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ASSOCIATES
Agility Recovery
Solutions
bmc (Beard Miller Company LLP)
Bank Financial Services Group,
Inc.
Best Products Sales &
Services, Inc.
Clark Consulting
Crowe, Chizek and Company LLP
Dannible & McKee. LLP
Deluxe Financial Services, Inc.
Federal Home Loan Bank of New
York
Federated Investors, Inc.
Fifth Third Processing
Solutions
Financial Services, Inc.
Finger Lakes Technologies Group,
Inc.
Fiserv
FTN Financial
Harland Clark
Harland Financial
Solutions
Hodgson, Russ LLP
Integrated Compliance Solutions
(ICS)
Jamesson Associates
KeyBank Agent Banking Services
KPMG LLP
Kilpatrick Stockton LLP
Lodestone Banking Consultancy, Inc.
MKA Executive & Professional
Benefits, Inc.
M&T Bank
New York Business Development Corp.
Profit Solutions Group
R.W. Larson Associates, PC
Riehlman, Shafer & Shafer
Roosevelt & Cross,
Inc.
Ryan, Beck & Co.
Sandler O'Neill & Partners,
L.P.
Agility
Recovery Solutions
Julie DenBeste
Account Executive
7621 Little Avenue, Suite 218
Charlotte, NC 28226
Phone: 716-860-1208
Fax: 716-773-6073
Website: www.agilityrecovery.com
E-mail:
julie.denbeste@agilityrecovery.com
Atlantic
Central Bankers Bank
Jon Evans
President & CEO
1400 Market Street, PO Box 1109
Camp Hill, PA 17001
Phone: (717) 737-9335
Fax: (717) 737-1628
Website: www.atlanticcentral.com
E-mail: evans@atlanticcentral.com
Correspondent Banking
Atlantic
Central Bankers Bank
Larry Bloch
8 Kim Ann Place
Parlin, NJ 08859
Phone: (732) 316-0987
E-mail: cb2lb2@aol.com
Eric Tesche
1621 N. Cedar Crest Blvd. Suite 113
Allentown, PA 18104
Phone: (866) 240-3898
Website: www.ambassadorpartners.com
E-mail: etesche@ambassadorpartners.com
Financial Services, Broker/Dealer
Matt Darcangelo
Manager of Business Development
& Administration
5 McCrea Hill Road
Ballston Spa, NY 12020
Phone 518-885-5383
Fax: 518-885-5385
Email: mdarcangelo@aztechtech.com
Website: www.aztechtech.com
Environmental Services
bmc (Beard Miller Company LLP)
Joseph LaClair, CPA
Partner
115 Solar Street
Syracuse, NY 13204
Phone: (315) 471-2777
Fax: (315) 471-2128
Website: www.bmcvision.com
E-mail: joe.laclair@bmc-llp.com
Public Accounting Firm.
Bank
Financial Services Group, Inc.
Kevin Killian
Partner
731 Alexander Road, Suite 203
Princeton, NJ 08540
Phone: (609) 243-9395
Fax: (609) 243-8921
Website: www.bfsgroup.com
E-mail: kkillian@bfsgroup.com
Benefits,
Retirement Plans, Compensation
Best Products Sales & Services, Inc.
Chip Botjer
President
76 South Tyson Avenue
Floral Park, NY 11001
Phone: (516) 352-2707
Fax: (516) 326-0871
Website: www.bpsands.com
E-mail: chipb@bpsands.com
Bank Equipment: ATMs, Self Service Coin,
Check Imaging, Currency Counters, Kiosks
Clark
Consulting
Patrick Young
Senior Consultant
28 Van Wyck Dr.
Princeton Junction, NJ 08550
Phone: (609) 897-0700
Fax: (609) 897-1170
Website: www.clark-consulting.com
E-mail: patrick.young@clark-consulting.com
Benefits/Retirement Plans/Compensation.
Clark
Consulting
Matthew Henebry
Senior Consultant
15R Hartford Avenue, Suite 2EF
PO Box 228
Granby, CT 06035
Phone: (860) 413-3600
Fax: (860) 413-3603
Website: www.clark-consulting.com
E-mail: matt.henebry@clark-consulting.com
Benefits/Retirement Plans/Compensation/BOLI
Crowe
Chizek and Company LLC
Tony Rispoli
Sr. Manager
5900 Landerbrook, Ste. 205
Mayfield Heights Cleveland, OH 44124
Phone: (440) 449-9400
Fax: (440) 460-1302
Website: www.crowechizek.com
E-mail: arispoli@crowechizek.com
Audit, Tax, Risk Management & Technology.
Crowe,
Chizek and Company LLP
Mike Rarick
354 Eisenhower Parkway - Plaza One
Livingston, NJ 07039
Phone: (973) 422-4523
Fax:(973) 422-4520
Website: www.crowechizek.com
E-mail: mrarick@crowechizek.com
Tax & financial consulting, compliance, audit &
outsourced internal auditing.
Dannible
& McKee. LLP
Thomas Fiscoe
Partner
Financial Plaza, 221 South Warren Street
Syracuse, NY 13202
Phone: (315) 472-9127
Fax: (315) 472-0026
Website: www.dmcpas.com
E-mail: tfiscoe@dmcpas.com
Auditing, accounting & consulting services, including
tax planning business valuation, fraud examinations.
Deluxe
Financial Services, Inc.
Thomas Schmidt
64 Heritage Drive
Allentown, NJ 08501
Phone: (609) 206-2853
Website: www.deluxe.com
E-mail: tom.schmidt@deluxe.com
Check provider including solutions for improving
operating efficiencies, maximizing customer
relationships & managing risk.
Paul Rosen
Vice President of Business
Development and Marketing
200 Canal View Boulevard, Suite 200
Rochester, NY 14623
Phone: (585) 341-3520
Fax: (585) 402-7820
Website: www.e-chx.com
Email: prosen@e-chx.com
Payroll Solutions
W. Craig Eversole
President
402-A Legacy Park
Ridgeland, MS 39157
Phone: (601) 977-5525
Fax: (601) 977-5224
Website: www.theeversolegroup.com
E-mail: craig@theeversolegroup.com
Marketing Advertising
Federal
Home Loan Bank of New York
Adam Goldstein
Vice President & Director of Sales & Marketing
101 Park Avenue
New York, NY 10178
Phone: (212) 441-6812
Fax: (212) 949-0230
Website: www.fhlbny.com
E-mail: adam.goldstein@fhlbny.com
Increase availability of mortgages & home finance to
families of all income levels.
Fifth Third Processing Solutions
Jim Lumadue
300 International Drive, Suite 100
Williamsville, NY 14221
Phone: (716) 626-3044
Fax: (513) 534-7372
E-mail: jim.lumadue@53.com
Funds Transfer
Electronic funds transfer services, correspondent
banking, cash management, treasury management,
custody & safekeeping services
Financial
Services, Inc.
Brian McAllister
SVP Sales/Marketing
21 Harristown Road
Glen Rock, NJ 07452
Phone: (201) 652-6000 x202
Fax: (201) 652-7862
Website: www.insideFSI.net
E-mail: BMcAllister@insideFSI.net
Providing turnkey solutions for our customers since
1954, Financial Services, Inc. (FSI) is one of the largest
independently owned Data Processing and Item Processing
solution providers to the banking services industry. Clients
range from de novos to multi-billion dollar community banks.
FSI is committed to a complete, worry-free integration of its
products and services. Whether through our core banking
system, internet and bank by phone services, our item
processing capabilities, our hardware sales and support
division or any of our other customer centric services, FSI
offers you a turnkey solution that enables banks to do what they
do best, banking.
Finger
Lakes Technologies Group, Inc.
Paul Griswold
President & CEO
11 Framark Drive. Suite 20
Victor, NY 14564
Phone: (800) 653-6124
Fax: (585) 924-2619
Website: www.fltg.com
E-mail: paulg@fltg.com
Telephone Systems, Data Network, Engineering
Services, Internet Access, PC's, Servers.
Fiserv
Bill Morrin
Sales Executive
PO Box 5014
4 Fairfield Blvd.
Wallingford, CT 06492
Phone: (203) 284-7142
Fax: (203) 284-7185
Website: www.fiserv.com
E-mail: bill.morrin@fiserv.com
Full service data & item processing.
Fiserv
John Hoffman
Regional Sales Manager
601 General Washington Avenue
Norristown, PA 19403
Phone: (610) 630-3612
Fax: (610) 630-3614
Website: www.fiserv.com
E-mail: john.hoffman@fiserv.com
Check/Deposit Processing, Information Technology for
Banks.
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: bob.nance@ftnfinancial.com
Investment, tax, interest rate risk, asset/liability,
liquidity management, trust preferred issuance, stock
research, bank stock trailing, executive & employee
benefit design & implementation, bank owned life
insurance, corporate finance.
FTN
Financial
Sally Pace
845 Crossover Lane, Suite 150
Memphis, TN 38117
Phone: (901) 435-4725
Fax: (901) 435-4776
Website: www.ftnfinancial.com
Harland Clarke
Shawna Martin
Account Executive, Western New York
66 Lynette Drive
Rochester, NY 14616
Phone: (585) 663-3167
Fax: (585) 621-7739
Website: www.harlandclarke.com
E-mail: shawna.martin@harlandclarke.com
Checks & Forms, financial solutions, direct marketing
survey solutions, small businesses, MICR forms, credit
unions.
Harland Clarke
Gina Kurdi
Account Executive, Eastern Division
Harland Clarke
10 Laffin Lane
Poughkeepsie, New York 12603
Phone: (800) 382-0818 Voice Box: 2178
Website: www.harlandclarke.com
Email: Gina.Kurdi@harlandclarke.com
Harland Financial Solutions
Stacey Leone
Manager, Media & Public Relations
605 Crescent Executive Court, Suite 600
Lake Mary, FL 32746
Phone: (407) 804-6653
Fax: (407) 829-6715
Website: www.harlandfinancialsolutions
Email: stacey.leone@harlandfs.com
Hodgson,
Russ LLP
Christian Koelbl, III
Partner
One M&T Plaza Suite 2000
Buffalo, NY 14203
Phone: (716) 848-1256
Fax: (716) 819-4633
Website: www.hodgsonruss.com
E-mail: ckoelbl@hodgsonruss.com
Regulatory compliance & general counsel services.
HR Works, Inc.
Candace Walters
President
345 Woodcliff Drive
Fairport, NY 14450
Phone: (585) 381-8340 x11
Fax: (585) 385-2362
Website: www.hrworks-inc.com
E-mail: walters@hrworks-inc.com
Affirmative Action Plans, Training, Compensation, Audits
Employee Handbooks.
Iris Digital Video
Bruce Herman
Regional Sales Manager
54 Wolf Avenue
Malverne, NY 11565
Phone: (516) 644-3882
Fax: (516) 596-4260
Website: www.digitalvideocc.tv
E-mail: bherman@securitytexas.com
Patented Digital Surveillance System, Telecameras, ATM Light Monitoring
Integrated Compliance Solutions (ICS)
James H. Wistman, MBA
Director - New York Region
11 Penn Plaza, 5th Floor
New York, NY 10001
Phone (646) 241-5333
Fax (856) 439-1491
Website: www.icscompliance.com
E-mail: jwistman@icscompliance.com
Consulting - Compliance
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: mjamesson@aol.com
Asset/Liability management analysis and consulting,
strategic plan preparation, capital planning analysis
and facilitation.
KeyBank Agent Banking Services
Tom Hasson
Regional Sales Manager
4910 Tiedeman Road, OH 01-51-0211
Brooklyn, OH 44144
Phone: (216) 813-7344
Website: key.com/agentbank
E-mail: thomas_hasson@keybank.com
Surcharge-Free ATM Access (Bank)
KPMG
LLP
James McGrath, Jr.
Financial Services Partner
515 Broadway
Albany, NY 12207
Phone: (518) 427-4600
Fax: (518) 427-4622
Website: www.kpmg.com
E-mail: jmcgrathjr@kpmg.com
Public Accounting Firm, assurance, tax & legal,
consulting, financial advisory services.
Kilpatrick Stockton LLP
Eric S. Kracov
Partner
607 14th Street, NW, Suite 900
Washington, DC 20005
Phone: (202) 508-5800
Fax: (202) 508-5858
Website: www.kilpatrickstockton.com
E-mail: ekracov@kilpatrickstockton.com
Law Firm
LCS,
Inc.
Ted Duffy
3 ECOM Square
Albany, NY 12207
Phone: (518) 320-9103
Fax: (518) 320-9104
Website: www.lenderconsulting.com
E-mail: tduffy@lenderconsulting.com
Environmental consulting, commercial appraisal &
physical condition surveys.
LCS,
Inc.
Mark LiPuma
CEO
PO Box 406
Buffalo, NY 14205
Phone: (800) 474-6802
Fax: (716) 845-6164
Website: www.lenderconsulting.com
E-mail: mlipuma@lenderconsulting.com
Environmental consulting, commercial appraisal &
physical condition surveys.
Lighthouse Computer Services
Account Manager
11 Penn Plaza, 5th Floor
New York, NY 10001
Phone: (888) 542-8030
Fax: (401) 334-0719
Website: www.lighthousecs.com
E-mail: sroperti@lighthousecs.com
Technology Consulting: Consulting Services
Computer Hardware and Software
Lodestone Banking Consultancy, Inc.
Mark Clark
Executive Vice President
6901 Henderson Road
Jamesville, NY 13078
Phone: (315) 446-6411
Fax: (315) 445-9720
Website: www.lodestonebanking.com
E-mail: mclark@lodestonebanking.com
MKA Executive & Professional Benefits, Inc.
Barry Koslow
Principal
12 Gill Street, Suite 5600
Woburn, MA 01801
Phone: (781) 939-6050
Fax: (781) 939-6005
Website: www.mkabenefits.com
E-mail: bkoslow@mkabenefits.com
Design, implement, administer executive compensation
and benefit programs.
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.mandtbank.com
E-mail: sschumer@mandtbank.com
Geraldine Duits
Vice President, Financial Institutions Div.
1769 Route 52
Fishkill, NY 12524
Phone: (845) 440-2875
Website: www.mandtbank.com
E-mail: gduits@mandtbank.com
ATM Access, Check Image Clear, International Trade
Services, Public Fund Collateral Custody, BOLI,
Trust Preferred, Fed Funds, Loan Participations,
Holding Company Facilities, Letters of Credit,
Foreign Exchange Services, Domestic and
International Funds Transfers, Pension Services,
Wholesale Mortgage Products and Investment Management
Services.
The
Money Solutions Group
Fraz Lazreg
61 Highview Avenue
Orangeburg, NY 10962
Phone: (845) 398-0097
Fax: (845) 398-3316
Website:
www.moneyconcept.com
E-mail:
flazreg@moneyconcepts.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: mackrell@nybdc.com
Provides small business loans in participation with
member banks.
Nixon Peabody LLP
Bruce Baker
Partner
PO Box 1051
Rochester, NY 14603
Phone: (585) 263-1000
Fax: (585) 263-1600
Website: www.nixonpeabody.com
E-Mail: bbaker@nixonpeabody.com
Attorney
Partners
& Associates
John Connors
President
1 Devonshire Road
Ballston Lake, NY 12019
Phone: (518) 399-5872
Fax: (518) 399-0972
Website: www.partners.com
Speakers
Pentegra
Mike Petrulla
1206 Minnesinc Road
Manasquan, NJ 08736
Phone: (914) 821-9532
Fax: (914) 694-9384
Website: www.pentegra.com
E-mail: mpetrulla@pentegra.com
Retirement products & services, 401(k), ESOP, profit
sharing plans, defined benefit pension plans, cash
balance plans, executive benefit & director programs.
Pentegra
Joan Wheeler
Regional Marketing Director
108 Corporate Drive
White Plains, NY 10604
Phone: (800) 872-3473
Fax: (914) 694-9384
Website: www.pentegra.com
E-mail: jwheeler@pentregra.com
Retirement products & services, 401(k), ESOP, profit
sharing plans, defined benefit pension plans, cash
balance plans, executive benefit & director programs.
PW
Campbell
David Welsh
Regional Vice President
109 Zeta Drive
Pittsburgh, PA 15238
Phone: (800) 714-6324
Fax: (800) 963-5966
Website: www.pwcampbell.com
E-mail: david.welsh@pwcampbell.com
Founded in 1910 PWCampbell is a leading provider
of quality planning, design and construction services
for the banking industry. The PWCampbell Complete
Facility SolutionsTM services include: strategic
Facility planning, space planning, market/demographics.
Profit Solutions Group
Paul Fitzpatrick
PO Box 5
Hamburg, NY 14075
Phone: (716) 310-3588
Fax:
Website:
www.profitsolutionsgrp.com
E-mail:
pfitzpatrick@profitsolutionsgrp.com
Financial Institution Consulting
John L. Shedd, AIA
Architect/Director of Business Development
310 Fairmount Avenue
Jamestown, NY 14701
Phone: (716) 487-0354
Fax: (716) 487-0438
Website:
www.rwlarsonarchitects.com
E-mail: jshedd@rwlarsonarchitects.com
R.W. Larson is a leading financial facility architectural
firm of licensed architects, landscape architects
and interior designers. We work directly for our banking clients
passing all value-designed savings along to you, working
in your best interests. Starting with feasibility studies and site
selection through construction and occupancy, we provide
everything you need for your facilities.
Red Hawk Industries (formerly Brown Securites)
Paul Brown
Branch General Manager
701 Seneca Street
Buffalo, NY 14210
Phone: (716) 845-6480
Fax: (716) 845-6159
Website: www.brownsecurity.com
Supplier of banking systems, & equipment-provider of
single source project design & construction.
Christopher Chapman
397 Rt. 281, PO Box 430
Tully, NY 13159
Phone: (315) 696-6347
Fax: (315) 696-0243
Website: www.riehlmanshafer.com
Email: cchapman@riehlmanshafer.com
Full service law firm with a division specializing in creditor's rights.
Roosevelt & Cross,
Inc.
Lawrence D. Seymour
Senior 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:
lseymour@roosevelt-cross.com
Research, purchase, sale, underwriting, trading,
distribution & marketing of bank qualified tax
exempt securities.
Roosevelt
& Cross, Inc.
Joseph Haller
295 Main Street, Suite 718
Buffalo, NY 14203
Phone: (800) 462-7233
Fax: (716) 856-6963
Website: www.roosevelt-cross.com
E-mail:
jhaller@roosevelt-cross.com
Roosevelt
& Cross, Inc.
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: dwagner@roosevelt-cross.com
Roosevelt & Cross, Inc.
William Welsh
Vice President
20 Exchange Street
New York, NY 10005
Phone: (212) 504-9226
Fax: (212) 344-5771
Website: www.roosevelt-cross.com
E-mail: wwelsh@roosevelt-cross.com
Roosevelt
& Cross, Inc.
Joe Arena
20 Exchange Place
New York, NY 10005
Phone: (212) 344-2500
Website:
www.roosevelt-cross.com
E-mail: jarena@roosevelt-cross.com
Ryan, Beck & Co.
Michael Rasmussen
Director
650 Madison Avenue 10th Floor
New York, NY 10022
Phone: (212) 407-0532
Website: www.stifel.com
E-mail: mike.rasmussen@stifel.com
Investment Banking/Management
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
E-mail: dolstein@sandleroneill.com
Full service investment banking, financial
management and advisory.
Suchak
Data Systems, Inc.
Vinod Suchak
President & CEO
2085 Baseline Road
Grand Island, NY 14072
Phone: (716) 773-1483 ext. 100
Fax: (716) 773-7692
Website: www.sdsbanksys.com
E-mail: vinod@sdsbanksys.com
Advanced processing technology solutions. In-house
or service bureau alternatives. Core, check/item,
imaging, SDS Channel Mgmt. System Suite - ATM
Processing, Telephone & Internet Banking.
UHY Advisors, Inc.
Howard Foote
Managing Director
66 State Street
Albany, NY 12207
Phone: (518) 449-3166
Fax: (518) 449-5832
Website: www.uhy-us.com
E-mail: hfoote@uhy-us.com
Public Accounting Firm. Consulting and Assurance
Service.
Vining-Sparks
IBG
Michael Kaplan
Senior Vice President
775 Ridge Lake Boulevard
Memphis, TN 38120
Phone: (800) 786-0990
Fax: (901) 762-6410
Website: www.viningsparks.com
E-mail: mkaplan@viningsparks.com
Bond accounting, safekeeping, arbitrage, capital
enhancement, free quarterly reviews, seminars,
government agencies, new & secondary trading,
mortgage-backed securities, SBA loans bought & sold.
Wachovia
Richard Ahlmeyer
190 River Road
Summit, NJ 07901
Phone: (908) 598-3243
Fax: (908) 598-3246
Website: www.wachovia.com
E-mail: richard.ahlmeyer@wachovia.com
Wachovia Bank offers correspondent banks the broadest array of financial services available. Our long heritage and commitment to this business has made Wachovia unrivaled in helping our correspondent banking customers enhance their financial performance and better service their clients. Our comprehensive product array is delivered through a dedicated staff of seasoned professionals. Wahovia Bank offers a single point of contact to deliver financial solutions.