Industry Partners

Accubranch LLC

11823 Brookhill Lane, Dallas, TX 75230
PHONE: 214-577-7431
CONTACT: Howard Etheridge

Accubranch provides high-level research-based real estate advisory services to Community Banks. We can help with branch expansion, existing branch network productivity, mergers & acquisitions, and act as an in-house Bank real estate department.  

We are strategic location experts who use data and analytics to ensure branch productivity, protect return on investment, and mitigate risk.


Advantage Health Plans Trust

13431 Broadway Ext., Ste. 130, Oklahoma City, OK, 73114
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
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
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
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.


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.


BHG Bank Group

201 Solar Street, Syracuse, NY 13204
PHONE: 315-372-4510
CONTACT: Tom Badolato 

BHG has been lending for nearly 20 years and is the #1 source for medical and professional loans across the country. Having underwritten over $25 billion in loans, we have gained unmatched insight into these borrowers. Today, more than 1,100 banks have partnered with BHG to buy these high-quality loans through our online Loan Hub. With record availability, outstanding performance and 3.0 – 6.5% return, now is the time to join the BHG Bank Network. Learn more:


BKD CPA’s and Advisors

211 North Robinson, Ste 600, Oklahoma City, OK 73102
PHONE: 405-606-2580
FAX: 405-600-9799
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
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.




16415 Addison Rd, Suite 650, Addison, TX 75001
PHONE: 325-947-5560
TOLL FREE: 877-223-6401
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
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.
Celero Commerce
31527 Edgewater Drive, Magnolia, Texas 77354
PHONE: 832-585-7895
CONTACT: Steve West
Celero Commerce offers payment processing solutions for banks to win and retain business client relationships. Our BankMax tool empowers banks to efficiently price merchants, monitor profitability, and identify clients usingFintech competitors. Our goal is to help community banks build deposits and lending relationships.
Certus, PLLC
PO Box 676, Oklahoma City, OK 73102
PHONE: 405-982-7645
CONTACT: Jean Hale,

Certus, PLLC helps community banks with internal audit, internal controls and risk assessment, loan review, fraud prevention and detection, litigation support, and regulatory compliance issues. Although we are a start-up firm each of our associates have more than twenty-five years of experience in industry as well as the professional credentials you would expect.

Christensen Law Group, PLLC

3401 NW 63rd, Ste. 600, Oklahoma City, OK, 73116
PHONE: 405-232-2020
FAX: 405-236-1012
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.


CNET, Inc.

PO Box 1437, Mustang, OK 73064
PHONE: 405-376-6644 / FAX:: 405-376-3036
CONTACT: Kevin Whitman

Community Bank Solutions

4780 Hollycrest Lane, Edmond, OK 73025
PHONE: 405-790-1093
CONTACT: Robbie Jones

We have over 50 years of operational experience and a large inventory of operations procedures and policies as well as Board Policies.  Our experience ranges from:

  • Training
  • Project Management,
  • Strategic Planning,
  • Product Implementation,
  • Process Improvement
  • Revenue Enhancement/Expense Reduction
  • Board Reporting
  • Staffing Levels and Compensation
  • and more . . .

We provide turnkey solutions from implementation to documentation to training at your location or off site and have experience in Deposit Operations, Branch Operations, Loan Operations and Internet Operations.


CSI (Computer Services, Inc.)

52627 E I-44 Service Rd, Oklahoma City, OK 73111
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
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

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
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.


Deluxe Strategic Sourcing 

1406 Dunn Dr., Carrollton, TX 75006-6910
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
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.

Eclipse Brand Builders

7220 East Nirvana Circle, North Richland Hills, TX 76118
PHONE: 817-296-2010
CONTACT: Tim Evans

Eclipse Brand Builders was founded in 2013 by a group of individuals who have been leaders in the financial facility design and construction industry for the last two decades. As a result, our team is responsible for the successful completion of more than 600 new or renovated financial facilities throughout the Southeast.

The Eclipse leadership team has a well-established reputation for delivering the highest quality consulting, design and construction services with honesty and integrity, and an efficient best-practices approach that delivers sound results. We finish projects on-time and on-budget, and position our clients to eclipse their competition!

Our business philosophy is simple. We do whatever is necessary to help our clients achieve sustainable success through the successful design and execution of each building program.

Our history of success is proven through the continued strength of our client relationships.

Our project experience includes retail and financial facilities, shopping centers, private preschools, multi-story professional office buildings, administrative and operations centers, call centers, data centers, customized pre-fabricated and modular buildings, warehouses, airport facilities, pharmacies, medical and dental offices, as well as numerous successful tenant improvements, renovations and expansions of all sizes.

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
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.


7200 Bishop Rd, #240, Plano, TX 75024
CONTACT: Trey Deupree
PHONE: 972-672-8245

Equias Alliance delivers nonqualified benefit and BOLI portfolio services to banks across the United States via its team of 20 consultants and 32 support personnel. With some of the most experienced consultants in the industry located in 15 regional offices, Equias Alliance offers a near-seamless approach from design to implementation. Our team has helped more than 800 banking organizations recruit, retain, and reward executives, directors and employees critical to each bank’s success.

In addition, the company’s in-house service professionals offer practical, hands-on assistance to banks and their professional advisors, auditors and examiners. Equias provides its client with timely, accurate documentation and regulatory compliance support. The organization’s 52 team members include eight CPAs, two attorneys, nine MBAs, three CLUs, one CFP®, one ChFC®, a former bank regulator, several former bankers and bank directors, and other degrees and licenses. The Equias team includes individuals with significant BOLI and benefits administration experience as well as one of the industry’s most recognized experts on accounting and tax matters. The group has over 800 years of combined BOLI/benefits experience. Equias has successfully completed a SSAE 16 SOC I Type II audit.

Equias Alliance has partnered with Andesa Services, Inc. to benefit from the strength and support of their systems technology. Equias utilizes Andesa’s Q+™ system platform in our administration of nonqualified benefit programs and BOLI. In business for over 30 years, Andesa provides a comprehensive suite of technology solutions and services to seven of the 13 largest life and annuity carriers and several top brokers in the United States. Andesa maintains an SSAE 16 SOC 1 Type II attestation report.

Eide Baily LLP

2402 Westport Dr., Norman, OK 73069
CONTACT: Edd Painter
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
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
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
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. 


255 Fiserv Drive, Brookfield, WI 53045
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 to learn more.


Fenimore, Kay, Harrison & Ford, LLP

812 San Antonio Street, Suite 600, Austin, TX 78701
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
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
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
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
PHONE: 214-503-6077
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
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
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 
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

PO Box 35, Edmond, OK 73083
Contact: Kelly Karns
Phone: 405-296-4580

Are You Managing Your Vendors or Are They Managing You? KPI ensures you are.
Focusing only on Risk Assessment leaves your vendors with too much control over your profits and services. We empower you to manage and influence your Vendor Relationships strategically, well beyond risk assessment. Our services include credentialed, technology-based risk assessments, but just as importantly, we give you strategic control over your vendor service utilization, contract terms and costs. Along with exceptional software, our professional workforce delivers administration and on-time advice to ensure you have comprehensive, current information on third-party vendor services so you can lower cost, improve service and reduce risk. If you are looking for even more, our 30-years of Core Contract negotiations have delivered substantial savings and significantly better terms. %MCEPASTEBIN%

Main Street, Inc.

920 19th Street North, Birmingham, AL 35203
PHONE: 866-380-3816
TOLL FREE: 866-410-4000
CONTACT: Cynthia Glover

Since 1998, Main Street has partnered with more than 2,100 community-oriented financial institutions to enhance account holder relationships with affordable, simple, and efficient checking programs. We deliver straightforward check products at competitive prices coupled with a seamless level of service. Whether you are seeking to improve service to account holders, streamline team’s workload or boost profitability, we are here to help you achieve your goals.


9810 East 42nd Street, Suite 209, Tulsa, OK 74146
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
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
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
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
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.

NuSource Financial

9749 Hamilton Road, Eden Prairie, MN 55344
PHONE: 785-766-2212
CONTACT: Debbie Korte

NuSource pairs cutting edge technology with world-class service for financial institutions across the United States. We strategize and implement innovative Branch Transformation, Security and Service solutions.

Through partnerships with companies such as highly regarded Hyosung, NuSource is committed to tailoring strategies to the particular needs of financial institutions. Our clients consistently reach improved operational performance and enhanced customer experience with speed and convenience.

Our mission is to consistently deliver value-added consultative solutions and quality service experiences based on Integrity, Professionalism, and Teamwork. Discover how we can shape your customer’s experience – let’s talk!

Oklahoma State Banking Department

2900 N. Lincoln, Oklahoma City, OK 73105-3403
PHONE: 405-521-2782
FAX: 405-522-2993
CONTACT: Mick Thompson


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
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, (800) 800-9975 or direct at (512) 879-7312.

IntraFi Network 

STREET ADDRESS: 1300 North 17th Street, Suite 1800, Arlington, VA   22209
PHONE: 703-292-3432
TOLL FREE: 866-776-6426 ext. 3432
CONTACT: Chuck McBrayer

Promontory Interfinancial Network is now IntraFi NetworkSM. Having built the largest bank network of its kind, we’re a trusted ally to community banks that never competes with banks for their customers and that helps them to attract and maintain valuable customer relationships, grow reciprocal deposits, manage liquidity and generate fee income, diversify funding, and reduce collateralization. Work with the market leader to grow profitability and increase franchise value.

IntraFi Network’s innovative balance-sheet management solution — known as IntraFiSM Network DepositsSM (formerly CDARS®, ICS®, and IND® deposit solutions) — empowers institutions to increase profitability, grow franchise value, manage liquidity more easily, and serve customers better. To learn more, visit


REI Business Lending

STREET ADDRESS: 2912 Enterprise Blvd, Durant, OK 74702
MAILING ADDRESS: PO Box 1335, Durant, OK 74702
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.



210 Park Avenue, Suite 1725, Oklahoma City, OK 73102
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, like us on Facebook, follow us on Twitter and/or connect with us on LinkedIn.



8200 South Western Blvd. #305, Dallas, TX 75206
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, and follow @SHAZAMNetwork.

S&P Global

S&P Global Market Intelligence

STREET ADDRESS:212 7th Street NE, Charlottesville, VA 22902
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
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.

T&S Online Marketing

1800 Canyon Park Circle, Suite 404, Edmond, OK 73013
PHONE: 405-285-0348
Contact: Tim Priebe,

T&S Online Marketing helps organizations with websites, social media, SEO, email newsletters, blogs, and online video. We have been in business since 2003 and can help with all aspects of digital marketing, from web design to branding to social media management.

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
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
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.


P.O. Box 2300, Tulsa, OK 74192
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!


1010 Grand Avenue, Kansas City, KS
PHONE: 816-860-1525
CONTACT: James Carlile

Upgrade, Inc. 

275 Battery Street, 23rd Floor, San Francisco, CA 94111
Phone: 415-940-7688
Contact: Nik Vukovich,

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


Verge Network Solutions, Inc

12308 Hidden Forest Blvd., Oklahoma City, OK 73142
Fax: 405-782-8422
Contact: Glen Patterson

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.



STREET ADDRESS: 2901 S. Portland, Oklahoma City, OK 73108
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.


PO Box 664, Amarillo, TX 79105
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
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.

Windsor Mortgage Solutions

3905  West 49th, Sioux Falls, SD 57106

PHONE: 605-275-1927
CONTACT: Stephanie Burt 

Windsor Mortgage Solutions is a service provided under Plains Commerce Bank.  We specialize in providing community banks a full service mortgage department that operates behind the scenes of your institution.  Our goal is to make our partners profitable with a process that ensures referral based results.