Industry Partners

Advantage Health Plans

13431 Broadway Ext., Ste. 130, Oklahoma City, OK, 73114
WEBSITE: www.advantagegealthplans.com
PHONE: 405-521-1711
TOLL FREE: 800-521-1711
FAX: 405-521-9804
CONTACT: Jay Kempton

Advantage Health Plans Trust, Administered by The Kempton Company, provides a wide range of employee benefits to member banks. Only available to CBAO banks and associate members, the program provides medical, dental, vision, disability, and life insurance policy. The only benefit program built by community bankers for community bankers.

Accume Partners

111777 Katy Freeway, Ste. 560 South, Houston, TX 77079
WEBSITE: www.accumepartners.com
PHONE: 346-980-4204
CONTACT:  John Jamison

Accume Partners is a trusted advisor that serves clients by delivering integrated Risk & Regulatory, Internal Audit, and Cybersecurity & Privacy solutions to help manage uncertainty and drive business value.

The Baker Group

1601 Northwest Expwy., 20th Floor, Oklahoma City, OK 7318
WEBSITE: www.gobaker.com
PHONE: 405-415-7222
FAX: 405-415-7366
CONTACT: Skoshi Heron

Asset and liability management, broker/dealer services, investment portfolio accounting and analysis, budget and board reporting.

Bank Compensation Consulting, Inc.

1255 West 15th St., Ste 830, Plano, Tx 75075
WEB SITE: www.bcc-usa.com
PHONE: 972-781-2030
FAX: 972-781-2030
CONTACT: Stephanie Vining

Bank Compensation Consulting leads the industry with its approach to servicing its clients with state of the art plan design that assists in attracting, retaining and rewarding their leaders through: compensation consulting; design and implementation of customized Executive and Director benefit plans; Bank-Owned Life Insurance (BOLI); and ownership succession planning.

Banc Statements, Inc.

4700 Birmingham Street, Birmingham, AL 35217
PHONE: 877-956-5783
FAX: 205-956-2570
CONTACT: Ramona Gaddy 

Banc Statements, Inc. (BSI) is the only company in the country that specializes exclusively in providing an outsource solution for community banks nationwide, for the printing and delivery of DDA, savings, money market, line of credit and other financial statements.  BSI has three redundant production facilities in Birmingham, Dallas, and Indianapolis.

Bank Insurance Service

PO Box 720996, Oklahoma City, OK 73172
PHONE: 405-720-2500
FAX: 405-720-2501
CONTACT: Robbie Robison

Fidelity Bonds, Directors’ and Officers’ Liability Insurance, Property and Casualty Programs, General Liability, and excess FDIC insurance.

Bankers Healthcare Group

201 Solar Street, Syracuse, NY 13204
PHONE: 315-372-4510
WEBSITE: www.bhgbanks.com
CONTACT: Tom Badolato 

Want high-quality commercial loans delivered to your desk daily? Bankers Healthcare Group can provide your bank with our loan program and earn you interest income without the hassle of originations. We have provided over $4 billion in originated, underwritten and funded medical professional commercial loans to 950 + banks since 2001.

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BKD CPA’s and Advisors

211 North Robinson, Ste 600, Oklahoma City, OK 73102
PHONE: 405-606-2580
FAX: 405-600-9799
WEBSITE: www.bkd.com
CONTACT: Doug Van Meter
As part of the national full-service firm, BKD’s Oklahoma banking practice is composed of approximately 15 team members providing services to over 65 Oklahoma community banks, including more than half of the 20 largest. The two practice leaders, Kim Shoemake and Doug Van Meter, collectively bring more than 60 years of industry experience. Each has served in related leadership roles for BKD with Kim recently chairing the firmwide Internal Audit Committee and Doug sitting on the firmwide Financial Services Committee. Other team members include Partner Todd Pefferman (tax), Managing Director Ron Hulshizer (IT risk) and Director Nancy Foringer (business valuation).
 

Black Mesa Security, LLC

1814 NW 1st Street, Oklahoma City, OK 73106
PHONE: 405-943-8500
TOLL FREE: 800-522-6505
FAX: 405-943-8514
WEBSITE: www.blackmesasecurity.com
CONTACT: Brandon Yowell
 
For over 35 years, Black Mesa Security, LLC has been selling, installing, and servicing bank equipment throughout the state of Oklahoma.  We are the only Oklahoma owned and operated bank equipment company. Our success over the past three decades and our continuous growth can be attributed to our exceptional service and quality products.  By offering outstanding service, superior equipment and a professional staff committed to our goals, we have not only sustained but grown over the last 30 years.Headquartered in Oklahoma City with field offices and service technicians in Tulsa, Black Mesa Security is a statewide company providing reliable service and product solutions to financial institutions throughout the state of Oklahoma.  Our staff is trained and experienced in all facets and brands of banking equipment.  Our technical expertise combined with our extensive knowledge of the industry and equipment has made us the experts in our industry.Currently serving over 300 financial institutions across the state of Oklahoma, Black Mesa Security has built its reputation on reliable and expert service.Exceptional service and technical expertise coupled with extensive industry knowledge and quality products makes Black Mesa Security, LLC the ideal choice for servicing your bank.  We look forward to supporting and working with your community bank.
Business Financial Advisors

Business Financial Advisors, L.L.C.

2313 Camden Way, Woodward, OK 73801
PHONE: 580-571-2011
CONTACT: Scott Whitehead

Business Financial Advisors L.L.C. provides Community Banks with Loan Reviews, Action Plans for any Regulatory Classified/Internally Criticized Loans, Contract Management of Classified/Criticized Loans, Chattel Collateral Evaluation/Inspection Services, Specific Loan Underwriting for Quality, Structure and Pricing and Due Diligence Loan Reviews.

We additionally offer CFO based Business Consulting Services direct to small businesses. These services include Cash Flow Coverage Analysis, Balance Sheet Analysis, Debt Structure Analysis, M & A Consulting and General Business Consulting. All of these services are contracted direct to the small business.

Candler Signs 

14201 Sovereign Rd., Suite 101, Fort Worth, TX 76155
PHONE: 214-577-9577
CONTACT: Jim Hagle
Chandler Signs is a national, turn-key custom sign, awning, canopy and ATM surround manufacturer.  With 41 years’ experience, Chandler is an expert provider of signage solutions for the banking industry.  Whether it’s rebranding, acquisition or new construction, we are well-suited to provide Oklahoma banks cradle to grave sign programs to meet any need.

CalTech

CalTech

16415 Addison Rd, Suite 650, Addison, TX 75001
PHONE: 325-947-5560
TOLL FREE: 877-223-6401
WEBSITE: www.caltech.com
CONTACT: Brad Giddens
Committed to providing best in class service, CalTech specializes in optimizing technology for financial institutions by designing unique business-aligned IT strategies. By creating an innovative IT environment within your organization, CalTech gives you the ability to have flexible functionality and a competitive business advantage that yields positive outcomes. With over 25 years of experience in the financial industry, CalTech’s services and solutions are designed to increase your financial institution’s profitability, productivity, and efficiency while ensuring the security and prosperity of your business.
 
 
Catch21, Inc.

1218 West Rock Creek Rd, Suite B, Norman OK 73069
PHONE: 405-701-8111
FAX: 405-212-4402
WEBSITE: www.catch21.com
CONTACT: Laura Adair
Catch21, Inc. is a financial services company offering over 120 years of technical expertise with specialized focus in payment resolutions.  Our customized solutions are specifically designed to take full advantage of the ever-evolving payment landscape.  We strive to create strategic partnerships with like-minded institutions offering value in both service and savings in the areas of lockbox, item processing and consulting.

Christensen Law Group, PLLC

3401 NW 63rd, Ste. 600, Oklahoma City, OK, 73116
PHONE: 405-232-2020
FAX: 405-236-1012
WEBSITE: www.christensenlawgroup.com
CONTACT: Clay Christensen

The Christensen Law Group P.L.L.C. is a client-centered, results-oriented law firm recognized for its unique approach to the legal and business issues facing its clients. The Firm’s philosophy is not only to match the quality and depth of knowledge found in national and regional firms but to exceed it, along with personal attention and a dedication to producing imaginative and profitable results for its clients. Our professionals understand that business law and litigation require a real appreciation of business structure, changes and trends. In years past, businesses, corporations and insurance companies looked exclusively to large law firms to handle their legal affairs.

CloudBnq Inc

484 Pape Avenue, Toronto, Ontario M4K 3P8
TOLL FREE: 888-297-8876
WEBSITE: www.cloudbnq.com
CONTACT: Andy Papadopoulos

CloudBnq Loan Origination software helps Community Lenders grow Loan Volumes. We enable all your business & consumer lending products with no upfront capital investment, without changing your current lending policies, reducing time/cost across your entire lending experience.  Community banking is all about relationships; but if you are spending more time with people’s paperwork instead of actual people, it makes it hard to develop real relationships. We also help focus and scale your existing lending/underwriting teams. It can take ‘almost’ as much time to say No to a borrower as it does to say Yes. We help your staff send more time on Yes deal.  Deliver a better Online, In-branch, CallCenter and onsite lending experience for your borrowers – Grow Loan Volumes and scale the lending team with CloudBnq.

CNET, Inc.

PO Box 1437, Mustang, OK 73064
PHONE: 405-376-6644 / FAX:: 405-376-3036
WEBSITE: www.cnetokc.com
CONTACT: Kevin Whitman

CoNetrix

5225 South Loop 289, Lubbock, TX 79424
PHONE: 806-687-8600
TOLL FREE: 800-356-6568
WEBSITE: www.conetrix.com
CONTACT: Keith Laughery

CoNetrix specializes in providing full service IT networking, security, and compliance services to community banks. CoNetrix offerings include IT/GLBA Audits & Network Assessments; Penetration Testing; Information Security Programs; Managed Network and Security Services; Aspire Private Cloud Hosting with options for disaster recovery, hosted Exchange, hosted network, and secure file sharing; and tandem Software, an innovative suite of online security and compliance management tools for Risk Assessment, Business Continuity Planning, Vendor Management, Information Security Policies, Internet Banking Security Program, Identity Theft Prevention Program, Compliance Management, Audit Management, Social Media Management, Cybersecurity, Phishing and more!

CSI (Computer Services, Inc.)

516 Meadow Ridge Circle, Norman, OK 73072
WEB SITE: www.csiweb.com
PHONE: 800-545-4274
FAX: 405-307-8950
CONTACT: Andy Lapp

CSI Secure Connect provides dynamic tools to bankers that increase efficiency and ensure the secure delivery of confidential documents. Financial institutions nationwide rely on CSI Secure Connect as a corporate communications tool for boards of directors, employees, loan committees and other audiences. The solution allows institutions to enhance productivity and reduce operational costs. CSI Secure Connect gives directors secure access to board materials and other confidential information from the convenience of their homes, offices or tablets. It simplifies the process of preparing board materials and makes them available anytime and anywhere they are needed. This functionality also makes CSI Secure Connect a valuable resource for loan committees, compliance teams and other groups. CSI Secure Connect requires no additional hardware, software or staff to maintain and little end-user training. It provides robust security that exceeds industry-defined security standards.

Crowe & Dunlevy

324 North Robinson Avenue, Suite 100, Oklahoma City, OK 73102
WEBSITE: www.crowedunlevy.com
CONTACT: Gary Bryant
PHONE: 405-235-7700

Crowe & Dunlevy is one of the largest law firms in Oklahoma with offices in Oklahoma City, Tulsa and Norman. We have been advising clients for over 100 years. The depth of our experience allows us to assemble dynamic legal teams to provide advice that is both focused and valuable to our clients. Our law firm’s clients range from individuals to Fortune 100 companies and our attorneys have expansive knowledge in our areas of practice.

D.A. Davidson

1550 Market Street, Suite 300, Denver, CO 80202

WEBSITE: www.davidsoncompanies.com
PHONE: 303-764-6048
TOLL FREE:Â Â 800-268-6459
FAX:Â 303-764-6002
CONTACT:Â Rick Turnage

The Fixed Income Capital Markets Group of D.A. Davidson is a national leader in raising capital through fixed income banking, and helps financial institutions meet their investment needs.

David Capital Group

PO Box 5575, Edmond, OK 73083-5575
WEBSITE: www.davidcapitalgroup.com
PHONE: 405-232-4500
FAX: 888-228-9378
CONTACT: James R. David

Since 1979, David Capital Group has provided Bank Owned Life Insurance (B.O.L.I.) to Oklahoma Banks. Using BOLI, we increase current earnings and shareholder value to fund employee benefit liabilities, including group medical plans, deferred compensation and supplemental executive retirement plans. We are the only Oklahoma based firm capable of plan design, pre-purchase analysis and funding implementation. We help community banks recruit, retain, reward and retire key personnel and recover the costs to pay them. Let us show you how to increase Tier 1 capital returns within regulatory guidelines improving your bottom line.

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Deluxe Strategic Sourcing 

1406 Dunn Dr., Carrollton, TX 75006-6910
WEBSITE: http://fi.deluxe.com/operate/strategic-sourcing/
PHONE: 972-446-9283
FAX: 972-446-9314
CONTACT: Mark Wood

Deluxe Strategic Sourcing is dedicated to enhancing the competitive position of Independent Bankers by reducing their printing/supplies expense, reducing operating costs, providing expense control Internet tools and improved accountability. We do this by delivering more than products. We deliver solutions… better ways to manage printing/supplies and better ways to meet marketing and promotional goals.

Dobson Technologies  

14101 Wireless Way, Suite 300, Oklahoma City, OK 73134
WEBSITE: www.dobson.net
PHONE: 405-242-1000
TOLL FREE: 888-356-2707
CONTACT: Jason Gilbert and Shelia Pershica

Dobson Technologies owns and operates a 3,700-mile statewide fiber optic network and provides connectivity services including high-speed internet, data and cloud connectivity, voice over internet telephone solutions, and managed IT services for small to enterprise-level businesses. Dobson Technologies is an Oklahoma-based and privately-owned technology company.

Enacomm Financial Services, Inc. 

STREET: 5800 East Skelly Drive, Penthouse, Tulsa, OK 74145-7627
MAILING: 5103 South Sheridan Road, PMB 210, Tulsa, OK 74145-7627
WEBSITE: www.enacomm.net
CONTACT: Jim Noel
PHONE: 918-488-3887
FAX: 918-280-2910
TOLL FREE: 877-860-0025

ENACOMM is a FinTech provider of intelligent interactions and customer authentication technologies for banks, credit unions, credit card and payments companies. Empowering financial institutions with affordable solutions for improving the customer experience (CX), fighting financial fraud, and increasing operational efficiency. A frontrunner in self-service technologies including interactive voice response (IVR) for over three decades, ENACOMM solutions are delivered as hosted services or on­demand through the “cloud.” Customers range from community banks and credit unions to the largest financial institutions in the US. Utilizing web, mobile, SMS texts, email, voice, chatbots and other communication technology channels including digital voice assistants, ENACOMM harnesses artificial intelligence, big data, voice biometrics to help organizations provide customers with a superior, omnichannel self-service experience that includes Conversational Banking. ENACOMM processes more than 1,000,000 customer interactions and automated data transactions every day.

Equias Alliance

7200 Bishop Rd, #240, Plano, TX 75024
WEBSITE: www.equiasalliance.com
CONTACT: Trey Deupree
PHONE: 972-672-8245

Equias Alliance helps banks achieve their key financial goals, manage benefit liabilities and enhance shareholder value through market-leading knowledge, tailored executive benefit plan design, Bank Owned Life Insurance (BOLI) expertise and BOLI administration solutions.

Eide Baily LLP

2402 Westport Dr., Norman, OK 73069
WEBSITE: www.eidebailly.com
CONTACT: Keith Osburn, CPA
PHONE: 405-292-2900

At Eide Bailly, we truly believe people make the difference. We want to be trusted business advisors for our clients, supporters and mentors for our staff, and provide valuable resources for our business friends. The bottom line is we are passionate about our work and the success of those with whom we work.

Federal Protection

Federal Protection, Inc.

2500 N. Airport Commerce Ave., Springfield, MO 65803
WEBSITE: www.federalprotection.com
CONTACT: Tamara Brown
PHONE: 417-869-9192
TOLL FREE: 800-299-5400
FAX: 417-869-1980

Federal Protection, Inc., established in 1969, provides comprehensive bank equipment and security solutions for the financial community. Federal is the largest Hamilton Safe dealer in the county and a “Circle of Distinction” award winner for NCR.  Federal offers in-house24/7/365 UL listed monitoring through the Federal Response Center®. With an ever-growing team of security professionals, Federal Protection, Inc. ® provides the prompt and efficient service you deserve.

Finley & Cook

1421 E. 45th Street, Shawnee, OK 74804
WEBSITE: www.finley-cook.com
CONTACT: Tim Barnes and Nate Atchison
PHONE: 405-878-7300
TOLL FREE: 800-375-3286
FAX: 405-395-3300

Finley & Cook, PLLC is a certified public accounting firm headquartered in Shawnee, Oklahoma.  With our five partners and over 180 employees, we provide audit and assurance, tax, and consulting services.

First Bankers’ Banc Securities, Inc.

6800 College Blvd, Ste. 420, Overland Park, KS 66211
WEBSITE: https://firstbankersbanc.com/
CONTACT: Donna Harden or Jay Wombolt
PHONE: 913-928-6163
 

For over 30 years, First Bankers’ Banc Securities, Inc. (FBBS) has worked with over 1,000 clients in more than 25 states.  Initially founded with the purpose to service community bank investment needs, the scope of our client coverage has evolved over time.  Today we service investment needs for not only community banks but also trust companies, investment advisors, wealth managers, municipalities, corporations and individuals.  No matter the type of client, we are committed to upholding our philosophy of exceptional service through individualized attention.  Our experienced traders and sales representatives are dedicated- to providing the appropriate products, services and trade execution tailored to our clients’ needs.

The FBBS team believes the success of our clientele is the future of our firm; we invite you to test our commitment. 

Fiserv

255 Fiserv Drive, Brookfield, WI 53045
WEB SITE: www.fiserv.com
PHONE: 800-872-7882
CONTACT: Shane Clausen

Fiserv drives innovation in Payments, Processing Services, Risk & Compliance, Customer & Channel Management and Insights & Optimization. A global leader in financial services technology, Fiserv is a FORTUNE 500 company and is on the FORTUNE Magazine “World’s Most Admired Companies®” list. Our solutions deliver intelligent experiences in banking, payments, engagement and security – experiences that help more than 12,000 banks, credit unions, billers, mortgage lenders and leasing companies, brokerage and investment firms, and other business clients provide financial services at the speed of life. Visit fiserv.com to learn more.

 
 
Fenimore

Fenimore, Kay, Harrison & Ford, LLP

812 San Antonio Street, Suite 600, Austin, TX 78701
WEB SITE: www.fkhpartners.com
PHONE: 512-583-5900
FAX: 512-583-5940
Fenimore, Kay & Harrison, LLP is a boutique law firm focusing on independent banks. The firm provides legal services to banks, thrifts and other financial institutions, as well as their investors, directors and executive officers in a full range of corporate, transactional, securities and regulatory matters confronting the financial services industry.

Federal Home Loan Bank

PO Box 176, Topeka, KS 66601
WEB SITE: www.fhlbtopeka.com
PHONE:  785-478-8170
CONTACT: Jeff Steiner

A bank extending credit for mortgage lending activities, asset / liability management restructuring, lines of credits, as well as overnight deposits, demand deposit accounts, securities safekeeping and wire transfers.

Financial Consulting, Inc.

PO Box 236, Pawnee, OK 74058
WEB SITE: www.fciok.com
PHONE:  918-762-2271
CONTACT: Charlie Loomis

Financial Consulting Inc is team of financial professional with 40 years of combined experience in the packaging, placing, and servicing of government-backed and conventional loans.

We work with over 50 banks in Oklahoma to provide:

    • SBA Packaging, Lender Service Provider (LSP)
    • USDA B&I (Business & Industry)
    • FSA (Farm Service Agency)
    • Conventional Loan Placement
    • Participations
  • Accounts Receivable Financing

Our service is confidential, professional, accurate, and timely.  Government Guaranteed Loans will not typically count against your bank’s legal lending limit.  When you want the Freedom to Grow your institution, FCI stands ready to be your strategic partner.

Financial Equipment Company

MAILING : PO Box 2002, Jenks, OK 74037
STREET: 13000 S. Elwood, Jenks, OK 74037
PHONE: 918-291-2030
FAX: 918-291-2056
CONTACT: Joe Horton

Financial Equipment Company has been in business since 1978, providing sells and service of banking, retail and casino equipment. Specializing in currency recycling and branch automations. 

Fortner, Bayens, Levkulich & Garrison, P.C.

MAILING/STREET : 1580 Lincoln Street, Suite 700, Denver, CO 80203
PHONE: 303-296-6033
FAX: 303-296-5833
CONTACT: Kaitlyn Dowd

The needs of your institutions are unique, therefore our approach is client driven, not product driven. You will receive professional accounting and advisory services completed on time and competitively priced. You can choose any combination of our services and entrust that our extensive expertise will meet your specific needs. You will work directly with one of our firm’s shareholders throughout the entire engagement. We emphasize continuous, open communication and do not charge for reasonable phone calls and consultations. Founded in 1977, we exclusively work with financial institutions. You can expect expert guidance to ensure your prosperity.  

Goodwin Lewis, PLLC

MAILING : PO Box 312, Oklahoma City, OK 73101
PHONE: 405-900-5700
CONTACT: Kyle Goodwin

Goodwin Lewis is a boutique law firm specializing in providing representation to banks, engineering and construction firms, real estate companies energy firms and other businesses and entrepreneurial individuals. Our lawyers have received national recognition for their work on complex commercial matters for all business, from start-up to regional and national companies.

ICBA Services Network

1615 L. Street NW, Ste 900, Washington, DC 20036
WEB SITE: www.icba.org/servicesnetwork
PHONE: 202-821-4320
FAX: 202-659-3604
CONTACT: Chris Lorence

As the voice of the national community banks, ICBA provides community banks with strong representation on Capitol Hill.

ICBA’s products and services provide community banks with right size solutions to succeed in a competitive banking environment. Providing community banks with solid revenue generation and fee income is at the heart of each Services Network financial services company.

Independent Community Bankers Of America

9637 Shadydale Lane, Dallas, TX 75238
WEB SITE: www.icba.org
PHONE: 214-503-6077
TOLL FREE:
FAX: 214-503-6077
CONTACT: Chip Lynch

The Independent Community Bankers of America, the nation’s voice for community banks, represents 5,000 community banks of all sizes and charter types throughout the United States and is dedicated exclusively to representing the interests of the community banking industry and the communities and customers we serve.

With nearly 5,000 members, representing more than 18,000 locations nationwide and employing over 268,000 Americans, ICBA members hold more than $908 billion in assets, $726 billion in deposits, and more than $619 billion in loans to consumers, small businesses and the agricultural community.

Whether located in small towns, suburbia or big city neighborhoods, community banks grow our towns and cities by funding small business and using local dollars to help families purchase home, finance college and build financial security.

ICBA supports fair competition for financial institutions, supports maintaining the separation of banking and commerce, believes in a balanced financial system and opposes the concentration of economic and financial services resources. ICBA member banks create symbiotic relationships with the communities they serve, favor local decision-making while adhering to the highest business practices and ethical standards, and support a democratically governed association where each member bank has a voice and a vote.

ICBA is committed to providing the highest professional standards in community banking and tailors its programs specifically for community bankers. Through ICBA educational courses, certification options and continuing education programs, community bankers are better able to serve their customers and stay profitable.

 

ICBA Securities

775 Ridge Lake Blvd, Ste. 175, Memphis, TN 38120
WEB SITE: www.icbasecurities.com
PHONE: 800-422-6442
CONTACT: Jim Reber

ICBA Securities provides a full suite of investment products and services for community banks through its exclusively endorsed broker, Vining Sparks.  Included are traditional debt securities, interest rate products, whole loans, M&A and valuation services, and investment advisory services. Vining Sparks also has state-of-the-art asset/liability and bond accounting products.  ICBA Securities, a wholly-owned subsidiary of the ICBA, provides a full calendar of educational events for community bankers and investment professionals.  As the only broker/dealer owned by the community banking industry, ICBA Securities returns 100 percent of its earnings to the industry.

IMS – Innovative Management Solutions, LLC

3241 Robinson Road, Suite B, Midlothian, TX 76065
WEB SITE: www.IMS-247.com
PHONE: 214-367-8222
TOLL  FREE: 877-367-8884
CONTACT: Chris Riffe

IMS was established in 1999 and specializes in providing banks with their Printing, Office Supply and Promotional Product needs. We are a single source firm who help leverage purchasing power, evaluate warehousing needs and provide the expense management reports to track distribution and the cost of their products.  We provide an inside and outside client support team so a personalized relationship can built to service and process the needs of each bank. Your IMS consultant is ready to assist with a single project or complete survey of all your Printing, Office Supply and Promotional Product needs.

J.B. Lloyd & Associates, LLC – Specialty Insurance for the Financial Industry

8401 N. Central Expressway, Suite 1000, Dallas, TX  75225 
Website: www.lloyd-ins.com
Contact: Aaron Cardwell or Beth Boisseau
Phone: 972-248-2433
Fax: 972-248-7066

J.B. Lloyd & Associates, LLC has provided lender placed hazard & flood and mortgage impairment along with mortgage errors & omissions insurance protection to banks since 1988.  In addition to excellent customer service, Lloyd & Associates’ web-based reporting capabilities and broad coverage options set us apart from other forced place insurance providers. We are an insurance agency that specializes in Forced Place Hazard and Flood, Financial Institution Bonds, D&O, Commercial Package, and Cyber Liability.

Karns Profit Improvement

2824 Progressive Drive, Suite 108, Edmond, OK 73034
Website: www.profitimprovement.com
Contact: Kelly Karns
Phone: 918-815-1200

Karns Profit Improvement® helping Banks improve profit and franchise value since 1986.

  • OPTIMIZEKPI – We optimize your return on third-party service providers by lowering costs and improving service.  No new software to maintain.  We are your professional workforce, providing labor and expert advice, to ensure your executive team has comprehensive, current and actionable information and documents on all third-party vendor services.  We email reports and on-time vendor specific recommendations.  This results in strategically lowered cost, improved service and reduced risk.
  • IT Contract Review and Negotiation – lowering cost; improving terms.
  • Profit Review –Practical recommendations to improve margin, fee income, lower expenses

Life Assurance Company, Inc.

PO Box 20667, Oklahoma City, OK 73156
WEB SITE: www.lacinc.com
PHONE: 800-522-1314
FAX: 405-810-1122
CONTACT: Wendy Grissom

Provides credit life, disability and term insurance for Oklahoma Financial Institutions.

Main Street, Inc.

920 19th Street North, Birmingham, AL 35203
WEB SITE: www.mainstreetinc.com
PHONE: 866-380-3816
TOLL FREE: 866-410-4000
CONTACT: Cynthia Glover

Main Street partners with over 2,000 community-oriented financial institutions to provide data-driven print solutions to develop and enhance customer relationships with relevant, affordable checking, analytics, and marketing programs. By helping Discover Your Customer DNA, we will deliver insights needed to achieve your relationship and growth objectives. Our simplified approach equips businesses with the information and tools needed to win in today’s market. Whether you are seeking to acquire, retain, or expand customer relationships, Main Street provides a cost-effective, straightforward partnership to meet your goals.

Matrixforce

9810 East 42nd Street, Suite 209, Tulsa, OK 74146
WEB SITE: www.matrixforce.com
PHONE: 918-622-1167
TOLL FREE: 866-667-8799

Streamlining technology using vetted IT support for financial and professional service organizations to reduce complexity and avoid risk. Cloud computing, online backup, cybersecurity and managed services. Celebrating our 40th anniversary in 2018.

McCormack & Associates, Inc

P.O. Box 1833, Duncan, OK 73534
PHONE: 580-255-1136
FAX: 580-255-1137
WEBSITE: www.mccorm.com
CONTACT: Brie Truett

Bank consulting firm providing audit, compliance, information technology, asset & liability management, planning and budgeting, management studies, and special project services.

McSwain Consulting

McSwain Consulting LLC

215 W. McElroy, Suite 5A, Stillwater, OK 74075
PHONE: 405-880-1039
WEBSITE: www.mcswainconsulting.net
CONTACT: David McSwain

McSwain Consulting provides complete loan risk management solutions for community banks.  We provide internal or external loan reviews and perform Allowance for Loan and Lease Loss analysis and calculations to keep you compliant with regulations.  We also offer products required by every banking agency: credit memos with global cash flow analysis.  With more than 20 years’ experience in managing banks, David McSwain has worked nearly every position in a bank and understands the unique problems and strategies for successful bank management.

Mortgage Investment Services Corporation

22316 Midland Drive, Shawnee, KS 66226
WEBSITE: www.MISCHOMELOANS.com
PHONE: 417-838-8298
FAX: 913-390-1010
CONTACT: Jim Holtgraves and Darren Stewart

Mortgage Investment Services Corporation (MISC) was formed in 2000 by long-time mortgage bankers to assist community banks in accessing secondary market home loans.

We do not originate home loans directly to the public – our commitment is to serve our correspondent banks and their customers.  MISC is not simply a division of a lender who also competes for your mortgage customer and may look to them as a source of other banking business.

MISC has a special emphasis on working with banks in smaller communities and rural areas.  We provide ongoing training, homebuyer education and assist with marketing outreach.  We take on the regulatory burden of originating home loans.

We are a Fannie Mae seller/servicer and provide access to conventional, FHA, VA and USDA/RD loans.    

Nicola Banking System, Inc.

709 W. Country Club Rd., Chickasha, OK 73018
WEBSITE: www.nicolabanking.com
PHONE: 405-222-0194
FAX: 405-2240735
CONTACT: Ken Coughlin

Nicola Banking System, Inc. is an industry leader in core processing and document imaging offering both in-house and out-sourcing solutions. For over 30 years, NBS has been recognized for its excellence in product development, system intergration and superior customer service.

Oklahoma State Banking Department

2900 N. Lincoln, Oklahoma City, OK 73105-3403
WEB SITE: www.osbd.state.ok.us
PHONE: 405-521-2782
FAX: 405-522-2993
CONTACT: Mick Thompson

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Oklahoma Industrial Finance Authority (OIFA)

9220 North Kelley Avenue, Oklahoma City, OK 73131
PHONE: 405-842-1145
FAX: 405-848-3314
CONTACT: Jeremy Stoner
 

As a partner for growth and expansion, the Oklahoma Finance Authorities serves the capital needs for industrial businesses, higher education, public infrastructure and healthcare throughout the state of Oklahoma. The OFA partners with community banks, economic developers, the Oklahoma Department of Commerce and many others to provide various financing programs including taxable and tax‐exempt commercial loans, taxable and tax‐exempt bonds, and state of Oklahoma economic development incentives.

PPDocs, inc

2310 West Interstate 20, Suite 100 Arlington, TX 76017
WEB SITE: www.ppdocs.com
PHONE: 512-879-7312
TOLL FREE: 800-800-9975
CONTACT: Shannon Phillips Jr.

PPDocs, a consumer real estate document preparation service. PPDocs’ sophisticated online platform takes lenders from their loan operating systems to documents and disclosures, compliant with state and federal laws (TRID), delivered directly to borrowers. PPDocs is fast, secure, and easy, with exemplary customer service. To learn more, contact Shannon Phillips Jr. at shannon@ppdocs.com, (800) 800-9975 or direct at (512) 879-7312.

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Promontory Interfinancial Network

STREET ADDRESS: 1300 North 17th Street, Suite 1800, Arlington, VA   22209
MAILING ADDRESS: 2140 Estes Park CT, Allen, TX 75013
WEBSITE:
www.promnetwork.com
PHONE: 703-292-3432
TOLL FREE: 866-776-6426 ext. 3432
CONTACT: Chuck McBrayer

Chosen by 3,000+ financial institutions nationwide over the past decade, Promontory Interfinancial Network is the leading provider of FDIC-insured deposit placement services. Banks can use the company’s solutions—ICS®, or Insured Cash Sweep®; CDARS®; Promnet Repo®; IND®; Yankee Sweep®; and Bank Assetpoint®—to build multi-million-dollar relationships, reduce collateral requirements, manage liquidity, and buy/sell loans. To learn more, visit promnetwork.com.

Limits, other terms, and conditions apply. Insured Cash Sweep, ICS, CDARS, IND, Bank Assetpoint, and Yankee Sweep are registered service marks, and Promnet Repo is a service mark, of Promontory Interfinancial Network, LLC. The Promnet Repo service is provided by Assetpoint Financial, LLC, a wholly owned subsidiary of Promontory Interfinancial Network, LLC, and a member of FINRA and SIPC.

REI Business Lending

STREET ADDRESS: 2912 Enterprise Blvd, Durant, OK 74702
MAILING ADDRESS: PO Box 1335, Durant, OK 74702
WEBSITE: www.reibusinesslending.org
PHONE: 580-924-5094
TOLL FREE: 1-800-658-2823
FAX: 580-920-2745
CONTACT: Debbie Partin, Director
 

Certified Development Company for SBA 504, SBA 7(a) and USDA. B&I packager, USDA IRP lender, SBA Microloan lender, New Market Tax Credit allocatee, Also provides home buyer incentive programs, as well as diversified business development services.

Rogers-Ford, L.C. – Architecture & Interior Design

STREET ADDRESS: 2777 N. Stemmons Freeway, Ste. 1375, Dallas, Tx 75207-9388
WEBSITE: www.rogers-ford.com
PHONE: 214-871-9388
TOLL FREE: 1-877-883-9388
FAX: 214-871-3155
CONTACT: Cindy Ford

Rogers-Ford is a full-service architectural and interior design firm specializing in facility design for community banks. We do not just create plans.

We incorporate in-depth knowledge of real-world methods to provide a complete built environment. From small renovations to complete design of a new facility, we create beautiful spaces that fit within your community while providing high-tech efficiency.

RSM US LLP

210 Park Avenue, Suite 1725, Oklahoma City, OK 73102
WEB SITE: www.rsmus.com
PHONE: 405-239-7961
FAX: 405-235-0042
CONTACT: Mike Gibson and Chris Hamblin

Finance executives face a challenging climate, with very little room for error to balance increased compliance demands and the need to sustain growth. With more than 85 years of experience serving over 1,500 financial institutions across the country, we develop solutions to assist financial institutions in today’s challenging economic environment.

Our professionals are committed to adding value to your organization, applying a strategic approach to process, performance, security, risk and project management to support your business strategy and growth goals. With a staff of former bankers, OCC examiners, CROs, CFOs, CIOs and chief auditors, we understand your concerns and address them by holistically evaluating your institution’s needs and aspirations. This depth of skills is spread across each of the solutions we provide. From accounting and tax to specialized risk management and consulting services, our industry specialists serve banks and savings institutions, trust organizations, credit unions, mortgage companies, and finance and leasing companies.

RSM US LLP is the leading provider of audit, tax and consulting services focused on the middle market, with more than 10,000 professionals located in 85 cities in the U.S. and one location in Canada. It is a licensed CPA firm and the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with access to more than 43,000 professionals in 120 countries. RSM uses its deep understanding of the needs and aspirations of clients to help them succeed. For more information, visit rsmus.com, like us on Facebook, follow us on Twitter and/or connect with us on LinkedIn.

 

SecureWorks – A Dell Technologies Company

One Concourse Pkwy, Suite 500, Atlanta, GA 30328
WEB SITE: www.secureworks.com
PHONE: 404-639-9237
CONTACT: Eric Gaffney

Secureworks is 100% focused on cybersecurity. In fact, it’s all we do. For nearly two decades, we’ve committed to fighting the adversaries in all their forms and ensuring that organizations like yours are protected.

Secureworks enriches your defenses with intelligence from the 250-billion cyber events we observe each day, across our 4,400 clients in more than 55 countries. By investing in supervised machine learning and analytics, as well as the brightest minds in the industry, we’ve successfully automated and accelerated event detection, correlation, and contextualization. That means you can identify threats more quickly and take the right action at the right time to reduce your risk.

What’s the best strategy to protect valuable information in today’s environment? One that secures – scales, simplifies and spends wisely. As the world leader in cybersecurity solutions, Secureworks combines machine learning with human intelligence to unleash the full potential of your existing security investments. Because together, we are Collectively Smarter. Exponentially Safer.™

SHAZAM

8200 South Western Blvd. #305, Dallas, TX 75206
WEB SITE: www.shazam.net
PHONE: 877-516-9378
FAX: 972-444-5803
CONTACT: Aaron McGregor or Patricia Howard

SHAZAM is a national member-owned debit network, processor and core provider. Founded in 1976, SHAZAM delivers choice and flexibility to community financial institutions throughout the U.S. and is a single-source provider of the following services: debit card, core, fraud, ATM, merchant, marketing, training, risk and ACH. Learn more at shazam.net, and follow @SHAZAMNetwork.

Smith Hamilton

STREET ADDRESS: 3990 E. I-240 Service Road, Oklahoma City, OK 73135
WEBSITE:http://smithhamiltoninc.com/
PHONE: 405-604-5551
FAX: 405-604-5525
CONTACT: Keith Sandlin

Sale and Service Bank Equipment.

S&P Global

S&P Global Market Intelligence

STREET ADDRESS:212 7th Street NE, Charlottesville, VA 22902
WEBSITE: www.spglobal.com/marketintelligence.com
PHONE: 434-951-6915
FAX: 434-244-4617
CONTACT: Jake Bartlett

At S&P Global Market Intelligence, we integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. For community banks, we offer solutions to help bankers evaluate market opportunities, manage risk and maximize performance. 

S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence.

SW Graduate School of Banking Foundation

PO Box 750214, Dallas, TX 75275
WEBSITE: www.swgsb.org
PHONE: (214) 768-2991
FAX: (214) 768-2992
CONTACT: S. Scott MacDonald, Ph.D.

The SW Graduate School of Banking Foundation is the first name in banking education, bank management training and bank director training programs. Thousands of financial services professionals have attended its banking management programs since its founding in 1957. Its banking industry participants fill the senior ranks of financial institutions, bank regulatory agencies, and bank-affiliated organizations throughout North America and abroad. Partnered with Southern Methodist University’s renowned Edwin L. Cox School of Business, the Foundation offers bank management education at the corporate level. Unlike its peers, it conducts bank educational programs year round. The senior staff has over 50 years of experience designing, marketing, and orchestrating national seminars for the banking and financial services industry.

Taylor Douglas Consulting, LLP

PO Box 1623, Chickasha, OK 73023
PHONE: 405-413-8699
Contact: Tammy Taylor

By blending cooperation and competition, Taylor Douglas Consulting teams up with other strategic partners and companies that might otherwise be our competitors to create new business solutions for community banks. Sometimes it simply makes good sense to work together alongside other experts. Specializing in Loan Review Services and enhancing our other offerings that include Appraisal Review, Enforcement Action Compliance and various other Consulting and Special Projects customized for community banks, these mutually beneficial relationships are golden opportunities that ultimately translate to a resource of over 200 years of combined banking experience. Taylor Douglas Consulting can provide a competitive advantage, offering expert solutions, gold standard service, and oftentimes increased profits.

TIB – “ The Independent Bankers Bank”

PO Box 560528, Dallas, TX 75356-0528
WEBSITE: www.mybankersbank.com
PHONE: 972-650-6000
FAX: 866-466-4842
Contact: Greg Todd

We believe you will find TIB to be the “Trusted Partner” your bank has always needed. In fact, if you ever think of us as a “vendor”, we have not done our job. We first opened our doors in January of 1982. Since that time, TIB has grown to become the nation’s largest bankers bank, serving nearly 2,000 banks across 47 states. We are owned by more than 480 of those same institutions.

The Travelers Companies, Inc.

10810 Executive Center Dr. ste 400, Little Rock, AR 72211
WEB SITE: https://www.travelers.com/business-insurance/financial-institutions/banks-diversified-institutions
PHONE: 210-527-2899
CONTACT: Mark Horton

Travelers Insurance Companies offer a wide range of Insurance products through Travelers SelectOne For Community Banks, our portfolio of products designed specifically for financial institutions. We have been providing effective insurance solutions for financial institutions since 1890. Our product line includes the Financial Institution Bond; Directors & Officers Liability coverage; Employment Practices Liability coverage; Property & General Liability coverage; Automobile coverage; Workers Compensation coverage; as well as a variety of products to address Professional Liability & Electronic Banking exposures.

TransFund

P.O. Box 2300, Tulsa, OK 74192
WEB SITE: www.transfund.com
PHONE: 405-951-5471
CONTACT: Stephanie Palmgren

TransFund is a 35-year-old EFT processor and ATM network headquartered in Tulsa, Oklahoma. We offer unique debit card programs to Oklahoma banks including mini debit cards for the key chain, health savings account cards, gift cards, business debit cards, home equity cards and school pride affinity debit cards. Other features of the network include access to nearly 600 surcharge-free ATMs throughout Oklahoma, on-line real-time processing solutions, excellent fraud prevention tools, a dedicated relationship manager, marketing promotions and support, and one-day turnaround on card production. Our card products, surcharge-free ATMs and promotions help financial institutions attract new customers and grow!

UMB

1010 Grand Avenue, Kansas City, KS
WEBSITE: www.umb.com
PHONE: 816-860-1525
CONTACT: James Carlile

UMS Banking

750 Fairmont Ave., Second Floor, Glendale, CA 91203
WEBSITE: www.umsbanking.com
PHONE: 800-324-8323
CONTACT: Steve West

UMS Banking has been partnering with Financial Institutions and other strategic partners all across the US to provide the latest payments technology and products for over 30 years. We understand the high level of service required by Community Banks and work to be an extension of the bank in order to provide the best solution to their customers. UMS Banking is now powered by Celero Commerce to bring our partners even more innovative products and technology.

Verge Network Solutions, Inc

12308 Hidden Forest Blvd., Oklahoma City, OK 73142
Phone:405-782-8400
Fax: 405-782-8422
Contact: Glen Patterson
Website: www.vergenetwork.com

Specializes in serving the telecommunications needs of community banks, focusing on the design, implementations and support of voice communications over the bank’s network. We become the single point-of-contact to assist the bank in reducing recurring communications expenses while deploying advanced technology to help the bank better serve its customers.

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VERSATEQ

STREET ADDRESS: 2901 S. Portland, Oklahoma City, OK 73108
WEBSITE: www.versateq.com
PHONE: 405-787-4464

FAX: 405-787-5919
TOLL FREE: 877-324-2130
CONTACT: Mike D Van Sickle

Versateq, LLC is Oklahoma owned and Oklahoma based. Started by bankers and 25 years later still owned and ran by former or current bankers, Versateq provides the full gamut of operational printing, banking and office supplies, and marketing solutions to banks throughout Oklahoma. Our expertise has allowed us to now work with banks in 28 other states. It’s hard to call us an Old-Fashioned company when you experience our Technology Solutions giving you the latest in Total Supplies Management involving Ordering, Warehousing, Distribution, and complex Cost Center Billing. But you just might call us Old-Fashioned when you understand our huge commitment to your Expense Management, high levels of Customer Service, regular Personal on-site visits, and above all we still believe in Life-Long customers and Relationships.

Whit-Co

PO Box 664, Amarillo, TX 79105
WEB SITE: www.whitcochecks.com
PHONE: 806-374-4491
TOLL FREE: 800-753-7773
FAX: 800-777-5181
CONTACT: Justin Starnes

Established in 1953, Whit-Co is a family owned check printing business with plant and office facilities in Amarillo, Texas.  Whit-Co specializes in customizing a check program that best suits your financial institution.  Also, Whit-Co is a full service print facility printing anything your bank needs.  Whit-Co services financial institutions in Colorado, Kansas, New Mexico, Oklahoma and Texas.  Whit-Co is extremely committed to this region with our marketing efforts continuing to focus on community banks.

Wichita National Life

P.O. Box 1709, Lawton, OK 73502-1709
WEB SITE: www.wnlic.com
PHONE: 580-353-5776
TOLL FREE: 800-522-1625
FAX: 580-248-0634
CONTACT: Randy Gilliland

Wichita National Life Insurance Company is an independent, Oklahoma owned Life Insurance Company headquartered in Lawton, Oklahoma since 1957. The company specializes in credit insurance products sold through Oklahoma Banks (Credit Life, Single Premium, Term Life, Mortgage Protection). VSI, GAP, CPI, Mortgage Flood, etc. are offered through affiliate companies