Associate Members

abrigo (Formerly Banker's Toolbox)
Persis Tuttle, Sr. Marketing Partnerships Mgr.
5444 Wade Park Blvd., Ste. 400
Raleigh, NC  27607
Phone:  (919) 259-5142
email:  persis.tuttle@abrigo.com
URL:  http://www.abrigo.com

abrigo helps community financial institutions manage risk and drive growth.  Their solutions automate key processes - from anti-money laundering to fraud detection to lending solutions - empowering our customers by addressing their Enterprise Risk Management needs.

Advantage Health Plans Trust
Jay Kempton, Plan Administrator
13431 Broadway Extension, Suite 130
Oklahoma City, OK  73114
Phone:  (800) 521-1711
email:  jkempton@kemptongroup.com
url:  www.advantagehealthplans.com

Advantage Health Plans Trust, offers services meant to help make your life just a little easier. Whether you need comprehensive medical coverage or 
a voluntary product such as vision coverage for your employees, you can trust that all of their products come with the same excellent customer service and bank focus they strive to provide every day. All of these products are offered on one consolidated bill, and you call just one number with any questions you might have. We also assist you by offering both HIPAA administration and COBRA administration at no cost to you.
 
AgoraEversole Marketing Agency
Chris Bates, CEO
4500 I-55 North, Suite 232
Jackson, MS 39211
Phone: (601)366-7370  Fax: (601)977-5224
Email: Chris@AgoraEversole.com
URL: https://agoraeversole.com/

Many community financial institutions find it difficult to stay relevant in the fast-paced world of fintech and big banks. Agora Eversole provides full-service marketing strategies that increase customer engagement and market share, making you an indispensable pillar in your community.
 
Bank Compensation Consulting
Rich Bratten, Regional Managing Director
1004  Big Goose Rd
Sheridan, WY 82801
Main Phone: (303) 482-1844  Cell: (307) 763-0070  
Email: rich.bratten@bcc-usa.com
Web:  http://bcc-usa.com/

Bank Compensation Consulting (BCC) specializes in assisting financial institutions with the evaluation of their compensation programs nationwide to help community banks attract, retain, and incentivize key personnel.  W
ith BCC’s help, banks identify opportunities to create customized plans that align the interests of shareholders, directors, and officers while ensuring that all regulatory, tax and acccounting issues are properly evaluated and addressed.  BCC also helps identify ways to offset the cost of plans with Bank-Owned Life Insurance (BOLI), representing all of the major BOLI providers in the market. BCC has helped more than 600 banks in 40 states with an expert team that includes CPAs, CFPs, attorneys, MBAs, and current/former bank directors. Regional Managing Director Richard Bratten, a Fellow of the Society of Actuaries (FSA) and Chartered Financial Analyst (CFA), has worked in this market for over two decades, bringing unparelled expertise and proactive, high touch service to community bankers. BCC is committed to providing best in class service to their clients with their in-house team of professionals and proprietary service platform, backed by their SAS70/SSAE16/SOC certification.

 Barret School of Banking
650 East Parkway South
Memphis, TN 38104
Phone: (901) 321-4000
Fax: (901) 321-4099
E-mail: barret@barretbanking.org
Website: https://barretbanking.org

 
Barret School of Banking is dedicated to helping banking students excel by delivering an outstanding community bank educational experience that benefits both the student and their sponsoring bank. Strengthened by a generous endowment, the School continues to invest in academic excellence, experienced faculty, and innovative programming tailored to the evolving needs of community banking.

The Paul W. Barret, Jr. School of Banking is a non-profit, independent institution created by and governed by a Board of Regents composed of executives from banks and financial services firms. Its mission is to provide a world-class learning experience for career-oriented professionals in commercial banking and related financial services, equipping them to better serve their institutions and communities.

BHG Financial
Kathleen Connellan, VP, Institutional Relationships
201 Solar Street
Syracuse, NY 13204
Phone: (315) 415-0300
Email: kconnellan@bhg-inc.com
Web:   https://lp.bhgandbanks.com/bhg-loan-hub/

BHG Financial is transforming the financial industry; leveraging the power of data, analytics, and the creator of the largest community bank network in the country. Since 2001, BHG has originated more than $9 billion in loan solutions to top-quality borrowers, which community and midsize banks can purchase via The BHG Loan Hub. Loan Hub:  Since 2001, BHG has originated $9.4 billion in loan solutions to top-performing borrowers, which community banks can purchase through a state-of-the-art platform: The BHG Loan Hub. To date, 1,400+ banks have diversified their portfolios and earned nearly $1 billion in combined interest income by trusting in BHG's time-tested and proven assets

B:Side Capital
Lisa Adams, Client Relations Officer
3350 Brighton Blvd., Ste. 235
Denver, CO  80216
Phone:  (303) 657-4814
Email: ladams@bside.org
Web:  https://www.bsidecapital.org/

As a Certified Development Company and Lender Service Provider, B:Side Capital is committed to serving lending partners in New Mexico, Colorado, Utah, and Arizona through Small Business Administration 504 and 7(a) loans. We care 
about creating access to responsible capital for small businesses and being a resource for banks and entrepreneurs alike. Together with our sister company B:Side Fund, we strive to empower underserved markets- fostering economic growth and job creation through SBA and direct lending. The services we offer to lenders are solutions to financing requests that they otherwise would not be able to provide under their institution's conventional credit policy. Since 1990, we are proud to have funded nearly 4,100 small business loans, helping to create over 30,000 jobs injecting $4.98 billion into the economy.
 
Capital Asset Resources
Brandy Headington
516 Silicon Drive
Southlake, TX  76092
Phone:  (817) 416-8347
Email: bheadington@capitalassetresources.com
Web:  http://capitalassetresources.com

Capital Asset Resources (CAR) was formed in 2011 by finance professionals to provide tailored financial solutions including commercial and equipment leasing products and services for clients interested in the tax advanta
ges provided by leasing.
 
Capital CDC
Maxine Montoya, Business Development Officer
179 Suez Road, NE
Rio Rancho, NM  87124
Phone:  (505) 206-3243
Email: 
maxinemontoya@capitalcdc.com
Web:  
https://www.capitalcdc.com/

Capital CDC is a leading, private, non-profit provider of small business financing throughout Texas, New Mexico, and Arkansas. In 1993, the U.S. Small Business Administration (SBA) certified Capital CDC to act as a facilitator of the SBA’s 504 Loan Program and to act as a catalyst for economic development. Since that time, Capital CDC has worked with thousands of small businesses and partnered with hundreds of financial institutions to finance building acquisitions, construction projects, and equipment loans
.
 
Catalyzer, Inc.
Stephen Ingalls, President & CEO
804 Hithergreen Court
Lansing, KS  66043

Phone:  (913) 547-0665
Email: ingalls@teamcatalyzer.com
Web:  www.teamcatalyzer.com
Catalyzer’s leadership development programs are best described by those who engage with us year after year: “You’re just different.” Our individual and team development training is “tailored to who you are and what you need, and delivered in a way you haven’t experienced in whatever programs you may have previously explored.” This is Catalyzer.

Civitas Bank Solutions (a Bankers' Bank of the West Bancorp Inc. Subsidiary)
Anne Benigsen, President
1099 18th Street, Ste. 200
Denver, CO  80202
Phone: (303) 291-3700   Fax: (303) 291-3710
Email:  info@acivitas.com
Website:  http://www.acivitas.com

CivITas Bank Solutions was founded to meet the needs articulated by community banks for real-world technology and information security services at reasonable prices. CivITas Bank Solutions and its affiliate, Bankers’ Bank of the West, are subject to the same audits and exams as community banks, distinguishing us from other 
providers. We are mission-driven to champion community banking with a bank-centered approach as part of a broader long-term relationship.
 
Community Bankers Webinar Network
P.O. Box 1780
Helena, MT 59624
Phone:  (406) 442-2585 fax: (406) 442-2357
URL: https://financialedinc.com/ 


Serving community bankers for 40 years, Financial Education & Development, Inc. and t
he Community Bankers Webinar Network currently partner with 32 community bankers associations to deliver quality webinar training for bankers in all 50 states. The synergy of these relationships allows us to successfully deliver more than 150 webinars annually, covering critical issues for every level of the financial institution.

CoNetrix
Zachary Burkholder, Account Manager 
5225 South Loop 289, Ste 207
Lubbock, TX  79424
Phone: (806) 687-8600  Fax: (806) 687-8511
Email: zburkholder@conetrix.com
URL: https://conetrix.com/

CoNetrix specializes in providing security, compliance, and IT consulting for community banks. Our offerings include IT Audits & Vulnerability Assessments; External Penetration Tests; Information Security Programs; Tandem Security & Compliance Software, an innovative suite of solutions used by over 1,400 financial institutions for Cybersecurity, Risk  Assessment, Business Continuity Planning, Vendor Management,  Information Security Policies, Audit  Management, Phishing and more; managed network services; and Aspire Cloud Hosting with options for disaster recovery, Exchange hosting and secure file sharing.

Computer Services, Inc (CSI)
Zaid Akhter, Regional Vice President of Sales
2950 E. Harmony Road, Suite 270
Fort Collins, CO 80528
Phone: (800) 545-4274
Email: associations@csiweb.com
URL: www.csiweb.com

As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional banks solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its nearly 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition


Cook Solutions GroupCook Solutions Group
Tyler Thomas, Technical Account Manager 
9225 NE Cascades Pkwy
Portland, OR 97220
Phone: (844) 305-2665  Fax: (806) 687-8511
Email: info@cooksolutionsgroup.com
URL: https://www.cooksolutionsgroup.com/
Cook Solutions Group is more than a security integrator — we are a long-term partner trusted by financial institutions, retailers, and data centers across the country. For decades, they have helped organizations protect people, assets, and operations by combining thoughtful design, reliable technology, and service that actually shows up. They don’t believe in one-size-fits-all solutions. We believe in doing it right — the first time, every time.
 
CP Insurance Associates
MeKelee LaFoy 
2013 Veteran's Memorial Pkwy
Huntsville, TX  77340
Phone: (325) 201-3463
Email: mlafoy@cpiai.com
URL: https://www.cpiai.com/

When you partner with CP Insurance Associates, you not only obtain access to thier insurance markets but also the vast knowledge which comes from the many years of combined experience they have in the business. With the right combination of staff, insurance carriers, technology, and their insurance service center, we are ready to service you and your customers.

Edwards & Associates, LLC
M. Scott Edwards, Principal
20 Esquila Road
Santa Fe, NM 87508
Phone: (505) 263-5796   Fax: (505) 417-5028
Email: scott@edwardsfic.com
URL: www.edwardsfic.com

The firm has provided thirty years of financial advisory services in the areas of internal audit, loan review, appraisal review, compliance, policies, and A&D for financial institutions. During their histories, the firms have provided consulting services to over a hundred community Banks through at least
 two economic cycles.

Eide Bailly LLP
Gary Smith, Partner-in-Charge
1850 N Central Ave, Ste 400
Phoenix, AZ 85004
Phone: (602) 264-8031
Email: gsmith@eidebailly.com
URL: http://eidebailly.com

Eide Bailly sees it every day—more regulations. More competition. More technology needs. Financial institutions are continually being asked to do more with the same resources. It’s the new normal for the industry, and it doesn’t seem to be going away anytime soon. Having a trusted advisor by your side can help you relieve that strain and put your attention back where it 
belongs—on your customers

Elevated Lending CDC
Mayling Armijo, Executive Director
1850 N Central Ave, Ste 400
Phoenix, AZ 85004
Phone: 505-200-0468

Email: marmijo@elcdc.com
URL: http://elcdc.com

With a deep commitment to our community, Elevated Lending, CDC specializes in SBA 504 loans, bringing federal funding directly to local businesses. Their personalized approach ensures that every entrepreneur receives expert guidance and tailored financial solutions to help their business thrive. By partnering with Elevated Lending, you’re not just growing your business—you’re contributing to the economic development and vitality of our region.

Everon
Omar Barba-Padilla, Account Manager
8601 President Place, NE, Ste. B
Albuquerque, NM 87113
Mobile Phone: 505-850-3281  Office: 505-345-7575
Email: omarbarbapadilla@everonsolutions.com

URL: www.everonsolutions.com

​Everon is your one trusted partner for banking security, electronic security, and life safety solutions. Combining industry expertise with a commitment to long-term partnerships, we provide end-to-end services—from system design and installation to monitoring and support—for access control, video surveillance, fire protection, ATM/ITM solutions, and specialized banking equipment. We help financial institutions protect what matters most while building a secure foundation for future growth.
 
Federal Protection Inc. 
Emily Reed, Resolution/Support Specialist
2500 N Airport Commerce Ave.
Springfield, MO  65803
Office: 417-869-9192
Email: ereed@financialprotection.com

URL: https://www.federalprotection.com/

Federal Protection is a trusted leader in bank security services and equipment. Our resources vary widely, from the latest ATM solutions and custom bank vaults to comprehensive electronic security systems. We’re equipped to support your financial institution from the ground up:
  • Branch Management Consulting
  • Branch Building and Equipping
  • Comprehensive Security
  • Ongoing Support


FiNet
Richard Camardo, President
7355 California Avenue
Boardman, OH 44512
Phone: (330) 702-8415   Toll Free: (800) 487-5577
Email: rickc@finet.net
URL: www.finet.net

FiNet partners with community banks to develop structured merchant services programs that generate non-interest revenue while strengthening long-term business relationships. The program enables banks to offer payment acceptance solutions­including POS systems, terminals, virtual terminals, mobile processing, and industry-specific tools-through a referral-based model. Processing, underwriting, and transaction management occur within established processing platforms, while FiNet coordinates sales support, onboarding, training, reporting, and ongoing service. The structure is designed to allow banks to provide payment services to their business customers without additional operational burdens or assuming underwriting risk. The program features dedicated points of contact, oversight and reporting, and access to a variety of tools to promote, refine, and maximize its revenue. 
 
FISERV Solutions, Inc.
Sam Allam, Sales Executive
4400 Westown Parkway, Suite 200
West Des Moines, IA  50266
Phone: (515) 224-8128
Email: sam.allam@Fiserv.com
URL: www.fiserv.com

FISERV Solutions integration environment empowers you to deliver new solutions and services more quickly and efficiently, creating a truly unified cross-channel customer experience.  Financial institutions need the agility to react quickly to rapidly changing technology, new competitors, and rising customer expectations. To help you keep pace and continue delivering the satisfying experiences customers demand, Fiserv employs a unique approach to integration and is quickly advancing our open banking strategy.

Fortner, Bayens, PC
Fran V. Sponsler, Shareholder and Director of Compliance Services
1580 Lincoln Street, Ste 700
Denver, CO 80203
Phone: (303) 296-6033  Fax: (303) 296-8553
Email: sponslerf@fbl.cpa
URL: https://fbl.cpa

Fortner, Bayens, P.C.  uses their banking knowledge and unique perspectives to identify opportunities and develop creative solutions for our clients. The firm's growth and success is due to our client-driven approach. You work directly wi
th a shareholder, who will tailor their services to best meet your institution's needs. You can entrust them to provide expert guidance to ensure your prosperity.
 
ICBA CRA Solutions
Kristine LaVigna President & CEO 
8700 Trail Lake W., Ste. 140
Memphis, TN  38125
Phone: (901) 529-4781  Fax: (805) 962-50535
Email:  Kristine.LaVigna@icba.org
URL:  https://www.icba.org/cra

ICBA CRA Solutions is an ICBA subsidiary and has been providing CRA solutions for the nation’s community banks since 2000. We offer CRA Education & Training, CRA Support Services, the CRA Collaborative Peer Group, and CRA qualified loans, investments and services. Since our inception, we have helped banks across the country earn meaningful CRA credit through elder financial abuse prevention programs — all with flexible funding options to make it simple for banks to get involved. We guide you through optimizing your CRA Compliance Program from start to finish.

ICBA Payments
Jacob Eisen, CEO
1615 L Street NW Suite 900
Washington, DC 20036
Phone: (800) 242-4770  Fax: (202) 659-3606
Email: jacob.eisen@icba.org
URL: https://www.icba.org/payments
ICBA Payments, formerly ICBA Bancard, is the wholly owned payment services subsidiary of the Independent Community Bankers of America® (ICBA) and has been managing payments solutions for the nation's community banks since 1985. ICBA Payments' advocacy, education, and marketing support are valued benefits to clients of all sizes that trust ICBA Payments for their payments needs.

ICBA Securities Corporation
Tim Zimmerman
1100 New York Ave., NW, Ste. 500 E
Washington, DC  2005
Phone: (866) 843-4222
Email: tzimmerman@icba.org
URL: www.icba.org/icba-securities
ICBA Securities provides a full suite of fixed income products for community banks through its exclusively endorsed broker dealer, The Baker Group. Baker has industry-proven asset/liability management and bond accounting products. ICBA Securities, a wholly owned subsidiary of the ICBA, collaborates with Baker to provide a full calendar of educational events for community bankers and investment professionals. ICBA Securities and The Baker Group are endorsed by 
38 ICBA state affiliates.

Integris
Cal Roberson, Dir. of Strategic Partnerships
940 Arroyo
San Angelo, TX  76903
Phone: (325) 212-5075 
Email: cal.roberson@integrisit.com
URL: integrisit.com

For over 30 years, Integris has provided vital IT support for their clients. Their name comes from “integrity,” the most important core value they uphold for their partners and team alike. They have a national platform to serve clients across the US with time-tested consulting services, systems, processes, and best practices.
 
IntraFi 

Andy Pohlman, Managing Director

1300 N 17th Street, Suite 1800

Arlington, VA 22201

Phone: 703-292-3301

Email: apohlman@intrafi.com

URL: www.intrafi.com


Ch
osen by over 3,000 financial institutions, IntraFi has provided deposit placement and wholesale funding services for more than 20 years. IntraFi’s network—the largest of its kind—brings scale, giving each participant access to tens of billions of dollars in funding, the highest per-depositor and per-bank capacity, and the peace of mind of being able to make large-dollar placements. The company invented reciprocal deposits and its tested, trusted solutions are utilized by financial institutions of all sizes. IntraFi helps its network participants grow strong, loyal customer relationships, fund more loans, earn fee income, and seamlessly manage liquidity through all market conditions.
 
Keenan & Partners
Tom Keenan, President
1935 SE Washington St., Ste. 3
Milwaukie, OR 97222
Phone: (503) 705-6393 
Email: tkeenan@keenanandpartners.com
Keenan & Partners is a business partner specializing in Mergers & Acquisitions and the repositioning of Branch and Admin facility Real Estate and Deposits for Financial Institutions. Services offered include: M&A advisory, Branch footprint cost benefit analyses, valuation and sale of Facilities Real Estate, existing Lease analysis and exit negotiations, Branch de novo openings & strategies, Admin Facility analysis and needs review, excess Land and Facility sales, sale/leaseback exit strategies, Deposits valuations, Deposits acquisitions and sales strategies, as well as Whole Institution valuation and sale.
 
Money Handling Machines Inc.
Mark Grimes, President
1043 N. Stadem Dr.
Tempe, AZ 85281
Phone: (480) 804-1877  Fax: (505) 247-3213
Email: markg@moneyhandlingmachines.com
URL: moneyhandlingmachines.com

MHM, sales and service of machines that move and count cash and coin, which include ATM’s, Teller cash dispensers and recyclers, coin sorters, currency counters/ discriminators, and coin wrappers.  They provide sales and service of financial equipment for community financial institutions in New Mexico, Arizona, Nebraska, Iowa, South Dakota, and have many service partners in several other states.

Moss Adams
Dhaval Patel, Partner In Charge
6565 Americas Pkwy, Ste 600
Albuquerque, NM 87110
Phone: (505) 878-7200 Fax: (505) 878-7282
Email: dhaval.patel@mossadams.com
URL: www.mossadams.com

Moss Adams delivers a full spectrum of accounting, consulting, and wealth management solutions. With over 4,750 professionals across 30+ locations, we guide clients at all development intervals – from institutions-in-organizations to multibranch and multistate banks, plus start-ups and banks with billions of dollars in assets, our professionals serve clients across the spectrum of the banking industry. With more than 35 years of bank experience, additional services we provide are enterprise risk management, regulatory compliance, internal audit services, internet security assessments and merger and acquisition services.
 
New Mexico Small Business Investment Corporation (NMSBIC)
Russ Cummins, Executive Director/Investment Advisor
PO Box 1211
Tijeras, NM 87059
Phone: (505) 274-7789   Fax: (505) 213-0048
Email: russ.cummins@nmsbic.org
URL: www.nmsbic.org
 
A non-profit whose purpose is to stimulate the local economy and create jobs in New Mexico, by providing funds for new or growing small businesses. We provide gap funding for new or growing small businesses that don’t fit the requirements of SBA, USDA, or traditional bank loans. We provide funding for New Mexico CDFI’s including The Loan Fund, Accion, and WESST, and will consider participations in small business loans with community banks.

 
NFP Executive Benefits
Harry L. "Trey" Deupree III, Senior Consultant
8105 Linksview Dr.
McKinney, TX 75072
Phone: (972) 672-8245
Email: trey.deupree@nfp.com
URL: https://executivebenefits.nfp.com

With 1,250 BOLI clients, NFP Executive Benefits provides customized solutions for designing and financing benefit programs to recruit, retain, and reward key officers and directors. We provide our clients with timely, accurate documentation and regulatory compliance support. Our team includes individuals with significant BOLI and benefits administration expertise, regulatory experience as well as one of the industry’s most recognized experts on accounting and tax matters. NFP Executive Benefits has the exclusive endorsement of the American Bankers Association for the implementation and administration of both BOLI and executive and director benefit plans, and also has the endorsement of ten state banking associations. Call Trey Deupree* at 972.672.8245 or visit: 
https://executivebenefits.nfp.com.
 
Payday HCM
Keith Edwards, Area Manager
5011 Indian School Rd NE
Albuquerque, NM 87110
Phone: (505) 255-5433  Cell: (505) 463-2566  Fax: (877) 659-6378
Email: keith@paydayhcm.com
URL: www.paydayhcm.com

Payday HCM, formerly Payday, Inc., provides core administrative support in staffing, HR consulting, benefits administration, and provides a platform for companies to conduct self-services timekeeping and payroll processing. Payday HCM has provided workforce management services for businesses in the Southwest since 1985,
 from hire to retire.
 
Performance Trust Capital Partners
Paul Drake, Director
500 W Madison, Ste 450
Chicago, IL 60661
Phone: (312) 521-1125
Email: pdrake@performancetrust.com
URL: www.performancetrust.com

Strong community financial institutions have helped America grow since our country was founded. From its inception in 1994, Performance Trust Capital Partners has been focused on two objectives: building accurate and revolutionary analytics that measure the risks and rewards of 
cashflows and building an educational platform that identifies ways to achieve improved results across the balance sheet and capital structure of an institution. Performance Trust is the largest full-service investment bank focused on community depository  Institutions. Our scale and capabilities have increased significantly, but we still get up each morning with the same mission we had in 1994.
 
Pinnacle Financial Strategies LogoPinnacle Financial Strategies
Michael Brascom, CEO
3550 N. Lakeline Blvd., Ste. 170-1304
Leander, TX  78641
Phone: (713) 868-3333
Email: michael.brascom@pinnstrat.com
URL: www.pinnstrat.com  

Since Pinnacle Financial Strategies began in 1998, through their various bank consulting services and cutting-edge overdraft software, they have kept their focus on what they do best: attracting and retaining customers, streamlining operations, ensuring compliance, and helping community banks build revenue. Over the years, they have shared that knowledge through collaboration with banks nationwide.
 
Remedy Consulting
Karen Lowerr, Director Marketing and Operations
14140 W Gatewood Court
New Berlin, WI  53151
Phone: (262) 955-7776
Email: klowerr@remedyconsult.net
URL: remedyconsult.net

Remedy Consulting helps financial institutions (FI) thrive through best-in-class consulting services specializing in Technology Contract Negotiation, Technology Pricing & System Assessments, Contract Terms & Conditions Improvements, and FI Strategic Planning. As a trusted advisor to community financial institutions, the Remedy Team has executed over700 system selection and vendor negotiations. Thier clients receive a cost reduction on their core vendor contracts and increased efficiency with Remedy’s Price Repository.
 
S&P Global Marketing Intelligence
Ryan Chackalos, Sr. Account Manager
Charlottesville, VA 22902
Phone: (434) 529-2870

Email: 
ryan.chakalos@spglobal.com
URL:https://www.spglobal.com/en

S&P Global Market Intelligence, through the S&P Capital IQ platform, integrates news, comprehensive market and sector-specific data and analytics into a variety of tools to help commercial banks track performance, understand competitive and industry dynamics, perform valuation and market analysis, assess credit risk, and prospect for full customer relationships.
 
SHAZAM
Aaron McGregor, Regional Director of Sales
7910 Stone Ridge Dr
Northlake, TX 79247
Phone: (940) 507-3614  Fax: (515) 248-5828
Email: amcgreg@shazam.net
URL: www.shazam.net
 
SHAZAM is the only nationwide independent, member-owned debit network, processor and core provider supporting community banks. Since we don’t answer to shareholders, we can reinvest profits in technologies our clients need as they serve the next generation of consumers. SHAZAM ensures our clients have the products and services they demand and expect in a cost-effective way. Founded in 1976, we’re a leader in payments and financial technology, with a simple mission: Strengthening community financial institutions. Learn more at SHAZAM.net, and follow @SHAZAMNetwork.
 
The Baker Group
Gerry Skousen, Associate Partner
1601 Northwest Expressway, 20th Floor
Oklahoma City, OK 73118
Phone: (800) 937-2257  Fax: (405) 415-7392
Email: gskousen@gobaker.com
URL: www.gobaker.com

The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio and interest rate risk management for community financial institutions nationwide. After decades of industry service, The Baker Group continues to grow and adapt in order to better serve their financial partners.
 
The Loan Fund
PO Box 705
Albuquerque, NM 87103
Phone: (505) 243-3196  Fax: (505) 243-8803
URL: www.loanfund.org
 
The New Mexico Community Development Loan Fund (dba the Loan Fund) is a nonprofit community lender providing loans and lines of credit to small businesses, business startups, and nonprofits throughout New Mexico that typically are unable to obtain financing through traditional lending sources.
 
The Walker Agency, LLC
Linda Walker, Owner
1501 San Juan Blvd., Ste. 201
Farmington, NM  87401
Phone:505-326-4952
E-mail: linda.walker@walker-agency.com
URL: www.walker-insurance-agency.com

The Walker Agency is a family-owned and operated independent insurance agency offering all lines of insurance. Since 1984, the Walker Agency has accumulated over 30 years of experience serving the community. Their tradition of excellence and wide-ranging network of top-notch insurance carriers ensures that their clients will receive the best coverage possible at a reasonable
 price.
 
TransFund
Stephanie Hill, VP, Senior Sales Executive
One Williams Center
Tulsa, OK   74172
Phone: (405) 388-0837
Email: Stephanie.Hill@transfund.com
URL: https://www.transfund.com/

TransFund is a national top 10 EFT/ATM network and card processor, with a record of providing innovative products and superior service that help our clients generate revenue that far exceeds their cost of investm
ent. With over 45 years of experience in the financial services industry, we have a deep understanding of the challenges and complexities facing financial institutions, allowing us to customize unique debit card and credit card solutions that can evolve with technology and demand. We know that your success is directly related to your ability to serve customers effectively, efficiently and with quality products. For this reason, TransFund is dedicated to delivering unique solutions which provide the highest possible value.
 
Travelers
Brandon Tate, Account Executive
10825 E Geddes Ave, 3rd floor
Centennial, CO  80112
Phone: (720) 200-8465
Email: BTate2@travelers.com
URL: www.travelers.com
 
Travelers has flexible insurance options for a wide spectrum of financial institution professionals, including coverages for banks, credit unions, insurance companies, investment advisers, hedge fund, and mutual funds, venture capital, and private equity firms.
 
USDA Rural Development
Ray F. Melton, Business & Cooperatives Program Director
300 North Pennsylvania Avenue, Suite 4
Roswell, NM 88201
Phone: (575) 622-8745, ext. 3323
Email: ray.melton@usda.gov
URL: www.rd.usda.gov/nm
 
The USDA Rural Development provides financial backing and technical assistance to stimulate business creation and growth. Loans, loan guarantees, and grants are available to individuals, businesses, cooperatives, farmers and ranchers, public bodies & non-profit corporations.

Verge Network Solutions
10606 Hempstead Road, Ste. 100
Houston, TX 77092
Phone: (713) 955-9110
URL: www.vergenetwork.com

For over two decades, Verge has been at the forefront of providing specialized communication solutions to over 100 community banks, from single-branch banks to those with 40+ locations across Oklahoma, Texas, Kansas, Arkansas, and Southwest Missouri. Their commitment to the community banking sector is evident in their active participation and membership in key banking associations. At Verge, they don't just offer communication services; they deliver solutions that resonate with the core values of community banking, ensuring that your bank remains connected, secure, and ahead of technological advancements.
 
Whit-Co Checks
Mike Foust, President
PO Box 664
Amarillo, TX 79105-0664
Phone: (800) 753-7773  Fax: (800) 777-5181
Email: mfoust@whitcochecks.com
URL: www.whitcochecks.com
         www.whitcoremote.com

Whit-Co Checks offers a variety of personal and commercial checks as well as check covers and binders. Be sure to browse through our collection of personal checks and see which check series fits your personality the best.
 
Womble Bond Dickinson
Karen L. Witt
1601 19th Street
Denver, CO 80202
Phone: (303) 623-9000  
Email: karen.witt@wbd-us.com
URL: www.womblebonddickinson.com
Change has always been a constant. But the speed of change, and its power to utterly transform markets and expose new risks, seemingly overnight? That’s new.  Navigating these complex waters involves more than just evading the rocks beneath the waves. You also need a bright light directing you toward what’s next. Many companies look to Womble Bond Dickinson to be both their lighthouse and North Star. Womble Bond Dickinson lawyers provide a way of working that delivers more integrated solutions, fresh perspectives, and quality advice – from both sides of the Atlantic and across the world.