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The WBA Associate Member program was developed to assist our members in locating quality products
and services. To learn more about WBA Associate Membership, please contact WBA's Joe Schwartz at
(608)441/1220.
A.M. Best Company
Ambest Road
Oldwick, NJ 08858
Contact: James Barnes
Tel: 908/439-2200 x5433
A.M. Best Company, the long standing credit rating agency for the insurance industry, is currently the sole agency providing interactive ratings on mid-sized and smaller U.S. banks and bank holding companies (with asset size staring at $100 million). A.M. Best’s bank rating services include Bank Deposit Ratings on operating banks and Issuer Credit Ratings on banks and bank holding companies, as well as ratings on debt securities. A.M. Best’s interactive bank ratings involve an active dialogue with a bank’s management to factor in its ratings both quantitative and qualitative factors unique to each bank. More information can be found at www.ambest.com/banking. Specific questions on rating services can be directed to Khanh Vuong, Banking Group at (908) 439-2200, Ext. 5633, or James Barnes, Ext. 5433.
Assurity River Group
550 Main Street, Suite 260
New Brighton, MN 55112
Contact: Jeff Olejnik, President
Tel: 651/259-6888
Assurity River Group is a leading business continuity and information security firm that helps you protect your most valuable assets: Your clients’ trust. Assurity River keeps your business assets and operations secure, available, and recoverable. Our comprehensive risk management services include assessment, program development and outsourced program management. Our service portfolio is comprehensive ranging from project-oriented risk assessments, policy improvement, threat management, remediation projects, and business continuity planning; to remote managed services for firewalls, IDS, email filtering, and penetration testing.
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B$ Recruiters
155 E. Capital Drive, Suite #5
Hartland, WI 53029
Contact: Del Garcia
Tel: 262/369-8109
Del Garcia has been an executive recruiter since 1982. Her focus is to place quality personnel in a variety of positions within the banking industry. She acquired her knowledge and training through 10 years of employment as a recruiter for Management Recruiters and 17 years in management in the private sector. Her specialty is working with rural community banks – where candidates tend to have varied backgrounds and are knowledgeable in all phases of banking. However, she has the resources and networking capabilities to fill positions with large corporate banks who may need highly specialized personnel.
BSG Financial
400 West Market Street, Suite 2700
Louisville, KY 40202
Contact: Jeff Harper
Tel: 502/432-4272
BSG Financial, a marketing and consulting firm based in Louisville, Kentucky, is a proven leader in the development of profit-enhancing programs for the financial industry. The WBA recognizes BSG Financial’s Re$ubmitIt® program—an electronic recovery solution that helps commercial accountholders significantly increase collections of NSF checks and other returned deposit items. Re$ubmitIt is simple to implement, FREE to businesses, and immediately increases income for member banks. It is completely NACHA-compliant and supported by multi-factor authentication.
Re$ubmitIt® directly supports businesses’ financial well-being and demonstrates your institution’s desire to offer a real solution to a real problem. Service business customers like never before, while immediately increasing their profitability…and yours.
For information about Re$ubmitIt and the significant savings your bank receives as a member of the WBA, contact Jeff Harper, senior vice president, BSG Financial at jharper@bsgfinancial.com or (502) 432-4272.
BancVue
9390 Research Blvd., Suite 11300
Austin, TX 78759
Contact: Amy Rozelle
Tel: 866/418-9590
BancVue has the product, REWARDChecking, which is a free consumer checking account which ties a high interest rate to certain criteria that is established by the participating financial institution. The benefits of REWARDChecking, from the bank’s perspective, are impressive. To help the bank realize these benefits, BancVue supports the account type with software and technical support, consultative support, and marketing support. In addition BancVue offers access to the REALChecking System set of products. BancVue will work with the financial institution to analyze the demographics of their market and help them determine which products will be most successful for their bank.
Bank Consulting Group, Inc.
www.BankConsultingGroup.com
303 West Madison Street, Suite 2600
Chicago, IL 60606
Contact: Steven J. Cochlan
Tel: 312/759-2700
Fax: 312/759-2711
Bank Consulting Group, Inc. (“BCG”) is a nationally recognized firm that works with banks to enhance shareholders’ income through the appropriate analysis, implementation, administration and regulatory documentation for Bank Owned Life Insurance (“BOLI”), including the Northwestern Mutual BOLI product, and properly structured nonqualified executive and outside Director benefit plans. We also offer a no obligation analysis of a bank’s existing BOLI portfolio, if applicable; to demonstrate how we can, perhaps, improve a bank’s earnings.
Bankers' Benefits Corporation
471 River Bend Drive suite 107
Naperville, IL 60540
Contact: Tom Kosanda
Tel: 630/778-8788
Bankers’ Benefits Corp. is an independent consulting firm working exclusively with financial institutions providing benefit plans, consulting services and BOLI products to community banks throughout the Midwest and Texas. Bankers' Benefits is an affiliate of CBIZ/Benmark, the nation’s leader in BOLI-funded executive plans, non-qualified deferred compensation programs 401(k), long term care, incentive compensation and performance management plans. Bankers' Benefits offers expert support in accounting, tax, regulatory, legal and administrative and other customer services necessary in the design, implementation and administration of the plans. For more information contact Bankers’ Benefits Corp's. Tom Kosanda at 630/820-2265 or tom@bankersbenefits.com, or WBA’s John Ladwig at 608/441-1213 or jladwig@wisbank.com.
Bankers Healthcare Group
325 James Street
Syracuse, NY 13203
Contact: Bob Doolittle
Tel: 315/671-4123
Bankers Healthcare Group, Inc. (BHG) has developed a nationally recognized niche in healthcare financing. BHG sells quality loans from medical professionals to community banks nationwide. Our commercial medical loan program is a great way for your bank to diversify its current loan portfolio. Additionally, BHG is a great supplement for meeting loan growth goals as well as a source for generating income!
Boardman Law Firm
www.boardmanlawfirm.com
One South Pinckney St.
Madison, WI 53701-0927
Contact: John E. Knight
Tel: 608/283-1764
Full service law firm.
Boelter & Lincoln Marketing Communications
www.boelterlincoln.com
135 West Wells Street, 4th Floor
Milwaukee, WI 53023
Contact:Jill Brzeski
414/271-0101
Boelter & Lincoln is a full service marketing communications firm providing advertising, public relations and promotional services including strategic planning, creative, production, media analysis/buying and interactive.
The Boson Company, Inc.
www.bosonco.com
2613 West Veterans Parkway
Marshfield, WI 54449
Contact: Kurt Boson
Tel: 715/384-3184
The Boson Company is a full-service general contracting and design-build firm celebrating 75 years of successful building projects by exceeding customer expectations and building relationships – not just buildings. Don’t wait to be surprised by the sticker shock of a building project over budget! Our highly skilled staff can offer your financial institution the distinct benefit of accurate preliminary cost estimates…allowing you to plan accordingly. Building or renovating a facility is a tremendous investment in your future. Each project is unique. We can customize a project delivery system to fit your needs…from general construction to single-point responsibility. Let us put the “Boson Experience” to work for your financial institution!
Brintech
505 Canal Street
New Smyrna Beach, FL 32168
Contact: Susan Connor
Tel: 800/929-2746
Brintech is a management consulting firm to the financial services industry that specializes in strategic, network, security, and risk management solutions that support business strategy. Brintech’s foundation in technology allows its clients to merge technology and business strategy to build competitive advantage and maximize financial performance. Brintech is interested in building its relationships with banks in the Midwest, specifically in Wisconsin as several of our team members are located in the state. We believe that WBA is a solid partner in that effort, as it works regularly and well with so many high performing banks in the state.
Business Associates Inc.
www.businessassociatesinc.com
N114 W19225 Clinton Drive
P.O. Box 726
Germantown, WI 53022
Contact: Gregory M. Marx
Tel: 262/255-8564
Business Associates Inc. advises businesses and banks on crisis intervention, financing, operations management and turn-around strategy and implementation. Business Associates provides assessment, evaluation and implementation strategies to resolve negative trends and performance. The company is a member of the Turnaround Management Association.
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CFC Technology Corporation
www.cfctechnology.com
2600 Fernbrook Lane N., Suite 138
Plymouth, MN 55447
Contact: Jim Crowley
Tel: 763/235-5300
CFC Technology Corporation provides world class technology services designed to increase customer satisfaction and enhance the profits of your company. CFC can assume the burden of your technology due diligence. Give this time consuming task to a company that deals exclusively with technology and its implementation. We focus on immediate, mid-term and long range technology strategies so you can focus on meeting your other business challenges.
Cannon Financial Institute, Inc.
www.cannonfinancial.com/portalWBA.htm
649 S. Milledge Ave., Suite 4
Athens, GA 30605
Contact: Mariah Wiley Pierce
Tel: 910/792-9200
WBA members are eligible to receive up to a $200 per student registration discount for a Cannon Financial Institute School. WBA members are also eligible for a $150 discount on the Wealth Management Advisor Audio Series, a $75 discount on 21st Century Estate Planning by Roy Adams, a $40 discount per site on Cannon estate planning teleconferences and a $10 discount on Cannon’s Concepts for Financial Professionals. Cannon provides in-house training programs and consulting services and is the country's leading trainer and advisor to the Trust, Private Banking, and Investment Management industry. Of the top 100 firms in trust income, 94% send employees to Cannon Schools and 32% use Cannon for in-house training courses. To receive WBA member discounts on the above Cannon products and schools, call 706/353-3346 and ask for the WBA discount code: WIGSB0405. To learn more about upcoming Cannon conferences, contact WBA’s Marie Anderson at 608/441-1209 or go to their web site at www.cannonfinancial.com/portalWBA.htm.
Cascade Asset Management, LLC.
www.cascade-assets.com
6701 Manufacturers Drive
Madison, WI 53718
Contact: Amy Whitmore
Tel: 608/222-4800
Cascade is a full-service computer and technology equipment “retirement” company. Whether you want to recover the most value from your slightly used surplus equipment, require the secure destruction of your electronic media, or need your old computers hauled away for environmentally responsible recycling, we provide the simple one-stop solution. Cascade operates facilities in Wisconsin to process equipment for the reuse and recycling for businesses, institutions and individuals from across the country.
Central States Health & Life Company of Omaha
www.cso.com
96th & Western, P.O. Box 34350
Omaha, NE 68134-0350
Contact: Ron Peterson 612/840-2780
Contact: Dave Okeson 651/260-7399
Tel: 800/826-6587
CSO markets a diversified portfolio of life, health and disability products along with a variety of debt protection services. We specialize in providing service to community banks, helping protect their customers.
Clair Law Offices, S.C.
www.clairlawoffices.com
P.O. Box 445
Delavan, WI 53115-0445
Contact: Edward F. Thompson
Tel: 262/728-9196
Clair Law Offices, S.C. assist our bank clients with foreclosure, collection, replevin of collateral, commercial loan documentation and provide other valuable legal expertise in the area of banking law.
Clark Consulting
www.clarkconsulting.com
7036 Wichita Drive
Dublin, OH 43017
Contact: Susan W. Aumiller
Tel: 614/766-7055
Clark Consulting-Banking Practice offers Executive and Director benefit planning, Bank Owned Life Insurance, Compensation Consulting and Succession Planning to financial institutions.
Contingency Planning Solutions, Inc.
518 S. Westland Drive
Appleton, WI 54914
Contact: Les Spindler
Tel: 920/734-0241
An effective Business Contingency Plan (BCP) and Disaster Recovery Plan (DRP) is a work in progress. Your infrastructure has many facets, with changing processes and resources. Your BCP needs to keep pace with these changes in strategy, technology and regulations. Contingency Planning Solutions, Inc. (CPSI) assists organizations prior to an “EVENT” with preparing, auditing and documenting Business Continuity Plans tailored to the individual organizations needs. Every Documented Business Continuity Plan should address critical business processes, production equipment, vital paper records, reference materials, business contacts, alternate work site, telecommunications, data, and security. The goal of today’s BCP is to reduce the impact of a disruptive event on business operations. This is an enterprise-wide approach, not just a focus on the IT Department. BCP is about timely and appropriate resumption of critical processes,
regardless of the scope or scale of the disruption.
Crowe Chizek and Company LLC
www.crowechizek.com
One Mid America Plaza, P.O. Box 3697
Oak Brook, IL 60522-3697
Contact: Celeste Bessette
Tel: 630/586-5245
Crowe Chizek is a leading provider of assurance, risk management, tax and performance consulting services to the financial services industry. Crowe Chizek provides accounting and consulting services to a number of Wisconsin financial institutions.
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Daubert Law Firm, LLC
www.daublaw.com
One Corporate Drive, Suite 400
Wausau, WI 54401
Contact: Wendy B. Collins
Tel: 715/845-1805
Daubert Law Firm provides legal services to banks including: loan review, structuring and workout, collections and foreclosures and regulatory compliance issues, reviews, policies & forms.
Delta Communications, Inc.
N6W23673 Bluemound
Waukesha, WI 53188
Contact: Spencer Thomason
Tel: 262-542-9111
Delta Communications, Inc. is a full service provider of LAN/WAN products and services, enjoying our 35th year in business. Specifically for the financial services segment, we offer servers, storage and replication, backup and security solutions. Our emphasis is offering services for remote monitoring and backup to assure the customer uptime with proactive monitoring of the network and internal LAN.
Deluxe Financial Services
www.deluxe.com
16000 W. Monterey Dr.
New Berlin, WI 53151
Contact: Jef Radtke
Tel: 800/933-2211 Ext. 159371
A financial services company that specializes in the manufacturing and merchandising of checks and check-related products.
Design Unlimited of Marshfield, Inc.
303 West Upham Street, Suite 100
Marshfield, WI 54449
Contact: Daniel J. Helwig
Tel: 715/384-3207
Design Unlimited is an independent architectural firm that specializes in financial projects. Our success has been achieved due to our strong architectural awareness, along with using the competitive bidding process linked with local contractors. Our approach guarantees the customer a competitive project with the architect being your agent throughout the process. It’s truly a win/win scenario.
Dexma, Inc.
www.dexma.com
7701 York Avenue S
Edina, MN 55435
Contact: Maria Verven
Tel: 952/229-1397
Founded in 1995, Dexma, Inc. helps banks and mortgage lenders compete more effectively by delivering mortgage technology solutions and services. Dexma has developed a “right-sized” solution for Wisconsin lenders whether they want to use the site to reach new mortgage customers or enable their originators to conduct business more quickly and efficiently. The technology we offer Wisconsin lenders of any size is the same that Dexma developed for top nationwide lenders.
DirectNetworks, Inc.
www.directnetworksinc.com
1017 Applegate Road, Suite 100
Madison, WI 53713
Contact: Colin Mehlum
Tel: 608/270-9980
DirectNetworks is a Cisco-certified network computer, IP telephone and security integration and maintenance company. DirectNetworks creates value and benefits for financial and professional organizations by implementing strategic IT solutions, compliance and technologies that help clients communicate, serve customers and operate efficiently and effectively. DirectNetworks stands behind their services and provides complimentary, no-obligation IT network evaluation and consulation.
Discover Financial
2500 Lake Cook Road
Riverwoods, IL 60015
Contact: Kristi Ramos
Tel: 847/516-1990
Discover Network is a business unit of Discover Financial Services, one of the most recognized brands in U.S. financial services. Discover Network is a comprehensive, secure payments network that supports a full range of credit, debit and prepaid programs. Discover Network also provides tools and consultative services focused on helping our clients drive loyalty, increase transaction volume and run their businesses more effectively.
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EFD | eFunds Corporation
4900 N. Scottsdale Road, Suite 1000
Scottsdale, AZ 85251
community@efunds.com
EFD delivers the business insight needed to help financial institution make smarter decisions that allow financial institutions to grow their business while enhancing their customer’s experience. The EFD Data & Decisioning suite offers not only leading ChexSystemssm risk mitigation services, but also helps institutions make every transaction more valuable by opening more of the right accounts, protecting against fraud, verifying identity, complying with regulatory mandates and increasing revenue opportunities. The EFD Enterprise Payment suite delivers comprehensive, reliable and flexible services that help at every stage of transaction processing – card issuing, acquiring, authorization and settlement. EFD allows institutions to focus on building their brand, growing their business and serving their customers rather than managing compliance, development and administrative issues.
Eide Bailly LLP
5601 Green Valley Drive, Suite 700
Minneapolis, MN 55437-1145
Contact: Linda Koerselman, CPA, Partner
Tel:888/777-2015
Eide Bailly is a regional CPA Firm dedicated to financial institutions. We serve banks with tax and audit services, directors’ examinations, compliance and internal audit services, technology security services, technology risk assessments, succession planning, bank merger & acquisition analysis and assistance, bank stock valuations, and assistance with the preparation of applications and notices to federal and state regulatory agencies.
enetrix
www.enetrix.com
8476 Greenway Blvd.
, Suite 100
Middleton, WI
53562
Contact: Scott M. Dettmann
Tel: 608/662-8187
enetrix designs, hosts and manages surveys for national and state associations as well as conducting custom surveys for individual clients.
Equity Consultants Inc. (ECI)
302 South Locust Street
Glenwood, IA 51534
Contact: Dave McEvoy | VP Media & Promotion
Tel: 800/264-0787
ECI provides lenders with the premier browser-based solution for analyzing, decisioning and processing commercial, small business, agricultural and consumer credit requests all in the same centralized system. The Web Equity Manager® product goes beyond differential credit analysis to consolidate a myriad of fragmented processes across the entire business enterprise, including document/relationship/portfolio management, automated work flow tools and eLearning solutions.
Executive Benefits Network
626 E. Wisconsin Ave., Suite 1000
Milwaukee, WI 53202
Contact: R. David Fritz, Jr.
Tel: 414/431-9688
dfritz@ebn-design.com
The Executive Benefits Network (EBN) specializes in the design, administration, and informal financing of executive compensation and benefit plans as well as the procurement of Bank Owned Life Insurance (BOLI) programs. Non-qualified executive benefit and compensation packages have become the focal point in the quest by large and small corporations to attract, retain, and reward key executive talent. No two companies are alike in their needs; therefore, customization of executive benefit and compensation plans is paramount to a successful program. EBN has access to all major insurance carriers of BOLI, including Northwestern Mutual.
Executive Benefits Specialists (EBS)
1101 North Market St., Suite 100
Milwaukee, WI 53202
Contact: James G. Papageorge
Tel: 414/615-1828
Executive Benefits Specialists is an insurance sale, consulting and service firm that specializes in executive compensation and the placement of BOLI programs. EBS has bank clients located in 29 different states. EBS represents all the major insurance carriers including Northwestern Mutual.
Experian
www.experian.com/banking/
955 American Lane
Schaumburg, IL 60173
Contact: Bill Epcke
Tel: 224/698-8926
Experian provides information solutions to organizations and consumers. It helps organizations find, develop and manage profitable customer relationships by providing information, decision-making solutions and processing services.
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FCM Corporation
133 South Butler Street
Madison, WI 53703
Contact: Jeff Gillis
Tel: 608/273-1069
FCM Corporation is a service based organization offering Design/Build services. We work with clients providing site analysis, preliminary design, design development, construction documents and construction management. FCM Corporation has been in business since 1976 and services the entire state of Wisconsin. We provide our clients innovative, building solutions.
FTN Financial
www.ftnfinancial.com
845 Crossover Lane, Suite 150
Memphis, TN 38117
Contact: Steve Shaner
Tel: 901/435-7988
FTN Financial, a division of First Tennessee Bank, is a nationwide provider of full service investment broker/dealer. The company provides capital markets, portfolio accounting, portfolio advisory, asset/liability, investment banking, pooled trust preferred, equity research and trading, deferred compensation plans and full-line correspondent banking services to depository institutions in all 50 states.
Facilitator Capital Fund
301 East Vienna Avenue
Milwaukee, WI 53212
Contact: Paul Raab
Tel: 414/967-2337
Facilitator Capital Fund invests private equity funds to support buyout and growth initiatives at smaller middle market companies located predominantly in Wisconsin and contiguous states.
Federal Home Loan Bank of Chicago
www.fhlbc.com
111 East Wacker Drive
Chicago, IL 60601
Contact: Charlie Huston
Tel: 312/565-5715
Credit products firm.
Fifth Third Bank
www.53.com
222 S. Riverside Plaza, MD GRVR 2E
Chicago, IL 60606
Contact: Brian Riley, Relationship Manager
Tel: 312/704-4117
Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio. Fifth Third operates five main businesses: Commercial Banking, Consumer Lending, Investment Advisors and Fifth Third Processing Solutions.
The Financial Institution Group of Fifth Third Bank Chicago offers Wisconsin Community Banks the following products and solutions
- Products that generate Revenue and New Business: Loan Participations, Variable Rate Demand Bond Issuance, Leasing, Commercial RE Permanent Financing, Interest Rate Hedging, and International.
- Balance Sheet Management: Funding, Liquidity, Investments and Custody/Safekeeping.
- Processing Solutions to lower costs: ATM Driving, Debit and Credit Cards, Purchasing Card programs, Image Cash Letter, Remote Branch Deposit, Lockbox and Foreign Cash Letter.
Financial Insurance Administrators
P.O. Box 8063
Madison, WI 53708
Contact: Thomas Stanek or Jim Fink
Tel: 800/241-5518
Financial Insurance Administrators offers insurance in: credit, mortgage, involuntary unemployment, GAP, blanket lenders single interest, collateral protection, debt cancellation coverage, group auto/homeowners, health, dental, employee life/long term, short term disability, Fidelity bond/directors and officers liability.
Fiserv, Inc.
www.fiserv.com
255 Fiserv Drive
Brookfield, WI 53045
Contact: Kevin Mehl, Sales Executive
Tel: 262/879-5000 or 262/879-5743
Fiserv is an independent, full service provider of integrated data processing and information management systems serving 13,000 clients, including banks and savings institutions. Fiserv is the industry leader in core data processing.
Foley & Lardner
www.foleylardner.com
777 East Wisconsin Avenue
Milwaukee, WI 53202-5367
Contact: Edward Hammond
Tel: 414/297-5619
Foley & Lardner provides a full range of legal services to participants in the financial services industry, from small community banks to international banking organizations.
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Godfrey & Kahn, S.C.
www.gklaw.com
780 North Water Street
Milwaukee, WI 53202
Contact: James A. Sheriff
Tel: 414/273-3500
Godfrey & Kahn provides business and banking law services to individuals, companies and financial institutions throughout Wisconsin and the Midwest.
Gordon Flesch Company Inc.
2675 Research Park Drive
Madison, WI 53711
Contact: Kelly Moran
Tel: 608/271-2100
The Gordon Flesch Company is one of the largest independent providers of office equipment solutions in the country. Family-owned since 1956, the Gordon Flesch Company utilizes only the best technology in the business – sold, serviced, and supported by the most customer-focused professionals in the industry. The Gordon Flesch Company is a responsive organization that gets to know you as well as we know your machines. Once you are up and running, you’ll stay that way, thanks to our expert support representatives and technicians.
Great Lakes Capital Fund
www.capfund.net
320 N. Meridian St., Ste 1011
Indianapolis, IN 46204
Contact: Fred Hash
Tel: 317/423-8880
Great Lakes Capital Fund (GLCF) offers opportunities to invest in pooled investment Low-Income Housing Tax Credit (LIHTC) Funds, where financial institutions can earn a solid economic return on their capital and receive positive consideration toward their rating CRA. Banks may also participate in developments by providing construction and/or permanent financing. As a designated Community Development Financial Institution (CDFI), GLCF also offers financial institutions that are dedicated to financing and supporting community and economic development activities the opportunity to access certain benefits under the Bank Enterprise Award (BEA) Program. Certified as a CDE, GLCF is eligible to receive a New Market Tax Credit (NMTC) allocation to offer its investors in exchange for equity investments in the CDE and/or subsidiaries; or to receive loans or investments from other CDEs that have received NMTC allocations.
Greystone Residential Funding Inc.
8401 Greenway Blvd., Suite 500
Middleton, WI 53562
Contact: Kim Veith
Tel: 608/829-7927
Greystone Residential Funding, Inc. offers a robust product menu, the flexibility of retail or wholesale loan programs, and versatile correspondent lending options. In addition, we bring unsurpassed service and superior, intuitive technology solutions to all your mortgage lending needs. Plus, you will never have to worry about our staff cross-selling other products and services to your borrowers.
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Harland Financial Solutions
www.harlandfinancialsolutions.com
605 Crescent Executive Court, Suite 600
Lake Mary, FL 32746
Contact: Stacey Leone
Tel: 800/989-9009 x6653
Harland Financial Solutions is a wholly-owned subsidiary of Harland Clarke Holdings Corp. and M&F Worldwide Corp. The company supplies software and services to thousands of financial institutions of all sizes, offering its solutions in both an in-house and service bureau environment. It is a leader in core systems, item and payment processing, enterprise content management, branch automation, customer relationship management, business intelligence, lending solutions, risk management, compliance training, financial accounting, mortgage solutions, self service solutions and performance advisory services.
i_Tech Corporation
8540 Executive Woods Dr.
Suite 300
Lincoln, NE. 68512
Contact: Heather Meyer
Tel: 800/342-1844 x 7321
For 40 years, i_Tech has provided fully integrated, ITI Core solution combined with Item Processing, Imaging and Archiving, e-Commerce, Technical Services and ATM/EFT services to financial institutions. i_Tech provides support for the entire ITI product line. We offer account and image processing and process ATM/EFT transactions.
Individual Assurance Company
www.iac-group.com
2400 West 75th Street
Prairie Village KS 66208
Contact: Lee-Ann Hollister
Tel: 800/821-5434
IAC Group delivers integrated insurance and debt protection products and services to increase fee income and minimize risk.
INFO-PRO Mortgage Services Corporation
481 E. Division St., Suite 300
Fond du Lac, WI 54935
Contact: Peter Kujawa
Tel:920/924-9200
INFO-PRO Mortgage Services is a Wisconsin based provider to over 50 Wisconsin banks for delinquency tax reporting and tax escrow services, for both residential and commercial mortgages. All tax reporting is guaranteed accurate, secure and affordably priced. Our experienced staff of tax servicing specialists takes pride in providing the highest level of customized services. Call today for a free analysis.
InVision Business Development & Marketing, LLC
www.invisionbusinessdevelopment.com
628 Jamie Street
Dodgeville, WI 53533
Contact: Dan Paulson
Tel: 608/235-5320
InVision helps business leaders and individuals build and retain long-standing relationships with their customers. InVision does this by strengthening the leadership to build a high performance organization, teaching sales people how to exceed customer expectations and address needs proactively, and finally through dynamic business planning in order to create a strong focus and produce results.
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Jack Henry & Associates
www.jackhenry.com
663 W. Hwy 60 P.O. Box 807
Monett, MO 65708
Contact: Joel Thomas
Tel: 417/235-6652
Provides a full line of data processing services and software; offers three different core application systems and a wide variety of systems including, Internet banking, check image processing, platform automation, on-line teller, document maging, ATM/debit card processing and full disaster recovery services.
Jefferson Wells International
www.jeffersonwells.com
330 E. Kilbourn St. 1075
Milwaukee, WI 53202
Contact: Melissa Helgerson
Tel: 414/347-2345
Jefferson Wells International has provided high-value internal audit, compliance, accounting, technology and tax services to financial institutions, businesses, non-profit organizations and government agencies.
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KPMG LLP
www.kpmg.com
777 East Wisconsin Avenue
Milwaukee, WI 53202
Contact: Greg Ryan
Tel: 414/226-1226
Diversified firm providing assurance, tax and management consulting services.
Kenny Bank & Trust
13555 Bishops Court, Suite 102
Brookfield, WI 53005
Contact: Kris Axberg
Tel: 262/796-0925
Kenney Bank & Trust is an affiliate of iStream Imaging, Inc. With the iStream deposit remote capture system, Kenney Bank and Trust is the channel by which funds are cleared directly through the Federal Reserve Bank. Kenney Bank & Trust works as the clearing agent for iStream Imaging by taking electronic deposits coming in, proofing, clearing and providing settlement. WBA’s Financial Institution Products Corp. (FIPCO) subsidiary is endorsing, as well as offering iStream Deposit to banks.
KeyState Corporate Management
www.key-state.com
101 Convention Center Drive, Suite 850
Las Vegas, NV 89109
Contact: Monte L. Miller, CEO
Tel: 702/598-3738
Since 2000, KeyState Corporate Management, a Nevada Holding Services Company, and Bankers’ Bank of Wisconsin have partnered to provide turnkey services to Nevada Investment Subsidiaries of Wisconsin Banks. Please call us to schedule a presentation in Wisconsin or Nevada.
Krukowski & Costello, S.C.
7111 W. Edgerton Avenue
Milwaukee, WI 53220
Contact: Mark A. Johnson
Tel: 414/423-1330
Krukowski & Costello is a dynamic and growing law firm of topnotch attorneys who represent businesses in all aspects of labor and employment law matters exclusively. This includes representing financial institutions in litigation and providing preventive counseling. We work closely with our clients to develop strategies that work. A client’s needs, concerns and problems come first.
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La Macchia Group LLC
www.lamacchiagroup.com
309 North Water Street, Suite 650
Milwaukee, WI 53202
Contact: Ralph La Macchia
Tel: 414/223-4400
La Macchia Group is on the leading edge of community bank retailing as a single source provider for market analysis, real estate acquisition, pro formas, conceptual budgeting, design, and construction management for financial institutions throughout Wisconsin.
LarsonAllen
www.larsonallen.com
220 South Sixth Street, Suite 300
Minneapolis, MN 55402-1436
Contact: Tim Malecha, CPA
Tel: 612/376-4500
LarsonAllen has grown from a local accounting firm to a national, professional service firm. LarsonAllen Financial helps bankers with financial planning, investment advice, risk management and insurance, fixed income management and qualified or nonqualified employee and executive compensation, and retirement benefit plans. Member NASD & SIPC.
LaSalle Bank, N.A.
www.lasallebank.com
135 S. LaSalle St., Suite 530
Chicago, IL 60603
Contact: Dennis Reher
Tel: 312/9042769
Provides a full range of correspondent services to community banks throughout the Midwest, including bank stock financing, cash letter, international, safekeeping and brokered deposits, to name a few.
LEVEL5, LLC
2000 RiverEdge Parkway, Suite 100
Atlanta, GA 30328
Contact: DP Hicks
Tel: 404/761-0008
LEVEL5 exclusively assists financial institutions in developing and implementing growth strategies through a continuum of services including strategic consulting, real estate, integrated design, and construction management and branding. Projects undertaken by LEVEL5 include freestanding and storefront branches, main offices, and operations/call/data centers. At LEVEL5 we… Think strategically. Build Creatively.
Lincoln Financial Group
www.jpfinancial.com
1110 N.Old World Third St., Ste 218
Milwaukee, WI 53203
Contact: Michael Demchenko
michael.demchenko@jpfinancial.com
Tel: 414/225-2600 Ext:111
Combining competitive product options with the strongest financial ratings in the industry, Lincoln Financial Group is one of the leading providers of group life, disability and voluntary life products. It has maintained an A++ rating from A.M. Best since 1976, when that category was established. Experts in employee benefit design note that Lincoln Financial Group provides fair pricing with timely claims turnaround. For more information and/or a quote, contact WBA/EBC’s Craig Bottorff at 608/441-1211.
Lindgren, Callihan, Van Osdol & Co., Ltd.
www.lcvcpa.com
4949 Harrison Ave., Suite 300
Rockford, IL 61110
Contact: Thomas Ogden
Tel: 815/399-7700
A full-service public accounting and financing services consulting firm.
LockNET, Inc.
www.locknet-inc.com
3128 South Avenue
La Crosse, WI 54601
Contact: Tricia Betcher
Tel: 608/785-7100
LockNET Inc. has a staff of security analysts and systems engineers to help banks with risk management, external and internal security auditing, software auditing, disaster recover plans, network design, data recovery services, SLA negotiation and management and training services.
Loomis Fargo & Co.
735 Raymond Avenue
St. Paul, MN 54114
Contact: Mark Fahning
Tel: 651/605-4305
Loomis Fargo & Co. is the world’s largest cash handling service company with more than 8,000 employees and 200 operating branches. Our Wisconsin services include: Armored transportation, ATM cash replenishment and FLM Service, Coin sorting/wrapping, Cash Management services - branch bulk breakdown, inventory management, virtual vault, commercial account verification & ATM balancing-offering over 65 reporting capabilities; and Safepoint – Bulk validation, change orders, & safes for commercial account customers.
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Marshall Group
www.marshallbankfirst.com
150 South 5th Street, Suite 3000
Minneapolis, MN 55402
Contact: Jamie Heinemann
Tel: 612/376-1351
Marshall BankFirst is an investment bank specializing in the origination, structuring, placement and servicing of commercial loans to lenders nationwide. Marshall BankFirst offers broad market knowledge of credit analysis and risk management. We offer our clients a true business partner.
Marquis Software Solutions, Inc.
www.gomarquis.com
5465 Legacy Drive Ste 750
Plano, TX 75024
Contact: John Kassing
Tel: 800/365-4274
Marquis Software Solutions, Inc. provides software to 750 financial institutions worldwide, serving three areas of interest: compliance, marketing, and sales/CRM.
Compliance: CRA, HMDA, and Fair Lending compliance can be managed easily, with CenTrax. CenTrax performs the geocoding, HMDA LAR and CRA LR edit checking & submission, CRA analysis (peer comparisons, mapping, and Exam Chart development), and Fair Lending Monitoring to be exam ready.
Marketing: Our MCIF system MarketTrax comes complete with product and consumer profitability, householding, predictive modeling, automated campaign management and more. ExecuTrax is our executive profitability system that includes many of the features found in MarketTrax. It is designed with the community banker in mind.
Sales and Service CRM: CallTrax, our comprehensive contact management system, allows the bank to track all sales/service activity, log referrals, and produce the classic sales management reporting tools. ReferralTrax is our base sales platform. It shares your client information enterprise-wide, and makes automating your referral process very easy. Both of these systems are browser based with unlimited seats.
Metavante Corporation
www.metavante.com
4900 West Brown Deer Road
Milwaukee, WI 53223
Contact: Kevin Jensen
Tel: 414/357-9233
Metavante Corporation delivers virtually all of the technology that an organization needs to financial institutions. Metavante is a wholly owned by Marshall & Ilsley Corporation
Michael, Best & Friedrich, LLP
100 East Wisconsin Avenue
Milwaukee, WI 53202
Contact: W. Charles Jackson
Tel: 414/271-6560
A full service law firm, Michael Best & Friedrich LLP represents the interests of nationally and locally prominent commercial banks, finance companies, insurance companies and other lenders in all aspects of secured and unsecured financing arrangements of any size. We also provide strategic counsel in the areas of bank regulatory law, bonds, securities law advice for large and small institutions (including SEC reporting requirements and compliance for public companies as well as mutual holding company and stock conversion advice), public finance transactions, creditor's rights and bankruptcy, mergers, acquisitions, corporate restructurings, executive and incentive compensation, labor law and employment issues, intellectual property and litigation.
Milwaukee Economic Development Corporation
www.medconline.com
809 North Broadway
Milwaukee, WI 53202
Contact: Patrick G. Walsh, David E. Latona
Tel: 414/286-5812
Offering financial assistance for projects that benefit metropolitan Milwaukee by creating jobs and facilitating new investment.
Morgan Keegan & Company, Inc.
50 North Front Street
Memphis, TN 38103
Contact: Summer Holbrook
Tel: 901/579-4392
Founded in 1969 in Memphis, Tennessee, Morgan Keegan is today a premier regional investment firm offering full-service investment banking, securities brokerage, trust, and asset management. Morgan Keegan serves the diverse financial needs of individual investors, corporate and institutional clients throughout the United States and abroad. Morgan Keegan has nearly 300 offices in 18 states, over 3,300 employees and $560 million in equity capital. The firm was acquired in March, 2001, becoming a subsidiary of Regions Financial Corporation (RF). Morgan Keegan, as well as Regions Mortgage and Regions Insurance Group, are headquartered in Memphis.
Mortgage Guaranty Insurance Corporation
www.mgic.com
1610 Monticello Lane
Waunakee, WI 53597
Contact: Robert Conley
Tel: 608-239-6950
MGIC provides private mortgage insurance (MI) and helps lenders put more families in homes with low-down-payment mortgages than any other insurer.
Murphy Desmond S.C.
2 East Mifflin Street, P.O. Box 2038
Madison, WI 53701-2038
Contact: Michael R. Vaughan
Tel: 608/257-7181
Business-oriented law firm.
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Network Solutions of Wisconsin, Inc.
5801 Packer Drive
Wausau, WI 54401
Contact: Todd Bramschreiber
Tel: 715/849-4900
Since 1993, Network Solutions of Wisconsin has provided high-end technology solutions to financial institutions throughout Wisconsin. Our mission is to provide first class IT assistance and a level of customer service that is second to none. We are dedicated to building long-term relationships through efficient management of clients’ technology needs and assets. Through smart IT consulting and support, we integrate new networks, hardware, software, security and communication standards into your technology infrastructure.
Nexity Bank
200 Woodland Prime, Suite 315
Menomonee Falls, WI 53051
Contact: Josh Hunt
Tel: 866/440-6515
Nexity Bank is available to assist you in meeting the lending needs of the markets you serve. Our asset generation strategy to partner with community banks to purchase and sell loan participations has been paramount to our success. This success has been driven by our ability to be flexible, responsive and provide the best ongoing service available.
We are proud to offer participation purchases in new and existing loans, participation sales in loans exceeding our internal lending limits, holding company financing, stock loans to all qualified investors, and direct loans to your directors, officers and employees.
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Optimum Systems Products, Inc.
www.optimumsystem.com
6714 Braemont Avenue N.
Noblesville, IN 76062
Contact: Scott Brong
Tel: 317/804-5043
Optimum System Products, Inc. offers ways to reduce the cost of printed products and office supplies, and also increase your inventory control.
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PG Architecture/Design-Build
www.pgarch.com
2601 Reid Farm Road
Rockford, IL 61114
Contact: Karen Bentele
Tel: 815/654-9700
PG Architecture/Design-Build is a planning, design-build firm specializing in financial facilities. Our award-winning portfolio includes over 300 financial facilities encompassing corporate headquarters to retail branches.
Paragon Development Systems, Inc.
www.pdspc.com
1823 Executive Drive, P.O. Box 128
Oconomowoc, WI 53066
Contact: Carrie Rhoads
Tel: 262/569-5312
PDS is a provider of a high-value IT services and solutions to medium and large sized organizations. As a technology services company, PDS architects, supplies, implements and manages clients’ IT infrastructure. PDS supports its clients with a series of targeted, tested solutions that improve ROI, increase end-user satisfaction, mitigate risk and lower costs. Headquartered in Oconomowoc with offices in Brookfield and Madison, PDS services clients nationwide in four primary markets: healthcare; government/higher-education; corporate; and professional services.
Plansmith
1827 Walden office Square, Ste 350
Schaumburg, IL 60173
Contact: Bill Smith
Tel: 847/359-4045
Plansmith provides community banks with software solutions to manage interest rate risk, produce budgets and projections, and update financial reporting in minutes. From traditional detailed reports to compelling graphs and charts, Plansmith products are designed to eliminate errors and improve clarity for increased confidence in the results.
Presus Mortgage
www.presusmortgage.com
925 Walnut Ridge Drive, Suite 200
Hartland, WI 53029
Contact: Peter J. Maurer
Tel: 262/369-3021
PRESUS Mortgage is a mortgage banker who partners with statewide financial institutions allowing the institution and the customer to realize all potential loan opportunities. PRESUS Mortgage specializes in assisting with conforming fallout loans and niche lending, while at the same time providing additional fee income for settlement services performed. PRESUS Mortgages’ single focus is workingwith statewide financial institutions to assist your customers in the easiest possible way – we act as your back room – no need to have your staff struggle with unfamiliar programs and pricing. We do not advertise or have retail loan officers competing against you nor do we provide our services to your competition - mortgage brokers. By focusing solely on financial institutions and their customers, we recognize the unique and positive nature of your client relationship. Our focus is with you and your customer from the beginning the end of the process, even years down the road. PRESUS Mortgage will simplify challenging loan opportunities and partner with you and the customer to ensure a smooth, simple, and successful process. By partnering with you and assisting your customer we allow you to expand your product offerings, while allowing you to concentrate on your core base of conforming mortgage loan customers.
Promontory Interfinancial Network
www.promnetwork.com
711 Park Ave.
Wilmette, IL 60091
Contact: Mark A. Martello
Tel: 847/491-9357
Promontory Interfinancial Network provides creative product solutions for the banking and thrift industries today. Our innovative new service, CDARS, attracts cost-effective funding, deepen customer relationships and improve bottom lines.
PULSE
www.pulse-eft.com
755 Downing Street
Elburn, IL 60119
Contact: Mike Urquizu
Tel: 630/365-3749 or 800/420-2122
PULSE is one of the nation’s leading ATM/debit networks, currently serving more than 4,500 banks, credit unions and savings institutions across the country. PULSE is owned by Discover Financial Services (NYSE: DFS). The network links cardholders with more than 265,000 ATMs, as well as POS terminals at retail locations nationwide. The company is also a valued resource for industry research related to electronic payments and is committed to providing its participants with education on evolving products, services and trends in the payments industry. For more information, visit www.pulse-eft.com.
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Quarles & Brady LLP
www.quarles.com
411 East Wisconsin Avenue
Milwaukee, WI 53202-4497
Contact: James D. Friedman
Tel: 414/277-5735
Quarles & Brady is a full service law firm; they provide strategic corporate, merger and acquisition, securities and regulatory services required by banks, thrifts, holding companies, insurance companies, mutual funds and securities firms.
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RSM McGladrey, Inc.
www.rsmmcgladrey.com
434 Yellowstone Drive
Madison, WI 53719
Contact: Bill McDonald
Tel: 608/829-5420
RSM McGladrey, Inc. is a national accounting, tax and consulting firm that provides merger and acquisition assistance; operations and profitability enhancement; risk assessment and internal audit loan review and regulatory compliance; and strategic planning.
Racine County Economic Development Corporation
2320 Renaissance Boulevard
Sturtevant, WI 53177
Contact: Carolyn Engel, Business Finance Manager
Tel: 262/898-7420
The RCEDC has been providing US Small Business Administration (SBA) 504 loans since 1985. The SBA 504 loan program offers long-term, fixed rate financing on equipment and real estate projects for up to 40% of the total project cost. The bank typically provides 50% of the funding needed secured with a first lien position on the assets financed, and the Borrower often benefits from a required equity contribution as low as 10%.
Radian Guaranty
www.radian.biz
16227 Sheldon Ave.
Eden Prairie, MN 55344
Contact: Jason Brown, Account Executive
Tel:
612/803-3467
Radian Guaranty is a strategic business partner - not just a mortgage insurance company. Radian provides a full array of products, risk- and revenue-sharing ideas, underwriting services, training, technology and special programs to promote affordable lending. What you'll need next, and everything you need now.
The Redmond Company
www.theredmondco.com
W228 N745 Westmound Drive
Waukesha, WI 53186
Contact: Martin Steinert
Tel: 262/896-8741
The Redmond Company provides planning, design and construction management services. The Redmond Company provides a single-source approach to all aspects of a project, from the initial planning phase through occupancy.
Reinhart Boerner Van Deuren S.C.
1000 North Water Street, Suite 2100
Milwaukee, WI 53203-3400
Contact: William Flynn, Esq.
Tel: 414/298-1000
Full service law firm.
River Funding Corporation
www.riverfunding.com
1580 Heritage Blvd. Ste 200
West Salem, WI 54669
Contact: Erik Beach, President
Tel: 608/786-6000
River Funding Corporation is a licensed mortgage banker in the Dakotas, Iowa, Minnesota, Wisconsin and Illinois. River Funding provides banks the opportunity to offer an expanded product base for increasing loan volume and generating a larger referral source through realtor markets. River Funding works with residential properties only and offers products to customers with limited income verification, 100% LTV purchase and refinance loans, lower/limited credit profiles and investment properties. River Funding is not a depository institution or referral source and does not deal directly with retail customers. The sale and processing of the loan is the responsibility of the loan officer.
Ruder Ware, L.L.S.C.
P.O. Box 187
Eau Claire, WI 54702
Contact: Randi L. Osberg
Tel:715/834-3425
Ruder Ware is a 45-person law firm with offices in Eau Claire and Wausau. We are regularly engaged by Wisconsin and other financial institutions in replevin, foreclosure, bankruptcy, and other collection matters. We also provide a variety of services to financial institutions and Wisconsin holding companies regarding mergers and acquisitions, de novo bank creation, compliance matters, loan file and document reviews, drafting specialized loan agreements and related documents, and dealing with certain securities issues.
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Schiff Hardin LLP
www.schiffhardin.com
6600 Sears Tower
Chicago, IL 60606
Contact: Peter L. Rossiter
Tel: 312/258-5579
Law firm representing banks, savings institutions, trust companies and holding companies in mergers and acquisitions, initial public stock offerings, private and public debt and equity offerings, fiduciary matters and regulatory projects.
The Schroeder Group, S.C.
20800 Swenson Drive, Suite 475
Waukesha, WI 53186
Contact: Sandy McGee|Chief Operating Officer
Tel: 800/372-3020
The Commercial Finance Law practice of The Schroeder Group, S.C., Attorneys at Law provides sophisticated legal, lending and business strategies and guidance to both lenders and borrowers. The Schroeder Group’s Commercial Finance team brings a combined wealth and breadth of experience to bear on the matters for which it is retained, which is unmatched in southeastern Wisconsin. Its four attorneys have approximately 100 years of combined experience in commercial finance, work out, and foreclosure, as well as banking regulatory matters.
Sentry Life Insurance Company
1800 North Point Drive
Stevens Point, WI 54481
Contact: Kevin Castles
Tel: 800/533-7827 Ext. 6900
Sentry Insurance, one of the largest and strongest mutual insurance companies in America, was founded in 1904 and is headquartered in Stevens Point, Wisconsin. With assets of more than $10 billion and a policyholder surplus of $2.81 billion, Sentry Insurance, a Mutual Company, is rated A+ by A.M. Best. Sentry serves business owners and consumers by offering property, casualty, life insurance and retirement products to protect businesses, autos, homes, lives and incomes. Visit sentry.com.
Shazam, Inc.
200 Madison Street
Baraboo, WI 53913
Contact: Tim Luger
Tel: 800/490-7284
Shazam is an electronic funds transfer network offering a unique combination of EFT products and services including automated teller machine (ATM), national debit card, merchant processing and automated clearing house (ACH) services.
Star Systems, a Concord EFS, Inc. Company
www.star.com
495 North Keller Road
Maitland, FL 32751
Contact: Leah Stemper
Tel: 608/835-2970
The STAR® Debit and ATM Network, backed by the industry leadership of First Data, offers integrated debit services enabling secure, effective and efficient electronic payment options benefiting financial institutions, retailers and consumers. Services include debit card and ATM processing, ATM access, PIN-secured and Signature debit purchasing, deposit sharing, interbank transfers, surcharge-free ATM access and more.
Stifel Nicolaus & Company, Incorporated
www.stifel.com
70 West Madison Street
Suite 5000
Chicago, IL 60602
Contact: Paul O’Connor
Tel: 312/269-0346
Stifel Nicolaus & Company, Incorporated is a full service securities firm that provides investment banking, trading, investment advisory, and securities brokerage to businesses, professional money managers, individual investors and municipalities. Our Financial Institutions Group consists of 16 senior investment bankers, with an average of at least 15 years of industry experience. Over the last six years, the Financial Institutions Group has executed over 85 M&A transactions totaling $8.7 billion, and has raised over $5.4 billion through over 50 equity capital offerings. The Financial Institutions Group is consistently ranked in the top 5 in the league tables for raising capital and top 10 for merger transactions. The Private Client Group consists of over 1,200 investment executives and affiliated consultants, including 70 Wisconsin-based investment executives operating out of branches in Appleton, Brookfield, Eau Claire, Green Bay, Madison, Mequon, Merrill, Milwaukee, Oshkosh, Racine, Stevens Point and West Bend.
Strunk and Associates, L.P.
www.strunklp.com
3314 Lost Oasis Hollow
Austin , TX 78739-7604
Contact:Mike Sobba
Tel: 877/485-8808
In business since 1976, Strunk and Associates, L.P. is a financial institution advisory service recognized nationally for its innovative design, development, and implementation of the original "Overdraft Privilege Service Program",for the financial institution community.
The firm's reputation is built on more than three decades of providing expert, objective, unbiased and independent advisory service to thousands of financial institutions. For the past decade, our resources have been dedicated to the development of our Overdraft Privilege Service Program. Strunk and Associates, L.P. currently serves nearly 2,000Overdraft Privilege Service clients throughout the Unites States and the Caribbean. For more information about Overdraft Privilege and other financial solutions, check our website at www.strunklp.com, give us a call at 800.728.3116 or contact WBA ’s Joe Schwartz at 608-441-1220.
Student Loan Finance Corp.
www.slfc.com
125 N Hamilton Street
Madison, WI 53703
Contact: Anne Doyle, School and Lender Account Executive
Student Loan Finance Corporation provides products and services that help to drive student loan volume and profitability for our student lending clients. Our unique approach to the market is based on establishing relationships that drive mutual success:
- Secondary market services
- Value-add student lending solutions
- Borrower Benefits
- One-to-one loan servicing
- Relationship managers
SynerComm
3265 Gateway Road
Brookfield, WI 53045
Contact: Jenny Rouse
Tel:262/352-8412
At SynerComm, our goal is to help our customers achieve their business objectives, by being a trusted advisor and preferred IT solution provider. Security, optimization and working with methodology make SynerComm’s program complete and robust.
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T8DESIGN
1009 Technology Parkway
Cedar Falls, IA 50613
Contact: Tracey Conn
Tel: 319/266-7574
T8Financial offers products and services tailored to community banks nationwide. We assist our clients with taking advantage of the most powerful marketing media today – the internet. Our internet solutions are not simply websites, but a combination of solutions that will help you improve your brand, increase customer loyalty, and attract new business.
- Website design/development
- Freedom & Content Management System
- Financial Calculators
- Search Engine Optimizations
- Product, email marketing & loan applications
- Hosting
The Travillian Group
915 Jamell Drive
Greenburg, PA 15601
Contact: Louis T. (Ted) Steiner
Tel: 724/537-2354
The Travillian Group is an executive recruiting and consulting firm focused exclusively on the financial services sector. Travillian Recruiting conducts searches for the financial services industry including C-level positions (CEO, CFO, CIO, etc.) for commercial banks. Travillian Consulting provides a variety of services (director surveys, strategic planning, etc.) to boards of directors and executive management of financial institutions.
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Versant
www.versantsolutions.com
11414 West Park Place, Suite 202
Milwaukee, WI 53224
Contact: Denice MacDonald
Tel: 414/410-0500
Versant is a marketing and communications firm with offices in Milwaukee and New York. Versant has served as a strategic and creative resource for more than 50 years to clients in industries ranging from financial, professional and information services, to healthcare, education, transportation, and retail. Versant engages client audiences with communications that are grounded in analysis and strategic planning. A full service firm, we execute strategic marketing and communications campaigns for our clients using creative services ranging from logo development, advertising and media placement to Web site design, email campaigns and multi-media initiatives.
VersantWorks is a specialty practice within Versant focused to strategic employee communication. When our clients want to engage their employees or build commitment for a new initiative, create a compelling identity or employer brand, or recruit and retain key talent, VersantWorks provides grounded communication solutions that cut through clutter to reach and resonate with employees – and positively impact our clients’ business. For more information, contact Will Ruch, CEO / Managing Partner at will.ruch@versantsolutionscom
Virchow Krause & Company
www.virchowkrause.com
115 South 84th Street, Suite 400
Milwaukee, WI 53214
Contact: Christine M. Fenske
Tel: 414/777-5415
Virchow Krause provide audit, accounting and specialized services to close to 200 community-based financial institutions in Wisconsin, Illinois, Minnesota and Iowa.
von Briesen & Roper SC
www.vonbriesen.com
411 East Wisconsin Avenue, Suite 700
Milwaukee, WI 53202
Contact: William E. Taibl
Tel: 414/276-1122 or 800/622-0607
von Briesen & Roper serves the legal and business needs of banks and other financial institutions. We provide representation in strategic corporate
mergers and acquisitions, commercial loan transactions, financing, real estate, leasing, bonds, bankruptcy and creditors' rights, compliance, regulatory matters and litagation.
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WPS Health Insurance Company
4721 South Biltmore Lane
Madison, WI 53718
Contact:Craig Bottorff
Tel: 608/441-1211
WPS Health Insurance is a Wisconsin-based company that provides health and life insurance. WPS provides plan benefit administration solutions to their private sector customers. Service and value is considered to be the very best by their customers.
Wells Fargo Bank Minnesota, N.A.
www.wellsfargo.com/correspondentbanking
MAC: N9305-071
90 S 7th St.
Minneapolis, MN 55402
Contact: Troy A. Rosenbrook, Division Manager
Tel: 612/667-7578
Banking services offered to Wisconsin banks.
Wind River Financial Inc.
www.windriverfinancial.com
5305 Buttonwood Drive
Madison, WI 53718
Contact: Mark Wellnitz
Tel: 608/442-5699
Wind River Financial provides credit and debit card processing, multiple terminal and software applications, complete e-commerce solutions, and a gift card program.
Wipfli LLP
www.wipfli.com
3703 Oakwood Hills Parkway
Post Office Box 690
Eau Claire, WI 54702-0690
Contact: Dick Dean
Tel: 800/486-3454
Wipfli provides risk management services (compliance/loan review/internal audit), profit improvement, asset and liability management, regulatory consulting, security intrusion testing, strategic and succession planning and merger and acquisition consulting for banks.
Wisconsin Business Development
www.wbd.org
Suite One 100 River Place
Monona, WI 53716
Contact: Joe Wolfe
Tel: 800/536-6799 or 608/819-0390
WBD provides long term fixed rate financing for small businesses. Since 1981, WBD has partnered with Wisconsin banks to participate in a subordinate position in over $1.5 billion in real estate and equipment projects.
Wisconsin Housing and Economic Development Authority (WHEDA)
www.wheda.com
P.O. Box 1728
Madison, WI 53701-1728
Contact: Antonio Riley
Tel: 608/266-7884
WHEDA provides below-market-rate loans for first time homebuyers,for rental housing for low-and moderate-income families and seniors, loan guarantees for small businesses, mixed use developments, agricultural loans and affordable housing tax credits for the development or rehabilitation of rental housing.
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