Regular Associates
Community Bankers of Wisconsin is a member-driven association committed to being an ethical advocate for community banking and a professional resource for legislation, education, products and services, and technology on behalf of our members.
AML RightSource LLC
Associated Bank-Correspondent
B$ Recruiters
Baker Tilly
Bank Compensation Consulting, Inc.
Bank Holding Company Association
BCI
Benning Group, LLC
BSA/AML Solutions, Inc.
Center for Financial Training
Central States Hlth & Life Co.
CFC Technology Corporation
Chubb Group of Insurance Co.
Clark Consulting
Clifton Gunderson LLP
Coulee Region Solutions
Crowe Horwath LLP
Data Financial, Inc.
DCS Netlink
Edge One, Inc.
Elite Payment Systems
EMJAY Corporation
Environmental Data Resources
Executive Benefits Network
Fed. Home Loan Bank of Chicago
Federal Reserve Bank of Minneapolis
Financial Insurance Admin.
Financial Marketing Corporation
FIS
Fiserv, Inc.
Fortress Partners, Capital Mgmt.
Godfrey & Kahn, S.C.
Greenbridge Equity Partners
Harbour Investments, Inc.
Harland Clarke
Harland Financial Solutions
ICBA Bancard
ICBA Financial Services
ICBA Mortgage Corporation
ICBA Reinsurance
ICBA Securities
ICBA Services Network
Independent Bankers' Bank
INFO-PRO - Mortgage Services
Integrated Building Solutions
Integrated Security Solutions
Jefferson Wells
JNB Signs, Inc.
La Macchia Group
Life of the South
Lighthouse Leadership
Lindgren Callihan VanOsdol
Locknet, Inc.
M&I Capital Markets
Magic-Wrighter Inc.
Merchants' Choice Card Services
Michael Best & Friedrich
Milliman, Inc.
Mortgage Assurance Corporation
Mortgagebot LLC
MPA Systems, Inc.
MRA-The Management Association
Nationwide Life Insurance
Nexity Bank - Corresp. Banking
Northern Oak Capital Management
Pekin Life Insurance Company
PMA Financial Network, Inc.
Premier Check Printing
Presus Mortgage
Pulse
Quarles & Brady LLP
Radian Guaranty Inc.
RSM McGladrey, Inc.
Ruder Ware, L.L.S.C.
Rural Mutual Insurance Company
Secure Banking Solutions, LLC
Shazam
Simplifile
Spectrum Investment Advisors
Sterne, Agee & Leach, Inc.
Superior Safe & Security, LLC
SynerComm
Taylor, Bean & Whitaker
The Baker Group
Travelers
WACHA
West Bend Mutual Insurance Co.
WHEDA
Whyte Hirschboeck Dudek S.C.
Wipfli LLP
Wisconsin Business Development
WM Enterprises, Inc.
Wolters Kluwer Financial Serv.
Young & Associates, Inc.
Zurich North America
AML RightSource LLC
| Address: |
1111 Superior Ave., Suite 1111 |
| |
Cleveland, OH 44114 |
| Contact: |
Sal Fragapane |
| Phone: |
216-615-8937 |
| Fax: |
216-771-1210 |
| Email: |
sfragapane@amlrightsource.com |
| Description: |
We provide consulting services and are an outsourcing solution to satisfy the daily transaction monitoring requirements of the Bank Secrecy Act. |
| |
Map & Directions |
Associated Bank-Correspondent
B$ Recruiters
| Address: |
155 E. Capital Drive, Suite #5 |
| |
Hartland, WI 53029 |
| Contact: |
Del Garcia |
| Phone: |
262-369-8109 |
| Fax: |
262-369-8028 |
| Email: |
del9730@aol.com |
| Description: |
Bank recruiter, placing banking professionals in the Wisconsin marketplace and bordering states for over 20+ years. |
| |
Map & Directions |
Baker Tilly
| Address: |
115 South 84th Street, Ste. 400 |
| |
Milwaukee, WI 53214 |
| Contact: |
Christine Fenske |
| Phone: |
414-777-5500 |
| Fax: |
414-777-5555 |
| Email: |
cfenske@virchowkrause.com |
| Website: |
www.bakertilly.com |
| Description: |
Audit, Tax, Valuations, Loan Review, and Consulting Firm - Bronze Level Conference Sponsor - Bronze Corporate Member |
| |
Map & Directions |
Bank Compensation Consulting, Inc.
| Address: |
1255 W. 15th Street, Suite 830 |
| |
Plano, TX 75075 |
| Contact: |
Kathy Orr Smith |
| Phone: |
972-781-2030 |
| Fax: |
972-398-3009 |
| Email: |
info@bcc-usa.com |
| Description: |
Delivers expertise in Executive/Director Benefit Plans, Compensation Consulting, Bank-Owned Life Insurance (BOLI) and provides quality "Raving Fan" service. |
| |
Map & Directions |
Bank Holding Company Association
| Address: |
200 Coon Rapids Blvd. NW, Ste. 305 |
| |
Minneapolis, MN 55433-5893 |
| Contact: |
W. Dennie Emmans |
| Phone: |
763-784-3222 |
| Fax: |
763-784-4546 |
| Email: |
wdebhca@aol.com |
| Description: |
Primary mission is to educate bank owners, directors and senior officers on current ownership, legislative and regulatory issues within the financial service industry. |
| |
Map & Directions |
BCI
| Address: |
757 N. Broadway |
| |
Milwaukee, WI 53202 |
| Contact: |
James Kosterman |
| Phone: |
800-222-1509 |
| Fax: |
414-273-1507 |
| Email: |
jkosterman@bcihq.com |
| Website: |
www.bcihq.com |
| Description: |
BCI plans, designs, builds and brands financial facilities. |
| |
Map & Directions |
BSA/AML Solutions, Inc.
| Address: |
26319 W. Boesch Place |
| |
Ingleside, IL 60041 |
| Contact: |
Joseph Gunnell |
| Phone: |
847-973-8140 |
| Fax: |
847-587-8093 |
| Email: |
jjgunnell@comcast.net |
| Website: |
www.bsasolutionsinc.com |
| Description: |
Retired FDIC Bank Examiner (30-years) who specializes in Independent BSA/AML reviews/audits. Problem solver for BSA, AML, and OFAC. Experts in resolving regulatory actions, e.g. Board Resolutions, Memorandum of Understandings and Cease & Desist Orders. |
| |
Map & Directions |
Center for Financial Training
| Address: |
177 E. Silver Spring Drive, Ste. 201 |
| |
Whitefish Bay, WI 53217 |
| Contact: |
Beverly Klug |
| Phone: |
414-332-6468 |
| Fax: |
414-332-6478 |
| Email: |
beverly@cftncs.org |
| Website: |
www.cftncs.org |
| Description: |
Provides Quality Education to Meet the Needs of Community Banks and Their Employees - From Novice to Seasoned Bank Professionals - Bronze Level Conference Sponsor |
| |
Map & Directions |
Central States Hlth & Life Co.
| Address: |
21361 Heath Ave Ct. WO |
| |
Forest Lake, MN 55025 |
| Contact: |
Dave Okeson |
| Phone: |
800-888-8625 |
| Fax: |
651-982-0789 |
| Email: |
dokeson@cso.com |
| Website: |
www.cso.com |
| Description: |
Loan Related Insurance Products - Bronze Level Conference Sponsor |
| |
Map & Directions |
CFC Technology Corporation
| Address: |
2600 Fernbrook Lane, #138 |
| |
Plymouth, MN 55447 |
| Contact: |
Bill Ristvedt |
| Phone: |
763-235-5320 |
| Fax: |
763-235-5301 |
| Email: |
bristvedt@cfctechnology.com |
| Website: |
www.cfctechnology.com |
| Description: |
Providing: Check 21, Branch Capture, Merchant Capture, Networking, Virtualization, Remote Digital Data Storage, Operations Advisory, BCP, Risk Assessments, ODP |
| |
Map & Directions |
Chubb Group of Insurance Co.
| Address: |
233 S. Wacker Dr, Suite 4700 |
| |
Chicago, IL 60606 |
| Contact: |
Jeff Zehr |
| Phone: |
312-454-4310 |
| Fax: |
312-454-4401 |
| Website: |
www.chubb.com |
| Description: |
Professional Liability Products and Property & Casualty Insurance - Bronze Level Conference Sponsor - Bronze Corporate Member - CBW Financial Services Preferred Partner |
| |
Map & Directions |
Clark Consulting
| Address: |
12727 N. Meadow Circle W |
| |
Mequon, WI 53092 |
| Contact: |
Jamie Boehlke |
| Phone: |
262-242-6227 |
| Fax: |
262-242-6237 |
| Email: |
jamie.boehlke@clarkconsulting.com |
| Website: |
www.clarkconsulting.com |
| Description: |
A Leading Provider of Benefits Consulting, Bank-Owned Life Insurance (BOLI) and Benefit Administration Support Services for the Banking Industry |
| |
Map & Directions |
Coulee Region Solutions
| Address: |
1717 Saint James Street |
| |
La Crosse, WI 54603 |
| Contact: |
Hugh Steffens |
| Phone: |
608-779-9400 |
| Fax: |
608-779-9401 |
| Email: |
hsteffens@cr-sol.com |
| Website: |
www.cr-sol.com |
| Description: |
CR Solutions provides cost-effective Technology Solutions, Hardware Procurement, Implementation Services, and Managed Data Security Services |
| |
Map & Directions |
Crowe Horwath LLP
| Address: |
1 Mid America Plaza, Box 3697 |
| |
Oakbrook Terrace, IL 60522-3697 |
| Contact: |
Celeste Bessette |
| Phone: |
630-574-7878 |
| Fax: |
630-574-1608 |
| Email: |
celeste.bessette@crowehorwath.com |
| Website: |
www.crowehorwath.com |
| Description: |
CPA Firm - Bank Specialists - Audit, Tax, and Outsourcing (Internal Audit, Loan Review, Information Systems and Internet Security, Compliance) - Silver Level Conference Sponsor |
| |
Map & Directions |
Data Financial, Inc.
| Address: |
1100 Glen Oaks Lane |
| |
Mequon, WI 53092 |
| Contact: |
James Holtz |
| Phone: |
262-243-5511 |
| Fax: |
262-243-9260 |
| Email: |
jholtz@datafinancial.com |
| Description: |
Data Financial provides cash handling and related branch automation products and support. Your source for quality, value and innovation. |
| |
Map & Directions |
DCS Netlink
| Address: |
1800 Macouley Avenue |
| |
Rice Lake, WI 54868 |
| Contact: |
Dane Deutsch |
| Phone: |
715-236-7424 |
| Fax: |
715-236-7423 |
| Email: |
ddeutsch@dcsnetlink.com |
| Website: |
dcsnetlink.com |
| Description: |
Service, Sales, Installation of Computers, Servers, Networks, Website Design Hosting, E-Mail, Database Programming, Wireless, Internet Security |
| |
Map & Directions |
Edge One, Inc.
| Address: |
161 Business Park Circle |
| |
Stoughton, WI 53589 |
| Contact: |
Mike Sasse |
| Phone: |
608-873-3311 |
| Fax: |
608-873-3506 |
| Email: |
msasse@edgeone.com |
| Website: |
www.edgeone.com |
| Description: |
Edge One Provides ATM, Armored Service, Technology Solutions to Financial Institutions and Commercial Enterprises Throughout the Midwest. |
| |
Map & Directions |
Elite Payment Systems
| Address: |
15417 W. National Ave., Ste. 310 |
| |
New Berlin, WI 53151 |
| Contact: |
John Maciosek |
| Phone: |
262-751-4270 |
| Fax: |
262-364-2033 |
| Email: |
johnm@elitepaymentsystems.com |
| Website: |
www.elitepaymentsystems.com |
| Description: |
Elite Payment Systems Offers Many Superior Check Processing Services, Including Remote Deposit - CBW Financial Services Preferred Partner |
| |
Map & Directions |
Environmental Data Resources
| Address: |
440 Wheeleers Farms Road |
| |
Milford, CT 06461 |
| Contact: |
Mike Benz |
| Phone: |
800-282-2979 |
| Fax: |
203-783-0310 |
| Email: |
mbenz@edrnet.com |
| Website: |
www.edrnet.com |
| Description: |
EDR provides solutions for lending institutions that make environmental due diligence on small balance loans & low risk properties easy. |
| |
Map & Directions |
Executive Benefits Network
| Address: |
626 E. Wisconsin Avenue, #1000 |
| |
Milwaukee, WI 53202 |
| Contact: |
David Fritz |
| Phone: |
414-431-9688 |
| Fax: |
414-431-9689 |
| Email: |
dfritz@ebn-design.com |
| Website: |
ebn-design.com |
| Description: |
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 |
| |
Map & Directions |
Fed. Home Loan Bank of Chicago
| Address: |
200 E. Randolph Drive |
| |
Chicago, IL 60601 |
| Contact: |
Nancy Schachman |
| Phone: |
312-565-5700 |
| Fax: |
312-565-6938 |
| Email: |
nschachman@fhlbc.com |
| Website: |
www.fhlbc.com |
| Description: |
Providing liquidity and support of community investment projects to member financial institutions |
| |
Map & Directions |
Federal Reserve Bank of Minneapolis
| Address: |
90 Hennepin Avenue |
| |
Minneapolis, MN 55401 |
| Contact: |
Steve Peterson |
| Phone: |
612-204-6933 |
| Fax: |
612-204-6960 |
| Email: |
steve.peterson@mpls.frb.org |
| Website: |
www.frbservices.org |
| Description: |
"FRB provides accessibility & flexibility for a dynamic, evolving industry, including Check 21, FedACH, FedCash, FedWire, National Settlement, Treasury Services, Account Management, and Service Charge information. Visit us at www.frbservices.org, or contact your Account Manager." |
| |
Map & Directions |
Financial Insurance Admin.
| Address: |
P.O. Box 8063 |
| |
Madison, WI 53708 |
| Contact: |
Thomas Stanek |
| Phone: |
800-241-5518 |
| Fax: |
608-241-3282 |
| Email: |
tom@finins.net |
| Description: |
Financial Insurance Administrators offers a wide array of insurance products, many of which revolve around the lending department, along with the necessary support and training for the bank's personnel. |
| |
Map & Directions |
Financial Marketing Corporation
FIS
| Address: |
4900 W. Brown Deer Road |
| |
Milwaukee, WI 53223 |
| Contact: |
Michelle Przybylski |
| Phone: |
800-822-6758 |
| Fax: |
414-586-8114 |
| Email: |
michelle.przybylski@fisglobal.com |
| Website: |
www.fisglobal.com |
| Description: |
A leading global provider of banking and payments technologies, FIS provides financial institution core processing, and card issuer and transaction processing services, including the NYCE Network to more than 14,000 financial institutions and businesses in more than 90 countries worldwide. |
| |
Map & Directions |
Fiserv, Inc.
| Address: |
325 North Corporate Drive, Ste. 220 |
| |
Brookfield, WI 53045 |
| Contact: |
Kevin Mehl |
| Phone: |
262-879-5743 |
| Fax: |
262-879-6974 |
| Email: |
kevin.mehl@fiserv.com |
| Website: |
www.fiserv.com |
| Description: |
Fiserv, Inc. (NASDAQ: FISV) is the leading global provider of information management and electronic commerce systems for the financial services industry, driving innovation that transforms experiences for financial institutions and their customers. Ranked No. 1 on the FinTech 100 survey of top technology partners to the financial services industry, Fiserv celebrated its 25th year in 2009. |
| |
Map & Directions |
Fortress Partners, Capital Mgmt.
| Address: |
700 Walnut Ridge Drive, Ste 200 |
| |
Hartland, WI 53029 |
| Contact: |
Jon Bruss |
| Phone: |
262-369-1095 |
| Fax: |
262-367-5612 |
| Email: |
bruss@fortresspartners.com |
| Website: |
www.fortresspartners.com |
| Description: |
In addition to managing bank investments for institutions and individuals, Fortress Partners provides strategic capital advising for community banks. |
| |
Map & Directions |
Greenbridge Equity Partners
| Address: |
4600 W. Schroeder |
| |
Brown Deer, WI 53223 |
| Contact: |
Dick Kinney |
| Phone: |
414-365-5600 |
| Fax: |
414-586-0905 |
| Email: |
dick.kinney@greenbridgepartners.net |
| Description: |
Markets tax credit investments for supportive housing that serves frail elderly, deaf, disabled veterans and mentally ill. |
| |
Map & Directions |
Harbour Investments, Inc.
| Address: |
575 D'Onofrio Drive, Suite 300 |
| |
Madison, WI 53719 |
| Contact: |
Doug Holmes |
| Phone: |
608-274-7744 |
| Fax: |
608-274-4474 |
| Email: |
dholmes@harbourinv.com |
| Website: |
www.harbourinv.com |
| Description: |
Broker/Dealer Investment Center for Bank Customers - CBW Financial Services Preferred Partner |
| |
Map & Directions |
Harland Clarke
| Address: |
10931 Laureate Drive |
| |
San Antonio, TX 78249 |
| Contact: |
Tim Stenlund |
| Phone: |
262-784-7091 |
| Fax: |
262-786-1736 |
| Email: |
tim.stenlund@harlandclarke.com |
| Website: |
www.harlandclarke.com |
| Description: |
Harland Clarke is a provider of check printing solutions as well as many strategic marketing, education, technology, and gift card services. CBW Financial Services Preferred Partner |
| |
Map & Directions |
Harland Financial Solutions
ICBA Bancard
| Address: |
1615 L St. NW, #900 |
| |
Washington, DC 20036-5610 |
| Contact: |
Client Relations |
| Phone: |
800-242-4770 |
| Fax: |
202-659-3606 |
| Email: |
bancard@icba.org |
| Website: |
www.icbabancard.org |
| Description: |
ICBA Bancard/TCM Bank provides community banks access to comprehensive and competitive electronic payment solutions, including credit card issuing, debit/ATM card programs for both consumers and small businesses. CBW Financial Services Preferred Partner |
| |
Map & Directions |
ICBA Financial Services
| Address: |
775 Ridge Lake Blvd., Ste. 175 |
| |
Memphis, TN 38120-9433 |
| Contact: |
William Reid |
| Phone: |
800-786-0223 |
| Fax: |
901-766-3077 |
| Email: |
bill.reid@icba.org |
| Website: |
www.icbafinancial.com |
| Description: |
ICBA Financial Services helps community banks offer their customers a full range of retail investment products including both a lobby program and a discount brokerage program. Wealth management services are available through several industry leading providers. CBW Financial Services Preferred Partner |
| |
Map & Directions |
ICBA Mortgage Corporation
| Address: |
1615 L Street NW, Suite 900 |
| |
Washington, DC 20036 |
| Contact: |
Elizabeth Deal |
| Phone: |
800-253-5356 |
| Fax: |
719-836-0671 |
| Email: |
elizabeth.deal@icba.org |
| Website: |
www.icbamortgage.com |
| Description: |
ICBA Mortgage offers servicing released and retained secondary mortgage loan solutions designed exclusively for community banks. Direct selling to Fannie/Freddie and reverse mortgage programs are also available. CBW Financial Services Preferred Partner. |
| |
Map & Directions |
ICBA Reinsurance
| Address: |
1615 L Street NW, Ste 900 |
| |
Washington, DC 20036 |
| Contact: |
Steve Ello |
| Phone: |
888-790-6625 |
| Email: |
reinsurance!@icba.org |
| Description: |
With exclusive relationships with national insurance provider's, community banks gain access to life and disability insurance coverage's to meet virtually any borrowing need. CBW Financial Services Preferred Partner |
| |
Map & Directions |
ICBA Securities
| Address: |
775 Ridge Lake Blvd, Ste. 175 |
| |
Memphis, TN 38120 |
| Contact: |
Jim Reber |
| Phone: |
800-422-6442 |
| Fax: |
901-762-5333 |
| Email: |
jreber@icbasecurities.com |
| Website: |
icbasecurities.com |
| Description: |
ICBA Securities provides community bankers with quality investment products and services at competitive market prices. We provide education, analysis and help community banks select the most suitable securities for their protfolios. CBW Financial Services Preferred Partner |
| |
Map & Directions |
Independent Bankers' Bank
| Address: |
3161 West White Oaks Dr, Ste. 300 |
| |
Springfield, IL 62704 |
| Contact: |
John Jones |
| Phone: |
217-585-0734 |
| Fax: |
217-585-0396 |
| Email: |
John.jones@ibb.cc |
| Website: |
www.ibb.cc |
| Description: |
Complete Image Cash Letter Exchange, in addition to Correspondent Banking Services |
| |
Map & Directions |
INFO-PRO - Mortgage Services
Integrated Building Solutions
Integrated Security Solutions
Jefferson Wells
| Address: |
725 Heartland Trail, Ste 207 |
| |
Madison, WI 53717 |
| Contact: |
Missy Helgerson |
| Phone: |
608-828-2720 |
| Fax: |
608-828-2722 |
| Email: |
melissa.helgerson@jeffersonwells.com |
| Website: |
www.jeffersonwells.com |
| Description: |
Jefferson Wells delivers professional services in the areas of risk advisory, tax, and finance and accounting. We serve clients, including Fortune 500, FTSE 350 and Global 1000 companies, through highly experienced professionals working from offices worldwide. |
| |
Map & Directions |
La Macchia Group
| Address: |
157 N. Milwaukee Street |
| |
Milwaukee, WI 53202 |
| Contact: |
Dave Throndson |
| Phone: |
414-223-4400 |
| Fax: |
414-223-4488 |
| Email: |
dave@lamacchiagroup.com |
| Website: |
www.lamacchiagroup.com |
| Description: |
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. |
| |
Map & Directions |
Life of the South
| Address: |
2804 Killarney Court |
| |
West Bend, WI 53095 |
| Contact: |
Rob Sutherland |
| Phone: |
202-623-4285 |
| Fax: |
202-334-3994 |
| Email: |
rsutherland@life-south.com |
| Website: |
www.fortegra.com |
| Description: |
Life of the South is a marketer, manufacturer, and administrator of insurance related products and services. |
| |
Map & Directions |
Lindgren Callihan VanOsdol
| Address: |
4949 Harrison Ave., Ste. 300 |
| |
Rockford, IL 61125 |
| Contact: |
Ron Cooper |
| Phone: |
815-484-5687 |
| Fax: |
847-713-3687 |
| Email: |
rcooper@lcvcpa.com |
| Website: |
www.lcvcpa.com |
| Description: |
Audits, Tax Services, Information Systems Assessments, Perimeter Intrusion Testing, ACH Consulting, Loan Review, Compliance, BSA Consulting, Trust Examinations, Direstors' Exams, Merger & Acquisition Assistance, Internal Audit and ALM/Interest Rate Risk Consulting |
| |
Map & Directions |
Locknet, Inc.
| Address: |
3128 South Avenue |
| |
La Crosse, WI 54601 |
| Contact: |
Sara Hurley |
| Phone: |
608-785-7100 |
| Fax: |
608-785-7180 |
| Email: |
shurley@locknet-inc.com |
| Website: |
www.locknet-inc.com |
| Description: |
LOCKNET is an IT solutions provider offering remote backups, network management, and data security, including user friendly dashboards and compliance tools. |
| |
Map & Directions |
M&I Capital Markets
| Address: |
111 E. Kilbourn, Suite 200 |
| |
Milwaukee, WI 53202 |
| Contact: |
Randy Fentzlaff |
| Phone: |
414-212-4200 |
| Fax: |
414-212-4200 |
| Email: |
randy.fentzlaff@micorp.com |
| Website: |
www.micapitalmarkets.com |
| Description: |
Backed by the resources of the largest bank holding company headquartered in Wisconsin, our services include fixed income securities, bank funding products, interest rate protection services, foreign exchange services, investment portfolio consulting, and asset/liability management. |
| |
Map & Directions |
Magic-Wrighter Inc.
| Address: |
1039Three Mile Road N.W. |
| |
Grand Rapids, MI 49544 |
| Contact: |
Robert Wright |
| Phone: |
616-855-0775 |
| Fax: |
616-784-2376 |
| Email: |
bobw@mvpbanking.com |
| Website: |
www.mvpbanking.com |
| Description: |
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 |
| |
Map & Directions |
Merchants' Choice Card Services
| Address: |
W8275 Cty MM |
| |
Hortonville, WI 54944 |
| Contact: |
Les Van Ornum |
| Phone: |
920-779-9000 |
| Fax: |
920-779-6776 |
| Email: |
info@mccs-wi.com |
| Description: |
MCCS is a full service partner with a goal of retaining and obtaining new customers. We provide competitive rates and are honest in assessing customer needs. |
| |
Map & Directions |
Milliman, Inc.
| Address: |
15800 Bluemound Road, Ste. 400 |
| |
Brookfield, WI 53005 |
| Contact: |
Kyle Mrotek |
| Phone: |
262-796-3331 |
| Fax: |
262-784-6388 |
| Email: |
kyle.mrotek@milliman.com |
| Description: |
Milliman's credit risk group in Brookfield works with banks, insurers, and investors to provide credit risk analytic services. Milliman also offers a full array of actuarial services. |
| |
Map & Directions |
Mortgage Assurance Corporation
| Address: |
1600 Aspen Commons, 9th Fl, Ste 950 |
| |
Middleton, WI 53562 |
| Contact: |
Phil Pelanek |
| Phone: |
608-830-2500 |
| Fax: |
608-830-2575 |
| Email: |
ppelanek@macpmi.com |
| Website: |
www.macpmi.com |
| Description: |
We provide private mortgage insurance to homebuyers through a national network of banking institutions. |
| |
Map & Directions |
Mortgagebot LLC
| Address: |
1000 W. Donges Bay Road |
| |
Mequon, WI 53092 |
| Contact: |
Donna Daniels |
| Phone: |
877-861-3354 |
| Fax: |
262-292-0940 |
| Email: |
donna.daniels@mortgagebot.com |
| Website: |
www.mortgagebot.com |
| Description: |
Mortgagbot provides PowerSite, the award-winning Web-based suite of mortgage-origination solutions, and Mortgage Marvel, the revolutionary new mortgage-shopping service that helps community lenders compete with popular online lenders. |
| |
Map & Directions |
MPA Systems, Inc.
| Address: |
P.O. Box 838 |
| |
Sanger, TX 76266 |
| Contact: |
Molly McGuirk |
| Phone: |
940-458-2600 |
| Fax: |
940-458-2700 |
| Email: |
mpasales@fs.utc.com |
| Website: |
www.mpasystems.com |
| Description: |
Since 1962, MPA has been providing a Disaster Recovery Program for a low annual fee. Customized lease and sale buildings available. |
| |
Map & Directions |
MRA-The Management Association
| Address: |
N19 W24400 Riverwood Drive |
| |
Waukesha, WI 53188 |
| Contact: |
Kristine Hillmer |
| Phone: |
262-696-3490 |
| Fax: |
262-696-3491 |
| Email: |
kris.hillmer@mranet.org |
| Website: |
mranet.org |
| Description: |
Employers' Association, Salary Surveys. MRA Helps Organizations Recruit, Retain and Develop Productive Employees Through: HR Information, Training, and Consulting
CBW Financial Services Preferred Partner |
| |
Map & Directions |
Nationwide Life Insurance
Nexity Bank - Corresp. Banking
| Address: |
200 Woodland Prime, Suite 315 |
| |
Menomonee Falls, WI 53051 |
| Contact: |
Brett Patten |
| Phone: |
866-440-6515 |
| Fax: |
262-509-6939 |
| Email: |
bpatten@nexitybank.com |
| Website: |
www.cbs.nexitybank.com |
| Description: |
Nexity Bank provides correspondent services to community banks. The Wisconsin based team partners with community banks to optimize the asset/liability process. Our proactive investment, funding, capital and hedging strategies enable community banks to mitigate risk and enhance financial performance. |
| |
Map & Directions |
Northern Oak Capital Management
| Address: |
250 E. Wisconsin Ave., Ste 1200 |
| |
Milwaukee, WI 53202 |
| Contact: |
Mark Zellmer |
| Phone: |
414-278-0590 |
| Fax: |
414-278-1294 |
| Email: |
mzellmer@northern-oak.com |
| Website: |
www.northern-oak.com |
| Description: |
Northern Oak Capital Management, a registered investment advisor, offers a unique asset allocation process designed as a risk-controlled approach to managing money. |
| |
Map & Directions |
Pekin Life Insurance Company
PMA Financial Network, Inc.
| Address: |
2135 CityGate Lane, 7th Floor |
| |
Naperville, IL 60563 |
| Contact: |
James Lutter |
| Phone: |
630-657-6400 |
| Fax: |
630-718-8701 |
| Email: |
jlutter@pmanetwork.com |
| Website: |
pmanetwork.com |
| Description: |
Since 1988, PMA has been a "Complete Funding Solution" for the Community Bank Sector (Public Funds and DTC eligible CD's). |
| |
Map & Directions |
Premier Check Printing
| Address: |
5232 Glenbrook Avenue, Suite 100 |
| |
Oakdale, MN 55128 |
| Contact: |
Art Laatsch |
| Phone: |
651-770-9770 |
| Fax: |
651-770-9762 |
| Email: |
alaatsch@premiercheck.com |
| Website: |
www.premiercheck.com |
| Description: |
Premier Check provides the most advanced, cost-effective in-house check printing solution to financial institutions across the Midwest. |
| |
Map & Directions |
Presus Mortgage
| Address: |
10425 W. North Avenue, Ste. 100 |
| |
Wauwatosa, WI 53226 |
| Contact: |
Peter Maurer |
| Phone: |
414-259-0218 |
| Fax: |
414-727-8060 |
| Email: |
pmaurer@presus.com |
| Website: |
www.presusmortgage.com |
| Description: |
FHA, VA, Conventional, Rural Housing, Conforming Fallout & Niche Mortgage Lending. Easy program to setup and implement. Utilize all potential loan programs and options available. |
| |
Map & Directions |
Pulse
| Address: |
1301 McKinney, Suite 2500 |
| |
Houston, TX 77010 |
| Contact: |
Denise Stigge |
| Phone: |
832-214-0181 |
| Fax: |
832-214-0301 |
| Email: |
dstigge@pulsenetwork.com |
| Website: |
www.pulsenetwork.com |
| Description: |
Electronic Payments Network
Gold Level Conference Sponsor
Gold Corporate Member
CBW Financial Service Debit Card Perferred Provider |
| |
Map & Directions |
Radian Guaranty Inc.
| Address: |
4931 W. 87th Street #2NE |
| |
Oak Lawn, IL 60453 |
| Contact: |
Brian Frame |
| Phone: |
312-953-9423 |
| Fax: |
708-422-8860 |
| Email: |
brian.frame@radian.biz |
| Website: |
www.radian.biz |
| Description: |
Radian Guaranty, Inc. provides a full array of mortgage insurance products and related services to lenders nationwide. |
| |
Map & Directions |
RSM McGladrey, Inc.
| Address: |
8040 Excelsior Drive, Ste. 300 |
| |
Madison, WI 53717 |
| Contact: |
Bill McDonald |
| Phone: |
608-829-5420 |
| Fax: |
608-833-8195 |
| Email: |
bill.mcdonald@rsmi.com |
| Website: |
www.rsmmcgladrey.com |
| Description: |
National Business Tax, Consulting and Accounting Firm
RMS 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 philosphy, 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 |
| |
Map & Directions |
Ruder Ware, L.L.S.C.
| Address: |
500 First Street, Suite 8000 |
| |
Wausau, WI 54403 |
| Contact: |
Matthew Rowe |
| Phone: |
715-845-4336 |
| Fax: |
715-845-2718 |
| Email: |
mrowe@ruderware.com |
| Website: |
www.ruderware.com |
| Description: |
Loan documentation, foreclosures, collections, mergers, acquisitions, holding company matters, compliance, employment, securities, general corporate matters. |
| |
Map & Directions |
Rural Mutual Insurance Company
Secure Banking Solutions, LLC
| Address: |
1400 N. Washington Ave., Ste. 103 |
| |
Madison, SD 57042 |
| Contact: |
Nick Podhradsky |
| Phone: |
605-770-3926 |
| Fax: |
612-392-7657 |
| Email: |
Nick@protectmybank.com |
| Website: |
www.protectmybank.com |
| Description: |
IT Audit - Risk Assessment - Policy & Procedure Development - Penetration Testing - Vulnerability Assessment - Business Continuity Planning - Incident Response Planning - Risk Management Consulting - BSA Audit - CBW Financial Services Preferred Partner |
| |
Map & Directions |
Shazam
| Address: |
200 Madison Street |
| |
Baraboo, WI 53913 |
| Contact: |
Tim Luger |
| Phone: |
800-490-7284 |
| Fax: |
608-356-8345 |
| Email: |
tluger@shazam.net |
| Website: |
www.shazam.net |
| Description: |
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 |
| |
Map & Directions |
Simplifile
| Address: |
385 Oak Manor Drive |
| |
Oshkosh, WI 54904 |
| Contact: |
Mark Moats |
| Phone: |
800-460-5657 |
| Fax: |
801-373-1417 |
| Email: |
mark.moats@simplifile.com |
| Website: |
www.simplifile.com |
| Description: |
"Simplifile is the leading provider of electronic recording (e-recording) services. Visit www.simplifile.com to learn how e-recording saves you time and money." |
| |
Map & Directions |
Spectrum Investment Advisors
Sterne, Agee & Leach, Inc.
| Address: |
123 N. Wacker Drive, Ste. 1250 |
| |
Chicago, IL 60606 |
| Contact: |
Aaron Schmanski |
| Phone: |
800-949-2406 |
| Fax: |
312-525-8438 |
| Email: |
aschmanski@sterneagee.com |
| Website: |
www.sterneagee.com |
| Description: |
Sterne Agee provides community banks with tools to monitor interest rate risk, manage earnings and protect their balance sheet. |
| |
Map & Directions |
Superior Safe & Security, LLC
SynerComm
| Address: |
3265 Gateway Road, Ste 650 |
| |
Brookfield, WI 53045 |
| Contact: |
Kirk Hanratty |
| Phone: |
262-373-7100 |
| Fax: |
262-373-7171 |
| Email: |
khanratty@synercomm.com |
| Description: |
SynerComm’s goal is to help customer’s meet their business objectives by being a trusted IT advisor and preferred solutions provider. Our DeliverIT team provides IT network and security infrastructure products and services. Our AssureIT team provides Information Assurance Services (Audit, Assessment, and Penetration Testing) services. |
| |
Map & Directions |
The Baker Group
| Address: |
901 community Drive |
| |
Springfield, IL 62703 |
| Contact: |
Ken Judd |
| Phone: |
888-333-0750 |
| Fax: |
217-241-0838 |
| Email: |
kjudd@gobaker.com |
| Website: |
www.gobaker.com |
| Description: |
The Baker Group is a leader in the development of asset/liability and investment portfolio strategies for community banks. |
| |
Map & Directions |
Travelers
| Address: |
13935 Bishops Drive, #200 |
| |
Brookfield, WI 53005 |
| Contact: |
Jill Howe |
| Phone: |
262-825-9070 |
| Fax: |
877-268-9126 |
| Email: |
jhowe@travelers.com |
| Website: |
www.travelers.com |
| Description: |
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 Conferernce Sponsor
Gold Corporate Member
CBW Financial Services Preferred Partner |
| |
Map & Directions |
WACHA
| Address: |
W177 N9886 Rivercrest Dr., Ste. 112 |
| |
Germantown, WI 53022 |
| Contact: |
Mary Gilmeister |
| Phone: |
262-345-1245 |
| Fax: |
262-345-1246 |
| Email: |
mgilmeister@wacha.org |
| Website: |
www.wacha.org |
| Description: |
ACH Association Serving Wisconsin Financial Institutions |
| |
Map & Directions |
West Bend Mutual Insurance Co.
| Address: |
1900 South 18th Avenue |
| |
West Bend, WI 53095 |
| Contact: |
Scott Stueber |
| Phone: |
262-334-6588 |
| Fax: |
262-338-5171 |
| Email: |
sstueber@wbmi.com |
| Website: |
www.thesilverlining.com |
| Description: |
Home and Highway Program for Bank Employees - Silver Level Conference Sponsor, Silver Corporate Member, CBW Financial Services Program Preferred Partner. |
| |
Map & Directions |
WHEDA
| Address: |
140 South 1st St., Ste. 200 |
| |
Milwaukee, WI 53204 |
| Contact: |
John Schultz |
| Phone: |
414-227-4039 |
| Fax: |
414-227-4704 |
| Email: |
john.schultz@wheda.com |
| Website: |
www.wheda.com |
| Description: |
WHEDA is dedicated to helping Wisconsin communities with their housing needs and has been a leader in assisting low- and middle-income people obtain affordable housing. |
| |
Map & Directions |
Whyte Hirschboeck Dudek S.C.
| Address: |
33 E. Main Street, Suite 300 |
| |
Madison, WI 53703 |
| Contact: |
Sverre Roang |
| Phone: |
606-255-4440 |
| Fax: |
608-258-7138 |
| Email: |
sroang@whdlaw.com |
| Description: |
Whyte Hirschboeck Dudek S.C. is one of Wisconsin's leading full-service law firms, with 150 professionals based in Milwaukee and Madison. |
| |
Map & Directions |
Wipfli LLP
| Address: |
3703 Oakwood Hills Parkway |
| |
Eau Claire, WI 54701 |
| Contact: |
Dick Dean |
| Phone: |
800-486-3454 |
| Fax: |
715-832-0475 |
| Email: |
ddean@wipfli.com |
| Website: |
www.wipfli.com |
| Description: |
Wipfli’s Financial Institutions Practice serves more than 400 financial institutions in the upper Midwest. Our mission is to educate, advise, and assist financial institutions in successfully navigating the complex environment they face. Whether your needs include regulatory compliance, profit improvement, risk management, strategic planning/board development, information technology, audit, or tax let our experts assist you. - Gold Level Conference Sponsor - Gold Corporate Member |
| |
Map & Directions |
Wisconsin Business Development
| Address: |
100 River Place, Suite 1 |
| |
Monona, WI 53716 |
| Contact: |
Pamela Rich |
| Phone: |
608-819-0390 |
| Fax: |
608-819-0393 |
| Email: |
prrich@wbd.org |
| Website: |
www.wbd.org |
| Description: |
Partner for SBA Loans and New Market Tax Credits. |
| |
Map & Directions |
WM Enterprises, Inc.
| Address: |
2360 Dousman Street |
| |
Green Bay, WI 54303 |
| Contact: |
Marla Micoley |
| Phone: |
920-617-9142 |
| Fax: |
920-617-9185 |
| Email: |
marlam@micoley.com |
| Website: |
www.micoley.com |
| Description: |
Accelerated Marketing specicalists expertly skilled in rapid disposition of Residential, Commercial, Investment, and REO Properties |
| |
Map & Directions |
Wolters Kluwer Financial Serv.
Zurich North America
| Address: |
5209 Fairvista Drive |
| |
Charlotte, NC 28269 |
| Contact: |
Mark DeLawter |
| Phone: |
704-516-7442 |
| Fax: |
866-637-0441 |
| Email: |
mark.delawter@zurichna.com |
| Website: |
www.zurichna.com |
| Description: |
Since 1890, Zurich has delivered insurance solutions to financial institutions, and today insures one in three banks. We offer more than 20 coverages along with award-winning claims services. |
| |
Map & Directions |
