Associate Member Listing
Abrigo
Persis Swift Tuttle
(984) 242-2710
Advanced
Business Solutions, LLC
Sandy Moll
(913) 731-6007
AFEX, Inc.
Robert Bolle
(818) 728-3846
Agent IQ
Matt Phipps
(408) 963-9107
Aldrich & Bonnefin, PLC
Mark E. Aldrich
(949) 474-1944 x3209
Alkami
Nancy Johnson
(469) 596-6020
ALM First Financial
Advisors
Madi Wright
(214) 451-2399
Apiture
Beth Gunn
(919) 601-2369
AQUAOSO Technologies PBC
Michael DiPaolo
(916) 245-0560
Associated Bank
Whitney Banker
(800) 320-5442
Atlas Hospitality
Group
Alan Reay
(949) 622-3409
Automated Financial Systems,
Inc. (AFS)
Rene Baron Coady
(484) 875-1120
Baker Hill
Martha Dye
(317) 814-1381
Baker Tilly US, LLP
Nirav Badani
(949) 300-9140
BCC
Stephanie Rogers
(214) 919-2937
Bankers
Alliance
Scott Daugherty
(888) 353-3933
Bankers Healthcare
Group
James Crawford
(315) 415-9511
BankLabs
Felecia Hancock
(479) 283-1835
BankWork$
Sherry Cromett
(883) 720-1602
Berkley Financial
Specialists
Pete Verretto
(206) 802-3076
Biz2X
Darren Hecht
Darren.hecht@biz2credit.com
Blanchard Consulting
Group
Mike Blanchard
(770) 672-6767
BMA Banking
Systems
Kevin Stevenson
(801) 887-0121
BrightFi
Josh Brown
(703) 599-8414
Buchalter
Barry A. Smith
(213) 891-5061
Built Technologies
Austin Porter
(615) 594-7415
CDC Capital
Markets
Tony Barengo
(619) 243-8629
CEIS Review, Inc
Justin Hill
(646) 756-1008
Celero Commerce
Kristia Poppe
(360) 333-4317
Chatham
Financial
Ben Lewis
(720) 221-3510
Chrisman &
Company
Tim Chrisman
(213) 620-1192
CogniVision
Basker Krishnan
(626) 844-2050
Computer Services, Inc.
(CSI)
Zaid Akhter
(408) 316-3317
CoNetrix
Grant Stevens
(800) 356-6568
Cook Solutions
Group
Randy Neu
(844) 305-2665
Corrigan & Company
Michael Corrigan
(805) 963-2090
CoStar Group
Kym Tran
ktran@costar.com
Covington & Burling LLP
Jean Gallagher
(202) 662-6198
Crowe LLP
Erin Twitchell
(818) 325-8682
D.A. Davidson & Co.
Rory McKinney
(310) 500-3865
Darling Consulting
Group
Mark Haberland
(508) 237-2473
Deposit
Solutions LLC
Ben McLaughlin
(917) 353-6283
DocFox
Ryan Canin
(650) 334-6213
Dorsey & Whitney LLP
Joseph Lynyak
(202) 442-3515
Doxim
Kelly Larson
(970) 829-0294
Duane Morris LLP
Arthur Alan Coren
(213) 689-7460
Eide Bailly LLP
Ken Johnson
(949) 420-5114
Elan
Advisory Services
Gina Bannister
(513) 377-0525
Eltropy Inc.
Mark Miyamoto
(916) 549-2979
Empyrean
Solutions
Andrea Chilczuk
(602) 803-4520
Encapture
Brynna Desantiago
(253) 988-0942
Engage fi
Jake Fowler
Jake.fowler@engagefi.com
Entrust
Mike Jackson
(952) 988-1286
EVERFI
Ryan Swift
(202) 251-2400
EXIM (Export-Import Bank of the
United States)
Shannon Turner
shannon.turner@alextom.com
Federal Home Loan Bank of Des
Moines
John Biestman
(206) 913-8430
Federal Home Loan Bank
of San Francisco
Claudia Hurtado
(415) 616-2756
FHN Financial
Trae Winston
(901) 435-8757
Fidelity National Fund
Control
Penny Roach
(303) 549-6466
Financial Services Advisory
Partners, LLC
Brad Plantiko
(714) 642-4859
Finastra
Shauna Vo Pulayya
Shauna.VoPulayya@finastra.com
Finzly
Suja Ramakrishnan
(704) 912-5226
FIS
Sarah Bogenschutz
(414) 357-3651
Fiserv
Sam Allam
(845) 514-5270
Fitech
Erin Jester
(559) 908-4010
FPS GOLD
Matt DeVisser
(801) 550-7188
Frandzel Robins Bloom &
Csato, LC
Hemal K. Master
(323) 852-1000
Freddie Mac
Deah Shaw
(202) 434-8616
GeoDataVision
Josh Suzio
(203) 530-1544
Gerrish Smith Tuck, PC
Philip K. Smith
(901) 767-0900
GMR
Joshua Wilken
(972) 772-1284
Goodwin Procter LLP
Meredith Sherritt
(212) 459-7223
Gradifi, Inc.
Kate Winget
(617) 478-3068
Grant Thornton
LLP
Chanson Ho
(213) 596-8419
Haberfeld
Kayla Jerkovich
(402) 405-0858
HC3
Abby Heinke
(205) 838-2863
Hogan Lovells US
LLP
Richard A. Schaberg
(202) 637-5671
Holman Capital
Corporation
Lance S. Holman
(949) 981-0237
Hopkins & Carley
Ross Adler
(408) 286-9800
Hyosung
Julie Fuller
(469) 841-4563
ICI Consulting,
Inc.
Mike Hatch
(316) 201-8590
Integrity Joint
Control
Annmarie Lemento
(909) 618-3754
InterWest Insurance Services,
LLC
Karen Esquibel
(916) 609-8484
IntraFi Network
Reginald Boyce, Jr.
(703) 292-3465
Invictus Group, LLC
George Dean Callas
(718) 219-0441
IP Services
Mark Allers
(503) 705-4778
Jack Henry & Associates,
Inc.
Haley Little
(704) 641-6442
Janney Montgomery Scott
LLC
Greg Gersack
(312) 523-3325
JUDI.AI
Gord Baizley
(604) 862-7372
Keefe, Bruyette & Woods, A Stifel
Company
Meliza Manag
(415) 591-5020
Lane Powell PC
Kenneth R. Haglund
(503) 778-2148
Manatt, Phelps & Phillips,
LLP
Thomas D. Phelps
(714) 371-2520
MANTL
Yvette Castro
(714) 478-1211
Mazars USA, LLP
Shiv Venkatraman
(323) 763-6213
McLagan
Gayle Appelbaum
(952) 886-8242
Meriplex
Taya McWilliams
(970) 631-3853
MJC Partners, LLC
Michael J. Cavallaro
(213) 279-0491
Moss Adams LLP
Derek D. Criswell
(916) 503-8115
NatureTrak, Inc.
Dan Fowkes
(503) 314-4348
nCino
Liz Bruning
(910) 368-1511
Ncontracts
Rashida Holmes
(615) 653-3244
Newcleus, LLC
Amy Feminella
(267) 291-2130
Next One
Staffing
Ryan Buxbaum
(707) 328-3360
NextBranch
Spencer Matthews
(801) 991-1413
NICE Actimize
Christopher Main
(551) 256-5000
Norton Rose
Fulbright US LLP
Michael Keeley
(214) 855-3906
Office Depot
Talitha Searcy
(512) 651-2579
Parker, Milliken,
Clark, O’Hara & Samuelian, PC
Gary Tokumori
(213) 683-6608
Paylocity
Maria Sandoval
(408) 605-3722
Pearl Meyer
Daniel Wetzel
(213) 438-6515
Performance Trust
Capital Partners, LLC
Rebecca High
(708) 724-8869
Pillsbury Winthrop
Shaw Pittman LLP
Rodney Peck
(415) 983-1516
Piper Sandler &
Co.
Peter Buck
(415) 978-5051
PMA Funding
Todd Terrazas
(630) 657-6400
Pointe
Marketing
Bruce Riddle
805-535-0837
PortX
David Wexler
(206) 854-0755
PULSE, a Discover
Company
Alia Garces
(346) 204-6120
Q2 Software, Inc.
Stephanie Irwin
(512) 682-4553
Q5id
Ryan Curtis
(971) 380-3663
Qualtik
Jen Adcock
(512) 596-8681
Raymond James Investment Banking
Aaron DiRusso
(415) 616-8911
Reich & Tang, LLC
David Rixe
(212) 830-5368
Restuccia & Harrison,
Inc.
Kelly Bruns
(707) 631-6185
RSM US LLP
Julie Doden
(415) 510-6122
S&P Global
Stacy Sheehy
(434) 529-1978
SBS CyberSecurity
Andy Meyer
(605) 270-9381
Select Bankcard
Pete Mudrow
(855) 943-5763
Sheppard, Mullin,
Richter & Hampton LLP
Robyn Geffre
(121) 361-7543 x2
Shield
Compliance
Brian Storey
(425) 276-8238
SmartStream
Technologies
Michael Drumm
(415) 418-8231
StandardC, Inc
Robert Mann
(415) 793-4156
Stephens, Inc.
James Troy
(415) 548-6904
Strategic Resource Management,
Inc. (SRM)
Mary Casler
(682) 386-3919
Strategic Risk Associates
(SRA)
Emma Richardson
(804) 929-8023
Strunk, LLC
Kristi Daly
(713) 423-0926
Stuart | Moore |
Staub
Sam Moore
(805) 545-8590
Superior Press
Brenda Gollihue
(562) 368-1700 x6025
Syntellis Performance
Solutions
Jeff Wildenthaler
(872) 246-6268
Thomson
Reuters
Laurie Barthol
(763) 326-7062
Turner Warren Hwang & Conrad
AC
Kara Hidden
(800) 774-1717
Upgrade
Nik Vukovich
(303) 210-6954
Verafin
Paul Gauci
(709) 693-8414
Vitex, Inc.
Eric Devine
(704) 663-2544
Wilshire Finance
Partners
Donald Pelgrim
(310) 736-1370
Windsor Mortgage
Solutions
Stephanie Burt
(605) 444-1826
Wipfli LLP
Mary Boortz
(715) 858-6677
WolfPAC Integrated Risk
Management
Michael D. Cohn
(617) 428-5488
Wolters
Kluwer Financial Services
James Mallett
(888) 326-0666
Woodside Credit
Mitch Shatzen
(714) 227-0997
Wright, Finlay & Zak,
LLP
T. Robert Finlay
(949) 477-5056