3VR Security Inc a CBW Preferred Provider
www.3vr.com
475 Brannan Street, Suite 430
, San Francisco, CA 94107
415-495-5790
James Hudson, VP CrimeDex Service
415-495-5790
3VR CrimeDex is an online network dedicated to stopping crime in its many forms - including fraud, shoplifting, auto theft, organized retail theft, and other crimes. Over 2,500 members from law enforcement agencies, banks, and retailers use the CrimeDex platform to share information and collaborate to reduce crime and fraud in their communities. CrimeDex provides a searchable database containing thousands of profiles of known and suspected criminals as well as timely alerts relating to local, regional, and national crimes
425 W 2nd Avenue, Spokane WA 99201
509-624-3152
Jay T. Hunt, President
Nichole Betts, Marketing Assistant
Providing financial security equipment to banks for over 50 years. Allied is a privately owned company that built its reputation on prompt, personal, and professional service. Serving the Pacific Northwest with over 150 employees and specializing in design, installation, and service of independent community banks. Intrusion and fire alarms, CCTV, access control, UL Monitoring, safes valuts, drive through, safe deposit boxes, under counter steel, locksmithing, and 24 hours service.
2100 124th Ave NE, Suite 120, Bellevue WA 98005
866-319-1577
Ron Snyder, Regional Vice President
ron.snyder@alliedsolutions.net
866-319-1577
1151 Holmes Road, Mebane NC 27302
919-442-5347
Aubrey Meador, President
Jordan Waggle, Sales Coordinator
801-949-2774
Jonathan Goody
801-949-2774
David Prost
5000 LegacyDrive, Suite 230, Plano TX 75024
972-781-2020
Kathy Smith, President
360-573-3640
Bank Compensation Consulting comprises a core group of professionals that have over a decade of experience working with more than 500 community banks nationwide. BCC has developed expertise to help banks increase profitability and remain independent through simple as well as complex benefit and incentive programs. Our expertise includes comprehensive compensation consulting; customized incentive based plans for production officers and senior management; and Bank-Owned Life Insurance. BCC provides ongoing plan administration and monitoring, which include updated reviews of regulatory issues and continual service providing a “high touch” approach to our clients. Bank Compensation Consulting leads the industry with its approach to servicing its clients with a state of the art plan design that assists banks in attracting, retaining and rewarding their leaders through: compensation consulting; design and implementation of customized Executive and Director benefit plans; Bank-Owned Life Insurance (BOLI); and Ownership Succession Planning.
Bankers Dashboard
825 Fairways Court #200, Stockbridge GA 30281
Chris Bledsoe
Mark Nelson
8180 Greensboro Drive, Suite 785, McLean VA 22102
703-883-1100
John Breyer, President
703-883-1100 ext
Breyer & Associates PC specializes in the representation of community based financial institutions located throughout the United States. Our representation of financial institutions includes de novo and holding company formations, employee benefits, mergers and acquisitions, securities offerings, regulatory and compliance matters and the preparation of periodic federal securities reports.
Brown & Brown of Washington a CBW Preferred Provider
1145 Broadway Plaza, Suite 700, Tacoma WA 98402
253-396-5544
Donna Losch, Employee Benefit Consultant
253-396-5544
CBW Members have exclusive access to a statewide medical, dental, life and disability insurance program with best of breed carrier partners. The Trust has the same purchasing power as an employer with thousands of employees, providing stable and competitive pricing. The Trust offers a full suite of employee benefit plans designed to meet the needs of institutions both large and small.
610 N 39th, Yakima WA 98902
509-823-2910
David Cobia, Partner
david.cobia@cliftonlarsonallen.com
509-823-2955
Sean Jackson
714-255-2215
675 Placentia Ave, 1st Floor, Brea CA 92821
Mark Tomlinson
312-822-4831
333 S Wabash Ave, chicago IL 60604
Columbia Merchant Card Services
6202 Mt. Tahoma Drive, Lakewood WA 98499
800-900-1946
Diane Wasalino, Senior Vice President
800-900-1946
Pat Stetz, Vice President
800-900-1946
Merchant Card Services (Columbia Bank) is a Washington-based Agent Bank Program for merchant card deposit processing. We currently process for 38 local Community Banks in the Pacific Northwest market. Columbia’s Merchant Program has a reputation for delivering a high level of customer service that supports relationship banking. We are staffed with a premier team of credit card experts, trained, knowledgeable and experienced....a team that understands the importance of being committed to support of long-term business banking relationships. We offer the most current card industry processing solutions with competitive pricing for your customers. Our Service and Call Center is located in Washington State and your customers will notice the difference. Our program has proven record of returned earnings for our Partnership Program.
Compliance Services, Inc.
PO Box 237, Orting WA 98360
253-756-5767
Holly Wilson, Office Manager
253-756-5767
Computer Services, Inc. (CSI) a CBW Preferred Provider
3901 Technology Drive, Paducah KY 42001
800-525-4272
Bill Evers, Director Business Development
800-264-4272, ext 19224
CSI Web@Work portal solutions simplify the way data is accessed, shared and utilized, allowing you to enhance board and employee communication, increase productivity and decrease cost. CSI's Board Portal allows you to engage board members through a more efficient, cost-effective medium, providing directors with secure access to board materals. CSI's Corporate Intranet enhances employee communication, providing a secure online portal that centralizes communication across your entire institution.
159 S Lincoln, Suite 301, Spokane WA 99201
509-847-0100
Craig Sanders, President
509-847-0100
Contineo {con-ti-nayo} is a Professional Information Technology organization servicing financial institutions. We extend several key applications and technologies that are compliant with GLBA, as well as outsourced CIO services and certified Systems and Network Engineers to work onsite planning, designing, securing and maintaining computing networks from the desktop to our core internet data centers. Our mission is to reduce business expenses, increase revenue and drive productivity and profits for our clients.
5 Science Park 3rd Floor, New Haven CT 06511
888-932-6759
Robert Shaw, Regional VP of Sales
Brian Cook, President
5841 SE International Way, Milwaukie OR 97222
503-786-5173
Larry Sams, General Manager
301 30th St NE, Auburn WA 98001
206-304-2087
Corrigan & Company
322 N Nopal St., Santa Barbara CA 93103
Sean Conroy
D
8 Third Street North, Great Falls MT 59401
406-727-4200
Tom Hayes, Director
Deluxe Financial Services a CBW Preferred Provider
8871 S 4420 West
West Jordan, UT 84088
Joyce Short, Account Executive
800-332-4234 ext. 156 538
Deluxe Financial Services leads their industry in market share. They serve thousands of financial institutions of all sizes with a commitment of providing outstanding customer experiences. Those customer experiences translate directly into satisfaction, loyalty and revenue. The drive to deliver outstanding experiences pervades the entire Deluxe organization, from their world-class call centers and manufacturing facilities to their executive offices. Deluxe Financial Services builds on their in-depth knowledge of consumer preferences and check buying patterns to deliver measurable results. These results are tied to four key business objectives that matter most to the banking industry: enhance customer satisfaction; strengthen security; increasing revenue; improving efficiency and reduce costs
Elliott Cove Capital Management
1000 2nd Ave, Suite 1440, Seattle WA 98104
206-267-8683
Ralph Chiocco, Executive VP & COO
Elliott Cove Capital Management has created a dynamic program to satisfy the need of community banks to adapt and compete in today’s banking environment. Our mission is to leverage customer relationships to: enhance bank profitability, improve competitiveness, and provide market differentiation. We offer an expansion of the bank’s existing asset gathering and deposit products in the form of high quality investments and financial services that create a strong flow of immediate and recurring non-interest income to the bank. Our innovative training and leadership program make the Elliott Cove Capital Management concept easily understood, offered and implemented without changing the culture of the bank.
3415 NE 40th Avenue, Portland OR 97212
503-227-3816
Bill Gardiner
13925 Interurban Ave S, Suite 100, Seattle WA 98168
206-622-3731
Phil Eng, President
Evergreen Community Development Association is your team of SBA 504 & USDA Rural Loan experts - we offer two federal government loan programs to promote economic development. As the largest Certified Development Company in the Pacific Northwest, we partner with community banks to make loans under the SBA 504 loan program in the states of Alaska, Washington and Oregon. The 504 program helps small businesses finance the purchase of owner-occupied commercial real estate and major equipment. It provides them with long term, low fixed interest rates and up to 90% financing. Banks benefit through low loan-to-value ratios and the ability to gain additional revenue through the sale of the underlying first mortgage. We also offer a Rural Loan Fund through the USDA in select Washington State counties. This program is designed to provide access to capital that otherwise might be difficult to obtain and can provide gap financing in a junior lien position to create a bankable loan for a senior lender. Both programs offer partnering lenders low loan-to-value and CRA credit … and we do the government paperwork! Evergreen celebrates over 25 years of excellence.
Federal Home Loan Bank - Seattle
1001 4th Avenue, Suite 2600, Seattle WA 98154
206-340-2300
John Biestman, AVP/Business Development Manager
206-640-2473
PO box 3436, Portland OR 97208
Mary Lee
503-221-5903
Financial Education & Development
PO Box 1780, Helena MT 59624
Laurie Sponholz, President
406-442-2585
Cynthia Price, Account Executive Western Region
600 W OLympic Place, #201, Seattle WA 98119
206-374-8706
Scott Arneson, Sales Executive
15375 SE 30th Pl, Suite 110, Bellevue Wa 98007
425-562-9323
Fiserv ITI Outsourcing provides Core and Ancillary Module processing utilizing the proven software solution provided by a Fiserv-owned entity, Information Technology, Inc. (ITI). Fiserv provides comprehensive, integrated solutions to financial institutions in either a Service Bureau or Resource Management processing arrangement. Fiserv ITI Outsourcing provides support in areas of Training, Installations, Technical Support, eBanking Support, Network Support, Application Support and Relationship Management - all combined to deliver proven, state-of-the-art one-stop solution for data processing needs.
Fortner, Bayens, Levkulich & Co, PC
1099 18th St, Suite 2900, Denver CO 80202
303-296-6033
Charles Garrison
Foster Pepper PLLC
1111 3rd Ave, Suite 3400, Seattle WA 98101
John Bley
2801 Alaskan Way, Suite 300, Seattle WA 98121
206-340-9687
Steve Klein, Partner
Steve Miller, Partner
1 Tacoma Ave N, Suite 300, Tacoma Wa 98403
253-284-4417
Michael Raskasky, Partner
1629 Colonial Parkway, Inverness IL 60067
847-991-6622
Steven Hovde, President & CEO
ICBA (Independent Community Bankers of America)
1615 L St NW, Suite 900, Washington D. C. 20036
800-422-8439
Camden Fine, President & CEO
Aaron Stetter
ICBA Securities a CBW Preferred Provider
775 Ridge Lake Blvd Ste 175, Memphis TN 38120
800-422-6442
Jim Reber, President & CEO
901-762-5880
ICBA Securities provides community bankers with quality ivestment products, services, and education at competitive prices. Included are asset/liability and liquidity assistance, bond accounting and safekeeping, transaction analysis, performance profiles, and research assistance. ICBA Securities also has a mandated set of policies for the protection of the banker: rigorous sales rep requirements, a suitable security list, and a pricing policy that is determined by its Board of Directors (also community bankers)
Independent Bankers Insurance Services a CBW Preferred Provider
PO Box 1690, Chandler AZ 85244
480-375-1244
Pat Corey, Principal
IBIS specializes in bank-specific insurance. Regarded as among the best in the business by insurance carriers, competitors and clients alike, IBIS has built their company around product knowledge, customer dedication and seeking save banks money while providing top-notch coverage. IBIS currently contracts with nine admitted carriers and six surplus line carriers, and insures approximately 150 banks around the country. This includes the following broad lines of coverage: financial institution bond; directors & officers liability; and bank property insurance
James Grabicki & Associates, LLC
216 Sea Pines Road, Bellingham Wa 98229
360-301-1907
James Grabicki, Principal
1201 3rd Ave, Suite 3200, Seattle Wa 98101
206-623-1900
Glen Garrison, Partner
319 Diablo Road Ste 140 (PO Box 941), Danville CA 94526
925-838-9888
Kurt Kesler, President
Kibble & Prentice
601 Union St #100, Seattle WA 98101
206-676-5684
Todd Miller
1420 5th Ave, Suite 4100, Seattle WA 98101
206-223-7101
Malcolm Lindquist, Partner
Lane Powell is the largest, truly regional full-service law firm in the Pacific Northwest. Founded more than 125 years ago, the Firm provides insightful counsel to emerging and established businesses and individuals. Lane Powell has over 170 attorneys located throughout Washington, Oregon, Alaska, and London, England. Lane Powell maintains a strong tradition of providing lender representation involving a wide variety of diverse and complex banking and commercial finance matters. Lane Powell’s regional financial institution team is comprised of lawyers from many practice areas serving the legal needs of the banking industry. We represent both foreign and domestic lenders across a wide spectrum of matters ranging from deposit account security to employment related issues. Lane Powell’s financial institutions team is comprised of seasoned and knowledgeable attorneys who have a broad range of experience in the representation of financial institutions, insurance companies, pension funds and other institutional lenders. Our focus is on providing our clients with practical, timely counsel and effective litigation support.
PO box 11399, Bainbridge Island Wa 98110
206-842-4115
Les Childress, Owner
LC Financial Advisors, LLC, as part of its valuation and investment banking business, is regularly engaged in the valuation of community banks and their securities in connection with mergers and acquisitions, secondary distributions of listed and unlisted securities, private placements, and valuations for estate, corporate and other purposes include ESOPs, Sub Chapter S conversions, mutual to stock conversions and others.
11225 SE 6th , Suite 110, Bellevue WA 98004
425-818-2224
Larry Houk, VP Business Development
425-635-4721
925 4th Ave, Suite 3900, Seattle WA 98104
206-664-8860
Robert Rogowski
McAdams Wright Ragen is a regional investment firm serving the Pacific Northwest. Based in Seattle, with offices in Bellevue, WA and Portland, OR, the company manages over $2.5 billion in retail client asset through its brokers and advisors. An internal research department provides research coverage on northwest securities and national securities using a contrarian investment approach. Institutional clients around the country are served by a staff of institutional brokers and traders. A corporate finance department assists local companies with their investment banking needs. The department has particular expertise with community banks, assisting them with capital raising, bank valuations, strategic planning, branch sale/purchases and whole bank mergers and acquisitions.
Christie Bakker
600 University St #100, Seattle WA 98101
206-281-4444
Robert Best
1145 Broadway Plaza #900, Tacoma WA 98402
253-572-7111
We've been serving the financial services industry for more than 75 years. We partner with more than 2,000 financial services institutions including, banks, savings institutions, credit unions, finance companies, leasing companies, trust companies and mortgage banking companies. McGladrey & Pullen, LLP can assist you with audit and attest services, while RSM McGladrey can help you with branch performance improvement, business continuity planning, customer and product profitability, delivery channel optimization, information security, regulatory compliance assessment and internal audit.
920 N Argonne Road, Suite 200, Spokane Wa 99212
509-232-5639
Stephen Prince, Sales Channel Vice President
sprince@merchante-solutions.com
32 W Lancaster Ave, Downingtown PA 19335
610-518-7200
William Chatfield, President
w.chatfield@meyerchatfield.com
Jeff Green
2727 Colby Ave, Everett WA 98201
425-303-3017
John Hancock, Partner
805 SW Broadway, Suite 1200, Portland OR 97205
503-323-7386
Mike Thronson
601 W Riverside, Suite 1800, Spokane Wa 99201
509-777-0178
170 120th Ave NE, Suite 202
Bellevue, WA 98005
425-453-1105
Josh King
Northwest Business Development Association
9019 E Appleway Blvd, Suite 200, Spokane Valley WA 99212
509-458-8555
Gilbert Acevedo, President
Northwest Business Development Association partners with commercial lenders throughout Washington and North Idaho as a designated agent to help administer the U.S. Small Business Administration’s 504-debenture guarantee program.We understand entrepreneurs’ financial needs, especially when it comes to providing long term, fixed-rate financing on owner occupied commercial real estate and major capital equipment transactions. We can facilitate your client’s needed financial arrangements.
Northwest Construction Control, Inc.
6008 160th Ave E, Sumner WA 98443
253-862-8780
Keith Schlemlein, President
5201 Olympic Drive NW
Gig Harbor WA 98335
253-851-9612
Dave Schaefer
253-857-9610; 888-705-8778 ext. 1002
Orion First Financial, LLC, provides commercial lease and loan protfolio servicing and management, as well as advisory services to lenders and lessors in the commercial equipment finance industry. Orion provides the best comprehensive servicing solutions to clients and their customers including: monthly invoicing, payment processing, sales and property tax reporting, insurance tracking and customer service for commercial leases and loans; Collections, repossessions, remarketing, litigation and bankruptcy managements; Advisory services, including portfolio valuations, delinquency & loss analysis, due diligence consultation and support.
1001 SW 5th Avenue, #1550
Portland OR 97204
503-225-0375
Molly Whitmore, Marketing Director
Debi Ferguson, Vice President
300 Queen Anne Ave N #317, Seattle Wa 98109
206-378-1108
Steven Brown, President
340 Pine St, Suite 401, San Francisco CA 9410
Pacific Coast Bankers' Bank (PCBB) provides a comprehensive package of highly regarded cash management, capital market and loan services to the community banks in the seven western United States. Cash management services include Impound Account, Settlement Service, "As Agent" Fed Funds Program and International Payments. Loan services include participations bought and sold, loans to banks in organization, bank officer and director loans and loans to bank holding companies.
827 W First Ave #225, Spokane WA 99201
509-363-4025
Rick Zelinski, Director Bank Specialty Practice
Payne Financial Group offers CBW members the Northwest’s only bank specialty practice and exceptional bank-specific expertise in coverage analysis and negotiation, in a powerful claims advocacy, in risk management services, and in insurance based non-interest income programs.
Personnel Management Systems, Inc.
8259 122nd Ave NE #300, Kirkland WA 98033
425-576-1900 ext 203
Jack Goldberg, President
500 108th NE, Suite 780, Bellevue WA 98004
425-457-7470
Matthew Harestad, Senior Account Executive
mharestad@professionalcredit.com
425-457-7471
Joseph Hawes, President
Promontory Interfinancial Network, LLC a CBW Preferred Provider
1515 N Courthouse Road #1200, Arlington VA 22201
Reginald Boyce, Jr., Conference Manager
866-776-6426, et. 3465
Reginald Truman, Regional Director
866-776-6426, ext. 3448
1201 Pacific Avenue #1000, Tacoma WA 98402
253-310-4016
Brent Heilesen, Partner
Alex Rule, Partner
Q
9430 Research Blvd Bldg IV, Ste 120, Austin TX 78759
512-275-0072
Matt Flake, President & CEO
Mickey Goldwasser, VP Marketing
Resolution Asset Management
110 E 59th, 6th floor, New York NY 10022
Michael Gardner
Sandler O'Neill & Partners, LP
455 Market St #2070, Sanfrancisco CA 94105
415-978-5050
Al Glowasky
Joel Comer, Principal
Margurite Duffy, Managing Director
212-466-7788
919 3rd Ave, 6th Floor, New York NY 10022
SBS Trust Deed Network
31194 La Baya Dr, Westlake Village CA 91362
Rory Cambra
1851 Central Place S #225, Kent WA 98507
253-852-8500
Roger Jones
www.snlfinancial/communitybank
Julie Jones, Business Development Manager
434-951-4419
1 SNL Plaza, Charlottesville VA 22902
SNL Financial provides profiles on more than 20,000 US companies, including all publicly-traded banks and thrifts, privately-held institutions and credit unions. Use SNL to evaluate your balance sheet relative to peers and optimie your branch footprint and marketing strategy. Assess potential acquisitions and manage shareholder expectations with SNL. SNL provides a robust suite of tools to help community banks evaluate their performance and grow their business.
1201 Walnut ST, Ste 2900, Kansas City, MO 64106
Ernie J. Panasci, Partner
Robert C Monroe, Partner
Kristin Godfrey, Partner
David Stovall
500 W 7th ST #900, Fort Worth TX 98199
817-632-2500
3024 21st Ave W Suite B, Seattle WA 98199
206-291-8272
SGA Consulting LLC
Cathy Reines
The Driftmier Architects
7983 Leary Way NE, Redmond WA 98052
Rick Driftmier
Travelers Insurance a CBW Preferred Provider
Michael Utech, Managing Director
206-326-4255
Pete Verretto, Account Executive
206-326-4258
1501 4th Ave #1650, Seattle WA 98101
Richard Lacy
210-527-2899
PO Box 65100, San Antonio TX 78265
Travelers Insurance Company provides all lines of insurance protection designed for Community Banks. Coverage includes Financial Institution Bonds, Directors & Officers Coverage, Property & Liability Coverage, various forms of Errors & Omissions Coverage as well as a variety of products to address specific e-banking exposures.
10200 Quil Ceda Blvd, Tulalip WA 98271
360-716-6000 or 888-272-1111
Tracy Banfield, National Sales Manager
360-716-6510
750 Fairmont Ave, 2nd Floor, Glendale CA 91203
800-324-8323
Yvette Acevedo, Director of Client Leads
800-324-8323 ex 4119
Thomas Wesh, Regional Manager, NW
2117 W Dogwood Ave, Anaheim CA 92801
949-266-4797
Mario Fairfax, Owner
Uniforms by Design (UBD) specializes in high quality logo wear, uniforms and specialty items from corporate gifts to giveaways. UBD combines first-rate apparel and specialties with superior logo rendering, 100% satisfaction guarantee on every order. CBW members receive a 5% discount on every order, as well as a 5% discount to their customers.
Rick Smith, Regional Vice President
1800 Blankenship Rd, Suite 200, West Linn OR 97068
503-722-7753
Charles Hokans, SVP Chief Marketing Officer
1650 W 82nd St #1500, Bloomington MN 55431
952-885-9494
8600 Governors Hill Dr, Cincinnati OH 45249
406-855-3679
Nancy Brook, Business Development Executive
17318 E Foothills Road, spokane Wa 99217
509-465-4260
Joe Haley, Senior Vice President
Vining-Sparks IBG, Limited Partnership (Vining Sparks) is nationally recognized as a leading broker/dealer in serving the investment needs of institutional investors. It has offices throughout the United States and an international office in London with headquarters in Memphis, Tennessee. Vining Sparks employs 160 registered representatives and 25 traders who serve over 4,400 customers. This customer base consists of depository institutions, insurance companies and money managers internationally, as well as Municipalities across the United States.
Washington Economic Development Finance Authority
1000 2nd Ave #2700, Seattle WA 98104
206-587-56934
Rodney Wendt, Executive Director
Washington State Housing Finance Commission
1000 2nd Ave #2700, Seattle WA 98104
206-287-4416
Tia Peycheff, Director of Capital Projects Division
422 W. Riverside, Suite 1100, Spokane WA 99201
509-624-5265
Richard A. Repp, Principal
WoodPhan & Associates (Arc Media Studios)
www.woodphan.com (www.arcmediastudios.com)
5729 145th Place SW, Edmonds WA 98026
206-246-4068
Wes Wood, Director
Arc Media Studios creates inspiring digital content through video, mobile, and web production for inspiring companies & agencies. We also provide services in print and graphic design. Past clients include AT&T, Microsoft, Ford, & American Cancer Society
3913 Oriental Drive NE, Olympia WA 98506
360-456-6477
Gerry Zachary, Bank Consultant