Corporate Members
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.
Community Bankers Financial Services
| Address: |
2600 Eagan Woods Drive, Ste 200 |
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Eagan, MN 55121 |
| Phone: |
651-687-9080 |
| Fax: |
651-687-9387 |
| Email: |
bankkevin1@msn.com |
| Website: |
info@icbm.org |
| Description: |
CBFS represents the major insurance markets for banks including Travelers, Chubb, Zurich, Progressive, and CNA. Coverage includes bond and D&O, property/casualty, computer crimes, mortgage protection, and flood determination. Kevin Christians, Michael Marx, and Phil Hoover have been addressing bankers' insurance needs for over a combined 70 years. |
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Map & Directions |
Executive Benefits Network
| Address: |
626 E. Wisconsin Avenue, #1000 |
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Milwaukee, WI 53202 |
| 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 |
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Map & Directions |
McGladrey, Inc.
| Address: |
8040 Excelsior Drive, Ste. 300 |
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Madison, WI 53717 |
| Phone: |
608-829-5420 |
| Fax: |
608-833-8195 |
| Email: |
john.behringer@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 |
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Map & Directions |
PULSE
| Address: |
1301 McKinney, Suite 2500 |
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Houston, TX 77010 |
| Phone: |
832-214-0181 |
| Fax: |
832-214-0301 |
| Email: |
twatson@pulsenetwork.com |
| Website: |
www.pulsenetwork.com |
| Description: |
PULSE, a leading ATM/debit network, serves more than 4,400 financial institutions across the U.S. PULSE links cardholders with ATMs and POS terminals nationwide, and provides international cash access for Diners Club and Discover cardholders, with over 650,000 ATMs in nearly 60 countries, including more than 289,000 U.S. ATMs. Visit www.pulsenetwork.com
Silver Level Conference Sponsor
Silver Corporate Member
CBW Financial Service Debit Card Perferred Provider |
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Map & Directions |
Travelers
| Address: |
13935 Bishops Drive, #200 |
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Brookfield, WI 53005 |
| Phone: |
262-825-9071 |
| Fax: |
866-540-5661 |
| 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 |
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Map & Directions |
Wipfli LLP
| Address: |
10000 Innovation Drive, Suite 250 |
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Milwaukee, WI 53226 |
| Phone: |
800-486-3454 |
| Email: |
mboortz@wipfli.com |
| Website: |
www.wipfli.com |
| Description: |
Wipfli’s Financial Institutions Practice serves more than 600 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 |
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Map & Directions |
Wipfli LLP
| Address: |
10000 Innovation Drive, Suite 250 |
| |
Milwaukee, WI 53226 |
| Phone: |
800-486-3454 |
| Email: |
dsaber@wipfli.com |
| Website: |
www.wipfli.com |
| Description: |
Wipfli’s Financial Institutions Practice serves more than 600 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 |
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Map & Directions |
BOSC, Inc.
| Address: |
200 Woodland Prime #315 |
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Menomonee Falls, WI 53051 |
| Phone: |
866-440-6515 |
| Fax: |
262-509-6939 |
| Email: |
jhunt@bokf.com |
| Website: |
www.bokf.com |
| Description: |
BOSC, Inc. is a subsidiary of BOK Financial Corporation, a highly capitalized $24 billion bank holding company. Our team of experienced bankers located in Milwaukee has served Wisconsin community banks for over 20 years. We help banks identify interest rate, liquidity, earnings and capital risks while developing customized strategies to enhance earnings and mitigate these risks. Our core services include asset/liability modeling and consulting, investment trading and consulting, and wholesale funding solutions. |
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Map & Directions |
Shazam
| Address: |
200 Madison Street |
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Baraboo, WI 53913 |
| 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 |
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Map & Directions |
West Bend Mutual Insurance Co.
| Address: |
1900 South 18th Avenue |
| |
West Bend, WI 53095 |
| Phone: |
262-334-6588 |
| Fax: |
262-338-5171 |
| Email: |
sstueber@wbmi.com |
| Website: |
www.thesilverlining.com |
| Description: |
Discounted home and auto insurance for bank employees. - Silver Level Conference Sponsor, Silver Corporate Member, CBW Financial Services Program Preferred Partner. |
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Map & Directions |
Young & Associates, Inc.
| Address: |
121 E. Main Street, PO Box 711 |
| |
Kent, OH 44240 |
| Phone: |
330-678-0524 |
| Fax: |
330-678-6219 |
| Email: |
jkleinfelter@younginc.com |
| Website: |
www.younginc.com |
| Description: |
Community bank consulting firm providing consulting, education, and products covering risk management, capital planning, strategic planning, profit planning, mergers/acquisitions, branching/expansion, internal audit, lending and loan review, IT, and regulatory compliance. |
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Map & Directions |
Baker Tilly
| Address: |
115 South 84th Street, Ste. 400 |
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Milwaukee, WI 53214 |
| 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 |
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Map & Directions |
Chubb Group of Insurance Co.
| Address: |
233 S Wacker Drive, Ste 4700 |
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Chicago, IL 60606 |
| Phone: |
312-496-1192 |
| Fax: |
312-454-4401 |
| Email: |
kcharlett@chubb.com |
| Website: |
www.chubb.com |
| Description: |
Professional Liability Products and Property & Casualty Insurance - Bronze Level Conference Sponsor - Bronze Corporate Member - CBW Financial Services Preferred Partner |
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Map & Directions |
Federal Home Loan Bank of Chicago
| Address: |
200 E. Randolph Drive |
| |
Chicago, IL 60601 |
| Phone: |
312-565-5700 |
| Fax: |
312-565-6938 |
| Email: |
nschachman@fhlbc.com |
| Website: |
www.fhlbc.com |
| Description: |
Funding, asset liability management, letters of credit, the MPF Program, and community investment/affordable housing initiatives to serve our member institutions in Wisconsin: Opportunities, Strategies, Solutions.
Gold Corporate Member |
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Map & Directions |
Fiserv, Inc.
| Address: |
255 Fiserv Drive |
| |
Brookfield, WI 53045 |
| Phone: |
262-879-5743 |
| Fax: |
262-879-5522 |
| Email: |
kevin.mehl@fiserv.com |
| Website: |
www.fiserv.com |
| Description: |
Fiserv, Inc. (NASDAQ: FISV) is a leading global technology provider serving the financial services industry. Fiserv is driving innovation in payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. For six of the past eight years, Fiserv ranked No. 1 on the FinTech 100, an annual international listing of the top technology providers to the financial services industry. |
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Map & Directions |
Secure Banking Solutions, LLC
| Address: |
810 N. Perry Pkwy |
| |
Oregon, WI 53575 |
| Phone: |
608-807-9817 |
| Fax: |
605-427-8029 |
| Email: |
alan.novy@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 |
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Map & Directions |
Spectrum Investment Advisors
