Pub. 5 2017 Directory

UTAH BANKERS ASSOCIATION 15 Services Division full line catalog at 10% off retail published prices (excludes technology products). Free delivery for orders over $50.00. If placed by 4pm local time, orders are delivered next day in most markets by Office Depot or UPS. Access to the award winning Business Services Division website for place- ment of orders, online catalog, stock availability, order history, product returns, and usage reports.The support of a local account manager who is responsible for total account management customer satisfaction. In addition to office supplies you'll also receive discounts on office fur- niture, print/copy services, custom business forms, stationery supplies, promotional products, lunchroom and janitorial provisions. Discount program for member employees. The Office Depot team will provide you with on-going creative and innovative procurement solutions by identifying preferred product and process improvement opportunities. ___________________________ Human Resources, Benefits & Training Bank Financial Services Group 1500 Quail Street, Suite 600 Newport Beach, CA 92660-2738 Larry Rowley Phone: (951) 712-1106 lrowley@bfsgroup.com www.bfsgroup.com Bank Financial Services Group works exclusively with financial institutions to create and manage supplemental benefit plans to help attract, retain and reward top executives and directors. BFS's focus on banks makes us uniquely qualified to design, implement, administer and finance meaning- ful benefit plans while positively impacting bottom-line profits. BFS has offices throughout the U.S. to service community banks and bankers. We design and administer plans to insure that they accomplish the long-term objectives of the bank. We analyze existing plans, understand bank objectives, do a peer group analy- sis, and recommend revisions, new plans or a combination of the two. We review bank specific financing strategies, often utilizing Bank Owned Life Insurance (BOLI) to offset benefit costs, increase net income, improve EPS, and enhance shareholder value. ___________________________ Community Bank Consulting Services 364 Tanner Lane Midway, UT 84049-6520 Lynn A. David Phone: (314) 422-1567 ldavid@bankconsultants.com www.bankconsultants.com Lynn David has been in bank- ing for over 40 years and has been consulting with banks for over 28 years.He assists with best practice/ profit improvements projects, merger and consolidation assis- tance, branch staffing analysis and strategic planning.He also conducts both customer and employee opinion surveys.His experience in the human resource area can assist with the development of position descriptions, career paths, responsibility grades and salary ranges.He trains employees how to set individual goals and develops incentive compensation plans which meet regulatory guideline.He also develops Affirmative Action Plans and conducts training in Basic Customer Service and Selling Skills, Referral Skills, Performance Evalua- tion and Counselling Skills. ___________________________ Insurance ABA Insurance Services Inc. 5910 Landerbrook Drive, Suite 100 Mayfield Heights, OH 44124 Richard Flenner Phone: (800) 274-5222 rflenner@abais.com www.abais.com UBA Endorsed Program. With a 23% marketshare nationwide, ABA Insurance Services provides D&O, bond and P&C related insurance to community banks across the country. For 26 years, this unique bank-owned and banker-directed program has been recognized for underwriting and claims handling expertise. A distribution to participating banks has been declared for 23 con- secutive years from the program reinsurer, totaling $77.9 million. For more information, visit abais. com or Twitter@ABAInsSvcs. ___________________________ Travelers Insurance 6060 South Willow Drive Greenwood Village, CO 80111 Janu Cambrelen Phone: (720) 200-8447 jcambrel@travelers.com www.travelers.com The Travelers is the second largest commercial property and liability insurance company in the U.S. Since our founding in 1853, we have developed an unmatched expertise in providing effective insurance solutions to address the complex needs of a wide range of businesses. Our experience in sup- porting financial institutions began in 1890 and has led to an extensive portfolio of insurance products and services for community banks. ___________________________ Interest Rate Risk Management CenterState Bank Correspondent Division 1660 Olympic Boulevard, Suite 315 Walnut Creek, CA 94596-5111 Rick Ruso Phone: (800) 481-2443 rruso@centerstatebank.com CenterState Bank's Correspon- dent Division works with nearly 1,000 banks across the country, providing consulting services and capital markets solutions designed to bolster bank performance in a highly competitive environment. Areas of expertise with related products include loan hedging (interest rate risk), advanced loan structuring consulting, strategic planning sessions for executive management teams and lending teams, fixed income trading, bond accounting, international services, loan pricing and loan participa- tions. CenterState's Correspon- dent team has built a reputation on helping independent banks maximize performance. The Baker Group 2975 West Executive Parkway, Suite 139 Lehi, UT 84043 Brian Bates Phone: (800) 937-2257 bbates@gobaker.com www.GoBaker.com The Baker Group is one of the nation's largest independently owned securities firm specializ- ing in asset/liability and invest- ment portfolio management for community financial institutions. We've helped our clients improve decision making, manage interest rate risk, and maximize invest- ment portfolio performance since 1979. Our proven approach of total resource integration for community financial institutions utilizes software and products developed by Baker's Software Solutions combined with the firm's investment experience and advice. Baker is endorsed by 5 state community banking associations: The Alabama Bankers Association, the Community Bankers As- sociation of Illinois, the Indiana Bankers Association, the North Dakota Bankers Association, and the Independent Bankers Associa- tion of Texas. Baker's main office is located in Oklahoma City with branch offices in Austin, Birming- ham, Indianapolis, Springfield, and Salt Lake City. You can reach any office by calling 1-800-937-2257 or find us on the web at www. gobaker.com . ___________________________ Investment Services D.A. Davidson & Co. 8 Third Street North Great Falls, MT 59401 Tom Hayes Phone: (406) 268-3084 thayes@dadco.com www.davidsoncompanies.com D.A. Davidson & Co. is a full- service investment banking firm. In addition to research, market making and fixed income sales and trading, Davidson is the leading provider of investment banking services (M&A advisory services and capital raising) to banks in the Western U.S.