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Affiliate Member Directory by Category

Auditing & CPA Firms

AuditOne, LLC
Celeste Burton
(818) 425-3109 

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

Deloitte & Touche LLP
John Graetz
(415) 783-4242

McGladrey LLP
Dan Shumovich
(213) 330-4668

Moss Adams LLP
Derek Criswell
(916) 503-8115

RSM US LLP
Dan Shumovich
(626)405-4287

Bank Equipment/Supplies

Diebold- Nixdorf, Inc.
Heather Minock
(330) 899-1365 

Office Depot 
Robert McGuire
(415) 356-5701

BOLI – Executive & Director Benefits

Bank Compensation Consulting
Steven Marlow
(314) 746-2807

Bank Financial Services Group
Larry Rowley
(951) 242-6092

Equias Alliance 
Eric Johnsen
(831) 214-0964

IZALE Financial Group
Jonathan Barnes
(424) 206-2576

Meyer-Chatfield Group
Jim Calla
(215) 935-1136

Newport Group
Kevin Paulsen
(319) 393-4836 

BSA/AML

Anti-Money Laundering Specialists, LLC
Shannon Hodges
(415) 352-1068

Verafin
Serena Pike 
(877) 368-9986 ext 3143

Bankers Toolbox, Inc.
Alyssa Albertson
(512) 279- 5876

Compensation/Executive Plans

Bank Compensation Consulting
Steven Marlow
(314) 746-2807

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

Compliance

Continuity
Stephanie Wandell
(866) 631-5556 x 233

CRA Partners
Sue Shaffer
(901)529-4787 
 

Consulting Firms

Aite Group, LLC 
Sang Lee
(617) 338- 6015

Ascensus
Jane Weizenegger
(800) 346-3860  Ext  55163

Berkeley Research Group, LLC
Walter Mix, III
(213) 261-7712

Dealertrack Technologies
Leslie Baran
(516) 300-7169

Dowdell Financial Services
Kirk Dowdell
(916) 446-7500

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

Metrostudy
Heather Knutson
(720)339- 7685 

MJC Partners, LLC
Michael Cavallaro
(213) 278-0491

Ncontracts
Cathy Isaacs
(800) 370-5552
 

Promontory Financial Group, LLC
Konrad Alt
(415) 986-4160

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

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
 

Credit Rating Agency

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

Executive Search / Leadership Consulting

Chrisman & Company
Timothy Chrisman
(213) 620-1192

Korn Ferry
Robert Wagner
(310) 226-2674

Financial Services/Investment Banking

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

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

Promontory Interfinancial Network, LLC
Reginald Truman
(703) 292-3448

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

The Baker Group
Daniel Tonseth
(800) 937-2257

Financing Solutions (Industry Specific)

Alliance Partners
Lori Bettinger
(301) 232-5400

Bankers Healthcare Group
James Crawford
(315) 671-4134

EverFi
Rachel Lee
(650) 600-3877 

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

Valley Economic Development Center
Robert Lopez
(818) 907-9977

Government Agency

USDA Rural Development
Karen Rich
(530)792-5825 

Human Resources / Benefit Plans

Ascensus,Inc
Jane Weizenegger
(800) 346-3860 x55163

Banker Benefits

(916) 438-4448

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

Insperity
Lauren Guenter 
(281) 312-3058  

Scherzer International
Jessica Staheli
(818) 227-2598 

Insurance

AmTrust North America
Gina Juhnke
(216) 525-5148

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

Arnold & Porter LLP
Howard Cayne
(202) 942-5656

Buchalter Nemer
Neil Rubenstein
(415) 227-3559

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

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

Goodwin Procter LLP
William Mayer
(617) 570-1534

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

Hopkins & Carley
Stephen Kottmeier
(408) 286-9800

K&L Gates LLP
William Wade
(310) 552-5071

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

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

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 

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

Stinson Leonard Street, LLP
Ernie Panasci
(303) 376-8402

Weintraub Tobin Chediak Coleman Grodin Law Corporation
Stephanie Hill
(916) 558-6092

Mortgage Services

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

Wholesale Capital Corporation
Susan Lane
(951)488-3132 

Payment Solutions, Marketing Services

Automated Financial Systems, Inc.
Paul McCarthy 
(610) 983- 9400 

Harland Clarke
Don Charleson
(951) 506-7771

Mastercard Worldwide
Patrick Dwyer
(914) 249-3056

Merchant e-Solutions
Brian Higgins
(770) 605-2279

Shazam, Inc.
Jason Lesteberg
(866) 330-9063

Vantiv
Central and Northern CA: Cheryl Marie
(970) 286-8228 

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

Real Estate

First American Professional Real Estate Services, Commercial Evaluations
Greg Deskin
(800) 618-2960

The TerraCotta Group, LLC
Robert Stevens 
(916)749- 9485

Wilshire Finance Partners
Don Pelgrim
(310) 736-1370

Risk Management

@RISK Technologies, Inc.
Ben Hogan
(512) 632-1955

FIS
Jamie Gaeth
(414) 357-5638

Mazars USA LLP
Janice Ballester
(949) 348-7370 ext. 2 

The KeyState Companies
Hillary Frei
(702)598-3738 

TraceSecurity
Robert Hebert
(225) 612-2153

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

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

Technology Solutions (hardware, software, internet)

Bank Trends, Inc.
Michael Stinson
(415) 754-8659

Cook Security Group
Elizabeth Wetzel
(844) 305-2665 

D+H
Stacy Leone
(800) 989-9009 x6653

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

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

Moody’s Analytics Solutions
Chrisane Jarosz
(402) 344-5200

Newgen Software Technologies
Heather Knight
(417)644-0068 

S&P Global
Claiborne Kitchin
617-530-8139

Sageworks, Inc.
Courtney Rock 
(984) 242-2676

SNL Financial
Trip Colden
(434) 951-7716

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

WebEquity Solutions
Emily Jansen
(402) 344-5244

Wolters Kluwer Financial Services
James Mallett
(800) 397-2341

Commands