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Vendor Solutions
Click on a category below to see all vendors for a particular product or service.
Securities & Risk Management
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 |
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, 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. |
Community Bankers Financial Services |
| Address: |
2600 Eagan Woods Drive, Ste 200 |
 |
| |
Eagan, MN 55121 |
| Contact: |
Kevin Christians |
| 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. |
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. |
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. |
Diebold Incorporated |
| Address: |
3235 Intertech Drive, Ste 100 |
|
| |
Brookfield, WI 53045 |
| Contact: |
Jeff Simon |
| Phone: |
262-402-8179 |
| Email: |
jeffrey.simon@diebold.com |
| Website: |
www.diebold.com |
| Description: |
Diebold offers a comprehensive line of self-service, security, and service solutions. With our successful line of Opteva® ATMs, advanced teller-automation technology and remote-teller systems, our solutions are changing the way the world accesses cash and the way financial institutions interact with customers. |
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. |
Federal Reserve Bank of Minneapolis |
| Address: |
90 Hennepin Avenue |
|
| |
Minneapolis, MN 55401 |
| Contact: |
Jacqueline King |
| Phone: |
612-204-5740 |
| Fax: |
612-629-4127 |
| Email: |
jacqueline.king@mpls.frb.org |
| Website: |
www.minneapolisfed.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. |
Harland Financial Solutions |
| Address: |
605 Crescent Executive Court, Suite 600 |
|
| |
Lake Mary, FL 32746 |
| Contact: |
Stacey Leone |
| Phone: |
407-804-6653 |
| Fax: |
407-829-6715 |
| Email: |
stacey.leone@harlandfs.com |
| Website: |
www.harlandfinancialsolutions.com |
| Description: |
Harland Financial Solutions supplies software and services to thousands of financial institutions of all sizes. The company is a leader in core systems, business intelligence, branch automation, payments, enterprise content management, lending and compliance, loan servicing, risk management, financial accounting, mortgage and self-service solutions. |
Locknet-A Div. of EO Johnson Office Tec |
| Address: |
3310 S Coulee Kinney Rd |
|
| |
Onalaska, WI 54650 |
| Contact: |
Peter Kujawa |
| Phone: |
608-785-7100 |
| Fax: |
608-785-7180 |
| Email: |
pkujawa@locknet-inc.com |
| Website: |
www.locknet-inc.com |
| Description: |
Locknet is an FFIEC examined technology provider and one of the North America's Top 200 MSPs, according to MSP Mentors Top 200 North America Edition. Locknet offers managed firewall, cloud backup, network management/security and network installation support. Locknet serves hundreds of clients in the Midwest and houses their state-of-the-art support center in LaCrosse, WI, providing full-service 24X7 support. |
