2020 Convention Supporters
|Bankers' Bank of the West
1099 18th Street, Suite 2700, Denver, CO 80202-1927
Bill Mitchell, President and CEO, firstname.lastname@example.org
Formed in 1980 as a noncompeting correspondent bank, Bankers’ Bank of the West provides high-quality solutions and deep industry expertise to hundreds of community banks in the western states and Great Plains region. Our clients derive value-added benefits including responsive customer service, problem-solving assistance, and a pricing strategy designed to boost the client bank’s bottom line. BBWest’s lending services include loan participations; bank stock and direct loans to banks, bankers, bank directors, and bank holding companies; and municipal leasing. Our bank card department offers ATM and debit card processing; merchant services and mobile payment solutions; and credit, debit and prepaid card programs. BBWest provides operational and cash management solutions for client banks, including cash letter processing and settlement services; purchase and selling of overnight federal funds; wire transfers; international services; and certificates of deposit. Our safekeeping professionals provide clearance and custody services with close attention to detail. Two niche businesses owned by BBWest’s holding company support banks with specialized skills. Bank Strategies delivers objective industry expertise on a project basis. CivITas Bank Solutions provides affordable technology, security, and regulatory services. BBWest has championed community banking for 40 years—a mission we will continue to advance over decades to come.
|Independent Bankers of America (ICBA)
1615 L Street, NW, Washington, DC 20036
The Independent Community Bankers of America® creates and promotes an environment where community banks flourish. For over 90 years, ICBA has been dedicated exclusively to representing the interests of the community banking industry and its membership through effective advocacy, best-in-class education, and high-quality products and services.
P O Box 10877, Fargo, ND 58106
Jeff Restad, email@example.com
Headquartered in Fargo, N.D., Bell Bank is one of the largest independently owned banks in the nation, with assets of more than $8 billion and business in all 50 states. As a privately held company, owned by several majority stockholders, about 140 additional stockholders and Bell employees through an employee stock ownership plan (ESOP), we don’t have the pressure of next quarter’s earnings. Instead, we focus on a healthy balance of profitability, growth and nurturing relationships. Unlike a typical correspondent bank, Bell’s focus is working as your partner. We have larger hold limits, so we won’t resell your loan participation with us. We also have a team dedicated to correspondent banking and credit, so we can provide flexible underwriting, competitive lending terms and prices, fast decision-making and consistent communication. Having partnered with more than 300 other independent community banks across 16 states, we’ll help you enhance your customer relationships through our experience-based expertise in participation loans, bank stock and ownership loans and equipment financing. In providing these services, we become your behind-the-scenes partner, helping you work in a larger relationship without threatening your relationship with your customer. Call 701-298-1500 to learn how. Bell Bank, member FDIC.
6700 Pioneer Parkway, Johnston, IA 80131
800.537.5427 ext. 2901, www.shazam.net
Patrick Dix, firstname.lastname@example.org
|Bank Compensation Consulting
Rich Bratten, email@example.com
Richard K. Bratten has worked in the Executive Benefits and Corporate Owned Life Insurance markets for over two decades. Since 1999 he has worked as a National Sales Consultant and a consulting principal at two large national firms specializing in executive benefits and Bank Owned Life Insurance (BOLI). Prior to his consulting role, Mr. Bratten worked in the insurance industry for more than a decade as an actuary. He concentrated on developing products for the corporate-owned life insurance (COLI) and bank-owned life insurance (BOLI) markets, including new products for the nonqualified deferred compensation markets. Mr. Bratten’s product development experience includes innovations in general account, hybrid and separate account designs in order to meet the unique needs of financial institutions. Mr. Bratten’s experience in managing the product design and daily operations of a $3 billion portfolio of BOLI & COLI at a major insurance company enables him to bring a unique perspective to his consulting role. As an actuary, Mr. Bratten has designed, priced, and filed products with state insurance departments across the country that were tailor made for the BOLI/COLI market. His background as an actuary also includes extensive experience with valuation, pricing, investment and asset/liability management. As a CFA Charterholder, his expertise in the investment arena allows him to bring in-depth investment analysis into his consulting role. This is particularly important when evaluating the alternative investment approaches that are available as well as insurance company due diligence review. Between his experience as an actuary and an investment professional, Mr. Bratten is uniquely positioned to educate institutions on the many decisions inherent in the Corporate Owned Life Insurance market. Mr. Bratten has spoken to many industry groups on topics relating to nonqualified benefits and BOLI. He has also authored papers for various banking publications and associations. He earned his bachelor’s degree from the University of Cincinnati. He also attained his MAAA (Member, American Academy of Actuaries) in 1996, his FSA (Fellow, Society of Actuaries) designation in 1997 and his CFA Charter (Chartered Financial Analyst) designation in 2001. He and his wife Laurie have been married over 33 years and have two children, Chelsea (27) a graduate of Hillsdale College, and Cody (24) a graduate of MIT in Mechanical Engineering.
10825 East Geddes Avenue, 3rd Floor, Centennial, CO 80112
Brandon Tate, firstname.lastname@example.org
Travelers has been insuring banks for more than a century. Offering a wide range of customized insurance protection, Travelers SelectOne+® for Financial Institutions is designed to respond to the most recent trends in banking.
|Fortner Bayens Levkulich & Garrison, P.C.
1580 Lincoln Street, Suite 700, Denver, CO 80203
Ryan Pospeck, email@example.com
|Eide Bailly, LLP
7001 East Belleview Avenue, Suite 700, Denver, CO 80237
Eric Budreau, firstname.lastname@example.org
Our journey began in 1917 with pencil and paper. By embracing change and focusing on innovative ideas, we’ve grown along with our clients to become one of the top 25 accounting firms in the nation. Accounting is about numbers, but our business is about relationships. Eide Bailly Partners and staff in the Colorado offices serve a diverse array of industries, including our largest Financial Institutions. We support businesses and individuals by providing outstanding tax, audit, internal audit, compliance. business outsourcing and strategy, buy-sell transactional services and specialty services, including Technology Consulting, Data Analytics, Cybersecurity, Risk Advisory and more. Our local Certified Public Accountants (CPAs) and business advisors are backed by the national resources of the firm and the international resources of HLB, the global advisory and accounting network. Delivering a high level of service and a seamless client experience is a priority at Eide Bailly. Our work with clients is more than an engagement; it’s a relationship, built on value, trust and results. We take the time to get to know you and your organization, so we can provide personalized service and become your trusted business advisors. Call or email us today with questions; our team is here to help.
|Lewis Roca Rothgerber Christie LLP
1200 Seventeenth Street, Suite 3000, Denver, CO 80202
Karen Witt, Partner & Banking Industry Team Co-Chair, email@example.com
Representing Financial Institutions Nationwide Since 1903
Lewis Roca Rothgerber Christie regularly represents national and state banks and their bank holding companies throughout the United States with a comprehensive range of legal services. Our firm has a national reputation for its financial institutions practice, which encompasses nearly every legal discipline used by banks, bank holding companies, commercial finance companies, equipment leasing companies, and others in the financial arena. We combine experience in this area with other legal disciplines including securities, tax, employment, real estate, environmental law, and litigation, to effectively create solutions for our clients. Our firm also offers a full range of services to its lending, leasing, and project finance clients. We advise financial institutions on a wide range of issues that can affect such transactions. Also, we have successfully represented our financial institutions clients in litigation and bankruptcy proceedings throughout the United States.
500 SW Wanamaker Road, Topeka, KS 66604
Rusty Davis, firstname.lastname@example.org
In 1932, Congress created a system of Federal Home Loan Banks to help stimulate the economy and make the dream of owning a home a reality nationwide. Today, nearly 90 years later, the FHLBank System continues to support those same goals by offering wholesale products and services to give member institutions a competitive edge. The FHLBank System is comprised of 11 government-sponsored enterprises, each independently operated and privately capitalized by members. As regional cooperatives, FHLBanks are owned by their customers and designed to meet local credit needs. FHLBank Topeka serves the needs of financial institutions in Colorado, Kansas, Nebraska and Oklahoma. FHLBank promotes housing and homeownership by providing wholesale products, services and programs that help member financial institutions expand the availability of mortgage credit, compete more effectively in their markets and foster strong and vibrant communities.
1801 California Street, Suite 2900, Denver, CO 80202
Bud Hollenkamp, email@example.com
In the heavily regulated banking industry, leaders are facing more challenges than ever, including managing shareholder and regulator expectations, protecting against cyberattacks and staying competitive. That's why financial institutions across the country are turning to BKD for in-depth expertise on the latest trends, concerns and opportunities. Offering an array of services—including audit and tax, internal audit, regulatory compliance, loan review, CECL consulting, cybersecurity, M&A consulting, and strategic planning—BKD helps institutions like yours manage risk, keep compliant, and reach shareholder goals. Our professionals serve as exhibitors, sponsors and speakers in the industry's largest associations as well as our local and regional groups. Combine our hometown service with the resources of a national firm and you'll begin to understand why BKD is the trusted advisor your institution has been looking for. Everyone needs a trusted advisor. Who’s yours?
1801 California Street, Suite 2200, Denver, CO 80203
Sindy Nicholson, firstname.lastname@example.org
Crowe LLP is a public accounting, consulting and technology firm with offices around the world. Crowe uses its deep industry expertise to provide audit services to public and private entities. The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax, advisory and consulting services. Crowe is recognized by many organizations as one of the best places to work in the U.S. As an independent member of Crowe Global, one of the largest global accounting networks in the world, Crowe serves clients worldwide. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
|Shapiro Bieging Barber Otteson LLP
7979 East Tufts Avenue, Suite 1600, Denver, Co 80237
Christian Otteson, email@example.com
With offices in Denver, Colorado and Dallas, Texas, Shapiro Bieging Barber Otteson LLP is a law firm committed to providing its clients with knowledgeable, responsive and cost-effective representation in the areas of financial services, capital markets, mergers and acquisitions, corporate structuring, insolvency, insurance coverage, financial services-related litigation and real estate. SBBO’s Financial Services Practice Group has a broad and deep knowledge of the business and regulatory issues faced by participants in the banking and financial services industry. Firm attorneys assist clients with mergers, acquisitions, public and private securities offerings and securities reporting, governance issues, general commercial agreements, technology-related issues, and matters involving state and federal banking laws, regulations and supervisory agencies. The firm also assists clients on the operations side of the financial services industry and, as outside general counsel for many banks and bank holding companies, SBBO attorneys help boards and management with strategic and risk management planning, and the execution of resulting strategies.
805 SW Broadway, Portland, OR 97205
Fred Peterson, firstname.lastname@example.org
Delivering a full spectrum of accounting, consulting, and wealth management services, we dive deep into each industry to bring greater contextual understanding to every engagement. As a result, conversations are more illuminating and solutions more precise. With an abiding sense of responsibility for our clients, our colleagues, and the future, we’re committed to delivering the highest level of professional integrity. Blending pragmatism with optimism, we help middle-market companies and individuals embrace emerging opportunity.
|Gill Capital Partners
600 South Cherry Street, Suite 800, Denver, CO 80246
John Winslow, email@example.com
130 East Kiowa Street, Suite 400, Colorado Springs, CO 80903
Wade Zirkle, firstname.lastname@example.org
For over a decade, BluePoint ATM has been mission-driven to provide banking clients with the best ATM services available. BluePoint specializes in complete branch ATM outsourcing solutions for community banks & credit unions across Colorado and beyond. BluePoint was founded in 2009, with a single ATM placement on Main Street in Edinburg, Virginia. As the company grew, it opened an office in Colorado to better serve the Western United States. Today, BluePoint manages a national network of ATMs and cash logistics routes. BluePoint provides:
|Preferred Lending Partners
1580 Logan Street, Suite 340, Denver, CO 80203
Juliene Wynn, email@example.com
Since 1984, Preferred Lending Partners is certified to participate in and provide small businesses access to funding through the SBA 504 loan program. The 504 program finances the purchase of owner occupied commercial real estate, equipment and machinery. We also are able to assist lenders who desire to extend credit under the SBA 7a Loan Program. The minimum down payment of 10% up to 20% on a financing package that is provided by a bank and SBA. The SBA piece of the financing offers a fixed rate for a term of 20 or 25 years. The August rates were 2.214% for 20-year 2.269 for25-year. The bank partner will establish their own rate and term. Preferred Lending Partners is committed to community development and job creation. Our mission is to enable small business to become fixtures in our community through access to low rate, long-term financing. We are able to assist borrowers throughout the State of Colorado who may otherwise be unable to obtain conventional debt financing. We are driven by honesty and integrity making us the partner you can trust to help your business thrive. Where we stand out is in our knowledge, responsiveness, approval timing and post-closing servicing.
|Golden Eagle Insurance
9145 Miller Road, NW, Johnstown, OH 43031
Jim Perry, firstname.lastname@example.org,
Golden Eagle Insurance is an industry leader in providing innovative blanket portfolio protection for lenders. We eliminate the headaches of tracking and force-placing insurance and enable your bank to save time and money with our customer-friendly, compliant Blanket 360 Insurance Program.
|Computer Services, Inc.
2420 17th Street, 3rd Floor, Denver, CO 80202
Rachael Schwartz, email@example.com
Incorporated in 1965 in Paducah, Kentucky, with six employees and three customer banks, CSI is now one of the nation’s largest fintech and regtech providers with dozens of locations and thousands of customers across the country. More than just a single-source technology provider, CSI is a trusted technology partner that strives for long-term relationships with financial institutions through increased growth, reduced risk, higher efficiency, and unmatched service. CSI’s innovative products and solutions include core processing, document delivery, payments processing, managed services, digital banking, risk management, and watch list screening. For more information about CSI, visit www.csiweb.com.
700 Colorado Boulevard, Suite 154, Denver, CO 80206
Jeff Williams, firstname.lastname@example.org
During these changing times, Spry is anchored as your partner for the future in community banking. Whether its traditional print, office supplies, bank specific items, or promotional needs Spry helps you market and manage your brand with absolute efficiency. We’re a brand optimization partner for our clients. We believe in the wisdom of disciplined budget management, smart solutions that win team compliance, and thoroughly efficient brand management. If your institution has a changeup in your current supplier on the horizon and your business continuity plan needs a revisit, or you know that budget season is going to preach the need for efficiencies and cost savings, Spry can be the answer to all of the above. During these changing times, Spry is anchored as your partner for the future in community banking. Whether its traditional print, office supplies, bank specific items, or promotional needs Spry helps you market and manage your brand with absolute efficiency. We’re a brand optimization partner for our clients. We believe in the wisdom of disciplined budget management, smart solutions that win team compliance, and thoroughly efficient brand management. If your institution has a changeup in your current supplier on the horizon and your business continuity plan needs a revisit, or you know that budget season is going to preach the need for efficiencies and cost savings, Spry can be the answer to all of the above.
1676 North California Boulevard, Suite 300, Walnut Creek, CA. 94596
888.399.1912 x 136, www.pcbb.com
Matt Helsing, email@example.com
Founded by community bankers in 1997, PCBB was created with the sole purpose of helping community-based financial institutions become stronger. Our goal was to create an organization that would provide fellow bankers with high-quality, competitively-priced correspondent banking solutions and personalized service. PCBB provides a comprehensive set of products and services covering multiple areas important to our customers, including: correspondent and commercial banking, hedging, and international. PCBB also offers a variety of advisory services ranging from asset liability management, relationship profitability, stress testing, and loan reserve analysis, including CECL. Our services are designed to help you compete more effectively, but we never compete against you for your own customers.
303 Terry Fox Drive, Ottawa, ON Canada
Jacquie Hardy, firstname.lastname@example.org
March Networks® helps financial institutions transform video into business intelligence through the integration of surveillance video, analytics and ATM/teller transaction data. More than 600 banks and credit unions worldwide use the company’s proven solutions to improve security, efficiency and compliance, reduce losses and risk, and enhance the customer experience. March Networks’ end-to-end product portfolio includes its powerful Command video management software featuring convenient centralized management and health monitoring tools. It also includes Searchlight, March Networks’ intelligent application software that dramatically speeds investigations by matching high-quality surveillance video with ATM/teller transaction data. Searchlight also helps financial institutions gather valuable metrics on marketing, operations and customer service with integrated people counting, dwell time, and queue length monitoring analytics. The March Networks solution for banking also includes powerful IP cameras – including a purpose-built ATM camera – cloud-based managed video network services, and the industry’s most reliable network video recorders (NVRs). March Networks’ recorders are feature-rich, Linux-based devices designed to record video 24/7. They are available in hybrid, tribrid or all-IP platforms.
|Colorado Housing and Finace Authority
1981 Blake Street, Denver, CO 80202
Wyatt Jones, email@example.com
6400 South Fiddlers Green Circle, Suite 1900
Greenwood Village, CO 80111, www.stinson.com
Deborah Bayles, firstname.lastname@example.org
Stinson LLP represents hundreds of financial institutions on a wide range of banking issues. Working closely with community, regional and large national banks throughout the U.S., Stinson attorneys have vast experience handling mergers and acquisitions, regulatory and operations matters, new product development, commercial lending deals, prepaid cards and payment systems, creditors' rights, bankruptcy issues and commercial and class action litigation. We stay informed on federal and state regulations to aid clients in effective compliance measures. Our attorneys provide sophisticated counsel on M&A transactions and the tax, ERISA, regulatory, real estate, and antitrust issues involved. Stinson has consistently been listed among the top firms in S&P Global Market Intelligence's bank and thrift legal advisor rankings based on the number of M&A transactions. For more information, please visit www.stinson.com.