Gold Members

Bankers' Bank
7700 Mineral Point Road
Madison WI, 53717
Bradlee Stamper
  • Correspondent Services
View Description
For 35 years, our bank-owned bank has lived by the motto - always your partner, never your competitor. Full-service, correspondent banking is all we do so we never compete with you for business. Our experienced staff assists you in reaching your business goals and provides you with effective tools to best serve your customers.

Bell Bank
3100 13th Avenue S
Fargo ND, 58103
Denise Bunbury
  • Lending Services
View Description
Bell Bank is a local, independently owned bank with community-focused values and world-class vision. When Bell Bank opened its doors in 1966, our founders believed in treating all people, whether employees or customers, with respect and kindness. Having happy employees and happy customers was at the root of the organization. And it still is. Our values - being a family, treating our customers well and making our community a better place - are at the core of all we do. Today with assets of more than $3.5 billion, Bell is the largest independently owned bank in the region - thanks to our many loyal customers, whose confidence in us has led to our growth and success.

Boardman & Clark LLP
One South Pinckney Street
Madison WI, 53701-1764
Kirsten Spira
  • Legal Services
View Description
Full service law firm.

BOK Financial Institutions Group
1200 North Mayfair Road, Suite 303
Milwaukee WI, 53226
Josh Hunt
  • Asset Liability Management
View Description
BOK Financial Institutions Group is part of BOK Financial Corporation, a more than $45 billion bank service company. Our team of experienced bankers located in Milwaukee has served Wisconsin community banks for more than 25 years. We help banks identify interest rate, liquidity earnings and capital risks while developing customized strategies to enhance earnings and mitigate these risks. Our core services include asset/liability modeling, consulting and third party reviews, investment portfolio trading and management, municipals underwriting/credit and brokered funding. Bank dealer services offered through Institutional Investments, Bank of Oklahoma, which operates as a separately identifiable trading department of BOKF, NA. Services may be offered under our trade name, BOK Financial Institutions Group. BOKF, NA is the bank subsidiary of BOK Financial Corporation. Some services may be offered through BOK Financial Securities, Inc., member FINRA/SIPC, and an affiliate of BOKF, NA. Investment products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Federal Home Loan Bank of Chicago
200 East Randolph Drive
Chicago IL, 60601
David Feldhaus
  • ALM solutions
  • Short- and Long-term Funding
View Description
The Federal Home Loan Bank of Chicago (FHLBC) is a wholesale bank and government sponsored enterprise that provides housing finance to more than 760 member commercial banks, savings institutions, credit unions and insurance companies located in the 7th Federal Home Loan Bank District of Illinois and Wisconsin. The FHLBC provides short- and long-term funding and asset liability management solutions plus a secondary mortgage market program. It also supports members’ community investment initiatives through letters of credit, discounted advances (loans), and grants for affordable housing and economic development projects as well as for first-time home buyers.

4721 South Biltmore Lane
Madison WI, 53718
  • Check Printing and Products
  • Data Processing Services
  • Document Management Solutions
  • Financial Data Processing Services
  • Financial Product Assistance
  • Risk Management
View Description
FIPCO is a subsidiary of the Wisconsin Bankers Association. FIPCO provides quality products, services and unparalleled customer service to the financial industry. These products include loan, mortgage and account opening software, integrations to core accounting and third party vendor systems, compliance services, a complete preprinted and electronic forms library, and IT Audit and Security Services.

ICBA Services Network
1615 L St, NW
Washington DC, 20036
Jim Reber
  • Investment Banking Services
View Description
Whether considering a new product line, or seeking a community bank-focused provider, the ICBA Services Network has solutions for your community bank through its financial services companies: ICBA Bancard®/TCM Bank®, ICBA Reinsurance®, ICBA Mortgage®, ICBA Securities®, ICBA Strategic Technology Solutions®.

200 Madison Street
Baraboo WI, 53913
  • ATM/POS Networks
View Description
SHAZAM is a national member-owned debit network, processor, and core provider delivering choice and flexibility to community financial institutions throughout the U.S. since 1976. SHAZAM is a single-source provider of the following services: credit card, debit card, core, fraud, ATM, merchant, marketing, platform, risk and automated clearing house (ACH).

WBA Insurance Services
4721 South Biltmore Lane
Madison WI, 53718
Brian Siegenthaler
  • Insurance Services
View Description
WBA Employee Benefits Corporation (EBC)/Trust: The WBA EBC markets and services the WBA Insurance Trust Medical, Dental, Vision Care, Prescription Drug, Life plus Accidental Death & Dismemberment (AD&D), Long Term and Short Term Disability coverage to financial institutions and their employees. It also provides an individual accidental death program and a voluntary life insurance program for employees of financial institutions. Contact Brian Siegenthaler for more information. || Midwest Bankers Insurance Services (MBIS): Midwest Bankers Insurance Services (MBIS) is a joint venture by the Minnesota Bankers Association and the Wisconsin Bankers Association and is endorsed by the North Dakota Bankers Association. They specialize in designing and securing programs specifically for community banks in the Midwest. As an independent agency, they have access to a variety of insurance providers to help tailor bank plans to meet specific needs. Contact Jeff Otteson at 608-217-5219 or for more information.

Silver Members

Eide Bailly
1911 Excel Drive
Mankato MN, 56001
Linda Koerselman
  • Accounting/Auditing
View Description
Eide Bailly is ranked as one of the 25 largest CPA firms in the nation. With more than 100 professionals dedicated to the financial institution industry, Eide Bailly serves more than 500 financial institutions by providing assurance and tax services, loan review services and consulting services on many issues such as strategic planning, merger & acquisition advisory services, regulatory compliance, enterprise risk management, forensic services and technology consulting.

Plante Moran
10 S. Riverside Plaza, 9th Floor
Chicago IL, 60606
Brady Nitchman
  • Accounting/Auditing
View Description
CPAs, risk management consultants, and IT security experts serving financial institutions. Services include audit, tax planning, internal audit, loan review, regulatory compliance, operations improvement, employee benefits consulting, security and IT audit, business continuity planning, technology consulting and solutions.

2230 Dakota Drive
Grafton WI, 53024
  • Data Processing Services
  • Communications Security Services/IT
  • Computer Processing and Software Systems
  • Document Management Solutions
View Description
UFS provides core data processing, digital banking, endpoint managed IT, and cybersecurity solutions to a growing family of Midwest community banks, from the U.P. to Arkansas. Our customers look to us to provide reliable, accurate, and state of the art technology solutions that help them thrive. However, people are the heartbeat of our company, and our community is what makes us different. We provide purpose-built technology exclusively for regulated community banks, employ smart people who treat you like family and know how to execute with a partnership focus and servant leadership. We also treat employees like family and together with our customers we form a strong collaborative community. We believe that people can, will, and do make the difference.

Wipfli LLP
11 Scott Street
Wausau WI, 54403
Mike Vesel, Partner
  • Accounting/Auditing
View Description
Wipfli LLP ranks among the top 20 accounting and business consulting firms in the nation. For nearly 90 years, Wipfli's financial institutions practice has educated, advised, and assisted financial institutions in the successful navigation of the complex and ever-changing environment they face. Our practice includes certified internal auditors, certified compliance specialists, certified trust auditors, certified information technology specialists, former bankers and bank regulators, and licensed certified public accounts with the background knowledge and consulting experience necessary to provide top-rate services. Wipfli helps financial institutions with solutions such as regulatory compliance, profit improvement, risk management, strategic planning/board development, IT services/cybersecurity, HR consulting, and audit, and tax services.

Bronze Members

Bank Compensation Consulting
1255 W. 15th Street, Suite 830
Plano TX, 75075
John Anderson
  • Insurance Services
View Description
Bank Compensation Consulting leads the industry with its approach to servicing its clients with state of the art plan design that assists banks in attracting, retaining, and rewarding their leaders through compensation consulting; design and implementation of Executive and Director benefit plans; Bank Owned Life Insurance (BOLI) and ownership succession planning. The company has a core group of professionals who have over a decade of experience working with more than 500 banks nationwide and providing ongoing plan administration and monitoring.

CliftonLarsonAllen LLP
8215 Greenway Blvd., Suite 600
Middleton WI, 53562
Mike Stoetzel
  • Accounting/Auditing
View Description
CliftonLarsonAllen is one of the nation's top 10 certified public accounting and consulting firms. Structured to provide clients with highly specialized industry insight, the firm delivers assurance, tax and advisory capabilities. CliftonLarsonAllen offers unprecedented emphasis on serving privately held businesses and their owners, as well as nonprofits and governmental entities. The firm has a staff of more than 3,600 professionals, operating from more than 90 offices across the country.

Computer Services, Inc.
3901 Technology Dr.
Paducah KY, 42001
Craig Witbart
  • Computer Processing and Software Systems
View Description
Computer Services, Inc. (CSI) delivers end-to-end technology solutions through core processing, managed services, mobile and Internet, payments processing, print and electronic distribution, and regulatory and compliance solutions to financial institutions and corporate customers across the nation. Exceptional service, dynamic solutions and superior results are the foundation to CSI’s reputation in empowering businesses to remain competitive, compliant and profitable.

Executive Benefits Network
626 East Wisconsin Avenue, Suite 1000
Milwaukee WI, 53202
R. David Fritz, Jr.
  • Insurance Services
View Description
Executive Benefits Network (EBN) specializes in the design, administration and informal financing of customized deferred compensation plans and the procurement of Bank Owned Life Insurance (BOLI) programs. EBN offers the highest quality carriers and works to improve investment yields. EBN is the leading industry advisor, helping banks to recruit, reward and retain top talent.

725 Heartland Trail, Suite 207
Madison WI, 53717
John Eimermann
  • Accounting/Auditing
View Description
At Experis™ Finance (formerly Jefferson Wells™), we’ve built a reputation for results-driven, innovative workforce solutions that help companies create competitive advantage. From basic to complex, we custom tailor our services to fit our clients’ needs – from interim and permanent professional talent resourcing to complete project solutions in the areas of risk advisory, tax and finance & accounting to financial institutions, businesses, non-profit organizations and government agencies. We also serve clients, including Fortune 500 and Global 1000 companies, from offices worldwide leveraging the workforce capabilities of the ManpowerGroup.

Godfrey & Kahn, S.C.
833 E. Michigan St., Suite 1800
Milwaukee WI, 53202
Peter Wilder
  • Legal Services
View Description
Godfrey & Kahn, S.C. is one of Wisconsin’s leading law firms offering comprehensive legal services to the Wisconsin business community. The firm’s Banking & Financial Institutions team offers an established tradition of full-service, practical, and innovative counsel to banks, banking trade groups, and other industry-related companies, and has the depth and stability to handle the most complex corporate and regulatory matters. Founded in 1957, Godfrey & Kahn maintains offices in Milwaukee, Madison, Appleton, Green Bay and Waukesha, Wisconsin; and Washington, DC.

John M. Floyd & Associates
125 N. Burnett Drive
Baytown TX, 77520
Susan Prell
  • Legal Services
  • Consulting Services
View Description
For more than 38 years, JMFA has provided consulting services and programs to community banks, helping them improve their performance and profitability. JMFA OVERDRAFT PRIVILEGE® is a consumer-friendly service which builds sustainable revenue with a 100% compliance guarantee. JMFA CONTRACT OPTIMIZER offers banks the opportunity to get more out of their vendor contract negotiations and lower expenses. JMFA RECRUITMENT SERVICES finds the very best talent when you are looking to fill key positions for carrying out your vision. With a comprehensive consulting approach and programs that make a positive impact on your bottom line, JMFA has the right solutions to help community banks not only meet, but exceed their goals.

Northland Securities, Inc.
455 7th Street, Suite 2000
Minneapolis MN, 55402
Mike Harlander
  • Investment Broker/Dealer
View Description
Northland Securities, Inc. is a full service broker dealer, offering investment and financial services for government entities, financial institutions and individual investors. The firm is a leading underwriter of tax-exempt bonds in the Midwest.

Quad City Bank & Trust
4500 N. Brady Street
Davenport IA, 52806
Scott Krieger
  • Correspondent Services
View Description
Quad City Bank & Trust is committed to building long term, correspondent relationships. Providing the tools, along with the personalized service makes our Correspondent Banking Team a partner you can bank on. Our product offerings include online cash management, cash letter clearing, correspondent lending, safekeeping and wealth management services.

Reinhart Boerner Van Deuren S.C.
1000 North Water Street, Suite 1700
Milwaukee WI, 53203-3400
David B. Schulz
  • Legal Services
View Description
Reinhart serves your legal needs with innovation, focus and commitment. Our attorneys provide efficient and cost-effective service from our seven locations. Founded in 1894, Reinhart is one of Wisconsin's largest law firms and has relied on entrepreneurship, teamwork and dedicated service to help clients achieve their goals. Reinhart's Banking and Finance Practice brings projects to life and goes beyond counseling on state and federal regulatory compliance. We bring together lenders and borrowers to meet the needs of businesses and developers, or to help municipalities finance memorable projects. Partnering with other Reinhart practices allows us to manage any sophisticated transaction.

411 East Wisconsin Avenue, Suite 1850
Milwaukee WI, 53202-4461
John P. Behringer, CPA
  • Accounting/Auditing
View Description
With the experience of serving more than 1,200 financial institutions across the U.S., RSM professionals can help bank leaders navigate complex reporting, governance and regulatory issues in times of rapid change. RSM is the leading U.S. provider of assurance, tax and consulting services focused on the middle market, with more than 8,000 people in 80 offices nationwide.

SBS CyberSecurity
810 N. Perry Pkwy.
Oregon WI, 53575
David Edwards
  • Communication Security Services/IT
View Description
SBS CyberSecurity (SBS) is a premier cybersecurity consulting and audit firm. Since 2004, SBS has been dedicated to assisting organizations with the implementation of valuable risk management programs and to mitigating cybersecurity risks. The company has provided cybersecurity solutions to over 1,300 organizations across the United States and abroad, including financial institutions ranging in asset size from $12 million to over $20 billion. SBS delivers unique, turnkey solutions tailored to each client's needs, including cybersecurity risk management software, consulting services, network security, IT audit, and education. SBS CyberSecurity empowers customers to make more informed security decisions and trust the safety of their data.

Spectrum Investment Advisors
6329 West Mequon Road
Mequon WI, 53092
Jonathan Marshall, CIO/CCO/Partner
  • Benefits Planning
  • Investment Broker/Dealer
View Description
Spectrum Investment Advisors, Inc. is highly experienced in the retirement plan industry with a passion for personal retirement planning and individual wealth management. Our tagline, “Colors Simplify Investing®”, represents the uniqueness of our education process used with participants from all different industries and backgrounds.

The Baker Group
901 Community Drive
Springfield IL, 62703
Ken Judd
  • Investment Broker/Dealer
View Description
The Baker Group is a leader in the development of asset/liability and investment portfolio strategies for community banks. Since 1979, we’ve helped our clients improve decision-making, manage interest rate risk, and maximize investment portfolio performance. Our proven approach of total resource integration utilizes software and products developed by Baker Software Solutions combined with the firm’s investment experience and advice.

VGM Forbin
1111 W San Marnin Dr.
Waterloo IA, 50704
Don Wilson
  • Information Technology Services
  • Website Development
View Description
At VGA Forbin we offer custom website and web technology development, application hosting and maintenance services, social media and blogging management, co-location and BCM services. Forbin develops and maintains websites for banks and financial institutions in the Midwest, as well as for the medical and automotive industries nationwide and throughout Canada.

von Briesen & Roper SC
411 East Wisconsin Avenue, Suite 1000
Milwaukee WI, 53202
William E. Taibl, Esq.
  • Legal Services
View Description
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 litigation.

West Bend Mutual Insurance Company
1900 S. 18th Ave.
West Bend WI, 53095
Scott Stueber
  • Insurance Services
View Description
West Bend Mutual Insurance Company provides property/casualty insurance products throughout the Midwest. The company offers a broad personal lines coverage package, a full range of commercial products and services, and insurance for specialty lines. West Bend employs more than 1,000 associates and is represented by approximately 1,300 independent insurance agencies through Wisconsin, Illinois, Iowa, Minnesota, Indiana, Ohio, Michigan, Missouri, Kansas, Kentucky, and Nebraska. Rated A (Excellent) or better by A.M. Best since 1971, West Bend is a relationship-based company with core values that emphasize excellence, integrity, and responsibility.

Standard Members

ABA Insurance Services Inc.
3401 Tuttle Road, Ste 300
Shaker Heights OH, 44122
Catherine Kopera
  • Insurance Services
View Description
ABA Insurance Services, a Member of Great American Insurance Group, provides a WBA-endorsed D&O, Bond, and Cyber insurance program to banks countrywide, maintaining a 30% marketshare. Recognized for our underwriting and claims handling expertise, the insurance program endorsed by American Bankers Association (ABA) and WBA dates back more than 30 years. 29 consecutive distributions have been declared by ABMI, the program's reinsurer, totaling $86.3 million. Excess coverage and Property & Casualty insurance are also available. For more information, visit

5301 Buckeystown Pike, Suite 420
Frederick MD, 21704-8307
Dana Carrington
  • Compliance Auditing
  • Risk Assessments
  • Consulting
View Description
AffirmX was originally established to help financial institutions stay on top of governance, risk, and compliance. Traditional "boots on the ground" models of consulting are costly in terms of both the utilization of company resources and the time and billing rates of senior consultants and their associated expenses. To solve this problem, we created a hybrid solution: patented technology plus experienced analysts. Our service model provides risk assessments, audits, and other regulatory services almost entirely off-site, which is a particular advantage in these days of COVID-19. Through the use of our patented Risk Intel Center platform, necessary documents can be uploaded directly to our U.S.-based analysts, eliminating travel costs and having a team of auditors on site. The risk Intel Center also allows for compliance work to be assigned and spread over the course of a year, reducing stress for your team. In a nutshell, AffirmX and our sister company, AdvisX, reduce the costs, anxiety, and workload of your ongoing regulatory compliance efforts.

Allied Solutions, LLC
1320 City Center Drive
Carmel IN, 46032
John Garey
  • Compliance Review/Risk Management Software
  • Insurance Services
  • Lending Services
View Description
At Allied Solutions, we are proud to be one of the largest providers of insurance, lending, and marketing products to financial institutions in the country. Creating solutions through partnerships, our commitment to our clients builds loyalty and fuels success. With over 35 years of experience in the financial service industry our aim is to be the most customer-focused and respected provider of insurance and related products whose customized solutions help clients grow their business and more effectively manage risk.

American Deposit Management, LLC
505 Wells Street
Delafield WI, 53708
Kelly Brown
  • Business Outsourcing
  • Consulting Services
  • Financial Product Assistance
  • Funds Management
  • Marketing
View Description
The American Deposit Management Company is here to assist banks and their clients in the quest for safety, liquidity and return. When your large deposit customers are unhappy with current repurchase rates and you would rather not tie up precious collateral, we can work with you and your client to garner safety, liquidity and return in our exclusive FDIC network. The American Deposit Management Company also offers our bank partners that are in need of added treasury management expertise, access to a staff of experienced banking professionals.

AmpliPhi LLC
25 W Main St, Suite 500
Madison WI, 53703
Spencer X Smith
  • Marketing
View Description
AmpliPhi Social Media Strategies helps banks achieve their business objectives through both developing marketing strategies and tactically executing on campaigns. Our expertise is in social media advertising, creating dynamic content via video, and extending reach and impact.

AmTrust North America
800 Superior Ave E, 21st Floor
Cleveland OH, 44114
Robert Splawn
  • Insurance Services
View Description
AmTrust North America, an Amtrust Financial Services company, is rated "A-" FSC IX by A.M. Best. The company provides a broad suite of business insurance products including a division focused specifically on financial institutions. Products include Financial Institution Bond, Directors and Officers Liability, Property and Casualty, Lenders Single Interest and Excess Deposit Bond.

ARCH Mortgage Insurance Co.
1425 Rock Ridge Lane
Lake Geneva WI, 53147
Joe Doyle
  • Mortgage Insurance
View Description
ARCH Mortgage Insurance provides simple and clear mortgage credit default protection using proven systems supported by experienced professionals who make our customers our top priority, and provide outstanding service with a personal touch. We believe in the value of mortgage lending, and providing our lending customers with products and services to help their borrowers achieve home ownership. ARCH Mortgage Insurance is dedicated to being a reliable and fair counterparty focused on prudent evaluation of credit risk.


Brainerd MN, 56401
Jane Weizenegger
  • Investment Banking Services
  • Funding and Investing
View Description
Ascensus, the nation's leading provider of retirement plan expertise, delivers a full range of comprehensive solutions for organizations seeking to achieve and maintain operational compliance and market share in the IRA, HSA, ESA, and retirement plans industry. Ascensus' core capabilities encompass every component of the retirement infrastructure, including third-party plan administration, ERISA consulting, web-based service solutions, trust and custody services, multi-lingual participant education programs, staff training and documentation.

Automated Systems, Inc.
1201 Libra Drive
Lincoln NE, 68512
Tammy Mundt
  • Communication Security Services/IT
View Description
The Insite Banking System is a complete in-house or hosted core data processing solution utilizing a 100% Microsoft Windows environment: no Unix, no AS/400 and no mainframe. Automated Systems provides directly integrated solutions: image teller solution, check and document imaging, real-time telephone and real time online banking with remote capture.

B$ Recruiters
155 East Capital Drive, Suite #5
Hartland WI, 53029
Del Garcia
  • Executive Search Firms
View Description
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.

Baker Tilly
777 East Wisconsin Avenue, 32nd Floor
Milwaukee WI, 53202-5313
Mary Clare Miske
  • Accounting/Auditing
  • Executive Search Firms
View Description
Baker Tilly* is a full-service accounting and advisory firm whose specialized banking professionals speak your language and identify with your goals to consistently deliver solutions that are just right for you. We offer merger and acquisition, tax compliance and consulting, audit, and information technology/risk services, to name a few. *Baker Tilly refers to Baker Tilly Virchow Krause, LLP, an independent member of Baker Tilly International.

4445 Willard Avenue
Chevy Chase MD, 20815
John Pulliam
  • Lending Services
View Description
The BancAlliance network is a shared loan platform that identifies, evaluates, and refers loans and loan programs to its exclusive group of Community Bank Members. Its mission is to enable its members, the banks that direct the BancAlliance activities, to diversify into C&I and consumer loans and offer small business loans in a manner consistent with regulatory standards - without changing the nature or mission of the traditional community bank. Through BancAlliance, community banks are supported in deploying excess liquidity, managing interest-rate risk, and expanding in-market in consumer and small business lending. BancAlliance currently works on the behalf of over 250 community banks nationwide - typically ranging in size from $200mm to $10b in assets. (a/k/a Alliance Partners, LLC)

Bank of America
135 South La Salle Street
Chicago IL, 60603
Philip R. Pulliam
  • Banks
  • Financial Product Assistance
  • Investment Banking Services
  • Lending Services
  • Mortgage Lending
View Description
Bank of America is one of the world's largest financial institutions, serving individual consumers, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company's corporate and investment banking and sales and trading businesses operate under the Bank of America Merrill Lynch brand. Bank of America Merrill Lynch focuses on middle-market and large corporations, institutional investors, financial institutions and government entities. It provides innovative services in M&A, equity and debt capital raising, lending, trading, risk management, research, and liquidity and payments management. Bank of America Merrill Lynch serves clients in more than 150 countries and has relationships with 99 percent of the U.S. Fortune 500 companies and nearly 96 percent of the Fortune Global 500.

Banker's Toolbox
12331 - A Riata Trace Pkwy, Bld 3, Ste 300
Austin TX, 78727
Alyssa Albertson
  • Risk Management
View Description
Banker's Toolbox supports America's financial institutions with simple solutions to complex problems. Our product suite consists of comprehensive, easy-to-use software tools for BSA/AML compliance, money laundering detection and reporting, fraud prevention, secure wire processing automation and commercial real estate loan portfolio risk assessment. As former bankers, regulators, and CAMS professionals we understand the challenges you are up against, which is why everything we create is purpose-built with you in mind. Our experts also provide professional services such as consulting, suspicious activity monitoring, BSA exam prep and more.

Bankers Healthcare Group, LLC (BHG)
122 East 42nd Street
New York NY, 10168
Meghan Crawford
  • Insurance Services
  • Lending Services
View Description
Bankers Healthcare Group (BHG) is a well-established, direct lender that works with more than 550 community banks nationwide. Our commercial loan program is specifically tailored to provide licensed medical professionals necessary financing while providing community banks loan growth and portfolio diversification. Our medical loan program will continue to provide Wisconsin banks a premium loan source and competitive yields without overhead costs traditionally associated with this quality of borrower.

8601 Commerce Park Drive
Oklahoma City OK, 73132
Robert Mendez
  • Communication Security Services/IT
  • IT
View Description
BankOnIT was created by bankers, for bankers, as a way for financial institutions to have more capabilities and gain better results with technology. The nation's top 1% of financial institutions utilize technologies that are out of reach for other institutions. BankOnIT provides capabilities to banks of all sizes to help them compete more effectively, reduce risk, and increase shareholder value.

BEACON Business Group
759 N. Milwaukee Street, Suite 512
Milwaukee WI, 53202
Steve Boylan
View Description
At BEACON Business Group, we focus exclusively on helping owners of privately held and family-owned Midwest businesses sell for the greatest financial benefit. Our brokers and marketing team have many years of experience guiding clients through the process: getting their businesses primed for sale, creating targeted and sophisticated marketing programs to find the right buyers at the right time, and working hand-in-hand with clients’ trusted advisors through negotiations and due diligence toward a successful close. Our Closing rate is 95% versus the industry average of 30% to 35%. We are committed above all else to serving our clients with honesty, integrity, and respect.

1201 Walnut, Suite 1700
Kansas City MO, 64106
Eric DeCoursey
  • Accounting
  • Auditing
View Description
BKD, LLP, a national CPA and advisory firm, can help individuals and businesses realize their goals. Their dedicated professionals offer solutions for clients in all 50 states and internationally. BKD and its subsidiaries offer clients a variety of services in accounting, audit and assurance, tax, risk management, technology, corporate finance, forensic and valuation services, and wealth management. They combine the insight and ideas of multiple disciplines to provide solutions in a wide range of industries, including health care, manufacturing, distribution, financial services, construction, and real estate, as well as government entities, higher education institutions and not-for-profit organizations.

Block Time Financial, LLC
737 Main Street
Delafield WI, 53018
Bruce Rosenheimer
  • Computer Processing
  • Software Systems
View Description
Block Time Financial provides next-generation software that will make your firm more competitive, and efficient with cost reduction. Web based on a cloud platform, it is secure and easy to deploy. Their product suite includes a complete UCC filing system, consumer credit scoring, virtual strong boxes, and the latest in digital assets for custody, payment, conversion, and more. Please visit their website for all their solutions to run alongside any core processor.

BrandPoint Design LLC
18350 Coach House Court
Brookfield WI, 53045
Mike Parnon
  • Architects/Bank Remodel
View Description
BrandPoint Design is a branding, design and construction management firm with a niche’ expertise in financial institution consulting. BrandPoint Design has one employee – Mike Parnon – an architect with 28 years experience creating brand-driven environments for financial institutions. BrandPoint Design partners with other financial consulting groups on a project basis thus reducing overhead which translates into savings for their clients. BrandPoint Design provides an array of branding, design and construction services to Wisconsin banks including branding programs, renaming, logo design, merchandizing, graphics, furniture, architecture, engineering and construction management. BrandPoint Design is nimble enough to provide one service or many services based on project demand.

BrownBoots Interactive, Inc.
15 N. Main Street
Fond du Lac WI, 54935
Patrick Rose
  • Marketing
  • Web Site Development
View Description
BrownBoots opened its doors in 1999 with a focus on custom web development and design. Since then, the company has evolved into a full-service advertising agency. After developing several credit union and bank websites, BrownBoots identified the need within this market for custom, responsive web design and an easy-to-use content management system (CMS). We are a small but nimble company with big ideas and a proven track record for successful bank websites and bank marketing services.

Cascade Asset Management, LLC
6701 Manufacturers Dr.
Madison WI, 53704
Tom Hemaidan
  • IT Asset Disposition Provider
View Description
Cascade Asset Management provides secure, responsible and valuable IT asset disposition services to hundreds of businesses, institutions, and government agencies in Wisconsin. IT asset disposition services Include all that must be done to dispose of IT equipment once it has reached the end of Its usefulness for the business, agency or Institution which owns the assets. This includes, first and foremost, securely destroying any remaining data on the devices, then refurbishing and reselling them, (while returning at least half of the resale value back to the business or Institution) or recycling the assets in an environmentally sound manner.

Case Financial
1870 50th Street East, Suite 10
St. Paul MN, 55077
Rachel Hansen
  • Bank Technology & Equipment
  • Technology
View Description
Since its humble beginnings in 1986, Case Financial has grown to nearly $10 Million in annual sales while employing a full-time staff of nearly 40 sales and service technicians. Case Financial's customer first attitude and extremely knowledgeable service staff have attributed to their sprawling, multinational client base of over 700 organizations ranging from Financial Institutions to State & Government Agencies. The majority of their business consists of the sales and servicing of various financial systems including ATMs, Managed Services ATM Kiosks, ITMs, Security & Alarm Systems, Check Imaging & Transports, Coin & Currency Equipment, Vault & Safes, and Drive-Up Systems. When a service call is placed, Case Financial dispatches its technicians from one of nine offices strategically placed from Michigan to the Dakotas, including Wisconsin. This range ensures proximity to their clientele and guarantees the quickest and most reliable technical services in the region.

Central States Health & Life Company of Omaha
96th and Western
Omaha NE, 68134-0350
Robert Trzecinski
  • Insurance Services
View Description
CSO's vision is to be the leader in the debt protection market by providing innovative solutions and value to lenders, agents and policyholders. We are uniquely positioned to capitalize on our dual focus of extending credit life/disability products and debt cancellation programs through our experienced home office professionals and general agents. Our solid history of successful business practice since 1932 has positioned CSO with an exceptionally strong financial base, with statutory surplus in excess of $100 million. We place tremendous emphasis on service and training to maximize our commitment to our partners.

Chapman Technology Group, Inc.
1126 Wauwatosa Rd, Suite 101
Cedarburg WI, 53012
Mark Chapman
  • Business Continuity Planning
  • Communication Security Services/IT
  • Computer Processing and Software Systems
  • Consulting Services
  • Data Processing Services
  • Document Managment Solutions
  • Environmental Risk Tools
  • Regulatory Compliance Services
  • IT
View Description
Chapman Technology Group, Inc. provides innovative software solutions that simplify the risk assessment, audit planning, disaster recovery, vendor contract management and the data analysis needs of Wisconsin’s financial institutions. Our secure Web-based solutions include a powerful risk management framework (“RiskOptix™ – Compliance Simplified”) and a hosted platform for secure digital dashboards (“BizOptix™ – Actionable Data”). WBA members recognize the leadership position that has been earned through years of hands-on industry experience. For example, our President and Founder, Mark T. Chapman, CISM, CISSP, has been invited for the second year in a row to present “A Practical and Effective Approach to Risk Assessment” at the FFIEC Information Technology Conference in Arlington, Virginia. Call us today to schedule a free demonstration.

5214 68th Street, Suite 200
Lubbock TX, 79424
Ida Richards
  • Information Security Services/IT
View Description
CoNetrix specializes in providing IT security, compliance, and consulting for community banks. Our information security and compliance services are designed to validate controls, sustain compliance, and improve your overall security posture. CoNetrix offers IT/GLBA Audits & Network Assessments; Penetration Testing; Information Security Programs; Managed Network and Security Services; Aspire Cloud Hosting with options for disaster recovery, Exchange hosting, and secure file sharing; and tandem software, an innovative suite of online information security management tools for Risk Assessment, Business Continuity Planning, Vendor Management, Information Security Policies, Social Media Management, Audit Management, Compliance Management, and Board Portal.

Convergint Technologies, LLC

Cottage Grove WI, 53527
Josh Manring
  • ATM/POS Networks
  • Electronic/physical security
View Description
Integrated Security Solutions, Inc. is Wisconsin’s largest independently owned electronic and physical security company. We specialize in cutting edge technologies and services designed specifically for financial institutions. We provide service and support 24/7/365 for all major brands of financial security products through the most experienced field engineers in the business. We represent the best product manufacturers in the industry such as: Hamilton Safe Company, Nautilus Hyosung ATMs, Vertex alarm and access control and many more. We are committed to assisting banks in their efforts to provide a safe business environment and quality transaction delivery systems.

Cornerstone Advisors, Inc.
7272 E. Indian School Road, Suite 400
Scottsdale AZ, 85251
Jennifer Wagner
  • Consulting Services
  • Miscellaneous
View Description
Banks don't negotiate contracts every day, but vendors do. And luckily, so does Cornerstone Advisors. Let Cornerstone's multi-disciplinary team of negotiators put their deep market knowledge, proven methodologies, and proprietary Contract Vault ™ data to work for you. With Cornerstone as your partner, you'll get an entirely objective assessment of your vendor contracts and the most competitive pricing and terms available in the market - all delivered by the best negotiating team in the industry. Working with Cornerstone Advisors you'll gain the best pricing, service levels, and terms on your vendor contracts-plus more time to focus on future performance and growth.

Country Banker Systems, LLC
328 Washington
Clyde KS, 66938
Tim Ohlde
  • Lending Technology
View Description
Country Banker is setting a new standard for financial analysis software. The system is designed to take your bank to the next level by providing higher quality loan analysis, in-depth reports and an enhanced lending process. Tools such as Credit Risk Ratings, Risk-based Pricing, Cash Flows, Pro forma Analysis, and Loan Presentations are included; all can be customized based on your preferences. Lenders use a quick and intuitive process to measure capability and capacity. Data is entered once and easily replicated throughout the system to determine overall strength or weakness of each borrower.

CRA Partners

5100 Poplar Avenue, Suite 711
Memphis TN, 38137
Ron Brooks
  • Regulatory Compliance Services
View Description
CRA Partners is a turnkey CRA compliance program established to create safe and secure living environments for the elderly with help from local banks. We have helped hundreds of community banks across the country protect residents of low-income senior housing facilities through our trusted Senior Crimestoppers program. Partner with us and you will satisfy your bank's CRA requirements, boost your community relations profile and develop new business relationships, while ensuring safe, secure senior living environments, HUD communities, and state veterans homes. With over 30,000 Wisconsin seniors in need of our program, there is abundant potential to protect the state's elderly.

CrossCheck Compliance, LLC
200 S. Executive Drive, Suite 101
Brookfield WI, 53005
Patti Katzban
  • Regulatory Compliance Services
View Description
CrossCheck Compliance LLC is a professional services firm providing regulatory compliance and mortgage operational services. We gained our expertise assisting financial institutions of all sizes with the creation, implementation, assessment and remediation of compliance programs and mortgage operations processes. Our team has extensive experience in the banking and mortgage industries having worked for organizations that have managed billions of dollars in assets and mortgage portfolios that were retained and subject to continuous credit, compliance and regulatory review. CrossCheck will assess your current compliance procedures and controls: make recommendations to improve the effectiveness of your compliance processes; train your internal compliance team to handle new, complex regulatory issues; help reduce your risk of regulatory noncompliance and improve the performance of your business. Don’t let a regulatory misstep derail your business.

Crowe LLP
One Mid America Plaza, Suite 700
Oak Brook Terrace IL, 60181
Sara Krople
  • Accounting
  • Auditing
View Description
Crowe is a public accounting, consulting, and technology firm with offices around the world. Crowe uses its deep industry expertise to provide audit services to public and private entities. The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax, advisory, risk and performance services. Their banking industry focused team of more than 800 professionals has more than 50 years of experience, works with financial institutions of all sizes and serves more than 1,800 financial services organizations.

D.A. Davidson & Co.
3773 Attucks Drive
Powell OH, 43065
Tom Dooley
  • Investment Banking Services
  • Investment Broker/Dealer
View Description
DA Davidson is an 80 year old employee owned financial services firm with over 1300 employees and offices in over 90 locations. DA Davidson currently provides world class services to the banking industry, primarily through our wealth management, equity capital markets, fixed income capital markets and investment banking groups. The firm currently makes markets in Wisconsin publicly traded banks.

Data Financial, Inc.
1100 Glen Oaks Lane
Mequon WI, 53092
Jim Holtz
  • ATM/POS Networks
  • Cash Flow Management
View Description
Data Financial, Inc. is Wisconsin-based and has proudly served Wisconsin banks since 1983 as a provider of cash handling, check processing and automation solutions, as well as document handling systems for many operating areas in financial institutions. Data Financial, Inc. is the authorized provider of products from Glory Global Solutions (including the former Talaris product line) and a Certified Dealer for Diebold, Inc. The company offers the most respected products available in cash dispensing, recycling, ATN’s, and in-line automated teller processing. Data Financial, Inc. employs sales consultants and field service engineers throughout the State of Wisconsin. Best solution. Every time. No exceptions.

100 Summer Street
Boston MA, 02110
Hendon Pingeon
  • Loan Services
View Description
DebtX's core mission is to empower banks with an ability to actively manage their portfolios by rating, valuing, buying, and selling loans. DebtX is headquartered in Boston with offices located throughout the United States, Europe, and South America. DebtX is a pioneer and innovator in the commercial and residential loan sale industries. Upon inception in 2000, DebtX developed and deployed the first online loan sale platform. This groundbreaking platform enabled small and large banks to access buyers for stressed loans. DebtX helps banks sell all sorts of loans from very distressed to preforming loans in portfolios with concentration issues. Banks that have never sold loans before are learning that the market for loan sales is very strong and liquid. DebtX has worked with many Wisconsin banks to review and sell loans.

DirectNetworks, Inc.
1017 Applegate Road, Suite 100
Madison WI, 53713
Colin Mehlum
  • Communication Security Services/IT
View Description
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 evaluations and consultations.

Donnelly Penman & Partners
17160 Kercheval Avenue
Grosse Pointe MI, 48230
Andrew C. Christians
  • Investment Broker/Dealer
  • Finance Advisory Services
View Description
Donnelly Penman & Partners provides comprehensive corporate finance advisory services to both public and private companies, including merger and acquisition advisory, capital raising, and general financial advisory services such as fairness opinions and valuations. They are committed to precise execution, long-term relationships, and providing innovative solutions for their clients, which has led their team to successfully complete more than 315 transactions since inception. They are a FINRA licensed broker dealer and a member SIPC firm.

Eckberg, Lammers, Briggs, Wolff & Vierling, PLLP
1809 Northwestern Avenue
Stillwater MN, 55082
Nicholas J. Vivian
  • Legal Services
View Description
Eckberg, Lammers, Briggs, Wolff & Vierling, PLLP is a full service law firm located in the St. Croix River Valley in Western Wisconsin/Eastern Minnesota. We advise community and regional lenders in addressing troubled assets, collections, foreclosures, loan work outs and loan documentation.

Edelman & Co., Ltd.

333 W. Brown Deer Road
Milwaukee WI, 53217
Robert Edelman
  • Investment Banking Services
View Description
Edelman & Co., Ltd., a FINRA broker-dealer established in 1994, is an investment banking firm which advices banks on mergers and acquisitions. Principal Robert H. Edelman, former managing director of a major bracket securities firm, has advised Wisconsin banks on capital and strategic issues for 26 years. Edelman & Co. recently represented Premier Community Bank in its branch acquisition transaction with Baylake Bank. The firm's niche is delivering highest level investment banking skills in transactions of $5 to $100 million. The firm has a breadth of capital markets expertise and has also completed transactions in the insurance, food, retailing manufacturing, and communications industries.

Edge One, Inc.
161 Business Park Circle
Stoughton WI, 53589
Amanda Restivo
  • ATM/POS Networks
  • Communication Security Services/IT
View Description
Edge One is a family of companies devoted to simplifying business by integrating technology. We offer the most comprehensive assortment of products/services in the industry; ATM sales/services, teller cash recyclers, hardware maintenance, imaging solutions and more. We provide the best possible solutions, saving you time, money and simplifying your business life.

EO Johnson Business Technologies - Locknet Managed IT Services
3310 South Coulee Kinney Road
Onalaska WI, 54650
Peter Kujawa
  • Communication Security Services/IT
View Description
Over the last 30 years, Locknet® has become one of North America’s Top Managed Service Providers, serving hundreds of satisfied Midwest clients. Locknet — a division of EO Johnson Office Technologies — provides managed firewall, private cloud backup, and network management with dedication to sales, service and security excellence. We help clients reduce operating costs (Economize) and take full advantage of new technologies (Optimize). Employing highly certified Network and Security Engineers, Locknet® has solidified themselves as a premiere provider for security-focused businesses. Locknet® is an UCS/SSAE 16 Certified, FFIEC examined technology service provider with redundant data centers and a full-service support center.

Federal Reserve Bank of Minneapolis
90 Hennepin Avenue
Minneapolis MN, 55401
Simone Bates
  • Regulatory Compliance Services
View Description
The Minneapolis Fed, with one branch in Helena, Montana, serves the six states of the Ninth Federal Reserve District: Minnesota, Montana, North and South Dakota, 26 counties in northwestern Wisconsin and the Upper Peninsula of Michigan. The Minneapolis Fed supervises and regulates bank holding companies and state-chartered member banks in the Ninth District and provides financial services to depository institutions including banks, credit unions and savings and loans. The Minneapolis Fed also contributes to the formulation of monetary policy designed to promote economic growth, full employment, stable prices and a sustainable pattern of international trade and payments.

FIG Partners
20 N. Wacker, Suite 2035
Chicago IL, 60606
Robert Kotecki
  • Investment Banking Services
View Description
FIG Partners is a full service investment banking firm providing financial products and services to community banks nationwide. FIG’s focus is in five primary areas, namely (i) Investment Banking, (ii) Equity Capital Markets, (iii) Equity Research, (iv) Sales and Trading, and (v) Fixed Income. Since 2009, FIG has advised more capital offerings for community banks nationwide with assets below $1.0 Billion than any financial advisor, while in 2015, FIG ranked #3 nationwide in mergers and acquisitions for number of transactions according to SNL Securities.

605 Crescent Executive Court, Suite 600
Lake Mary FL, 32746
Cindy Doak
  • Computer Processing and Software Systems
View Description
Finastra is a leading provider of secure and reliable technology solutions to domestic and global financial institutions with a reputation for being a trusted partner that helps clients build deeper, more profitable relationships with their customers based on rich industry and market insight, and consumer knowledge. Today, approximately 7,000 banks, specialty lenders, community banks and credit unions rely on Finastra to deliver solutions across five broad service areas: Core Solutions, Channel Solutions, Lending Solutions, Payment Solutions and Optimization Solutions. Our integrated, compliant technology solutions enable clients to grow, compete, and optimize their operations, while our forward looking approach helps them stay ahead of the market and anticipate changing consumer needs.

4900 W. Brown Deer Road, BD2110
Milwaukee WI, 53223
Nancy Chesnut
  • Computer Processing and Software Systems
View 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.

Fiserv, Inc.
255 Fiserv Drive
Brookfield WI, 53045
Gregg Shnowske
  • Data Processing Services
View Description
Fiserv, Inc. (NASDAQ: FISV) is a leading global technology provider serving the financial services industry. Fiserv is driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. For six of the past eight years, Fiserv ranked No. 1 on the FinTech 100, an annual international listing of the top technology providers to the financial services industry.

Foley & Lardner
777 East Wisconsin Avenue
Milwaukee WI, 53202-5367
Edward Hammond
  • Legal Services
View Description
Foley & Lardner provides a full range of legal services to participants in the financial services industry, from small community banks to international banking organizations.

Fredrikson & Byron, P.A.
200 South Sixth Street
Minneapolis MN, 55402
Karla Reyerson
  • Legal Services
View Description
At Fredrikson & Byron, P.A. we’ve built a reputation as the law firm “where law and business meet” by bringing business acumen and entrepreneurial thinking to our work with clients, and by operating as business advisors and strategic partners, as well as legal counselors. We offer a wide variety of legal services to organizations in Wisconsin, including financial institutions. Our Bank & Finance Group is well positioned to help clients evaluate and respond to the challenges and opportunities in regulatory and enforcement matters, mergers and acquisitions, finance, corporate governance, securities, tax, estate planning, real estate, employment law, compensation and benefits, and litigation.

FTN Financial Group
845 Crossover Lane, Suite 150
Memphis TN, 38117
Sally Pace
  • Investment Broker/Dealer
View Description
FTN Financial is an industry leader in fixed income sales, trading and strategies for institutional clients. FTN Financial does business with nearly one-third of all U.S. depository institutions as clients as well as money managers, insurance companies and municipalities worldwide. They also offer Balance Sheet Management and Correspondent Services.

Generations Title Company, LLC
6400 Gisholt Dr. #200
Madison WI, 53713
Stephanie Brassington
  • Insurance Services
View Description
Generations Title Company, LLC provides the highest quality commercial and residential title and settlement services throughout Wisconsin. Our title and closing professionals are some of the most experienced, knowledgeable and innovative title professionals in the area, providing lenders, realtors, attorneys, developers and builders with exceptional services, so the transaction, no matter its complexity, will be handled with the utmost skill and efficiency. We know your real estate transaction depends upon a team effort, so we share our extensive knowledge and relationships built through years of experience in the industry, to assist you in successfully insuring and closing each of your transactions. We look forward to the opportunity to serve you.

Golden Rule Coins

Geneva IL, 60134
Ron Beckstrom
  • Rare Coin Dealer
View Description
We help banks to build goodwill with customers and prospects by conducting free appraisal events at community banks, either as a standalone event or in connection with another bank activity. People can bring in their old coins, currency and gold jewelry for appraisal. They may also sell items for a fair price if they like. Events are free to your bank and to all who come.

Great Lakes Capital Fund
Two East Mifflin Street, Suite 101
Madison WI, 53703
Chris Laurent
517-482-8555 x1411
  • Investment Banking Services
View Description
Great Lakes Capital Fund (GLCF) offers investment opportunities 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 CRA rating. 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.

Haberfeld Associates
206 S. 13th Street, Ste. 1500
Lincoln NE, 68508
Brett Walburn
  • Consulting Services
View Description
For 35 years, Haberfeld Associates has helped community banks fill their branches with profitable consumer and business customers. Its clients attract twice as many new customers per year compared to average community banks, with long-term, positive effects on all major areas of bank profitability. Over the last decade, Haberfeld Associates has brought its clients 7.5 million new core customers using a comprehensive strategy that encompasses product development, policy consulting, sales methodology, training, marketing, benchmarking, and reporting.

Hansen & Young Inc.
1264 5th Avenue
Prairie Farm WI, 54762
Bryce Hansen
  • Appraisals
  • Asset Liquidation
View Description
Hansen & Young is an auction company featuring online only and live auctions liquidating assets such as real estate, business liquidations, equipment items and much more! As members of the Wisconsin and Minnesota Auctioneers Associations as well as the National Auctioneers Association, and holding membership with local realtor associations as well as the Wisconsin, Minnesota and National Realtors Associations, following an elite code of ethics in business practice. Working with MarkNet Alliance, Hansen & Young provides cutting edge technologies with enhanced online bidding capabilities and a thorough marketing campaign to get top dollar for our assets.

Hansen Auction Group, LLC
353 6 ½ Street
Prairie Farm WI, 54762
Bryce Hansen
  • Marketing
View Description
Hansen Auction Group is a marketing company specializing in the sale of assets by auction. We are a full-service company with several certified personal property appraisers that also calculate assets for clients. With several offices across the state of WI and one in MN we have every region covered! Additionally, our company assists in the recovery of assets, from one piece to a complete business. We handle any and all types of auctions, including real estate and personal property. Our team focuses on getting assets sold (generally by auction) for top dollar and within a time-frame that works for our sellers. Hansen Auction Group is licensed in several other states and can service the needs of lenders wherever their assets are located.

Hayes Companies, Inc.
1200 N Mayfair Road
1200 N Mayfair Road WI, 53226
Dan Robinson
  • Benefits Planning
  • Consulting Services
  • Insurance Services
View Description
Hays Companies provides commercial and employee benefit insurance consulting and brokerage services to over 450 companies in Wisconsin. Our Wisconsin operations opened in 1999 and we have been awarded "Best Workplace" in Southeastern Wisconsin for eight consecutive years.

Heber Fuger Wendin, Investment Advisors
36700 Woodward Avenue, Suite 201
Bloomfield Hills MI, 48304
David Barnes
  • Investment Banking Services
  • Accounting/Auditing
View Description
Optimize the return of your bank's investment portfolio (while still managing risk and staying compliant) with one of the oldest, most well-established investment advisory firms in America. Heber is an independent, fee-only firm (not commissions) and a fiduciary who acts in the best interests of their clients. Established in 1934, Heber also provides community banks with bond portfolio accounting, mortgage servicing rights valuations and independent validations of ALM/IRR models.

Hovde Group, LLC
120 W. Madison Street, Suite 1200
Chicago IL, 60602
Kirk S. Hovde
  • Investment Banking Services
  • Investment Broker/Dealer
View Description
Hovde Group is a leading U.S. financial advisory group that provides a full-service suite of investment banking, capital markets, and financial advisory services focused exclusively on the banking and thrift industry. As a leading specialist in the banking sector for nearly 30 years, Hovde Group consistently ranks among the top firms in mergers and acquisitions and capital markets transactions for U.S. based bank and thrift institutions. Our experienced professionals provide clients across all 50 states with the expertise, resources and focus necessary to structure, negotiate and successfully close strategic transactions.

Impact Seven, Inc.
147 Lake Almena Drive
Almena WI, 54805
Robert Mayer
  • Community Development
  • Consulting Services
  • Economic Development
  • Investment Banking Services
  • Lending Services
View Description
Impact Seven (I-7) is a Community Development Corporation founded in 1970 and a Certified Development Financial Institution (CDFI). I-7 has numerous financial products-loan pools, equity and resources to assist communities, businesses and financial institutions to positively impact the financial well being of their residents and businesses. I-7 was the only Wisconsin allocatee in the first round of New Market Tax Credits (NMTC) and active in NMTCs ever since. I-7 is also the managing agent of Greater Wisconsin Development Corporation – an SBA 504 lender doing business throughout the state of Wisconsin. I-7 offers equity loans and participations ranging from microloans to large investments.

Inlanta Mortgage
611 North Banker Road, Suite 200
Brookfield WI, 53045
Nicholas DelTorto
  • Mortgage Lending
View Description
Inlanta Mortgage offers a robust third party origination platform to banks in Wisconsin. The program allows banks to increase their fee income, lower origination cost and reduce compliance risk with mortgage transactions. It can also expand their mortgage product offerings to include government loans (FHA, VA, & USDA).

Integrity Appraisal
1428 Midway Road
Menasha WI, 54952
Trendon Albers
  • Lending
View Description
Integrity Appraisal is a loan service provider based in Appleton that focuses on Real Estate evaluations throughout the Midwest.

Integrity Loan Review, LLC
2905 Durham Rd.
Green Bay WI, 54311
  • Business Outsourcing
  • Consulting Services
  • Lending Services
  • Loan Grading
View Description
Integrity Loan Review, LLC brings over 10 years of dedicated loan review, loan portfolio due diligence, credit policy, and credit administration consulting to supported by almost 30 years of commercial lending experience to provide insights and recommendations to assist banks with their loan portfolio management. Integrity was created in October 2018 based on Kevin's desired to remain committed to the community based financial institution industry. Their focus is working with banks to help them identify and quantify risk related items in the loan portfolio. Risk ratings are a critical part of their service, however, they are much more than that, as their years of experience and current interactions with customers and regulators can provide you best practices and emerging trends.

IntraFi Network
1300 17th St N Ste 1800
Arlingon VA, 22209
Steve Davis
866-766-6426 ext. 3478
  • Bank Service Provider
  • Government Agencies/Lending Service
View Description
Promontory Interfinancial Network is now IntraFi Network. Having built the largest bank network of its kind, we’re a trusted ally to community banks that never competes with banks for their customers and that helps them to attract and maintain valuable customer relationships, grow reciprocal deposits, manage liquidity and generate fee income, diversify funding, and reduce collateralization. Work with the market leader to grow profitability and increase franchise value. IntraFi Network’s innovative balance-sheet management solution — known as IntraFi Network Deposits (formerly CDARS®, ICS®, and IND® deposit solutions) — empowers institutions to increase profitability, grow franchise value, manage liquidity more easily, and serve customers better. To learn more, visit Use of the IntraFi Network Deposits service is subject to the terms, conditions, and disclosures set forth in the applicable program agreements, including the applicable Participating Institution Agreement and Deposit Placement Agreement. Limits apply, and customer eligibility criteria may apply. If a depositor is subject to restrictions with respect to the placement of funds in depository institutions, it is the depositor’s responsibility to determine whether the placement of its funds through IntraFi Network services satisfies those restrictions. Program withdrawals may be limited to six per month when using certain IntraFi Network services. IntraFi Network, IntraFi, and Network Deposits are service marks, and CDARS, ICS, and IND are registered service marks, of IntraFi Network LLC. Steve Davis (866) 766-6426, ext. 3478 Ken Pinckney (866) 776-6426, ext. 3421

Iron Comps by Tractor Zoom
320 Indian Ridge Drive
Waukee IA, 50263
Tyler Lowy
  • Data Processing Services
  • Other: Ag Technology
View Description
Iron Comps uses auction results for a more transparent and accurate way to value equipment; make better decisions, reduce risk and increase profitability. How do we get such great data? Tractor Zoom is a farmer first company set out to make it easier than ever to find farm equipment at auction while giving auctioneers another lead source. and its mobile apps supply the data for Iron Comps.

Ironcore Inc.
548 Lester Ave.
Onalaska WI, 54650
Bill Bauman
  • Communication Security Services/IT
  • Information Technology Services
  • Recovery Services
View Description
Ironcore was created when it became apparent that the increasing complexity of technology, coupled with escalating regulatory pressure in the banking industry, was becoming more than many community banks could handle on their own. The solution? Hosted technology services provided by a bank focused technology services company, that really understands the financial industry. Ironcore provides many hosted IT services ranging from full Windows and core server hosting, to hosted DLP services and include 12 Hour Disaster Recovery Services, complete network management services, helpdesk services, and hosted email services. Ironcore’s SOC audited and FFIEC examined data center facility is located in Onalaska, WI with a redundant contingency location in Phoenix, AZ. All Ironcore services are hosted, serviced and supported directly by Ironcore employees. Contact us to see why over 150 clients in 23 states trust Ironcore with their critical hosted solutions.

Artisan Advisors, LLC
5797 Dawley Drive
Fitchburg WI, 53711
John Hecht
  • Consulting Services
View Description
Artisan Advisors, LLC specializes in a range of strategic, organizational, and risk management services for community banks, including strategic planning, capital planning, profitability analysis and enhancement, liability and credit risk management, compliance consulting, loan review, due diligence, organizational efficiency analysis and executive management support. Led by founders and managing partners Jim Adkins and Jeff Voss, Artisan’s team of former bank CEOs, CFOs and compliance officers works closely with community banks to navigate their way to success in an increasingly complex operating and regulatory environment.

Jack Henry & Associates
663 West Highway 60
Monett MO, 65708
Dennis Jones
  • Computer Processing and Software Solutions
View Description
Jack Henry & Associates (Nasdaq: JKHY) is a leading provider of integrated technology solutions for financial institutions. Jack Henry Banking™ supports banks ranging from de novo to mid-tier institutions with enterprise-wide automation. Its industry-leading solutions incorporate robust core processing platforms, in-house or outsourced implementation and 100+ complementary solutions. ProfitStars® provides highly specialized solutions that enable financial institutions of every asset size and charter to mitigate and control risks, optimize revenue and growth opportunities, and contain costs. Jack Henry & Associates’ solutions are supporting 8,800+ clients and are hallmarked by premier personal service, contemporary technology and integrity-based business relationships.

4516 Seton Center Pkwy, Suite 300
Austin TX, 78759
Michelle Jacobi
  • Financial Product Assistance
View Description
Based in Austin, Texas with 350 employees, Kasasa® is a financial technology and marketing technology company committed to driving results for community financial institutions by attracting, engaging, and retaining consumers. Kasasa does this through branded retail products, world-class marketing, and expert consulting. For more information, please visit

Keefe, Bruyette & Woods, A Stifel Company
70 West Madison Street
Chicago IL, 60602
Al Laufenberg
  • Investment Banking Services
View Description
KBW is a full-service, boutique investment bank and broker-dealer that specializes in the financial sector. We operate in North America and Europe, providing institutional and private investors and financial services companies with research, equity sales and trading, capital raising, and strategic advisory services. We have built our reputation for excellence in financial services on the basis of our research platform, our senior professionals, track record of market innovation, and the strength of our execution capabilities.

Keller, Inc.
N216 State Road 55 P.O. Box 620
Kaukauna WI, 54130
Katie Mangin
  • Architects/Bank Remodel
  • General Contractor
View Description
Keller, Inc. is a design/build general contractor headquartered in Kaukauna, WI with additional offices in Germantown, Sun Prairie and Wausau. As a 100% employee-owned company, Keller, Inc.'s employee-owners pride themselves on designing and building every project as if it were their very own. With an on-staff team of architects, interior designers and project managers, we are a single point of contact for our customers to keep everything on track, on time and within budget.

KeyState Corporate Management
101 Convention Center Drive, Suite 850
Las Vegas NV, 89109
Joshua Miller
  • Investment Subsidiary Services
View Description
KeyState has been serving community banks for the past 20 years, and with our recent acquisition of M&I Portfolio Services from BMO Financial Group and their team of seasoned AL consultants, we have expanded our service offerings to include Asset & Liability Consulting, Nevada Investment Subsidiary Services, Captive Management, Municipal Credit Reviews, and Bank Portfolio Advisory Services (thru our affiliate, KeyState Advisory, LLC, a registered investment advisory firm).

Lasco Development Corporation
205 North Lakeshore Boulevard, Suite 1A
Marquette MI, 49855
Dennis VanLandschoot
  • Business Continuity Planning
  • Communication Security Services/IT
  • Computer Processing and Software Systems
  • Consulting Services
  • Data Processing Services
  • Document Management Solutions
  • Regulatory Compliance Services
View Description
Lasco is a network/data processing center offering back room balancing, Metavante products and solutions, image processing services, network maintenance, communication services, I.T. consulting, penetration testing, vulnerability assessments, disaster recovery services and compliance consulting. Lasco’s client base comprises over 15 community banks in the Upper Peninsula of Michigan with growth into Wisconsin. Lasco also provides IT services to an additional 40 non-financial clients.

Leap Strategic Marketing, LLC
N16 W23250 Stone Ridge Dr.
Waukesha WI, 53188
John Verre
  • Advertising
  • Business Outsourcing
  • Consulting Services
  • Marketing
  • Public Relations
  • Website Development
View Description
Leap Strategic Marketing is a client/need focused marketing and communications agency providing advertising, branding, public relations, interactive and more to our clients. Our talent and thinking are free to move where the need is the greatest, resulting in high impact and effective results for our customers. Our business model permits us to choose resources from an unlimited number of experts in every business field and agency discipline, allowing us to create outstanding work and savings to our clients, With years of experience in bank marketing, Leap Strategic Marketing is poised to help the community banking industry.

Lenderful Solutions
824 Resort Pike #1
Petoskey MI, 49770
Michael Goyne
  • Software solutions
  • Loan Platform
View Description
Lenderful Solutions is an innovative technology company that provides software as a service solution to the Financial Services industry. We partner with lenders and real estate professionals to create next-generation digital capabilities. Our core mortgage, home equity, and unsecured personal loan platforms offer a best-in-class borrower experience. These white-labeled online tools are optimized for desktop and mobile applications and built to complement your existing service model. Much more than on-line applications, our process allows your customers to learn, shop, select, and apply on their own schedule.

Lerdahl Business Interiors
7182 US HWY 14
Middleton WI, 53562
Laurie Richards
  • Commercial furniture and design work
View Description
Lerdahl Business Interiors has been in business since 1984. During this time, we have seen design trends and styles evolve. Our Interior Design team enthusiastically guarantees that we stay up-to-date with the current design and construction trends that our clients want t and need. We are proud of being a family owned business and take pride in treating our staff as part of our family. We also believe the relationships we've established with our clients over the years have been the backbone of our business. Rather than focusing on a one-time sale, we value the long-term relationships we foster with our clients. Lerdahl is also very proud to be a part of this community and giving back is a very important part of our business philosophy.

Lift Consulting
434 S. Yellowstone Drive
Madison WI, 53719
Laura Mael
  • Consulting
View Description
Lift Consulting is a Wisconsin-based boutique training and consulting agency serving the marketplace for over the last 7 years. Working with closely held medium-sized businesses who are concerned with: - do they have the tight organizational structure? - are they optimizing their workforce? - are they built to last? Lift Consulting uses a four-step process with clients for every interaction. They believe prescription without diagnosis is malpractice. They get to know their clients first on a project basis to ensure they understand a customer’s needs and can make an impact. Core services include workshops, training, and reinforcement-based personal development.

Lins Business Consulting LLC
E11575 County Road Z
Prairie du Sac WI, 53578
Debra Lins
  • Consulting Services
View Description
I understand that CEOs have great responsibilities and can help successful leaders advance and sustain expected results. My diversified banking background allows a bank CEO to enhance their management needs with a consultant that has the same perspective as themselves. If a CEO is open to a credible, experienced and pragmatic advisor, and they are comfortable with an outsider's perspective, I can help them seize the day and fast track key projects and objectives.

Luse, Gorman Pomerenk & Schick, P.C.
5335 Wisconsin Ave., Suite 780
Washington, D.C., 20015
Kip A. Weissman, Esq.
  • Legal Services
View Description
Luse Gorman is a "boutique" law firm (21 Lawyers) which focuses its practice exclusively on representing community banks and thrifts on regulatory, securities and benefits matters. According to SNL Securities, during the last two years, the firm acted as counsel on more financial institution mergers and acquisitions transactions than any other law firm. In addition, according to SNL Securities, the firm acted as counsel on more mutual to stock conversions and mutual holding company formations than any other law firm during each of the last 15 years.

Marco, Inc.
101 North Farwell Street
Eau Claire WI, 54703
Kevin Schmidt
  • Communication Security Services/IT
View Description
Marco is a 100% employee owned company that helps organizations manage their information by applying network expertise to voice, data, video, and print solutions. Marco specializes in managed/hosted services, business IT services, carrier services, copiers/printers, phone systems, document management and audio/video systems.

Meirtran Inc.
3549 Merchandise Dr.
Rockford IL, 61109
David Hayenga
  • ATM/POS Networks
View Description
Meirtran is an independent sales organization providing ATM sales, service, maintenance, and many other options to those in need of ATM business. Meirtran processes over 1,800 ATM machines and owns over 700 of our own ATMs with a monthly processing of over 500,000 transactions. We process ATMs for many banks including BMO Harris Bank, Midland States Bank, and Illinois Bank and Trust along with processing for bar owners, gas stations, schools, office buildings, and laundromats, etc. Currently in Wisconsin, we process ATMs for Wisconsin Bank & Trust and First National Bank and Trust, along with placement of several festivals including Jazz on the Vine in Elkhart Lake and Cheese Days in Monroe.

Merchants Bank
102 East Third Street
Winona MN, 55987
Keith Kluzak
  • Correspondent Services
  • Investment Banking Services
View Description
Merchants Bank is a local investor for secondary market mortgages. We have a strict non-solicitation policy and are an investor who understands your market area. All underwriting and loan servicing are performed in our home location in Winona, Minn.

Michael, Best & Friedrich, LLP
100 East Wisconsin Avenue
Milwaukee WI, 53202
Joseph Brydges
  • Legal Services
View Description
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. The firm provides 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.

Midwest Title Group LLC
151 S. Second Street
Medford WI, 54451
Mike Brandner
  • Title Company
View Description
Midwest Title Group is a full-service title company, offering title insurance and real estate closings. They have 23 offices throughout the state. All of their offices are individually and locally managed and staffed with knowledgeable, experienced people. They pride themselves on catering to the needs of customers in each unique market, from rural communities to large cities. When you choose Midwest Title Group, you get a team of people specialized in all aspects of the title industry, focused on the most important goal: customer satisfaction!

Milwaukee Economic Development Corporation
809 North Broadway, Second Floor
Milwaukee WI, 53202
Patrick G. Walsh
  • Economic Development
  • Lending Services
View Description
Offering financial assistance for projects that benefit metropolitan Milwaukee by creating jobs and facilitating new investment.

MRA - The Management Association
N19 W24400 Riverwood Drive
Waukesha WI, 53188
Sue Stark
  • HR Services
  • Talent Management
  • Learning & Organization Development
View Description
Founded in 1901, MRA is a nonprofit employer association that serves more than 4,000 employers, covering more than one million employees worldwide. As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering comprehensive HR services, talent management, learning and organization development opportunities, and total rewards planning to help businesses build a successful workplace and powerful workforce.

Navilogic, Inc.
287 6th Street East, Suite 500
St. Paul MN, 55101
Kristi Jordan
  • Communication Security Services
  • Computer Processing Software Systems
  • Consulting Services
View Description
We use real-world experience to evaluate and create customized solutions that empower you to efficiently manage risk, ensure compliance, and operate more effectively. NaviLogic identifies what's essential to an organization's cybersecurity needs - and demanded by its internal workings. This entails mission-critical objectives such as compliance while encompassing operational necessities like reporting program outcomes. With a complete understanding of the various scenarios in hand, NaviLogic identifies the components required and deploys them at scale to match the situation.

NuSource Financial
9749 Hamilton Road
Eden Prairie MN, 55344
Hilary Lincoln
  • ATM/POS Networks
View Description
NuSource Financial is one of the fastest growing Transaction Solutions companies in the U.S., supplying ATM Products, Branch Transformation Services, and Security & Alarm Solutions. Impactful strategies that enhance the customer experience, while lowering costs, has fueled our growth into 19 states with over 600 Financial Institutions. Through a combination of quality products, outstanding customer service and a commitment to excellence, over 99% of NuSource Financial’s clients renew their business each year.

Oak Ridge Financial Services Group, Inc.
701 Xenia Avenue South, Suite 100
Golden Valley MN, 55416
David Stieber
  • Investment Banking Services
  • Investment Broker/Dealer
View Description
The Financial Institutions Group (FIG) of Oak Ridge Financial is a full service investment banking firm with a specialized community banking practice. The investment banking practice specializes in providing capital raising and merger & acquisition advisory services to community banks with less than $1Billion in assets in the upper Midwest. Oak Ridge has been very active in Wisconsin in recent years announcing or completing numerous M&A, Valuation and Capital assignments for Wisconsin based community banks. Oak Ridge is based out of the Twin Cities with a satellite office in Rockford, IL. Oak Ridge also has 45 private client professionals

Office Depot

Isaac Mares
  • Office Supplies
View Description
Office Depot, founded in 1986, is the world’s leading seller of office supplies and an industry leader in every distribution channel – from retail stores and contract delivery to catalogs and e-commerce. As an Office Depot customer, you will have access to Office Depot’s exclusive Business Services Division website, strategic brand name partnerships, multi-billion dollar buying power, and ease in economizing your operations. Enjoy customer service that is unmatched in the industry.

Olsen Palmer LLC
2020 K ST NW, Suite 450
Washington D.C., 20006
Renee Tran
  • Investment Banking Services
  • Investment Broker/Dealer
View Description
Olsen Palmer LLC is a nationally-recognized independent investment banking firm that exclusively advises financial institutions across the spectrum of Mergers & Acquisitions. By design, we combine the M&A expertise of a traditional investment banking firm with the agility, creativity, responsiveness, and independence of a boutique firm. Specializing in sell-side M&A advisory, buy-side M&A advisory, valuations, fairness opinions, branch acquisitions and divestitures, and Board-level assessments of strategic options.

PACE Wisconsin
431 Charmany Drive
Madison WI, 53719
Kimberly Johnston
  • Wisconsin Statewide C-PACE Program
  • Lending Services
View Description
PACE Wisconsin is an efficient statewide solution to deliver benefits of Commercial Property Assessed Clean Energy (C-PACE) financing in Wisconsin in a cost-effective manner. The program offers and open-market solution for building owners and promotes economic development in Wisconsin communities. PACE Wisconsin operates on open market C-PACE program where property owners have the flexibility to select their own C-PACE lender for a PACE project on an eligible property. The open market model gives property owners access to a range of private lenders who offer competitive rates and financing terms and conditions. Banks which participate in PACE Wisconsin are able to offer an attractive new lending product to assist new and existing customers to fund needed commercial and industrial property building improvements.

1676 N. California Blvd.
Walnut Creek CA, 94596
Earl Charneske, SVP
888-399-1930 x 725
  • Correspondent Services
  • Lending Services
  • Regulatory Compliance Services
  • Risk Management
View Description
Founded by bankers in 1997, PCBB was created to help community banks build stronger institutions. Today, our companies provide a comprehensive set of products and services covering multiple areas important to community banks, including: correspondent banking, lending, hedging, international, performance, regulatory and risk management and a variety of consulting services and more effectively manage risk.

Piper Jaffray
800 Nicollet Mall, J12SF1
Minneapolis MN, 55402-7020
Jeff Moen
  • Investment Broker/Dealer
View Description
Piper Jaffray is a full service investment bank and asset management firm founded in 1895 and headquartered in Minneapolis. We help financial institutions navigate market uncertainty by offering an experienced team of professionals and invaluable resources focused on the specific needs of the bank marketplace. We provide detailed balance sheet analysis strategy, recommendation and prospective market opinions aimed at enhancing our clients’ investment yields and increasing return-on-equity over the long term.

1827 Walden Office Square, Suite 350
Schaumburg IL, 60173
Dave Schwieder
  • Budgeting
  • Forecasting
  • Risk Management
View Description
Plansmith/Bankersgps. Over 1,500 community banks use our software solutions to simplify their budgeting, forecasting and risk management. Our tools can help you more easily create rolling forecasts, evaluate risks and benchmark performance to peers. Instantly evaluate the impact of changing conditions on earnings and determine your bank's liquidity, interest rate, loan quality and capital risks under multiple stress tested scenarios.

3600 Minnesota Drive
Edina MN, 55435
Kristi Jordan
  • Communication Security Services/IT
  • Computer Processing and Software Systems
View Description
Presidio serves our clients as a trusted technology advisor by offering complete IT Strategy, Solutions and Support. There’s no geek speak here — just friendly, reliable, committed technology experts who listen to our clients and create solutions in their best interest.

110 Hewett Street
Neillsville WI, 54456
Jill Mach
  • ATM/POS Networks
View Description
PULSE, a Discover Financial Services (NYSE: DFS) company, is a leading debit/ATM network, serving more than 6,300 financial institutions across the United States. This includes 4,300 issuers with which PULSE has direct relationships and more than 2,000 additional issuers through agreements PULSE has with other debit networks. PULSE links cardholders with ATMs and POS terminals at retail locations nationwide. Through its global ATM network, PULSE provides worldwide cash access for Diners Club and Discover cardholders through more than 800,000 ATM locations. The company also is a source of electronic payments research and is committed to providing its participants with education on emerging products, services and trends in the payments industry.

1350 Church Street Ext NW, Suite 200
Marietta GA, 30060
Melissa Wallace
View Description
QwickRate®provides the premier non-brokered CD Marketplace for funding and investing with fast connections to more than3,000 institutions to proactively manage liquidity needs. QwickRate offers other affordable tools and services to help simplify and make work easier for bankers.The IntelliCredit™portal identifies emerging portfolio-and loan-level credit risk and provides technology-enabled loan reviews.QwickAnalytics®provides time-saving bank research, performance analysis and regulatory tools including CECLSolver™ and Credit Stress Test.

Raymond James
880 Carillon Parkway
St. Petersburg FL, 33716
Tyson Bullard
  • Investment Broker/Dealer
  • Asset Liability Management
View Description
With more than 40 years of proven performance, Raymond James (NYSE: RJF) is well-respected for our full-service fixed-income expertise, conservative management, and financial strength. We offer the strength and resources clients require and deliver skillful guidance, unparalleled service, superior products, innovative strategies and in-depth research. We offer solutions that make sense for your company's needs as well as a wide range of services to complement our efforts, including market strategies, diverse product offerings, and reporting. Simply think of us as your go-to guide as you navigate the fixed income capital markets.

Remedy Consulting
14140 W Gatewood Court
New Berlin WI, 53151
Charlie Kelly
  • Communication Security Services/IT
  • Computer Processing and Software Systems
  • Data Processing Services
View Description
Remedy advises banks and credit unions in vendor contract negotiations, core systems selections, technology assessments, mergers and acquisitions, and strategic planning. We pride ourselves in helping clients decide on technology options that fit their needs and helping them get a market-based price for those solutions.

RMM Solutions
210 McClellan Street
Wausau WI, 54403
Jackie Edwards
  • Communication Security Services/IT
View Description
We work with our clients to design, implement and securely manage technology. RMM Solutions partners with the best technology companies in the industry to provide unparalleled infrastructure, virtualization, collaboration, physical security, storage, service and specific technology needs including technology disaster recovery, video conferencing and networking. Our unique consultative approach is rare in an industry that tends to push product before fully understanding the complex needs and goals of the client. We go to great lengths to assess current IT environments, recommend both hardware and software solutions married perfectly to a business aspirations, and then provide dependable and intelligent support to ensure that technology continues to serve its intended purpose, moving business forward towards the future. 70+ Professional staff | 95% Positive Ticket Response | 24/7 Live Support | 16+ Years' in Business

Ruder Ware, L.L.S.C.
500 North First Street, Suite 8000
Wausau WI, 54402-8050
Lisa O. O'Flyng
  • Legal Services
View Description
Ruder Ware’s banking and financial institutions practice area provides legal counsel to financial institutions as lenders and to clients as borrowers. Specifically, our attorneys represent commercial lenders and borrowers in single- and multi-lender credit facilities involving traditional bank credit arrangements, letters of credit, leveraged acquisitions and recapitalization financings. Our attorneys prepare and negotiate a variety of agreements necessary for properly documenting commercial loan transactions, including credit agreements, intercreditor agreements, subordination agreements, participation agreements, promissory notes, security agreements, mortgages and other collateral documents. Our lawyers also have substantial experience representing state and national banks, bank holding companies and other financial institutions in connection with organization, acquisition and divestiture transactions, ownership and corporate governance issues and regulatory matters.

Sales Math Consulting LLC
N5711 Pleasant Ridge Lane
Durand WI, 54736
Matt Middendorp
  • Sales and Service Culture Implementation
View Description
Sales Math is a unique sales coaching practice driven to help banks and bankers across the country learn a better system to grow and earn results. Their core philosophies of "Learn Together, Do Together, Grow Together" are brought to life through in-person coaching, online as part of the Cool Bankers Academy, speaking engagements, and by their leadership of the Cool Bankers Club LinkedIn group. Sales Math's clients are making their goals faster and easier based on the confidence and skill gained from learning a sales playbook designed to ensure they aren't "just another banker" in the communities they serve.

Sandler O’Neill & Partners, L.P.
1251 Avenue of the Americas
New York NY, 10020
James Colbert
  • Investment Banking Services
View Description
Sandler O’Neill & Partners, L.P. is a full-service investment banking firm and broker-dealer focused on the financial services sector. The firm provides the full suite of investment banking services, including merger and acquisition advisory, capital markets, fixed income and equity trading and sales, equity research, balance sheet management, mortgage finance, and consulting services. Sandler O’Neil is a partnership and different by design. Since the firm’s founding in 1988, it has sought to provide banks, thrifts and other financial services companies with an alternative to large Wall Street banking firms. The firm’s focus has always been on enhancing clients’ franchise value.

SB Value Partners, L.P.
16414 San Pedro Avenue, Suite 240
San Antonio TX, 78232
William Barnes
  • Other (Investment Advisory)
View Description
SB Value Partners, L.P. (SBV) is an independent Registered Investment Advisor (RIA) founded in 1999. SBV’s mission is to help community banks increase ROA and ROE by providing disruptive, transformative tools to our partners. SBV provides: Proprietary bond transparency programs, Non-correlated Bank Investment Strategies, Trust Acquisition and Private labeling.

SCS Engineers
2830 Dairy Drive
Madison WI, 53718
Sarah Hoke
  • Consulting Services
View Description
Tired of environmental challenges slowing down your commercial lending? Today's real estate transactions must take environmental issues into consideration, but they don't have to slow you down. Speed up your lending with environmental engineering and consulting from SCS Engineers. With SCS Engineers, you'll resolve environmental challenges faster, whether you're lending to a professional real estate developer, manufacturer, or agricultural leader. SCS will help you and your borrowers understand and meet environmental due diligence and compliance requirements fast so you can keep the lending process on track. SCS Helps lenders and borrowers overcome a wide variety of environmental challenges in the air, on the land/underground, and in the water that arises during site expansion and property redevelopment.

Smiley Technologies, Inc.
11500 Fairview Road
Little Rock AR, 72212
Elizabeth Glasbrenner
  • Data Processing
View Description
Smiley Technologies, Inc. provides a unique and total data processing software and services solution for community banks and financial institutions. STI is a group of entrepreneurial, service-centric software developers and support staff, with business practices and traditions that recall those who ushered in the first big wave of bank technology innovation over a half century ago. STI wants to be more than just a bank's data processor; STI wants to be part of the bank's team. The Company is built on the idea that banking and innovation can - and should - work together seamlessly.

Spry Brands
3019 Enterprise Drive
Anderson IN, 46013
Trent Dahlstrom
  • Marketing
  • Office Supplies
View Description
Spry helps you market and manage your brand with absolute efficiency. We're a brand optimization partner for our clients. We believe in the wisdom of disciplined budget management, smart solutions that win team compliance, and thoroughly efficient brand management.

State of Wisconsin Investment Board (SWIB)
121 East Wilson Street
Madison WI, 53703
Chris Prestigiacomo
  • Other: Investment Manager
View Description
We manage the retirement assets of the WRS participants. The two portfolios I manage invest in a wide variety of business (debt and venture capital). In many instances, we work with the Wisconsin Banks (regional and community banks) to provide financing for their customers that they may not find locally. We have been good partners working with our bank relationships. In addition, we have invested in banks providing tier 2 capital and/or surplus notes. Again, we are a good resource for the local banking community.

787 7th Avenue
New York NY, 10019
Michael Larkin
  • Investment Broker/Dealer
  • Other (Loan Sales
  • Asset Liability Management
  • Bond Accounting)
View Description
Stifel is working with banks in Wisconsin and across the United States to provide industry-focused investment and balance sheet services. In addition to offering access to fixed income markets, Stifel's suite of services includes portfolio analysis and reporting, asset liability management, bond accounting and product-specific strategy.

8400 Highland Drive
Wausau WI, 54401
Matthew Hildebrandt
  • Computer Processing and Software Systems
View Description
StrataDefense was founded in 1995 as Sound Solutions, Inc., catering to the general needs of small businesses. But as we grew during the early 2000's, the need for a specialist managed service provider for financial institutions became clear. As we evolved, we developed a customizable architecture that focuses on the twin needs of financial institutions: unparalleled security and regulatory compliance. In 2016, we changed our name to StrataDefense, to more accurately describe what we do: provide layered network security solutions. Our technical experts at StrataDefense keep your company's information security systems secure, and we are constantly developing proactive measures to avoid potential problems before hackers and examiners exploit them. We relieve the burden of IT security from our institutions, so you can focus on growing your business.

Strategic Resource Management
12610 Ault Road
Pickerington OH, 43147
Uma Zielinski
  • Consulting Services
View Description
SRM (Strategic Resource Management) has helped more than 1,050 financial institutions add $3.6 billion of value to their bottom line in critical areas such as payments, digital transformation, core processing, artificial intelligence, and operational efficiency. SRM's decades of experience have lowered costs, enhanced revenues, increased productivity, and provided a competitive edge for clients in an environment of constant and accelerating change. Visit for more information and follow the company @SRMCorp.

Stroud, Willink & Howard, LLC
25 West Main Street, Suite 300
Madison WI, 53703
Norman D. Farnam
  • Legal Services
View Description
Founded in 1982, the Stroud law firm is a general business law firm with extensive experience representing lenders in a variety of financial transactions from loan origination to workouts of problem loans and repossession of collateral. We assist our lender clients in negotiating and preparing loan documents, letters of credit, and other financing arrangements, reviewing appropriate due diligence materials, and negotiating asset-based and other souces of lender security. With respect to problem loans, we help develop and execute appropriate workout strategies, including foreclosures, deed-in-lieu transactions, forbearance agreements, and representation in bankruptcies. We also assist with liquidation of owned real estate.

TCI Business Capital
7600 Parklawn Ave, Site 250
Edina MN, 55435
Michael Holland
View Description
Since 1994, TCI Business Capital has provided best-in-class accounts receivable financing solutions to thousands of small to midsize companies across the United States. Out Customers work on the front lines of America’s growth sectors. These companies choose us because they need working capital, but are not able to obtain sufficient financing from their bank. Our easy-to-setup funding lines solve this problem by allowing our customers to access the capital that is tied up in their accounts receivables. What’s more important, with our simple and straightforward underwriting guidelines, most customers receive written quotes in as little as 15 minutes. In 2018, Fidelity Bank of Edina acquired TCI Business Capital. Fidelity Bank had been searching for an established partner to expand its service into accounts receivable financing. The acquisition has strengthened our ability to provide high-quality service and low-cost funding solutions to our clients.

The Payroll Company
6405 Century Ave.
Middleton WI, 53562
Carrie Falk
  • Accounting/Auditing
View Description
We support many clients with payroll, time keeping, integrated 401(K), payroll administration, benefits administration, COBRA, applicant tracking, and much more. “Our mission is to earn and retain relationships by providing peerless payroll solutions and customer service.” We are located in Middleton, WI and have over a 95 percent customer retention rate. We help our clients operate more efficiently while providing them with easy to use technology and in-person customer service.

The QTI Group
1010 East Washington Avenue
Madison WI, 53703
Jill Dohnal
  • Executive Search Firm
  • Benefits Planning
View Description
The QTI Group is a privately owned human resources (HR) organization providing staffing solutions, professional and executive recruiting, HR consulting and compensation design, employee engagement services, and HR partnerships to business and organizations. Their key service areas help business compete, gain ground, lead, and succeed. The QTI Group has been an active member of the business community since 1957 and has a history of growth, innovation, and community engagement.

The Redmond Company
W228 N745 Westmound Drive
Waukesha WI, 53186
Mike Nath
  • Architects/Bank Remodel
View Description
The Redmond Company is a Plan/Design/Build firm based in Waukesha, Wisconsin. Our focus is to ensure our clients achieve their real estate, facilities, and desired customer experience objectives through the systematic planning and delivery of their projects. We are passionate about providing superior customer service, quality construction, and outstanding cutting-edge customer-centric design, and we always strive for perfection with the goal of exceeding our clients’ expectations. Redmond has a unique ability to maximize our clients’ return on investment by providing superior real estate services, high-quality construction, uniquely tailored customer-centric design solutions that are based on today’s purchasing patterns.

TIB - The Independent BankersBank
11701 Luna Road
Farmers Branch TX, 75234
Chuck Hudspeth
  • Accounting/Auditing
  • ATM/POS Networks
  • Correspondent Banking
View Description
TIB is the nation’s largest and most trusted bankers’ bank, delivering correspondent banking solutions to nearly 1,800 independent community banks from coast-to-coast. From traditional Correspondent Lending assistance to the latest in Operational Solutions, check Clearing, Card Programs, Mobile Payments, International Services and Capital Markets, TIB is the community banker’s one-stop shop for trusted partnership. TIB is owned by nearly 500 of the very banks we serve.

Travelers Indemnity Company
13935 Bishops Drive, Suite 200
Brookfield WI, 53005
Ryan Young
  • Insurance Services
View Description
Travelers has been insuring financial institutions since 1890. We currently offer a wide range of commercial insurance coverage through “Travelers Selectone for Community Banks,” our extensive product portfolio designed specifically for financial institutions. This flexible product line includes coverage options to address a wide range of exposures including the financial institution bond, directors & officers liability, employment practices liability, trust errors & omissions, lenders liability, bankers professional liability, property, general liability, automobile, workers compensation and a variety of products to address e-banking exposures.

TurnKey Associates, L.C.
3015 Greyhound Drive
Waterloo IA, 50701
Joe Moorman
  • Architects/Bank Remodel
View Description
We are a Midwest company which strives to put a unique stamp on your financial institution. We are a dedicated group of skilled architects, designers and builders that include you as part of our team in order to identify, develop and build your brand. TurnKey Associates prides ourselves as being your “Complete Solution” providing you with architectural design, interior design, sight lay-out, construction, security, furnishings and signage. Working alongside you, we are able to meet and exceed your expectations leaving you with a platform that allows you to deliver product your way! All this under one contract.

United Healthcare of WI
10701 West Research Drive
Milwaukee WI, 53211
Angela Loberg
  • Insurance Services
View Description
At UnitedHealthcare, we serve millions of people from their earliest years through their working lives and into retirement. What unites us is our mission to help people live healthier lives and make the health system work better for everyone. These are extraordinary times in health care. The opportunities to help people live healthier have never been greater. Advanced data and technologies, breakthrough treatments and consumer choice are redefining what can be achieved. We are working to create a system that is connected, aligned and more affordable for all involved. One that delivers high-quality care, responsive to the needs of each person and the communities in which they live. We are also partnering with care providers, collaborating in new ways to improve patient care. At UnitedHealthcare, we are working to play our part in creating a more sustainable health care system: one that works better for everyone.

Upgrade, Inc.
275 Battery Street
San Francisco CA, 94111
Jim Quinn
  • Lending Services
View Description
Upgrade is a marketplace lender having facilitated origination of ~$3 billion in personal loans since inception. We partner with community banks to give them access to prime consumer assets for income goals, customer base growth as well as co-branded digital solutions. Upgrade can offer community banks digital unsecured consumer loans, secured consumer loans, cards, auto loans as well as HELOCs. We can provide community banks a digital channel to access customers in their communities with a flawless user experience.

Vantage Point Solutions
2211 N Minnesota Street
Mitchell SD, 57301
Natalie Reed
  • Consulting Services
View Description
Vantage Point Solutions, Inc. is a leading security and consulting company serving the financial industry. We are focused on customer service and driven by a passion for advanced technology. Vantage Point offers a comprehensive line of customer-focused, technology-driven solutions from regulatory compliance assistance and cybersecurity testing to technology planning and equipment implementation. Some of our services are Cybersecurity Testing including Penetration Testing and Vulnerability Assessments; IT Audits; Data Network Review, Planning, Configuration Assistance and Troubleshooting; Data Power Backup Solutions; Social Engineering Testing and Training; IT and Security Consulting Packages; Risk and Regulatory Compliance Consulting Packages; Policy Review and Creation; Regulatory Audits, including ACH, BSA, Loan and Deposit; Vendor Management Program Review, Creation and Assistance; Business Continuity Review and Planning Assistance; and Independent Credit Review and Consulting. Our industry experts stay updated on the most recent regulatory changes, significant and emerging IT and security risks, and state-of-the-art technology solutions. We are focused on you, the customer, and we deliver a customized approach to meet your specific needs. Visit with VPS to meet our certified technology and security professionals and our risk and regulatory compliance experts. You will quickly understand the VPS difference!

W177 N9886 Rivercrest Drive, Suite 112
Germantown WI, 53022
Mary Gilmeister
  • Miscellaneous
View Description
The Premier Payments Resource (formerly known as Wisconsin Automated Clearing House Association), is a not-for-profit service organization providing educational and informational resources to the nearly 400 financial institutions and other organizations that participate as members in WACHA. Formed back in December 1984, WACHA’s mission is to be the Premier Automated Clearing House by providing high value, comprehensive solutions through quality products, education and other services to its members.

100 River Place, Suite One
Monona WI, 53716
Larry Schwenn
  • Economic Development
  • Government Agencies/Lending Service
View Description
WBD recognizes the vital role that small- and mid-size businesses play in creating jobs, fostering economic growth and inspiring local communities. Since 1981, we have partnered with financial institutions to fund over $2 billion in community development projects and assisted in contributing more than 64,000 jobs statewide.


Madison WI, 53701-1728
Wyman B. Winston
  • Government Agencies/Lending Service
View Description
Wisconsin Housing and Economic Development Authority (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.

Wind River Financial Inc.
5305 Buttonwood Drive
Madison WI, 53718
Mark Taber
  • Data Processing Services
View Description
Wind River Financial provides credit and debit card processing, multiple terminal and software applications, complete e-commerce solutions and a gift card program.

Windsor Mortgage Solutions
3905 W 49th Street
Sioux Falls SD, 57106
Brittany Dieters
  • Mortgage Services
View Description
Windsor Mortgage Solutions is a serviced provider under Plains Commerce Bank. They specialize in providing community banks a full-service mortgage department that operates behind the scenes of your institution. Their goal is to make their partners profitable with a process that ensures referral-based results.

Windward Recruiting
3272 S 46th street
Greenfield WI, 53219
Chris Bisenius
  • Consulting Services
  • Executive Search Firm
View Description
Windward Recruiting is an executive search firm that focuses in the banking and wealth management industries. They are based in Milwaukee and have developed a network of relationships in the Wisconsin market over the last eight years. They offer retained and contingent search options to fit every client's needs. They pride ourselves on the strong relationships we build with our clients and our candidates. Assisting clients and candidates in reaching their goals is their main priority.

Winthrop & Weinstine, P.A.
225 S 6th Street, Suite 3500
Minneapolis MN, 55402
Anton Moch, Esp.
  • Legal Services
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Winthrop & Weinstine serves Wisconsin banks and financial institutions regarding any issue banks encounter, from bank-specific issues such as governance and regulatory issues, to more general business matters like mergers and acquisitions, employment, or vendor agreements. Their attorneys work closely with banks to learn and understand the intricacies and aspects that make each situation unique and always work with that unique culture in mind. With decades of work in the industry, their extensive network of investment bankers, accountants, business consultants, executive leadership teams as well as regulators, can be beneficial to clients.

Wisconsin Women’s Business Initiative Corp.
1533 RiverCenter Drive
Milwaukee WI, 53212
Monique Valeriano
  • Credit Counselors
  • Economic Development
  • Government Agencies/Lending Service
  • Lending Services
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WWBIC’s mission is to promote economic development through entrepreneurship, with an emphasis on individuals facing barriers of gender, race and income. As the state’s largest microlender with offices in Milwaukee, South Central Wisconsin (Madison) and Southeast Wisconsin (Kenosha), WWBIC provides quality business education, one-on-one business assistance, financial awareness education and access to capital (including direct lending) with a particular focus on women, low-income individuals, and people of color – those traditionally underserved by mainstream financial institutions. WWBIC provides term loans and lines of credit to businesses in amounts up to $100,000.

8500 Governors Hill Drive
Symmes Township Ohio, 45249
Justin Zawaly
  • Debit and Credit Card Processing
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Worldpay offers a comprehensive suite of traditional and innovative payment processing and technology solutions to financial institutions of all sizes in the U.S., enabling them to address their payment processing needs through a single provider. We build strong relationships with our customers, helping them become more efficient, more secure and more successful. Annually, Worldpay processes over 40 billion transactions through more than 300 payment types across 146 countries and 126 currencies. The company's growth strategy includes expanding into high-growth markets, verticals and customer segments, including global eCommerce, Integrated Payments and B2B.

WPS Health Insurance
1717 W Broadway
Monona WI, 53713
Roger Ebert
  • Insurance Services
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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.

Young & Associates, Inc.
121 East Main Street
Kent OH, 44240
Anne Coyne
  • Consulting Services
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Young & Associates, Inc. is a team of management consultants who provide consulting, outsourcing, and educational services to community financial institutions nationwide and overseas. We offer a wide array of products and services, covering all the major areas of banking, as well as educational seminars and on-line training that provide practical solutions and valuable insight into the issues community financial institutions face in the ever-changing banking industry. The Community Bankers for Compliance (CBC) Program, offered by WBA, is the cornerstone of our compliance programs and is designed to provide member banks with the tools needed to effectively manage an in-bank compliance program.