Friday, January 21, 2022

oklabankers

RSM US, LLP

RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business …

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Finley & Cook CPAs

Established in 1947, Finley & Cook, PLLC is one of Oklahoma’s premier accounting firms specializing in Full Scope Audits, Internal Audits, Income Tax Preparation, and Consulting including Evaluations and Analysis of Sub-S Elections. CONTACT INFORMATION: 1421 East 45th Street Shawnee, OK  74804 Phone: (405) 878-7381 Fax: (405) 395-3300 Contact: Tim Barnes Email: tbarnes@finley-cook.com Website: www.finley-cook.com

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BKD CPAs & Advisors

BKD is a national firm with a local comprehensive banking practice. Services include internal audit, tax, compliance, cyber security, strategic & financial planning, loan review and valuation resources. The Oklahoma Financial Services team is dedicated to servicing over 65 Oklahoma community banks. BKD provides various training programs through OBA, including annual Banking Symposium, bi-annual Internal Audit Seminar, CECL Workshops and …

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Week of Jan. 8

In This Issue… • Greetings from Guy • ABA shares preliminary analysis of tax reform • Fed report on rural employer firms confirms importance of small banks • Credit union regulator to head CFPB? • Government Relations Council, OBA board to meet • OBA Bankers’ Night Out programs ready for spring • Register for OBA’s 2018 Contact Banker Program • OBA …

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Alias

Headquartered in Oklahoma City, we are a private cybersecurity firm that specializes in FFIEC compliance and security. Our certified Security Engineers routinely work with banks across the state performing IT Audits, Penetration Tests, Social Engineering, Monitoring of IDS/IPS, SIEM Solution, Security Training Classes for Bank staff and Incident Response for data leaks in information security investigations/breaches. Alias also assists community …

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Fenimore Kay Harrison

Fenimore Kay Harrison is a boutique law firm focusing on independent Banks. The firm provides legal services to banks, thrifts and other financial institutions, as well as their investors, directors, directors and executive officers in a full range of corporate, transactional, securities and regulatory matters confronting the financial services industry. CONTACT INFORMATION: 812 San Antonio Street, Suite 600 Austin, TX …

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Advantage Health Plans Trust

Advantage Health Plans Trust has been providing benefits for community banks for nearly 40 years. AHPT focuses on: healthcare value & transparency education, outstanding customer service, compliance & regulation assistance, community involvement, and fostering an ownership mentality of this banker-owned health program. CONTACT INFORMATION: Contact: Jeremy Atkinson 13431 Broadway Ext., Suite 130 Oklahoma City, OK 73114 Phone: (405) 521-1711 Mobile: (580) 243-8515 …

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INSURICA Insurance Management Network

INSURICA’s Financial Practice Group offers specialized solutions to financial institutions. From community banks to large commercial lenders, we utilize a unique approach to providing insurance and risk management by investing in you to understand your industry and your business. CONTACT INFORMATION: 5100 N Classen #300 Oklahoma City, OK 73118 Phone: (405) 556-2249 Contact: Brandon Peck Email: brandon.peck@insurica.com Website: www.insurica.com

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D. A. Davidson & Company

Investment bank and institutional fixed income sales. CONTACT INFORMATION: 1550 Market Street, Suite 300 Denver, CO 80202 Phone: (800) 268-6459 Direct: (303) 764-5754 Contact: Jim Rice, Managing Director, Sales & Taxable Trading Manager Email: jrice@dadco.com Website: www.dadavidson.com

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Have your bankers, coworkers attended OBA Intermediate School?

Stacked coins

Have your bankers and/or coworkers attended the OBA Intermediate School? If the answer is “no,” then NOW is the time to think about it! The 2018 OBA Intermediate School takes place over two week-long session on Feb. 5-9 and June 4-8. This incredibly important school is designed to prepare students to serve effectively and profitably the needs and desires of their banks …

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