Gold Members

Bankers' Bank

http://www.bankersbankusa.com
7700 Mineral Point Road
Madison WI, 53717
Bradlee Stamper
608-833-5550
608-829-5590
  • 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

http://www.bell.bank
2698 33rd Avenue
Eau Claire WI, 54703
Denise Bunbury
608-234-1438
  • Correspondent Services
  • Insurance Services
  • 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 $9 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

http://www.boardmanclark.com/
One South Pinckney Street
Madison WI, 53701
Kirsten Spira
608-283-1721
  • Legal Services
View Description
Boardman Clark has been serving the banking industry in the Upper Midwest for over 40 years. We serve a variety of financial institutions with a focus on advising community banks on all aspects of their business. We know the complex industry of community banking.

BOK Financial Institutions Group

https://www.bokfinancial.com/institutions
1200 North Mayfair Road, Suite 303
Milwaukee WI, 53226
Josh Hunt
866-440-6515
  • Asset Liability Management
  • Investment Broker/Dealer
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 30 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

http://www.fhlbc.com
200 East Randolph Drive
Chicago IL, 60601
David Feldhaus
312-565-5369
  • 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.

FIPCO

http://www.fipco.com
4721 South Biltmore Lane
Madison WI, 53718
FIPCO Sales
800-722-3498
  • 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

http://www.icba.org
1615 L St, NW
Washington DC, 20036
Jim Reber
800-828-7183
  • 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®.

SHAZAM

http://www.shazam.net
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

http://www.wisbankins.com
4721 South Biltmore Lane
Madison WI, 53718
Brian Siegenthaler
608-441-1213
  • 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 jeffo@mbisllc.com for more information.

Silver Members

Plante Moran

http://banks.plantemoran.com
10 S. Riverside Plaza, 9th Floor
Chicago IL, 60606
Brady Nitchman
312-602-3510
  • 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.

UFS Tech

http://www.ufstech.com
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

http://www.wipfli.com/fi
10000 Innovation Drive
Milwaukee WI, 53226
Anna Kooi, Partner
800-486-3454
  • Accounting/Uditing/CPA Firm
  • Benefits Planning
  • Business Continuity Planning
  • Business Outsourcing
  • Consulting Services
  • Cybersecurity
  • Executive/Staff Search Firm
  • Investment Advisor
  • Lending Services
  • Loan Grading
  • Regulatory Compliance Services
  • Technology
View Description
Wipfli’s Financial Institutions Practice serves over 900 financial institutions across the country. Our mission is to educate, advise, and assist financial institutions in successfully navigating the complex environment they face. Let our professionals assist with regulatory compliance, profit improvement, risk management, strategic planning, human resource information technology, or audit needs.

Bronze Members

Computer Services, Inc.

http://www.csiweb.com
3901 Technology Dr.
Paducah KY, 42001
Craig Witbart
800-545-4274
  • 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.

Eide Bailly

http://www.eidebailly.com/fi
1911 Excel Drive
Mankato MN, 56001
Paul Sirek
612-253-6661
507-387-6436
  • 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.

Executive Benefits Network (EBN)

http://www.ebn-design.com
833 E Michigan Street
Milwaukee WI, 53202
David Fritz
414-431-9688
  • 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 a leading industry advisor, helping banks to recruit, reward and retain top talent.

Godfrey & Kahn, S.C.

http://www.gklaw.com
833 E. Michigan St., Suite 1800
Milwaukee WI, 53202
Peter Wilder
414-273-3500
  • 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

http://www.jmfa.com
1415 North Loop West
Houston TX, 77008
Rebecca Minor
414-630-2310
  • 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.

Quad City Bank & Trust

http://www.qcbt.com
4500 N. Brady Street
Davenport IA, 52806
Kevin Volker
608-213-4987
  • Correspondent Services
View Description
As a full service Correspondent Bank since 1995, Quad City Bank & Trust is committed to the long-term success of your financial institution. Our personal service allows us to reinforce relationships, providing real advice and solutions to clients each and every day. It’s who we are…People you can bank on.®

Reinhart Boerner Van Deuren S.C.

http://www.reinhartlaw.com
1000 North Water Street, Suite 1700
Milwaukee WI, 53203-3400
David B. Schulz
414-298-1000
  • 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.

SBS CyberSecurity

http://www.sbscyber.com
810 N. Perry Pkwy.
Oregon WI, 53575
David Edwards
913-225-6382
  • 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

http://www.spectruminvestor.com
6329 West Mequon Road
Mequon WI, 53092
Jonathan Marshall, CIO/CCO/Partner
800-242-4735
262-512-2704
  • 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

http://www.GoBaker.com
901 Community Drive
Springfield IL, 62703
Ken Judd
888-333-0750
  • 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

http://www.forbin.com
1111 W San Marnin Dr.
Waterloo IA, 50704
Don Wilson
855-975-6739
  • 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

http://www.vonbriesen.com
411 East Wisconsin Avenue, Suite 1000
Milwaukee WI, 53202
William E. Taibl, Esq.
800-622-0607
  • 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

http://www.thesilverlining.com
1900 S. 18th Ave.
West Bend WI, 53095
Scott Stueber
262-334-6588
262-338-5171
  • 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

http://www.abais.com
3401 Tuttle Road
Shaker Heights OH, 44122
John Graham
800-274-5222
  • Insurance Services
View Description
ABA Insurance Services, a Member of Great American Insurance Group, provides banks a long-term and stable D&O, Bond, and Cyber insurance program co-endorsed by the WBA and American Bankers Association. 31 consecutive distributions have been declared by ABMI, the program’s reinsurer, totaling over $91 million. Excess and P&C coverage also available.

Abrigo

http://www.abrigo.com
12331 - A Riata Trace Pkwy, Bld 3, Ste 300
Austin TX, 78727
Jill Cacic
512-279-5715
  • BSA/AML
  • Risk Management
View Description
Abrigo provides market-leading compliance, credit risk, and lending software solutions to enable our customers to think bigger, allowing them to maintain compliance, fight financial crime, process loans quicker, and leverage data to strengthen their portfolio.

AffirmX

http://www.affirmx.com
5301 Buckeystown Pike, Suite 420
Frederick MD, 21704-8307
Ken Wolff
888.972.3624, ext. 7001
  • 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.

AKRIVIS Real Estate Valuation Services

http://www.akrivisteam.com
1428 Midway Road
Menasha WI, 54952
Trendon Albers
920-213-3769
  • Lending
View Description
Akrivis Real Estate Valuation Services is a loan service provider based in Appleton that focuses on Real Estate evaluations throughout the US.

Allied Solutions, LLC

http://www.alliedsolutions.net
1320 City Center Drive
Carmel IN, 46032
John Garey
262-278-3887
  • 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

http://www.americandeposits.com
505 Wells Street
Delafield WI, 53708
Kelly Brown
414-961-6601
  • 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.

AmTrust North America

http://www.amtrustfi.com
800 Superior Ave E, 21st Floor
Cleveland OH, 44114
Robert Splawn
440-655-2150
  • 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.

http://www.ArchMI.com
1425 Rock Ridge Lane
Lake Geneva WI, 53147
Joe Doyle
414-526-9510
  • 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.

Artisan Advisors, LLC

https://www.artisan-advisors.com/
117 South Cook Street
Barrington IL, 60010
John Hecht
815-222-0632
  • Business Continuity Planning
  • Consulting Services
  • Legal Services
  • Lending Services
  • Payment Processing
View Description
Artisan Advisors is a consulting group composed of veteran bankers that specializes in providing strategic, operational, financial, and risk management services for community banks. Artisan is driven by the belief that community banking is more than an industry – it’s the lifeblood of communities, small businesses and families.

Ascensus

http://www.ascensus.com
415 8th Avenue NE
Brainerd MN, 56401
Travis Hanson
218-825-5545
  • Consulting Services
  • Technology
View Description
Ascensus helps more than 8 million Americans save for the future—retirement, college, and healthcare— through technology-enabled solutions. With more than 40 years of experience, the firm meets the needs of asset managers, banks, credit unions, state governments, financial professionals, employers, and individuals. For more information about Ascensus, visit www.ascensus.com.

Automated Systems, Inc.

http://www.asiweb.com
1201 Libra Drive
Lincoln NE, 68512
Tammy Mundt
402-420-6000
402-420-6006
  • 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

http://www.bsrecruiters.com
155 East Capital Drive, Suite #5
Hartland WI, 53029
Del Garcia
262-369-8109
  • 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

http://www.bakertilly.com
777 East Wisconsin Avenue, 32nd Floor
Milwaukee WI, 53202-5313
Mary Clare Miske
414-777-5320
  • 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.

Bank of America

http://www.bankofamerica.com
135 South La Salle Street
Chicago IL, 60603
Philip R. Pulliam
773-633-9899
  • 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.

Bankers Healthcare Group, LLC (BHG)

http://www.bankershealthcaregroup.com
122 East 42nd Street
New York NY, 10168
Meaghan Kincaid
315-436-0592
  • 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.

BankOnIT, USA

http://www.bankonitusa.com
8601 Commerce Park Drive
Oklahoma City OK, 73132
Robert Mendez
405-605-3900
405-605-3901
  • 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, Inc.

http://www.beaconbiz.net
759 N. Milwaukee Street
Milwaukee WI, 53202
Steve Boylan
414-988-6022
  • Consulting Services
  • Investment Advisor
  • Investment Banking Services
View Description
BEACON Business Group is a Wisconsin based Investment Banking firm started in 2006. We work with Midwest based, family owned and privately held businesses with revenues from $3 million to $45 million to transition to new ownership. We are industry agnostic except, we do not work in with retail or bars/restaurants. Our ideal client is planning to sell in the next 24 months. Our team will work with the business owners banker, attorney, wealth advisor and insurance representative to maximize the financial benefits at Closing.

BKD, LLP

http://www.bkd.com
1201 Walnut, Suite 1700
Kansas City MO, 64106
Eric DeCoursey
816-221-6300
816-221-6380
  • 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.

Blanchard Consulting Group

http://www.blanchardc.com
6066 Shingle Creek Parkway #176
Minneapolis Minnesota, 55430
Matt Brei
(608) 630-9409
  • Consulting Services
View Description
Blanchard Consulting Group is a national compensation consulting company with offices in Atlanta, GA, Madison, WI and Minneapolis, MN. Our mission is to deliver independent compensation guidance to financial institutions to help them attract, motivate and retain their key employees and directors. With an exclusive focus on the financial services marketplace since 2000, our lead consultants have a unique industry perspective and expertise to offer our clients. Our lead consultants work directly with Board of Directors, Executive Management, and Human Resource Departments on all facets of director, executive, and staff compensation programs. Our staff has worked with over 600 financial institutions during their careers. We apply our extensive knowledge and experience in the financial services industry to ensure our clients compensation programs comply with current regulations and provide the greatest return on their investment in employees.

Block Time Financial, LLC

http://www.blocktimefinancial.com
737 Main Street
Delafield WI, 53018
Bruce Rosenheimer
262-368-1150
  • 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

http://www.brandpointdesign.com
18350 Coach House Court
Brookfield WI, 53045
Mike Parnon
262-439-9796
  • 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.

http://www.brownbootsbankwebsites.com
PO Box 221
Fond du Lac WI, 54936
Patrick Rose
920-906-9175
  • Marketing
  • Web Site Development
View Description
BrownBoots Interactive opened its doors in 1999 and is focused on custom website design and development for banks and credit unions. We create engaging, responsive websites that allow financials to manage content through our simple CMS. Our collaborative process allows us to typically complete websites in three to four months.

Case Financial

http://www.casefi.com
3510 Hopkins Place N.
Oakdale MN, 55128
Mark Worwa
651-455-2288
  • Bank Technology & Equipment
  • Sales and Service Culture Implementation
View Description
Case Financial is proud to be the premier provider for bank equipment, security and software solutions in Wisconsin. With over 35 years in business, we are dedicated to providing you with exceptional service to meet every one of your business needs. Whether you are considering a new branch build-out or updates, Case offers customized products for all of your equipment.

Chapman Technology Group, Inc.

http://www.ctgi.net
1126 Wauwatosa Rd, Suite 101
Cedarburg WI, 53012
Mark Chapman
262-546-1867
  • 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.

Cinnaire

http://www.cinnaire.com
10 E. Doty Street, Suite 445
Madison WI, 53703
Chris Laurent
517-482-8555 x1411
608-234-5291
  • Investment Banking Services
View Description
Cinnaire is a non-profit financial company that supports community and economic revitalization initiatives through creative investments, loans and development services. Since 1993, Cinnaire has invested $4.2B to develop 717 housing communities in 10 states, providing 47,000 affordable apartment homes for more than 100,000 individuals and families. Cinnaire has helped create or retain nearly 71,000 jobs and spur $7.9 billion in economic impact.

CliftonLarsonAllen LLP

http://www.CLAconnect.com
8215 Greenway Blvd., Suite 600
Middleton WI, 53562
Todd Sprang
630-954-8175
  • 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.

CoNetrix

http://www.conetrix.com
5214 68th Street, Suite 200
Lubbock TX, 79424
Ida Richards
806-687-8600
  • 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

http://www.convergint.com

Cottage Grove WI, 53527
Josh Manring
608-839-3174
  • 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.

http://www.crnrstone.com
7272 E. Indian School Road, Suite 400
Scottsdale AZ, 85251
Jennifer Wagner
480-425-5204
480-425-5212
  • 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.

CRA Partners

http:/shcpfoundation.org
5100 Poplar Avenue, Suite 711
Memphis TN, 38137
Ron Brooks
901-529-4790
  • 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

http://www.crosscheckcompliance.com
810 W. Washington Blvd
Chicago IL, 60607
Jim Jorgensen
312-423-2762
  • Business Outsourcing
  • Consulting Services
  • Payment Processing
View Description
CrossCheck Compliance LLC is a regulatory compliance and risk management consulting firm focused on banks and lending organizations. The firm’s professionals apply deep operating experience and regulatory understanding to develop compliance strategies and deliver high-quality outcomes for clients. Solutions are tailored to fit each client’s business needs. For more information, please visit www.crosscheckcompliance.com.

Crowe LLP

http://www.crowe.com
One Mid America Plaza, Suite 700
Oak Brook Terrace IL, 60181
Sara Krople
630-586-5221
630-574-1608
  • 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.

http://www.dadavidson.com
3773 Attucks Drive
Powell OH, 43065
Tom Dooley
614-710-7061
  • 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.

http://www.datafinancial.com
1100 Glen Oaks Lane
Mequon WI, 53092
Jim Holtz
262-243-5511
262-243-9260
  • 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.

DirectNetworks, Inc.

http://www.directnetworksinc.com
1017 Applegate Road, Suite 100
Madison WI, 53713
Colin Mehlum
608-270-9980
  • 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

http://www.donnellypenman.com
306 S. Washington Ave.
Royal Oak MI, 48304
Andrew Christians
313-393-3074
  • Investment Advisor
View Description
Donnelly Penman is a boutique investment bank, providing financial advisory services to community banks and other financial services companies in the Midwest.

Eckberg, Lammers, Briggs, Wolff & Vierling, PLLP

http://www.eckberglammers.com
1809 Northwestern Avenue
Stillwater MN, 55082
Nicholas J. Vivian
651-379-3080
  • 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
414-228-9314
414-228-9682
  • 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.

http://www.edgeone.com
161 Business Park Circle
Stoughton WI, 53589
Lori Featherstone
800-423-3343
  • ATM/POS Networks
  • Business Outsourcing
  • Financial Product Assistance
  • Marketing
  • Regulatory Compliance Services
  • Technology
View Description
Edge One is a leading provider of self-service and assisted self-service solutions (ATMs. ITMs and TCRs) in WI, MN, IL, OH and MI. Edge One promotes a highly integrated and holistic “operations first” approach that includes sales, first- line and second-line services, transaction processing, compliance assistance and managed portfolio services. This approach, empowered by our highly experienced and capable associates, delivers quality, simplicity and value.

EO Johnson Business Technologies - Locknet Managed IT Services

http://www.locknet-inc.com
3310 South Coulee Kinney Road
Onalaska WI, 54650
Peter Kujawa
608-785-7100
608-785-7180
  • 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

http://www.minneapolisfed.org
90 Hennepin Avenue
Minneapolis MN, 55401
Simone Bates
612-204-5470
612-629-4127
  • 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.

Janney Montgomery Scott LLC

http://www.janney.com
20 N. Wacker, Suite 2035
Chicago IL, 60606
Paul O'Connor
312-461-4347
  • Investment Banking Services
View Description
The Financial Institutions Group offers investment banking and research solutions that encompass the entire financial services ecosystem, both regulated and unregulated institutions. Janney's team of professionals has deep industry knowledge and extensive experience to help clients achieve their strategic objectives. Working with Janney, financial institutions can better manage assets, risks and operations. The Financial Institutions Group specializes in delivering a comprehensive range of advisory and financing solutions that help clients accomplish their goals and create shareholder value.

Finastra

http://www.dh.com
605 Crescent Executive Court, Suite 600
Lake Mary FL, 32746
Cindy Doak
407-803-6623
  • 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.

FIS

http://www.fisglobal.com
4900 W. Brown Deer Road, BD2110
Milwaukee WI, 53223
Nancy Chesnut
414-577-9928
  • 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.

http://www.fiserv.com
255 Fiserv Drive
Brookfield WI, 53045
Gregg Shnowske
715-814-1293
  • 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

http://www.foley.com
777 East Wisconsin Avenue
Milwaukee WI, 53202-5367
Edward Hammond
414-297-5619
  • 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.

http://www.fredlaw.com
200 South Sixth Street
Minneapolis MN, 55402
Karla Reyerson
612-492-7000
612-492-7077
  • 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.

FHN Financial Group

http://www.fhnfinancial.com
845 Crossover Lane, Suite 150
Memphis TN, 38117
Trae Winston
901-435-8080
  • 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

http://www.generationstitle.com
6400 Gisholt Dr. #200
Madison WI, 53713
Stephanie Brassington
608-661-0823
608-661-0868
  • 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

http://www.mycoinguy.com

Geneva IL, 60134
Ron Beckstrom
630-675-5161
630-845-8149
  • 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.

Haberfeld

http://www.haberfeld.com
206 S. 13th Street, Ste. 1500
Lincoln NE, 68508
Brett Walburn
402-323-3612
402-475-2660
  • 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 Auction Group, LLC

http://www.hansenauctiongroup.com
353 6 ½ Street
Prairie Farm WI, 54762
Bryce Hansen
715-418-1030
  • 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.

Heber Fuger Wendin, Investment Advisors

http://www.heberinvstements.com
36700 Woodward Avenue
Bloomfield Hills MI, 48304
David Barnes
248-258-6866
  • Investment Advisor
View Description
Heber is an SEC-registered fee-only investment advisor that helps community banks optimize the returns on their investment portfolios and provides help with asset-liability management. We are a fiduciary - not a broker - and act in the best interests of our clients. Founded in 1934 in the Midwest, Heber is one of the oldest, most well-established investment advisory firms in America.

Hovde Group, LLC

http://www.hovdegroup.com
1629 Colonial Parkway
Inverness IL, 60067
Kirk Hovde
312-436-0779
  • Investment Banking Services
  • Investment Broker/Dealer
View Description
For nearly 35 years, Hovde Group has been a leading boutique investment bank focused exclusively on the financial services sector. We provide a full suite of investment banking, capital markets, research, equity sales and trading services to our client base, including institutional and retail investors, community and regional banks, and other financial companies located throughout the United States. Hovde Group consistently ranks among the bank sector’s top M&A and capital markets advisory firms, is a leading market maker of community and regional bank stocks, and produces high quality research from award-winning analysts.

Husch Blackwell

http://www.huschblackwell.com
511 North Broadway
Milwaukee WI, 53202
Lauren Capitini
608-234-6114
  • Benefits Planning
  • Business Continuity Planning
  • Cybersecurity
  • Financial Product Assistance
  • Legal Services
  • Trust/Wealth Management Services
View Description
Husch Blackwell is an industry-focused business and litigation law firm delivering innovative and strategic solutions to organizations around the world. Drawing on extensive industry knowledge and experience, we move clients forward.

Impact Seven, Inc.

http://www.impactseven.org
147 Lake Almena Drive
Almena WI, 54805
Robert Mayer
715-357-3334
  • 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

http://www.inlanta.com
W239 N3490 Pewaukee Rd
Pewaukee WI, 53072
Dave Stephan
414-526-7852
  • Legal Services
  • Mortgage Lending
View Description
Inlanta Mortgage is an independent mortgage banker offering retail and Third Party Origination (TPO) services which help financial institutions offer new mortgage products, decrease compliance risk and grow non-interest income.

Integrity Loan Review, LLC

http://www.integrityloanreview.com
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

http://www.IntraFi.com
1300 North 17th Street
Arlingon VA, 22209
Sue Kling
703-292-3423
  • Bank Service Provider
  • Government Agencies/Lending Service
  • Technology
View Description
Promontory Interfinancial Network is now IntraFi Network. A trusted partner to nearly 3,000 financial institutions, our solutions can help your bank attract and maintain valuable customer relationships, grow reciprocal deposits, manage liquidity and generate fee income, diversify funding, and reduce collateralization, improving liquidity and returns. Visit Intrafi.com to learn more.

Ironcore Inc.

http://www.ironcore-inc.com
548 Lester Ave.
Onalaska WI, 54650
Bill Bauman
608-779-9400
  • 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.

Jack Henry & Associates

http://www.jackhenry.com
1025 Central Expressway South
Allen TX, 75013
Jacqueline Scheider
417-235-6652
  • 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

Kasasa

http://www.Kasasa.com
4516 Seton Center Pkwy, Suite 300
Austin TX, 78759
Michelle Jacobi
512-349-4421
  • 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 www.kasasa.com.

Keefe, Bruyette & Woods, A Stifel Company

http://www.stifel.com
70 West Madison Street
Chicago IL, 60602
Al Laufenberg
312-423-8205
  • 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.

www.kellerbuilds.com
N216 State Road 55 P.O. Box 620
Kaukauna WI, 54130
Katie Mangin
920-766-5795
  • 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

http://www.key-state.com
101 Convention Center Drive, Suite 850
Las Vegas NV, 89109
Joshua Miller
702-598-3738
  • 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

http://www.lascoinc.com
205 North Lakeshore Boulevard, Suite 1A
Marquette MI, 49855
Dennis VanLandschoot
906-228-1051
  • 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

http://www.leapstrategicmarketing.com
N27W23957 Paul Road, Suite 200
Pewaukee WI, 53072
John Verre
262-436-4080
  • 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

http://www.lenderfulsolutions.com
35 W Huron Street
Pontiac MI, 48342
Paul Lehnert
313-910-3070
  • 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: Inspired Workplace Interiors

http://www.lerdahl.com
7182 US HWY 14
Middleton WI, 53562
Lexi Hanneman
608-831-1010
  • Architects/Bank Remodel
  • Consulting Services
  • Miscellaneous
  • Office Furniture and Supplies
View Description
When we are engaged in your project, we take an inspired four-phased approach to discover, define, design, and deliver customized solutions that transform your space. Lerdahl is built on six core values: Trust, Respect, Integrity, Teamwork, Continuous Improvement, and having Fun. These are important guiding principles as we work with our clients, vendors, project partners, and each other.

Lift Consulting

http://www.lift.sandler.com
434 S. Yellowstone Drive
Madison WI, 53719
Laura Mael
608-561-7714
  • 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.

Luse, Gorman Pomerenk & Schick, P.C.

http://www.luselaw.com
5335 Wisconsin Ave., Suite 780
Washington, D.C., 20015
Kip A. Weissman, Esq.
202-274-2000
202-362-2902
  • 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.

Macha

http://macha.org
W177 N9856 Rivercrest Drive, Suite 105
Germantown WI, 53022
Mary Gilmeister
262-345-1245
  • Consulting Services
  • Payments
  • Regulatory Compliance Services
View Description
Macha is a member-based organization recognized as the premier resource for information related to all payment rules and networks. Macha is a Payment Association established in 1975 that serves financial institutions, businesses, and municipalities. With offices in two states, Macha serves members throughout the Mid-Atlantic, Midwest and Hawaii. Our mission is to increase the understanding and use of payment networks by providing education, operational support, and advocacy to payments professionals.

Marco, Inc.

http://www.marconet.com
101 North Farwell Street
Eau Claire WI, 54703
Kevin Schmidt
800-892-8548
  • 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.

Merchants Bank

http://www.merchantsbank.com
102 East Third Street
Winona MN, 55987
Keith Kluzak
507-450-8550
507-452-2626
  • 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

http://www.michaelbest.com
100 East Wisconsin Avenue
Milwaukee WI, 53202
Joseph Brydges
608-283-2262
  • 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

http://www.midwesttitlegroup.com
151 S. Second Street
Medford WI, 54451
Mike Brandner
715-748-4790
715-748-6826
  • 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

http://www.medconline.com
809 North Broadway, Second Floor
Milwaukee WI, 53202
Patrick G. Walsh
414-286-5812
  • 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

http://www.mranet.org
N19 W24400 Riverwood Drive
Waukesha WI, 53188
Sue Stark
800-488-4845
  • 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.

http://www.navilogic.com
287 6th Street East, Suite 500
St. Paul MN, 55101
Brett VerMulm
605-661-2456
  • 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.

Northland Securities, Inc.

http://www.northlandsecurities.com
455 7th Street, Suite 2000
Minneapolis MN, 55402
Mike Harlander
800-851-2920
  • 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.

NuSource Financial

http://www.nusourcefinancial.com
9749 Hamilton Road
Eden Prairie MN, 55344
Hilary Lincoln
952-252-3166
  • ATM/POS Networks
  • Business Outsourcing
  • Consulting Services
  • Financial Product Assistance
  • Technology
View Description
NuSource pairs cutting edge technology with world-class service for financial institutions across the United States. We strategize and implement innovative Branch Transformation, Security and Service solutions. Through partnerships with companies such as highly regarded Hyosung, NuSource is committed to tailoring strategies to the particular needs of financial institutions. Our clients consistently reach improved operational performance and enhanced customer experience with speed and convenience. Our mission is to consistently deliver value-added consultative solutions and quality service experiences based on Integrity, Professionalism, and Teamwork.

Oak Ridge Financial Services Group, Inc.

http://www.oakridgefinancial.com
701 Xenia Avenue South, Suite 100
Golden Valley MN, 55416
David Stieber
763-923-2291
  • 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

https://community.officedepot.com/GPOHome?id=48962399

,
Isaac Mares
512-651-2878
  • 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.

Old Republic Surety Company

http://www.orsurety.com
18650 Corporate Drive
Brookfield WI, 53045
  • Other
View Description
Old Republic Surety Company is one of the largest and most highly regarded surety companies in the nation and is a subsidiary of Old Republic International Corporation (NYSE: ORI). Old Republic Surety Company ranks among the nation’s top underwriters of thousands of types of bonds and is a fast, efficient, knowledgeable source for all your surety bond needs. Old Republic Surety and Milwaukee Court Bond can offer bonds such as: Notary Bonds; STAMP (Securities Transfer Agents Medallion Program); Fiduciary Bonds; Court Bonds; Lost Instrument Bonds

Olsen Palmer LLC

http://www.olsenpalmer.com
1580 S Milwaukee Ave
Libertyville IL, 60048
Roger Hernandez
949-616-2220
  • Investment Advisor
View Description
Olsen Palmer LLC is an independent, nationally-recognized investment banking firm that exclusively advises financial institutions across the full spectrum of Mergers & Acquisitions. Combining the extensive M&A expertise of a traditional diversified investment banking firm with the agility, creativity, and responsiveness of a boutique firm.

PACE Wisconsin

http://www.pacewi.org
431 Charmany Drive
Madison WI, 53719
Kimberly Johnston
608-729-6900
  • 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.

PCBB

http://www.pcbb.com
1676 N. California Blvd.
Walnut Creek CA, 94596
Earl Charneske
847-531-0890
  • Consulting Services
  • Correspondent Services
  • Financial Product Assistance
  • Legal 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.

Piper Jaffray

http://www.piperjaffray.com
800 Nicollet Mall, J12SF1
Minneapolis MN, 55402-7020
Jeff Moen
612-303-0665
  • 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.

Plansmith

http://www.plansmith.com
1827 Walden Office Square, Suite 350
Schaumburg IL, 60173
Dave Schwieder
800-323-3281
  • 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.

PULSE

http://www.pulsenetwork.com
11611 Busch Road
Birch Run MI, 48415
Marie Braeutigam
989-860-2128
  • 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.

QwickRate

http://www.qwickrate.com
1350 Church Street Ext NW, Suite 200
Marietta GA, 30060
Melissa Wallace
800-285-8626
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.

Remedy Consulting

http://remedyconsult.net
14140 W Gatewood Court
New Berlin WI, 53151
Charlie Kelly
312-270-3490
  • 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

http://www.rmmsolutions.com
210 McClellan Street
Wausau WI, 54403
Jackie Edwards
877-470-4741
  • 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

RSM US LLP

http://www.rsmus.com
411 East Wisconsin Avenue, Suite 1850
Milwaukee WI, 53202-4461
Nick Hahn
414-298-2855
414-298-2810
  • 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.

Sales Math Consulting LLC

http://www.sales-math.com
N5711 Pleasant Ridge Lane
Durand WI, 54736
Matt Middendorp
715-897-0879
  • 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.

http://www.sandleroneill.com
1251 Avenue of the Americas
New York NY, 10020
James Colbert
212-466-7800
  • 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.

http://www.sbvalue.com
16414 San Pedro Avenue, Suite 240
San Antonio TX, 78232
William Barnes
210-483-5074
  • 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

http://www.scsengineers.com
2830 Dairy Drive
Madison WI, 53718
Ray Tierney
608-216-7332
  • Consulting Services
  • Environmental Risk Tools
View Description
SCS Engineers is an environmental consulting and contracting firm serving public and private clients worldwide. Our core capabilities are in solid and hazardous waste management, renewable energy, remediation, and environmental compliance. We work to prevent, mitigate and remediate environmental events, and use our environmental regulatory systems knowledge to help shorten project timelines and help clients stay on budget.

Spry, Inc.

https://www.sprybrands.com
3019 Enterprise Drive
Anderson IN, 46013
Trent Dahlstrom
800-821-5368
  • Check Printing and Products
  • Consulting Services
  • Marketing
  • Office Furniture and Supplies
  • Research Consultants
  • Website Development
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)

http://www.swib.state.wi.us
121 East Wilson Street
Madison WI, 53703
Chris Prestigiacomo
608-266-6723
  • 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.

Stifel

http://www.stifel.com
787 7th Avenue
New York NY, 10019
Michael Larkin
631-656-4426
  • 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.

StrataDefense

http://www.stratadefense.com
8400 Highland Drive
Wausau WI, 54401
Matthew Hildebrandt
715-842-7665
715-842-7620
  • 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

http://www.srmcorp.com
5100 Poplar Ave
Memphis OH, 38137
Uma Zielinski
614-829-7686
  • Consulting Services
  • Miscellaneous
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 www.srmcorp.com for more information and follow the company @SRMCorp.

Stroud, Willink & Howard, LLC

http://www.stroudlaw.com
25 West Main Street, Suite 300
Madison WI, 53703
Norman D. Farnam
608-257-2281
608-257-7643
  • 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

http://www.tcicapital.com
7600 Parklawn Ave, Site 250
Edina MN, 55435
Michael Holland
800-707-4845
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 Redmond Company

http://www.theredmondco.com
W228 N745 Westmound Drive
Waukesha WI, 53186
Mike Nath
262-896-8740
  • Architects/Bank Remodel
  • Consulting Services
  • Marketing
View Description
Redmond is your design/build partner. We have completed 800+ projects for financial institution. Services: customer tapestry, market analysis, site selection, brokerage, brand implementation, design and construction. Redmond helps identify the optimal location and size - making your facility a tool to attract and retain employees and enhance the customer experience.

TIB - The Independent BankersBank

www.tib.bank
11701 Luna Road
Farmers Branch TX, 75234
Chuck Hudspeth
972-650-6034
  • 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

http://www.travelers.com
13935 Bishops Drive, Suite 200
Brookfield WI, 53005
Ryan Young
262-825-9074
  • 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.

http://www.tkadesignbuild.com
3015 Greyhound Drive
Waterloo IA, 50701
Joe Moorman
319-232-4242
319-232-3793
  • 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

http://www.uhc.com
10701 West Research Drive
Milwaukee WI, 53211
Angela Loberg
414-443-4720
  • 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.

https://upgrade.com
275 Battery Street
San Francisco CA, 94111
Jim Quinn
415-940-7688
  • 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

http://www.vantagepnt.com
2211 N Minnesota Street
Mitchell SD, 57301
Natalie Reed
605-359-2374
  • 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!

WBD, Inc

http://www.wbd.org
4618 S. Biltmore Lane
Madison WI, 53718
Jason Monnett
920-966-1479
  • Business Outsourcing
  • Economic Development
  • Financial Product Assistance
View Description
WBD is on of the nations premier SBA Certified Development Companies. Our service area includes all of Wisconsin, the Twin Cities Metro Area in MN and some of the Upper Peninsula of MI. With operations across our service area, we partner with banks to offer the SBA 504 program. As Your Business Finance Resource, WBD also utilizes its vast SBA knowledge to assist banks directly in training, packaging and other services relate to the SBA 7(a) program. WBD is a non-profit company and reinvests profits into other economic development activity in its service area. WBD looks to partner with other organizations that share the Mission of Growing Businesses, Creating Jobs and Building Communities.

WHEDA

http://www.wheda.com

Madison WI, 53701-1728
Rebecca Giroux
414-227-2297
  • 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.

http://www.windriverfinancial.com
65 Buttonwood Ct
Madison WI, 53718
Tom Kelly
608-442-5699
  • Data Processing Services
  • Payment Processing
View Description
Wind River Financial is a family owner merchant services provider based in Madison. We specialize in processing for customers of Community Banks, giving banks a trusted partner to help their customers businesses grow.

Windsor Mortgage Solutions

http://www.mortgageties.com
3905 W 49th Street
Sioux Falls SD, 57106
Brittany Dieters
605-275-1927
  • 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.

Winthrop & Weinstine, P.A.

http://www.winthrop.com
225 S 6th Street, Suite 3500
Minneapolis MN, 55402
Anton Moch, Esp.
612-604-6400
612-604-6800
  • Legal Services
View Description
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.

WWBIC

http://www.wwbic.com
1533 RiverCenter Drive
Milwaukee WI, 53212
Michael Hetzel
414-395-4562
  • Credit Counselors
  • Economic Development
  • Government Agencies/Lending Service
  • Lending Services
View Description
WWBIC is a leading innovative statewide economic development corporation that’s been “Putting Dreams to Work” since 1987.We open the doors of opportunity by providing targeted individuals who are interested in starting, strengthening or expanding businesses with access to critical resources such as responsible financial products and quality business and financial education.We focus on individuals who face barriers in accessing traditional financing or resources in pursuit of their dreams and economic well-being … in particular women, people of color, veterans and low-income individuals.Every day we work hard to achieve our social goal of improving the economic well-being of individuals by advancing inclusive entrepreneurship and facilitating self-sufficiency strategies.WWBIC is an equal opportunity provider.

WPS Health Insurance

http://www.wpsic.com
1717 W Broadway
Monona WI, 53713
Roger Ebert
920-490-6953
  • Insurance Services
View Description
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.

http://www.younginc.com
121 East Main Street
Kent OH, 44240
Anne Coyne
330-678-0524
330-678-6219
  • Consulting Services
View Description
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.