The Community Bankers of Wisconsin thanks the following corporate and regular associate members for their continued support of community banking.
For information on becoming a CBW associate member, contact Penny Heberlein at (608) 833-4229.
Click on a category below to see all vendors for a particular product or service.
CORPORATE
AND ASSOCIATE MEMBER DIRECTORY
Gold
Members – Highlighted in Blue
Silver Members – Highlighted in Silver
Bronze Members – Highlighted in Brown
Regular Members – Highlighted in Black
Magic-Wrighter, Inc.
703 Three Mile Road, N.W., Grand Rapids, MI 49544
Bob Wright, CEO / President
800-770-5856 / Fax: 616-784-2376
E-Mail: bobw@mvpbanking.com
Nation's Leading Supplier of an Integrated ACH Direct Origination, Internet Payments, IVR, Check 21 Remote Deposit Capture and related electronic transaction services
CBW Financial Services Preferred Partner
Shazam
6700 Pioneer Parkway, Johnston, IA 50131
Tim Luger, Senior Account Executive
800-490-7284 / Fax: 608-356-8345
E-mail: tluger@shazam.net
Web site: www.shazam.net
ATM and Debit Card Processor
Shazam offers ATM processing services; Visa Check and Debit Mastercard national debit products including business debit and health savings account (HSA) cards; card authorization services, merchant processing; ACH services and information security solutions.
Silver Level Conference Sponsor**
Silver Corporate Member**
WACHA
W177 N9886 Rivercrest Dr., Suite 112, Germantown, WI 53022
Mary Gilmeister, President
262-345-1245 / Fax: 262-345-1246
E-Mail: mgilmeister@wcha.org
ACH Association Serving Wisconsin Financial Institutions
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| ARCHITECTS
/ BUILDERS / INTERIOR DESIGN / CONSTRUCTION |
BCI
229 E. Wisconsin Ave., Milwaukee, WI 53202
David Jaeckels, Executive Vice President
414-273-6676 / Fax: 414-273-1507
E-Mail: djaeckels@bciusa.biz
BCI Provides Strategic Planning, Facility Design, Construction Management, and Brand Positioning Services for Financial Institutions
HTG Architects
9300 Hennepin Town Road, Minneapolis, MN
Jennifer Albrecht, Director of Marketing
952-278-8880 / Fax: 952-278-8822
E-Mail: jalbrecht@htg-architects.com
Bronze Level Conference Sponsor
HTG EVOBANK Architects: site selection, planning, trends, architecture, your local contractors.
1,300 financial institution projects
Integrated
Building Solutions, Inc.
P.O. Box 124, Cottage Grove, WI 53527
Scott Romenesko, PE, Project Manager
866-767-4050 / Fax: 608-839-5942
E-Mail: scottr@integratedbuildingsolutions.biz
Specialists in Design / Build Services
La Macchia
Group, LLC
309 N. Water Street, Suite 650, Milwaukee, WI 53202
Dave Throndson
414-223-4400 / Fax: 414-223-4488
E-Mail: dave@lamacchiagroup.com
Bronze Level Conference Sponsor*
Bronze Corporate Member*
La Macchia Group is a capable, experienced team that provides thorough
due diligence, strategic site selection, and creates a brand-centered facility
through compelling design and project management
Stevens
Construction Corp.
5100 Eastpark Blvd., Suite 300, Madison, WI 53718
Bradley S. Zellner, President & CEO
608-222-5100 / Fax: 608-222-5930
General Contractor
The Redmond
Company
W228 N745 Westmound Drive, Waukesha, WI 53186
Martin Steinert, Vice President of Consulting and Business Development
262-549-9600 / Fax: 262-549-1314
E-Mail: msteinert@theredmondco.com
The Redmond Company specializes in strategic planning, consulting, design and construction management for financial clients.
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Bank Holding
Company Association
200 Coon Rapids Blvd., N.W. #305, Minneapolis, MN 55433
W. Dennie Emmans, Executive Director
763-784-3222 / Fax: 763-784-4546
E-Mail: wdebhca@aol.com
MRA - The
Management Association
N19 W24400 Riverwood Drive, Waukesha, WI 53188
Bethany Mathison, Business Solutions Manager
262-523-9090 / Fax: 262-523-9091
E-Mail: Bethany@mranet.org
Employers’ Association, Salary Surveys
CBW Financial Services Preferred Partner
WACHA - The Premier Payments Resource
W177 N9886 Rivercrest Dr., Suite 112, Germantown, WI 53022
Mary Gilmeister, President
262-345-1245 / Fax: 262-345-1246
E-Mail: mgilmeister@wcha.org
ACH Association Serving Wisconsin Financial Institutions
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First Data / Star Network
495 N. Keller Road, Suite 500, Maitland, FL 32751
Leah Stemper, Relationship Manager
321-263-3361 / Fax: 321-263-4020
E-Mail: leah.stemper@firstdata.com
The STAR Network, Part of the First Data Family, is an Electronic Payments Network
PULSE
755 Downing Street, Elburn, IL 60119
Mike Urquizu, Senior Manager, Business Development
630-365-3749 or 800-420-2122 / Fax: 630-365-3750
E-mail: murquizu@pulse-eft.com
Web site: www.pulse-eft.com
Electronic Payments Network
Gold Level Conference Sponsor***
Gold Corporate Member***
CBW Financial Service Debit Card Preferred Provider
PULSE
1301 Mc Kinney, Suite 2500, Houston, Texas 77010
Denise Stigge, Vice President, Association Relations
832-214-0181 or 800-420-2122 / Fax: 832-214-0333
E-mail: dstigge@pulse-eft.com
Web site: www.pulse-eft.com
Electronic Payments Network
Gold Level Conference Sponsor***
Gold Corporate Member***
CBW Financial Service Debit Card Preferred Provider
Shazam
6700 Pioneer Parkway, Johnston, IA 50131
Tim Luger, Senior Account Executive
800-490-7284 / Fax: 608-356-8345
E-mail: tluger@shazam.net
Web site: www.shazam.net
ATM and Debit Card Processor
Shazam offers ATM processing services; Visa Check and Debit Mastercard national debit products including business debit and health savings account (HSA) cards; card authorization services, merchant processing; ACH services and information security solutions.
Silver Level Corporate Sponsor**
Silver Corporate Member**
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Edge One,
Inc.
161 Business Park Circle, Stoughton, WI 53589
Dawn Meyer, VP Sales & Marketing
608-873-3311 / Fax: 608-873-3506
E-Mail: dmeyer@edgeone.com
Edge One Provides ATM, Armored, Service, Technology Solutions to Financial Institutions and Commercial Enterprises Throughout the Midwest.
FSC - Flitz Service Corporation
708 B Larry Court
Gary Rossman, Regional Manager
262-798-9300 / Fax: 262-798-5615
E-Mail: fsc.corporation@sbcglobal.net
Sales, installation and service of ATM and money processing equipment throughout the Midwest
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Secure Banking Solutions, LLC
1400 N. Washington Avenue, Suite 103, Madison, WI 57042
Jeff Haase, VP
605-270-9854 / Fax: 612-392-7657
E-Mail: jeff@protectmybank.com
IT Audit – Risk Assessment – Policy & Procedure Development – Penetration Testing – Vulnerability Assessment – Business Continuity Planning – Incident Response Planning – Risk Management Consulting – BSA Audit
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FSC - Flitz Service Corporation
708 B Larry Court
Gary Rossman, Regional Manager
262-798-9300 / Fax: 262-798-5615
E-Mail: fsc.corporation@sbcglobal.net
Sales, installation and service of ATM and money processing equipment throughout the Midwest
Integrated
Security Solutions Inc.
P. O. Box 124, Cottage Grove, WI 53527
Joel Anders, COO
608-839-3174 / Fax: 608-839-5942
E-Mail: joel@integratedsecuritysolutions.biz
Providers of Electronic and Physical Security Equipment and Service Specific to Banks
Superior
Safe & Security LLC
P.O. Box 28106, Green Bay, WI 54324-0106
John Gossen, Co-Owner
920-338-8777 / Fax: 920-338-8787
E-Mail: jgossen@prodigy.net
Sale, Installation & Service of Electronic & Physical Security Equipment
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PMA Financial Network, Inc.
27545 Diehl Road, Suite 100, Warrenville, IL 60555
D. James Lutter, VP, Trading & Operations
630-393-9494 / Fax: 630-393-9595
E-Mail: jlutter@pmanetwork.com
Serving Community Banks since 1988, PMA is a trusted leader providing "stable deposit funding"
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| BANK
OWNED LIFE INSURANCE (BOLI) |
Clark Consulting
12727 N. Meadow Circle W, Mequon, WI 53092
262-242-6227 / Fax: 262-242-6237
Jamie Boehlke, Client Relationship Manager
E-Mail: jamie.boehlke@clarkconsulting.com
A Leading Provider of Strategic Planning and Leadership Development, Compensation and Benefits Consulting, Bank-Owned Life Insurance (BOLI) and Benefit Administration Support Services for the Banking Industry
Executive Benefits Network
626 E. Wisconsin Avenue #1000, Milwaukee, WI 53202
David Fritz, Managing Partner
414-431-9688 / Fax: 414-431-9689
E-mail: dfritz@ebn-design.com
Web site: ebn-design.com
Specialists in Executive Compensation and Benefit Planning, Implementation and Performance Reviews of Bank Owned Life Insurance, and Executive Benefit Administration Support Services.
Gold Level Conference Sponsor***
Gold Corporate Member***
CBW Financial Services Preferred Partner
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B$ Recruiters
155 E. Capital, Hartland, WI 53029
Del Garcia, Owner/President
262-369-8109 / Fax: 262-369-8028
E-Mail: del9730@aol.com
Bank recruiter, placing banking professional in the Wisconsin marketplace and bordering states for over 20+ years.
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Promontory Interfinancial Network
1515 N. Courthouse Rd, #800, Arlington, VA 22201
Mark Martello, Regional Director
703-292-3400 / Fax: 703-528-5700
E-Mail: mmartello@promnetwork.com
CDARS (Certificate of Deposit Account Registry Service) Your source for funding solutions
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ICBA Securities
775 Ridge Lake Blvd., Suite 175, Memphis, TN 38120
Jim Reber, President/CEO
901-762-5880 / Fax: 901-762-5333
E-Mail: jreber@icbasecurities.com
Investment Products and Services
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| CHECKS
/ CHECK PROCESSING |
Edge One, Inc.
161 Business Park Circle, Stoughton, WI 53589
Dawn Meyer, VP Sales & Marketing
608-873-3311 / Fax: 608-873-3506
E-Mail: dmeyer@edgeone.com
Edge One Provides ATM, Armored, Service, Technology Solutions to Financial Institutions and Commercial Enterprises Throughout the Midwest.
Elite Payment
Systems, LLC
15417 W. National, New Berlin, WI 53151
John Maciosek, Owner
262-679-1124 / Fax: 262-679-1156
E-Mail: jmaciosek@elitepaymentsystems.com
Elite Payment Systems Offers Many Superior Check Processing Services, Including Remote Deposit
Federal
Reserve Bank of Minneapolis
90 Hennepin, Minneapolis, MN 55480
Margie Denton, Account Manager
612-204-6938 / Fax: 612-204-6960
Web site: www.frbservices.org
Harland Clarke
10931 Laureate Dr., San Antonio, TX 78249
Molly Hegwood, Account Executive
800-382-0818 / Fax: 262-786-1736
E-Mail: molly.hegwood@harlandclarke.com
More Than a Check Printer, We Offer Integrated Payment, Technology and
Marketing Solutions
CBW Financial Services Preferred Partner
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| CHECK IMAGING / PROCESSING SYSTEMS |
CFC Technology Corporation
2600 Fernbrook Lane N. #138, Plymouth, MN 55447
Brent Siegel, Vice President
763-235-5300 / Fax: 763-235-5301
E-Mail: bsiegel@cfctechnology.com
Providing: Check21, Branch Capture, Merchant Capture, Networking, Virtualization, Remote Digital Data Storage, Operations Advisory, BCP, Risk Assessments, ODP
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TRAVELERS
444 S. Moorland Road, Brookfield, WI 53005
Richard Allsop, Managing Director
262-797-3042 / Fax: 877-268-9126
Cell: 608-469-6179
E-mail: RALLSOP@travelers.com
Web site: www.travelers.com
Insurance protection products including: the Financial Institution Bond, Directors & Officers Liability, Employment Practices Liability, Bankers Professional Liability, Trust Errors and Omissions, Property, General Liability, Automobile, and Workers Compensation
Gold Level Conference Sponsor***
Gold Corporate Member***
CBW Financial Services Preferred Partner
TRAVELERS
445 S. Moorland Road, Brookfield, WI 53005
Betsy Spalla
262-797-3031 / Fax: 877-207-4134
Cell: 608-469-6179
E-mail: BSPALLA@travelers.com
Web site: www.travelers.com
Insurance protection products including: the Financial Institution Bond, Directors & Officers Liability, Employment Practices Liability, Bankers Professional Liability, Trust Errors and Omissions, Property, General Liability, Automobile, and Workers Compensation
Gold Level Conference Sponsor***
Gold Corporate Member***
CBW Financial Services Preferred Partner
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SafeAssured Community Solutions
7575 Bombardier Ct. Suite 300, Wausau, WI 54401
Ken Hofmaster, President/COO
888-894-5263 / Fax: 715-842-8664v
E-Mail: khofmaster@safeassured-id.com
Turnkey family safety programs providing highly visible community engagement and helping with CRA Compliance Requirements
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BSA/AML Solutions, Inc.
1500 Sundancer Lane, Kewaunee, WI 54216
Joseph J. Gunnell, President/Owner
920-388-0404 Fax: 847-587-8093
E-Mail: jjgunnell@comcast.net
Retired FDIC Bank Examiners who provide solutions to any BSA/AML
problems and ongoing consulting in this area
Inquirehire, a division of James M. Sweeney and Associates, Inc
320 LeClaire Street, Davenport, Iowa 52801
Alan Kinsey
563-323-5922 / Fax: 563-323-5441
E-Mail: akinsey@sweeneyinc.com
Inquirehire specializes in providing background checks for banks. New services include E-reference Check and the E-hire Solution
LockNet, Inc.
3128 South Avenue, La Crosse, WI 54601
Tricia Betcher, Sales & Marketing Coordinator
608-785-7100 / Fax: 608-785-7180
E-Mail: tbetcher@locknet-inc.com
LockNET takes a secure, sensible and smart focus to everyday
compliance and network security
Wolters Kluwer Financial Services
6815 Saukview Drive, St. Cloud, MN 56302
Pam Braland, Alliance Manager
800-397-2341 / Fax: 320-251-3723
E-mail: pam.braland@wkglobal.com
Compliance, content, technology, and services for banking,
securities, and insurance, Lending, IRA and Patriot Act Solutions
Wipfli LLP
3703 Oakwood Hills Parkway, P.O. Box 690, Eau Claire, WI 54702-0690
Dick Dean, Partner
715-832-3407 / Fax: 715-832-0475
E-Mail: ddean@wipfli.com
Web site: www.wipfli.com
Audit. Tax. Regulatory Compliance. Operational Effectiveness. Risk Management. Information Technology. People Systems. And More…
Wipfli’s Financial Institutions Practice has the depth, experience, and expertise to assist your financial institution with the key issues you face
Gold Level Conference Sponsor***
Gold Corporate Member***
Young & Associates, Inc.
121 E. Main Street, P. O. Box 711, Kent, Ohio 44240
Bill Elliott, Director of Marketing
330-678-0524 / Fax: 330-678-6219
E-Mail: bille@younginc.com
Consulting, Education, and Products for the Community Bank
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Jack Henry & Associates, Inc.
663 W. Hwy. 60, PO Box 807, Monet, MO 65708
Debbie Wood
417-235-6652 / Fax: 417-236-8959
E-Mail: kmcdonald@jackhenry.com
Full Data Processing Both In-House and Service Bureau Environment
Bronze Level Conference Sponsor*
Bronze Corporate Member*
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Abound Resources, Inc.
13740 Research Blvd., Suite 2, Building T, Austin, Texas 78750
Ryan Esquell, Sales Director
512-231-1750 / Fax: 512-231-1752
E-Mail: info@aboundresources.com
Abound Offers Advisory Services to Community Banks Addressing Their
Unique Technology Needs & Challenges
BCI
229 E. Wisconsin Ave., Milwaukee, WI 53202
James Kosterman, Vice President - Midwest Region
800-222-1509 / Fax: 414-273-1507
E-Mail: jkosterman@bcihq.com
BCI Provides Strategic Planning, Facility Design, Construction Management, and Brand Positioning Services for Financial Institutions
Jefferson Wells
330 E. Kilbourn Avenue, Suite 1075, Milwaukee, WI 53202
John Eimermann
414-347-2345 / Fax: 414-347-1206
E-Mail: john.eimermann@jeffersonwells.com
Delivers professional services in the areas of internal audit, technology
risk management, tax, and finance and accounting
Clifton
Gunderson LLP
440 Science Drive, Suite 400, Madison, WI 53717
Michael Stoetzel, Partner
608-232-2900 / Fax: 608-232-2919
E-Mail: mike.stoetzel@cliftoncpa.com
Accounting, Tax, and Financial Services
Crowe Chizek and Company LLC
One Mid America Plaza / P.O. Box 3697, Oak Brook, IL 60522-3697
Celeste Bessette, Business Development
630-586-5245 / Fax: 630-574-1608
E-Mail: cbessette@crowechizek.com
Silver Level Conference Sponsor*
CPA Firm — Bank Specialists — Audit, Tax, and Outsourcing (Internal Audit, Loan Review, Information Systems and Internet Security, Compliance)
Emjay Corporation
5001 N. Lydell, Glendale, WI 53217
Linda Wimmer, Pension Consultant
866-827-6695 / Fax: 414-961-1649
E-Mail: Linda.wimmer@retirementpartner.com
Retirement Plan Administrator/Recordkeeper
Financial Marketing Corporation
P. O. Box 529, Palmyra, WI 53156
Terry Burrington, President
608-732-0382
E-Mail: burrington@charter.net
Marketing, Advertising and Public Relations Consultant
HTG Architects
9300 Hennepin Town Road, Minneapolis, MN
Jennifer Albrecht, Director of Marketing
952-278-8880 / Fax: 952-278-8822
E-Mail: jalbrecht@htg-architects.com
Bronze Level Conference Sponsor*
HTG EVOBANK Architects: site selection, planning, trends, architecture, your local contractors. 1,300 financial institution projects
La Macchia
Group, LLC
309 N. Water Street, Suite 650, Milwaukee, WI 53202
Dave Throndson
414-223-4400 / Fax: 414-223-4488
E-Mail: dave@lamacchiagroup.com
Bronze Level Conference Sponsor*
Bronze Corporate Member*
La Macchia Group is a capable, experienced team that provides thorough
due diligence, strategic site selection, and creates a brand-centered facility
through compelling design and project management
Micoley & Company Auctions
2360 Dousman Street, Green Bay, WI 54303
Steve Van Egeren
920-617-9111 / Fax: 920-662-7500
E-Mail: stevev@micoley.com
“Accelerated Marketing” specialists expertly skilled in rapid disposition of
Residential, Commercial, Investment, and REO Properties
MRA - The Management Association
N19 W24400 Riverwood Drive, Waukesha, WI 53188
Tara Cassady, Director, Membership Business/Development
800-488-4845 / Fax: 262-523-9091
E-Mail: tarac@mranet.org
MRA Helps Organizations Recruit, Retain and Develop Productive
Employees Through: HR Information, Training, and Consulting
CBW Financial Services Preferred Partner
Micoley & Company Auctions
2360 Dousman Street, Green Bay, WI 54303
Steve Van Egeren
920-617-9111 / Fax: 920-662-7500
E-Mail: stevev@micoley.com
“Accelerated Marketing” specialists expertly skilled in rapid disposition of
Residential, Commercial, Investment, and REO Properties
RSM
McGladrey
434 South Yellowstone Drive, Madison, WI 53719-1086
Bill McDonald, Managing Director
608 833-3361 / Fax: 608 - 833-8195
E-mail: bill.mcdonald@rsmi.com
Web site: www.rsmmcgladrey.com
National Business Tax, Consulting and Accounting Firm
RSM McGladrey is a leading provider of financially focused services to financial institutions offering tax, accounting and business consulting services. Community banks are one of our core focus segments, which means we have hands-on experience with your industry and key issues. Serving more than 2,000 financial institutions across the country, our clients tell us the difference they see lies in three simple things. Big fish in a small pond philosophy, answers to strategic complex issues, and more partner/managing director interaction. We can show you the difference too.
Gold Level Conference Sponsor***
Gold Corporate Member***
Titus
330 E. Kilbourn Avenue, Suite 1425, Milwaukee, WI 53202
Gregory E. Fritsch, Managing Director
414-727-0400 / Fax: 414-727-0430
E-Mail: Gregory.Fritsch@titus-us.com
Virchow
Krause & Company LLP
115 South 84th Street, Suite 400, Milwaukee, WI 53214
Chris Fenske, Partner
414-777-5415 / Fax: 414-777-5555
E-mail: cfenske@virchowkrause.com
Web site: www.virchowkrause.com
Audit, Tax, Valuations, Loan Review, and Consulting Firm
Bronze Level Conference Sponsor**
Bronze Corporate Member**
Young & Associates, Inc.
121 E. Main Street, P. O. Box 711, Kent, Ohio 44240
Bill Elliott, Director of Marketing
330-678-0524 / Fax: 330-678-6219
E-Mail: bille@younginc.com
Consulting, Education, and Products for the Community Bank
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| CORE
/ DATA PROCESSING SYSTEMS |
Fiserv,
Inc.
255 Fiserv Drive, Brookfield WI 53045
Kevin Mehl, Senior Sales Executive
262-879-5743 / Fax: 262-879-5522
E-mail: kevin.mehl@fiserv.com
ITI and Precision Account Processing both in-house and Service Bureau
Bronze Corporate Member*
Harland Financial Solutions
605 Crescent Executive Ct., Suite 600, Lake Mary, FL 32746
Stacey Leone, Public Relations & Events Manager
800-989-9009 x 6653 / Fax: 407-829-6715
E-Mail: Stacey.leone@harlandfs.com
Harland Financial Solutions supplies software and services to thousands of financial institutions
Jack Henry & Associates, Inc.
663 W. Hwy. 60, PO Box 807, Monet, MO 65708
Dennis Jones, Marketing Manager
417-235-6652 / Fax: 417-236-8959
E-Mail: djones@jackhenry.com
Full Data Processing Both In-House and Service Bureau Environment
Bronze Level Conference Sponsor*
Bronze Corporate Member*
Metavante Corporation
4900 W. Brown Deer Road, Milwaukee, WI 53223
Sales
800-822-6758 / Fax: 414-586-8114
E-Mail: sales@metavante.com
Metavante Corporation Delivers Banking and Payments Technologies to Financial Services Firms and Business Worldwide
United Financial Serces
2230 Dakota Drive, Grafton, WI 53024
Rick Haendel, CEO
262-376-3000 / Fax: 262-376-0800
E-Mail: rickh@ufsdata.com
ITI Core Processing Service Bureau
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Elite Payment Systems, LLC
15417 W. National, New Berlin, WI 53151
John Maciosek, Owner
262-679-1124 / Fax: 262-679-1156
E-Mail: jmaciosek@elitepaymentsystems.com
Elite’s Corporate Rewards MasterCard offers no Black-Out dates and the best Online Reporting in the industry
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Associated
Bank - Correspondent Division
200 N. Adams Street, Green Bay, WI 54301
Dan Miller, SVP, Correspondent Banking
920-433-3165 / Fax: 920-433-3190
E-Mail: dan.miller@associatedbank.com
Independent
Bankers' Bank
3161 West White Oaks Drive, Suite 300, Springfield, IL 62704
Deb Stonikas, Chief Information Officer
800-422-0734 / Fax: 217-585-0396
Complete Image Cash Letter Exchange, in addition to Correspondent Banking Services
JP Morgan Chase - Correspondent Division
111 E. Wisconsin Avenue, Mail Code = WI1-2047, Milwaukee, WI 53202
Jamie Mathee, Vice President
414-977-6627 / Fax: 414-977-6788
E-Mail: james.p.mathee@jpmchase.com
Nexity Bank - Correspondent Division
200 S. Executive Drive, Brookfield, WI 53005
Brett Patten, SVP Community Bank Strategy Group
866-440-6515 / Fax: 262-509-6939
E-Mail: bpatten@nexitybank.com
Correspondent Banking Services Including Loan Participations, Investment Advisory Services, A/L Management Consulting, and Clearing Programs
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| CREDIT
CARD PROCESSOR / ACQUIRER |
Elite Payment Systems, LLC
15417 W. National, New Berlin, WI 53151
John Maciosek, Owner
262-679-1124 / Fax: 262-679-1156
E-Mail: jmaciosek@elitepaymentsystems.com
Elite’s Corporate Rewards MasterCard offers no Black-Out dates and the best Online Reporting in the industry
Shazam
6700 Pioneer Parkway, Johnston, IA 50131
Tim Luger, Senior Account Executive
800-490-7284 / Fax: 608-356-8345
E-mail: tluger@shazam.net
Web site: www.shazam.net
ATM and Debit Card Processor
Shazam offers ATM processing services; Visa Check and Debit Mastercard national debit products including business debit and health savings account (HSA) cards; card authorization services, merchant processing; ACH services and information security solutions.
Silver Level Conference Sponsor**
Silver Corporate Member**
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| DELINQUENCY
TAX VERIFICATION |
INFO-PRO
Mortgage Services Corporation
481 E. Division, Suite 300, Fond du Lac, WI 54935
Peter Kujawa, President
800-655-2021 / Fax: 920-924-9219
E-Mail: pkujawa@infoprofessionals.com
Residential and Commercial Delinquency Tax Reporting
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Wolters Kluwer Financial Services
6815 Saukview Drive, St. Cloud, MN 56302
Pam Braland, Alliance Manager
800-397-2341 / Fax: 320-251-3723
E-mail: pam.braland@wkglobal.com
Compliance, content, technology, and services for banking,
securities, and insurance, Lending, IRA and Patriot Act Solutions
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MPA Systems,
Inc.
P. O. Box 838, Sanger, Texas 76266
Sharon Miller, Disaster Recovery Administrator
888-233-1584 / Fax: 940-458-2700
E-Mail: kimberly.shaw@redhawkindustries.com
Provides a Disaster Recovery Facilities Program; Low Annual Fee, Free For 6 Months Use
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Bank Holding Company Association
200 Coon Rapids Blvd., N.W. Suite 305, Minneapolis, MN 55433-5893
W. Dennie Emmans, Executive Director
763-784-3222 / Fax: 763-784-4546
E-Mail: wdebhca@aol.com
Offering Exceptional Pre-Licensing and Continuing Education for Financial Professionals in the Insurance and Securities Fields
Center For Financial Training
177 E. Silver Spring Drive, Suite 201, Whitefish Bay, WI 53217
Beverly Klug, Executive Director
414-332-6468 / Fax: 414-332-6478
E-Mail: Beverly@cftncs.org
Provides Quality Education to Meet the Needs of Community Banks and Their Employees – From Novice to Seasoned Bank Professional
Bronze Level Conference Sponsor*
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| ELECTRONIC
PAYMENTS SERVICES |
Federal Reserve Bank of Minneapolis
90 Hennepin, Minneapolis, MN 55480
Margie Denton, Account Manager
612-204-6938 / Fax: 612-204-6960
E-Mail: Margie.denton@mplsfrb.org
First Data / Star Network
495 N. Keller Road, Suite 500, Maitland, FL 32751
Leah Stemper, Sales Executive
608-835-2970
E-Mail: leah.stemper@firstdata.com
Provider of ATM and debit card processing solutions, ATM driving, STAR and Instant Cash Networks
ICBA Bancard / TCM Bank
1615 L St. NW #900, Washington, DC 20036
Linda Echard, President/CEO
800-242-4770 / Fax: 202-659-3606
E-Mail: bancard@icba.org
Web site: www.icbabancard.org
Credit, Debit, Merchant, ATM, Internet Banking
Provides community banks access to comprehensive and competitive
electronic payment solutions, including credit card issuing, debit/ATM card
programs, prepaid debit/gift/payroll card programs, merchant services, remote deposit and Internet banking products. Competitive card portfolio purchase options and consultation programs are also available
CBW Financial Services Preferred Partner
PULSE
755 Downing Street, Elburn, IL 60119
Mike Urquizu, Senior Manager, Business Development
630-365-3749 or 800-420-2122 / Fax: 630-365-3750
E-mail: murquizu@pulse-eft.com
Web site: www.pulse-eft.com
Electronic Payments Network
Gold Level Conference Sponsor***
Gold Corporate Member***
CBW Financial Service Debit Card Preferred Provider
PULSE
1301 Mc Kinney, Suite 2500, Houston, Texas 77010
Denise Stigge, Vice President, Association Relations
832-214-0181 or 800-420-2122 / Fax: 832-214-0333
E-mail: dstigge@pulse-eft.com
Web site: www.pulse-eft.com
Electronic Payments Network
Gold Level Conference Sponsor***
Gold Corporate Member***
CBW Financial Service Debit Card Preferred Provider
Shazam
6700 Pioneer Parkway, Johnston, IA 50131
Tim Luger, Senior Account Executive
800-490-7284 / Fax: 608-356-8345
E-mail: tluger@shazam.net
Web site: www.shazam.net
ATM and Debit Card Processor
Shazam offers ATM processing services; Visa Check and Debit Mastercard national debit products including business debit and health savings account (HSA) cards; card authorization services, merchant processing; ACH services and information security solutions.
Silver Level Conference Sponsor**
Silver Corporate Member**
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Executive Benefits Network
626 E. Wisconsin Avenue #1000, Milwaukee, WI 53202
David Fritz, Managing Partner
414-431-9688 / Fax: 414-431-9689
E-mail: dfritz@ebn-design.com
Web site: ebn-design.com
Specialists in Executive Compensation and Benefit Planning, Implementation and Performance Reviews of Bank Owned Life Insurance, and Executive Benefit Administration Support Services.
Gold Level Conference Sponsor***
Gold Corporate Member***
CBW Financial Services Preferred Provider
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| ENVIRONMENTAL DUE DILIGENCE |
Environmental Data Resources
440 Wheelers Farms Road, Milford, CT 06461
Don Grauer, Regional Manager
800-282-2979 / Fax: 203-783-0310
E-Mail: dgrauer@edrnet.com
“EDR provides solutions for lending institutions that make environmental
due diligence on small balance loans & low risk properties easy”
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| EXECUTIVE COMPENSATION AND BENEFITS |
Executive Benefits Network
626 E. Wisconsin Avenue #1000, Milwaukee, WI 53202
David Fritz, Managing Partner
414-431-9688 / Fax: 414-431-9689
E-mail: dfritz@ebn-design.com
Web site: ebn-design.com
Specialists in Executive Compensation and Benefit Planning, Implementation and Performance Reviews of Bank Owned Life Insurance, and Executive Benefit Administration Support Services.
Gold Level Conference Sponsor***
Gold Corporate Member***
CBW Financial Services Preferred Provider
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JNB Signs, Inc.
1221 Venture Drive, Suite 1, Janesville, WI 53546
Ryan Coffey, Sales
608-921-9689 / Fax: 608-754-7822
E-Mail: jnbsigns@charter.net
Your Custom Sign Resource for all of Your Signage Needs
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Community Commercial Services
1010 S. Broad Street, Clinton, SC 29325
E. Larry Hable, Executive Vice President
800-457-8193 / Fax: 800-457-8194
E-Mail: ccslh@bellsouth.net
CCS is the nation’s premier provider of insured accounts receivable financing
Financial Insurance Administrators
P.O. Box 8063, Madison, WI 53708
Thomas Stanek, President
800-241-5518 / Fax: 608-241-3282
E-Mail: tom@finins.net
Bank and Customer Insurance Products
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Executive Benefits Network
626 E. Wisconsin Avenue #1000, Milwaukee, WI 53202
David Fritz, Managing Partner
414-431-9688 / Fax: 414-431-9689
E-mail: dfritz@ebn-design.com
Web site: ebn-design.com
Specialists in Executive Compensation and Benefit Planning, Implementation and Performance Reviews of Bank Owned Life Insurance, and Executive Benefit Administration Support Services.
Gold Level Conference Sponsor***
Gold Corporate Member***
CBW Financial Services Preferred Provider
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| FLOOD ZONE DETERMINATIONS |
Great Lakes Flood Certification, LLC
P. O. Box 663, Wautoma, WI 54982
Lyle Pomplun, Owner
920-787-7664 / Fax: 888-353-5663
E-Mail: orders@glfloodcert.com
A Flood Determination Company located in Wisconsin, offering on-line
automated, e-mail, and faxed services.
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PMA Financial Network, Inc.
27545 Diehl Road, Suite 100, Warrenville, IL 60555
D. James Lutter, VP, Trading & Operations
630-657-6460 / Fax: 630-393-9595
E-Mail: jlutter@pmanetwork.com
Serving Community Banks since 1988, PMA is a trusted leader providing
“stable deposit funding”
Promontory Interfinancial Network
1515 N. Courthouse Rd, #800, Arlington, VA 22201
Mark Martello, Regional Director
703-292-3400 / Fax: 703-528-5700
E-Mail: mmartello@promnetwork.com
CDARS (Certificate of Deposit Account Registry Service) Your source for funding solutions
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| ICBA
COMMUNITY BANKING NETWORK |
ICBA Bancard / TCM Bank
1615 L St. NW #900, Washington, DC 20036
Linda Echard, President/CEO
800-242-4770 / Fax: 202-659-3606
E-Mail: bancard@icba.org
Provides community banks access to comprehensive and competitive
electronic payment solutions, including credit card issuing, debit/ATM card
programs, prepaid debit/gift/payroll card programs, merchant services, remote deposit and Internet banking products. Competitive card portfolio purchase options and consultation programs are also available
CBW Financial Services Preferred Partner
ICBA Mortgage
2107 Wilson Blvd., #400, Arlington, VA 22201
Elizabeth Deal, Senior VP
800-253-5356 / Fax: 202-659-3607
E-Mail: elizabeth.deal@icba.org
Full Menu of Long-Term Financing Options
CBW Financial Services Preferred Partner
ICBA Securities
775 Ridge Lake Blvd., Memphis, TN 38120
Jim Reber, President/CEO
800-422-6442 / Fax: 901-762-5333
E-Mail: jreber@icbasecurities.com
Investment Products and Services
CBW Financial Services Preferred Partner
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Abound Resources, Inc.
13740 Research Blvd., Suite 2, Building 2, Austin, Texas 78750
Ryan Esqvell, SalesDirector
512-231-1750 / Fax: 512-231-1752
E-Mail: resqvell@aboundresources.com
Abound Offers Advisory Services to Community Banks Addressing Their
Unique Technology Needs & Challenges
Coulee Region Solutions
1717 Saint James Street, La Crosse, WI 54603
Hugh Steffens, Account Manager
608-779-9400 / 608-779-9401
E-Mail: hsteffens@cr-sol.com
CR Solutions provides cost-effective Technology Solutions, Hardware
Procurement, Implementation Services, and Managed Data Security Services
Fiserv, Inc.
255 Fiserv Drive, Brookfield WI 53045
Kevin Mehl, Senior Sales Executive
262-879-5743 / Fax: 262-879-5522
E-mail: kevin.mehl@fiserv.com
ITI and Precision Account Processing both in-house and Service Bureau
Bronze Level Conference Sponsor*
Bronze Corporate Member*
Jack
Henry & Associates, Inc.
663 W. Hwy. 60, Monet, MO 65708
Dennis Jones, Marketing Manager
417-235-6652 / Fax: 417-236-8959
E-Mail: djones@jackhenry.com
Full Data Processing Both In-House and Service Bureau Environment
Bronze Level Conference Sponsor*
Bronze Corporate Member*
Harland Clarke
10931 Laureate Dr., San Antonio, TX 782
Molly Hegwood, Account Executive
800-382-0818 / Fax: 262-786-1736
E-Mail: molly.hegwood@harlandclarke.com
More Than a Check Printer, We Offer Integrated Payment, Technology and
Marketing Solutions
CBW Financial Services Preferred Partner
Lindgren
Callihan VanOsdol
4949 Harrison Avenue, Suite 300, Rockford, IL 61125
Tom Ogden, Marketing Director
815-399-7700 x 5678 / Fax: 815-399-7644
E-Mail: togden@lcvcpa.com
Progressive Technology Services, Intrusion Testing, Networking, Vulnerability, Information Systems, Consulting
LockNet, Inc.
3128 South Avenue, La Crosse, WI 54601
Tricia Betcher, Sales & Marketing Coordinator
608-785-7100 / Fax: 608-785-7180
E-Mail: tbetcher@locknet-inc.com
LockNET takes a secure, sensible and smart focus to everyday
compliance and network security
Secure Banking Solutions, LLC
1400 N. Washington Avenue, Suite 103, Madison, WI 57042
Jeff Haase, VP
605-270-9854 / Fax: 612-392-7657
E-Mail: jeff@protectmybank.com
IT Audit – Risk Assessment – Policy & Procedure Development – Penetration Testing – Vulnerability Assessment – Business Continuity Planning – Incident Response Planning – Risk Management Consulting – BSA Audit
Wipfli LLP
3703 Oakwood Hills Parkway, P.O. Box 690, Eau Claire, WI 54702-0690
Dick Dean, Partner
715-832-3407 / Fax: 715-832-0475
E-Mail: ddean@wipfli.com
Web site: www.wipfli.com
Audit. Tax. Regulatory Compliance. Operational Effectiveness. Risk Management. Information Technology. People Systems. And More…
Wipfli’s Financial Institutions Practice has the depth, experience, and expertise to assist your financial institution with the key issues you face
Gold Level Conference Sponsor***
Gold Corporate Member***
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Chubb Group of Insurance Companies
233 S. Wacker Drive, Suite 4700, Chicago, IL 60606
Tiffany Uribe, Community Bank Underwriting Officer
312-454-4310 / Fax: 312-454-4401
E-mail: turibe@chubb.com
Professional Liability Products and Property & Casualty Insurance
Bronze Level Conference Sponsor*
Bronze Corporate Member*
CBW Financial Services Preferred Partner
Central States Health & Life Co. of Omaha
1212 N. 96th St, Omaha, NE 68114-2274
Dave Okeson, Regional VP
800-826-6587 / Fax: 402-399-3448
E-Mail: dokeson@cso.com
Bronze Level Conference Sponsor*
Loan Related Insurance Products
Financial Insurance Administrators
P.O. Box 8063, Madison, WI 53708
Thomas Stanek, President
608-241-5511 / Fax: 608-241-3282
E-Mail: tom@finins.net
Bank and Customer Insurance Products
Generations Title Co., LLC
6000 Gisholt Drive #108, Madison, WI 53713
Robb Kahl
608-661-0823 / Fax: 608-661-0868
E-Mail: rkahl@generationstitle.com
Generations Title provides the highest quality Commercial, Residential and Settlement Services throughout Wisconsin
Individual Assurance Company
2400 W. 75th Street, Prairie Village, KS 66208
Lee-Ann Hollister, Vice President - Sales
800-821-5434 / Fax: 913-236-0691
E-Mail: lhollister@iac-group.com
Integrated Insurance and Debt Protection Products & Services
Life of the South
2804 Killarney Court, West Bend, WI 53095
Rob Sutherland, Regional Vice President
262-623-4285 / Fax: 262-334-3994
E-Mail: rsutherland@life-south.com
Life of the South is a marketer, manufacturer, and administrator of insurance related products and services
Pekin Life
Insurance Company
2505 Court Street, Pekin, IL 61558
Jay Holloman, Credit Insurance Manager
309-346-1161 / Fax: 309-478-2093
E-Mail: jholloman@pekininsurance.com
Provide Debt Cancellation, Credit Insurance and other related products to
financial institutions
Physicians Mutual
2600 Dodge Street, Omaha, NE 68131
Jim Grauel, Manager, Associations & Small Business
402-633-1637 / Fax: 402-633-1613
E-Mail: jimgrauel@physiciansmutual.com
Providing asset protection to banks, their employees and depositors
West
Bend Mutual Insurance
1900 S. 18th, West Bend, WI 53095
Scott Stueber, Marketing Services Specialist
800-236-5010 x 6588 / Fax: 262-338-5171
E-Mail: sstueber@wbmi.com
Home and Highway Program for Bank Employees
Bronze Level Conference Sponsor*
Bronze Corporate Member*
CBW Financial Services Program Preferred Partner
Zurich
North America
1123 Mill Race Lane, Naperville, IL 60565
Ray Brock, Financial Services Executive
630-291-5530 / Fax: 630-961-6121
E-mail: ray.brock@zurichna.com
Web site: www.zurichna.com
Blanket Bond, D & O and P & C Insurance
Zurich North America Financial Enterprises provides risk management solutions for financial services organizations. Our products include fidelity bonds, property and casualty, professional liability and electronic commerce protection for financial services firms.
Gold Level Conference Sponsor***
Gold Corporate Member***
CBW Financial Services Preferred Provider
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| INTERNAL
AUDIT / SUBSIDIARY COMPLIANCE |
Clifton
Gunderson LLP
440 Science Drive, Suite 400, Madison, WI 53717
Michael Stoetzel, Partner
608-232-2900 x 43063 / Fax: 608-232-2919
E-Mail: mike.stoetzel@cliftoncpa.com
Accounting, Tax, and Financial Services
Crowe Chizek and Company LLC
One Mid America Plaza / P.O. Box 3697, Oak Brook, IL 60522-3697
Celeste Bessette, Business Development
630-586-5245 / Fax: 630-574-1608
E-Mail: cbessette@crowechizek.com
Silver Level Conference Sponsor**
CPA Firm — Bank Specialists — Audit, Tax, and Outsourcing (Internal Audit, Loan Review, Information Systems and Internet Security, Compliance)
Jefferson Wells
330 E. Kilbourn Avenue, Suite 1075, Milwaukee, WI 53202
John Eimermann
414-347-2345 / Fax: 414-347-1206
E-Mail: john.eimermann@jeffersonwells.com
Delivers professional services in the areas of internal audit, technology
risk management, tax, and finance and accounting
Lindgren Callihan VanOsdol
4949 Harrison Avenue, Suite 300, Rockford, IL 61125
Tom Ogden, Marketing Director
815-399-7700 x 5678 / Fax: 815-399-7644
E-Mail: togden@lcvcpa.com
Audit, Compliance, Tax and Business Consulting Services
RSM McGladrey
434 South Yellowstone Drive, Madison, WI 53719-1086
Bill McDonald, Managing Director
608 833-3361 / Fax: 608 - 833-8195
E-mail: bill.mcdonald@rsmi.com
Web site: www.rsmmcgladrey.com
National Business Tax, Consulting and Accounting Firm
RSM McGladrey is a leading provider of financially focused services to financial institutions offering tax, accounting and business consulting services. Community banks are one of our core focus segments, which means we have hands-on experience with your industry and key issues. Serving more than 2,000 financial institutions across the country, our clients tell us the difference they see lies in three simple things. Big fish in a small pond philosophy, answers to strategic complex issues, and more partner/managing director interaction. We can show you the difference too.
Gold Level Conference Sponsor***
Gold Corporate Member***
Virchow
Krause & Company
115 South 84th Street, Suite 400, Milwaukee, WI 53214
Chris Fenske, Partner
414-777-5415 / Fax: 414-777-5555
E-mail: cfenske@virchowkrause.com
Web site: www.virchowkrause.com
Audit, Tax, Valuations, Loan Review, and Consulting Firm
Bronze Level Conference Sponsor*
Bronze Corporate Member**
Wipfli LLP
3703 Oakwood Hills Parkway, P.O. Box 690, Eau Claire, WI 54702-0690
Dick Dean, Partner
715-832-3407 / Fax: 715-832-0475
E-Mail: ddean@wipfli.com
Web site: www.wipfli.com
Audit. Tax. Regulatory Compliance. Operational Effectiveness. Risk Management. Information Technology. People Systems. And More…
Wipfli’s Financial Institutions Practice has the depth, experience, and expertise to assist your financial institution with the key issues you face
Gold Level Conference Sponsor***
Gold Corporate Member***
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| INVESTMENT
PRODUCTS / BROKER / DEALER / SERVICES |
Christiansen Investments, Inc.
7100 W. Donges Bay Road, Mequon, WI 53092
James Marshall, President
262-238-4010 / Fax: 262-512-2704
E-mail: ci@ciadviser.com
Registered Investment Adviser
Silver Conference Sponsor**
Bronze Corporate Member*
Harbour
Investments, Inc.
One Odana Court, Madison, WI 53719
Doug Holmes, Business Development Manager
608-274-7744 x 3007 / Fax: 608-274-4474
E-Mail: dholmes@harbourinv.com
Broker/Dealer Investment Center for Bank Customers
CBW Financial Services Preferred Partner
Money Concepts
135 W. Wells Street, Suite 115, Milwaukee, WI 53203
Donald Fortney, Regional Director
414-278-7576 / 414-347-2394
E-Mail: dfortney@moneyconcepts.com
Broker/Dealer Investment Center for Bank Customers
U. S. Marketing Corporation
135 W. Wells Street, Suite 115, Milwaukee, WI 53203
Eric Fortney, Vice President
414-278-7576 / 414-347-2394
E-Mail: eric@usmarketingcorp.com
Local Wholesaler of Financial Products Designed to Accumulate,
Preserve and Distribute Wealth
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Godfrey
& Kahn, S.C.
780 N. Water Street, Milwaukee, WI 53202
James Sheriff, Attorney
414-273-3500 / Fax: 414-273-5198
E-Mail: jsheriff@gklaw.com
Law Firm
Gold Level Conference Sponsor***
CBW Preferred Partner
Michael Best & Friedrich LLP
100 East Wisconsin Avenue, Suite 3300, Milwaukee, WI 53202
W. Charles Jackson, Partner
