We Wish to Welcome and Thank Our Newest Associate Members

ADT Commercial LLC
Mr. Gary Guerrero
Business Development Manager
[email protected]
www.adt.com/commercial
(210) 850-9974
814 Arion Pkwy.
San Antonio, TX 78216-2835
ADT has invested in our commercial security business by making key acquisitions to assemble the top financial services system integrators in the U.S. to provide a holistic approach to the challenges of the financial services industry. ADT is a full-service bank equipment provider with a comprehensive suite of security, fire, video, pneumatic drive-up, ATMs, ITMs, TCRs and managed service solutions backed by a customer-focused service offering.

Argent Software
Mr. Joseph Shin
Executive Vice President
[email protected]
www.argent.com
(646) 583-1137
30 Wall St., Fl 8
New York, NY 10005-2205
Argent provides a comprehensive and cost-effective IT management solution to tackle all avenues of day-to-day operations. With Argent’s proprietary automation platform, all critical aspects of each environment from servers, applications, network, data management and job scheduling needs are at your fingertips. Argent’s platform gives financial institutions — regardless of size or infrastructure complexity — the ability to proactively manage and automate the performance of their entire IT landscape, conventional or hybrid.

Associated Bank – Foreign Exchange
Ms. Whitney Banker
AVP, Foreign Exchange Sales
[email protected]
www.associatedbank.com
(800) 320-5442
433 Main St.
Green Bay, WI 54301-5114
Associated Bank is focused on providing foreign exchange services throughout all of Texas. In May 2020, we partnered with Fiserv to become a foreign exchange provider on the Payments Exchange (formally WireXchange) platform. We have provided Capital Market services for over 20 years, including interest rate and commodity derivatives and foreign exchange services for businesses and correspondent financial institutions.

Baker Tilly US, LLP
Ms. Tanya Thomas
Partner
[email protected]
www.bakertilly.com
(972) 748-0515
2500 Dallas Pkwy
Ste 300
Plano, TX 75093-4872
Baker Tilly US, LLP, the ninth largest advisory CPA firm, provides more than 1,000 financial services organizations with a genuine coast-to-coast and global advantage. Our banking and capital markets professionals will work with you to solve your financial and operational challenges: internal audit, compliance, risk, technology, fintech, digital assets and more. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and advisory firms in 148 territories.

BancAlliance
Mr. Murray Regan
Vice President
[email protected]
www.bancalliance.com
(713) 409-1492
4445 Willard Ave
Ste 1100
Chevy Chase, MD 20815-3695
BancAlliance is a network of over 300 community banks throughout the country. BancAlliance offers efficient and easy access to its commercial loan program, consumer loan program and small business lending program through membership. There is no upfront fee to join and fees are only payable to the extent members participate in a BancAlliance opportunity.

BankLabs
Mr. Gregory A. Hargis
Managing Director
[email protected]
https://banklabs.com
(972) 251-3518
3010 Lyndon B Johnson Fwy., Ste 415
Dallas, TX 75234-7770
BankLabs is a multi-product fintech organization offering cloud-based and mobile platforms including Participate — a balance sheet management and loan participation — and Construct — a construction loan automation tool. These platforms generate new fee income, attract deposits and create loan volume. We strengthen community-oriented financial institutions with state-of-the-art technology that enhances in-market relationship banking.

Berkley Financial Specialists
Ms. Tonya Lusk
Director
[email protected]
www.berkleyfs.com
(410) 337-9260
849 Fairmount Ave., Ste 301
Towson, MD 21286-2698
Berkley Financial Specialists, a Berkley Company, is dedicated to providing customized, comprehensive insurance solutions and outstanding personalized service to financial institutions. We offer specialized management liability and fidelity coverages. Berkley Crime, a division of Berkley Financial Specialists, is focused exclusively on providing crime-related insurance products for commercial organizations, financial institutions and governmental entities.

Burning Tree Programs
Mr. Eric Button
Family Support/Sr. National Business Development
[email protected]
www.burningtree.com
(972) 962-7374
2837 County Road 101
Kaufman, TX 75142-6613
Through our unique short- and long-term drug rehabs and alcoholism treatment planning, we believe that alcoholics and addicts can learn to live a life of excellence beyond sobriety filled with self-respect, sincerity and responsibility. Families can achieve true FREEDOM with our curriculum and innovative treatment based on spiritual principles that treat the whole person, which utilize proven medical and mental health interventions. We have tried and true experience of success navigating family situations around addiction since 1999.

Check Printing Contract Consulting
Mr. Jim Schartman
President & Co-Founder
[email protected]
www.checkprintingconsulting.org
(216) 970-0105
499 Locklie Dr.
Cleveland, OH 44143-1546
Check Printing Contract Consulting (CPCC) negotiates check printing agreements on behalf of banks. Its principal was a top sales performer for one of the country’s largest check printers for nearly 33 years. Since early 2015, more than 200 institutions have chosen CPCC to impartially negotiate their next check printing agreement. A bank with 30,000 checking accounts would typically enjoy five-year total contract savings of $400,000 or more.

Data Business Equipment, Inc.
Mr. Scott Milliken
VP of Sales
[email protected]
www.databusinessequipment.com
(800) 373-3000
1930 Alpha Dr., Ste 300
Rockwall, TX 75087
Data Business Equipment, Inc. (DBE), a family-owned company rooted in exceptional service, has been bringing transforming solutions to the market since 1968. DBE supports our clients through differentiating products and services to improve their position in the market. From thoughtful solution consultation to implementation, service and ongoing support, everything DBE does is designed to drive the best possible experience and outcomes for our clients.

Eval.com
Mr. Scott Cotton
Chief Operations Officer
[email protected]
www.eval.com
232 E 2nd St., Ste 201
Casper, WY 82601-2544
Eval.com provides lenders with real estate evaluation reports for use in federally regulated lending transactions. Our reports are prepared by analysts who gain the necessary education, competency and experience through our training and mentorship program, where they work directly with appraisers to learn the art of commercial, agricultural and residential property valuation in markets across the U.S. We utilize the best market data making our final product the highest quality available in the marketplace.

Heart of Texas Shred
Mr. James Lankford, CPA
Chief Executive Officer
[email protected]
www.hotshred.net
(254) 826-2069
390 S McLennan Loop
Elm Mott, TX 76640-3725
Heart Of Texas (HOT) Shred is a NAID AAA certified document and information destruction firm serving the state of Texas. We pride ourselves on providing outstanding customer support and service by way of quick response times to clients together with the most secure and trustworthy destruction of confidential and sensitive information. We offer both on-site and off-site services.

HID Global
Ms. Felicia Larsson
Marketing Communications Manager
[email protected]
www.hidglobal.com
(512) 776-9000
611 Center Ridge Dr.
Austin, TX 78753-1013
HID Global powers the trusted identities of the world’s people, places and things, allowing people to transact safely, work productively and travel freely. Our solutions connect things that can be identified, verified and tracked digitally. We work with governments, hospitals, educational and financial institutions and industrial organizations. HID Global is an ASSA ABLOY Group brand headquartered in Austin, TX, with over 4,000 employees and international offices supporting more than 100 countries.

INTEGRA Software Systems
Ms. Adelaide Farrar
Sales Operations
[email protected]
www.integraloantech.com
(615) 595-0900
117 Seaboard Ln., Ste F290
Franklin, TN 37067-2857
INTEGRA Software Systems, a Loan Origination Software provider, has been changing the landscape of lending technology since 1996. Web-based EPIC has streamlined the lending process by fully supporting all lending business channels: consumer, commercial, retail mortgage, wholesale and correspondent. INTEGRA’s single focus is loan origination technology. Fully supported in the U.S.A., EPIC offers seamless integrations for your lending needs as well as an advanced API which allows integration to new, innovative technologies in the industry.

LightEdge Solutions
Ms. Shawn Rielly
Marketing Coordinator
[email protected]
www.lightedge.com
(515) 471-1229
909 Locust St., Ste 301
Des Moines, IA 50309-2814
LightEdge is a compliant cloud and colocation provider focused on serving the most highly-regulated industries, such as financial services and healthcare. They offer a full stack of best-in-class, compliant IT services to provide flexibility, security and control for any stage of their clients’ technology roadmaps. Their solutions include premier colocation, private Infrastructure as a Service and cloud platforms, and the top global security and compliance measures.
Lively

Mr. Adam Berry
Business Development Manager
[email protected]
www.livelyme.com
(208) 724-0309
301 Howard St., Ste 550
San Francisco, CA 94105-6667
HSA deposits present a unique opportunity for banks to boost revenue and generate relationships on both the commercial and retail sides of the institution. But not all HSA solutions are equal. Lively’s modern technology makes it easy for banks to deliver a high quality experience and stand out against the competition. Contact Lively to learn how you can leverage HSAs to drive new traffic through your branches, grow AUM and general revenue across multiple product lines.

Midwest Housing Equity Group
Ms. Andrea Frymire
VP – Community Investments
[email protected]
www.mheginc.com
(402) 334-8899
515 N 162nd Ave., Ste 202
Omaha, NE 68118-2540
Midwest Housing Equity Group, Inc. is a nonprofit corporation founded in 1993. We help our bank partners meet their CRA requirements and earn a market rate of return on their investment activities. Specifically, we raise equity capital from financial institutions and invest that capital into multifamily developments financed with federal affordable housing tax credits. Since inception, Midwest Housing has raised $2.7 billion in capital and created more than 22,000 safe, quality affordable rental homes.

MountainView Risk & Analytics
Mr. Nathaniel Eidt
Senior Director
[email protected]
www.mountainviewra.com
(303) 633-4795
1099 18th St., Ste 2800
Denver, CO 80202-0002
Mountainview Risk & Analytics is the leading provider of model risk management and deposit and loan behavior analytics to financial institutions. Our team of industry experts are dedicated to providing leading model risk management and core deposit solutions that help financial institutions identify, rate and optimize risk, building better, more profitable businesses. We empower our partners to make informed and confident decisions leveraging our unrivaled depth of expertise, dedication, and market knowledge.

Neostella
Ms. Lisa Bevington
Marketing Manager
[email protected]
www.neostella.com
(414) 403-6082
325 E. Chicago St., 5th Floor
Milwaukee, WI 53202
Neostella is a global automation consulting, implementation and development firm offering UiPath RPA, custom development services and more. We take a customer-centric approach and work closely with our clients to identify opportunities to improve efficiency, refine processes and create solutions designed to meet the unique needs of their individual businesses. We have extensive background and experience working with financial services institutions, including a deep roster of community banks.

Promontory MortgagePath LLC
Mr. Paul Katz
Managing Director, Head of Bank Relations
[email protected]
www.mortgagepath.com
(212) 652-3511
801 17th St. S
Washington, D.C. 20006
Promontory MortgagePath offers mortgage technology and end-to-end fulfillment services that help community banks and small- to mid-size mortgage lenders build franchise value and expand relationships with their customers. Our solutions give community-focused financial institutions a mortgage business that can withstand all market conditions by providing the technology, including a POS and LOS, and back-office operational support, such as processors, underwriters and closers, required to profitably grow their businesses.

SolCyber
Mr. Jon Kabrud
Head of Sales
[email protected]
www.solcyber.com
(214) 432-3133
1919 McKinney Ave., Ste 200
Dallas, TX 75201
SolCyber believes all companies should have access to Fortune-100 level cybersecurity. However, most organizations struggle to achieve this. We’ve simplified managed security by removing the enormous effort required to manage multiple vendor technologies, including integration and ongoing support. Our customers receive best-in-class protection that is faster, simpler and more affordable to deploy. All SolCyber customers receive a foundational set of capabilities including advanced email, managed detection and response, ransomware assessment and training, privileged escalation protection and managed SOC services.

Teremark CIO Partners
Mr. Mark Blazek
President & CEO
[email protected]
www.teremarkcio.com
(210) 792-7799
13423 Blanco Rd., Ste 531
San Antonio, TX 78216-2192
Teremark CIO Partners is an on-demand technology leadership firm comprised of CIO, CTO and CISO professionals with experience at some of the largest banks. We deliver proven technology leadership services to small- and medium-sized banks. We know that it is expensive and risky to acquire permanent CxO technology leaders. Teremark exists to give you flexible and affordable technology leadership options that are effective and customizable to your specific situation or need.

Wipfli LLP
Ms. Mary Boortz
Administrative Manager
[email protected]
www.wipfli.com
(715) 858-6677
1000 W. Innovation Dr., Ste 250
Milwaukee, WI 53226
Wipfli LLP ranks among the top 20 accounting and business consulting firms in the nation. For more than 90 years, our financial institutions practice has educated, advised and assisted financial institutions in the successful navigation of the complex and ever-changing environment they face. Let our professionals assist you with your regulatory compliance, profit improvement, risk management, strategic planning/board development, IT services/cybersecurity, digital transformation, HR consulting and audit and tax needs.