Service Members

ABA Insurance Services, Inc.
Endorsed Vendor
Service Member
Jason Faulkner
Senior Account Executive
5910 Landerbrook Drive, Suite 100
Mayfield Heights, OH 44124
Tel:  (800) 274-5222
Fax:  (800)456-6590
Email: jfaulkner@abais.com
Website:  www.abais.com

Endorsed by NYBA, 35% of New York banks purchase their D&O, Bond and related coverages from ABA Insurance Services. This banker-owned and directed program insures banks in all 50 states with coverage from an A.M. Best A+ rated carrier. Recognized for underwriting and claims handling expertise, the insurance program dates back nearly twenty-five years and includes an opportunity for banks to participate in a profit-sharing feature which has declared a distribution for the 20th consecutive year, totaling $71.5 million to date. For more information, visit our web site, www.abais.com , or contact Jason Faulkner, Senior Account Executive, at 1-800-274-5222 or jfaulkner@abais.com .   



Accume Partners

Service Member

Endorsed Vendor
Fred Nitting
Chief Executive Officer
80 Broad Street, 34th Floor
New York, New York
Tel: (646) 375-9500
Fax: (646) 328-0011
Website:  www.accumepartners.com

Accume Partners is an internal auditing and advisory firm specializing in Governance, Risk Management and Compliance; Operations Management; and Technology Risk Management for community banks. Since 1994, Accume Partners has served over 400 banks, helping clients identify and control risks, improve corporate governance, achieve and maintain regulatory compliance, re-engineer business processes, enhance operating performance, and align enterprise technology with business goals and strategies. For more information, visit our website at www.accumepartners.com. 

Alston & Bird LLP
Service Member
90 Park Avenue
New York, NY 10016
Tel: (212) 210-9474
Fax: (212) 922-3834
Contact: Douglas J. McClintock, Esq.
Email: douglas.mcclintock@alston.com
Website: www.alston.com

Alston & Bird is a leading national firm whose core practice areas are financial services, intellectual property, complex litigation, corporate and tax, with focuses in energy, health care and public policy. The firm has been ranked on FORTUNE magazine's "100 Best Companies to Work For" list for 12 consecutive years.

Ambassador Financial Group Inc.
Service Member
1605 N. Cedar Crest Blvd., Suite 508, Allentown, PA 18104
Telephone: (866) 240-3898; (610) 351-1633
Fax: (484) 274-6167
Contact: Michael Rasmussen: mrasmussen@ambassadorpartners.com

Ambassador Financial Group Inc. is a boutique financial services company that provides comprehensive balance sheet strategies encompassing fixed income portfolio management and execution as well as investment banking solutions to middle market institutions. Clients include community banking institutions, insurance companies, asset managers and investment advisors, ranging in size from startup entities to multi-billion dollar organizations.



Arnold & Porter LLP
Service Member
555 Twelfth Street, NW
Washington, DC 20004-1206
Contact: Robert Azarow, Partner
Email: robert.azarow@aporter.com
Phone: (212) 715-1336
Fax: (212) 715-1339
Website: www.arnoldporter.com 

Arnold & Porter attorneys, practicing in more than 25 distinct areas of the law, conduct business on six continents. Our global reach, experience, and deep knowledge allow us to work across geographic, cultural, technological, and ideological borders, serving clients whose business needs require US, EU, or cross-border regulatory, litigation, and transactional services. Commitment to our clients, community, and values. We provide the full breadth of legal resources to represent all of our clients' interests. Through interdisciplinary collaboration and specialized experience in our clients' industries, we are able to offer truly innovative and effective solutions that align with both clients’ short- and long-term business objectives. For those clients who cannot afford legal counsel, we maintain a broad and meaningful pro bono practice. With a lengthy record of excellence, we remain committed to the community at large. In 2009, we were one of the top three pro bono firms named by The American Lawyer, with an average of 150 pro bono hours per lawyer.

Bonadio Group 
Service Member
350 Fifth Avenue, 68th Floor
New York, NY 10118
Tel: (212) 736-1900
Fax: (212) 629-3219

115 Solar Street, Ste. 100
Syracuse, NY 13204-5461
Tel: (315) 471-2777
Fax: (315) 471-2128
Contacts: Joseph E. LaClair, CPA, Partner, joe.laclair@parentebeard.com
Donald R. Taylor, CPA, Partner, don.taylor@parentebeard.com
Contacts: Yana Squeri, CPA, Partner, yana.squeri@parentebeard.com 
Web Site: www.parentebeard.com

With 300 financial institution clients, Bonadio Group's financial services practice is one of the most experienced in the Mid Atlantic region. Our knowledge of banking operations, plus a core audit discipline and extensive compliance knowledge, means you get the full breadth of services your institution requires. In addition to our audit expertise, our tax professionals have developed tax savings strategies for many of our clients.

Working with you, our professionals provide an exceptional blend of technical expertise and personal service. Our size, our industry experience and our public company expertise have helped us become a recognized leader in the financial services industry. See the difference that experience makes.

Arthur J. Gallagher Risk Management Services

Service Member

Endorsed Vendor
Arthur J. Gallagher Risk Management Services
Service Member
Endorsed Vendor
1281 East Main Street
Stamford, CT 06902
Tel: (914) 697-6023 or (203) 351-8607
Fax: (914) 323-4523 or (203) 351-8601
E-Mail: lynn_cagnetta@ajg.com
Web Site: www.ajg.com
Contact: Lynn M. Cagnetta, Area Executive Vice President

Arthur J. Gallagher Risk Management Services, the third largest insurance broker in the world, specializes in risk management and alternative market insurance products. By representing our clients as consultants, brokers and administrators, AJG provides the alternatives that help control the cost of risk. AJG currently administers the NYBA Workers Compensation Safety Group Program providing significant cost savings and benefits to their members.


Arthur Warren Associates
Service Member
Arthur Warren Associates
1600 Boston-Providence Highway
Walpole, MA 02081
Tel: (508) 660-0280
Contact: Arthur Warren, Esq.
Email: arthur@afwarren.com

Arthur Warren is Principal and Owner of Arthur Warren Associates, an executive compensation advisory firm.  He is an independent consultant to Bank Boards and Executives with an expertise on a wide range of compensation issues.  Arthur has over 30 years experience and currently advises more than 100 mutual banks in 12 states. Arthur is a frequent speaker at bank industry meetings and has authored several articles addressing effective Executive and Director compensation strategies.  He was voted The Gold Winner in the Banking Consultant category in The 2008 Banker and Tradesman readers’ poll. Prior to forming his private consulting practice, Arthur was founder and President of Benefits Advisors of New England, served as Counsel to the Compensation Practice Group of Hill & Barlow, and was a Consulting Principal of Watson Wyatt Company. Arthur is a member of the Massachusetts and American Bar Associations.

Atlantic Central Bankers Bank
Service Member
Jon S. Evans
President & CEO
Atlantic Central Bankers Bank
1400 Market Street
Camp Hill, PA 17001
Tel:  (717) 737-9335, ext. 146
Fax: (717) 737-7995
E-mail:  evans@atlanticcentral.com
Website:  www.atlanticcentral.com

Atlantic Central Bankers Bank (ACBB) services the states of New York, New Jersey, Pennsylvania, Delaware, and Maryland. While community banks generally have advantages over holding company competitors in local knowledge and quality of service, when it comes to matters such as cash letter and sophisticated electronic services, credit card programs, participations, overline loans and technology issues, even a well-managed community bank can find itself at a disadvantage. Bankers banks are the answer. Bankers banks can do everything a major holding company upstream correspondent bank can do, while offering superior service and often more competitive pricing. There is a big difference though; bankers banks don't compete for your customers! Any community bank within the geographic area served by a bankers bank has the right to buy bank stock. Virtually all shareholders do business with their bankers bank, but a community bank does not need to be a shareholder to take advantage of a bankers banks services.

Correspondent banking isn't a sideline for a bankers' bank - it's our only business. And because many customers are also shareholders, we're answerable to them not only as our customers, but also as investors. Superior service and competitive pricing are the result. Moreover, a community bank that works with a bankers' bank is never providing income to, or dealing with, a potential competitor. And the products and services offered are precisely those most desired by community banks, delivered the way you want them.

Austin & Williams
Service Member
125 Kennedy Drive, Suite 100
Hauppauge, NY 11788-4017
Tel:  (631) 231-6600 Ext. 105
Fax: (631) 590-1920
Email: ken@austin-williams.com
Web Site: www.austin-williams.com
Contact:  Ken Greenberg, President & CEO

One of New York's most-awarded advertising agencies, Austin & Williams specializes in Financial Institutions.  With more than 30 years of financial experience, we know how to build your brand and drive core deposits and loans.  From checking acquisition to retention programs, our advertising and marketing is measurable and produces a strong return on investments.




BDO Consulting
Service Member
135 West 50^th Street
New York , NY   10020
Brian Mich
Managing Partner 
Tel: (212) 885-8007
Fax: (212) 515-2599
Email: bmich@bdo.com
www.bdoconsulting.com

BDO Consulting’s Financial Institution Consulting practice provides a broad range of services involving all aspects of compliance, advisory and forensic investigations to assist clients in navigating the trials of any financial climate. Comprised of former banking regulators, compliance officers and correspondent banking executives, our team assists financial institutions in complying with regulatory mandates, addressing enforcement actions and mitigating the risks associated with money laundering schemes. BDO’s professionals combine direct industry knowledge with dedicated capabilities in transaction analyses to provide mortgage lending investigation services including asset recovery, forensic loan file review and program evaluations and enhancements. In addition, our technology specialists assist clients by implementing customized, risk-based IT infrastructures, policies and procedures. BDO Consulting offers comprehensive solutions that can protect and enhance a financial institution’s reputation. 




Bankers Bank Northeast
Peter J. Sposito, President and CEO
300 Winding Brook Drive
Glastonbury, CT 06033
Tel: (860) 657-2265
Fax: (860) 633-5877
Website: www.bankersbanknortheast.com

A provider of both traditional and new correspondent banking and funding services to community banks in New York and throughout New England.  Services include, but are not limited to, cash letter, Fed funds investments, international services, letters of credit, loan services, lockbox and safekeeping.

Bank Financial Services Group
Service Member
731 Alexander Road, Suite 203
Princeton, NJ 08540
Tel: (609) 243-9395
Fax: (609) 243-8921
Contacts: John Gianacaci, Partner
               Fabrizio Duva, Vice President NE Sales
               fduva@bfsgroup.com 
Email: bfs@bfsgroup.com
Website:  www.bfsgroup.com

Bank Financial Services Group works exclusively with financial institutions to create and manage supplemental benefit plans for top executives and board members. Over 75 years of combined experience in the financial services and banking industries, and its exclusive focus on banks makes BFS uniquely qualified to design, implement, administer and finance meaningful benefit plans while positively impacting bottom-line profits.

Banking Spectrum, Inc.
Service Member
1430 Broadway, Suite 1100
New York, NY 10018
Tel: (212) 819-1922
Fax: (212) 819-1904
Contact: Carlos P. Naudon, Chief Executive Officer

Services firm providing compliance, operations, strategic planning and training expertise.  Products include manuals, forms, training programs, hotline, newsletter, and consulting services.

Buckley Sandler, LLP
Service Member
505 Fifth Avenue
New York, NY
Contact: Warren Traiger, Esq.
Tel: (212) 542-1632
Email: wtraiger@buckleysandler.com
Website: www.buckleykolar.com

Buckley Sandler LLP is a New York law firm representing many of the nation's leading banks, mortgage lenders, mortgage servicers, credit card companies, insurance companies, securities firms, and other financial services firms. 


Capital Performance Group, LLC
Service Member
Mary Beth Sullivan
Managing Partner
1025 Thomas Jefferson Street, NW
Suite 310 East
Washington, D.C.
Tel: (202) 337-7872
Website:  www.capitalperform.com

Capital Performance Group (CPG) is a management consulting firm based in Washington, DC.  Its consultants have years of experience in working with financial services companies as strategists, marketers, and operational managers. 
They understand what drives performance in the financial services industry and how to help our clients meet their business and financial objectives.  CPG offers a comprehensive range of business performance improvement services.  For more information, contact Mary Beth Sullivan, Managing Partner, at (202) 337-7872 or go to www.capitalperform.com.

CEIS Review, Inc.
Service Member
240 W. 35^th Street, Suite 802
New York, NY  10001
Tel:  (212) 967-7380
Fax:  (212) 967-7365
E-Mail:  jjhill@ceisreview.com
Website:  www.ceisreview.com
Contact:  Joseph J. Hill, President

CEIS analyzes and tests methodology underlying the specific and general allocations that are applied in the bank's periodic assessment of loan loss reserves. We develop a model than can be updated by the client. CEIS analyzes the overall portfolio experience of the last five to ten years.  This process includes reviewing the migration of loan grades, loss experience, reliability of loan grading system, changes in portfolio mix, trends in portfolio risk in view of concentrations such as large loan exposures, loan types, collateral types, industry and loan grades; delinquency an d non-accrual trends, off-balance sheet commitments, the loss experience of peers, and other factors relevant to the client portfolio profile.




Clark Consulting
Service Member
Endorsed Vendor
Website: www.clarkconsulting.com

Clark Consulting leads the industry in providing tailored executive benefit programs and strategic financing and investment solutions that help banks manage risk, optimize earnings, improve shareholder value, and realize key financial goals. Our consecutive approach has benefited nearly 2,400 financial institutions and their shareholders nationwide for over 25 years. Clark Consulting's customized products and services and multiple client solutions include placement of General Account, Separate Account and Hybrid Separate Account Bank-Owned Life Insurance (BOLI), nonqualified deferred compensation plans, long-term care programs and asset administrative solutions. Clark is endorsed by numerous banking trade organizations. 



Clearent
Service Member
220 South Central, Suite 700
Clayton, MO 63105
Tel: 866.205.7421, Ext. 230 
E-mail: wberry@clearent.com
Website: www.clearent.com
Contact: William Berry, Vice President, Financial Institution Development

Clearent is changing the way the merchant services industry does business with its proprietary acquiring platform that delivers total transparency, flexibility and unparalleled access to key business intelligence. In addition to best-of-breed technology and a full suite of products and services, Clearent’s “Better People” and “Better Process” complete the solution for clients looking for a different kind of processor.

Cohen & Gresser LLP
Service Member
Mark S. Cohen, Partner
Thomas E. Bezanson, Counsel
100 Park Avenue, 23rd Floor
New York, NY 10017
Tel: (212) 957-7600
Fax: (212) 957-4514
Email: mcohen@cohengresser.com
          tbezanson@cohengresser.com
Website: www.cohengresser.com

Cohen & Gresser is a unique law firm that offers its clients a compelling alternative in today's economy: sophisticated legal services at hourly rates that are 20% to 30% below the rates charged by large New York City law firms. The firm represents clients in complex litigation and corporate transactions throughout the U.S. and internationally. Founded in 2002 by two Michigan Law School classmates, the firm has grown to over 25 lawyers in four practice groups: Litigation and Arbitration; Corporate Law; Intellectual Property; and White Collar Defense, Regulatory Enforcement and Internal Investigations. The firm is committed to providing the efficiency and personal service of a small firm and the quality and attention to detail that are hallmarks of the top firms where we received our training. Cohen & Gresser's core values are excellence, integrity, responsiveness, and collegiality. The goal is to provide solutions, not just legal services.



COCC
Service Member
135 Darling Drive
Avon , CT 06001
Tel: (888) 678-0444
Fax: (860) 677-1169
E-Mail: joe.trafton@cocc.com
Web Site: www.cocc.com
Contact: Joe Trafton, Senior Vice President

COCC is one of the fastest-growing data processing companies in the nation, a five year FinTech 100 award winner, and a 2009 CIO 100 honoree. This client-owned company provides complete outsourced processing solutions to community banks using the latest open systems. The company consistently earns the highest service ratings in the industry. COCC continues its history of innovation with its open, .Net core processing platform built on an Oracle database. Next generation technology and outstanding client support enable COCC to integrate the most effective IT solutions at market speed.
Updated 2/24/2010

The Community Preservation Corp.
Service Member
8 East 28th Street, 9th Floor
New York, NY 10016-7943
Tel: (212) 869-5300 x511
Fax: (212) 683-0694
E-Mail: mlappin@communityp.com
Web Site: www.communityp.com
Contact: Michael D. Lappin, President

CPC is a private non-profit lender that provides construction and long-term permanent financing for a variety of project types, including single-family developments, rental apartment houses, non-luxury housing, co-ops, and special-use community facilities in New York State and New Jersey. CPC is supported by major commercial and savings banks and by New York-based insurance companies.

Crowe Horwath LLP
Service Member
488 Madison Avenue, Floor 3
New York, New York 10022-5722
Tel: 212.572.5500
Fax: 212.572.5572
E-Mail: marisa.spagnoletti@crowehorwath.com
Website: www.crowehorwath.com
Contacts: Wendy Cama 973.422.4550
Michael Rarick 212.572.5581
Marisa Spagnoletti 317.402.6716

Crowe Horwath LLP is one of the largest public accounting and consulting firms in the United States. Under its core purpose of “Building Value with Values®,” Crowe assists public and private company clients in reaching their goals through audit, tax, advisory, risk and performance services. With 25 offices and 2,400 personnel, Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Horwath International, one of the largest networks in the world, consisting of more than 140 independent accounting and management consulting firms with offices in more than 400 cities around the world.
Updated 3/11/10

Cullen and Dykman, LLP
Service Member
Thomas J. Douglas, Jr.
Partner in Charge of Banking Department
Cullen and Dykman LLP
100 Quentin Roosevelt Boulevard
Garden City, New York 11530
Tel: (516) 357-3707
Fax: (516)357-3823
E-mail: tdouglas@cullenanddykman.com
Website: www.cullenanddykman.com

Cullen & Dykman, LLP, a general practice law firm founded in 1850, has over 125 lawyers and three main New York offices located in Garden City, Brooklyn Heights and Manhattan (Wall Street). The firm represents over 25 financial institutions in a variety of legal matters, including commercial lending matters, commercial and residential foreclosures and loan workouts, collections and bankruptcy matters, residential mortgage closings, and state and federal regulatory and compliance issues. For residential and commercial loan closings, the firm has five closing locations throughout the New York City/Long Island area. The firm also handles labor, litigation, corporate, leasing, trusts and estates, and property tax grievance matters for banks and other clients.

In addition to the foregoing services, the firm's recently constituted Restructuring Group was formed to provide a multi-disciplined approach to representing clients with respect to restructuring problem loans, purchasing or selling of distressed assets and similar matters. By combining attorneys from the finance, litigation and bankruptcy departments, the firm ensures that all of the disciplines required for a successful restructuring are readily available to banks and financial institutions. The firm's Restructuring Group is available to assist its clients with all aspects of handling a problem loan or asset, whether it is a restructuring of the loan or credit facility, the exercising of rights and remedies or dealing with a bankruptcy proceeding.
updated 12/19/2009

Day Pitney, LLP
Service Member
Ronald H. Janis
Partner
P.O. Box 1945
Morristown, NJ 07962-1945
Tel:  (973) 966-826
Fax:  (973) 966-1550
E-mail: RJANIS@PHKS.COM
Website:  www.phks.com

Pitney, Hardin, LLP is a full service law firm with extensive experience in mergers and acquisitions, especially for financial institutions. The firm represents both domestic banks and foreign banks in acquisitions, as well as mortgage companies, B&C lenders, investment advisors, broker-dealers, life insurance companies and insurance agencies. The firm regularly confronts and resolves sophisticated acquisition-related issues, including regulatory compliance, fiduciary duty, executive compensation, tax, shareholder disclosure, SEC, antitrust, and ERISA and other employee benefit concerns. Our firm also has extensive experience in counseling financial institutions on how to remain independent.

Deloitte & Touche LLP
Service Member
Two World Financial Center
New York, NY 10281
Tel: (212) 436-4841
Fax: (212) 436-5977
Web Site: www.us.deloitte.com
Contacts: Christopher Cahill, Partner; Stuart Zwerling, Partner

Deloitte subsidiaries, with 42,000 employees in 102 offices in 92 cities, rank among the nation’s leading professional services firms in audit, actuarial, tax, consulting and financial advisory services across more than 20 industries. Known as an employer of choice for innovative human resources programs, Deloitte is dedicated to helping clients and people excel. Deloitte LLP is the U.S. member firm of Deloitte Touche Tohmatsu.
updated 12/29/2009

Deluxe Financial Services, Inc.
Service Member
Endorsed Vendor
Bill Kelly
Business Development Executive
Deluxe Corporation
59 Brigham Road
Grafton, MA 01519
Tel:  (973) 334-8000 
E-mail: bill.kelly@deluxe.com
Website: www.deluxe.com/products-services/financial.jsp

Being successful in today's financial arena means being flexible to the ever-changing demands and preferences of your account holders.  With Deluxe Financial Services, you'll find the programs and services you need to meet those demands, drive revenue, manage compliance and create meaningful, long-lasting relationships with your customers. Learn more at deluxe.com/connect.




Dorsey & Whitney LLP
Service Member
250 Park Avenue
New York, NY 10177
Contact: David A. Scheffel, Partner
Tel: (212) 735-0799
Fax: (917) 591-0317
E-mail: scheffel.david@dorsey.com 
website: www.dorsey.com 

Dorsey & Whitney provides high quality legal services. We represent federal and state-chartered savings banks, bank and thrift holding companies, and national and state-chartered banks. We provide a broad range of services to banks and mortgage lenders involving litigation and counseling with respect to bank regulatory and transaction matters.

Elan Financial Services
Endorsed Vendor
Service Member
Robert A. Castellano

Vice President
Elan Financial Services
12 Garrity Road
Burlington, MA 01803
Tel: (781) 273-5590
Cell:(781) 552-9161
E-mail: Robert.Castellano@elanfs.com
Website: www.elanfinancialservices.com

Elan Financial Services has a long and proven heritage in ATM driving and EFT processing. It is one of the largest ATM and POS service providers in the United States, driving over 36,000 ATMs in all 50 states on behalf of Financial Institutions, Independent Sales Organizations, and Retailers. The company processes over 368 million annual transactions and manages over 4.1 million cardholder accounts for more than 1,800 clients. Today, the company ranks nationally as the 2nd largest network terminal driver and the 4th largest transaction switch.



Environmental Data Resources
Service Member
Contact: Michael Smith, Regional Manager
Email: smith@edrnet.com
Phone: (203) 783-0300
Fax: (203) 841-1035

Website: www.edrnet.com 

As the innovator of the largest and most accurate database of environmental and historical land use information in the world, each of our offerings is based on information and expertise that simply does not exist anywhere else. EDR has become the leading provider of environmental risk information in the United States by focusing relentlessly on understanding and serving the unique needs of our customers in all the industries we serve. Our customers include environmental professionals, lenders, corporations, law firms, insurance companies, government agencies and real estate professionals. Throughout our history, EDR has played a leading role in defining national environmental due diligence and risk management standards. EDR employees are thought leaders in the industries we serve and frequently act as speakers, writers and commentators on a wide range of environmental due diligence topics.

Essex National Securities, Inc.
Endorsed Vendor
Service Member
215 Gateway Road West
Napa, CA 94558
Tel: (707) 251-2190
E-Mail: rkoll@ensinet.com
Web Site: www.essexcorporation.com
Contact: Richard J. Koll, Managing Director - National Sales

Essex Corporation is one of the oldest and largest marketing firms for banks in the country. We offer a complete range of investment services, which includes fixed and variable annuities, mutual funds, equity and fixed-income investments, as well as life insurance. With the very successful Investors Marketplace program, our community bank clients can offer their customers services not available from their competitors.

We are a regional professional accounting firm with offices in Syracuse, Utica, Oswego and Auburn, New York. We specialize in providing accounting, external and internal auditing, tax, and consulting services to financial institutions.



Federal Home Loan Bank of New York

Service Member

Adam Goldstein, Senior Vice President, Head of Sales and Marketing
Federal Home Loan Bank of New York

101 Park Avenue

New York, NY 10178

Tel:  (212) 441-6703

Fax: (212) 949-0231
Email: goldstein@fhlbny.com

Website: www.fhlbny.com

 
As a privately-owned, federally-chartered corporation, the Home Loan Bank provides wholesale credit and correspondent products and services to lenders in New Jersey, New York, Puerto Rico and the U.S. Virgin Islands. Your partner in community lending, we offer products and services to help you more effectively meet your customers' needs and your CRA responsibilities.

Federated Investors Inc.
Service Member
Paul A. Uhlman
Vice President
Federated Investors Inc.
1001 Liberty Avenue
Pittsburgh, PA 15222-3779
Tel:  (800) 245-5000
Fax:  (412) 299-1982
E-mail:  puhlman@federatedinvestors.com
Website:  www.federatedinvestors.com

Founded in 1955, Federated Investors, Inc. is one of the largest investment management and financial services organizations in the U.S., managing approximately $118 billion in more than 175 mutual funds and separate accounts. Financial professionals nationwide invest in Federated's equity, international/global, bond, and money market products on behalf of individual investors and institutions.

Fidelity Investments
Service Member
540 Fifth Avenue
New York, NY 10019
Tel:  (212) 335-6420
Website:  www.fidelity.com

Fidelity offers a wide array of products and services designed to help meet the needs of bank trust departments, broker dealers, capital markets departments and retail banking. These include: Fidelity Advisor Funds for customers' investment portfolios, institutional money market funds, asset management services, including model portfolios, marketing materials and investment newsletters, bank employee training programs, marketing support to help integrate mutual funds within a bank, and turnkey 401(k) program supported by effective employee communication materials.

Financial Services, Inc.
Service Member
21 Harristown Road
Glen Rock, NJ 07452
Tel:  (201) 652-6000/(888) 374-6200
Fax:  (201) 652-7862
Web Site:  www.insidefsi.net
Contacts:  Brian McAllister, 201-652-6000, ext. 202
               Email: bmcallister@insidefsi.net
John J. Schunke, President, Email: jjschunke@insidefsi.net
John Schunke, Sales Executive

Providing turnkey solutions for our customers since 1954, Financial Services, Inc. (FSI) is one of the largest independently owned Data Processing and Item Processing solution providers to the banking services industry. Clients range from de novos to multi-billion dollar community banks.  FSI is committed to a complete, worry-free integration of its products and services. Whether through our core banking system, internet and bank by phone services, our item processing capabilities, our hardware sales and support division or any of our other customer centric services, FSI offers you a turnkey solution that enables banks to do what they do best, banking.

Financial Solutions Partners, LLC
Service Member
600 Madison Avenue
25th Floor
New York, NY 10022
Tel:  (212) 508-5340
Fax:  (212) 508-5341
Website:  www.financialsolutionspartners.com
Contact:  Jeremiah J. Reen, Sr., Principal, jrennsr@financialsolutionspartners.com

 

Fiserv, Inc
Service Member
151 National Drive
Glastonbury, CT 06033
Phone:  (860) 529-1539
Fax:  (860) 652-1223
Website: www.fiserv.com.
Contact:  Mike Muszynski, mike.muszynski@fiserv.com
         
Fiserv, Inc. (NASDAQ: FISV) is the leading global provider of information management and electronic commerce systems for the financial services industry, driving innovation that transforms experiences for financial institutions and their customers. Ranked No. 1 on the FinTech 100 survey of top technology partners to the financial services industry, Fiserv celebrates its 25^th year in 2009. For more information, visit www.fiserv.com. 

FI-TEK, LLC
Service Member
333 Thornall Street, 2nd Floor
Edison, NJ 08837
Tel: (732) 632-8194
Fax: (732) 632-8191
Contact: Kevin V. Fisher, Senior Managing Director
Email: kfisher@fi-tek.com

FI-TEK is a technology company that supports trust companies as wealth management firms, as well as the hedge fund industry. TrustPortal is a trust and investment management system on a single, web-based platform for trust banks. HedgeTek is a partnership accounting system for hedge funds and hedge fund administrators. 

Grant Thornton LLP
Service Member
60 Broad Street
New York, NY 10004
Tel: (212) 624-5210
Fax: (212) 422-0144
Email: George.Mark@gt.com
Web Site: www.grantthorton.com
Contacts: George R. Mark, Partner, Financial Institutions Industry Leader

Grant Thornton International is the world’s largest leading accounting, tax and business advisory organization dedicated to mid-size companies. Through its network of 585 offices in 110 countries, including 50 offices in the U.S., partners of the member firms of Grant Thornton provide personal attention and seamless service delivery to public and private clients around the globe.



Great Lakes Capital Fund
Service Member
1000 W. Washington Avenue
Lansing , MI   48910
Contact:  Dennis Quinn, Senior Vice President
Tel:  (313) 841-3751 Ext. 1317
Email:  dquinn@capfund.net
Website:  www.capfund.net

Great Lakes Capital Fund (GLCF) helps socially responsible corporations invest in affordable housing and community economic development activities.  GLCF raises capital from corporations and financial institutions, and invests these resources into real estate development partnerships.  GLCF, a federally certified Community Development Financial Institution (CDFI), offers investments in federal Low Income Housing Tax Credits (LIHTC), New Markets Tax Credits (NMTC), Historic Tax Credits and provides financial solutions to commercial and multifamily housing developers.  Since its inception, GLCF has invested in more than 500 affordable housing communities and $1.5 billion in a multi-state footprint.  For nearly two decades, investors in GLCF funds have consistently received superior investment results and high impact community investment opportunities.

Griffin Financial Group LLC
Service Member
485 Madison Avenue, 20th Floor
New York, NY 10022
Tel: (610) 478-2160
Email: jmh@go2griffin.com
Contact: Joseph M. Harenza, CEO and Senior Managing Director

Griffin Financial Group is an investment banking firm that provides merger and acquisition advisory and strategic consulting services, and assists companies in obtaining financing through institutional placements of debt, mezzanine capital and equity. Clients include both healthy and financially challenged businesses, including those operating under the protection of a bankruptcy court.



Hahn & Hessen LLP
Service Member
488 Madison Avenue
New York, NY 10022
Tel:  (212) 478-7420
Fax:  (212) 478-7400
Email:  jmccahey@hahnhessen.com
Contact:  John P. McCahey, Partner
Website:  www.hahnhessen.com

Founded in 1931, Hahn & Hessen LLP is a law firm which represents financial institutions in all aspects of financial and commercial transactions and related disputes.  Our practice groups (Bankruptcy, Business Finance, Litigation, Corporate Securities, Real Estate, Trusts and Estates, and Equipment Leasing) interact extensively with each other in servicing our clients’ needs and we counsel over thirty of the world’s largest financial institutions.  Our clients seek our advice because of our knowledge and understanding of the types of business transactions in which they are engaged and our responsiveness and practical approach to problem solving.

Hinman, Howard & Kattell
Service Member
Contacts: James W. Orband, Managing Partner
P.O. Box 5250
Binghamton, NY 13902-5250
Phone:  607-762-6727
Fax: 607-723-6605
Clifford S. Weber, Partner
106 Corporate Park Drive, #317
White Plains, NY 10604
Tel: (914) 694-4102
Fax: (914) 694-4510
E-Mail: cweber@hhk.com
Website:  www.hhk.com

A full-service law firm providing corporate, transactional, and regulatory services to financial institutions.

Hogan & Hartson LLP
Service Member
555 Thirteenth Street, NW
Washington, DC 20004
Tel: (202) 637-8575
Fax: (202) 637-5910
Website: www.hhlaw.com
Contacts:  Stuart G. Stein, Partner
Daniel R. Keating, Partner

Hogan & Hartson provides bank regulatory and corporate, securities and transactional legal services to community and regional financial services companies.  Our clients include federal and state-chartered savings banks and savings associations, national and state-chartered banks and trust companies, and bank and thrift holding companies.  Attorneys in our Financial Services Practice offer the knowledge and experience to handle regulatory issues and applications, corporate and securities transactions, mergers and acquisitions, Director and shareholder matters, conversions, technology issues, legislative matters, and supervisory and enforcement issues.  Our group includes attorneys who formerly served as senior staff of federal banking agencies and of the Securities and Exchange Commission.



ICS Risk Advisors
Service Member
1350 Broadway
Suite 602
New York, NY 10018
Phone: (888) 250-4400
FAX: (212) 946-4708
Email: jsoffronoff@icscompliance.com
Website: www.icsriskadvisors.com
Contact:  John Soffronoff, President
              JSoffronoff@icsriskadvisors.com        

ICS is a leading provider of regulatory compliance services to the financial services industry. We team with over 400 institutions by providing compliance support services tailored to each institution's unique compliance needs.  ICS employs experienced professionals who are former regulatory examiners, compliance officers and/or industry specialists.  ICS's services include: Compliance Support Programs, Compliance Risk Assessments, Special Compliance Projects and Consulting, Regulation-specific Assistance, BSA/AML Independent Testing, Technology Compliance, Examination Assistance, and Training.

Institutional Insurance Group, LLC
Service Member
Matthew Henebry
Managing Director
15R Hartford Avenue, Suite 2EF
P.O. Box 228
Granby, CT  06035
Tel:         (860) 413-3600
Toll Free: (800) 230-9272
Fax:         (860) 413-3603
Contact: Matthew Henebry, mhenebry@institutional-insurance.com 
             James M. McKeone, Chief Executive Officer, jmckeone@institutional-insurance.com
             Mike Tuttle, Senior Partner
Website: www.institutional-insurance.com

The firm provides BOLI advisory services to banks around the country, but largely situated in New York State. Services are targeted to assist banks in better managing existing blocks of BOLI from a credit and return standpoint, while having access to all markets for new products. Our personal relationships in this market have spanned years, and we have worked diligently on behalf of our clients, especially throughout the economic uncertainty of the 2008-2009 financial markets.

Jack Henry & Associates, Inc.
Service Member
Karen McDonald
Marketing Communications Manager
663 West Highway 60
Monett, MO 65708
Phone: (417) 235-6652
Fax: (417) 236-8959
E-mail: kmcdonald@ jackhenry.com
Website: www.jackhenry.com

Jack Henry & Associates is a business strategy enabler operating as a single source for totally integrated, enterprise-wide automation.  Their mission is to enable diverse financial institutions to execute their dynamic business strategies with sophisticated, technology-driven solutions that are tailored to support their unique growth, service, operational and profit goals.  In an industry known for fly-by-night companies, Jack Henry & Associates has been around long enough to assume a patriarchal position.  They’ve been providing fully integrated technology systems to financial institutions since 1976. And publicly held since 1985.   That’s a long time in this world of start-ups and acquisitions.

Consistent growth in the 90’s helped Jack Henry & Associates become one of

the Top 100 Small Businesses in America.  But more importantly it confirmed that

the Jack Henry way of doing business - doing everything possible to assure

its customers’ success - is the right thing to do.  
 

For more information, contact Karen McDonald, Marketing Communications

Manager, at 417-235-6652, kmcdonald@ jackhenry.com or go to www.jackhenry.com
 

Jackson Lewis LLP
Service Member
58 South Service Road, Ste. 410
Melville, NY 11747
Tel: (631) 247-0404
Email: siegelp@jacksonlewis.com
Website: www.jacksonlewis.com
Contacts:  Paul J. Siegel, Partner

With 300 attorneys in 20 major locations, Jackson Lewis is one of the largest workplace law firms in the U.S.  The firm's practice is devoted exclusively to labor, employment, benefits and immigration law on behalf of management.

Jaspan Schlesinger LLP/Antonia M. Donohue, Esq.
Service Member
300 Garden City Plaza, 5th Floor
Garden City, NY 10013
Tel:(516) 393-8217
Fax: (516) 393-8282
Contact: Antonia M. Donahue, Esq.
Email: adonohue@jaspanllp.com
Website: www.jaspanschlesinger.com

Jaspan Schlesinger LLP is a law firm specializing in bank litigation, including foreclosure and bankruptcy, commercial lending, mortgage lending and asset-based lending.  The firm also has a full general practice including corporate, real estate, trusts and estates, municipal law, tax certiorari, zoning, and other litigation.

JPMorgan Chase I-Solutions

Endorsed Vendor

Service Member

Chris Redvers, Product Analyst

1 Chase Manhattan Plaza

9th Floor

New York, NY 10005-1401

Tel:  (212) 552-0494

Fax: (212) 383-0722

Email: redvers_chris@jpmchase.com

JPMorgan Chase specializes in providing solutions to correspondent banks.  In addition to our full array of treasury management services, we also help you manage loan growth and interest rate risk, expand credit capabilities and invest excess funds.  We understand what it takes to operate a profitable, high-performing financial institution, and we can assist your institution in achieving its goals.  i-VAULT! is a NYBSCO-endorsed product and JPMorgan Chase is a NYBA bank member.

Kaplan & Associates, Inc.

Service Member

Alan J. Kaplan

President & CEO
1220 Medford Road
Wynnewood, PA 19096
Tel: (610) 642-5644

Email: alan@kasearch.com

Dara J. Klein
Principal
Tel: (610) 667-1482
Email: dara@kasearch.com

K&A is a retained executive search and talent consulting firm focused on the banking industry.  K&A partners with Boards and CEOs to provide advice on the identification and assessment of new leaders, senior operating executives and Directors.  The firm is an acknowledged leader in the fields of talent management and leadership succession across the banking and financial services industry.  K&A has completed assignments for every executive position in banking, including over thirty President/CEO positions.  In addition to its core executive search capabilities, the firm assists clients with the confidential assessment of management teams as part of succession planning and management development efforts, as well as for acquisition due diligence, regulatory review, or capital investment.  K&A is the country’s only executive search firm member of both the American Bankers Association and the New York Bankers Association.

The Kafafian Group, Inc.
Service Member
Robert E. Kafafian
President & CEO
The Kafafian Group, Inc.
2001 Route 46, Suite 209
Parsippany, NJ 07054
Tel: (973) 299-0300, ext. 106
Fax: (973) 299-1002
E-mail: rkafafian@kafafiangroup.com
Website: www.kafafiangroup.com

The Kafafian Group, Inc. ("TKG") is a finance, strategy, and operations consulting firm that specializes in Performance Measurement, Profitability Outsourcing, Strategic and Business Planning, Profit/Process Improvement, and Investment Banking Advisory Services for the Financial Industry. TKG has helped over 300 financial institutions improve their back-office operations, use systems more effectively, and develop better management information and reporting.  The Group is widely recognized as authorities on performance measurement and profitability analysis and reporting, and has developed a cost-effective profitability outsourcing solution for community banks. TKG has served clients in more than 40 states ranging in asset size from $16 million to over $100 billion. 

Keefe, Bruyette & Woods, Inc.
Service Member
Pat McJoynt
Managing Director
Keefe Bruyette & Woods
10 S. Wacker Drive, Suite 3400
Chicago, IL 60606 
Email:pmcjoynt@kbw.com
Tel: (312) 423-8272
Cell: (614) 395-0189

Provider of investment banking services to financial institutions, including conversion stock offerings, M&A transactions, secondary stock offerings, financial advisory assignment, and shareholder enhancement efforts.




Keane
Service Member
1001 Avenue of the Americas, Floor 14
New York, NY  10018
Tel:  (212) 764-8666
Fax: (212) 764-1424
Contact: Michael Ryan, Senior Vice President, (212) 764-8666 ext. 135
Email:  MRyan@keaneup.com
Website:  www.keaneup.com

Keane is the number one provider of unclaimed property communications, compliance, and consulting services in the country.  From customized communications programs and data analysis to in-depth consulting and annual compliance reporting, Keane provides corporations, mutual funds, banks, brokerages, and transfer agents with a depth and breadth of services that is unmatched. Each Keane service helps clients reduce costs, protect shareholders, or retain customers while successfully navigating the complexities of unclaimed property regulations. 

Kilpatrick Townsend & Stockton LLP
Service Member
607 14th Street, NW, Suite 900
Washington, DC 20005
Contact:  Paul M. Aguggia, Esq., Partner
Tel: (202) 508-5812
Fax: (202) 204-5624
Email:  paguggia@kilpatricktownsend.com
Contact: Stephanie K. Sherman, Business Development Manager
Tel: (202) 824-1431
Cell: (202) 286-0670
Email: ssherman@kilpatricktownsend.com 
Website:  www.kilpatricktownsend.com

Kilpatrick Townsend & Stockton LLP is law firm that specializes in corporate, finance and securities matters, including general corporate law, public and private securities offerings, securities regulation and reporting, financial services regulation, strategic alliances, joint ventures, mergers and acquisitions and employee benefits and executive compensation and tax law. They advise clients on a wide variety of complex legal and regulatory issues, including major transactions such as initial public offerings, public and private securities offerings, corporate reorganizations, and mergers and acquisitions. Many of their attorneys have held senior level positions at the Securities and Exchange Commission or at another federal agency such as the Federal Home Loan Bank Board (predecessor to the Office of Thrift Supervision), Office of the Comptroller of the Currency, the Commodity Futures Trading Commission and the Department of Housing and Urban Development, before entering private practice. Their attorneys are in frequent contact with the staff of federal regulatory agencies to obtain up-to-the-minute information on regulatory changes and interpretations for the benefit of their clients.

KPMG LLP
Service Member
757 Third Avenue
New York, NY 10017
Michael E. Guerrasio, Audit Partner
Tel: (212) 872-5701
Email: mguerrasio@kpmg.com
Brian C. Flynn, Tax Partner
Phone: (518) 427-4604
Email: bflynn@kpmg.com

One of the world's foremost professional accounting firms, KPMG provides a broad range of audit, tax, management consulting, and other services through more than 100 operating offices in the U.S.  Client base for audit and accounting services to thrift institutions currently exceeds that of any other accounting firm, and includes over 50 percent of top 300 thrift institutions.  Other services include tax consultation, planning and compliance, acquisition advisory, strategic corporate planning, stock conversion, branch evaluation, human resources, executive compensation, and employee benefits consulting.

Lamb & Barnosky, LLP
Service Member
Patrice Dowd-Shenn
Partner
534 Broadhollow Road
Melville, NY 11747
Tel:( 631) 694-2300
Fax: (631) 694-2309
Website:  www.lambbarnosky.com
Contact:  Patrice Dowd-Shenn, Partner,  pds@lambbarnosky.com

Lamb & Barnosky, LLP, one of Long Island's largest and most respected full-service law firms, representing a wide variety of corporate, municipal and individual clients. Since the firm was founded in 1981, it has been guided by and remain true to the principle that all work be performed in accordance with the highest professional and ethical standards. The firm enjoys an AV rating from Martindale-Hubbell, the nationally recognized legal directory, for the highest standard of legal ability and professional standards of conduct and ethics. It has also been named to the National Register of Preeminent Lawyers. For more information, contact Patrice Dowd-Shenn, Partner, at (631) 694-2300 or visit www.lambbarnosky.com.

Locke Lord Bissell & Liddell LLP
Service Member
701 8th Street, NW
Suite 701
Washington, DC 20001
Tel: (202) 220-6900
Fax: (202) 220-6945
Email: dfaucette@lockelord.com
Website: www.lockelord.com
Contact:  Douglas Faucette, Partner

Locke Lord Bissell & Liddell LLP is a full-service, national law firm of approximately 700 attorneys with offices in Atlanta, Austin, Boston, Chicago, Dallas, Houston, London, Los Angeles, New Orleans, New York, Sacramento, and Washington, DC. The firm represents domestic and international banking and financial services institutions in corporate governance, transactional, SEC and bank regulatory and litigation-related matters.

Luse Gorman Pomerenk & Schick, P.C.
Service Member
5335 Wisconsin Avenue, NW, Suite 780
Washington, DC 20015
Tel: (202) 274-2000
Fax: (202) 362-2902
Contacts:
Eric Luse, Partner
Email: eluse@luselaw.com
John J. Gorman, Partner
Email: jgorman@luselaw.com
Alan Schick, Partner
Email: aschick@luselaw.com
Website: www.luselaw.com

Washington, DC law firm specializing in financial institutions, regulatory and corporate matters, including mutual-to-stock conversions, mergers and acquisitions, executive compensation, and mutual holding companies.




Marcum & Kliegman LLP
Service Member
10 Melville Park Road
Melville, NY 11747
Tel: (516) 414-4000
Fax: (516) 414-4001
Website:  http://www.marcumllp.com
Contact:  Raymond Kelly
Email:  ray.kelly@marcumllp.com

Certified Public Accountants and Business Consultants.




McLagan
Service Member
1600 Summer Street, Suite 601
Stamford, CT 06905
Tel: (203) 359-2878
Fax: (203) 323-9851
Contact: James C. Bean

McLagan is the financial services industry's leading compensation consulting, productivity and performance benchmarking firm. At McLagan, we help our clients make better decisions by applying market pay and performance information to their business problems.

McNamee, Lochner, Titus & Williams, P.C.
Service Member
Harry P. Meislahn
McNamee, Lochner, Titus & Williams, P.C.
677 Broadway
Albany, NY 12207
Tel:  (518) 447-3264
Fax: (518) 426-4260
E-mail: MEISLAHN@MLTW.COM
Website: www.mltw.com

McNamee, Lochner, Titus & Williams, P.C. is one of the major law firms in New York's Capitol District. Founded in 1863, it provides comprehensive legal services to a broad spectrum of clients. While the firm provides advice in a wide range of practice areas, it has been recognized for its depth and strength in counseling a large number of financial service providers throughout the state. McNamee's 34 attorneys work closely with financial institutions in lending, risk management, workouts and collection, complex financial litigation, compliance and regulatory issues, and legislative reform and policy development.

Merrill Lynch Institutional Advisory Division
Service Member
Michael A. Murphy, Senior Vice President & Account Executive In Charge
100 Jericho Quadrangle, PO Box 787
Jericho, NY 11753
Tel: (516) 827-3282
Fax: (516) 935-5330
Email:  mmurphy4@exchange.ml.com

Merrill Lynch is one of the world's leading wealth management, capital markets and advisory companies, with offices in 40 countries and territories and total client assets of approximately $1.6 trillion.Merrill Lynch offers a broad range of services to private clients, small businesses, and institutions and corporations, organizing its activities into two interrelated business segments - Global Markets & Investment Banking and Global Wealth Management, which is comprised of Global Private Client and Global Investment Management.  As an investment bank, it is a leading global trader and underwriter of securities and derivatives across a broad range of asset classes and serves as a strategic advisor to corporations, governments, institutions and individuals worldwide. Merrill Lynch owns approximately half of BlackRock, one of the world's largest publicly traded investment management companies, with more than $1 trillion in assets under management.  We’re growing our business by helping clients grow theirs. Our client relationships are among our greatest competitive assets. We deepen and enrich these relationships through disciplined growth, innovation, and seamless execution.



National  Investors Title Insurance Company
Endorsed Vendor
Service Member
15 Fishers Road Suite 112
Pittsford, NY 14534
Tel: (585) 586-3322, (888) 346-4577
Fax: (585) 586-3130
Email: tmclaugh@invtitle.com 
Contact: Tim McLaughlin, Vice President - Multi-State Marketing

Headquartered in Chapel Hill, North Carolina, National Investors Title Insurance Company (NITIC) provides title insurance in New York for real estate owners and mortgages through issuing agents. NITIC assists banks in becoming owners of title insurance agencies to capture non-interest income. Investors Title Company, NITIC's holding company, is publicly held and traded on NASDAQ under the ticker symbol "ITIC."  National Investors Title has superior financial stability and ability to pay claims.

New York Business Development Corporation (NYBDC)
Service Member
Patrick MacKrell
President
NYBDC
50 Beaver Street, 6th floor
Albany, NY 12207
Tel:  (518) 463-2268
Fax: (518) 463-0494
E-mail: mackrell@nybdc.com
Website: www.nybdc.com

The NYBDC mission is to promote economic activity within New York State in partnership with its 135 member banks. Banks provide loan referrals to NYBDC. NYBDC: 1) offers small business loans, 2) assists banks in accessing loan programs from the U.S. Small Business Administration, and 3) gives access to capital to minority and women-owned businesses that otherwise is not available to them.

Nixon Peabody LLP
Service Member
Bruce Baker
Partner
Nixon Peabody LLP
1300 Clinton Square
Rochester, NT 14604
Tel:  (716) 263-1232
Fax:  (716) 263-1600
Website: www.nixonpeabody.com

With over 480 attorneys in 11 cities, Nixon Peabody LLP has the experience, the people, and the technical resources to handle a broad spectrum of legal matters, from complex transactions for Fortune 500 companies to organizing and nurturing start-ups.  We are both big and small.  We have the resources that come with size, but we work in smaller, client-oriented teams that have not only first-rate legal skills, but also project management skills and a knowledge of the client's business.

Northeast Capital & Advisory, Inc.
Service Member
Arthur L. Loomis, II
President
80 State Street , 9th Floor
Albany , NY 12207
Tel: (518) 426-0100
Fax: (518) 426-0104
Website: www.northeastcapital.net
Email: alloomis@ne-capital.com

Provides investment banking and consulting services to financial institutions, including mergers and acquisitions, branch purchases and sales, mutual-to-stock conversions, mutual holding company conversions, merger conversions, strategic planning and performance enhancements, valuations, private placements, and public offerings.  Northeast Capital is committed to long term relationships through responsiveness, quality, and value.  As such, our average client retains us for at least six assignments.

Open Solutions Inc.
Service Member
455 Winding Brook Drive
Glastonbury, CT 06033
Tel: (713) 965-1486
Fax: (713-965-8405) 
Cell: (832) 425-4771
Email:  corinne.schmidt@opensolutions.com
Website:  www.opensolutions.com
Contact: Corrine Schmidt, Marketing Manager, Core Banking

Open Solutions Inc. offers banks a fully-featured strategic product platform that integrates core data processing applications built on a single centralized Oracle relational database with an array of complementary solutions.  Internet banking, financial accounting tools, electronic image/item processing, Check 21 solutions, CRM/business intelligence, and payment and loan origination solutions are just some of the tools we offer to help financial institutions better manage their customer relationships and better compete in today's aggressive financial services marketplace.

Oppenheimer & Co. Inc.
Service Member
115 Broadhollow Road, Suite 150
Melville, NY 11747
Telephone: (212) 667-7140; (631) 425-8545
Fax: (631) 425-8551
Contact: Michael A. Murphy, Managing Director, Fixed Income Capital Markets: mike.murphy@opco.com

Oppenheimer & Co. Inc. is a U.S.-based investment banking and securities brokerage firm. From over 80 national offices and a number of foreign jurisdictions, we offer a broad spectrum of services and provide a wide range of financial products and research to investors and institutions. Oppenheimer has always demonstrated strength in fixed income securities. Recently, completing a major build-out of our Taxable and Municipal Fixed Income Sales as well as our fixed income trading desks adding experienced sales professionals with established track records. Now more than ever, we offer skilled assistance with the distribution, trading and underwriting of a wide variety of fixed income securities, including Mortgage Backed Securities, Government Agencies, Treasuries, corporate bonds, project loans, CRA Eligible Pass-Throughs and bank-qualified municipal securities. Our sales and trading professionals are committed to acting on the recommendations of our nationally recognized research function collaborating with other parts of the company, and providing clients with insightful investment ideas, superior client service and skilled order execution.

Optimum System Products, Inc.
Service Member
Optimum System Products, Inc.
101 Popular Street
Scranton, PA 18509
Tel:  (570) 207-5130
Fax: (570) 343-6361
Email: wwhipple@opoffice.com
Website: www.opoffice.com
Contact:  Wayne Whipple

Optimum System Products is recognized as an industry leader in client profitability through providing business products, printing, technology and marketing services delivered with exceptional customer experiences.  Specializing in the unique needs of financial institutions, Optimum is a “one source resource” that has been fulfilling the needs of more than 1,000 community banks nationwide for over 20 years.  Optimum guarantees to reduce employee time and product costs by a minimum of 15%.  A typical community bank saves $22,600 annually.
A bank’s inventory and purchases are assets and that is how Optimum treats them.  Bank management receives reporting that tracks spending by branch, department or cost center.  The information provided also permits treating inventory as a prepaid asset and expensing only what is consumed each month.  The bank benefits by utilizing the program in browser based technology – therefore no need to buy, install or maintain additional software.  
Streamline processes and make your bank more efficient by using Optimum’s Supplies Outsourcing Services (SOS) program.  If you are looking for a product or service, call Optimum, your procurement and sourcing experts for “Solutions that Revolve around You.”



P&G Associates
Service Member
Megan Hunter
Firm Services Manager
646 Highway 18
East Brunswick, NJ 08816
Tel.: (877) 651-1700
Fax: (732) 651-1195
Website:  www.pandgassociates.com

P&G Associates is a leading service provider of risk management solutions in the New York Metropolitan area. Established in 1991, P&G Associates is exclusively dedicated to serving the risk management and internal audit needs of community financial institutions. P&G operates in New York, New Jersey, Florida and Illinois, with clients ranging in asset size from $100 million to $3 billion.

PAETEC
Service Member
600 WillowBrook Office Park
Fairport, NY 14450
Contact: Scott MacCloy, Director, Industry Solutions
Tel: (860) 656-0308 or (860) 670-7850
Email: scott.maccloy@paetec.com
Website: www.paetec.com
Contact: Alan Rosenberg, NY Financial Markets Sales Representative
Tel: (518) 724-2033
Email: alan.rosenberg@paetec.com

Headquartered in Rochester,NY, PAETEC is personalizing business communications and providing local support for Financial Institutions and businesses in 85 markets across the United States.  Our Financial Market Industry Team has worked with the banking industry to design a comprehensive suite of IP, Management software, network security, data center, and managed service solutions designed with security and compliance needs in mind. PAETEC also has an energy business to compliment these services and operates in New York.  For more information, please contact our New York Financial Markets Sales Representative Alan Rosenberg at alan.rosenberg@paetec.com or 518-724-2033.

Pearl Meyer & Partners
Service Member
132 Turnpike Road, Suite 300
Southborough, MA 01772
Tel: (508) 630-1493
Fax: (508) 460-9601
Email: susan.odonnell@pearlmeyer.com
Contact: Susan O'Donnell, Managing Director

Pearl Meyer & Partners is an independent compensation consulting firm serving community banks across the Northeast.  We specialize in issues related to executive compensation, Board/Director compensation, short-term incentives, long-term incentives/equity performance measurement, succession planning, governance and disclosure, and staff compensation.



Pentegra Retirement Services
Service Member
Contact: Robert C. Albanese, President & CEO
Email: ralbanese@pentegra.com
Phone: (800) 433-4422
Fax: (914) 694-9384
Website: www.rsgroup.com

Pentegra was founded by the Federal Home Loan Bank System in 1943 to offer a retirement program for its employees. And while we have never lost our focus on local institutions, we have grown along with many of our clients to manage more than 1,200 retirement plans with over $6.5 billion in retirement plan assets. Our unbiased approach allows us to fully focus on objectives that meet your goals, and deliver a better bottom line for you and your participants.  Pentegra has earned the endorsements of trade organizations and industry partners who recognize the need for enduring and trusted retirement providers.

Phillips Lytle LLP
Service Member
Raymond H. Seitz
Partner
Phillips Lytle LLP
3400 HSBC Center
Buffalo, NY 14203
Tel:  (716) 847-7065
Fax:  (716)852-6100
E-mail: rseitz@phillipslytle.com
Website:  www.phillipslytle.com

Founded in 1834, Phillips, Lytle is a premier banking and commercial law firm that represents commercial and thrift financial institutions in mergers and acquisitions, commercial and asset-based financing, real estate financing, consumer financing, development financing, tax exempt and taxable industrial revenue bonds, bankruptcy and workouts, tax and pension matters, environmental matters, trust and estates matters and intellectual property matters. Phillips, Lytle also has a significant corporate clientele which ranges from publicly listed multi-nationals to small closely-held businesses. Phillips, Lytle has New York State offices in Albany, Buffalo, New York, Rochester, Jamestown, and Fredonia.



Platzer, Swergold,  Karlin, Levine, Goldberg & Jaslow LLP
Service Member
1065 Avenue of the Americas
New York, NY 10018
Website: www.platzerlaw.com
Contact: Sherri D. Lydell, Partner
Email: slydell@platzerlaw.com
Tel: (212) 593-3000
Fax: (212) 593-0353
Contact: Howard Jaslow, Partner
Email: hjaslow@platzerlaw.com
Tel: (212) 593-3000
Fax: (212) 593-0353

The law firm of Platzer, Swergold, Karlin, Levine, Goldberg & Jaslow, LLP was founded on the principal that a client’s interests can be fully protected through informed, insightful yet cost-efficient legal representation. As attorneys and business people, we appreciate that retaining legal counsel is a means and not an end.  Mindful of the cost of legal representation, we seek to aggressively pursue the interests of our clients without generating burdensome and unnecessary fees. With roots that go back more than 40 years, our firm has built a reputation for excellence in the areas of bankruptcy law, debtor and creditor rights, insolvency, secured transactions, general corporate and commercial law, litigation, and related legal matters.  By concentrating our efforts in these areas we believe the firm delivers significant advantages to our clients.  Among those benefits is a focused, business-like approach which emphasizes a thorough understanding of a client’s industry and the company’s position in it.  This results in a streamlined practice that helps us deliver timely service.

POM Recoveries, Inc.
Service Member
James V. Argutto
President
85 East Hoffman Avenue
Lindenhurst, NY 11757
Tel:  (631) 761-1028
Fax:  (631) 761-1030
E-Mail:  jima@pomr.com
Website: www.pomr.com 

POM Recoveries is a full-service receivables management company that offers a scope of services broad enough to meet the needs of any creditor, from banks and retail organizations to health care providers, commercial creditors, and even the Dormitory Authority of the State of New York for the management, billing and collection of receivables.  It utilizes cutting edge Information Technology and Systems, which provides for automated electronic communication with its clients as well as the credit industry.  Services provided include inbound/outbound telephone campaigns; billing services, letter/dunning services; skip tracing services and litigation services.   POM Recoveries also specializes in open source implementation to meet any creditor’s needs as programs are customized to each of its client’s requirements.

POM Recoveries was formed in 1983 and has continued to provide its services to its clients over the past 23 years.  It is professionally staffed with experienced billing and recovery teams, system analysts, programmers, attorneys and support personnel.  All In-House.  All Full-Time.  All working as a team to convert its client accounts receivable into cash assets in the shortest time possible. 

Pryor Cashman LLP
Service Member
7 Times Square
New York, NY 10036-6569
Tel: (212) 421-4100
Fax: (212) 326-0806
Contact: Ronald H. Schechtman, Managing Partner
Email: rshechtman@pryorcashman.com
Website: www.pryorcashman.com

Bucking the 21st century’s bigger-is-better evolution, Pryor Cashman successfully balances the highly professional with the personal. As a premier, mid-sized law firm in New York, we are known for getting the job done right and doing it with integrity, efficiency and élan.With over 130 attorneys in our offices at 7 Times Square (and an office in Los Angeles), we have assembled the finest legal minds and business acumen in 16 different practice groups encompassing 90 different practice areas. We consider ourselves an entrepreneurial law firm, unencumbered by bureaucracy – able to break new ground with unique approaches. An environment where lawyers make independent, informed and creative decisions on behalf of their clients – eliminating logjams and avoiding wasteful over-lawyering. In fact, we are known for our expeditious and creative handling of complex challenges, our accessibility, our practicality and, equally important, our cost-sensible solutions.

Putney, Twombly, Hall & Hirson LLP
Service Member
Charles J. Groppe
Partner
521 Fifth Avenue
New York, NY 10175
Tel:  (212) 682-0020
Fax:  (212) 682-9380
E-mail: cgroppe@putneylaw.com
Website:  www.putneylaw.com

Founded in 1866 in New York City, the firm is medium sized with concentration in four practice areas: Trusts and Estates, Labor and Employment Law for management , Litigation and Corporate Law. Our attorneys have had extensive experience in representing fiduciaries and beneficiaries in estate planning, administration and fiduciary litigation and all phases of estate, gift and generation-skipping transfer tax planning. The employment law practice enables the firm to serve corporate clients in ERISA matters and in retirement planning. The firm also has offices in New Jersey and on Long Island.

PWCampbell
Service Member

109 Zeta Drive

Pittsburgh PA 15238

Tel: (800) 253-7430

Fax: (412) 963-0200

Contact: David S. Welsh

Regional Vice President

david.welsh@pwcampbell.com

Website: www.pwcampbell.com

PWCampbell, widely known and respected in the financial service industry, is a third generation, family-owned design/build firm.  Founded in 1910 and based in Pittsburgh, PA, we offer a full range of quality planning, market/demographic research, site selection, design coordination and construction services.  PWCampbell provides a total turnkey approach -- from planning to post-construction -- for new main offices, operation centers, retail facilities and additions/renovations through our management process, the PWCampbell Complete Facility Solution^(tm).  We understand the importance of profitability and performance -- and our considerable experience in the financial services industry will help minimize your risk, providing an early return on your investment.  PWCampbell creates the best financial facilities to meet each client's unique needs.  We are always working to provide the best possible facility solution, delivered on time and within budget.  

Sandler O'Neill & Partners, L.P.
Service Member
Richard Olstein
Managing Director
Sandler O'Neill & Partners, L.P.
919 Third Avenue, 6th Floor
New York, NY 10022
Tel: (212) 466-7818
Fax: (212) 466-7990
E-mail: dolstein@sandleroneill.com
Website: www.sandleroneill.com

Sandler O'Neill & Partners, L.P. is a full-service investment banking and financial advisory firm serving middle-market financial institutions. The firm specializes in strategic business planning, mergers and acquisitions, capital raising, mutual-to-stock conversions and demutualizations, investment portfolio and interest rate risk management, fixed income securities transactions, loan portfolio restructurings and equity research, sales and trading.

Sandler O'Neill addresses the special needs of the middle-market client with an uncommon breadth and depth of senior consultative and other support services. The firm's staff consists of former industry executives and regulators, financial and securities analysts, investment bankers, and fixed income traders. Its business groups work together toward a single goal the enhancement of each client's franchise value.

Based in New York City, Sandler O'Neill has been serving financial institutions nationwide since 1988.

SecondMarket, Inc.
Service Member
26 Broadway, 12th floor
New York, NY 10004
Tel: (212) 668-3911
Fax: (347) 438-2956
Contact: Caryn Feinberg, Vice President
Email: cfeinberg@secondmarket.com
Website: www.secondmarket.com

SecondMarket is the largest secondary market for private company stock providing world-class market and operations expertise. Since 2004, SecondMarket has facilitated 800 transactions across more than 50 private companies, amounting to nearly $900 million in total transactions. The firm has brought together over 75,000 participants, including global financial institutions, hedge funds, private equity firms, mutual funds, corporations and other institutional and accredited investors. SecondMarket is a registered broker-dealer (member FINRA, MSRB and SIPC) and operates as an SEC-registered alternative trading system (ATS) for private company stock.

Sheshunoff Consulting + Solutions
Service Member
74-G Bennett Square
Southbury, CT 06488
Tel: (800) 477-1772 x514
Contact: Philip Lehr
Email: plehr@smslp.com
Website: www.smslp.com

Sheshunoff Consulting + Solutions (SCS) is an industry leader in providing consulting expertise and advisory services to the banking industry. Founded in 1972, SCS consultants work with clients to assess their performance objectives and develop specific, practical solutions to achieving their goals.  SCS typically works with more than 1,000 financial institutions as active clients each year, providing consulting services in: Risk Management (Compliance, Internal Audit, and Loan Review), Revenue Enhancement, Performance Improvement, Technology and Operations, Strategic Planning, and Investment Banking.




 
Shoreline Business Solutions, Inc.
Service Member
29 North Plains Highway
Wallingford, CT  06492
Contact: Bob Patenaude, Senior Business Development Manager
Tel:  (203) 265-9559
Fax: (203) 294-1805
E-mail:  r.patenaude@shorelinebf.com
Website:  www.shoreline-solutions.com

Shoreline Business Solutions provides design, personalization and fulfillment services of secure cards to Financial Institutions. We are Visa®, MasterCard® and Discover Card® certified and have relationships with major EFT networks and processors. With our 24-48 hour turnaround, Shoreline has the most efficient offering in the card industry today. Contact us at 877-914-7856, or visit www.shoreline-solutions.com

Silver, Freedman & Taff, L.L.P.
Service Member
1700 Wisconsin Avenue, N.W.
Washington, DC 20007-2313
Tel: (202) 295-4500
Fax: (202) 337-5502
Website:  www.sftlaw.com
Contacts:  Robert L. Freedman, Esq., Senior Partner
James S. Fleischer, Esq., Partner

For over 30 years, Silver, Freedman & Taff, L.L.P. has specialized in the representation of financial institutions nationwide on a variety of matters including mutual-to-stock conversions, mergers and acquisitions, conversion of credit unions to thrifts, merger of credit unions with thrifts, securities issuances, corporate governance, taxation matters, regulatory and enforcement issues, proxy contests and tender offers, and compensation and benefit matters.  With attorneys who were formerly regulators and SEC lawyers, our firm provides financial institutions with a full array of services.

Sonnenschein Nath & Rosenthal LLP
Service Member
Two World Financial Center, 28th Floor
New York, NY 10281
Contact: Douglas J. McClintock, Partner
Tel:  (212) 789-3586
Fax:  (212) 789-6800
E-mail: dmcclintock@sonnenschein.com
Website:  www.sonnenschein.com

Sonnenschein Nath & Rosenthal provides high quality, client-oriented legal services.  We have a broad business and commercial practice organized by practice groups that cover the following areas: Banking/Banking and Financial Institutions, Bankruptcy, Corporate/Corporate Finance, Employment and Pension Law, Environmental, International, Legislative and Regulatory, Litigation, Maritime and Insurance, Mortgage and Structured Finance, Real Estate, Tax, Transportation Finance, and Trusts and Estates.

Sterne, Agee & Leach, Inc.
Service Member
Tricia Holbrook
Senior Vice President
Sterne, Agee & Leach, Inc.
800 Shades Creek Parkway, Suite 700
Birmingham, AL 35209
Tel: (205) 949-3531, (800) 2401438
Fax: (205) 949-3607
E-mail: tjones@sterneagee.com
Website: www.sterneagee.com

Sterne, Agee & Leach, Inc., is a full-service investment firm established in 1901. Today, Sterne-Agee has 21 offices located throughout the Southeastern United States and New York City. The firm offers a wide range of products and services, including retail brokerage, trust operations, asset management, fixed income trading, investment banking, underwriting, and equity research. The firm's Financial Institutions Group works with hundreds of banks and thrifts to help them reach their goals of maximizing returns, increasing market penetration and controlling operational risks.

Stifel Nicolaus & Company, Inc.
Service Member
One Financial Plaza
501 North Broadway, 9th Floor
St. Louis, MO 63102
Contact: Rick Maples       
Phone: (314)342-2038
Email: maplesr@stifel.com
Website: www.stifel.com

Stifel Nicolaus' Financial Institutions Group (FIG) provides investment banking services to banks, thrifts, mutual companies and other financial services companies; including: finance real estate investment trusts (REITs), business development companies (BDCs) and insurance companies. Stifel Nicolaus' Financial Institutions Investment Banking professionals have extensive experience in: public underwritings of common stock, preferred stock and debt securities; private financings; initiating, structuring and negotiating mergers and acquisitions and mutual conversions. The FIG group also engages in other financial advisory services; including: tender offers, valuations, and shareholder reduction transactions. Stifel Nicolaus has built a national reputation as a leading full-service investment bank to both public and private financial institutions. From 2000 through August 2008, Stifel Nicolaus' Financial Institutions Group has completed 423 public and private offerings, raising nearly $32.3 billion in capital for our clients. Over the same period, the group has served as financial advisor for 80 buy-side and 92 sell-side advisory transactions valued at $5.9 billion and $7.5 billion, respectively. Additionally, over the same period, the group has completed 34 mutual conversions raising over $11.0 billion for our clients.

Thompson Coburn
Service Member
Thomas B. Kinsock, Esq.
Partner
One US Bank Plaza
St. Louis, Missouri 63101
Website: www.thompsoncoburn.com
(Tel): 314-552-6176 
(Main Tel.): 314-552-6000 
(Fax): 314-552-7176 
Email: tkinsock@thompsoncoburn.com

Thompson Coburn LLP is an intensely client-focused firm with a passion for excellence. With 330 lawyers experienced in virtually all major areas of the law, we serve clients throughout the United States and beyond. In St. Louis, Missouri, we have the largest practice in the region. Our Washington, D.C. office is a market leader in its principal practice areas, combining its own expertise in Federal representation with the breadth of our Firm's experience. Our Chicago office serves a diverse national and international client base. Our office in Southern Illinois has one of the largest litigation defense practices in the state. Our attorneys are guided by one overriding principle—to serve the interests of our clients as if they were our own. We are dedicated to the excellence of our legal work, yet know that understanding the business needs of our clients is just as important as understanding the law. We also know that efficiency and cost-effectiveness are vitally important to our clients. To make certain we meet these expectations, Thompson Coburn recruits exceptional people and trains them well. We invest heavily in technology, and are consistently rated among the top large law firms in the country in that area as well. This combination of people, training and technology enables us to help our clients find creative solutions to problems quickly and effectively.

TransFirst LLC

Endorsed Vendor
Service Member

371 Centennial Parkway

Louisville, CO 80027

Contacts: 

Vince Ingrando,  vingrando@transfirst.com

     Tel:  (941) 341-0910

Marla J. Knutson, President, mknutsen@transfirst.com

     Tel:  (800) 654-9256

Website: www.transfirst.com

TransFirst is a leading provider of merchant credit card processing services for community banks. They serve over 965 financial institutions nationwide by providing all processing needs. TransFirst combines personal customer attention with in-house developed systems, multiple and competitive processing options to deliver the best value to banks and their customers. We invite New York Bankers Association member banks to review our program!

Travelers Companies
Service Member
1 State Street, 8th Floor
New York, NY 10004
Tel: (917) 320-7923
Fax: (917) 320-8503
Email: mmoran1@spt.com

St. Paul Travelers offers a complete line of insurance products and services to community banks through a nationwide network of independent insurance agents/brokers.




Vantiv, LLC
Service Member
38 Fountain Square
Cincinnati, OH 45263
Tel: (240) 818-2851
Fax: (513) 534-7372
Email: Carrie.Gautsche@Vantiv.com
Website: www.vantiv.com

Vantiv, LLC is one of the largest providers of payment strategies and technology solutions for financial institutions and businesses worldwide.  Formed in 1971 and most recently known as Fifth Third Processing Solutions, LLC, the Company builds strategic partnerships with its customers, helping them become more efficient, more secure and more successful.   Headquartered in Cincinnati, Ohio, Vantiv, LLC is a joint venture between Advent International and Fifth Third Bank, a subsidiary of Fifth Third Bancorp (FITB).Vantiv, LLC supports more than 400,000 merchant and financial institution locations and 12,000 ATMs in 46 states and 8 countries.  The company processes more than 11.4 billion ATM and POS transactions and nearly $400 billion in debit and credit sales volume annually.   Its subsidiary, NPC, is the largest provider of payment processing services exclusively focused on the small-to-medium merchant processing market.  According to the Nilson  Report (March 2011), the Company is the largest PIN Debit U.S. acquirer and third largest U.S. merchant transaction acquirer ranked by general purpose transaction volume.

Verafin Inc.
Service Member
Gord Caines
Marketing
570 Newfoundland Drive
St. John’s , Newfoundland , Canada   A1A 5B1
Tel: (709) 752-3050
Fax: (709) 368-3559
Website:  www.verafin.com

Verafin is a leader in anti-money laundering and fraud detection solutions for financial institutions, with over 650 customers that span nearly 60 core processing systems and a broad asset range. Verafin helps financial institutions comply with the Bank Secrecy Act, USA PATRIOT Act, and FACTA regulations, while also helping to protect against fraud. Verafin is the exclusive provider of BSA/AML and fraud detection software for the California Bankers Association and the Massachusetts Bankers Association. For more information, visit www.verafin.com, email us at FRAML@verafin.com or call 1-866-781-8433.

WithumSmith+Brown
Service Member
Anthony Chapman
Engagement Partner
5 Vaughn Drive
Princeton, NJ 08540
Tel:  (609) 520-1188
Fax:  (609) 520-9882
Website: www.withum.co

Having first started their careers with "Big Eight" accounting firms, WS+B's founding partners, Frederick Withum, Leonard Smith and Ivan Brown, saw an opportunity to serve growing companies that needed expert advice along with personalized and timely services. The firm they envisioned would be client-focused and employee-friendly. It would provide a professional and caring environment where talented, people-oriented professionals could reach their potential, where all clients would receive responsive attention to their needs and where the highest professional and ethical standards would be upheld.Our firm's founding principles of dependability and exceptional service along with its people-focused philosophy have been the cornerstone of our success and fine reputation for more than 30 years. Clients know they can trust WS+B's highly skilled professionals whose expertise in accounting, auditing, taxation and consulting has repeatedly assisted businesses in realizing their full potential. Incorporated in 1974 in Middlesex County, New Jersey, with a total of just six employees, WS+B now operates offices in New Jersey, Pennsylvania, New York and Maryland. The firm also employs approximately 375 dedicated individuals, over 185 who are CPAs.

WNC Insurance Services, Inc. (dba WNC First Insurance Services)
Service Member
Endorsed Vendor                                                                                                               4101 McEwen Road
Suite 300
Dallas, TX 75244
Tel: (800) 798-5522
Fax: (972) 250-6415
Website: www.wncinsuranceservices.com                                                                                                                                                    Contact:                                                                                                                            Michael Randall, SVP Sales                                                                                                      Tel: (803) 237-5428                                                                                                               Fax: (803) 865-6619                                                                                                             Email: mrandall@wncfirst.com                                                                                              Sheri Kordsmeier, VP Business Development                                                                             Tel: (770) 641-0264                                                                                                               Fax: (770) 641-7231                                                                                                           Email: skordsmeier@wncfirst.com                                            

Established in 1962, WNC Insurance Services specializes in meeting the property and casualty insurance needs of financial institutions engaged in real estate mortgage and consumer lending and loan servicing.  WNC’s lender-placed flood, multi peril, collateral protection insurance and insurance tracking programs help banks eliminate uninsured losses in their loan portfolios.  In addition to representing “A” rated carriers, WNC is one of the top five US contract holders and the #1 US flood contract holder at Lloyd’s of London.

Wolf & Company, P.C.
Service Member
Boston Office:
Gerald Gagne
Director, Risk Management Services
Member of the Firm
99 High Street
Boston, MA 02110-9801
Tel: (617) 439-9700
Fax: (617) 542-0400

Stephen King
Director, Regulatory Compliance
Member of the Firm
Wolf & Company, P.C.
99 High Street
Boston, MA 02110
Tel: (617) 439-9700
Fax: (617) 542-0400

John Doherty
Member of the Firm
Wolf & Company, P.C.
99 High Street
Boston, MA 02110
Tel: (617) 439-9700
Fax: (617) 542-0400
Website:  www.wolfandco.com

Wolf & Company, P.C. is a regional certified public accounting and business consulting firm employing over 140 professionals providing audit, tax, IT assurance, regulatory compliance, internal audit and business consulting services.  Wolf's clients include privately held and publicly traded businesses, financial service entities, non-profit organizations and individuals.  Wolf & Company, P.C. is registered with the Public Company Accounting Oversight Board and is a member of both a national and international affiliation of CPA firms.

Wolters Kluwer Financial Services
Service Member
130 Turner Street , Building 3, 4th Floor
Waltham , MA 02453
Toll-free: 800.261.3111
Phone: 781.663.5333
Fax: 781.663.5335
E-Mail: jennifer.purdie@wolterskluwer.com
Web Site:  www.wolterskluwerfs.com
Contact:  Jennifer Purdie, Senior Marketing Manager

Wolters Kluwer Financial Services is a comprehensive regulatory compliance and risk management business that helps financial organizations manage operational, compliance and financial risk and reporting, and improve efficiency and effectiveness across their enterprise. The organization’s prominent brands include: FRSGlobal, ARC Logics for Financial Services, PCi, Compliance Resource Network, Bankers Systems, VMP® Mortgage Solutions, AppOne®, GainsKeeper®, Capital Changes, NILS, AuthenticWeb™ and Uniform Forms™. Wolters Kluwer Financial Services supports its global customers with offices in more than 20 countries and is a leading worldwide provider of compliance and risk management solutions for the financial services industry, serving more than 15,000 banking, insurance and securities customers across the globe. Wolters Kluwer Financial Services is part of Wolters Kluwer, a leading global information services and publishing company with annual revenues of (2009) €3.4 billion ($4.8 billion) and approximately 19,300 employees worldwide. For more information, please visit: www.wolterskluwerfs.com



ZERO-IN
Service Member
Mitchell Goss
Vice President Sales & Operations
244 Madison Avenue
New York, NY 10016
Tel: (888) 260-7291
Fax: (888) 870-2737
Website: www.zeroinmedia.com

In-branch digital signage increases customer acquisition and retention by raising product awareness, personalizing the banking experience and lowering perceived wait times. Marketing professionals have the ability to distribute and schedule content for promotions, branch announcements, community event calendars and product rates in real time.Zero-In installs and manages web based “In-Branch” TV networks for banking clients. Zero-In and our software partner Scala are true digital signage pioneers. We have established ourselves as the first name in digital signage because of our vast industry experience, skilled engineers, imaginative content development team and first-class software. Zero-In will help you through the complete project life cycle to install a network that is perfect for your needs and budget, including site surveys, hardware selection and installation, software/network integration, network operation, and content development.