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Associates
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Accume Partners

Mary Radley
Senior Manager
1500 Broadway, Suite 510
New York, NY 10036
Phone: (631) 294-9412
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

All Covered Finance

Bill Lodovico
Sr. IT Services Consultant
288 Summer Street
Bristol, CT 06010
Phone: (860) 977-5736
Website: www.allcovered.com
E-mail:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Patrick H. Whelan - CISA
Sales Manager, Financial Division
All Covered Finance Practice
IT Compliance and Cybersecurity from Konica Minolta
7000 Commerce Pkwy., Suite A
Mt. Laural, NJ 08054
Phone: (856) 4221
Cell: (908) 596-0843
Fax: (856) 795-4341
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Website: www.allcovered.com/finance 

Industry leading provider of IT, compliance and security services for financial institutions.


Atlantic Central Bankers Bank

Jon Evans
President & CEO
1400 Market Street, PO Box 1109
Camp Hill, PA 17001
Phone: (717) 441-4616
Fax: (717) 737-7975
Website: www.atlanticcentral.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Brian Good
Correspndent Banking Officer
1400 Market Street, PO Box 1109
Camp Hill, PA 17001
Phone: (717) 737-9335
Fax: (717) 737-1628
Website: www.atlanticcentral.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Correspondent Banking


BBN Bankers' Bank Northeast

Susan W. Salecky
SVP - Marketing and Sales
43 Western Blvd.
Glastonbury, CT 06033
Phone: (860) 633-5525
Fax: (860) 633-5877
Website:www.bankersbanknortheast.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Wholesale Correspondent Bank: Provides array of services to over 190 Financial Institutions throughout New England and New York. FDIC insured, member of Federal Reserve, and Federal Home Loan Bank


Bankers Healthcare Group

Brett Pugh
201 Solar Street
Syracuse, NY 13204
Phone: (866) 297-4664
Fax: (315) 637-4686
Website: www.bhg-inc.com 

Bankers Healthcare Group originates quality medical loans for hundreds of community banks nationwide. To date, no bank has experienced a loss with BHG originated loans.


BDO USA, LLP

Joseph E. LaClair, CPA
Partner
320 Market Street, 6th Floor
Harrisburg, PA 17101
Phone: (717) 233-8800
Fax: (717) 233-8801
Website: www.bdo.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it


Services: CPA Services, Consulting, Tax Services 

BDO's Financial Institutions practice understands the unique needs and complex issues banks face - from complying with Dodd-Frank provisions or growing through mergers and acquisitions, to addressing paradigm changes in corporate governance and raising capital. Working with banks ranging size from start-ups to multibillion dollar institutes, we provide a comprehensive suite of integrated, value-added services. We take a proactive approach to addressing concerns before they become major issues, and provide tailored services that best fit your needs. For non-audit clients, we provide a broad range of advisory services including assistance with internal audit, risk advisory, internal control design and testing and other accounting services.


BFS Group, Inc.

David Schunke
Associate Director
411 S. State Street, 3rd Floor
Newton, PA 18940
Phone:  (267) 291-2130
Website:  www.bfsgroup.com
E-mail:   This e-mail address is being protected from spambots. You need JavaScript enabled to view it

BFS Group is setting the standard as the industry’s leading professional in assisting banks in all facets related to Bank Owned Life Insurance (“BOLI”), as well as executive/director compensation benefit plans.  Our consultative approach to education, evaluation, implementation, along with regulatory compliance is unmatched.  BFS Group is your bank’s partner, not just another vendor.


The Bonadio Group

Jamie L. Keiser, CPA
Partner
432 North Franklin Street
Syracuse, NY 13204
Phone:  (315) 422-7109
Website:  www.bonadio.com 
E-mail:   This e-mail address is being protected from spambots. You need JavaScript enabled to view it  

Services: Accounting & Auditing; Tax Planning & Compliance; Business Advisory; Personal & Business Finance


Bowers & Company CPAs, PLLC

Donald R. Kimber
Partner
1700 AXA Tower II
120 Madison Street
Syracuse, NY 13202
Phone: (315) 234-1100
Fax: (315) 234-1111

Website: www.bcpllc.com
E-mail:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Accounting Firm


COCC

Susan Salecky
Vice President, Business Development
100 Executive Blvd.
Southington, CT 06489
Phone: (860) 678-0444 Ext. 570
Website:  www.cocc.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it  

Services: Computer Banking Products and Services; Data Processing; Internet Banking Products and Services


CEIS Review

Justin Hill
Marketing Manager
75 Broad Street, Suite 820
New York, NY 10004
Phone: (212) 967-7380
Fax: (212) 967-7365
Website: www.ceisreview.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Consulting services related to commercial and consumer lending activities. Services include Loan Review, Loan Loss Reserve Methodology and Validation, CRE Concentration analysis, Portfolio Stress Testing, Portfolio Acquisition Review, and related services.


Computer Professionals Intl

David Fribourg
Client Business Manager
2165 Technology Drive
Schenectady, NY 12308
Phone: (518) 836-2768
Website: www.comproinc.com
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it  


CPI helps financial service organizations implement and manage data centers while providing secure delivery of applications across the network.

PRODUCTS & SERVICES: Compliance, data processing, information technology


Computer Services, Inc. (CSI)

Stuart Mclellan, RVP
3901 Technology Drive
Paducah, KY 42001
Phone: (270) 442-7361
Website: www.csiweb.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Computer Services, Inc. (CSI) is a customer service company that delivers innovative technology solutions to financial institutions nationwide. A total solutions provider, CSI offers core processing, managed services, mobile and internet solutions, payments processing, print and electronic distribution and regulatory compliance solutions. 


Construction Monitoring Consultants, Inc.

Brian S. Smith
Senior Vice President
4242 Ridge Lea Road, Suite #11
Buffalo, NY 14226 
Phone: (716) 989-4417
Website: www.go-cmc.com 
               www.integratasystems.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Founded in 1988, CMC has served the diverse needs of commercial real estate lenders for nearly 30 years. CMC provides cost effective construction consulting and due-diligence, project oversight and progress monitoring, upfront plan and cost review, property condition assessment, portfolio management and loan administration services. In addition to our core serves, CMC provides custom technology-based solutions and data analytics to better measure, manage, and monitor lending risks while reinforcing critical credit and load administration functions within financial institutions.

Products & Services:

Banking Software; Compliance; Construction Lending Due Diligence; Construction Lending Risk Management; Portfolio Management; Information Technology and Security; Document Management; Work-flow Automation


 


Continuity

Noel May
VP of Marketing
59 Elm Street
New Haven, CT 06510
Phone: (202) 329-3170
Website: www.continuity.net

Continuity is a leading provider of Regulation Technology (RegTech) solutions that automate compliance management for financial institutions of all sizes. By combining regulatory expertise and cloud technology, Continuity provides a proven way to reduce regulatory burden and mitigate compliance risk. Our ecosystem of solutions is designed to automate all aspects of compliance management, from interpretation of regulatory issuances through to intuitive task delegation, vendor management and board reporting. Continuity serves hundreds of institutions across 40 states. For more information about Continuity, visit www.Continuity.net.


Crowe Horwath

Wendy Cama
Partner
488 Madison Avenue, Floor 3
New York, New York 10022
Main Phone: (212) 572-5500
Direct Phone: (212) 572-5581
Fax: (212) 572-5572

Website: www.crowehorwath.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Brian Hecker
Partner
488 Madison Avenue, Floor 3
New York, New York 10022
Main Phone: (212) 572-5500
Direct Phone: (212) 572-5581
Fax: (212) 572-5572

Website: www.crowehorwath.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Accounting Firm: Tax & Financial consulting, compliance, audit & outsourced internal auditing.


D+H

Stacey Leone
Director of Public Relations & Events
605 Crescent Executive Court, Suite 600
Lake Mary, FL 32746
Phone: (800) 989-9009 x6653
Fax: (407) 829-6715
Website: www.dh.com
Email:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

D+H is a leading financial technology provider the world's financial institutions rely on every day to help them grow and succeed. Our global transaction banking, lending, payments and integrated core solutions are trusted by nearly 8,000 banks, specialty lenders, community banks, credit unions, governments and corporations. For more information, visit dh.com. 


EscapeWire Solutions

Chris Hart-Nova
CEO
617 Dingens Street
Buffalo, NY 14206
Phone: (716) 893-4984
Website: www.escapewire.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

EscapeWire Solutions is a managed IT Solutions service provider. We have been servicing clients across multiple industries for over 13 years and have built our reputation on trust, expertise and dedicated customer service. EscapeWire works closely with each client to assure they have a program to meet their IT needs. 


Federal Home Loan Bank of New York

Adam Goldstein
SVP, Head of Sales & Business Development
101 Park Avenue
New York, NY 10178
Phone: (212) 441-6700
Fax: (212) 949-0231
Website: www.fhlbny.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

The FHLBNY is part of a government-sponsored enterprise, owned by its stockholders, that provides wholesale liquidity to member community lenders in New York, New Jersey, Puerto Rico and the U.S. Virgin Islands to help them more effectively meet the needs of their customers and CRA responsibilities. The FHLBNY is committed to operating a financially safe and sound organization and fostering diversity at all levels by ensuring the inclusion of minorities, women, and individuals with disabilities in employment, in its business activities, and in service contracts.



Fiduciary Services, Inc.

Sarah Hill Buck, Esq.
President
1890 S. 14th Street
Amelia Island, FL 32034
Phone: (904) 491-1150 
Fax: (716) 568-8435

Website: www.court-accounting.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Fiduciary accounting for judicial and non-judicial settlement


Finger Lakes Technologies Group, Inc.

Paul Griswold
President & CEO
11 Framark Drive. Suite 20
Victor, NY 14564
Phone: (585) 924-3510
Fax: (585) 924-2619
Website: www.fltg.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Technology: Cisco Systems, Premier PLUS Certified Partner, IP Telephony, Security and Wireless Specialized Partner. Convergence of Data, Voice, Internet, Video and Wireless. Offices in Victor, Phelps & Trumansburg, NY


First American Payment Systems

Shawn Dillon
VP, Financial Institutions
100 Throckmorton Street, Suite 1800
Fort Worth, TX 760102
Phone: (817) 317-9122
Fax: (817) 317-9108
Website: www.first-amercian.net
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

First American is a merchant services provider focused on community banks. Our in-house products and solutions will drive revenue growth and customer acquistion for your bank. Let us be your tru partner in payments.


Freed Maxick CPAs, P.C.


Mark Stebbins
Director
424 Main Street, Suite 800
Buffalo, NY 14202
Phone: (716) 847-2651
Fax: (716) 847-0069
Website: www.fereedmaxick.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

  • CPA Services
  • Internal Audit
  • Tax Services

Freed Maxick CPAs, P.C. is one of the largest accounting and consulting firms in Western New York and a Top 100 largest CPA firm in the United States. Serving closely held businesses, SEC companies, governmental and not-for-profit clients across New York as well as nationally and internationally. Freed Maxick mobilizes high-performance professionals to guide client growth, compliance, security and innovation. 


First Data Corporation

Kurt Silvers
Business Consultant
6902 Pine Street
Omaha, NE 68106
Phone: (585) 857-5411
Website: www.firstdata.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

A leading cost effective provider of innovative Non-Core Community Banking  products. Call or Email to discuss our scalable offerings such as; Online/Mobile banking, Voice Services, EFT, Debit/Credit solutions, Star, Apple Pay and Loan Processing.  First Data is committed to quickly growing your ROI and customer base.


FPS Gold

Gary Davis
Vice President
1525 W 820 N
Provo, UT 84601
Phone: (801) 429-2132
Fax: (801) 374-5316
Website: www.fps-gold.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Products and Services - Banking Software, Computer and Banking Products and Services, Data Processing

For almost 50 years, FPS Gold has provided services to large commercial institutions as well as small community banks nationwide. These services include core processing, accounting, deposits, and loans, as well as Internet and mobile banking. Their banking customers can perform transactions from anywhere in the world at any time.


FTN Financial

Bob Nance
Senior Vice President
845 Crossover Lane, Suite 150
Memphis, TN 38117
Phone: (901) 934-8740
Fax: (901) 435-8201
Website: www.ftnfinancial.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Preston Carpenter
Vice President
845 Crossover Lane, Suite 150
Memphis, TN 38117
Phone: (901) 435-4725
Fax: (901) 435-4776
Website: www.ftnfinancial.com
E-mail:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Sally Pace
Director of Marketing
845 Crossover Lane, Suite 150
Memphis, TN 38117
Phone: (901) 435-4725
Fax: (901) 435-4776
Website: www.ftnfinancial.com

Investment Banking Management: Investment, tax, interest rate risk, asset/liability, liquidity management, trust preferred issuance, stock research, bank stock trading, executive and employee benefit design & implementation, bank owned life insurance, corporate finance


Genesis PPG

Jacob Arnold
Director of Operations
10225 Main Street
Clarence, NY 14031
Phone: (716) 407-3213
Fax: (716) 407-3215
Website:
www.genesisppg.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Merchant Services: Credit Card Processing, Card Security, POS, E-Commerce, Mobile Solutions.

Genesis PPG is merchant service company headquartered in upstate New York and has a unique approach to servicing bank clients. Our attention to customer service and credit card security is second to none. We look forward to working with you.


Harland Clarke Corp.

Shawna Martin Miller
Senior Account Executive
Phone: (585) 317-6622
Fax: (585) 621-7739
Website:
www.harlandclarke.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Gina Kurdi
Key Account Executive, HC Solutions
Phone: (845) 462-5167
Website: www.harlandclarke.com
Email:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Harland Clarke Corp. is a leading provider of best-in-class integrated payment solutions including checks, marketing services, card services and analytics, serving multiple industries including financial services, retail, healthcare, insurance, and telecommunications.


Invictus Consulting Group, LLC

George Callas
Managing Partner, National Sales Director
164 Horton Street
Bronx, NY 10464
Phone: (718) 219-0441
Website: www.invictusgrp.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Invictus is the industry thought-leader in bank analytics. Our groundbreaking tools and new analytical processes have changed how bank executives approach strategic and capital planning, stress testing and mergers and acquisitions. Our analysis gives banks, investors and insurers the edge in executing their plans and developing their businesses.

  • Merger and Acquisition Services; Strategic Analytics; Capital Planning

Jamesson Associates

Michael Jamesson
Principal
PO Box 167
Scottsville, NY 14546
Phone: (585) 889-8090
Fax: (585) 889-8090
Website: www.jamessonassociates.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Consultants: Asset/Liability management analysis and consulting, strategic plan preparation, capital planning analysis and facilitation


The Kafafian Group, Inc.

Robert E. Kafafian
President & CEO
2001 Route 42, Suite 209
Parsippany, NJ 07054
Phone: (973) 299-0300
Fax: (973) 299-1002
Website: http://kafafiangroup.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Products and Services: Consulting, Investment Banking, Profitability Analyses
The Kafafian Group is a finance, strategy, and operations consulting firm specializing in performance measurement, profitability outsourcing, strategic and business planning, regulatory assistance, profit/process improvement, board and management advisory services, and investment banking advisory services. 


KPMG LLP

James G. McGrath, Jr.
Financial Services Partner
515 Broadway
Albany, NY 12207
Phone: (518) 427-4606
Fax: (518) 689-4729
Website: www.kpmg.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Daniel J. White
515 Broadway
Albany, NY 12207
Phone: (518) 427-4845
Fax: (518) 689-4731
Website: www.kpmg.com
E-mail:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Accounting Firm/Financial Services: assurance, tax & legal, consulting, financial advisory services


Luse Gorman, PC

Jeff Cardon
Partner
5335 Wisconsin Avenue, Suite 780
Washington, DC 20015
Phone: (202) 274-2033
Fax: (202) 362-2902
Website: www.luselaw.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Law firm that specialises in representing community banks with respect to corporate, regulatory, securities and employee benefits/executive compensation matters.


M & T Bank

Steven R. Schumer, CTP
Vice President, Financial Institutions Div.
One Fountain Plaza
Buffalo, NY 14203
Phone: (716) 848-7332
Fax: (716) 848-7318
Website: www.mtb.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

David Gordon
Vice President, Financial Institutions Div.
401 Broadhollow Road, Suite 100
Melville, NY 11747
Phone: (516) 391-7629
Fax: (516) 740-0797
Website: www.mtb.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Correspondent Banking Services: Public Fund Collateral Custody,Check Image Clearing, Fed Funds, International Trade Services, Holding Company Facilities, Letters of Credit, Foreign Exchange Services, Bank Insurance Services, Loan Participations, Domestic and International Funds Transfers, Pension Services, Wholesale Mortgage Products and Investment Management Services.


Main Street, Inc.

Lisa Beck
Chief Marketng Officer
920 19th Street, N
Birmingham, AL 356203
Phone: (205) 380-4000
Fax: (866) 785-4581
Website: www.mainstreetinc.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Main Street Member Services has provided checks and accessories to financial institutions for nearly 20 years. We offer products at competitive prices and a seamless level of service. Each of our clients receives a personalized experience, from our customized check programs to our dedicated client services teams. Visit us online at www.mainstreetinc.com.


New York Business Development Corp.

Patrick J. MacKrell
President & CEO
50 Beaver Street, 6th Floor
Albany, NY 12207
Phone: (518) 463-2268
Fax: (518) 463-0494
Website: www.nybdc.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Credit/Bank Services: Provides small business loans in participation with member banks.


Northwestern Mutual Life Insurance Co.

John K. Hart
Director of Business & Estate Planning
360 Delaware Avenue, # 350
Buffalo, NY 14202
Phone:  (716) 854-3976
Website:
www.nmfn.com//johnhart
E-mail:   This e-mail address is being protected from spambots. You need JavaScript enabled to view it  

Services: Executive Benefit Planning


OTC Markets Group

Joe Oltmanns
vice President - Corporate Services
304 Hudson Street
New York, NY 10013
Phone: (212) 896-4447
Website: www.otcmarkets.com
E-mail:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

OTC Markets Group operates open, transparent, and connected financial marketplaces for 10,000 US and global securities.


PNC Financial Services, Inc.

David E. Jones
Managing Director
One PNC Plaza, 26th Floor
249 5th Avenue
Pittsburgh, PA 15222
Phone: (412) 768-5404
Fax: (412) 762-7287
Website: www.pnc.com
E-mail:  This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Correspondent Banking: Credit Products, Treasury Management A/L Management, Balance Sheet Strategies


Pentegra Retirement Services

Fabrizio D’Uva
Non Qualified Benefits & BOLI Consultant
Pentegra Retirement Services
701 Westchester Avenue, Suite 320E
White Plains, New York 10604-3805
Phone: (800) 872-3473
Website:
www.pentegra.com
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Services: Retirement plan service provider


Promontory Interfinancial Network, LLC

Kevin Hamilton
Regional Director/NY
1300 North 17th Street, Suite 1800
Arlington, VA 22209
Phone: 866-776-6426 Ext. 3329
Fax: (703) 329-3342
Website: www.promnetwork.com 
Email:   This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Promontory helps financial institutions of all sizes thrive. Promontory Network members use its solutions  ̶  Bank Assetpoint®, Insured Cash Sweep®, or ICS®, CDARS®, IND®, and Yankee Sweep®  ̶  to source new asset opportunities, diversify their asset portfolios, reduce collateral requirements, purchase funding, and build multi-million-dollar relationships. Visit promnetwork.com or contact Kevin Hamilton This e-mail address is being protected from spambots. You need JavaScript enabled to view it , (866) 776-6426 ext. 3329 to find out how Promontory can help your bank manage its balance sheet more profitably.

Limits and other terms and conditions apply. Bank Assetpoint, Insured Cash Sweep, ICS, CDARS, IND, and Yankee Sweep are registered service marks of Promontory Interfinancial Network, LLC.


RSK Compliance Solutions, LLC

Asaad Faquir
Director
2001 Route 46 
Waterview Plaza, Suite 310
Parsippany, NJ 07054
Phone: (855) 860-4888
Fax: (732) 651-1128

Website: www.rskcompliance.com
Email: r This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Services: Compliance Monitoring, Compliance Training, Customized Compliance Program Development, Mortgage Quality Control Review, Fair Lending, Unfair, Deceptive, or Abusive Acts & Practices, Bank Secrecy Act/AML & OFAC, Compliance Consulting, Mystery Shopper


Resident Home Funding

George Pakenham
Business Development
100 Lanidex Plaza, 2nd Floor 
Parsippany, NJ 07054
Phone: (917) 972-0060
Website: www.rhfunding.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

We are a mortgage banker that services residential and commercial properties with a variety of loan products. 


Ridgelogic Development

Dave Hastie
609 Dingens Street
Buffalo NY 14206
Phone: (716) 863-4706
Website: www.ridgelogic.com
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

RidgeLogic Development provides digital signage software applications, content design and programming services to meet the needs of end users, resellers and OEM partners. We are committed to helping people tell a multimedia story that can be shared with family, friends, customers or staff.

The executive team at RidgeLogic has many years of experience in the digital signage industry. We have designed content, installed products at end user locations, built sales channels and developed relationships with major hardware vendors. This experience provides our team a comprehensive understanding of our industry and the ability to deliver total solutions. 


Riehlman, Shafer & Shafer

Christopher Chapman
397 Rt. 281, PO Box 430
Tully, NY 13159
Phone: (315) 696-6347
Fax: (315) 696-0243
Website: www.riehlmanshafer.com
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Law Firm: Full service law firm with a division specializing in creditor's rights


Roosevelt & Cross, Inc.

Joseph Haller
295 Main Street, Suite 718
Buffalo, NY 14203
Phone: (716) 856-6950
Fax: (716) 856-6963
Website:
www.roosevelt-cross.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

David Wagner
Asst. Vice President
295 Main Street, Suite 718
Buffalo, NY 14203
Phone: (716) 856-6950
Fax: (716) 856-6963
Website: www.roosevelt-cross.com
E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

William Welsh
Senior Vice President
55 Broadway
One Exchange Plaza, 22nd Floor
New York, NY 10005
Phone: (212) 504-9226
Fax: (212) 344-5771
Website: www.roosevelt-cross.com
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Joe Arena
20 Exchange Place
New York, NY 10005
Phone: (212) 344-2500
Website: www.roosevelt-cross.com
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Financial Services: Research, purchase, sale, underwriting, trading, distribution & marketing of bank qualified tax exempt securities


Sandler O'Neill & Partners, L.P.

Richard Olstein
Managing Director
919 3rd Avenue, 6th Floor
New York, NY 10022
Phone: (212) 466-7818
Fax: (212) 466-7888
Website: www.sandleroneill.com
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Investment Banking/Management: Full service investment banking, financial management and advisory


Security Management Partners

Joan Cappadona
Administration Manager
391 Totten Pond Road, Suite 201
Waltham, MA 02451
Phone: (781) 890-7671 ext. 214
Fax: (781) 890-1454
Website: www.smpone.com
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IT Security Audit and Assessment: Professional consulting firm with a singular focus on providing security services to identify, test and provide remediation advice to eliminate external and internal information security risks.


SHAZAM

James P. Ghiglieri, Jr.
Sr. Vice President
6700 Pioneer Parkway
Johnston, IA 50131
Phone: (309) 678-9021
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www.shazam.net

The SHAZAM network is a member-owned electronic funds transfer (EFT) network providing choice and flexibility to community financial institutions across the US since 1976. SHAZAM is a single source provider for the following services: debit card, core, fraud, ATM, marketing and more. To learn more visit SHAZAM.net and follow @SHAZAMNETWORK.


Smith & Wilkinson

Cameron Boyd
Partner
383 US Route 1, Suite 1D
Scarborough, ME 04074
Office: (207) 289-3129
Fax: (207) 221-1230
Website: www.smithandwilkinson.com 
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Chris Kelley
Partner
383 US Route 1, Suite 1D
Scarborough, ME 04074
Office: (207) 289-3135
Fax: (207) 221-1230
Website: www.smithandwilkinson.com 
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Executive Recruiting: Executive search and recruiting firm for the banking and credit union industries. Experts in delivering high level assets for community and regional banks.


Strategic Resource Management, Inc.

Ben Mrva
Executive Vice President
5100 Poplar Avenue, Suite 2500
Memphis, TN 38137
Phone: (901) 681-0204
Fax: (901) 685-0480
Website: www.srmcorp.com
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SRM is currently serving over 200 financial institutions to reduce expenses, enhance revenue and maximize bottom line performance. Drawing on its extensive experience, market insight, and proprietary benchmarking database, SRM helps banks improve their bottom line, without sacraficing qulaity or valued vendor relationships.


Stratis Technologies, Inc.

Mark Shuff
603 North Shore Drive, Suite 203
Jeffersonville, IN 47130
Phone: (800) 581-1511
Fax: (330) 437-3043
Website: www.stratistech.com
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Stratis Technologies helps financial institutions tailor their deposit products to optimize customer satisfaction and product profitability. Areas of expertise include: demand deposit configuration, start fresh banking - a proprietary "second chance" program, overdraft protection program optimization, and customer onboarding/communication strategies. 

    • Customer Relationship Management; New Account Verification Service; Overdraft Privilege Service

The James Paul Group

Eric Scholnick
Regional Vice President
36 Cherry Hill Ct.
Briarclif Manor, NY 10510
Phone: (914) 671-5600
Website: www.jamespaulgroup.com
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The James Paul Group specializes in providing solutions to the key challenges facing banks today in attracting, engaging, converting, and expanding customer relationships. They are skilled in delivering training and consulting solutions that give their bank clients the competitive edge required to achieve and sustain optimal profitability.

      • Consulting; Sales Training; Training

T. Gschwender & Associates, Inc.

Bharpur "Bo" Singh
President & Owner
311 Montgomery Street, Suite 1
Syracuse, NY 13202
Phone: (315) 701-1293
Fax: (315) 701-1296
Website: www.tgschwender-assoc.com
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Consultant/Credit/Bank Services/Environmental Due Diligence Services


Travelers Insurance Company

Jason Crittendon
Managing Director
29th Floor, West Tower
1500 Market Street
Philiadelphia, PA 19102
Phone: (267) 675-3151
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Website:
www.travelers.com

Insurance Services


UHY Advisors, Inc.

Patrick J. Hughes
Partner
4 Tower Place, Executive Park, 7th Floor
Albany, NY 12207
Phone: (518) 449-3171
Fax: (518) 449-5832
Website: www.uhy-us.com
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Accounting Firm: Consulting and Assurance Service


Vanacore, DeBenedictus, DiGovanni & Weddell, LLP

Tom Craven
Specialist
11 Racquet Road
Newburgh, NY 12550
Phone: (845) 567-9000 X209
Fax: (845) 567-9228
Website: www.vddw.com
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CPA Firm providing audit, tax, and accounting services in New York State.

  • CPA Services, Consulting, Estate Planning, Expense Management, Fraud Protection/Remediation, Internal Audit

Volum8 Creative, Inc.

Charles Graham
President
3 Wallkill Ave., Unit C1
Montgomery, NY 12549
Phone: (845) 202-2206
Fax: (253) 669-8568
Website: www.volum8.co
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Volum8 is a highly specialized branding, web design/development, and local search optimization company. We focus on user experience and storytelling with a strong understanding of the millennial market.

        •  Consulting; Information Technology; Marketing and Public Relations

Wolf & Company, P.C.

Gerald R. Gagne
Director, Risk Management Services
99 High Street
Boston, MA 02110
Phone: (617) 439-9700
Fax: (617) 423-6229
Website:
www.wolfandco.com
Email:
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Stephen R. King
Director, Regulatory Compliance
99 High Street
Boston, MA 02110
Phone: (617) 439-9700
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John Doherty
Financial Institution Audit and Tax
99 High Street
Boston, MA 02110
Phone: (617) 439-9700
Email:
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Accounting Firm/Consultant/Technology Services: Risk Management Services, Bank Audit & Tax