Thursday, March 28, 2024

Strategic Members

Spencer Fane LLP

National law firm focusing on all legal and regulatory issues affecting banks and financial institutions. CONTACT INFORMATION: Contact: Patrice Douglas 9400 N. Broadway Extension, Suite 600 Oklahoma City, OK 73114 Phone: (405) 844-9900 Email: pdouglas@spencerfane.com Website: www.spencerfane.com   

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REI Oklahoma

Certified Development Company for SBA 504, USDA Meat & Poultry lender, SBA microloan lender, New Market Tax Credit allocatee. Also provide home buyer incentive programs, as well as diversified business development services. CONTACT INFORMATION: 2912 Enterprise Drive Durant, OK  74701 Phone: (800) 658-2823 Fax: (580) 920-2745 Contact: Debbie Partin Email: dpartin@reiok.org Website: http://www.reiok.org

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David Capital Partners, Inc.

David Capital Partners, Inc. is a life insurance and financial services firm dedicated to BOLI (Bank Owned Life Insurance) business and focused on consulting with community and regional banks. The team offers over 60 years of combined experience and expertise in the BOLI marketplace and non-qualified benefit space. We increase bank earnings and shareholder value to fund benefit liabilities. Our …

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Fortner Bayens, PC

We provide accounting and consulting services exclusively to independent banks throughout the United States. Services include audit/directors’ examinations, tax preparation and trust services, regulatory compliance, mergers and acquisitions. We also provide loan reviews and due diligence, strategic planning, IT/EDP examinations, selecting data processing systems and profitability analysis.   CONTACT INFORMATION: 1580 Lincoln Street, Suite 700 Denver, CO 80203 Phone: (303) …

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JMARK

JMARK, a veteran-owned IT services provider with over 120 employees, has been delivering industry-leading managed IT services across the U.S. for over 35 years. With a focus on helping businesses protect their operations and grow, JMARK places a strong emphasis on a “People First, Technology Second” approach. This philosophy underpins their mission to empower individuals, fostering growth, innovation, and success …

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FHLBank Topeka

FHLBank Topeka is a highly rated wholesale lender that provides liquidity and funding for our members to support housing, economic development and asset/liability management. The cooperative nature of FHLBank Topeka, which is owned by its member financial institutions, enables it to provide competitive funding as well as letters of credit, secondary mortgage products, overnight deposits, demand deposit accounts and safekeeping …

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Hunton Andrews Kurth LLP

Hunton Andrews Kurth LLP has counseled institutions on more than 400  M&A transactions and dozens of nonbank acquisitions.  The group is No. 3 in cumulative M&A transactions since 2000.  The firm assists on regulatory matters, IT and customer agreements, securities offerings, capital planning, cybersecurity, compliance and BSA/AML issues, dozens of IPOs and secondary offerings, over 100 de novo bank charters …

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BHG Financial

Since 2001, BHG Financial has originated more than $17 billion in loan solutions to top-quality borrowers, which community banks can purchase via the BHG Loan Hub. To date, over 1,600 bank partners have trusted in this program as a proven source of interest income and diversification for their bank. CONTACT INFORMATION: Contact: Thomas Badolato 201 Solar Street Syracuse, NY 13204 …

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RSM US, LLP

RSM US LLP’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class assurance, 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 …

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FORVIS

FORVIS, LLP ranks among the nation’s top 10 professional services firms. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our FORward VISion to deliver unmatched client experiences. Offering an array of services—including audit and tax, internal audit, regulatory compliance, loan review, CECL consulting, cybersecurity, M&A …

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