Membership Levels

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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 Wipfli LLP
  Milwaukee, WI 53226
Contact: Jo Ann Cotter
Phone: 800-486-3454
Description: Wipfliís 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 CliftonLarsonAllen LLP
  Middleton, WI 53562
Contact: Mike Stoetzel
Phone: 608-662-8600
Fax: 608-662-9142
Description: CliftonLarsonAllen is one of the nation's top 10 certified public accounting and consulting firms, providing highly specialized assurance, tax and advisory services 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 Young & Associates, Inc.
  Kent, OH 44240
Contact: Jim Kleinfelter
Phone: 330-678-0524
Fax: 330-678-6219
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: 777 East Wisconsin Avenue, 32nd Floor Baker Tilly
  Milwaukee, WI 53202
Contact: Kevin Schalk
Phone: 414-777-5428
Fax: 414-777-5555
Description: Audit, Tax, Valuations, Loan Review, and Consulting Firm - Bronze Level Conference Sponsor - Bronze Corporate Member

Spectrum Investment Advisors

Address: 6329 West Mequon Road Spectrum Investment Advisors
  Mequon, WI 53092
Contact: Jon Marshall
Phone: 800-242-4735
Fax: 262-512-2704
Description: Registered Investment Adviser - Platinum Conference Sponsor - Bronze Corporate Member

Secure Banking Solutions, LLC

Address: 810 N. Perry Pkwy Secure Banking Solutions, LLC
  Oregon, WI 53575
Contact: Alan Novy
Phone: 608-807-9817
Fax: 605-427-8029
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 BOSC, Inc.
  Milwaukee, WI 53226
Contact: Josh Hunt
Phone: 866-440-6515
Fax: 262-509-6939
Description: BOSC, Inc. is a subsidiary of BOK Financial Corporation, a highly capitalized $27 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.

American Deposit Management, LLC

Address: 505 Wells Street, Ste 200
  Delafield, WI 53018
Contact: Brant Chappell
Phone: 414-961-6601
Fax: 414-961-6671
Description: The American Deposit Management Company is a consulting, treasury management and financial services organization. We provide solutions to companies and financial institutions addressing their cash management obligations. The approach we utilize allows for a more consultative approach giving our clients a fuller relationship with direct access to decision makers. We offer insightful and meaningful solutions that are combined with each clients specific goals and requirements. The American Deposit Management Company offers best in class treasury management services across the United States.

Axley Brynelson, LLP

Address: 2 E Mifflin Street, Ste 200
  Madison, WI 53703
Contact: Kevin Trost
Phone: 800-368-5661
Fax: 608-257-5444
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
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.

Benning Group, LLC

Address: 1809 10th Street
  Monroe, WI 53566
Contact: Don Benning
Phone: 608-325-5035
Fax: 608-328-2843
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
Description: BMO Capital Markets is a leading, full-service North American financial services provider, with 2,200 employees operating in 16 North American offices and 29 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 $551 billion total assets and more than 46,500 employees as of April 30, 2013.

Coulee Region Solutions

Address: 1717 Saint James Street
  La Crosse, WI 54603
Contact: Hugh Steffens
Phone: 608-779-9400
Fax: 608-779-9401
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.

Edelman & Co., LTD.

Address: 333 W. Brown Deer Road
  Milwaukee, WI 53217
Contact: Robert Edelman
Phone: 414-228-9314
Description: Milwaukee-based Edelman & Co. advises buyers and sellers in branch sales and whole bank mergers & acquisitions. Principal Robert Edelman is a high-level investment banker with 27 years deal experience Milwaukee-based Edelman & Co. advises buyers and sellers in branch and whole bank mergers & acquisitions. Principal Robert Edelman is a high-level investment banker with 27 years of deal experience.

Experis Finance

Address: 725 Heartland Trail, Suite 207
  Madison, WI 53717
Contact: Marta Kuester
Phone: 608-828-2733
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: 422 North Second Street, P.O. Box 529
  Palmyra, WI 53156-0529
Contact: Terry Burrington
Phone: 608-732-0382
Description: Marketing, Advertising and Public Relations Consultant

Golden Rule Coins

Address: P. O. Box 642
  Geneva, IL 60134
Contact: Ron Beckstrom
Phone: 630-675-5161
Fax: 630-845-8149
Description: Golden Rule Coins helps banks to build goodwill with customers and prospects by holding free coin appraisal days at your bank. Events are free to the bank and to all who come.

La Macchia Group, LLC

Address: 157 N. Milwaukee Street
  Milwaukee, WI 53202
Contact: Dave Throndson
Phone: 414-223-4400
Fax: 414-223-4488
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
Description: Founded in 1968, M3 Insurance is Wisconsinís 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
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

Sara Investment Real Estate LLC

Address: 6264 Nesbitt Rd.
  Madison, WI 53719
Contact: Justin Reddeman
Phone: 608-852-8777
Fax: 608-237-7695
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
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.