Phone: |
262-798-9300 |
| Fax: |
262-798-5615 |
| Email: |
cucinello@ameritech.net |
| Description: |
Sales, Installation - Service of ATM and Money Processing Equipment throughout the Midwest. |
Merchants' Choice Card Services |
| Address: |
W8275 Cty MM |
| |
Hortonville, WI 54944 |
| Contact: |
Les Van Ornum |
| Phone: |
920-779-9000 |
| Fax: |
920-779-6776 |
| Email: |
info@mccs-wi.com |
| Description: |
MCCS is a full service partner with a goal of retaining and obtaining new customers. We provide competitive rates and are honest in assessing customer needs. |
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. |
Cash Depot |
| Address: |
1740 Cofrin Drive, Ste 2 |
| |
Green Bay, WI 54302 |
| Contact: |
Linda Bins |
| Phone: |
920-432-5777 |
| Fax: |
920-432-5777 |
| Email: |
lbins@srlcd.com |
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. |
Lindgren Callihan VanOsdol |
| Address: |
4949 Harrison Ave., Ste. 300 |
| |
Rockford, IL 61125 |
| Contact: |
Dave Schroepfer |
| Phone: |
815-484-5687 |
| Fax: |
847-713-3687 |
| Email: |
dschroepfer@levapa.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 |
SynerComm |
| Address: |
3265 Gateway Road, Ste 650 |
| |
Brookfield, WI 53045 |
| Contact: |
Kirk Hanratty |
| Phone: |
262-373-7100 |
| Fax: |
262-373-7171 |
| Email: |
khanratty@synercomm.com |
| Description: |
SynerComm’s goal is to help customer’s meet their business objectives by being a trusted IT advisor and preferred solutions provider. Our DeliverIT team provides IT network and security infrastructure products and services. Our AssureIT team provides Information Assurance Services (Audit, Assessment, and Penetration Testing) services. |
Bank Equipment
Data Financial, Inc. |
| Address: |
1100 Glen Oaks Lane |
| |
Mequon, WI 53092 |
| Contact: |
James Holtz |
| Phone: |
262-243-5511 |
| Fax: |
262-243-9260 |
| Email: |
jholtz@datafinancial.com |
| Description: |
Data Financial provides cash handling and related branch automation products and support. Your source for quality, value and innovation. |
FSC - Flitz Service Corporation |
| Address: |
708B Larry Court |
| |
Waukesha, WI 53186 |
| Contact: |
Gary Rossman |
| Phone: |
262-798-9300 |
| Fax: |
262-798-5615 |
| Email: |
cucinello@ameritech.net |
| Description: |
Sales, Installation - Service of ATM and Money Processing Equipment throughout the Midwest. |
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
Nexity Bank - Corresp. Banking |
| Address: |
200 Woodland Prime, Suite 315 |
| |
Menomonee Falls, WI 53051 |
| Contact: |
Brett Patten |
| Phone: |
866-440-6515 |
| Fax: |
262-509-6939 |
| Email: |
bpatten@nexitybank.com |
| Website: |
www.cbs.nexitybank.com |
| Description: |
Nexity Bank provides correspondent services to community banks. The Wisconsin based team partners with community banks to optimize the asset/liability process. Our proactive investment, funding, capital and hedging strategies enable community banks to mitigate risk and enhance financial performance. |
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: |
Markets tax credit investments for supportive housing that serves frail elderly, deaf, disabled veterans and mentally ill. |
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. |
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: |
Since 1988, PMA has been a "Complete Funding Solution" for the Community Bank Sector (Public Funds and DTC eligible CD's). |
Sterne, Agee & Leach, Inc. |
| Address: |
123 N. Wacker Drive, Ste. 1250 |
| |
Chicago, IL 60606 |
| Contact: |
Aaron Schmanski |
| Phone: |
800-949-2406 |
| Fax: |
312-525-8438 |
| Email: |
aschmanski@sterneagee.com |
| Website: |
www.sterneagee.com |
| Description: |
Sterne Agee provides community banks with tools to monitor interest rate risk, manage earnings and protect their balance sheet. |
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 Recruiter
B$ Recruiters |
| Address: |
155 E. Capital Drive, Suite #5 |
| |
Hartland, WI 53029 |
| Contact: |
Del Garcia |
| Phone: |
262-369-8109 |
| Fax: |
262-369-8028 |
| Email: |
del9730@aol.com |
| Description: |
Bank recruiter, placing banking professionals in the Wisconsin marketplace and bordering states for over 20+ years. |
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. |
Lindgren Callihan VanOsdol |
| Address: |
4949 Harrison Ave., Ste. 300 |
| |
Rockford, IL 61125 |
| Contact: |
Dave Schroepfer |
| Phone: |
815-484-5687 |
| Fax: |
847-713-3687 |
| Email: |
dschroepfer@levapa.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, Ste 950 |
| |
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. |
Presus Mortgage |
| Address: |
10425 W. North Avenue, Ste. 100 |
| |
Wauwatosa, WI 53226 |
| Contact: |
Peter Maurer |
| Phone: |
414-259-0218 |
| Fax: |
414-727-8060 |
| Email: |
pmaurer@presus.com |
| Website: |
www.presusmortgage.com |
| Description: |
FHA, VA, Conventional, Rural Housing, Conforming Fallout & Niche Mortgage Lending. Easy program to setup and implement. Utilize all potential loan programs and options available. |
Promontory Interfinancial Network |
| Address: |
1515 N. Courthouse Rd. #800 |
| |
Arlington, VA 22201 |
| Contact: |
Mark Martello |
| Phone: |
703-292-3400 |
| Fax: |
703-528-5700 |
| Email: |
mmartello@promnetwork.com |
| Website: |
www.promnetwork.com |
| Description: |
CDARS (Certificate of Deposit Account Registry Service) Your source for funding solutions |
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
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. |
Sterne, Agee & Leach, Inc. |
| Address: |
123 N. Wacker Drive, Ste. 1250 |
| |
Chicago, IL 60606 |
| Contact: |
Aaron Schmanski |
| Phone: |
800-949-2406 |
| Fax: |
312-525-8438 |
| Email: |
aschmanski@sterneagee.com |
| Website: |
www.sterneagee.com |
| Description: |
Sterne Agee provides community banks with tools to monitor interest rate risk, manage earnings and protect their balance sheet. |
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 |
Check Imaging / Processing Systems
Nexity Bank - Corresp. Banking |
| Address: |
200 Woodland Prime, Suite 315 |
| |
Menomonee Falls, WI 53051 |
| Contact: |
Brett Patten |
| Phone: |
866-440-6515 |
| Fax: |
262-509-6939 |
| Email: |
bpatten@nexitybank.com |
| Website: |
www.cbs.nexitybank.com |
| Description: |
Nexity Bank provides correspondent services to community banks. The Wisconsin based team partners with community banks to optimize the asset/liability process. Our proactive investment, funding, capital and hedging strategies enable community banks to mitigate risk and enhance financial performance. |
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: |
Bill Ristvedt |
| Phone: |
763-235-5320 |
| Fax: |
763-235-5301 |
| Email: |
bristvedt@cfctechnology.com |
| Website: |
www.cfctechnology.com |
| Description: |
Providing: Check 21, Branch Capture, Merchant Capture, Networking, Virtualization, Remote Digital Data Storage, Operations Advisory, BCP, Risk Assessments, ODP |
Data Financial, Inc. |
| Address: |
1100 Glen Oaks Lane |
| |
Mequon, WI 53092 |
| Contact: |
James Holtz |
| Phone: |
262-243-5511 |
| Fax: |
262-243-9260 |
| Email: |
jholtz@datafinancial.com |
| Description: |
Data Financial provides cash handling and related branch automation products and support. Your source for quality, value and innovation. |
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. |
Merchants' Choice Card Services |
| Address: |
W8275 Cty MM |
| |
Hortonville, WI 54944 |
| Contact: |
Les Van Ornum |
| Phone: |
920-779-9000 |
| Fax: |
920-779-6776 |
| Email: |
info@mccs-wi.com |
| Description: |
MCCS is a full service partner with a goal of retaining and obtaining new customers. We provide competitive rates and are honest in assessing customer needs. |
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." |
Merchants' Choice Card Services |
| Address: |
W8275 Cty MM |
| |
Hortonville, WI 54944 |
| Contact: |
Les Van Ornum |
| Phone: |
920-779-9000 |
| Fax: |
920-779-6776 |
| Email: |
info@mccs-wi.com |
| Description: |
MCCS is a full service partner with a goal of retaining and obtaining new customers. We provide competitive rates and are honest in assessing customer needs. |
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
SafeAssured Community Solutions |
| Address: |
7575 Bombardier Court, Suite 300 |
| |
Wausau, WI 54401 |
| Contact: |
Ken Hofmaster |
| Phone: |
888-894-5263 |
| Fax: |
715-842-8664 |
| Email: |
khofmaster@safeassured-id.com |
| Website: |
www.safeassured-id.com |
| Description: |
Turnkey family safety programs providing highly visible community engagement and helping with CRA compliance Requirements. |
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 |
AML RightSource LLC |
| Address: |
1111 Superior Ave., Suite 1111 |
| |
Cleveland, OH 44114 |
| Contact: |
Sal Fragapane |
| Phone: |
216-615-8937 |
| Fax: |
216-771-1210 |
| Email: |
sfragapane@amlrightsource.com |
| Description: |
We provide consulting services and are an outsourcing solution to satisfy the daily transaction monitoring requirements of the Bank Secrecy Act. |
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 |
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, Hardware Procurement, Implementation Services, and Managed Data Security Services |
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. |
Inquirehire |
| Address: |
320 LeClaire Street |
| |
Davenport, IA 52801 |
| Contact: |
Alan Kinsey |
| Phone: |
563-323-5922 |
| Fax: |
563-323-5441 |
| Email: |
akinsey@sweeneyinc.com |
| Website: |
www.inquirehire.com |
| Description: |
Inquirehire specializes in providing background checks for banks. New services include E-reference Check and the E- hire Solution |
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 |
Wolters Kluwer Financial Serv. |
| Address: |
6815 Saukview Drive |
| |
St. Cloud, MN 56302 |
| Contact: |
Pam Braland |
| Phone: |
800-397-2341 |
| Fax: |
320-251-3723 |
| Email: |
pam.braland@wolterskluwerfs.com |
| Website: |
www.wolterskluwerfs.com |
| Description: |
Compliance, content, technolgoy, and services for banking, securities and insurance, Lending, IRA and Patriot Act Solutions. |
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, Hardware Procurement, Implementation Services, and Managed Data Security Services |
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. |
Computer Processing/ Software
Jack Henry & Associates Inc. |
| Address: |
663 W. Hwy. 60, PO Box 807 |
| |
Monett, MO 65708 |
| Contact: |
Dennis Jones |
| Phone: |
417-235-6652 |
| Fax: |
417-236-8959 |
| Email: |
djones@jackhenry.com |
| Website: |
www.jackhenrybanking.com |
| Description: |
Full Data Processing Both In-House and Service Bureau Environment - Bronze Level Conference Sponsor - Bronze Corporate Member |
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
Nexity Bank - Corresp. Banking |
| Address: |
200 Woodland Prime, Suite 315 |
| |
Menomonee Falls, WI 53051 |
| Contact: |
Brett Patten |
| Phone: |
866-440-6515 |
| Fax: |
262-509-6939 |
| Email: |
bpatten@nexitybank.com |
| Website: |
www.cbs.nexitybank.com |
| Description: |
Nexity Bank provides correspondent services to community banks. The Wisconsin based team partners with community banks to optimize the asset/liability process. Our proactive investment, funding, capital and hedging strategies enable community banks to mitigate risk and enhance financial performance. |
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. |
RSM McGladrey, Inc. |
| Address: |
8040 Excelsior Drive, Ste. 300 |
| |
Madison, WI 53717 |
| Contact: |
Bill McDonald |
| Phone: |
608-829-5420 |
| Fax: |
608-833-8195 |
| Email: |
bill.mcdonald@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. |
Abound Resources, Inc. |
| Address: |
13740 Resource Blvd., # 2, Bldg. 2 |
| |
Austin, TX 78750 |
| Contact: |
Ryan Esquell |
| Phone: |
512-351-3702 |
| Fax: |
512-231-1752 |
| Email: |
resquell@aboundresources.com |
| Website: |
www.aboundresources.com |
| Description: |
Abound Offers Advisory Services to Community Banks Addressing Their Unique Technology Needs and Challenges |
AML RightSource LLC |
| Address: |
1111 Superior Ave., Suite 1111 |
| |
Cleveland, OH 44114 |
| Contact: |
Sal Fragapane |
| Phone: |
216-615-8937 |
| Fax: |
216-771-1210 |
| Email: |
sfragapane@amlrightsource.com |
| Description: |
We provide consulting services and are an outsourcing solution to satisfy the daily transaction monitoring requirements of the Bank Secrecy Act. |
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. |
BCI |
| Address: |
757 N. Broadway |
| |
Milwaukee, WI 53202 |
| Contact: |
James Kosterman |
| Phone: |
800-222-1509 |
| Fax: |
414-273-1507 |
| Email: |
jkosterman@bcihq.com |
| Website: |
www.bcihq.com |
| Description: |
BCI plans, designs, builds and brands financial facilities. |
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. |
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. |
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, Hardware Procurement, Implementation Services, and Managed Data Security Services |
Crowe Horwath LLP |
| Address: |
1 Mid America Plaza, Box 3697 |
| |
Oakbrook Terrace, IL 60522-3697 |
| Contact: |
Celeste Bessette |
| Phone: |
630-574-7878 |
| Fax: |
630-574-1608 |
| Email: |
celeste.bessette@crowehorwath.com |
| Website: |
www.crowehorwath.com |
| Description: |
CPA Firm - Bank Specialists - Audit, Tax, and Outsourcing (Internal Audit, Loan Review, Information Systems and Internet Security, Compliance) - Silver Level Conference Sponsor |
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: |
burrington@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. |
HTG Architects |
| Address: |
9300 Hennepin Town Road |
| |
Minneapolis, MN 55347 |
| Contact: |
Kari Eller |
| Phone: |
952-278-8880 |
| Fax: |
952-278-8822 |
| Email: |
keller@htg-architects.com |
| Website: |
www.htg-architects.com |
| Description: |
Bronze Level Conference Sponsor
HTG EVOBANK Architects: site selection, planning, trends, architecture, your local contractors. 1,300 financial institution projects |
Lighthouse Leadership |
| Address: |
3816 Kingbird Avenue |
| |
Wausau, WI 54401 |
| Contact: |
Mike Krutza |
| Phone: |
715-892-8282 |
| Fax: |
715-684-5132 |
| Email: |
mikekrutza@lighthouse-leadership.com |
| Website: |
www.lighthouse-leadership.com |
| Description: |
We help leaders uncover the disconnects among employees and customers so that the organization adjusts to seize opportunities. |
Lindgren Callihan VanOsdol |
| Address: |
4949 Harrison Ave., Ste. 300 |
| |
Rockford, IL 61125 |
| Contact: |
Dave Schroepfer |
| Phone: |
815-484-5687 |
| Fax: |
847-713-3687 |
| Email: |
dschroepfer@levapa.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 |
Sterne, Agee & Leach, Inc. |
| Address: |
123 N. Wacker Drive, Ste. 1250 |
| |
Chicago, IL 60606 |
| Contact: |
Aaron Schmanski |
| Phone: |
800-949-2406 |
| Fax: |
312-525-8438 |
| Email: |
aschmanski@sterneagee.com |
| Website: |
www.sterneagee.com |
| Description: |
Sterne Agee provides community banks with tools to monitor interest rate risk, manage earnings and protect their balance sheet. |
SynerComm |
| Address: |
3265 Gateway Road, Ste 650 |
| |
Brookfield, WI 53045 |
| Contact: |
Kirk Hanratty |
| Phone: |
262-373-7100 |
| Fax: |
262-373-7171 |
| Email: |
khanratty@synercomm.com |
| Description: |
SynerComm’s goal is to help customer’s meet their business objectives by being a trusted IT advisor and preferred solutions provider. Our DeliverIT team provides IT network and security infrastructure products and services. Our AssureIT team provides Information Assurance Services (Audit, Assessment, and Penetration Testing) services. |
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. |
WM Enterprises, Inc. |
| Address: |
2360 Dousman Street |
| |
Green Bay, WI 54303 |
| Contact: |
Marla Micoley |
| Phone: |
920-617-9142 |
| Fax: |
920-617-9185 |
| Email: |
marlam@micoley.com |
| Website: |
www.micoley.com |
| Description: |
Accelerated Marketing specicalists expertly skilled in rapid disposition of Residential, Commercial, Investment, and REO Properties |
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
Jack Henry & Associates Inc. |
| Address: |
663 W. Hwy. 60, PO Box 807 |
| |
Monett, MO 65708 |
| Contact: |
Dennis Jones |
| Phone: |
417-235-6652 |
| Fax: |
417-236-8959 |
| Email: |
djones@jackhenry.com |
| Website: |
www.jackhenrybanking.com |
| Description: |
Full Data Processing Both In-House and Service Bureau Environment - Bronze Level Conference Sponsor - Bronze 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. |
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. |
Corporate MasterCard
Coming soon!
Correspondent Banking
Nexity Bank - Corresp. Banking |
| Address: |
200 Woodland Prime, Suite 315 |
| |
Menomonee Falls, WI 53051 |
| Contact: |
Brett Patten |
| Phone: |
866-440-6515 |
| Fax: |
262-509-6939 |
| Email: |
bpatten@nexitybank.com |
| Website: |
www.cbs.nexitybank.com |
| Description: |
Nexity Bank provides correspondent services to community banks. The Wisconsin based team partners with community banks to optimize the asset/liability process. Our proactive investment, funding, capital and hedging strategies enable community banks to mitigate risk and enhance financial performance. |
Independent Bankers' Bank |
| Address: |
3161 West White Oaks Dr, Ste. 300 |
| |
Springfield, IL 62704 |
| Contact: |
John Jones |
| Phone: |
217-585-0734 |
| Fax: |
217-585-0396 |
| Email: |
John.jones@ibb.cc |
| Website: |
www.ibb.cc |
| Description: |
Complete Image Cash Letter Exchange, in addition to Correspondent Banking Services |
Presus Mortgage |
| Address: |
10425 W. North Avenue, Ste. 100 |
| |
Wauwatosa, WI 53226 |
| Contact: |
Peter Maurer |
| Phone: |
414-259-0218 |
| Fax: |
414-727-8060 |
| Email: |
pmaurer@presus.com |
| Website: |
www.presusmortgage.com |
| Description: |
FHA, VA, Conventional, Rural Housing, Conforming Fallout & Niche Mortgage Lending. Easy program to setup and implement. Utilize all potential loan programs and options available. |
Sterne, Agee & Leach, Inc. |
| Address: |
123 N. Wacker Drive, Ste. 1250 |
| |
Chicago, IL 60606 |
| Contact: |
Aaron Schmanski |
| Phone: |
800-949-2406 |
| Fax: |
312-525-8438 |
| Email: |
aschmanski@sterneagee.com |
| Website: |
www.sterneagee.com |
| Description: |
Sterne Agee provides community banks with tools to monitor interest rate risk, manage earnings and protect their balance sheet. |
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 |
Merchants' Choice Card Services |
| Address: |
W8275 Cty MM |
| |
Hortonville, WI 54944 |
| Contact: |
Les Van Ornum |
| Phone: |
920-779-9000 |
| Fax: |
920-779-6776 |
| Email: |
info@mccs-wi.com |
| Description: |
MCCS is a full service partner with a goal of retaining and obtaining new customers. We provide competitive rates and are honest in assessing customer needs. |
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 |
Culture Assessment
Lighthouse Leadership |
| Address: |
3816 Kingbird Avenue |
| |
Wausau, WI 54401 |
| Contact: |
Mike Krutza |
| Phone: |
715-892-8282 |
| Fax: |
715-684-5132 |
| Email: |
mikekrutza@lighthouse-leadership.com |
| Website: |
www.lighthouse-leadership.com |
| Description: |
We help leaders uncover the disconnects among employees and customers so that the organization adjusts to seize opportunities. |
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 |
Delinquency Tax Verification
Coming soon!
Deposit Services
Wolters Kluwer Financial Serv. |
| Address: |
6815 Saukview Drive |
| |
St. Cloud, MN 56302 |
| Contact: |
Pam Braland |
| Phone: |
800-397-2341 |
| Fax: |
320-251-3723 |
| Email: |
pam.braland@wolterskluwerfs.com |
| Website: |
www.wolterskluwerfs.com |
| Description: |
Compliance, content, technolgoy, and services for banking, securities and insurance, Lending, IRA and Patriot Act Solutions. |
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, Hardware Procurement, Implementation Services, and Managed Data Security Services |
MPA Systems, Inc. |
| Address: |
P.O. Box 838 |
| |
Sanger, TX 76266 |
| Contact: |
Molly McGuirk |
| Phone: |
940-458-2600 |
| Fax: |
940-458-2700 |
| Email: |
mpasales@fs.utc.com |
| Website: |
www.mpasystems.com |
| Description: |
Since 1962, MPA has been providing a Disaster Recovery Program for a low annual fee. Customized lease and sale buildings available. |
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 |
Lighthouse Leadership |
| Address: |
3816 Kingbird Avenue |
| |
Wausau, WI 54401 |
| Contact: |
Mike Krutza |
| Phone: |
715-892-8282 |
| Fax: |
715-684-5132 |
| Email: |
mikekrutza@lighthouse-leadership.com |
| Website: |
www.lighthouse-leadership.com |
| Description: |
We help leaders uncover the disconnects among employees and customers so that the organization adjusts to seize opportunities. |
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." |
First Data/Star Network |
| Address: |
925 Timber Ridge Drive |
| |
Oregon, WI 53575 |
| Contact: |
Leah Stemper |
| Phone: |
608-835-2970 |
| Fax: |
608-835-2971 |
| Email: |
leah.stemper@firstdata.com |
| Website: |
www.star.com |
| Description: |
The STAR Network, Part of the First Data Family, is an Electronic Payments Network. Provider of ATM and debit card processing solutions, ATM driving, STAR and Instant Cash Networks. |
Merchants' Choice Card Services |
| Address: |
W8275 Cty MM |
| |
Hortonville, WI 54944 |
| Contact: |
Les Van Ornum |
| Phone: |
920-779-9000 |
| Fax: |
920-779-6776 |
| Email: |
info@mccs-wi.com |
| Description: |
MCCS is a full service partner with a goal of retaining and obtaining new customers. We provide competitive rates and are honest in assessing customer needs. |
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. |
Exterior Signage
JNB Signs, Inc. |
| Address: |
1221 Venture Drive, St. 1 |
| |
Janesville, WI 53546 |
| Contact: |
Ryan Coffey |
| Phone: |
608-754-6338 |
| Fax: |
608-754-7822 |
| Email: |
jnbsigns@charter.net |
| Website: |
www.jnbsigns.com |
| Description: |
Your Custom Sign Resource for all of your Signage needs. |
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
Community Commercial Services |
| Address: |
1010 S. Broad Street |
| |
Clinton, SC 29325 |
| Contact: |
Leonard Neiman |
| Phone: |
804-405-4809 |
| Fax: |
800-457-8194 |
| Email: |
ccslh@bellsouth.net |
| Website: |
www.communitycommercialservices.com |
| Description: |
CCS is the nation's premier provider of insured accounts receivable financing. |
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. |
Presus Mortgage |
| Address: |
10425 W. North Avenue, Ste. 100 |
| |
Wauwatosa, WI 53226 |
| Contact: |
Peter Maurer |
| Phone: |
414-259-0218 |
| Fax: |
414-727-8060 |
| Email: |
pmaurer@presus.com |
| Website: |
www.presusmortgage.com |
| Description: |
FHA, VA, Conventional, Rural Housing, Conforming Fallout & Niche Mortgage Lending. Easy program to setup and implement. Utilize all potential loan programs and options available. |
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
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: |
481 East Division St., Ste. 300 |
| |
Fond du Lac, WI 54937 |
| Contact: |
Peter Kujawa |
| Phone: |
920-924-9200 |
| Fax: |
920-924-9219 |
| Email: |
pkujawa@infoprofessionals.com |
| Website: |
www.ipmortgageservices.com |
| Description: |
Wisconsin-based provider of real estate tax services and flood zone determinations. |
Flood Zone Determinations
Great Lakes Flood Certification |
| Address: |
P.O. Box 663 |
| |
Wautoma, WI 54982 |
| Contact: |
Lyle Pomplun |
| Phone: |
920-787-7664 |
| Fax: |
920-787-1518 |
| Email: |
orders@glfloodcert.com |
| Website: |
www.glfloodcert.com |
| Description: |
A Flood Determination Company located in Wisconsin, offering on-line automated, e-mail, and faxed services. |
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: |
Since 1988, PMA has been a "Complete Funding Solution" for the Community Bank Sector (Public Funds and DTC eligible CD's). |
Promontory Interfinancial Network |
| Address: |
1515 N. Courthouse Rd. #800 |
| |
Arlington, VA 22201 |
| Contact: |
Mark Martello |
| Phone: |
703-292-3400 |
| Fax: |
703-528-5700 |
| Email: |
mmartello@promnetwork.com |
| Website: |
www.promnetwork.com |
| Description: |
CDARS (Certificate of Deposit Account Registry Service) Your source for funding solutions |
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 |
Jack Henry & Associates Inc. |
| Address: |
663 W. Hwy. 60, PO Box 807 |
| |
Monett, MO 65708 |
| Contact: |
Dennis Jones |
| Phone: |
417-235-6652 |
| Fax: |
417-236-8959 |
| Email: |
djones@jackhenry.com |
| Website: |
www.jackhenrybanking.com |
| Description: |
Full Data Processing Both In-House and Service Bureau Environment - Bronze Level Conference Sponsor - Bronze Corporate Member |
Abound Resources, Inc. |
| Address: |
13740 Resource Blvd., # 2, Bldg. 2 |
| |
Austin, TX 78750 |
| Contact: |
Ryan Esquell |
| Phone: |
512-351-3702 |
| Fax: |
512-231-1752 |
| Email: |
resquell@aboundresources.com |
| Website: |
www.aboundresources.com |
| Description: |
Abound Offers Advisory Services to Community Banks Addressing Their Unique Technology Needs and Challenges |
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, Hardware Procurement, Implementation Services, and Managed Data Security Services |
Lindgren Callihan VanOsdol |
| Address: |
4949 Harrison Ave., Ste. 300 |
| |
Rockford, IL 61125 |
| Contact: |
Dave Schroepfer |
| Phone: |
815-484-5687 |
| Fax: |
847-713-3687 |
| Email: |
dschroepfer@levapa.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 |
SynerComm |
| Address: |
3265 Gateway Road, Ste 650 |
| |
Brookfield, WI 53045 |
| Contact: |
Kirk Hanratty |
| Phone: |
262-373-7100 |
| Fax: |
262-373-7171 |
| Email: |
khanratty@synercomm.com |
| Description: |
SynerComm’s goal is to help customer’s meet their business objectives by being a trusted IT advisor and preferred solutions provider. Our DeliverIT team provides IT network and security infrastructure products and services. Our AssureIT team provides Information Assurance Services (Audit, Assessment, and Penetration Testing) services. |
In-House Check Printing
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: |
Mark DeLawter |
| Phone: |
704-516-7442 |
| Fax: |
866-637-0441 |
| Email: |
mark.delawter@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: |
233 S. Wacker Dr, Suite 4700 |
| |
Chicago, IL 60606 |
| Contact: |
Jeff Zehr |
| Phone: |
312-454-4310 |
| Fax: |
312-454-4401 |
| 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 |
Community Bankers Financial Services |
| Address: |
455 County Road M, Suite 101 |
| |
Madison, WI 53719 |
| Contact: |
Kevin Christians |
| Phone: |
608-833-4229 |
| Fax: |
608-833-8114 |
| Email: |
bankkevin1@msn.com |
| Website: |
communitybankers.org |
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. |
Generations Title Co., LLC |
| Address: |
6400 Gisholt Dr., Suite 108 |
| |
Madison, WI 53713-4816 |
| Contact: |
Robb Kahl |
| Phone: |
608-661-0823 |
| Fax: |
608-661-0868 |
| Email: |
rkahl@generationstitle.com |
| Website: |
www.generationstitle.com |
| Description: |
Generations Title provides the highest quality Commercial, Residential and Settlement Services throughout Wisconsin. |
Individual Assurance Company |
| Address: |
2400 W. 75th Street |
| |
Prairie Village, KS 66208 |
| Contact: |
Lee-Ann Hollister |
| Phone: |
913-236-0661 |
| Fax: |
913-236-0691 |
| Email: |
lhollister@iac-group.com |
| Website: |
iac-group.com |
| Description: |
Integrated Insurance and Debt Protection Products & Services |
Life of the South |
| Address: |
2804 Killarney Court |
| |
West Bend, WI 53095 |
| Contact: |
Rob Sutherland |
| Phone: |
202-623-4285 |
| Fax: |
202-334-3994 |
| Email: |
rsutherland@life-south.com |
| Website: |
www.fortegra.com |
| Description: |
Life of the South is a marketer, manufacturer, and administrator of insurance related products and services. |
Mortgage Assurance Corporation |
| Address: |
1600 Aspen Commons, 9th Fl, Ste 950 |
| |
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. |
Physicians Mutual |
| Address: |
2600 Dodge Street |
| |
Omaha, NE 68131-2671 |
| Contact: |
Jim Grauel |
| Phone: |
402-633-1637 |
| Fax: |
402-633-1613 |
| Email: |
jim.grauel@physiciansmutual.com |
| Website: |
www.physiciansmutual.com |
| Description: |
Providing asset protection to banks, their employees and depositors. |
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 |
RSM McGladrey, Inc. |
| Address: |
8040 Excelsior Drive, Ste. 300 |
| |
Madison, WI 53717 |
| Contact: |
Bill McDonald |
| Phone: |
608-829-5420 |
| Fax: |
608-833-8195 |
| Email: |
bill.mcdonald@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. |
Crowe Horwath LLP |
| Address: |
1 Mid America Plaza, Box 3697 |
| |
Oakbrook Terrace, IL 60522-3697 |
| Contact: |
Celeste Bessette |
| Phone: |
630-574-7878 |
| Fax: |
630-574-1608 |
| Email: |
celeste.bessette@crowehorwath.com |
| Website: |
www.crowehorwath.com |
| Description: |
CPA Firm - Bank Specialists - Audit, Tax, and Outsourcing (Internal Audit, Loan Review, Information Systems and Internet Security, Compliance) - Silver Level Conference Sponsor |
Lindgren Callihan VanOsdol |
| Address: |
4949 Harrison Ave., Ste. 300 |
| |
Rockford, IL 61125 |
| Contact: |
Dave Schroepfer |
| Phone: |
815-484-5687 |
| Fax: |
847-713-3687 |
| Email: |
dschroepfer@levapa.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
Nexity Bank - Corresp. Banking |
| Address: |
200 Woodland Prime, Suite 315 |
| |
Menomonee Falls, WI 53051 |
| Contact: |
Brett Patten |
| Phone: |
866-440-6515 |
| Fax: |
262-509-6939 |
| Email: |
bpatten@nexitybank.com |
| Website: |
www.cbs.nexitybank.com |
| Description: |
Nexity Bank provides correspondent services to community banks. The Wisconsin based team partners with community banks to optimize the asset/liability process. Our proactive investment, funding, capital and hedging strategies enable community banks to mitigate risk and enhance financial performance. |
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. |
Money Concepts |
| Address: |
135 W. Wells St., Ste. 115 |
| |
Milwaukee, WI 53203 |
| Contact: |
Donald Fortney |
| Phone: |
414-278-7576 |
| Fax: |
414-278-2394 |
| Email: |
dfortney@moneyconcepts.com |
| Website: |
www.moneyconcepts.com |
| Description: |
Broker / Dealer Investment Center for Bank Customers |
Northern Oak Capital Management |
| Address: |
250 E. Wisconsin Ave., Ste 1200 |
| |
Milwaukee, WI 53202 |
| Contact: |
Mark Zellmer |
| Phone: |
414-278-0590 |
| Fax: |
414-278-1294 |
| Email: |
mzellmer@northern-oak.com |
| Website: |
www.northern-oak.com |
| Description: |
Northern Oak Capital Management, a registered investment advisor, offers a unique asset allocation process designed as a risk-controlled approach to managing money. |
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. |
US Marketing Corporation |
| Address: |
135 W. Wells Street |
| |
Milwaukee, WI 53203 |
| Contact: |
Eric Fortney |
| Phone: |
414-278-7576 |
| Fax: |
414-347-2394 |
| Email: |
eric@usmarketingcorp.com |
| Website: |
www.usmarketingcorp.com |
| Description: |
Local Wholesale of Financial Products Designed to Accumulate, Preserve and Distribute Wealth |
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. |
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 |
Presus Mortgage |
| Address: |
10425 W. North Avenue, Ste. 100 |
| |
Wauwatosa, WI 53226 |
| Contact: |
Peter Maurer |
| Phone: |
414-259-0218 |
| Fax: |
414-727-8060 |
| Email: |
pmaurer@presus.com |
| Website: |
www.presusmortgage.com |
| Description: |
FHA, VA, Conventional, Rural Housing, Conforming Fallout & Niche Mortgage Lending. Easy program to setup and implement. Utilize all potential loan programs and options available. |
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. |
US Small Business Administration |
| Address: |
740 Regent Street, Ste 100 |
| |
Madison, WI 53715 |
| Contact: |
Eric Ness |
| Phone: |
608-441-5263 |
| Fax: |
608-441-5541 |
| Email: |
eric.ess@sba.gov |
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. |
WebEquity Solutions, LLC |
| Address: |
302 S. Locust Street |
| |
Glenwood, IA 51534 |
| Contact: |
Dave McEvoy |
| Phone: |
800-264-0787 |
| Fax: |
712-527-4856 |
| Email: |
dave.mcevoy@eci-equity.com |
| Website: |
www.webequitysolutions.com |
| Description: |
WebEquity Solutions provides a browser-based lending solution for processing commercial, agricultural and consumer loans all in one system. |
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 |
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. |
BCI |
| Address: |
757 N. Broadway |
| |
Milwaukee, WI 53202 |
| Contact: |
James Kosterman |
| Phone: |
800-222-1509 |
| Fax: |
414-273-1507 |
| Email: |
jkosterman@bcihq.com |
| Website: |
www.bcihq.com |
| Description: |
BCI plans, designs, builds and brands financial facilities. |
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 |
Lighthouse Leadership |
| Address: |
3816 Kingbird Avenue |
| |
Wausau, WI 54401 |
| Contact: |
Mike Krutza |
| Phone: |
715-892-8282 |
| Fax: |
715-684-5132 |
| Email: |
mikekrutza@lighthouse-leadership.com |
| Website: |
www.lighthouse-leadership.com |
| Description: |
We help leaders uncover the disconnects among employees and customers so that the organization adjusts to seize opportunities. |
SafeAssured Community Solutions |
| Address: |
7575 Bombardier Court, Suite 300 |
| |
Wausau, WI 54401 |
| Contact: |
Ken Hofmaster |
| Phone: |
888-894-5263 |
| Fax: |
715-842-8664 |
| Email: |
khofmaster@safeassured-id.com |
| Website: |
www.safeassured-id.com |
| Description: |
Turnkey family safety programs providing highly visible community engagement and helping with CRA compliance Requirements. |
WM Enterprises, Inc. |
| Address: |
2360 Dousman Street |
| |
Green Bay, WI 54303 |
| Contact: |
Marla Micoley |
| Phone: |
920-617-9142 |
| Fax: |
920-617-9185 |
| Email: |
marlam@micoley.com |
| Website: |
www.micoley.com |
| Description: |
Accelerated Marketing specicalists expertly skilled in rapid disposition of Residential, Commercial, Investment, and REO Properties |
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: |
Bill Ristvedt |
| Phone: |
763-235-5320 |
| Fax: |
763-235-5301 |
| Email: |
bristvedt@cfctechnology.com |
| Website: |
www.cfctechnology.com |
| Description: |
Providing: Check 21, Branch Capture, Merchant Capture, Networking, Virtualization, Remote Digital Data Storage, Operations Advisory, BCP, Risk Assessments, ODP |
Data Financial, Inc. |
| Address: |
1100 Glen Oaks Lane |
| |
Mequon, WI 53092 |
| Contact: |
James Holtz |
| Phone: |
262-243-5511 |
| Fax: |
262-243-9260 |
| Email: |
jholtz@datafinancial.com |
| Description: |
Data Financial provides cash handling and related branch automation products and support. Your source for quality, value and innovation. |
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 |
Modular Bank Buildings
MPA Systems, Inc. |
| Address: |
P.O. Box 838 |
| |
Sanger, TX 76266 |
| Contact: |
Molly McGuirk |
| Phone: |
940-458-2600 |
| Fax: |
940-458-2700 |
| Email: |
mpasales@fs.utc.com |
| Website: |
www.mpasystems.com |
| Description: |
Since 1962, MPA has been providing a Disaster Recovery Program for a low annual fee. Customized lease and sale buildings available. |
Mortgage Lending
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. |
Mortgage Lending
ICBA Mortgage Corporation |
| Address: |
1615 L Street NW, Suite 900 |
| |
Washington, DC 20036 |
| Contact: |
Elizabeth Deal |
| Phone: |
800-253-5356 |
| Fax: |
719-836-0671 |
| Email: |
elizabeth.deal@icba.org |
| Website: |
www.icbamortgage.com |
| Description: |
ICBA Mortgage offers servicing released and retained secondary mortgage loan solutions designed exclusively for community banks. Direct selling to Fannie/Freddie and reverse mortgage programs are also available. CBW Financial Services Preferred Partner. |
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. |
Taylor, Bean & Whitaker |
| Address: |
10905 Talon Way |
| |
Louisville, Ky 40223 |
| Contact: |
Dee Anna Hatfield |
| Phone: |
800-728-1129 |
| Fax: |
502-254-2217 |
| Email: |
dhatfield@taylorbein.com |
| Website: |
www.taylorbean.com |
| Description: |
Mortgage Lender |
Network Technology/Merchant Remote Deposit Capture
CFC Technology Corporation |
| Address: |
2600 Fernbrook Lane, #138 |
| |
Plymouth, MN 55447 |
| Contact: |
Bill Ristvedt |
| Phone: |
763-235-5320 |
| Fax: |
763-235-5301 |
| Email: |
bristvedt@cfctechnology.com |
| Website: |
www.cfctechnology.com |
| Description: |
Providing: Check 21, Branch Capture, Merchant Capture, Networking, Virtualization, Remote Digital Data Storage, Operations Advisory, BCP, Risk Assessments, ODP |
Out-Source Provider
AML RightSource LLC |
| Address: |
1111 Superior Ave., Suite 1111 |
| |
Cleveland, OH 44114 |
| Contact: |
Sal Fragapane |
| Phone: |
216-615-8937 |
| Fax: |
216-771-1210 |
| Email: |
sfragapane@amlrightsource.com |
| Description: |
We provide consulting services and are an outsourcing solution to satisfy the daily transaction monitoring requirements of the Bank Secrecy Act. |
Community Commercial Services |
| Address: |
1010 S. Broad Street |
| |
Clinton, SC 29325 |
| Contact: |
Leonard Neiman |
| Phone: |
804-405-4809 |
| Fax: |
800-457-8194 |
| Email: |
ccslh@bellsouth.net |
| Website: |
www.communitycommercialservices.com |
| Description: |
CCS is the nation's premier provider of insured accounts receivable financing. |
SynerComm |
| Address: |
3265 Gateway Road, Ste 650 |
| |
Brookfield, WI 53045 |
| Contact: |
Kirk Hanratty |
| Phone: |
262-373-7100 |
| Fax: |
262-373-7171 |
| Email: |
khanratty@synercomm.com |
| Description: |
SynerComm’s goal is to help customer’s meet their business objectives by being a trusted IT advisor and preferred solutions provider. Our DeliverIT team provides IT network and security infrastructure products and services. Our AssureIT team provides Information Assurance Services (Audit, Assessment, and Penetration Testing) services. |
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 Mortgage Insurance
Mortgage Assurance Corporation |
| Address: |
1600 Aspen Commons, 9th Fl, Ste 950 |
| |
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
ICBA Financial Services |
| Address: |
775 Ridge Lake Blvd., Ste. 175 |
| |
Memphis, TN 38120-9433 |
| Contact: |
William Reid |
| Phone: |
800-786-0223 |
| Fax: |
901-766-3077 |
| Email: |
bill.reid@icba.org |
| Website: |
www.icbafinancial.com |
| Description: |
ICBA Financial Services helps community banks offer their customers a full range of retail investment products including both a lobby program and a discount brokerage program. Wealth management services are available through several industry leading providers. CBW Financial Services Preferred Partner |
Productivity
Lighthouse Leadership |
| Address: |
3816 Kingbird Avenue |
| |
Wausau, WI 54401 |
| Contact: |
Mike Krutza |
| Phone: |
715-892-8282 |
| Fax: |
715-684-5132 |
| Email: |
mikekrutza@lighthouse-leadership.com |
| Website: |
www.lighthouse-leadership.com |
| Description: |
We help leaders uncover the disconnects among employees and customers so that the organization adjusts to seize opportunities. |
Rare Coin and Currency Dealer
Golden Rule Coins |
| Address: |
P. O. Box 642 |
| |
Geneva, IL |
| Contact: |
Ron Beckstrom |
| Phone: |
630-675-5161 |
| Fax: |
630-845-8149 |
| Email: |
beckson@sbcglobal.net |
Real Estate Tax Servicing
INFO-PRO - Mortgage Services |
| Address: |
481 East Division St., Ste. 300 |
| |
Fond du Lac, WI 54937 |
| Contact: |
Peter Kujawa |
| Phone: |
920-924-9200 |
| Fax: |
920-924-9219 |
| Email: |
pkujawa@infoprofessionals.com |
| Website: |
www.ipmortgageservices.com |
| Description: |
Wisconsin-based provider of real estate tax services and flood zone determinations. |
Retail Banking
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
ICBA Financial Services |
| Address: |
775 Ridge Lake Blvd., Ste. 175 |
| |
Memphis, TN 38120-9433 |
| Contact: |
William Reid |
| Phone: |
800-786-0223 |
| Fax: |
901-766-3077 |
| Email: |
bill.reid@icba.org |
| Website: |
www.icbafinancial.com |
| Description: |
ICBA Financial Services helps community banks offer their customers a full range of retail investment products including both a lobby program and a discount brokerage program. Wealth management services are available through several industry leading providers. CBW Financial Services Preferred Partner |
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 |
Nationwide Life Insurance |
| Address: |
1000 Chesterbrook Blvd. |
| |
Berwyn, PA 19312-1084 |
| Contact: |
Rick Simon |
| Phone: |
610-407-1653 |
| Fax: |
302-452-7294 |
| Email: |
rsimon@nationwide.com |
| Website: |
nationwideprovident.com |
| Description: |
Defined Benefit, 401 (k), and 6 other qualified Plan Investment/Services |
Northern Oak Capital Management |
| Address: |
250 E. Wisconsin Ave., Ste 1200 |
| |
Milwaukee, WI 53202 |
| Contact: |
Mark Zellmer |
| Phone: |
414-278-0590 |
| Fax: |
414-278-1294 |
| Email: |
mzellmer@northern-oak.com |
| Website: |
www.northern-oak.com |
| Description: |
Northern Oak Capital Management, a registered investment advisor, offers a unique asset allocation process designed as a risk-controlled approach to managing money. |
Wolters Kluwer Financial Serv. |
| Address: |
6815 Saukview Drive |
| |
St. Cloud, MN 56302 |
| Contact: |
Pam Braland |
| Phone: |
800-397-2341 |
| Fax: |
320-251-3723 |
| Email: |
pam.braland@wolterskluwerfs.com |
| Website: |
www.wolterskluwerfs.com |
| Description: |
Compliance, content, technolgoy, and services for banking, securities and insurance, Lending, IRA and Patriot Act Solutions. |
Secondary Market
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 |
Presus Mortgage |
| Address: |
10425 W. North Avenue, Ste. 100 |
| |
Wauwatosa, WI 53226 |
| Contact: |
Peter Maurer |
| Phone: |
414-259-0218 |
| Fax: |
414-727-8060 |
| Email: |
pmaurer@presus.com |
| Website: |
www.presusmortgage.com |
| Description: |
FHA, VA, Conventional, Rural Housing, Conforming Fallout & Niche Mortgage Lending. Easy program to setup and implement. Utilize all potential loan programs and options available. |
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. |
River Funding Corporation |
| Address: |
1580 Heritage Blvd., Suite 200 |
| |
West Salem, WI 54669 |
| Contact: |
Erik Beach |
| Phone: |
608-786-6000 |
| Fax: |
608-786-6001 |
| Email: |
ebeach@riverfunding.com |
| Website: |
www.riverfunding.com |
| Description: |
Correspondent lender offering expanded residential mortgage products for bank's utilization to their clients. |
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 |
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
Nexity Bank - Corresp. Banking |
| Address: |
200 Woodland Prime, Suite 315 |
| |
Menomonee Falls, WI 53051 |
| Contact: |
Brett Patten |
| Phone: |
866-440-6515 |
| Fax: |
262-509-6939 |
| Email: |
bpatten@nexitybank.com |
| Website: |
www.cbs.nexitybank.com |
| Description: |
Nexity Bank provides correspondent services to community banks. The Wisconsin based team partners with community banks to optimize the asset/liability process. Our proactive investment, funding, capital and hedging strategies enable community banks to mitigate risk and enhance financial performance. |
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. |
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. |
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. |
Sterne, Agee & Leach, Inc. |
| Address: |
123 N. Wacker Drive, Ste. 1250 |
| |
Chicago, IL 60606 |
| Contact: |
Aaron Schmanski |
| Phone: |
800-949-2406 |
| Fax: |
312-525-8438 |
| Email: |
aschmanski@sterneagee.com |
| Website: |
www.sterneagee.com |
| Description: |
Sterne Agee provides community banks with tools to monitor interest rate risk, manage earnings and protect their balance sheet. |
SynerComm |
| Address: |
3265 Gateway Road, Ste 650 |
| |
Brookfield, WI 53045 |
| Contact: |
Kirk Hanratty |
| Phone: |
262-373-7100 |
| Fax: |
262-373-7171 |
| Email: |
khanratty@synercomm.com |
| Description: |
SynerComm’s goal is to help customer’s meet their business objectives by being a trusted IT advisor and preferred solutions provider. Our DeliverIT team provides IT network and security infrastructure products and services. Our AssureIT team provides Information Assurance Services (Audit, Assessment, and Penetration Testing) services. |
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: |
Markets tax credit investments for supportive housing that serves frail elderly, deaf, disabled veterans and mentally ill. |
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 |
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.st |
