36 Assured Trust Company Evie Curtis 8717 W. 110th St., Ste. 420 Overland Park, KS 66210 (913) 521-9200 e.curtis@assuredtrustcompany.com assuredtrustcompany.com Headquartered in Kansas, Assured Trust Company focuses on assisting persons with disabilities and those experiencing the transitions of aging. Banc Consulting Partners LLC Mike Norris 4100 SW Stone Ave. Topeka, KS 66610 (785) 224-7388 mike.norris@boli-advisors.com www.bancconsultingpartners.com Banc Consulting Partners LLC is an industry leader in the design, implementation and administration of Bank-Owned Life Insurance (BOLI) and Nonqualified Deferred Compensation programs. Led by a team of seasoned consultants with extensive experience in the BOLI, benefits and banking arena; Banc Consulting Partners is uniquely positioned and steadfastly committed to providing comprehensive consultation and service to the community bank marketplace. Banc Consulting Partner’s diagnostic approach, client-centric philosophy, and underlying focus in aligning institutional objectives in a manner that fosters trusted and meaningful relationships has helped hundreds of institutions across the country attract and retain quality leadership while optimizing earnings to offset the ever-increasing cost of employee benefit obligations. Bank Compensation Consulting Richard Bratten 1004 Big Goose Rd. Sheridan, WY 82801 (303) 482-1844 rich.bratten@bcc-usa.com bcc-usa.com Bank Compensation Consulting (BCC) specializes in assisting financial institutions with the evaluation of their compensation programs nationwide to help community banks attract, retain, and incentivize key personnel. With BCC’s help, banks identify opportunities to create customized plans that align the interests of shareholders, directors, and officers while ensuring that all regulatory, tax, and accounting issues are properly evaluated and addressed. BCC also helps identify ways to offset the cost of plans with Bank-Owned Life Insurance (BOLI), representing all of the major BOLI providers in the market. BCC has helped more than 600 banks in 40 states with an expert team that includes CPAs, CFP®s, attorneys, MBAs, and current/former bank directors. Regional Managing Director Richard Bratten, a Fellow of the Society of Actuaries (FSA) and Chartered Financial Analyst (CFA), has worked in this market for over two decades, bringing unparalleled expertise and proactive, high touch service to community bankers. BCC is committed to providing best in class service to their clients with their in-house team of professionals and proprietary service platform, backed by their SAS70/SSAE16/ SOC certification. CNB Custody Michelle Thomas 225 Main St. Seneca, KS 66538 (800) 680-0340 mthomas@communitynationalbank.net www.cnbcustody.com CNB Custody specializes in holding alternative assets in IRAs including real estate, precious metals, cryptocurrency, bank stock and other non-traded investments. When your investors want to purchase bank stock with IRA funds or customers ask about real estate, crypto or other investments in IRAs, we are the experts to help make this happen. We are not financial advisors, and will not ask them to invest more than they wish so they can keep the remaining funds with your bank. With more than 35 years of IRA experience, CNB Custody has built a reputation for providing exceptional service, record-keeping accuracy, and competitive fees. CNB is an awardwinning custodian with over $3.5 billion in assets under custody. A member of the Retirement Industry Trust Association, CNB can assist with Roth, Traditional, and SEP IRAs. 2024 ASSOCIATE MEMBERS
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