Pub. 12 2024 Issue 2

Howard M. Headlee President & CEO howard@utah.bank Becky Wilkes Executive Vice President bwilkes@utah.bank Sara Matute Vice President sara@utah.bank Beth Parker Director of Education beth@utah.bank Brian Comstock Director of Communications & Marketing brian@utah.bank UBA STAFF Parsons Behle & Latimer 201 S. Main St., Ste. 1800 Salt Lake City, UT 84111 Gary E. Doctorman (801) 532-1234 gdoctorman@parsonsbehle.com parsonsbehle.com PCBB 1676 N. California Blvd., Ste. 300 Walnut Creek, CA 94596 Jay Kenney (415) 399-5800 jkenney@pcbb.com www.pcbb.com Piper Sandler Companies 1251 Avenue of the Americas, 6th Fl. New York, NY 10020 Avi Barak (212) 466-7700 avi.barak@psc.com www.pipersandler.com PULSE, a Discover Company 1301 McKinney St., Ste. 600 Houston, TX 77010 Jim Foster (281) 884-8663 jimfoster@discover.com www.pulsenetwork.com/ public/discover-debit PwC 201 S. Main St., Ste. 900 Salt Lake City, UT 84111 Ryan Dent (801) 534-3883 ryan.j.dent@pwc.com www.pwc.com R&T Deposit Solutions 1370 Broadway, 17th Fl. New York, NY 10018 Carissa Cancel (866) 237-2752 ccancel@rnt.com rnt.com Ray Quinney & Nebeker P.C. 36 S. State St., Ste. 1400 Salt Lake City, UT 84111 Richard Madsen (801) 532-1500 rmadsen@rqn.com rqn.com Rocky Mountain CRC 64 E. Winchester St., Ste. 230 Salt Lake City, UT 84107 Christopher Jensen (801) 366-0040 cjensen@rmcrc.org rmcrc.org RSM US LLP 515 S. Flower St., 17th Fl. Los Angeles, CA 90071 Doug Harrison (213) 330-4800 doug.harrison@rsmus.com rsmus.com Scalley Reading Bates Hansen & Rasmussen 15 W. S. Temple, Ste. 600 Salt Lake City, UT 84101 Darwin Bingham (801) 531-7870 dbingham@scalleyreading.net www.scalleyreading.com Select Bankcard 170 S. Interstate Plz., Ste. 200 Lehi, UT 84043 Pete Mudrow (801) 791-1938 pmudrow@selectbankcard.com www.selectbankcard.com Shred-It 205 Winchester Dr. East Stroudsburg, PA 18301 Kevin Kroboth (917) 528-7940 kevin.kroboth@stericycle.com www.shredit.com/en-us/ national-accounts/state-bankersassociation-program Simpson & Company CPAs 5353 S. 960 E., Ste. 102 Salt Lake City, UT 84117 Kenneth Simpson (801) 484-5206 krsimpson@simpson-co.com simpson-co.com Sundance View Holding Company LLC 14873 S. Pele Ln. Herriman, UT 84096 Josh Case (801) 318-0510 jc@joshcase.com Tassat 22 W. 21st St., 9th Fl. New York, NY 10010 Carol Hartman carol.hartman@tassat.com tassat.com The Baker Group 2975 W. Executive Pkwy., Ste. 139 Lehi, UT 84043 Brian Bates (800) 937-2257 bbates@gobaker.com www.gobaker.com Unitas Financial Services 6543 Commerce Pkwy., Ste. M Dublin, OH 43017 Brian Ruhe (740) 967-1131 brian.ruhe@unitas360.com www.unitas360.com Utah Center for Neighborhood Stabilization 6880 S. 700 W., 2nd Fl. Midvale, UT 84047 Dan Adams (801) 316-9111 dan@utcns.com www.utcns.com Utah Housing Corporation 2479 S. Lake Park Blvd. Salt Lake City, UT 84120 Grant Whitaker (801) 902-8290 gwhitaker@uthc.org utahhousingcorp.org vCom 12657 Alcosta Blvd., Ste. 418 San Ramon, CA 94583 (503) 292-3640 vcomsolutions.com Vericast 15955 La Cantera Pkwy. San Antonio, TX 78256 Cristi Vernon (801) 288-2133 cristi.vernon@vericast.com www.vericast.com Wasatch Business Finance 5288 S. Commerce Dr., Ste. B-228 Salt Lake City, UT 84107 Steve Carlston (385) 799-6701 steve@wbfcdc.com www.wasatchcdc.com West Monroe Partners LLC 1000 Wilshire Blvd., Ste. 1100 Los Angeles, CA 90017 Chris Caulfield (213) 631-4837 ccaulfield@westmonroe.com www.westmonroe.com Zions Correspondent Banking Group 310 S. Main St., Ste. 1400 Salt Lake City, UT 84101 Phil Diederich (801) 844-7853 phillip.diederich@zionsbancorp.com www.zionscbg.com ©2024 Utah Bankers Association | The newsLINK Group LLC. All rights reserved. Utah Banker is published four times each year by The newsLINK Group LLC for Utah Bankers Association and is the official publication for this association. The information contained in this publication is intended to provide general information for review, consideration and banker 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 Utah Bankers Association, 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. Utah Banker is a collective work, and as such, some articles are submitted by authors who are independent of Utah Bankers Association. While Utah Bankers Association encourages a first-print policy, in cases where this is not possible, every effort has been made to comply with any known reprint guidelines or restrictions. Content may not be reproduced or reprinted without prior written permission. For further information, please contact the publisher at (855) 747-4003. Utah Banker 26

RkJQdWJsaXNoZXIy MTg3NDExNQ==