Corporate Members - Shazam
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.
Bankers' Bank
| Address: |
7700 Mineral Point Rd. |
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Madison, WI 53717 |
| Phone: |
608-833-5550 |
| Fax: |
608-829-5590 |
| Email: |
tpapenthien@bankersbankusa.com |
| Website: |
www.bankersbankusa.com |
| Description: |
A bank-owned correspondent bank providing secondary mortgage products, competitive federal funds rates, cash letter processing with automated cash management, municipal bond underwriting, investment trading, safekeeping and portfolio accounting, lending alternatives, and more. |
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Map & Directions |
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: |
www.icbm.org |
| Description: |
CBFS is a wholly owned subsidiary of Community Bankers of Wisconsin. CBFS represents the major insurance markets for banks including Travelers, Chubb, Zurich, Progressive, and CAN. Coverage includes bond and D&O, property/casualty, computer crimes, mortgage protection, and flood determination. Kevin Christians, Denise Davis, and Rick McGuigan have been addressing bankers' insurance needs for over a combined 90 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: |
Executive Benefits Network (EBN) currently conducts business in 16 states and has access to the highest rated insurance companies in the nation. EBN specializes in the design, administration and informal financing of executive compensation and benefit plans as well as the procurement of Bank Owned Life Insurance (BOLI) programs.
BOLI can help offset the costs of nonqualified plans for key employees and/or the costs of existing employee benefits. In addition, BOLI is immediately accretive to earnings and improves non-interest income and shareholder value.
EBN can help your corporation create a customized plan to attract, retain and reward key executive talent. Please contact EBN today to see how we can improve your financial portfolio. |
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Map & Directions |
Federal Home Loan Bank of Chicago
| Address: |
200 E. Randolph Drive |
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Chicago, IL 60601 |
| Phone: |
312-565-5700 |
| Fax: |
312-565-6938 |
| Email: |
mwarden@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 |
ICBA Bancard
| Address: |
1615 L St. NW, #900 |
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Washington, DC 20036-5610 |
| Phone: |
800-242-4770 |
| Fax: |
202-659-3606 |
| Email: |
bancard@icba.org |
| Website: |
www.icbabancard.org |
| Description: |
ICBA Bancard and TCM Bank provide community banks access to competitive credit, debit and merchant processing options (as a direct issuer or agent bank) to help them strengthen their customer relationships and bottom lines. Additionally Bancard offers comprehensive card management tools ranging from card issuance to turnkey marketing to best-of-breed operational support, including the exclusive Fraud Loss Protection program.
Competitive credit card portfolio valuation, consultation and purchase options are also available. |
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Map & Directions |
ICBA Mortgage Corporation®
| Address: |
1615 L Street NW, Suite 900 |
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Washington, DC 20036 |
| Phone: |
800-253-5356 |
| Fax: |
719-836-0671 |
| Email: |
elizabeth.deal@icba.org |
| Website: |
www.icbamortgage.com |
| Description: |
Through a secure, state-of-the-art lending platform, ICBA Mortgage Solutions integrates multiple preferred lenders with best in market lending services. Direct to Fannie/Freddie sales and captive private mortgage insurance programs are also available. |
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Map & Directions |
ICBA Securities
| Address: |
775 Ridge Lake Blvd, Ste. 175 |
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Memphis, TN 38120 |
| 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, services and education, including bond trade execution, deposit gathering, bond accounting and safekeeping, transaction analysis, Performance Profiles, and research assistance. Hundreds of community banks manage their A/L via our proprietary Risk Manager product. Through Vining Sparks Interest Rate Products, we offer hedging strategies to offset rate risk exposures. The Community Bank Advisory Group provides M&A assistance and bank valuation services. Also, our Loan Trading group purchases and sells bulk packages of various loan products. |
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Map & Directions |
ICBA Services Network
| Address: |
1615 L St. NW, #900 |
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Washington, DC 20036-5610 |
| Phone: |
202-821-4320 |
| Fax: |
202-659-3606 |
| Email: |
chris.lorence@icba.org |
| Website: |
www.icba.org |
| Description: |
The nation's voice for community banks, exclusively representing the interests of the community banking industry and the communities they serve. |
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Map & Directions |
McGladrey
| Address: |
8040 Excelsior Drive, Ste. 300 |
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Milwaukee, WI 53202 |
| Phone: |
414-298-2800 |
| Email: |
john.behringer@mcgladrey.com |
| Website: |
www.mcgladrey.com |
| Description: |
McGladrey is the fifth largest provider of assurance, tax and consulting services in the U.S. With the experience of working with more than 1,500 financial institutions nationally, we help community banking leaders navigate complex reporting, governance and regulatory issues in times of rapid change. For more information, visit www.mcgladrey.com/FI. |
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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, Cyber Liability, 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: |
jcotter@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: |
1200 North Mayfair Road, Ste 303 |
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Milwaukee, WI 53226 |
| 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 |
CliftonLarsonAllen LLP
| Address: |
8215 Greenway Blvd, Ste. 600 |
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Middleton, WI 53562 |
| Phone: |
608-662-8600 |
| Fax: |
608-662-9142 |
| Email: |
mike.stoetzel@cliftonlarsonallen.com |
| Website: |
www.cliftonlarsonallen.com |
| Description: |
CliftonLarsonAllen is one of the nation's top 10 certified public accounting and consulting firms, providing community banks with highly specialized assurance, tax and advisory sservices to over 1,100 financial institution clients nationally. Serving community banks from 12 offices throughout Wisconsin. |
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Map & Directions |
PULSE
| Address: |
1301 McKinney, Suite 2500 |
| |
Houston, TX 77010 |
| Phone: |
832-214-0181 |
| Fax: |
832-214-0301 |
| Email: |
tomwatson@pulsenetwork.com |
| Website: |
www.pulsenetwork.com |
| Description: |
PULSE, a Discover Financial Services (NYSE: DFS) company, is a leading debit/ATM network, serving approximately 6,100 financial institutions across the United States. This includes more than 4,100 issuers with which PULSE has direct relationships and 2,000 additional issuers through agreements PULSE has with other debit networks. PULSE links cardholders with ATMs and POS terminals at retail locations nationwide. Through its global ATM network, PULSE provides worldwide cash access for Diners Club and Discover cardholders through more than 900,000 ATM locations. The company also is a source of electronic payments research and is committed to providing its participants with education on emerging products, services and trends in the payments industry. For more information, visit www.pulsenetwork.com. |
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Map & Directions |
Shazam
| Address: |
200 Madison Street |
| |
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 |
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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 |
| |
Milwaukee, WI 53214 |
| Phone: |
414-777-5500 |
| Fax: |
414-777-5555 |
| Email: |
kevin.schalk@bakertilly.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 |
Center for Financial Training
| Address: |
121 E. Silver Spring Drive, Ste. 209 |
| |
Whitefish Bay, WI 53217 |
| Phone: |
414-332-6468 |
| Fax: |
414-332-6478 |
| Email: |
sandy@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 |
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Map & Directions |
Chubb Group of Insurance Co.
| Address: |
233 S Wacker Drive, Ste 4700 |
| |
Chicago, IL 60606 |
| Phone: |
312-496-1192 |
| Fax: |
312-454-4401 |
| Email: |
mmacfadyen@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 |
Fiserv, Inc.
| Address: |
255 Fiserv Drive |
| |
Brookfield, WI 53045 |
| Phone: |
262-879-5743 |
| Fax: |
262-879-5522 |
| Email: |
gregg.shnowske@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 more information, visit www.fiserv.com |
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Map & Directions |
Secure Banking Solutions, LLC
| Address: |
810 N. Perry Pkwy |
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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
