2024 STRATEGIC PARTNER DIRECTORY AD ASTRA PER ASPERA
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Products, Services & Capabillities Compensation Consulting Executive & Director Benefit Plans Succession Planning Benefit Expense Offset/BOLI Long-Term Care & Disability Income Planning Administrative Services Cody Bratten Regional Manager Cody.Bratten@bcc-usa.com 307-763-3245 Richard Bratten CFA, FSA Regional Managing Director Rich.Bratten@bcc-usa.com 307-763-0070 KBA Beats the Fed! The results of the inaugural “Broadmoor Invitational KBA vs. Fed Dot Plot” are in and the data below shows a clear winner. KBA 1 Fed 0
5 PRESIDENT’S MESSAGE 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 KBA associate members for over 25 years and have supported this association, our member banks, and Kansas banking in general through the very best and most challenging of times. I’m very pleased that we continue to see numerous new companies stepping forward to engage with the KBA and bring their specialized areas of expertise to our Kansas banks. In turn, those associate members, who have been with us for a long time, are continually changing and evolving their products and services to meet the needs of KBA member banks. In addition to providing top-of-the-line products and services, KBA Strategic Partners support the KBA by sponsoring conferences, seminars and other events. Without those sponsorship dollars, we would be limited in the scope of what we are able to offer you — our member banks. It is a combination of those sponsorships and your attendance that allows us to bring you the very best and most up-to-date educational opportunities. This special annual directory is published each year with an issue of The Kansas Banker. I encourage you to take time to look through this guide, and when you are looking for bank solutions and services, please reference this directory to find an impressive array of companies that are proud to be Strategic Partners of the Kansas Bankers Association. Doug Wareham, President and CEO Kansas Bankers Association
6 2024 Endorsed Vendors Abrigo 8, 32 All American Associates . . . . . 8, 27 BankMarketingCenter.com . . . . 8, 17 BankTalentHQ . . . . . . . . . 8, 18 BVS Performance Solutions . . . . 9, 18 Check Printing Contract Consulting . . 9, 19 Cornerstone Advisors Inc. . . . . . 9, 19 Integris 10, 33 IntraFi Network . . . . . . . . 10, 20 Juniper Payments . . . . . . . . 10, 34 KeyState Captive Management . . 10, 27 ODP Business Solutions . . . . . 11, 21 OnCourse Learning 11, 22 Purple Wave Inc. . . . . . . . . 12, 22 S&P Global Market Intelligence 12, 23 Shred-it. . . . . . . . . . . 12,24 StrategyCorps 12, 25 Strunk.. .. .. .. .. ..13,25 Works24 13, 26 2024 Associate Members Accounting Firms Allen, Gibbs & Houlik LC . . . . . . 14 Brungardt Hower Ward Elliott and PfeiferLC.. .. .. .. .. . 14 Forvis Mazars KC 14 Forvis Mazars Wichita . . . . . . . 14 MizeCPAsInc. . . . . . . . . . . 14 MossAdamsLLP . . . . . . . . . 15 Pinion . . . . . . . . . . . . . 15 RSMUSLLP.. .. .. .. .. . 15 The Whitlock Company . . . . . . . 15 Varney and Associates CPAs LLC . . . 15 Banks Cornerstone Bank 16 FHLBank Topeka . . . . . . . . . 16 TIB — The Independent BankersBank . . .16 Bank Services Ag Resource Management 16 AgWest Commodities LLC . . . . . . 16 Ascensus 16 AVI-SPL . . . . . . . . . . . . .17 Banc Card of America . . . . . . . 17 BancAlliance . . . . . . . . . . .17 BankMarketingCenter.com . . . . . 17 BankTalentHQ . . . . . . . . . . 18 BHGFinancial . . . . . . . . . . 18 Big Iron Auctions . . . . . . . . . 18 BVS Performance Solutions . . . . . 18 Career1Source . . . . . . . . . 18 CBKInc... .. .. .. .. .. .18 Check Printing Contract Consulting . . .19 CoNetrix . . . . . . . . . . . . 19 Cornerstone Advisors Inc. . . . . . . 19 Dale Carnegie Training — Kansas Heartland 20 FHSU-Robbins Banking Institute 20 Financial Management Services Inc. . . 20 Haberfeld.. .. .. .. .. ..20 HUB | Taylor Advisors . . . . . . . 20 IntraFi Network . . . . . . . . . . 20 Mortgage Investment Services Corporation 21 NextPage Inc. 21 ODP Business Solutions . . . . . . . 21 OnCourse Learning 22 Performance Trust Capital Partners LLC . 22 Profit Resources Inc. . . . . . . . . 22 PurpleWaveInc. . . . . . . . . . 22 Renaissance Community & Public Relations LLC 23 S&P Global Market Intelligence 23 SBS CyberSecurity LLC 23 Security 1st Title 23 Senne Company Inc. . . . . . . . . 23 SHAZAM Inc. 24 Shred-it . . . . . . . . . . . . .24 States Resources Corp. 24 Strategic Resource Management . . . 24 StrategyCorps 25 Strunk . . . . . . . . . . . . . 25 The Fullinwider Firm LLC . . . . . . .25 TABLE OF CONTENTS ©2024 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 United Capital Management of KansasInc.. . . . . . . . . . .25 Versateq 26 Wichita Shredding . . . . . . . . .26 Works24 26 Consulting Services ICI Consulting Inc. . . . . . . . . . 26 OlsenPalmerLLC. . . . . . . . . 26 Professional Bank Consultants LLC . . .26 Roots & Legacies Consulting Inc. . . . 27 Scott Human Resources . . . . . . .27 Insurance Services All American Associates . . . . . . .27 Central States Health & Life Company of Omaha 27 Intact Financial Services . . . . . . .27 KeyState Captive Management . . . . 27 Lee & Mason Financial Services Inc. . . 28 Travelers 28 Investment Services FHN Financial 28 First Bankers’ Banc Securities Inc. . . . 28 Hillworth Bank Partners . . . . . . .29 Kansas Venture Capital Inc. . . . . . 29 OFG Financial Services Inc. . . . . . 29 TheBakerGroup . . . . . . . . . 29 Legal Services/Attorneys Armstrong Teasdale LLP . . . . . . .29 Fenimore Kay Harrison LLP 30 GMLawPC.. .. .. .. .. .30 Hite Fanning & Honeyman LLP 30 Husch Blackwell LLP . . . . . . . . 30 Morris Laing Law Firm . . . . . . . 30 SpencerFaneLLP. . . . . . . . . 30 Stinson 30 Woner Reeder & Girard PA . . . . . 31 NXTUS ASA . . . . . . . . . . . . . . 31 PebblePlan.. .. .. .. .. . 31 Railz Financial Technologies 31 V2verify . . . . . . . . . . . . .31 Real Estate Peoples Company . . . . . . . . .32 Technology Abrigo 32 BankOnIT . . . . . . . . . . . . 32 CSI 32 CuratedCyber . . . . . . . . . . 32 Data Business Equipment Inc. . . . . .33 DCI (Data Center Inc.) . . . . . . . 33 FiservInc.. . . . . . . . . . . .33 Integris 33 Jack HenryTM & Associates Inc. . . . . 33 Juniper Payments . . . . . . . . . 34 Kansas Bankers Technologies LLC 34 Networks Plus 34 Nusource Financial 34 Oxen Technology 34 Premier One 34 RESULTS Technology . . . . . . . . 35 Secur-Serv 35 Securitas Technology 35 Verge Network Solutions LLC . . . . .35 Trust, Wealth Management & Executive Compensation Advantage Trust Company 35 Assured Trust Company . . . . . . .36 Banc Consulting Partners LLC . . . . .36 Bank Compensation Consulting . . . . 36 CNBCustody. . . . . . . . . . .36 Country Club Trust Company . . . . .37 Executive Benefits Network . . . . . 37 Great Plains Trust Company . . . . . 37 Hunt Financial Group 37 Korol Financial Group LLC . . . . . . 37 Midwest Trust Company . . . . . . .37 Pentegra Retirement Services . . . . . 37 Security Trust & Investments . . . . . 38 The Beneficient Company Group . . . 38 The Trust Company . . . . . . . . .38 The Trust Company of Kansas . . . . .38 TABLE OF CONTENTS
8 2024 Endorsed Vendors Abrigo Persis Tuttle 12331-B Riata Pkwy., Bldg. 4, Ste. 200 Austin, TX 78727 (512) 279-5715 persis.tuttle@abrigo.com www.abrigo.com Abrigo enables more than 2,400 U.S. financial institutions to support their communities through technology and advisory services that grow loans and deposits and optimize risk. Abrigo’s platform centralizes the institution’s data, creates a digital user experience, and delivers efficiency for scale and profitable growth. Abrigo’s team of industry experts can give your institution guidance needed to stay on the path towards increased profitability. From portfolio risk and CECL to BSA/AML, our advisory services team helps you solve problems. All American Associates John Copeland 2942 SW Wanamaker Dr., #150 Topeka, KS 66614 (785) 228-1702 jcopeland@allamericancorp.com www.allamericanks.com All American Associates provides 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 Neal Reynolds 95 Old Stratton Chase Atlanta, GA 30328 (678) 528-6688 nreynolds@bankmarketingcenter.com www.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 Rachel Selvaggio 3201 W. White Oaks Dr., Ste. 400 Springfield, IL 62704 (217) 789-9340 info@banktalenthq.com www.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, 2024 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 Phyllis Simon 4060 Glass Rd. NE Cedar Rapids, IA 52402 (800) 553-5972 pmsimon@bvs.com www.bvsinc.com BVS Dynamic Learning: 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. Check Printing Contract Consulting Greg Baitt 499 Locklie Dr. Cleveland, OH 44143 (216) 396-0225 greg.baitt@checkprintingconsulting.org checkprintingconsulting.org Check Printing Contract Consulting (CPCC), a KBA Endorsed Vendor, 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, CPCC has impartially negotiated check printing agreements for more than 200 banks, with the vast majority of clients choosing to stay with their current vendor. 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. Cornerstone Advisors Inc. Jennifer Wagner 7272 E. Indian School Rd., Ste. 400 Scottsdale, AZ 85251 (480) 425-5204 jwagner@crnrstone.com www.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. 2024 ENDORSED VENDORS
10 Integris Jonny Hulse 13421 W. 151st St., Ste. 100 Olathe, KS 66062 (866) 962-2831 jonny.hulse@fid.integrisit.com integrisit.com Committed to providing best-in-class service, 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. IntraFi Network Glenn Martin 1300 17th St. N., Ste. 1800 Arlington, VA 22209 (703) 292-3400 gmartin@intrafi.com www.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. Juniper Payments Tracy Hearson 9440 E. Boston St., Ste. 150 Wichita, KS 67207 (316) 239-3405 thearson@juniperpayments.com www.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 customer’s needs. KeyState Captive Management Travis Holdman 101 Convention Center Dr., Ste. 850 Las Vegas, NV 89109 (702) 598-3738 tholdman@key-state.com www.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 limited purpose 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), 2024 ENDORSED VENDORS
11 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 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. Visit us at www.key-state.com or contact us at contact@key-state.com or (702) 598-3738 for more information. ODP Business Solutions Ryan Roberts 9501 Amberglen Blvd., Ste. 200 Austin, TX 78729 (512) 886-9794 ryan.roberts@odpbusiness.com www.odpbusiness.com/banksignup Office Depot has a new look and a new name — 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. OnCourse Learning Steffanie Sawyer 20225 Water Tower Blvd. Brookfield, WI 53045 (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. 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. 2024 ENDORSED VENDORS
12 Purple Wave Inc. Bridget Hoover 825 Levee Dr. Manhattan, KS 66502 (866) 608-9283 bridget.hoover@purplewave.com www.purplewave.com Purple Wave Auction operates as a fullservice seller agent to remarket agricultural, construction, and transportation assets. We provide a personalized, turn-key solution for right-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 Stacy Sheehy 401 E. Market St. Charlottesville, VA 22902 (434) 951-4419 stacy.sheehy@spglobal.com marketintelligence.spglobal.com 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 marketintelligence.spglobal.com/ client-solutions/users/community-banking or contact us at (877) 863-1306. Shred-it Kevin Kroboth 10000 Lackman Rd., #10030 Lenexa, KS 66219 (704) 299-1623 kevin.kroboth@stericycle.com www.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, Shred-it provides the most secure and efficient confidential information destruction service in the industry. To setup or inquire about Shred-it service, please fill out the contact form at www.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 Chris Garrelts 100 Westwood Pl., Ste. 400 Brentwood, TN 37027 (913) 481-5719 cgarrelts@strategycorps.com www.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. 2024 ENDORSED VENDORS
13 Strunk Mike Sobba 201 Main St., Ste. 7 Parkville, MO 64152 (816) 225-8793 msobba@strunklp.com www.strunkaccess.com Strunk’s newest Loan and Deposit Pricing Solution will help your bank win more deals while meeting your target profitability goals. On average a bank will see their net interest margin increase by 25-50 bp. Strunk has been providing income strategies to community banks since 1993. Our Overdraft Privilege program is being used by over 1,800 banks across the country including over 130 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. Works24 Brian Robinson 3508 French Park Dr., Ste. 1 Edmond, OK 73034 (800) 460-4653 brobinson@works24.com www.works24.com Works24 offers the fastest and easiest communication methods to tell your customers about all the other 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. Go to www.works24.com to find out more or call Brian Robinson at (800) 460-4653 x105. 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 License #10-1912 Oklahoma Mortgage Broker #MB001953 Colorado License #100044344 Nebraska Licensed Mortgage Company NMLS#194708 Arkansas License #124530 YEARS 24 Let’s Talk Fair Lending! Partnering with Mortgage Investment Services Corporation (MISC) means equal access to credit for housing to all within your community. Here’s why collaborating with us sets you apart: • Fair Lending Protocols, Regulatory Compliance • Tailored Solutions for Diverse Clientele • Government financing options: FHA, VA, & USDA-RD • Rebuilding your community with renovation lending • Expand your customer reach Join forces with MISC to provide every member of your community with the opportunity for homeownership. We get it right the first time! Andrew Holtgraves, Senior Vice President • Cell: 913-558-2555 Email: Andrew@MISCHomeLoans.com • NMLS: #276932 Associate Member 2024 ENDORSED VENDORS
14 2024 Associate Members Accounting Firms Allen, Gibbs & Houlik LC Mark Schmelzle 301 N. Main St., Ste. 1700 Wichita, KS 67202 (316) 267-7231 mark.schmelzle@aghlc.com www.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 Mark Werth 209 E. 13th St. PO Box 40 Hays, KS 67601 (785) 628-8238 markw@bhcpa.com www.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 Mazars KC Brian Mall 1201 Walnut St., Ste. 1700 Kansas City, MO 64106 (816) 221-6300 bmall@us.forvismazars.com www.forvismazars.com Forvis Mazars Wichita Matt List 1551 N. Waterfront Pkwy., Ste. 300 Wichita, KS 67206 (316) 265-2811 mlist@us.forvismazars.com www.forvismazars.com Forvis Mazars is a Top 10 global accounting and consulting network, serving clients worldwide. With a legacy spanning more than 100 years, Forvis Mazars listens. We have a deep understanding of our clients’ industries, deliver great insight, have deeper industry specialization, and offer tailored solutions. We are driven by our desire to anticipate what’s next and to help out clients be ready when the future becomes the present. We are committed to using out exceptional vision to provide clients with an Unmatched Client Experience that helps drive business forward. Give us a call to learn more. Mize CPAs Inc. Stacy Higgins 534 S. Kansas Ave., Ste. 400 Topeka, KS 66603 (785) 233-0536 shiggins@mizecpas.com www.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 owner/ operators. 2024 ASSOCIATE MEMBERS
15 Moss Adams LLP Heidi Berenbrok 7285 W. 132nd St., Ste. 220 Overland Park, KS 66213 (913) 948-8199 heidi.berenbrok@mossadams.com www.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 opportunity. Assurance, tax, and consulting are offered through Moss Adams. They 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 they provide include enterprise risk management, regulatory compliance, internal audit services, internet security assessments, and merger and acquisition services. Visit www.mossadams.com/industries/financialservices/banks for more information on Moss Adams and how they can serve your bank. Pinion Sandy Sporleder 1605 N. Waterfront Pkwy., Ste. 200 Wichita, KS 67206 (316) 685-0222 sandy.sporleder@pinionglobal.com www.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. RSM US LLP Michael Graber 4622 Pennsylvania Ave., Ste. 1100 Kansas City, MO 64112 (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 Tom Beisner 9229 Ward Pkwy. Kansas City, MO 64114 (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 Melissa Larson 1501 Poyntz Ave. Manhattan, KS 66502 (785) 537-2202 mlarson@varney.com www.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 2024 ASSOCIATE MEMBERS
16 Information System Auditors, Certified Non-Profit Accounting Professionals, Certified Professional Management Advisors, and Personal Financial Specialists. This team of professionals specialize 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 Marc Haggadone 529 N. Lincoln Ave. York, NE 68467 (402) 363-7411 mhaggadone@cornerstoneconnect.com www.cornerstoneconnect.com Cornerstone Bank provides data processing services. FHLBank Topeka Jeffrey Kuzbel PO Box 176 Topeka, KS 66601 (785) 233-0507 jeff.kuzbel@fhlbtopeka.com www.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 Greg Todd PO Box 560528 Dallas, TX 75356 (800) 288-4842 gtodd@tib.bank www.tib.bank A bankers’ bank offering correspondent products and services to independent community banks. Bank Services Ag Resource Management Wade Simpson 7505 NW Tiffany Springs Pkwy., Ste. 220 Kansas City, MO 64153 (816) 226-4650 wsimpson@armlend.com www.armlend.com Ag Resource Management (ARM) has been bringing financial and risk management solutions to farmers and agribusinesses since 2009. AgWest Commodities LLC Josh Morrill 7 W. Wea St. PO Box 413 Paola, KS 66071 (308) 995-8067 jmorrill@goagwest.com www.goagwest.com Commodity price risk management and crop marketing service provider for ag producers. Ascensus Eric Johnson 415 8th Ave. NE PO Box 979 Brainerd, MN 56401 (218) 825-5554 eric.johnson@ascensus.com www.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 2024 ASSOCIATE MEMBERS
17 operations while maintaining regulatory compliance. For more information about Ascensus, visit www.ascensus.com. AVI-SPL Lucas Lenahan 8320 Hedge Ln. Terrace Shawnee, KS 66227 (913) 543-7222 luke.lenahan@avispl.com avispl.com AVI-SPL is a digital enablement solutions provider that transforms how people and technology connect to elevate experiences, create new value and enable organizations to thrive and grow. With AVI-SPL digital workplace services for IT, your AV, UC, collaboration, and video conferencing systems are simple to use, reliable, and support your business goals. We know UC, AV, meeting platforms and all their complexities. Let us make sure you and your teams can work together effectively and efficiently. Our services for IT include: Professional services including consulting, design, implementation, video production, virtual event management, and end-user training. Managed services including Cloud administration, room and device monitoring, and user experience services. Support and maintenance including 24/7 help desk, certified technicians, technology lifecycle support, and custom contracts and SLAs. Banc Card of America David Miller 7347 Charlotte Pike Nashville, TN 37209 (615) 352-6956 dmiller@banccard.com www.banccard.com Banc Card partners with financial Institutions in 26 states providing credit card processing for their business customers. Banc Card provides local, face to face customer service and focuses on building trusted, one-on-one relationships. Meeting a customer, shaking a hand, and really listening to their needs. We’ve earned the respect and trust of more than 600 financial institutions and have the lowest turnover in our industry, making us one of the nation’s leading Merchant Service Providers. BancAlliance Clarence Nichols 4445 Willard Ave., Ste. 1100 Chevy Chase, MD 20815 (301) 232-5423 cnichols@alliancepartners.com www.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 Neal Reynolds 95 Old Stratton Chase Atlanta, GA 30328 (678) 528-6688 nreynolds@bankmarketingcenter.com www.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 and 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. 2024 ASSOCIATE MEMBERS
18 BankTalentHQ Rachel Selvaggio 3201 W. White Oaks Dr., Ste. 400 Springfield, IL 62704 (217) 789-9340 info@banktalenthq.com www.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 Thomas Badolato 201 Solar St. Syracuse, NY 13204 (315) 372-4510 thomas@bhg-inc.com bhgbank.network/KSBA Since 2001, BHG Financial has originated more than $13 billion in loan solutions to 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. BigIron Auctions Kurt Campbell/Tim Kipper 213 Beaver St. Saint Edward, NE 68660 (402) 678-2411 kurt.campbell@bigiron.com tim.kipper@bigiron.com www.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. BVS Performance Solutions Phyllis Simon 4060 Glass Rd. NE Cedar Rapids, IA 52402 (800) 553-5972 pmsimon@bvs.com www.bvsinc.com BVS Dynamic Learning: 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. Career 1 Source Scott Wedel 601 E. Lincoln Blvd. Hesston, KS 67062 (620) 327-4495 scottwedel@career1source.com www.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. CBK Inc. Kendall McVay 3615 SW 29th St. Topeka, KS 66614 (785) 228-6663 kmcvay@mcvaylaw.net www.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 to unpaid court fines, to bad loans and charge off accounts. No amount is too big 2024 ASSOCIATE MEMBERS
19 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. Check Printing Contract Consulting Greg Baitt 499 Locklie Dr. Cleveland, OH 44143 (216) 396-0225 greg.baitt@checkprintingconsulting.org checkprintingconsulting.org Check Printing Contract Consulting (CPCC), a KBA Endorsed Vendor, 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, CPCC has impartially negotiated check printing agreements for more than 200 banks, with the vast majority of clients choosing to stay with their current vendor. 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. CoNetrix Travis Boyd 5225 South Loop 289, Ste. 207 Lubbock, TX 79424 (806) 687-8600 tboyd@conetrix.com www.conetrix.com CoNetrix specializes in providing managed IT, managed security and compliance services to financial institutions. CoNetrix services include IT/GLBA audits & network assessments, penetration testing, VISO consulting services, managed IT and security services, and private cloud hosting with options for disaster recovery. CoNetrix is the developer of Tandem software, an innovative suite of cybersecurity and compliance software to help you manage risk assessment, business continuity planning, vendor management, information security policies, incident management, internet banking security program, identity theft prevention program, compliance management, audit management, security awareness training, and more! To see why financial institutions in all 50 states put their trust in CoNetrix for information security, please visit conetrix.com, tandem.app or contact us at (800) 356-6568. Cornerstone Advisors Inc. Jennifer Wagner 7272 E. Indian School Rd., Ste. 400 Scottsdale, AZ 85251 (480) 425-5204 jwagner@crnrstone.com www.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. 2024 ASSOCIATE MEMBERS
20 Dale Carnegie Training — Kansas Heartland Gordon Hibbard 5765 Blue River Hills Rd. Manhattan, KS 66503 (316) 712-9478 gordon.hibbard@dalecarnegie.com kansasheartland.dalecarnegie.com We offer professional development training programs for Kansas businesses and organizations, serving Wichita, Topeka, Lawrence, Manhattan, Salina, and Western Kansas. FHSU-Robbins Banking Institute Linda Kepka 600 Park St. Hays, KS 67601 (785) 215-4794 lmkepka@fhsu.edu www.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. Financial Management Services Inc. Cory Poncelet 11235 Mastin St., Ste. 203 Overland Park, KS 66210 (785) 733-2662 cponcelet@fmsiconsulting.com www.fmsiconsulting.com Financial Management Services Inc. (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. Haberfeld Preston Afrank 206 S. 13th St., Ste. 1500 Lincoln, NE 68508 (402) 323-3612 pafrank@haberfeld.com www.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 2x 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. HUB | Taylor Advisors Brett Walburn 700 N. Hurstbourne Pkwy., Ste. 110 Louisville, KY 40222-5393 (502) 814-5601 brett.walburn@hubinternational.com www.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 Glenn Martin 1300 17th St. N., Ste. 1800 Arlington, VA 22209 (703) 292-3400 gmartin@intrafi.com www.intrafi.com Promontory Interfinancial Network is now IntraFi Network. Having built the largest bank network of its kind, we’re a trusted ally to 2024 ASSOCIATE MEMBERS
21 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. Mortgage Investment Services Corporation Andrew Holtgraves 22316 Midland Dr. Shawnee, KS 66226 (913) 390-1010 andrew@mischomeloans.com www.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. NextPage Inc. Brian Vestle 8300 NE Underground Dr., Pillar 122 Kansas City, MO 64161 (816) 459-8404 brianv@goNextPage.com www.goNextPage.com NextPage is a direct marketing services company that helps banks and credit unions combine data modeling and analytics with traditional direct mail expertise and leading edge digital marketing technologies to drive results through account acquisition, welcome, cross-sell/upsell, and win-back campaigns. ODP Business Solutions Ryan Roberts 9501 Amberglen Blvd., Ste. 200 Austin, TX 78729 (512) 886-9794 ryan.roberts@odpbusines.com www.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 2024 ASSOCIATE MEMBERS
22 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. OnCourse Learning Steffanie Sawyer 20225 Water Tower Blvd. Brookfield, WI 53045 (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 a 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. 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. Performance Trust Capital Partners LLC Paul Kangas 500 W. Madison Ave., #450 Chicago, IL 60661 (913) 579-4059 pkangas@performancetrust.com www.performancetrust.com Performance Trust is committed to helping financial institutions improve their long-term performance and deliver shareholder value. We teach them our Shape Management® methodology — the disciplined application of Total Return and Scenario Analysis — in order to help them better quantify and execute risk/reward decisions. By understanding the true nature of the risk/reward scenarios they are faced with, institutions will be able to make better decisions and generate wealth over time. Profit Resources Inc. Brady Chianciola 320 S. Madison Ave. Monroe, GA 30655 (863) 670-0441 bchianciola@profitresources.com profitresources.com Profit Resources Inc. (PRI) enhances interchange income and debit card profitability, evaluates and negotiates system contracts, and completes process improvement throughout every area of the bank. PRI strengthens banks by making quantifiable improvements to profitability and efficiency while also specializing in merger integration. Helping good banks get better since 1990. Purple Wave Inc. Bridget Hoover 825 Levee Dr. Manhattan, KS 66502 (866) 608-9283 bridget.hoover@purplewave.com www.purplewave.com Purple Wave Auction operates as a fullservice seller agent to remarket agricultural, construction, and transportation assets. We 2024 ASSOCIATE MEMBERS
23 provide a personalized, turn-key solution for right-sizing operational assets for borrowers and bank-owned equipment sales. Purple Wave is an endorsed vendor of the Kansas, Missouri, and Oklahoma Bankers Associations. Renaissance Community & Public Relations LLC Jim Echols 1815 N. 78th Pl. Kansas City, KS 66112 (913) 999-6557 jim.echols@renaissancesolutionsllc.org www.renaissancesolutionsllc.org We are a public relations firm specializing in human relations advisement, assessment, community relations, staff development, and training to include workforce development and minority-group recruitment and business development. S&P Global Market Intelligence Stacy Sheehy 401 E. Market St. Charlottesville, VA 22902 (434) 951-4419 stacy.sheehy@spglobal.com marketintelligence.spglobal.com 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 marketintelligence.spglobal.com/ client-solutions/users/community-banking or contact us at (877) 863-1306. SBS CyberSecurity LLC David Edwards 700 S. Washington Ave., Ste. 200 Madison, SD 57042 (913) 225-6382 david.edwards@sbscyber.com learning.sbscyber.com SBS CyberSecurity LLC (SBS) is a premier cybersecurity consulting and audit firm. Since 2004, SBS has been dedicated to assisting organizations with the implementation of valuable risk management programs and mitigating cybersecurity risks. The company has provided cybersecurity solutions to over 1,300 organizations across the United States and abroad, including financial institutions ranging in asset size from $12 million to over $20 billion. SBS delivers unique, turnkey solutions tailored to each client’s needs, including cybersecurity risk management software, consulting services, network security, IT audit and education. SBS CyberSecurity empowers customers to make more informed security decisions and trust the safety of their data. Security 1st Title James Leftwich 727 N. Waco Ave., Ste. 300 Wichita, KS 67203 (316) 267-8371 jleftwich@security1st.com www.security1st.com Security 1st Title provides title insurance, closing services, and abstract products to mortgage lenders. Our team of experts will provide you with professional service and modern solutions to meet your needs. When you think Title and Closing Companies — think Security 1st Title. Senne Company Inc. Matthew McGivern 2001 NW Hwy. 24 Topeka, KS 66618 (785) 235-1015 matthew.mcgivern@sennecompany.com www.sennecompany.com Senne Company Inc. is a Topeka based commercial general contractor. We are a family company that can help KBA members in 2024 ASSOCIATE MEMBERS
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