2023 STRATEGIC PARTNER DIRECTORY
forvis.com/financial-services ASSURANCE / TAX / ADVISORY FOR unmatched industry insight, VISion matters FORVIS is a trademark of FORVIS, LLP, registration of which is pending with the U.S. Patent and Trademark Office. FORward VISion counts We applaud that the dreams you finance begin with a vision of making a positive impact in the communities you serve. Our vision is helping make yours a reality. Whether you’re looking to stay compliant, manage risk, or grow strategically, our forward-thinking professionals can help you prepare for what’s next. FORVIS—created by the merger of equals between BKD and DHG—has the enhanced capabilities of an expanded national platform and deepened industry intelligence to help your bank better navigate the financial services landscape and capitalize on your vision with interest.
4 PRESIDENT’S MESSAGE Over 138 KBA Strategic Partners offer everything from accounting, correspondent banking, consulting, investment, legal, technology and any number of other bank related products and services. Many of these companies have been associate members for over 25 years and have supported the KBA, our member banks and Kansas banking in general through the good times and the bad. Considering the current state of our industry, we are seeing numerous new companies wanting to get involved with the KBA and bring their specialized areas of expertise to our Kansas banks. In turn, those that have been with us for a long time are continually changing and keeping up with the times, whether it’s updating current products and services or adding new lines of business. Not only do our Partners bring us top-ofthe-line products and services, but they also help by sponsoring KBA conferences, seminars and other events. Without those sponsorship dollars, we would be limited in the scope of what we could bring to you — our member banks. It is a combination of those sponsorships and your attendance that allow us to continue to bring you the very best and most up-todate educational opportunities. This special annual directory is published each year with an issue of The Kansas Banker. Take time to look through this guide, and when you are looking for bank solutions, please reference this directory to find an impressive array of companies that truly care about banking in Kansas and are proud to be Strategic Partners of the Kansas Bankers Association. Sincerely, Doug Wareham, President and CEO Kansas Bankers Association
6 2023 Endorsed Vendors Abrigo 8, 35 All American Associates . . . . . . 8, 29 BankMarketingCenter.com 8, 17 BankTalentHQ . . . . . . . . . . 8, 18 BVS Performance Solutions 9, 18 CalTech | Integris . . . . . . . . . 9, 35 Check Printing Contract Consulting . . .9, 19 Cornerstone Advisors, Inc. . . . . . . 9, 20 CRAPartners. . . . . . . . . . .10,30 IntraFi Network 10, 22 Juniper Payments 11, 37 KeyState Captive Management . . . 11, 29 ODP Business Solutions . . . . . . . 11, 23 OnCourse Learning . . . . . . . . 12, 23 Purple Wave, Inc. . . . . . . . . .12, 24 S&P Global Market Intelligence . . . 12, 24 Shred-it. . . . . . . . . . . . .12,25 StrategyCorps . . . . . . . . . . 13, 26 Strunk.. .. .. .. .. .. . 13,26 Works24. . . . . . . . . . . .13,27 2023 Associate Members Accounting Firms Allen Gibbs & Houlik, LC . . . . . . . 14 Brungardt Hower Ward Elliott andPfeifer,LC . . . . . . . . . . . 14 FORVIS, LLP — Kansas City 14 FORVIS, LLP — Wichita . . . . . . . . 14 MizeCPAs,Inc. . . . . . . . . . . . 14 Moss Adams, LLP 15 Pinion.. .. .. .. .. .. .. .15 Puthoff & Company CPAs PA 15 RSMUS,LLP.. .. .. .. .. .. 16 The Whitlock Company 16 Varney and Associates CPAs, LLC . . . . 16 Banks Cornerstone Bank . . . . . . . . . . 16 FHLBank Topeka 16 TIB — The Independent BankersBank . . . 16 Bank Services Ag Resource Management 17 AgWest Commodities, LLC . . . . . . . 17 Architect One, Inc. 17 Ascensus . . . . . . . . . . . . . 17 BancAlliance. . . . . . . . . . . . 17 BankMarketingCenter.com 17 BankTalentHQ. . . . . . . . . . . 18 BHGFinancial. . . . . . . . . . . 18 Big Iron Auctions 18 BMA Management Support Corporation . 18 BVS Performance Solutions 18 Career1Source. . . . . . . . . . . 19 CBK,Inc... .. .. .. .. .. . 19 Central States Capital Markets, LLC 19 Check Printing Contract Consulting . . . 19 CoNetrix . . . . . . . . . . . . . 19 Cornerstone Advisors, Inc. . . . . . . . 20 CoxBusiness.. .. .. .. .. ..20 Dale Carnegie Training — Kansas Heartland . . . . . . . . . 20 Engagefi.. .. .. .. .. .. . 20 FHSU-Robbins Banking Institute . . . . . 21 FileInvite 21 Financial Management Services, Inc. 21 Haberfeld 22 Harland Clarke 22 HUB | Taylor Advisors . . . . . . . . 22 IntraFi Network 22 Mortgage Investment Services Corporation . . . . . . . . 22 ODP Business Solutions . . . . . . . . 23 OnCourse Learning . . . . . . . . . 23 Performance Trust Capital Partners, LLC 23 Primax 23 Profit Resources, Inc. 24 PurpleWave,Inc. . . . . . . . . . . 24 Renaissance Management and Training Solutions, LLP 24 S&P Global Market Intelligence . . . . . 24 SBS CyberSecurity, LLC . . . . . . . . 24 Security1stTitle . . . . . . . . . . .25 Senne Company, Inc. . . . . . . . . . 25 SHAZAM,Inc.. . . . . . . . . . . 25 Shred-it . . . . . . . . . . . . . . 25 States Resources Corp. . . . . . . . . 25 Strategic Resource Management . . . . 26 TABLE OF CONTENTS ©2023 KBA Strategic Partner Directory | The newsLINK Group, LLC. All rights reserved. KBA Strategic Partner Directory is published one time each year by The newsLINK Group, LLC for the Kansas Bankers Association (KBA) and is the official publication of this association. The information contained in this publication is intended to provide general information for review, consideration and education. The contents do not constitute legal advice and should not be relied on as such. If you need legal advice or assistance, it is strongly recommended that you contact an attorney as to your circumstances. The statements and opinions expressed in this publication are those of the individual authors and do not necessarily represent the views of the KBA, its board of directors, or the publisher. Likewise, the appearance of advertisements within this publication does not constitute an endorsement or recommendation of any product or service advertised. Content may not be reproduced or reprinted without prior written permission. For further information, please contact the publisher at: (855) 747-4003.
7 StrategyCorps . . . . . . . . . . . 26 Strunk.. .. .. .. .. .. .. .26 Swartz + Associates, Inc. . . . . . . . 26 Syndeo Outsourcing, LLC 26 The Fullinwider Firm, LLC . . . . . . . 27 United Capital Management ofKansas,Inc. . . . . . . . . . . .27 Versateq 27 Works24 . . . . . . . . . . . . . 27 Consulting ICI Consulting, Inc. 27 Kaw Valley Capital Advisors, Inc. dba Hybarger & Associates . . . . . 28 OlsenPalmer,LLC . . . . . . . . . . 28 Professional Bank Consultants, LLC . . . 28 Roots & Legacies Consulting, Inc. . . . . 28 Scott Human Resources . . . . . . . . . . . . 28 Insurance Services All American Associates . . . . . . . 29 Central States Health & Life Company of Omaha . . . . . . . . 29 Intact Financial Services 29 KeyState Captive Management . . . . . 29 Lee & Mason Financial Services, Inc. . . . 30 Smart Choice 30 Travelers 30 Investment Services Cooper Malone McClain, Inc. 30 CRAPartners.. .. .. .. .. ..30 FHNFinancial. . . . . . . . . . . 30 First Bankers’ Banc Securities, Inc. . . . . 31 Hillworth Bank Partners . . . . . . . . 31 Kansas Venture Capital, Inc. . . . . . . 31 OFG Financial Services, Inc. . . . . . . 31 SouthState | DuncanWilliams . . . . . 31 The Baker Group 32 Legal Services/Attorneys Armstrong Teasdale, LLP . . . . . . . 32 Fenimore Kay Harrison, LLP 32 GM Law PC 32 Hite Fanning & Honeyman, LLP 32 Husch Blackwell, LLP 33 Law Offices of Morris Laing . . . . . . 33 SpencerFane,LLP . . . . . . . . . . 33 Stinson,LLP. . . . . . . . . . . . .33 WearyDavis.. .. .. .. .. ..34 Woner Reeder & Girard, P.A. . . . . . 34 Real Estate Heartland Title Services, Inc. 34 The Martens Companies dba Martens Appraisal 34 Title Midwest, Inc. . . . . . . . . . . 34 Technology Abrigo 35 BankOnIT 35 Built Technologies . . . . . . . . . . 35 CalTech | Integris . . . . . . . . . . 35 CSI 35 CuratedCyber. . . . . . . . . . . 36 Data Business Equipment, Inc. . . . . . 36 DCI (Data Center, Inc.) . . . . . . . . 36 Fiserv, Inc. 36 IT Central Consulting . . . . . . . . . 36 Jack Henry™ 36 Juniper Payments 37 Kansas Bankers Technologies, LLC 37 NetworksPlus.. .. .. .. .. . 37 Nusource Financial . . . . . . . . . 38 Oxen Technology . . . . . . . . . . 38 PremierOne.. .. .. .. .. ..38 RESULTS Technology . . . . . . . . . 38 Scantron Technology Solutions . . . . . 38 Verge Network Solutions, Inc. . . . . . 38 Trust, Wealth Management & Executive Compensation Advantage Trust Company . . . . . . . 39 Assured Trust Company 39 Banc Consulting Partners . . . . . . . 39 Bank Compensation Consulting . . . . . 39 Beneficient Fiduciary Financial, LLC . . . 39 CNB Custody 40 Country Club Trust Company 40 Executive Benefits Network 40 Great Plains Trust Company . . . . . . 40 Korol Financial Group, LLC . . . . . . . 40 Mainstar Trust 40 Midwest Trust Company . . . . . . . 41 Pentegra Retirement Services 41 Security Trust & Investments 41 The Trust Company . . . . . . . . . 41 The Trust Company of Kansas . . . . . 41 TABLE OF CONTENTS
8 2023 Endorsed Vendors Abrigo 12331-B Riata Pkwy., Bldg. 4, Ste. 200 Austin, TX 78727 Contact: Persis Tuttle Tel: (512) 279-5715 persis.tuttle@abrigo.com abrigo.com Abrigo is a leading technology provider of compliance, credit risk, and leading solutions that community financial institutions use to manage risk and drive growth. Our software automates key processes — from anti-money laundering to fraud detection to lending solutions — empowering our customers by addressing their enterprise risk management needs. All American Associates 2942 S.W. Wanamaker Dr., #150 Topeka, KS 66614 Contact: John Copeland Tel: (785) 228-1702 jcopeland@allamericancorp.com allamericanks.com We provide a supplemental insurance program specializing in cancer/intensive care plans. All American Associates has overseen the KBA-sponsored cancer/intensive care plans since 1972. BankMarketingCenter.com 95 Old Stratton Chase Atlanta, GA 30328 Contact: Neal Reynolds Tel: (678) 528-6688 nreynolds@bankmarketingcenter.com bankmarketingcenter.com BankMarketingCenter.com (BMC) is a web-based marketing portal that empowers banks to produce professionally designed, bank-branded marketing materials in a matter of seconds. BMC puts you in complete control of the ad production process for your bank, saving valuable time and money. BMC has thousands of successful marketing materials including ads, direct mail, statement stuffers, flyers, posters, digital signage and more. The process is easy. On the site, you can select a marketing piece and customize it within seconds. Your bank’s logo and contact info will be automatically inserted into the ad. You can edit the copy, colors, fonts, and select from over nine million stock photos from Getty Images. Finished materials are then sent automatically to your compliance department for approval and then to your publication or printer. BankTalentHQ 3201 W. White Oaks Dr., Ste. 400 Springfield, IL 62704 Contact: Maddison Harner Tel: (217) 789-9340 info@banktalenthq.com banktalenthq.com KBA has partnered with BankTalentHQ to help you find the best employee for the job! BankTalentHQ is the premier talent management site for financial industry careers brought to you by an alliance of state banking associations working together. Whether you are looking for a job with a financial institution, 2023 ENDORSED VENDORS
9 a service provider or regulator, or you are an employer with a position to fill, BankTalentHQ can help you find what you need. BVS Performance Solutions 4060 Glass Rd. N.E. Cedar Rapids, IA 52402 Contact: Roy Karon Tel: (800) 553-5972 rkaron@bvsinc.com bvsinc.com BVS Dynamic Learning is the best in class for staff training. We provide diverse, interactive online training to meet the challenges of a rapidly changing banking environment; up-to-date compliance courses that will have both your examiners and learners applauding; and a user-friendly, comprehensive LMS that makes assigning and customizing a breeze. With the recent addition of SAFE (security training along with simulated phishing) and LearningBites for remediation, you can count on Dynamic Learning for the quality and user-friendliness that will appeal to both trainers and learners. KBA members receive preferred pricing. CalTech | Integris 13421 W. 151st St., Ste. 100 Olathe, KS 66062 Contact: Jonny Hulse Tel: (866) 962-2831 jonny.hulse@caltech.com caltech.com Committed to providing best-in-class service, CalTech | Integris specializes in optimizing technology for financial institutions by designing unique business-aligned IT strategies. With over 30 years of experience in the financial industry, our services are designed to increase your financial institution’s profitability and efficiency while ensuring the security of your business. Check Printing Contract Consulting 499 Locklie Dr. Cleveland, OH 44143 Contact: Jim Schartman Tel: (216) 970-0105 jim.schartman@checkprintingconsulting.org checkprintingconsulting.org Check Printing Contract Consulting (CPCC) negotiates check printing agreements on behalf of banks. Its principal had a 32-year track record as a top sales performer for one of the country’s largest check printers. Since early 2015, more than 230 institutions have chosen Check Printing Contract Consulting to impartially negotiate their next check printing agreements. About 90% of its clients choose to stay with their current vendors. The check vendor funds CPCC’s full consulting fee as a portion of the negotiated savings. A bank with 30,000 checking accounts would typically enjoy five-year total contract savings of $500,000 or more. Reach out today to learn more! Cornerstone Advisors, Inc. 7272 E. Indian School Rd., Ste. 400 Scottsdale, AZ 85251 Contact: Jennifer Wagner Tel: (480) 425-5204 jwagner@crnrstone.com crnrstone.com Cornerstone Advisors’ multidisciplinary team brings deep industry insights from working alongside banks for over two decades. Our unique, client-focused Knowledge Vaults house the extensive data we use for Contract and Vendor Intelligence, Performance Metrics, and Industry Insights and Analysis. Cornerstone is a consulting firm that helps banks reduce expenses and improve efficiency. KBA’s endorsement includes contract negotiation services to reduce expenses, market-priced contracts, and improved contract terms. With Cornerstone as your partner, you’ll get an entirely objective 2023 ENDORSED VENDORS
10 assessment of your vendor contracts and the most competitive pricing and terms available in the market — all delivered by the most qualified team of negotiators. Working with Cornerstone Advisors, you’ll gain the best pricing, service levels, and terms on your vendor contracts — plus more time to focus on future performance and growth. Contract negotiation services provided by Cornerstone include Core Systems, Ancillary Technology (ATM/ITM, Bill Pay, Digital, Item Processing, Loan Deposit Operations, Trust & Wealth Management, Telecom), Mergers, and Debit and Credit Processing. CRA Partners 8700 Trail Lake Dr. W., Ste. 140 Memphis, TN 38125 Contact: David Lenoir Tel: (877) 232-0859 david.lenoir@shcpfoundation.org shcpfoundation.org CRA Partners is a compliance solution you can feel good about. Banks earn guaranteed CRA credit for ensuring safe, secure senior living environments through our turnkey crime prevention program, Senior Crimestoppers. Funded exclusively by the banking industry and endorsed by the ICBA and bankers associations in 43 states, Senior Crimestoppers protects low- to moderateincome senior citizens living in senior housing facilities, HUD communities and state veterans homes from theft, abuse and neglect. IntraFi Network 1300 17th St. N., Ste. 1800 Arlington, VA 22209 Contact: Glenn Martin Phone: (703) 292-3400 gmartin@intrafi.com intrafi.com Promontory Interfinancial Network is now IntraFi Network. Having built the largest bank network of its kind, we’re a trusted ally to community banks that never competes with them for their customers and that helps them to attract and maintain valuable customer relationships, grow reciprocal deposits, manage liquidity and generate fee income, diversify funding, and reduce collateralization. Work with the market leader to grow profitability and increase franchise value. IntraFi Network’s innovative balance-sheet management solution — known as IntraFi Network Deposits (formerly CDARS,® ICS,® and IND® deposit solutions) — empowers Human Resources Employee Benefits Risk Management Payroll Processing Staffing Schedule a free consultation today (316) 630-9107 | sales@syndeohro.com | syndeohro.com FREE YOUR BANK FROM THE HASSLES OF HR. 2023 ENDORSED VENDORS
11 institutions to increase profitability, grow franchise value, manage liquidity more easily, and serve customers better. Juniper Payments 9440 E Boston St., Ste. 150 Wichita, KS 67207 Contact: Tracy Hearson Tel: (316) 239-3405 thearson@juniperpayments.com juniperpayments.com Juniper Payments delivers payment solutions through correspondent and direct relationships with banks. Our modular solutions are utilized by more than 3,500 financial institutions daily to drive payments from origination to delivery both foreign and domestic. From ACH, wires and international solutions to full reporting needs and complex security, Juniper takes care of the technology, so you can focus on your customers’ needs. KeyState Captive Management 101 Convention Center Dr., Ste. 850 Las Vegas, NV 89109 Contact: Travis Holdman Tel: (260) 227-0265 tholdman@key-state.com key-state.com KeyState Captive Management (KeyState) is the country’s largest provider of captive management and investment portfolio services to community banks. KeyState offers banks with over $1 billion in assets the opportunity to form a whollyowned captive insurance company through its Bank Captive Program. A captive insurance company, or a legally licensed, limitedpurpose, property and casualty insurance company, can augment a bank’s commercial policies by covering the existing commercial deductible layers, increasing coverage levels on existing policies (excess layers), and identifying other currently unfunded risks to insure where commercial insurance is not available to the bank. Through a captive, banks can improve their enterprise risk management; better manage unfunded risks; formalize a self-insurance program; realize efficiencies and savings related to insurance expenses and loss mitigation; and take advantage of a small business incentive available under a section of the Tax Code. What makes KeyState’s Bank Captive Program different from its competitors? The primary differentiator is KeyState’s deep knowledge and specific expertise in working with banks and their regulators in evaluating structures and responding to regulator inquiries. KeyState’s team offers a turnkey product and assists the bank every step along the way. ODP Business Solutions 9501 Amberglen Blvd., Ste. 200 Austin, TX 78729 Contact: Kimberly Gilbert Tel: (816) 728-2271 kimberly.gilbert@officedepot.com odpbusiness.com/banksignup Office Depot has a new look and a new name as ODP Business Solutions. ODP Business Solutions is the world’s leading seller of office supplies and an industry leader in every distribution channel — from retail stores and contract delivery to catalogs and e-commerce. As an ODP Business Solutions customer, you have access to ODP’s exclusive Business Services Division website, strategic brand name partnerships, multi-billion dollar buying power, and ease in economizing your operations. Enjoy customer service from ODP that is unmatched in the industry. 2023 ENDORSED VENDORS
12 OnCourse Learning 20225 Water Tower Blvd. Brookfield, WI 53045 Contact: Steffanie Sawyer Tel: (262) 719-8297 ssawyer@oncourselearning.com partners.bankwebinars.com/ kansas-bankers-association OnCourse Learning empowers financial institutions to create compliant workforces through in-depth eLearning experiences by preparing their employees with comprehensive enterprise compliance, risk management and professional development education. Over 10,000 financial institutions and partners have adopted OnCourse Learning solutions to efficiently manage complexity, change and growth. Plus, over the course of our 40+ year history, we have trained over 225,000 individuals with our NMLS-approved licensure and continuing education courses. Why BankWebinars.com? Our live and OnDemand webinars are a convenient and affordable way to learn about important compliance, regulatory and professional development topics. Financial industry experts deliver relevant, timely information while participants can ask questions, download materials and engage with the instructor. OnDemand webinar recordings are available to watch at your convenience. There are over 350 webinars annually to choose from. Purple Wave, Inc. 825 Levee Dr. Manhattan, KS 66502 Contact: Bridget Hoover Tel: (866) 608-9283 bridget.hoover@purplewave.com purplewave.com Purple Wave Auction operates as a full service seller agent to remarket agricultural, construction and transportation assets. We provide a personalized, turn-key solution forright-sizing operational assets for borrowers and bank-owned equipment sales. Purple Wave is an endorsed vendor of the Kansas, Missouri and Oklahoma Bankers Associations. S&P Global Market Intelligence 401 E. Market St. Charlottesville, VA 22902 Contact: Stacy Sheehy Tel: (434) 951-4419 stacy.sheehy@spglobal.com spglobal.com/marketintelligence/en S&P Global Market Intelligence is committed to the success of community banks. We integrate financial and industry data, research and news into tools that help track performance, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. Community banks can gain the intelligence essential to making business and financial decisions with conviction. Visit us at spglobal.com/marketintelligence/en or contact us at (877) 863-1306. S&P Global Market Intelligence is an Endorsed Vendor of the KBA. Shred-it 10000 Lackman Rd. #10030 Lenexa, KS 66219 Contact: Kevin Kroboth Tel: (704) 299-1623 kevin.kroboth@stericycle.com shredit.com/en-us/national-accounts/ state-bankers-association-program Shred-it specializes in providing a tailored document and media destruction service that allows businesses to comply with legislation and ensure that the client, employee and confidential business information is kept secure at all times. Through their strict chainof-custody processes, reliable on-time service and a global network of local service centers, 2023 ENDORSED VENDORS
13 Shred-it provides the most secure and efficient confidential information destruction service in the industry. To set up or inquire about Shred-it services, please fill out the contact form at shredit.com/en-us/national-accounts/ state-bankers-association-program. If you are already a Shred-it customer and would like to access the Association’s discounts, you may request to join this program after your current contract has passed 50% of its term. Simply contact sitretgpochange@stericycle.com with your account information. StrategyCorps 100 Westwood Pl., Ste. 400 Brentwood, TN 37027 Contact: Chris Garrelts Tel: (913) 481-5719 cgarrelts@strategycorps.com strategycorps.com StrategyCorps helps financial institutions grow core deposits, fee income and overall retail checking relationships with innovative and energizing solutions to differentiate their checking products and enhance profitability. Nearly 350 banks and financial institutions employ our analysis tools, white-labeled reward products, and mobile solutions for checking success. Strunk 201 Main St., Ste. 7 Parkville, MO 64152 Contact: Mike Sobba Tel: (816) 225-8793 msobba@strunklp.com strunkaccess.com Strunk has been providing fee income strategies to community banks since 1993. Our Overdraft Privilege program is being used by over 1,800 banks across the country including over 120 banks in Kansas. Strunk’s Value Checking has become a very popular strategy to increase fee income by giving consumers valuable services for a small fee. Strunk’s Risk Management Solution substantially reduces the time to do risk assessments. It is an affordable comprehensive risk management tool that exceeds regulatory requirements. Strunk’s new Quilo program provides an all-digital (smartphone) lending solution to community banks. Your bank can make consumer loans profitably with the Quilo tool. Works24 3508 French Park Dr., Ste. 1 Edmond, OK 73034 Contact: Brian Robinson Tel: (800) 460-4653 x105 brobinson@works24.com works24.com Works24 offers the fastest and easiest communication methods to tell your customers about all the ways you can help them with your bank products and services. This is accomplished with four unique marketing tools: On-Hold Messages/Music for your phone system, Digital Lobby Video, Website Video and Overhead Lobby Music. In partnership with the KBA, we offer a 90-day trial period on any of our services with a 100% money-back guarantee. 2023 ENDORSED VENDORS
14 2023 Associate Members Accounting Firms Allen Gibbs & Houlik, LC 301 N. Main St., Ste. 1700 Wichita, KS 67202 Contact: Mark Schmelzle Tel: (316) 267-7231 mark.schmelzle@aghlc.com aghlc.com Allen, Gibbs & Houlik, a CPA and advisory firm, provides professional services to banks in the Midwest, focusing on adding value and helping our bank clients build and preserve wealth. Services include audit, tax, director’s exams, internal audit and compliance outsourcing, strategic planning, and other consulting and advisory services. Brungardt Hower Ward Elliott and Pfeifer, LC 209 E. 13th St. Hays, KS 67601 Contact: Mark Werth Tel: (785) 628-8238 markw@bhcpa.com bhcpa.com A CPA firm with offices in Hays and Garden City providing professional services to financial institutions in the traditional areas of tax preparation, planning, and directors’ examinations. FORVIS, LLP — Kansas City 1201 Walnut, Ste. 1700 Kansas City, MO 64106 Contact: Brian Mall Tel: (816) 221-6300 bmall@bkd.com forvis.com FORVIS, LLP — Wichita 1551 N. Waterfront Pkwy., Ste. 300 Wichita, KS 67206 Contact: Matt List Tel: (316) 265-2811 mlist@forvis.com forvis.com FORVIS, LLP ranks among the nation’s Top 10 professional services firms. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver unmatched client experiences. FORVIS is built upon the strong legacies of BKD and DHG, which is reflected in a name comprised of partner initials that represent our unique focus on preparing our clients for what is next. With more than 5,400 dedicated professionals who serve clients in all 50 states, as well as across the globe, FORVIS offers comprehensive assurance, tax, advisory and wealth management services. Contact us today to learn more. Mize CPAs, Inc. 534 S. Kansas Ave., Ste. 400 Topeka, KS 66603 Contact: Stacy Higgins Tel: (785) 233-0536 shiggins@mizecpas.com mizecpas.com Mize CPAs, Inc. is a regional CPA firm with offices in Topeka and Overland Park. Our firm was founded in 1956, and we currently have over 200 employees. We offer audits, reviews, accounting services, payroll processing, tax preparation and consulting, business consulting and information technology services. Primarily, our clients include financial institutions, contractors, manufacturers, employee benefit plans, retailers and quick-service restaurant owners/operators. 2023 ASSOCIATE MEMBERS
15 Moss Adams, LLP 7285 W. 132nd St., Ste. 220 Overland Park, KS 66213 Contact: Ryan Stucky Tel: (913) 948-8199 ryan.stucky@mossadams.com mossadams.com/fs With more than 3,800 professionals across 30-plus locations, Moss Adams provides the world’s most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunities. Assurance, tax, and consulting are offered through Moss Adams. We are one of the 15 largest accounting and consulting firms in the United States with over 35 years of experience in the financial services industry. Moss Adams serves more than 400 financial institutions — from de novo banks to credit unions to publicly traded organizations. Additional services we provide include enterprise risk management, regulatory compliance, internal audit services, internet security assessments and merger and acquisition services. Visit mossadams.com/fs for more information on Moss Adams and how we can serve your bank. Pinion 1605 N. Waterfront Pkwy., Ste. 200 Wichita, KS 67206 Contact: Sandy Sporleder Tel: (316) 685-0222 sandy.sporleder@pinionglobal.com pinionglobal.com Pinion is a “Top 100” accounting firm and leader in business consulting for food and agriculture, community banking, manufacturing, and regionally-focused industries. Advisors on our dedicated community banking team possess previous bank experience, which they use to provide expert consulting and compliance for the banking industry. Pinion offers a full complement of services, including audit and tax, strategic planning, mergers and acquisitions, operations and tax management, regulatory compliance, customer service and sales training, profit enhancement services, internet banking assessment, and technology assessment and planning. With roots dating back to 1932, the firm serves domestic and international clientele from locations spanning the United States (with multiple locations in Kansas), and globally through partners and affiliates. Puthoff & Company CPAs PA 225 N. Market St., Ste. 355 Wichita, KS 67202 Contact: Fred Puthoff Tel: (316) 262-5056 fputhoff@pfcpa.net puthoffco.com Puthoff & Company CPA’s, PA is a Wichita, KS, based CPA firm that provides accounting services to businesses including banking, agri-business, construction, medical, leasing, etc. Accounting services include tax return preparation, compilations, review, directors’ examinations, trust and estate planning, etc. More opti ons for your customers, without more risk to your bank. We’re just a call away. Get started today with our teams in Kansas. Ryan Schreibvogel 1(620) 371-4858 RSchreibvogel@armlend.com Wade Simpson (816) 226-4574 WSimpson@armlend.com ARM is an equal opportunity provider. 2023 ASSOCIATE MEMBERS
16 RSM US, LLP 4622 Pennsylvania Ave., Ste. 1100 Kansas City, MO 64112 Contact: Michael Graber Tel: (816) 753-3000 michael.graber@rsmus.com rsmus.com With more than 85 years of experience serving over 1,500 financial institutions across the country, RSM develops solutions to assist financial institutions in today’s challenging economic environment. From accounting and tax to specialized risk management and consulting services, our industry specialists serve banks and savings institutions, trust organizations, credit unions, mortgage companies, and finance and leasing companies. The Whitlock Company 9229 Ward Pkwy. Kansas City, MO 64114 Contact: Tom Beisner Tel: (417) 351-6029 tbeisner@whitlockco.com whitlockco.com The Whitlock Company is an accounting firm that provides full-service accounting and professional services, including general accounting, auditing, tax planning, and filing returns. Varney and Associates CPAs, LLC 1501 Poyntz Ave. Manhattan, KS 66502 Contact: Melissa Larson Tel: (785) 537-1877 mlarson@varney.com varney.com We strive to take care of community banks and bankers so they can take care of their communities. Our team members include Certified Public Accountants, Certified Information Security Managers, Certified Regulatory Compliance Managers, Certified Information System Auditors, Certified Non-Profit Accounting Professionals, Certified Professional Management Advisors and Personal Financial Specialists. This team of professionals specializes in directors’ examinations, compliance, auditing, tax preparation and planning, information technology reviews, internal audits, projections, regulatory reporting and filing, strategic planning facilitation, operations and loan review, mergers and acquisitions and estate and financial planning. Banks Cornerstone Bank 529 N. Lincoln Ave. York, NE 68467 Contact: Marc Haggadone Tel: (402) 363-7411 mhaggadone@cornerstoneconnect.com cornerstoneconnect.com Cornerstone Bank provides data processing services. FHLBank Topeka PO Box 176 Topeka, KS 66601 Contact: Mark Yardley Tel: (785) 233-0507 mark.yardley@fhlbtopeka.com fhlbtopeka.com FHLBank Topeka, a privately-owned, federally-chartered corporation, promotes housing and homeownership by providing wholesale products and services that help member financial institutions expand the availability of mortgage credit, compete more effectively in their markets and foster community growth. The bank has more than $37 billion in assets and serves over 800-member financial institutions in Colorado, Kansas, Nebraska and Oklahoma. TIB — The Independent BankersBank PO Box 560528 Dallas, TX 75356 Contact: Greg Todd Tel: (800) 288-4842 gtodd@tib.bank tib.bank A bankers’ bank offering correspondent products and services to independent community banks. 2023 ASSOCIATE MEMBERS
17 Bank Services Ag Resource Management 5506 Corporate Dr., Ste. 1760 Saint Joseph, MO 64507 Contact: Wade Simpson Tel: (816) 226-4650 wsimpson@armlend.com armlend.com Ag Resource Management (ARM) has been bringing financial and risk management solutions to farmers and agribusinesses since 2009. AgWest Commodities, LLC 7 W. Wea St. Paola, KS 66071 Contact: Josh Morrill Tel: (308) 995-8067 jmorrill@goagwest.com goagwest.com Commodity price risk management and crop marketing service provider for ag producers. Architect One, Inc. 906 S Kansas Ave., Ste. 200 Topeka, KS 66612 Contact: Scott Gales Tel: (785) 271-7010 seg@ao.design ao.design Architect One is a full-service architecture, planning and interior design firm providing complete professional design services. Our dedicated team of architects, designers, and project managers is readily available to bring your project to reality. As a steward to the clients, we act as your main point of contact from conception to completion, anticipating roadblocks or delays and proactively developing solutions that far surpass expectations. While our diversely talented team each brings a multitude of experiences, we all bring the same fundamentally important approach to every project — LISTEN, DESIGN, INSPIRE. Ascensus 415 8th Ave. N.E. Brainerd, MN 56401 Contact: Eric Johnson Tel: (218) 825-5554 eric.johnson@ascensus.com ascensus.com For more than 40 years, Ascensus has delivered comprehensive IRA and HSA administration and education solutions. The firm’s solutions offer capabilities to streamline operations while maintaining regulatory compliance. BancAlliance 4445 Willard Ave., Ste. 1100 Chevy Chase, MD 20815 Contact: Brendan Hart Tel: (301) 232-5423 bhart@alliancepartners.com bancalliance.com BancAlliance provides community banks with efficient access to lending services, available only through membership. Join over 250 community banks by becoming a member of the BancAlliance network, allowing your bank to grow and diversify your portfolios, maintain and/or grow your customer base, participate in engaging and high-quality training, and connect and network with other community banks. BankMarketingCenter.com 95 Old Stratton Chase Atlanta, GA 30328 Contact: Neal Reynolds Tel: (678) 528-6688 nreynolds@bankmarketingcenter.com bankmarketingcenter.com BankMarketingCenter.com (BMC) is a web-based marketing portal that empowers banks to produce professionally designed, bank-branded marketing materials in a matter of seconds. BMC puts you in complete control of the ad production process for your bank, saving valuable time and money. BMC has thousands of successful marketing materials including ads, direct mail, statement stuffers, 2023 ASSOCIATE MEMBERS
18 flyers, posters, digital signage and more. The process is easy. On the site, you can select a marketing piece and customize it within seconds. Your bank’s logo and contact info will be automatically inserted into the ad. You can edit the copy, colors, fonts, and select from over nine million stock photos from Getty Images. Finished materials are then sent automatically to your compliance department for approval and then to your publication or printer. BankTalentHQ 3201 W. White Oaks Dr., Ste. 400 Springfield, IL 62704 Contact: Maddison Harner Tel: (217) 789-9340 info@banktalenthq.com banktalenthq.com KBA has partnered with BankTalentHQ to help you find the best employee for the job! BankTalentHQ is the premier talent management site for financial industry careers, brought to you by an alliance of state banking associations working together. Whether you are looking for a job with a financial institution, a service provider or regulator, or you are an employer with a position to fill, BankTalentHQ can help you find what you need. BHG Financial 201 Solar St. Syracuse, NY 13204 Contact: Thomas Badolato Tel: (315) 372-4510 thomas@bhg-inc.com bhgbank.network/KSBA Since 2001, BHG Financial has originated more than $13 billion in loan solutions for topquality borrowers, which community banks can purchase via the BHG Loan Hub. To date, over 1,500 bank partners have trusted in this program as a proven source of interest income and diversification for their bank. Big Iron Auctions 213 Beaver St. Saint Edward, NE 68660 Contact: Kurt Campbell Tel: (402) 678-2411 kurt.campbell@bigiron.com bigiron.com BigIron Auctions is your full-service auction company conducting online auctions weekly, proudly serving rural America offering agriculture, transportation and construction equipment. With over 35 years in the auction and real estate business, BigIron has served tens of thousands of sellers and several hundred thousand bidders. BMA Management Support Corporation 2151 S. 3600 W. Salt Lake City, UT 84119 Contact: Kevin Stevenson Tel: (801) 887-0122 kevin.stevenson@bmabankingsystems.com bmabankingsystems.com BMA Management Support Corporation was founded in 1955. Provides core software, general ledger systems, IT as a service, fixed assets, etc. BVS Performance Solutions 4060 Glass Rd. N.E. Cedar Rapids, IA 52402 Contact: Roy Karon Tel: (800) 553-5972 rkaron@bvsinc.com bvsinc.com BVS Dynamic Learning is the best in class for staff training. We provide diverse, interactive online training to meet the challenges of a rapidly changing banking environment; up-to-date compliance courses that will have both your examiners and learners applauding; and a user-friendly, comprehensive LMS that makes assigning and customizing a breeze. With the recent addition of SAFE (security training along with simulated phishing) and LearningBites for remediation, you can count on Dynamic Learning for the quality and 2023 ASSOCIATE MEMBERS
19 user-friendliness that will appeal to both trainers and learners. KBA members receive preferred pricing. Career 1 Source 601 E. Lincoln Blvd. Hesston, KS 67062 Contact: Scott Wedel Tel: (620) 327-4495 scottwedel@career1source.com career1source.com Career 1 Source is committed to recruiting for financial institutions across Kansas. We are former bankers that are here to help you with your recruiting needs. Please contact us today. CBK, Inc. 3615 S.W. 29th St. Topeka, KS 66614 Contact: Kendall McVay Tel: (785) 228-6663 kmcvay@mcvaylaw.net cbofks.com CBK, Inc. provides collection services to all sectors of the economy, including government agencies and municipalities, banks, grocery stores, private businesses, and sole proprietors. Types of debts vary from past-due utility bills and unpaid court fines to bad loans and charge-off accounts. No amount is too big or too small. We strive to achieve maximum recoveries for all our clients while stringently observing all applicable regulations, laws and ethical standards. With over 30 years of experience in the collection arena, CBK, Inc. takes pride in exceeding your expectations. Central States Capital Markets, LLC 4200 W. 83rd St., Ste. 101 Prairie Village, KS 66208 Contact: Dan Stepp Tel: (913) 766-6565 dstepp@centralstatescapital.com centralstatescapital.com Central States Capital Markets (CSCM) is an investment, management and consulting firm comprised of individuals with an average level of experience of over 30 years. The investment group offers portfolio analysis and consulting; corporate cash management; in-house fixed-income trading and a wide array of fixed-income and equity products. As one of the largest municipal underwriters of Kansas debt in the region, CSCM also offers primary municipal issuances and financial advisory services to local communities. Check Printing Contract Consulting 499 Locklie Dr. Cleveland, OH 44143 Contact: Jim Schartman Tel: (216) 970-0105 jim.schartman@checkprintingconsulting.org checkprintingconsulting.org Check Printing Contract Consulting (CPCC) negotiates check printing agreements on behalf of banks. Its principal had a 32-year track record as a top sales performer for one of the country’s largest check printers. Since early 2015, more than 230 institutions have chosen Check Printing Contract Consulting to impartially negotiate their next check printing agreements. About 90% of its clients choose to stay with their current vendors. The check vendor funds CPCC’s full consulting fee as a portion of the negotiated savings. A bank with 30,000 checking accounts would typically enjoy five-year total contract savings of $500,000 or more. Reach out today to find out more about our services. CoNetrix 5225 S. Loop 289, Ste. 207 Lubbock, TX 79424 Contact: Travis Boyd Tel: (806) 687-8600 tboyd@conetrix.com conetrix.com CoNetrix specializes in providing full-service IT networking, security, and compliance services to community financial institutions. Our goal is to help you maintain your institution’s high-security standards. CoNetrix offerings include IT/GLBA Audits & Network Assessments; Penetration Testing; Boost Consulting; Managed Network and Security Services; Network Threat Protection; Aspire Private Cloud Hosting with options for disaster recovery, hosted 2023 ASSOCIATE MEMBERS
20 exchange, hosted network, and secure file sharing; and Tandem software, an innovative suite of online security and compliance management tools for Risk Assessment, Business Continuity Planning, Vendor Management, Information Security Policies, Incident Management, Internet Banking Security Program, Identity Theft Prevention Program, Compliance Management, Audit Management, Cybersecurity, Phishing and more! To see why over 1,400 customers put their trust in CoNetrix for information security, please visit CoNetrix.com or contact us at (800) 356-6568 and ask for Travis. Cornerstone Advisors, Inc. 7272 E. Indian School Rd., Ste. 400 Scottsdale, AZ 85251 Contact: Jennifer Wagner Tel: (480) 425-5204 jwagner@crnrstone.com crnrstone.com Cornerstone Advisors’ multidisciplinary team brings deep industry insight from working alongside banks for over two decades. Our unique, client-focused Knowledge Vaults house the extensive data we use for Contract and Vendor Intelligence, Performance Metrics, and Industry Insights and Analysis. Cornerstone is a consulting firm that helps banks reduce expenses and improve efficiency. KBA’s endorsement includes contract negotiation services to reduce expenses, market-priced contracts, and improved contract terms. With Cornerstone as your partner, you’ll get an entirely objective assessment of your vendor contracts and the most competitive pricing and terms available in the market — all delivered by the most qualified team of negotiators. Working with Cornerstone Advisors, you’ll gain the best pricing, service levels, and terms on your vendor contracts — plus more time to focus on future performance and growth. Contract negotiation services provided by Cornerstone include Core Systems, Ancillary Technology (ATM/ITM, Bill Pay, Digital, Item Processing, Loan Deposit Operations, Trust & Wealth Management, Telecom), Mergers, and Debit and Credit Processing. Cox Business 901 S. George Washington Blvd. Wichita, KS 67201 Contact: Danielle Janzing Tel: (316) 260-2466 danielle.janzing@cox.com Cox Business offers a complete portfolio of cloud services designed to make the management of IT infrastructure simple for any business size, allowing them to focus on their long-term strategic goals. We also offer robust business voice, data, video, and security services to help move your business into the future. Dale Carnegie Training — Kansas Heartland 200 Southwind Pl., Ste. 204 Manhattan, KS 66503 Contact: Gordon Hibbard Tel: (316) 712-9478 gordon.hibbard@dalecarnegie.com dalecarnegie.com/en/locations/ kansas-heartland We offer professional development training programs for Kansas businesses and organizations, serving Wichita, Topeka, Lawrence, Manhattan, Salina and Western Kansas. Engage fi 5550 W. Executive Dr., Ste. 540 Tampa, FL 33609 Contact: Jake Fowler Tel: (615) 516-4027 jake.fowler@engagefi.com engagefi.com With over 450 years of industry experience, the team at Engage fi is a blend of consultants, educators, matchmakers, integrators and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has completed over 525 strategic projects for financial institutions and negotiated over $2.2 billion in savings and 2023 ASSOCIATE MEMBERS
21 incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let’s Engage! FHSU-Robbins Banking Institute 600 Park St. Hays, KS 67601 Contact: Tommy Powell Tel: (785) 215-4794 tpowell@ksbankers.com fhsu.edu/efa/robbins-banking-institute The Robbins Banking Institute is part of FHSU’s Department of Economics, Finance, and Accounting within the W.R. and Yvonne Robbins College of Business and Entrepreneurship. Its purpose is to prepare students for banking industry careers to help alleviate the shortage of banking professionals in Kansas. FileInvite 1644 Platte St., Ste. 318 Denver, CO 80202 Contact: Jeff Handley Tel: (303) 548-7667 j.handley@fileinvite.com fileinvite.com FileInvite automates the collection of files, documents and data in an easy-to-use platform. You can create an invite for your clients for any information you need, including fillable forms and e-signatures. The client will have their own secure portal to share the documents with you. With auto-reminders built in, it’s simple, secure, and easy to use. Financial Management Services, Inc. 11235 Mastin St., Ste. 203 Overland Park, KS 66210 Contact: Cory Poncelet Tel: (785) 733-2662 cponcelet@fmsiconsulting.com fmsiconsulting.com FMSI is a State of Kansas registered investment advisor working as a fiduciary for community banks. As a fiduciary, we provide unbiased investment and ALM strategies to enhance our client’s bottom line, while providing management/board the ability to identify, measure, and control interest rate and liquidity risks. Mortgage Investment Services Corporation 22316 Midland Drive • Shawnee, KS • 66226 • 913-390-1010 NMLS# 194708 • A Kansas licensed mortgage company #MC 0001182 Missouri Residential Mortgage Loan Broker Licence # 10-1912 Oklahome Mortgage Broker #MB001953 Colorado License #100044344 Nebraska Licensed Mortgage Company NMLS#194708 20+ Years! Depend On Us! For 20 years, community banks in the Midwest have depended on MISC’s expert mortgage services for their customers. • Free Loan Officer Training & Webinars • Offer all secondary market loan programs: VA, FHA, USDA/RD, Conventional & Jumbo • Earn more fee income with less risk Call or email today. Let’s discuss how MISC can help you! Joan Emas, Account Executive Andrew Holtgraves, Vice President Cell: 816-810-8878 Cell: 913-558-2555 Email: Joan@MISCHomeLoans.com Email: Andrew@MISCHomeLoans.com NMLS: #276932 Associate Member 2023 ASSOCIATE MEMBERS
22 Haberfeld 206 S. 13th St., Ste. 1500 Lincoln, NE 68508 Contact: Preston Afrank Tel: (402) 323-3612 pafrank@haberfeld.com haberfeld.com Haberfeld works with banks in Kansas and nationwide to significantly grow primary banking relationships, resulting in additional low-cost deposits, recurring noninterest income, and loan volume. Partners add two times more checking openings through a complete strategy that aligns frontline execution with data-driven marketing. Clients gain more ROA/ROE compared to peers, have lower cost of funds, and better manage margin compression. Harland Clarke 15955 La Cantera Pkwy. San Antonio, TX 78256 Contact: Christine Ahlgren Tel: (678) 500-5330 christine.ahlgren@harlandclarke.com harlandclarke.com Harland Clarke is a leading provider of direct marketing services, delivery and anti-fraud products, contact center services, and payment solution services to financial institutions. HUB | Taylor Advisors 700 N. Hurstbourne Pkwy., Ste. 110 Louisville, KY 40222 Contact: Brett Walburn Tel: (502) 814-5601 brett.walburn@hubinternational.com tayloradvisor.com HUB | Taylor Advisors is a balance sheet management-consulting firm and an SECregistered investment advisor servicing financial institutions. They are not a brokerage firm, but a team of investment analysts and balance sheet consultants to bank executives. They work with senior officers, ALCO members, and board members to provide advice, strategies, and education in the areas of investment, liquidity, asset/liability, and risk management. IntraFi Network 1300 17th St. N., Ste. 1800 Arlington, VA 22209 Contact: Glenn Martin Phone: (703) 292-3400 gmartin@intrafi.com intrafi.com Promontory Interfinancial Network is now IntraFi Network. Having built the largest bank network of its kind, we’re a trusted ally to community banks that never competes with banks for their customers and that helps them to attract and maintain valuable customer relationships, grow reciprocal deposits, manage liquidity and generate fee income, diversify funding, and reduce collateralization. Work with the market leader to grow profitability and increase franchise value. IntraFi Network’s innovative balance-sheet management solution — known as IntraFi Network Deposits (formerly CDARS,® ICS,® and IND® deposit solutions) — empowers institutions to increase profitability, grow franchise value, manage liquidity more easily, and serve customers better. Contact us today to learn more. Mortgage Investment Services Corporation 22316 Midland Dr. Shawnee, KS 66226 Contact: Andrew Holtgraves Tel: (913) 390-1010 andrew@mischomeloans.com mischomeloans.com Mortgage Investment Services (MISC) has partnered with over 150 Kansas banks since 2000 to provide home loans to their communities. Using MISC to process, underwrite, close and fund all types of home loans, including FHA, VA and USDA/GRH, banks need not have an entire staff dedicated to mortgage lending to serve their customers. Bankers are able to earn fee income, and function and compete effectively with MISC’s assistance, training and ongoing support. 2023 ASSOCIATE MEMBERS
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