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A
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Accume Partners has a long history of providing internal audit, regulatory compliance and risk management services to banks and financial institutions. As the level of regulatory and business complexity has surged, so has the need for specialized knowledge and focus. We have organized our firm to achieve that goal providing our clients with deep knowledge, expertise and approaches in the following areas:
- Internal Audit
- Regulatory Compliance
- Enterprise Risk Management
- Technology Risk Management & Cybersecurity Solutions
- Operations and Process Improvement
Through these key areas of focus,we are able to stay in front of change, bring balanced perspectives and the specialized knowledge demanded by today’s banks and financial institutions.
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At Acture Solutions, our passion is helping organizations innovate farther and faster with IT Services, cybersecurity, cloud solutions, and tailored IT projects.
Today’s demands now require robust and reliable IT infrastructure with systems that work every single time. Our ‘use-only-what-you-need’ suite of technology services can helps.
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Agri-Access provides secondary market, wholesale financing for agriculture, forest products and other natural resource sectors. Agri-Access provides lending partners access to long-term fixed rate loan products. Our lending partners maintain the relationship with borrowers and remain the lender of record.
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Welcome to Altitude, where every project reaches new heights through our tailored approach, known as “The Altitude Approach.” We offer a turnkey solution dedicated to crafting innovative spaces specifically tailored to the unique needs in the financial industry.
At Altitude, we understand that every financial institution is distinct, with its own goals, culture, and vision. That’s why we don’t believe in one-size-fits-all solutions. Instead, we take the time to truly understand your organization, your clients, and your objectives.
With Altitude, you can expect a seamless experience, uncompromising quality, and unparalleled attention to detail. Whether you’re looking to renovate an existing space or build a new branch from the ground up, we’re here to help you elevate your vision to new heights.
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It is more important than ever before that your relationship managers, lenders and frontline personnel are adept at having the right conversations with clients and prospects. Access to virtual services has accelerated in the last couple of years and many bank and non-bank competitors are fighting for customers. Now is the time to focus on developing your relationship managers into customer focused, problem-solving advisors. Our Banking Sales Training can help your relationship managers become more skilled at having consultative conversations that revolve around asking the right questions and enough questions, all focused on the goal of helping the client make sound financial decisions for today and the future. Anthony Cole Training Group in committed to helping community banks grow.
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Owned and managed by community bankers for community bankers, ACBB has been serving financial institutions since 1983. We provide correspondent services to over 300 shareholder banks in addition to many non-shareholder banks. From our full product and service lineup to banking expertise with a personal touch, we help our customers meet the needs of their communities. ACBB can satisfy the correspondent needs of community banks of all sizes, including regional financial institutions.
Correspondent Banking
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We have been working with banks for over 40 years helping them control their employee benefits cost.
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Financial Services
Since 2001, BHG Financial has originated more than $13 billion in loan solutions to top-quality borrowers, which community banks can purchase via the BHG Loan Hub. To date, over 1,500 bank partners have trusted in this program as a proven source of interest income and diversification for their bank.
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Brean Capital is an independent investment bank focused on delivering high-quality investment ideas and investment banking services to institutional investors and corporate clients. Brean Capital offers fixed income sales, trading, and strategy, investment banking, and loan facilitation products and services.
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Breezy Risk is an independent risk advisory firm. I don’t place policies. I audit them. No commissions, no broker of record letter. Think of it as an external audit of your insurance program: independent and focused entirely on what is actually in your coverage.
I read the full policy wording, test it against real cyber incident scenarios, and identify where policies point fingers instead of paying. My core engagement is the Risk Intelligence Report: a line-by-line policy audit delivered in plain English with a specific implementation plan to fix the coverage gaps.
Most banks pay for insurance without knowing what it will actually cover in a claim situation. I think they deserve to know.
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CBIZ, Inc. (NYSE:CBZ) is a leading professional services advisor to middle-market businesses and organizations nationwide.
With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance and technology, CBIZ delivers forward-thinking insights and actionable solutions to help you anticipate next steps and accelerate growth. We help your organization navigate challenges, turn risk into opportunity and drive sustainable, long-term excellence — where you are today and wherever you want to grow.
Our 10,000+ team members across 160+ locations in 21 major markets provide top-tier industry expertise with local delivery, relationships and support.
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CEIS Review evaluates and assesses commercial loan portfolios to assist Senior Management & The Board in objectively assessing the Credit Risk Quality & Administration of their Institution’s portfolios. Our services include providing Loan Review programs, Due Diligence portfolio assessments, Portfolio Stress Testing, Credit Policy & Procedures reviews, and other customized consulting solutions. Since 1989 CEIS Review has been assisting Community Banks improve and/or maintain their commercial loan portfolio’s Credit Quality and Administration practices.
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Lisa Fabiaschi, Business Development Manager
Phone: (860) 674-7297
Email: linda.fabiaschi@cocc.com
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About DataSure24
DataSure24 is a managed security service provider (MSSP) with over 15 years of experience serving clients technology needs. Specializing in managed security, cybersecurity assessments, business continuity, and security awareness training, DataSure24 is one of the only managed security service providers to staff a 24/7/365 Security Operation Center (SOC) with U.S. based employees.
The average tenure of our SOC Engineering staff is nine years. DataSure24 is SSAE-18 certified and TIA-942 compliant.
The DataSure24 Advantage
- Top 100 Managed Security Service Provider (MSSP).
- In-depth understanding of the needs of mission critical systems.
- Unparalleled system monitoring technology.
- Knowledge and ability in all phases of network operations from design to maintenance.
- Scalability, enabling you to develop online business rapidly and effectively.
- Dependable, supportive, and knowledgeable staff to provide solutions at expert levels.
- Significant disaster avoidance and recovery experience and past performance.
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EPG, Inc. is a trusted partner to the community banking industry for over two decades, providing comprehensive Asset Liability Management services integrated with client-centered investment advisory expertise. EPG, Inc. is a registered SEC advisor.
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EXIM is a federal agency that helps community banks better serve business customers that export. Its Community Lender Enhancement Initiative makes export financing easier to offer by reducing collateral monitoring and operational requirements.
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The FHLBNY is part of a government-sponsored enterprise, owned by its stockholders, that provides wholesale liquidity to member community lenders in New York, New Jersey, Puerto Rico and the U.S. Virgin Islands to help them more effectively meet the needs of their customers and CRA responsibilities. The FHLBNY is committed to operating a financially safe and sound organization and fostering diversity at all levels by ensuring the inclusion of minorities, women, and individuals with disabilities in employment, in its business activities, and in service contracts.
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FMF&E CPA, PC provides many specialized services to our financial institution clients. Such services extend beyond financial statement audits and include internal audit and compliance related work. With over 40 years in the industry, our team has the right experience and expertise for trusted results.
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- CPA Services
- Internal Audit
- Tax Services
Freed Maxick CPAs, P.C. is one of the largest accounting and consulting firms in Western New York and a Top 100 largest CPA firm in the United States. Serving closely held businesses, SEC companies, governmental and not-for-profit clients across New York as well as nationally and internationally. Freed Maxick mobilizes high-performance professionals to guide client growth, compliance, security and innovation.
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Merchant Services: Credit Card Processing, Card Security, POS, E-Commerce, Mobile Solutions.
Genesis PPG is merchant service company headquartered in upstate New York and has a unique approach to servicing bank clients. Our attention to customer service and credit card security is second to none. We look forward to working with you.
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Harris Beach attorney Constantine Lizas, former FDIC lead counsel, advises financial services clients on Bank Secrecy Act/Anti-Money Laundering (BSA/AML), digital currency, blockchain, and other banking regulatory issues before the federal banking agencies and the Financial Crimes Enforcement Network (FinCEN.) Founded in 1856, Harris Beach and its subsidiaries provide legal and professional services to clients across New York state, as well as nationally and internationally.
Contact: Brian Carnevale, Sr. Manager of Marketing & Business Development
Phone: (585) 419-8689
E-mail: bcarnevale@harrisbeach.com
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Cindy Atkinson, VP Relationship Development
Office: 410-600-3205
Mobile: 410-697-4389
catkinson@hartmanadvisors.com
Technology & Digital Services
Hartman Executive Advisors is an independent technology and cyber leadership firm working with community bank leaders to strengthen the role that IT plays in supporting their business goals. We help banks leverage technology to evolve the traditional business model and increase operational efficiency, acquire new market share, enhance the customer experience and ultimately drive profitability. We understand that the competitive landscape requires new, or improved use of, technology, better access to data, and advanced analytics to drive business outcomes. Our banking experts can help you with CIO/CISO leadership, IT strategy assessment, software selection, data analytics, digital transformation, security, compliance and risk management, and M&A support. Since Hartman doesn’t profit from the sale of any system or technology, clients can trust the advice and guidance they receive is strictly in their best interest.
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IMS, Inc. is a leading provider of critical omnichannel communications and customer engagement solutions – powering millions of daily dynamic interactions. From print and mail to digital and beyond, our products and services help grow your business and boost customer satisfaction.
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Founded in 2004, InfoAgora is a risk management and technology company that provides financial services organizations with prescriptive analytics and Regulatory Technology (RegTech) solutions. Specializing in predictive modeling and machine learning, the company helps banks and lending institutions comply with complex regulations, forecast stress, manage portfolios, and optimize profitability.
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Chosen by over 3,000 financial institutions, IntraFi has provided deposit placement and wholesale funding services for more than 20 years. IntraFi’s network—the largest of its kind—brings scale, giving each participant access to tens of billions of dollars in funding, the highest per-depositor and per-bank capacity, and the peace of mind of being able to make large-dollar placements. The company invented reciprocal deposits and its tested, trusted solutions are utilized by financial institutions of all sizes. IntraFi helps its network participants grow strong, loyal customer relationships, fund more loans, earn fee income, and seamlessly manage liquidity through all market conditions.
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At Jack Henry™, we believe the world is a better place with community and regional banks and credit unions. And we intend to keep it that way. For more than 50 years, we’ve put financial institutions at the center of our modernization. We’re here to help you innovate faster, differentiate strategically, and compete successfully – all with one goal in mind: to improve the financial health of the people you serve. Jack Henry believes our ability to drive innovation will always be rooted in our willingness to act with people’s best interest at heart. Visit jackhenry.com to learn more.
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KREDITIQ is agentic credit decisioning that interrupts bank credit and risk policies. It ingest applications, statements, tax filings, and third-party data, spreads financials, and reasons through each deal —producing an explainable score, credit memo, and full audit trail from intake to decision in minutes. SR11-7, FCRA, ECOA aligned.
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Services: Collateral Protection Insurance
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Law firm that specialises in representing community banks with respect to corporate, regulatory, securities and employee benefits/executive compensation matters.
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Established in 1996, our team of subject matter experts work collaboratively with clients to deliver cost effective, efficient and impactful risk management services and solutions to the financial industry with internal audit, regulatory compliance and commercial loan review.
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Correspondent Banking Services: Public Fund Collateral Custody,Check Image Clearing, Fed Funds, International Trade Services, Holding Company Facilities, Letters of Credit, Foreign Exchange Services, Bank Insurance Services, Loan Participations, Domestic and International Funds Transfers, Pension Services, Wholesale Mortgage Products and Investment Management Services.
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About Main Street Inc.
Founded in 1998, Main Street Inc. is a privately held, family-owned company based in
Birmingham, Alabama dedicated to empowering community banks across America. Specializing in variable data printing and digital solutions, data management, and professional services, Main Street understands the unique needs of financial institutions and their vital role in local communities. With a legacy of trust and innovation, the company provides tailored solutions that help its clients streamline operations, enhance customer engagement, and achieve growth in today’s dynamic financial market. To learn more about the company and stay updated as new products and services are announced, follow us on social media.
Main Street, Inc. | Instagram, Facebook | Linktree
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Midwestern Securities is a privately owned, boutique broker-dealer and registered investment advisory firm. Established in 1996, they are owned by financial advisors and bankers and support community banks who want to start, or build a better existing, retail financial planning program to deepen roots in their communities and increase non-interest income.
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NBID is the first bank-driven reciprocal deposit network. Member banks benefit from preferential pricing, a share of network profits, and true governance over their critical deposit infrastructure.
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Ncontracts provides comprehensive vendor, compliance, risk management, and lending compliance solutions to a rapidly expanding customer base of 4,000 financial services companies in the United States. We help financial institutions achieve their compliance and risk management goals with a powerful combination of user-friendly, cloud-based software and expert services.
Our solution suite encompasses the complete lifecycle of risk, including vendor management, enterprise risk management, business continuity, compliance, audit and findings management, and cybersecurity.
The company was named to the Inc. 5000 fastest-growing private companies in America for the fifth consecutive year. For more information visit http://www.ncontracts.com or follow us on LinkedIn and Twitter.
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NEACH is a non-profit trade association with more than 45 years of experience helping members originate and receive ACH transactions. NEACH provides products, services, education, and marketing to its member institutions and other New England entities to increase the acceptance, use, and quality of electronic transactions. To learn more, visit https://www.neach.org/
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NES Group is a leader in providing all aspects of bank design, architecture, and project management for your new or existing facilities.
NES Group’s mission is to inspire and support financial institutions in building a brighter future through customized solutions and forward-thinking designs. The dedication we provide to each project is our personal commitment to present the best services, products, technology, and support team in the industry.
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Financial Innovation + Insight
Newcleus powers financial institutions and their employees by designing and administering innovative compensation, benefits planning, and financing solutions. From BOLI to 401(K) to compensation plans, our expertise includes fiduciary and regulatory compliance support.
We analyze market trends and survey experts in our field to provide our 750+ clients with the most cutting-edge financial solutions available. We are redefining the industry standard with our innovative approach to compensation and benefits solutions. Our MINTS platform, educational services, and expertise enable us to design plans that meet the unique needs of multi-generational teams.
At the heart of everything we do, our purpose is to empower our customers with solutions that strengthen their financial position and that attract and retain the best talent.
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PentEdge is an IT services firm that modernizes small and mid-size banks by combining deep industry expertise with agile technology, delivering secure, efficient, end-to-end transformation for sustainable growth.
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Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions to banks nationwide. Founded by the Federal Home Loan Bank system in 1943, Pentegra delivers retirement plans that run with less risk, greater efficiencies and improved outcomes.
Pentegra specializes in helping banks outsource retirement plan fiduciary responsibility, streamlining plan administration, reducing workloads and minimizing the risk, responsibility and liability that comes with offering a retirement plan.
With an 80-year legacy of fiduciary expertise and a level of oversight unmatched in the industry today, we offer a comprehensive array of retirement plan solutions, plan consulting, TPA services and fiduciary support.
For more information, contact John Schafer, National Leader, Financial Institutions Channel at john.schafer@pentegra.com or (317) 506-6875.
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Based in Harrisburg, Pennsylvania, Pillar+Aught is a modern, full service law firm providing sophisticated legal counsel to community banks located throughout the Northeast. Its attorneys work directly with c-suite executives, lenders, human resource managers and compliance and workout personnel, offering comprehensive and cost-effective counsel to stock and non-stock community banks and their affiliates.
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Pioneer-360 is a SOC 2 Type II Certified MSP/MSSP with expertise in IT Security and Compliance. We offer IT solutions that fit any IT environment while simultaneously reducing your risk profile.
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Piper Sandler is leading investment bank and institutional securities firm driven to help clients Realize the Power of Partnership®. Through a distinct combination of candid counsel, focused expertise and empowered employees, we deliver insight and impact to each and every relationship. Our proven advisory teams combine deep product and sector expertise with ready access to global capital.
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Plante Moran has extensive experience and technical expertise in the banking industry. From internal audit, loan review, and trust audit services to regulatory compliance, technology audit, and other risk management services, our professionals are prepared to help you address any challenge and leverage every opportunity.
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We offer financial institutions a comprehensive platform to help manage costs, drive efficiencies and broaden their product offerings. We also understand the challenging regulatory and operational environment facing financial institutions today.
When you work with PNC’s Financial Institutions Group, you will have a dedicated relationship team that is driven to define and address your challenges and provide solutions that meet your goals. We also offer insight through regular economic reports and webinars to deliver the market insight you need to make informed decisions.
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Credit/Bank Services: Provides small business loans in participation with member banks.
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PWCampbell® is an integrated services and design-build company with more than 115 years of experience creating innovative, high-performing financial spaces. We deliver end-to-end solutions that align strategy, design, construction, branding, and technology—managed seamlessly under one roof.
Through our Complete Facility Solution℠, we guide clients from data-driven facilities planning through quality-assured project completion, ensuring projects stay on schedule, on budget, and aligned with business objectives—while elevating the consumer experience. A certified Women’s Business Enterprise and SOC 2 Type II compliant organization, PWCampbell is trusted as an industry leader helping clients meet today’s demands and confidently plan for what’s next.
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RelPro’s Sales Intelligence solution enables Business Development and Relationship Management professionals to grow their business, build relationships and save time. Our easy-to-use platform integrates data from 20+ best-in-class sources covering 7+ million companies and 150+ million contacts. Leading Regional and Community Banks use RelPro to power their business development efforts.
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Riger is the oldest and largest (and most adaptable!) advertising agency business of its kind in South-Central New York State, serving a variety of business-to-business, education, financial, health care, non-profit/fundraising, retail, auto, tourism, and other consumer-oriented clients.
We are a multi-service marketing communications agency located in Binghamton, NY encompassing:
- Advertising services
- Public relations
- Media services
- Graphic design
- Copywriting services
- Research
- Sales promotion services
- Recruitment marketing
- Special events marketing
- Digital, video and print production
- Direct mail services
- Multimedia presentations
- Social media marketing
- Email marketing
- Strategic planning services
- Content creation
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Joe Haller, Executive Vice President
295 Main Street, Suite 986
Buffalo, NY 14203
jhaller@roosevelt-cross.com
John Canty, Senior Vice President
295 Main Street, Suite 986
Buffalo, NY 14203
jcanty@roosevelt-cross.com
William Welsh, Senior Vice President
55 Broadway
One Exchange Plaza, 22nd Floor
New York, NY 10005
Phone: (212) 504-9226
Fax: (212) 344-5771
Email: wwelsh@roosevelt-cross.com
Financial Services: Research, purchase, sale, underwriting, trading, distribution & marketing of bank qualified tax exempt securities
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Shield Compliance empowers financial institutions and financial service providers to deliver cannabis, Money Services Business, and other high-risk business banking services with confidence, precision, and trust.
Enhanced BSA/AML compliance tools provide bankers with rich information and timely reporting capabilities.
- Shield Assure: Ongoing account oversight and analysis to build, maintain, and scale high-risk business banking programs.
- Shield Engage: Streamlined onboarding and underwriting of high-risk business customers in a centralized and secure application experience.
Contact us to learn how we can deliver proven automation, deep integrations, configurable workflows, and trusted support so your financial institution can thrive in high-risk banking.
When it comes to high-risk business banking, Shield is In it. With you.
Follow us on LinkedIn: https://www.linkedin.com/company/shield-compliance
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Chris Kelley, Partner
Office: (207) 289-3135
Email: ckelley@smithandwilkinson.com
Executive recruitment: executive search firm specializing in talent acquisition and recruitment for community and regional banks. Engagements include C-suite, departmental and business line leaders, and skilled individual contributors.
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Solidus creates engaging, branded retail spaces for financial institutions. In business for 90 years, we pride ourselves on not hiding costs and de-risking your investment. We provide our clients with highly profitable and attractive business environments consistent with your strategy, brand and customers’ needs.
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We Believe in Community Banks
We believe community banks are essential to lives and businesses all across America. We also recognize that running a community bank in today’s economic, political, and regulatory environment is not an easy task.
That is why we exist – to equip and inspire community banks with the technology and resources they need to compete in today’s banking landscape.
Our goal is to help you win more loans, make sound investments that protect your balance sheet, and improve your operational efficiency. How community banking happens is always changing, but the why behind it — the relationships and lives you impact — will never change.
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Stifel is committed to help bank executives grow their businesses and better serve their customers. Anchored by an experienced team of financial strategists, traders, and sales representatives, Stifel provides a suite of industry-focused services related to institutional investing, loan sales, derivative strategies, asset liability management, bond accounting, and funding solutions.
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SRM is currently serving over 200 financial institutions to reduce expenses, enhance revenue and maximize bottom line performance. Drawing on its extensive experience, market insight, and proprietary benchmarking database, SRM helps banks improve their bottom line, without sacraficing qulaity or valued vendor relationships.
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For more than 40 years, Strunk has developed and implemented successful profit improvement, compliance and risk management solutions for hundreds of community FIs. We offer easy to use solutions that help FIs boost profitability – Pricing Manager and ODP Manager – and more efficiently identify and manage risk – Risk Manager. Strunk provides the focus, experience and resources your organization needs to increase net interest margin, drive fee income and streamline compliance and risk management processes – all with a money back guarantee.
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CREDIT RISK MANAGEMENT:
T.Gschwender is a diversified consulting company that has been supporting financial institutions since 1984. We like to describe ourselves as a highly sophisticated “Credit Department,” providing Independent (risk-based) Loan Reviews, CRE Stress Testing, Appraisal Reviews, Annual Reviews, Underwriting support and special project assistance. Our employees have extensive banking and corporate management experience with an excellent understanding of your needs. Using a proprietary, state-of-the-art, system enables our “risk-based” loan reviews to be among the best in the industry. For clients with electronic files, we can offer any service on a remote basis. Contact us at info@tgschwender-assoc.com.
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The Baker Group has been a trusted financial partner helping community financial institutions improve their decision-making, interest rate risk management, and investment portfolio performance since 1979.
In 1981, founder James V. Baker revolutionized financial risk management with his publication, Asset/Liability Management. In his best-selling book, Dr. Baker recommended integrating interest rate risk and investment portfolio management with balance sheet management to better monitor and measure interest rate risk and improve overall performance. By applying Baker’s “total bank” approach, community financial institutions were able to adapt to the changing market throughout the years.
Today, The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio and interest rate risk management for community financial institutions nationwide. After decades of industry service, The Baker Group continues to grow and adapt in order to better serve their financial partners.
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Services: Accounting & Auditing; Tax Planning & Compliance; Business Advisory; Personal & Business Finance
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Elizabeth Cote, Partner
elizabeth@longgrouponline.com
The Long Group’s proprietary consumer and business financial database allows financial institutions to drive revenue, control cost, and improve performance. Turn to The Long Group to deepen customer relationships, penetrate existing markets, explore new geographies and locations, improve marketing efficiency and effectiveness, examine staffing and facilitate strategic planning to chart the future.
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Community Bank consulting firm providing technology, operational improvement and strategic consulting services. CIO, COO and CFO services.
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TransWestern Capital Advisors harnesses the power of best-in-class fixed income and risk management on behalf of community banks across the country. The firm was founded and managed by bankers for bankers, and key principals have worked with community banks for 30 years.
TWC offers co-mingled and customized on-balance sheet investment solutions, including an SEC-registered mutual fund created specifically for banks that offers next-day liquidity, 20% risk-weighting, and active interest rate risk management. The firm also tailors investment and liquidity management solutions to optimize performance and manage risk, all as defined by bank leadership.
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Insurance Services
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UFS, the bank technology outfitter improves IT efficiency with bank-exclusive technology solutions while providing exceptional customer experiences. UFS empowers banks through Managed IT Services, Core Banking, Cybersecurity as a Service, IT Regulatory Compliance, Regulated Cloud Hosting, Advisory Services, Infrastructure as a Service, Digital Banking, Data Analytics and more.
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Accounting Firm: Consulting and Assurance Service
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Upgrade is a marketplace lending platform facilitating affordable responsible cards and loans to mainstream consumers. We partner with 200+ banks and credit unions to purchase these assets, including personal loans, cards, auto contracts, home improvement loans and BNPL (buy now pay later) solutions.
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We are a payment processing company that specializes in high-risk industries. We provide ACH processing, debit/credit card processing, push to card/instant funding and eCheck processing. At VMS, our partnership are designed to enhance your customers’ credit card acceptance programs and provide exceptional local customer service, all while unlocking additional revenue potential for your bank.
Bigger isn’t always better – better is better. A better, local partnership that is built on a shared commitment to quality, community and innovation means better value for your clients and your bank.”
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Stephen R. King, Director, Regulatory Compliance
Email: sking@wolfandco.com
John Doherty, Financial Institution Audit and Tax
E-mail: jdoherty@wolfandco.com
Accounting Firm/Consultant/Technology Services: Risk Management Services, Bank Audit & Tax