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Vendor Solutions
Click on a category below to see all vendors for a particular product or service.
Consulting Services
Wipfli LLP |
| Address: |
10000 Innovation Drive, Suite 250 |
 |
| |
Milwaukee, WI 53226 |
| Contact: |
Jo Ann Cotter |
| 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 |
CliftonLarsonAllen LLP |
| Address: |
8215 Greenway Blvd, Ste. 600 |
 |
| |
Middleton, WI 53562 |
| Contact: |
Mike Stoetzel |
| 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. |
Young & Associates, Inc. |
| Address: |
121 E. Main Street, PO Box 711 |
 |
| |
Kent, OH 44240 |
| Contact: |
Jim Kleinfelter |
| 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. |
Baker Tilly |
| Address: |
115 South 84th Street, Ste. 400 |
 |
| |
Milwaukee, WI 53214 |
| Contact: |
Kevin Schalk |
| 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 |
Secure Banking Solutions, LLC |
| Address: |
810 N. Perry Pkwy |
 |
| |
Oregon, WI 53575 |
| Contact: |
Alan Novy |
| 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 |
BOSC, Inc. |
| Address: |
1200 North Mayfair Road, Ste 303 |
 |
| |
Milwaukee, WI 53226 |
| Contact: |
Josh Hunt |
| 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 $24 billion bank holding company. Our team of experienced bankers located in Milwaukee has served Wisconsin community banks for over 20 years. We help banks identify interest rate, liquidity, earnings and capital risks while developing customized strategies to enhance earnings and mitigate these risks. Our core services include asset/liability modeling and consulting, investment trading and consulting, and wholesale funding solutions. |
Axley Brynelson, LLP |
| Address: |
2 E Mifflin Street, Ste 200 |
|
| |
Madison, WI 53703 |
| Contact: |
Kevin Trost |
| Phone: |
800-368-5661 |
| Fax: |
608-257-5444 |
| Email: |
ktrost@axley.com |
| Website: |
www.axley.com |
| Description: |
Axley Brynelson assists community banks with lending and leasing transactions, real estate, non-performing business and residential loans, workouts, foreclosures, collateral recovery, collections, compliance, receiverships, bankruptcies, lawsuit defense and employment matters. |
B$ Recruiters |
| Address: |
155 E. Capitol Drive, Suite #5 |
|
| |
Hartland, WI 53029 |
| Contact: |
Del Garcia |
| Phone: |
262-369-8109 |
| Fax: |
262-369-8028 |
| Email: |
del9730@aol.com |
| Website: |
www.bsrecruiters.com |
| Description: |
B$ Recruiters prides itself on providing exceptional customer service to both candidates and clients. We place top banking personnel in Community Banks throughout Wisconsin, where candidates tend to be multi-disciplinary. |
Badger Compliance Consulting |
| Address: |
P.O. Box 460 |
|
| |
Cambridge, WI 53523 |
| Contact: |
Charles Geimer |
| Phone: |
608-492-2209 |
| Fax: |
608-423-2209 |
| Email: |
mail@badgercomplianceconsulting.com |
| Website: |
www.badgercomplianceconsulting.com |
| Description: |
Badger Compliance Consulting provides Loan and Deposit Reviews, Risk Assessments, BSA and ACH Audits, Training and Compliance Officer Support. "Where Compliance makes $ense" isn't a motto, it's our promise. |
Bank Compensation Consulting, Inc. |
| Address: |
1255 W. 15th Street, Suite 830 |
|
| |
Plano, TX 75075 |
| Contact: |
Kathy Orr Smith |
| Phone: |
972-781-2020 |
| Fax: |
972-398-3009 |
| Email: |
kathy.smith@bcc-usa.com |
| Description: |
Delivers expertise in Executive/Director Benefit Plans, Compensation Consulting, Bank-Owned Life Insurance (BOLI) and provides quality "Raving Fan" service. |
Benning Group, LLC |
| Address: |
1809 10th Street |
|
| |
Monroe, WI 53566 |
| Contact: |
Don Benning |
| Phone: |
608-325-5035 |
| Fax: |
608-328-2843 |
| Email: |
dbenning@benninggroup.com |
| Website: |
www.benninggroup.com |
| Description: |
Audits, Tax Services, Directors Exams, BSA Exams, Internal Audit Functions |
BMO Capital Markets |
| Address: |
111 E. Kilbourn, Suite 200 |
|
| |
Milwaukee, WI 53202 |
| Contact: |
Jason Mork |
| Phone: |
414-212-4212 |
| Fax: |
414-212-4200 |
| Email: |
jason.mork@bmo.com |
| Website: |
www.bmocm.com |
| Description: |
BMO Capital Markets is a leading, full-service North American financial services provider, with 2,200 employees operating in 17 North American offices and 30 worldwide, offering corporate, institutional and government clients access to a complete range of investment and corporate banking products and services. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US $532 billion total assets and more than 46,500 employees as of April 30, 2012. |
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, including encrypted offsite data backup, network design and implementation services, managed network monitoring and data security services, and a robustly staffed Helpdesk for remote support. |
Experis (formerly Jefferson Wells) |
| Address: |
330 E. Kilbourn Avenue, Ste 1075 |
|
| |
Milwaukee, WI 53202 |
| Contact: |
Connie McDonald |
| Phone: |
414-347-2345 |
| Fax: |
414-347-1206 |
| Email: |
connie.mcdonald@experis.com |
| Website: |
www.experis.com |
| Description: |
Experis(tm) Finance (formerly Jefferson Wells) delivers innovative workforce solutions that help companies create competitive advantage. We custom tailor our solutions to fit our clients' needs - from professional resourcing to project solutions in the areas of risk advisory, tax and finance & accounting. We serve clients, including Fortune 500 and Global 1000 companies, from offices worldwide. |
Financial Marketing Corporation |
| Address: |
P.O. Box 529 |
|
| |
Palmyra, WI 53156-0529 |
| Contact: |
Terry Burrington |
| Phone: |
608-732-0382 |
| Email: |
terryburrington@charter.net |
| Website: |
www.terryburrington.com |
| Description: |
Marketing, Advertising and Public Relations Consultant |
Great-West Retirement Services |
| Address: |
W330S3885 Honeysuckle Dr |
|
| |
Dousman, WI 53118 |
| Contact: |
Matt Rielley |
| Phone: |
262-392-4223 |
| Fax: |
303-737-3030 |
| Email: |
matt.rielley@gwrs.com |
| Website: |
www.greatwest.com |
| Description: |
Retirement Plan Administrator/Recordkeeper |
La Macchia Group, LLC |
| 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 comprehensive consulting and design-build firm creating financial institutions that are brand-centered facilities, providing repeatable market capture strategies with documented results. |
M3 Insurance |
| Address: |
3113 W. Beltline Hwy |
|
| |
Madison, WI 53713 |
| Contact: |
Amy Olson |
| Phone: |
608-288-2739 |
| Fax: |
608-273-1725 |
| Email: |
amy.olson@m3ins.com |
| Website: |
www.m3ins.com |
| Description: |
Founded in 1968, M3 Insurance is Wisconsin’s largest privately held commercial insurance agency, providing employee benefits, property & casualty, executive benefits, employer-sponsored retirement plans and personal lines. |
MRA-The Management Association |
| Address: |
N19 W24400 Riverwood Drive |
|
| |
Waukesha, WI 53188 |
| Contact: |
Kristine Hillmer |
| Phone: |
262-696-3490 |
| Fax: |
262-696-3491 |
| 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 |
Network Solutions of Wisconsin, Inc. |
| Address: |
5801 Packer Drive |
|
| |
Wausau, WI 54401 |
| Contact: |
Kurt Robertson |
| Phone: |
715-849-4900 |
| Fax: |
715-812-0104 |
| Email: |
kurtr@nsinetwork.com |
| Website: |
www.nsinetwork.com |
| Description: |
We are a technology consulting firm. Since 1993, Network Solutions has provided high-end technology solutions to over 80% of all financial institutions in the State of Wisconsin. Our mission is to provide first-class IT assistance and a level customer service second to none. We take a business approach to technology. We let you do the banking. We take care of your technology. |
Sara Investment Real Estate LLC |
| Address: |
6264 Nesbitt Rd, Ste 500 |
|
| |
Madison, WI 53719 |
| Contact: |
Justin Reddeman |
| Phone: |
608-852-8777 |
| Fax: |
608-237-7695 |
| Email: |
jreddeman@sarainvest.com |
| Website: |
www.sarainvest.com |
| Description: |
Sara Investment Real Estate has successfully cultivated a diverse portfolio of over 60 retail, office, industrial and mixed-use properties throughout the state of Wisconsin. |
The Redmond Company |
| Address: |
W228 N745 Westmound Dr. |
|
| |
Waukesha, WI 53186 |
| Contact: |
Martin Steinert |
| Phone: |
262-549-9600 |
| Fax: |
262-549-1314 |
| Email: |
msteinert@theredmondco.com |
| Website: |
www.theredmondco.com |
| Description: |
Plan/Design/Build Specialists. Our extensive development experience and completion of 600+ financial projects throughout the Midwest, ensures the best decisions are made to maximize your ROI and grow your business. From customized demographic studies to tailored designed retail branded facilities, let our experienced professionals lead you through the process. |
