Associate Member Directory by Category

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Auditing & CPA Firms

AuditOne, LLC
Celeste Burton
(818) 425-3109 

BDO USA LLP
Paul Bridge
(509) 462-8934 

BKD CPA’s & Advisors
Bud Hollenkamp
(303) 861-4545

Crowe, LLP
Mike Van Duyn
(916) 492-5136  

Eide Bailly LLP
Gary Smith
(303) 586-8510

Grant Thornton LLP
Hilla Gold
(213) 596-8484

Lane Powell PC
Kenny Haglund
(503) 778- 2148

Mark Boomgaarden CPA, LLC
Mark Boomgaarden
(507) 931-7914

Moss Adams LLP
Derek Criswell
(916) 503-8115

PayNet, Inc.
Kyle O’Grady
(847)745- 6124

RSM US LLP
Dan Shumovich
(626)405-4287

Squar Milner
Adam Bullock
(949) 222-2999

Vavrinek, Trine, Day & Co, LLP
Ron White
(909) 466- 4410

Wipfli LLP
Mary Boortz
(715) 858-6677

Bank Equipment/Supplies

Office Depot 
Robert McGuire
(415) 356-5701

BOLI – Executive & Director Benefits

Bank Compensation Consulting
Steven Marlow
(314) 746-2807

Equias Alliance 
Eric Johnsen
(831) 214-0964
 

BSA/AML

Abrigo
Jill Cacic
(512) 279-5715 

Verafin
Serena Pike 
(877) 368-9986 ext 3143

Commercial Credit

Orion Credit Solutions
Tiffany Palmer 
(303) 710-4416

Commercial Loan Review Services

CEIS Review, Inc.
Justin Hill
(888) 967- 7380

Compensation/Executive Plans

Bank Compensation Consulting
Steven Marlow
(314) 746-2807

EBS
Jeffrey Peterson
(415) 733-6540

Pearl Meyer & Partners
Dan Wetzel
(213) 438-6515

Compliance

Capco
Jason Spelliscy
(208) 258-1930

Wolters Kluwer® 
Jim Mallett
(800) 397-2341
James.Mallett@wolterskluwer.com​

Consulting Firms


Blanchard Consulting Group
Mike Blanchard
(678) 461-9016

Center for Practical Management
Kris Rocky
(320) 291.9025


Extraco Consulting
Lindsay Green
(254) 751-8842

Financial Services Advisory Partners, LLC
Darren Graeler
(714) 330-9324

Stephens, Inc.
Jimmy Troy
(415) 548-6902

RLR Management Consulting, Inc.
Ruth Razook
(760) 200-4800

Robb Evans & Associates LLC
Robb Evans
(818) 768-8100

Sabal Financial Group L.P.
Ingrid Vallon
(949) 517-0842

Strategic Resource Management (SRM)
Ken Hayes
(815) 899-1104  

The Invictus Group
George Dean Callas 
(718) 219-0441

Turner, Warren, Hwang & Conrad AC
Kian Moshirzadeh
(800)774-1717

Vitex, Inc.
David Powell
(704) 663-2544

Core Processing

Computer Services, Inc.
Zaid Akhter
(800) 545-4274

DCI- Data Center, Inc.
Keith Thompson
(620) 694- 1157

FPS Gold
Matt DiVisser
(800) 272-4653

Jack Henry & Associates, Inc.
Dennis Jones
(417) 235-6652

MANTL
Mike Bosserman
(646) 791-1757

Credit Rating Agency

Standard & Poor’s Financial Services Ratings
Joshua Buksbaum
(212) 438-2089

Digital Banking

Apiture
Ashley Conne
(480) 201- 4872

ModusBox
Brad Allen
(425) 591-3373

Q2
Janine Kasper
(512) 560- 3674

Wolters Kluwer® 
Jim Mallett
(800) 397-2341
James.Mallett@wolterskluwer.com​

Executive Search / Leadership Consulting

Chrisman & Company
Timothy Chrisman
(213) 620-1192

Financial Services/Investment Banking

D.A. Davidson & Co.
Ramsey Gregg
(714) 850-8349

Elliot Cove Capital Management
Ralph Chiocco
(206) 267-2683

FTN Financial
Trae Winston
(901) 435-8757

Piper Jaffray & Co.
Kalan MacGinley 
(415) 616-1616

Promontory Interfinancial Network, LLC
Steve Skinner 
(703)292-3445 

Reich & Tang
Tim Kotsmith
(212) 830-5360

RW Baird & Co.
Johanna Perrini
(414) 298-7780 
 

Financing Solutions (Industry Specific)

BancLeasing, LLC
Mark Buchanan
(214) 778-1843

Bankers Healthcare Group
James Crawford
(315) 671-4134 

Federal Home Loan Bank of Des Moines
John Biestman
(206) 913-8430

Federal Home Loan Bank of San Francisco
Amy Stewart
(415) 616-2605

Holman Capital
Lance Holman
(949) 981-0237

PMA Funding
Todd Terrazas 
(630) 657- 6459

Wolters Kluwer® 
Jim Mallett
(800) 397-2341
James.Mallett@wolterskluwer.com​

Woodside Credit LLC
Roger Kirwan
(949) 717-5100

Hospitality/ Brokerage Firm

Atlas Hospitality Group
Justin Myers
(949) 622- 3403 
 

Human Resources / Benefit Plan



Banker Benefits
(916) 438-4448

EW Business Partners, Inc.
Sandra Dickerson
(925) 249-9740  

RSJ/Swenson
Eric Swenson
(310) 429-3110

Insurance

Berkley FinSecure
Peter Verretto
(206) 802-3076

Financial Guaranty Insurance Brokers
Francis Joseph Scully, III
(626) 793-3330

IBIS Insurance Services, Inc.
Justin Corey
(480) 663-3778

InterWest Insurance Services, Inc.
Michael Farris
(530) 897-3145
 

Law Firm

Aldrich & Bonnefin, PLC
Mark Aldrich
(949) 474-1944

Boutin Jones, LLC
Jarrod Burch
(916) 321-444

Buchalter Nemer
Neil Rubenstein
(415) 227-3559

Bryan Cave, LLP
Dan Wheeler 
(415) 675-3472

Covington & Burling LLP
Michael Reed
(202) 662-5988

Dinsmore & Shohl LLP 
John Bowman
(202) 372- 9107

Duane Morris LLP
Arthur Coren
(213) 689- 7460 

Frandzel Robins Bloom & Csato, LC
Patricia Trendacosta
(323) 852-1000 x203

Gerrish Smith Tuck PC
Philip Smith
(901) 767-0900

Goodwin Procter LLP
William Mayer
(617) 570-1534

Hogan Lovells LLP
Richard Schaberg
(202) 637- 7179

Holland & Knight LLP
Jeffrey Haas
(213)896-2515

Hopkins & Carley
Ross Adler 
(408) 299.1302 

Keesal, Young & Logan
Sandor Mayuga
(562) 436-2000

King, Holmes, Paterno & Berliner, LLP
Keith Holmes
(310) 282-8932

Kraft Opich, LLP
Marty Opich
(916) 880-3040

Luse Gorman, PC
Jeffrey Cardone
(202) 274- 2033

Manatt, Phelps & Phillips, LLP
Tom Phelps
(714) 371-2520

Miller Starr Regalia
Karl Geier
(925) 935-9400

Morrison & Foerster LLP
James McGuire
(415) 268-7000

Norton Rose Fulbright
Michael Keeley
(214) 855-3906

Parker, Milliken, Clark, O’Hara & Samuelian
Larry Ivanjack
(213) 683-6500

Pillsbury Winthrop Shaw Pittman LLP
Rodney Peck
(415) 983-1516

Prenovost Normandin Bergh & Dawe, APC
Thomas Prenovost
(714) 547-2444 

Raymond James
Aaron DiRusso
(646) 696.8760 

Severson & Werson, P.C.
Andrew Elliott
(415)677-5542

Stuart Moore Staub
John Stuart
(805) 545-8590

Wright, Finlay & Zak, LLP
T. Robert Finlay
(949) 477- 5056

Lending Solutions

CDC Capital Markets
Tony Barengo
(619) 243-8629

nCino
Patrick Harris 
(910) 471- 0151

Wolters Kluwer® 
Jim Mallett
(800) 397-2341
James.Mallett@wolterskluwer.com​

Mortgage Services

CDC Capital Markets
Tony Barengo
(619) 243-8629

Freddie Mac
Deah Shaw
(202) 434- 8616

T.D. Service Financial Corporation 
Regina Estrada
(714) 480-5409

Windsor Mortgage Solutions
Tyrel Kool
(605) 271- 1921 

Wolters Kluwer® 
Jim Mallett
(800) 397-2341
James.Mallett@wolterskluwer.com​

Payment Solutions, Marketing Services

Elan Advisory Services
Beth McGinty
(360) 325-3940

Harland Clarke
Karen Alvarez
(714) 562-9185

Mastercard Worldwide
Patrick Dwyer
(914) 249-3056

ModusBox
Brad Allen
(425) 591-3373

PULSE, A Discover Company
Rich Green
(601) 790-7853

UMS Banking
Lea Terzian
(800) 324-8323 ext.106

VISA USA, Inc. 
Paul Russinoff
(650) 432-3200

Real Estate

 Wilshire Finance Partners
Don Pelgrim
(310) 736-1370

Risk Management

Capco
Jason Spelliscy
(208) 258-1930

Darling Consulting Group
Mark Haberland
(508) 237- 2473

FIS
Jamie Gaeth
(414) 357-5638

Risk Management Group of Mazars USA LLP
Janice Ballester
(949) 348- 7370 x2

Strunk LLC
Mike Sobba
(800) 728-3116

The KeyState Companies
Josh Miller
(702) 598-3738 

WolfPAC Integrated Risk Management
Michael Cohn 
(617) 428-5488

Wolters Kluwer® 
Jim Mallett
(800) 397-2341
James.Mallett@wolterskluwer.com​

Strategic Bank Consulting

Carpenter & Company
Edward Carpenter
(949) 261-8888

Fig Partners, LLC
Lauren Jones
(404) 601-7212

Keefe, Bruyette & Woods, Inc.
Meliza Manag
(415) 591-5020

Sandler O’Neill + Partners, L.P.
Joel Comer
(415) 978-5001

Vitex, Inc.
David Powell
(704) 663-2544

Wolters Kluwer® 
Jim Mallett
(800) 397-2341
James.Mallett@wolterskluwer.com​

Technology Solutions (hardware, software, internet)

21st Century Financial Services
Mickey Brown
(512) 225-9303

Alkami Technologies
Allie Cawyer
(469) 573- 4120

Banc Intranets, LLC
Mark Anderson
(423) 926-8527

BankOnIT
Dave Conne
(480) 201- 4873

Built Technologies
Dani Condon
(610) 322- 4347

CoNetrix
Kellie Hill
(806) 687-8600

Cook Security Group
Elizabeth Wetzel
(844) 305-2665 

Datarim, Inc.
William McClure
(425) 558-2414


ECL Software
Joseph Patterson
(800) 625-5972 x113

EnableSoft, Inc.
Becky Capostagno
(407) 233-2602

Finastra
Karen Soll
(503) 866-4066

Guardian Analytics
Eric Tran-Le
(650) 383-9200

Hypur, Inc.
Todd Fuller
(832) 656- 9401

Kaufman, Hall & Associates
Jeff Wildenthaler
(847) 441- 8780


Moody’s Analytics Solutions
Kevin Conway 
402- 348-1321

Newgen Software Technologies
Ashish Deshmukh
(703) 439-0703

Prelim
Heang Chan
(415) 405-5969

Reliable IT
Mike McWilliams
(303) 908-5444 

S&P Global
Claiborne Kitchin
617-530-8139

SS&C Primatics 
Angie Hendrix
(310) 990-1624

SNL Financial
Trip Colden
(434) 951-7716

StrategyCorps
Emily Harrington
(707) 548-0348

Stanley Convergent Security Solutions, Inc.
Brett Curtis
(916) 376-9500

WebEquity Solutions
Emily Jansen
(402) 344-5244

Wolters Kluwer® 
Jim Mallett
(800) 397-2341
James.Mallett@wolterskluwer.com​

 

Telecommunications Services

Comcast Business
Zeric Sigmon
(925) 371-3598