ABA Insurance Services Inc.
ABA Insurance Services Inc. ABA Insurance Services, a Member of Great American Insurance Group, provides D&O, bond and cyber insurance to financial institutions, including trust companies and banks in organization, through UBA’s Endorsed Vendor program. Recognized as insurance experts who understand banking operations, our tenured and experienced team of underwriting and claims professionals are highly regarded for their in-depth knowledge and expertise. We help mitigate risks by providing valuable loss control resources such as SafeTalk® newsletters, SafeAlert® bulletins, and webinars. With a 30% nationwide market share, the program is a market leader that has been supporting the banking industry for over 30 years; the program’s primary reinsurer, American Bankers Mutual Insurance, Ltd., has declared a distribution to eligible banks for 29 consecutive years, totaling over $86 million. P&C and Excess insurance as well as STAMP surety bonds are also available from ABA Insurance Services. *UBA ENDORSED BUSINESS PARTNER*
BancAlliance BankAlliance provides community banks with efficient access to lending services available only through membership. Join 260+ banks nationwide in the benefits of the network: • Grow & diversify your loan portfolios • Maintain and grow your customer base • Participate in engaging training • Efficiency and regulatory support
Bank Compensation Consulting
Bank Compensation Consulting Bank Compensation Consulting specializes in assisting financial institutions with the evaluation of their compensation programs by identifying deficiencies in their current programs and creating customized plans and offsetting the cost with Bank-Owned Life Insurance (BOLI). BCC has completed SSAE 18-SOC Certification and provides ongoing administrative support and guidance on these plans.
Bank Marketing Center
Bank Marketing Center BankMarketingCenter.com (BMC) is a web-based marketing portal that empowers banks to produce professionally designed, bank-branded marketing materials in a matter of seconds. BMC puts you in complete control of the ad production process for your bank, saving valuable time and money. BMC has thousands of successful marketing materials including ads, direct mail, statement stuffers, flyers, posters, digital signage and more. The process is easy. On the site, you can select a marketing piece and customize it within seconds. Your bank’s logo and contact info will be automatically inserted into the ad. You can edit the copy, colors, fonts, and select from over nine million stock photos from Getty Images. Finished materials are then sent automatically to your compliance department for approval and then to your publication or printer. BankMarketingCenter.com has proven to be so successful that banks of all sizes are now using this valuable service nationwide. Program Benefits: 20% discount for UBA members. Web-based and easy to use. No software required. Software routes ad materials through bank’s compliance approval process. Order history allows ad materials to be reviewed by regulators. Professional advertising and marketing materials can be produced in seconds. Change ad copy, photos, layout size, fonts and font sizes. Select from over 9 million stock photos through Getty Images. Select and use local media and printers. Unarchive previous ads and edit them in seconds. Users can have their photo and personal info automatically appear on ad materials. Private labeled marketing sites can be developed for large banks. Letter templates eliminate bad grammar and misspelled words. Databases can be added, with completed letters produced and printed in seconds. *UBA ENDORSED BUSINESS PARTNER*
Bank Trends Bank Trends is a Web-based software application designed specifically for community bankers that provides in-depth peer group and trend analysis using Call Report data. *UBA ENDORSED BUSINESS PARTNER*
Bankers Healthcare Group
Bankers Healthcare Group BHG has been lending for nearly 20 years and is the #1 source for high quality medical and professional loans across the country. Today, nearly 1,200 banks have partnered with BHG to buy these superior loans through our online loan hub. BHG is originating record volume from today's essential professional workers: high-earning borrowers with top tier credit scores. By partnering with BHG, community banks get access to high quality medical and professional loans, earning a solid 3-6.5%, and over the course of 20 years, no bank has ever taken a loss on the BHG Core Loan portfolio! As members of the BHG Bank Group, banks also receive access to fee income opportunities, joint venture opportunities, industry insight, educational opportunities, and access to our family of companies offering additional products and services designed to support your bank.
Bankers' Bank of the West
Bankers' Bank of the West Bankers’ Bank of the West (Member FDIC) has supported community banks with high-quality, affordably priced correspondent solutions and expert customer service since 1980. Services include loan participations for overline, share-the-risk, and concentration management; bank stock and direct loans to banks; and municipal leasing. We offer professional safekeeping and access to investment portfolio accounting services. Additionally, we provide cash letter processing and settlement services; agent fed funds and fed funds lines; wire transfers; international services; and certificates of deposit. Bank card products include ATM and debit card processing; merchant services and mobile payments solutions; and credit, debit, and prepaid cards.
BankTalentHQ BankTalentHQ is the premier talent management site for banking careers. It allows Utah banks to reach a nation-wide audience by posting job openings for your institutions, with the ability to purchase a single 30-day post or a discounted posting package to fill multiple vacancies. Visit banktalenthq.com to post or search for a job. *UBA ENDORSED BUSINESS PARTNER*
3201 W White Oaks Dr Ste 400
Springfield, IL 62704-6457
Bell Bank Headquartered in Fargo, N.D., Bell Bank is one of the largest independently owned banks in the nation, with assets of more than $9 billion. As a privately held company, owned by several majority stockholders, about 140 additional stockholders and Bell employees through an employee stock ownership plan (ESOP), we don’t have the pressure of next quarter’s earnings. Instead, we focus on a healthy balance of profitability, growth and nurturing relationships. Unlike a typical correspondent bank, Bell’s focus is working as your partner. We have larger hold limits, so we won’t resell your loan participation with us. We also have a team dedicated to correspondent banking and credit, so we can provide flexible underwriting, competitive lending terms and prices, fast decision-making and consistent communication. Having partnered with more than 300 other independent community banks across 16 states, we’ll help you enhance your customer relationships through our experience-based expertise in participation loans, bank stock and ownership loans and equipment financing. In providing these services, we become your behind-the-scenes partner, helping you work in a larger relationship without threatening your relationship with your customer. Call 701-298-1500 to learn how. Bell Bank, member FDIC.
BKD CPAs & Advisors
BKD CPAs & Advisors BKD offers an array of services—including audit and tax, internal audit, regulatory compliance, loan review, CECL consulting, cybersecurity, M&A consulting and strategic planning—BKD helps institutions like yours manage risk, keep compliant and reach shareholder goals. Our professionals serve as exhibitors, sponsors and speakers in the industry's largest associations. We know that in the heavily regulated banking industry, leaders are facing more challenges than ever, including managing shareholder and regulator expectations, protecting against cyberattacks and staying competitive. That's why financial institutions across the country are turning to BKD for in-depth expertise on the latest trends, concerns and opportunities. Combine our hometown service with the resources of a national firm and you'll begin to understand why BKD is the trusted advisor your institution has been looking for.
BMA BMA offers expert individualized software solutions to make your Financial Institution successful. BMA is an innovative leader in software technology by providing outstanding IT, Custom Programming and Core Processing Services. Whether you have an existing bank, creating a new bank, need custom programming or IT services, our software can be built to meet your specific needs. Our team is customer centric, we put you first! We’re focused in providing the ultimate customer care experience, while delivering outstand products for over 30 years. Call to schedule a discovery meeting or demonstration.
Cherrywood Enterprises, LLC
Cherrywood Enterprises, LLC Cherrywood Enterprises is a buyer of charged off debt files. We purchase charged off credit cards, consumer loans, overdraft accounts, commercial loans, and even judgments!
Clear Core LLC
Clear Core LLC Clear Core leverages cutting edge artificial intelligence and data science to automate the data governance and data augmentation processes. Reducing effort, cost, and fixing decades of bad data in real time. Clear Core makes data analysis and quick answers to new questions available to all.
CoFi eDraw automates and modernizes the construction payment process for residential, commercial, and SBA loans. Construction lending has remained mainly unchanged for decades and is ripe for the introduction of technology. Lenders large and small are using paper based systems, static spreadsheets, and more and more employees to manage their construction portfolio. eDraw helps lenders connect with their borrowers, simplify the process, and scale their construction portfolio.
Compliance Alliance, Inc.
Compliance Alliance, Inc. Owned by 30 State Bankers Associations, Compliance Alliance provides an all-inclusive compliance solution for banks of all sizes. Membership offers three main areas of support including downloadable documents, a compliance hotline and review services. Compliance Alliance members receive unlimited access to all products and services for one annual fee. Visit www.compliancealliance.com for more information about the benefits of a membership with Compliance Alliance. *UBA ENDORSED BUSINESS PARTNER*
CrossCheck Compliance CrossCheck Compliance LLC, headquartered in Chicago, is a nationwide consulting firm providing regulatory compliance, internal audit, fair lending, loan review/due diligence and litigation support services exclusively to the financial services industry. Since our founding in 2008, we have built a reputation for tailoring solutions that fit each client’s size, complexity and business needs. Our experts adeptly identify the needs and challenges of our clients, having held similar positions as compliance officers, internal auditors, general counsel, outside counsel, regulators, underwriters, and consultants. Our experienced and credentialed professionals have expertise in federal and state financial regulations, as well as certifications in accounting, compliance, risk, internal audit, fraud, underwriting, BSA/AML and mortgage banking. This means our clients receive the highest level of professional standards of knowledge and ethics. We are also well-known for our industry involvement with trade associations serving on boards and committees, presenting at industry events, and as published authors for key industry publications.
D.A. Davidson & Co.
D.A. Davidson & Co. D.A. Davidson & Co. is a full-service investment banking firm. In addition to research, market making and fixed income sales and trading, Davidson is the leading provider of investment banking services (M&A advisory services and capital raising) to banks in the Western U.S.
Discover Debit Discover® Debit offers banks a compelling alternative in signature debit. With superior economics, simplified rules and fee transparency, a comprehensive fraud mitigation program and stronger program flexibility, Discover Debit is a direct route to greater profitability. *UBA ENDORSED BUSINESS PARTNER*
Dorsey & Whitney LLP
Dorsey & Whitney LLP Dorsey & Whitney provides legal representation in all aspects of commercial banking with particular experience in all types of lending, litigation, bankruptcy and receiverships, mergers and acquisitions, and regulatory matters. Founded in 1912 at the request of a bank, Dorsey has a century of service in the financial services industry. Dorsey represents lead arrangers, administrative agents, lending banks and borrowers in syndicated, club and single-bank credit transactions. The firm also represents banks in out-of-court workouts, receiverships, bankruptcy and financial restructurings. Its experience includes representing underwriters and issuers in high yield and Rule 144A transactions. In addition, Dorsey advises national banks, multi-bank holding companies, regional banks, and foreign banks on regulatory matters. Dorsey attorneys have experience before regulatory bodies, including the Board of Governors of the Federal Reserve System, U.S. Treasury Department (including the Office of the Comptroller of the Currency, the Office of Foreign Assets Control and the Financial Crimes Enforcement Network), FDIC, SEC, FINRA, NYSE, SIPC, and State banking, insurance and securities regulators. Dorsey’s experience extends to representing banks in commercial litigation, including commercial collections, foreclosures, class actions, and defense of lender liability and consumer cases. Please visit www.dorsey.com for more information.
Eide Bailly LLP
Eide Bailly LLP As CPAs and business advisors, Eide Bailly serves banks by providing tax and assurance services, internal audits, compliance consulting and loan review services, technology examination services, strategic planning, bank stock valuations and bank merger & acquisition analysis and assistance and fraud investigation. Eide Bailly is ranked as one of the 25 largest CPA firms in the nation. The regional CPA and business advisory firm offers a team of professionals who work specifically with clients in the financial institutions industry. What inspires you, inspires us. www.eidebailly.com/fi
Executech Executech is an award-winning, managed IT services provider. Executech provides enterprise-quality IT support to small and medium-sized organizations across the West. Executech is defined by its people and every client is supported by a team of professional and friendly experts.
FBBS FBBS was founded in 1984 to service community banks and their investment portfolio needs in a simple and straightforward manner. For over 30 years, FBBS has worked with over 1,000 clients in more than 25 states. Initially founded with the purpose to service community bank investment needs, the scope of our client coverage has evolved over time. Today we service investment needs for not only community banks, but also trust companies, insurance companies, investment advisors, wealth managers, municipalities, corporations and individuals. No matter the type of client, we are committed to upholding our philosophy of exceptional service through individualized attention. Our experienced traders and sales representatives are dedicated to providing the appropriate products, services and trade execution tailored to our clients’ needs. The FBBS team believes the success of our clientele is the future of our firm.
Federal Home Loan Bank of Des Moines
Federal Home Loan Bank of Des Moines The Federal Home Loan Bank of Des Moines is a member-owned financial cooperative that provides liquidity, funding, and services to enhance our members success and the availability of affordable homes and economic development in their communities.
Finastra Community banks have particular needs that Finastra is uniquely positioned to support. We have built our business by serving yours. Finastra delivers the broadest portfolio of financial services software in the world today, including digital solutions, core banking systems, lending and mortgage solutions. Our open platform brings parties together to collaborate, innovate, and build great customer experiences for our 4,200+ clients in the North American Community Markets. With Finastra, the future of finance is open. To discover all that we can offer your financial institution, visit www.finastra.com/communitymarkets
FinPro, Inc. FinPro, Inc. is a full service management consulting firm specializing in providing advisory services to the financial institutions industry. FinPro is an industry leader in strategic planning, board retreat moderation, planning, enterprise risk management, leadership and education, corporate governance, market feasibility, de novo bank formation, asset/liability management, and regulatory consulting, FinPro also conducts M&A through its wholly owned subsidiary, FCA, as a FINRA registered broker/dealer. *UBA ENDORSED BUSINESS PARTNER*
FPS GOLD Since 1964, FPS GOLD has been an integral part of the computerized data-processing industry. We specialize in helping banks gain a competitive advantage immediately by providing better banking services- services that include a core and wire system to help you cut your data processing costs, add greater flexibility, improve productivity, and integrate all systems for better profitability management and reporting. We know from experience that FPS GOLD's products and services will give your bank a competitive advantage, one that will lead to profitability at a very fast pace. Core Processing, Relationship Banking, General Ledger, Deposit Platform, Loan Origination, Internet Banking, Telephone Banking, Item & Payment Processing, Check Imaging, Customer Verification and Wire System.
GPS Capital Markets, Inc.
GPS Capital Markets, Inc. GPS Capital Markets is a leading corporate foreign exchange brokerage firm. We have around the world, around the clock FX services.
Harland Clarke Harland Clarke is a leading provider of customer engagement solutions that help connect businesses and people how, when, and where it matters. The company offers payment tools such as checks and cards; and marketing services such as deposit and loan acquisition programs, digital marketing, performance analytics and promotional products for businesses. It deploys these customer engagement solutions holistically, across print, phone, and digital channels, ensuring that the customers of its world-class client base enjoy a consistently superior experience. Harland Clarke serves more than 43 million consumers and 6 million small and medium sized businesses per year through its relationships with more than 6,240 of the nation’s leading financial institutions, large retailers, affiliate marketing companies and accounting software providers. *UBA ENDORSED BUSINESS PARTNER*
Holland & Hart, LLP
Holland & Hart, LLP Founded in 1947, Holland & Hart is a full-service Am Law 200 firm with offices in eight states and in Washington, D.C. We deliver integrated legal solutions to regional, national, and international clients of all sizes in a diverse range of industries. For more information, visit www.hollandhart.com or on Twitter: @HollandHart.
IntraFi Network Promontory Interfinancial Network is now IntraFi Network. Having built the largest bank network of its kind, we’re a trusted ally to community banks that never competes with banks for their customers and that helps them to attract and maintain valuable customer relationships, grow reciprocal deposits, manage liquidity and generate fee income, diversify funding, and reduce collateralization. Work with the market leader to grow profitability and increase franchise value. IntraFi Network’s innovative balance-sheet management solution — known as IntraFi Network Deposits (formerly CDARS, ICS, and IND deposit solutions) — empowers institutions to increase profitability, grow franchise value, manage liquidity more easily, and serve customers better. To learn more, visit IntraFi.com. *UBA ENDORSED BUSINESS PARTNER*
Jones Waldo Founded in 1875, Jones Waldo has assisted commercial clients in all aspects of business for more than a century. We are a full-service law firm of more than 75 lawyers who are committed to providing innovative solutions to business problems. Our firm comprises a number of interrelated practice areas, which equips us to assemble a customized legal team to handle your most difficult challenges. Our specialists in the various practice groups have demonstrated a great ability to develop a deep understanding of our clients' industries, which often allows us to proactively anticipate our clients' needs before problems develop. Jones Waldo is based in Salt Lake City, Utah, with offices in Lehi and Park City, Utah, and Chicago, Illinois.
Kadince, Inc Managing, tracking, and reporting on community involvement is time-consuming. Kadince streamlines community involvement management for financial institutions. With Kadince, you will save time so you can make a greater impact in your community. Kadince can also streamline your marketing approval management, and complaint management.
KeyState Captive Management, LLC
KeyState Captive Management, LLC KeyState Captive Management, LLC, an affiliate of The KeyState Companies, has partnered with the Utah Bankers Association to offer a unique bank captive insurance program to Utah banks. The bank captive program is designed by national accounting firm Crowe Horwath LLP and then administered by KeyState Captive Management. Banks that fit a certain asset size and earnings criteria can form their own wholly owned captive insurance company to finance risks (that are not commercially insured) in a tax advantaged way. KeyState and its affiliates have been working with banks for over 22 years providing Nevada investment subsidiary, portfolio management, and asset liability consulting services. We are pleased to now introduce the bank captive program. *UBA ENDORSED BUSINESS PARTNER*
Po Box 50102
Henderson, NV 89016-0102
Phone: (702) 598-3738
Kirton McConkie Kirton McConkie is a full-service law firm successfully representing business, real estate, intellectual property, litigation, international, technology, healthcare, construction, employment, tax and estate planning clients. Our attorneys understand how clients think about their challenging situations and strive to guide them through legal processes while keeping business objectives in mind. For this reason, clients from start-ups to multinational companies have come to rely on our attorneys for their business advice and legal acumen.
Lendio Utah Lendio is a marketplace for business loans. Our network of lenders fund all industries with a variety of loan products including lines of credit, short-term working capital, equipment financing, factoring, SBA, and term loans.
LERETA, LLC LERETA provides realtime flood zone determination services that include flexible levels of service based on our customers' needs from simple delivery of flood zone determination to complete portfolio life-of-loan tracking. Our innovative technologies and dedicated team of real estate tax and flood service professionals provide the mortgage and insurance industries the fastest, most accurate and complete access to property tax and flood information across the country. LERETA's Flood Service options include: Flood Zone Certification - All flood certifications are determined using digital and hard copy FEMA Flood Insurance Rate Maps and Flood Hazard Boundary Maps in conjunction with geocoding software, street maps, tax maps, plats, and aerial and satellite photos. LERETA's Flood Services offer:-Basic Determination/Certification - One time certification that satisfies Federal regulatory market requirements at origination. HMDA/Census Tracking information is available with each determination. -Life-of-Loan Determination/Certification - The certification assures compliance with all Federal regulatory and secondary market requirements and provides the flood hazard status of the property for the life of the loan. Services Include:-Fast flood zone determination turn-around times. Over 99% of our orders are completed and delivered back in 24 hours; 89% are delivered instantly -Accurate, to-the-structure determinations -Easy, convenient access to instant certificates and borrower notices -Life-of-Loan flood services include monitoring and reporting of ALL changes in the flood hazard status of the loan -Monthly flood hazard reports T-racking of the flood hazard status of existing and acquired loans is available. *UBA ENDORSED BUSINESS PARTNER*
Moss Adams The Moss Adams LLP Financial Institutions Group serves more than 500 banks, thrifts, mortgage companies, and other financial entities, including more than 40 publicly held institutions. With over 150 skilled individuals firm-wide who dedicate virtually all of their public accounting careers to financial institutions, we can provide resources to help you compete more effectively. Our practice serves organizations ranging in size from start-ups to those with greater than $23 billion in assets, and we have experience dealing with all stages of the growth cycle, including de novo, mergers and acquisitions, public markets and SEC reporting, and mutual stock conversions. Founded in 1913 and headquartered in Seattle, Moss Adams is the 11th largest accounting and consulting firm in the United States, and the largest headquartered in the West. We aim to make a measurable difference in our clients businesses by delivering industry-specific insight, accessible and proactive service, and strong relationships built on candor and trust.
Mountain West Small Business Finance
Mountain West Small Business Finance Mountain West Small Business Finance (formerly Deseret CDC) is one of the nations leading SBA 504 lenders. Since 1981, MWSBF has done over 3000 SBA 504 loans, helping to create 50,000 Utah small business jobs and bringing together over $2.5 billion dollars of fixed asset capital. Each SBA 504 loan requires the participation of a bank and the partnership of MWSBF to give the small business customer low interest, fixed rate 20 year loan for an owner occupied building, expansion or equipment. The attractiveness of a first collateral position by the bank and a 10 percent down payment by the borrower makes the SBA 504 loan, the loan of choice for the banks small business borrower.
Newcleus, LLC We sell, design and administer compensation, benefit, investment and financing strategies.
Office Depot Office Depot, founded in 1986, is the world's leading seller of office supplies and an industry leader in every distribution channel - from retail stores and contract delivery to catalogs and e-commerce. As an Office Depot customer you will have access to Office Depot's exclusive Business Services Division website, strategic brand name partnerships, multi-billion dollar buying power, and ease in economizing your bank's operations. Enjoy customer service from Office Depot that is unmatched in the industry. Members interested in participating in this program can now sign-up at https://odams.officedepot.com/registrations/synergybai.php. Program Highlights: Up to 80% off MSLP on a core list of 900+ frequently ordered, deeply discounted products featuring many high use commodity items. Your own customized list of an additional 75 items using the same steeply discounted pricing matrix as the core list. This additional 75 list is where you would want to include items that are specific to your organization, such as toner and ink jet cartridges. For miscellaneous items outside the core and custom tailored list you can choose any other product in the Business Services Division full line catalog at 10% off retail published prices (excludes technology products). Free delivery for orders over $50.00. If placed by 4pm local time, orders are delivered next day in most markets by Office Depot or UPS. Access to the award winning Business Services Division website for placement of orders, online catalog, stock availability, order history, product returns, and usage reports. The support of a local account manager who is responsible for total account management customer satisfaction. In addition to office supplies you'll also receive discounts on office furniture, print/copy services, custom business forms, stationery supplies, promotional products, lunchroom and janitorial provisions. Discount program for member employees. The Office Depot team will provide you with on-going creative and innovative procurement solutions by identifying preferred product and process improvement opportunities. *UBA ENDORSED BUSINESS PARTNER*
OnCourse Learning OnCourse Learning is a member of Adtalem Global Education (NYSE:ATGE), a global education provider headquartered in the United States. It empowers financial institutions to prepare their frontlines, compliance teams, executive leadership and board of directors with comprehensive enterprise compliance, risk management and professional development education that is effective and engaging. Over 10,000 clients and partners have adopted OnCourse Learning solutions to efficiently manage complexity, change and growth. Plus, over the course of our 40+ year history we have trained over 190,000 individuals with our NMLS-approved licensure and continuing education courses. Learn more about OnCourse Learning’s history https://www.oncourselearning.com/business/financial-services/bank/ *UBA ENDORSED BUSINESS PARTNER*
Parsons Behle & Latimer
Parsons Behle & Latimer Parsons Behle & Latimer offers national expertise in a regional law firm. In addition to being the largest Utah-based law firm, Parsons Behle & Latimer is one of the oldest and best known firms in the Intermountain Region, offering litigation and business law services since 1882. The firm offers the resources and capabilities of a large and diverse firm, coupled with the highest levels of accessibility and responsiveness. With more than 150 attorneys, it brings a depth and range of experience in the following major areas: Banking & Finance; Corporate Transactions & Securities; Chapter 11 Bankruptcy & Restructuring; Energy; Environmental & Natural Resources; Cybersecurity & Data Privacy; Employment & Labor; Government Relations & Lobbying; Healthcare; Intellectual Property; Litigation; Real Estate; and Tax law. Headquartered in Salt Lake City, Parsons Behle & Latimer has offices in Lehi, Boise, Idaho Falls, Missoula and Reno. www.parsonsbehle.com.
PCBB Founded by community bankers in 1997, PCBB was created with the sole purpose of helping community based financial institutions become stronger. Our goal was to create an organization that could provide fellow bankers with high-quality, competitively-priced correspondent banking solutions and personalized service. PCBB provides a comprehensive set of products and services covering multiple areas important to community banks, including: correspondent and commercial banking, hedging, international. PCBB also offers a variety of consulting services ranging from asset liability management, relationship profitability, loan reserve analysis, and stress testing. Our services are designed to help you compete more effectively, but never to compete against you for your own customers.
Piper Sandler Companies
Piper Sandler Companies Piper Sandler is a leading investment bank and institutional securities firm driven to help clients Realize the Power of Partnership(R). Through a distinct combination of candid counsel, focused expertise and empowered employees, we deliver insight and impact to each and every relationship. Our proven advisory teams combine deep product and sector expertise with ready access to global capital. Founded in 1895, the firm is headquartered in Minneapolis with offices across the United States and in London, Aberdeen and Hong Kong. www.PiperSandler.com
PULSE, a Discover Company
PwC PwC is the leading provider of audit, tax and advisory services to financial services companies. The breadth and depth of our experience in the financial services and banking industry cover the areas most relevant to your business, including technical accounting, regulatory, compliance, risk management, outsourcing, securities processing, payments, information risk and security, data quality, mergers and acquisitions, tax and other services. Our local financial services practice provides these services to many of the top banking institutions in Utah. We help our clients navigate the transformation of the financial services industry by rethinking business strategies, evaluating risk and compliance and implementing smart solutions that work.
Ray Quinney & Nebeker P.C.
Ray Quinney & Nebeker P.C. Ray Quinney & Nebeker (RQN) is a full-service law firm. With skilled attorneys involved in over 40 specialized practice areas, RQN is uniquely equipped to handle nearly all areas of personal, business, tax and estate, commercial, consumer, real estate, and litigation needs of clients. RQN has one of the largest and most sophisticated banking and finance practice in Utah. Our banking and finance group has litigation, transactional, and lending experience covering commercial lending, asset based lending, commercial mortgage lending, equipment finance, equipment leasing, aviation finance, syndications and participations, loan sales, problem credit solutions and collections, bankruptcy, receiverships, regulatory issues, lending compliance and many related issues. RQN’s banking and finance group takes a collaborative approach to ensure that clients receive the best service and solutions available. RQN lawyers are personable, professional, and problem solvers.
Raymond James Raymond James offers one of the most highly regarded equity offering and advisory practices. Since 2013, we have participated in raising $300 billion in capital for our corporate clients and completed more than 400 advisory assignments, including more than 350 M&A buy-side or sell-side advisory assignments. Raymond James was recently named "Investment Banking Firm of the Year" by The M&A Advisor and "Investment Bank of the Year" by Global M&A Network. From creative business solutions to analysis of the latest market trends, the Financial Services Investment Banking group at Raymond James wields considerable expertise for its financial services industry clients and has been involved in more than 300 completed transactions since January 2010. Our disciplined senior bankers stay immersed in transactions and average more than 16 years of experience across all sectors of the financial services industry. A personalized, client-centric approach to a full array of business services remains a hallmark of our group and of Raymond James.
One Embaradero Center, Ste 650
San Francisco, CA 94111
Phone: (415) 616-8900
Rocky Mountain CRC
Rocky Mountain CRC Rocky Mountain Community Reinvestment Corporation is a private nonprofit supported by Utah’s banking community. RMCRC was created by these banks over 20 years go to increase access to financing for housing in - low- and moderate-income communities. With the support of its 30-member bank network, RMCRC originates and services commercial loans for affordable housing and community development. Rocky Mountain CRC provides technical assistance, community advocacy, and financial products for both nonprofit and for-profit developers and service providers. Rocky Mountain CRC is certified as a CDFI.
RSM US LLP
RSM US LLP RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, 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 ever-changing business environment. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in more than 120 countries. For more information, visit rsmus.com, like us on Facebook, follow us on Twitter and/or connect with us on LinkedIn
Scalley Reading Bates Hansen & Rasmussen
Scalley Reading Bates Hansen & Rasmussen Scalley Reading Bates Hansen & Rasmussen, P.C. is a full service law firm serving Utah businesses for over 35 years. Lending institutions represent the largest single segment of our clients. Thus, our attorneys are knowledgeable and skilled in addressing all of the specific needs of lenders. With numerous laws enacted to protect the borrower, a lender needs an experienced attorney who knows how to document transactions, enforce loans, and protect the lender. Our firm has attorneys specializing in: foreclosures, creditor bankruptcy, debt collection, loan documentation, modification agreements, forbearance agreements, compliance, and lender liability defense. Our firm is large enough to handle complex commercial transactions and litigation, but small enough to respond effectively to each lender's specific needs.
Select Bankcard Select Bankcard was founded in 2010 as a full-service merchant account provider. Headquartered in Lehi Utah, Select Bankcard is focused on creating relationships with its banking partner that engender trust with the bank and its customers, facilitate a streamlined and enhanced experience via technology, and provide meaningful non-interest revenue to the bank. Select Bankcard’s goal is to make merchant accounts a core offering of the bank (rather than being positioned as a defensive product), which better ties customers to the bank and generates significantly more income. Select Bankcard’s team provides a program that is tailored to the needs of each bank, providing training, customized marketing materials, local servicing (both over the phone and in-person), co-branded online interfaces, portfolio reporting, and growth consulting. As an endorsed vendor of the UBA (and as a Utah-based company itself), Select Bankcard understands that the Utah community banking environment has a proven track record of treating bank depositors exceptionally. Select Bankcard will give you and your customers a better, and more profitable, payments experience. Contact us to find out how we can do this for your Bank. *UBA ENDORSED BUSINESS PARTNER*
Shred-It Shred-It Document Destruction Services can help you develop and implement a cost-effective, secure and compliant document destruction solution. Shred-It security consultants will help you establish a complete document destruction program that is customized to your specific business needs - no matter the size of your organization. Their AAA NAID Certified Destruction solutions provide: Secure mobile or off-site document destruction Proof of Service Tracking using Bar Coding and Scanning Technology to assure accuracy Certificate of Destruction for a legal audit trail (chain of custody) Flexible, customized service options 100% recycled document destruction... leading the industry in environmental sustainability UBA Program Highlights: Reduce your costs with our national account pricing structure Certified PCI Compliant and NAID AAA Certified, Your due diligence has been done Local flexibility with organizational scalability, onsite and offsite destruction options, superior service quality by the most customer-oriented vendor in the industry, streamline your operations with an organization-wide syndicated document destruction program, reduce your risk and document related exposure to breaches and compliance issues. *UBA ENDORSED BUSINESS PARTNER*
Simpson & Company, CPAs
Simpson & Company, CPAs Simpson & Company has been a leader in service to community banks in the intermountain area for over 40 years. We offer a wide range of services in auditing, accounting, taxation and consulting. We provide quality service at a competitive and predictable cost. At our firm you deal directly with an experienced partner.
Snell & Wilmer, LLP
Snell & Wilmer, LLP Founded in 1938, Snell & Wilmer is a full service business law firm with more than 450 lawyers practicing from 15 locations including Albuquerque, NM; Boise, ID; Denver, CO; Las Vegas, NV; Los Angeles, CA; Los Cabos, Mexico; Orange County, CA; Phoenix, AZ; Portland, OR; Reno, NV; Salt Lake City, UT; San Diego, CA; Seattle, WA; Tucson, AZ; and Washington, DC. The firm represents clients ranging from large, publicly traded corporations to small businesses, individuals and entrepreneurs throughout the western United States. In addition, Snell & Wilmer is a member of Lex Mund; a leading association of the world's top 160 independent law firms. Our attorneys are well-versed in collaborating with local counsel around the world through this network to meet our clients’ needs. Snell & Wilmer and its lawyers have been recognized by clients and peers for exceptional legal skills, ethical and exemplary business practices with various distinguished awards.
SPARK For nearly a decade, SPARK has made the origination of SBA and non-SBA loans easier, more secure, and more transparent for our clients and their customers. SPARK digitizes the entire origination process from initial lead capture to funding and is fast becoming the industry standard for SBA lending. Banks, lender service providers and other regulated institutions have used SPARK to originate and fund over $6 billion in loans. Including 60,000 PPP loans.
Stephens Inc Stephens Inc. is an investment banking advisor to a broad spectrum of financial services companies. Representative clients include: regional and various community banks and thrifts, consumer finance companies, broker/dealers, wealth managers, insurance brokers and underwriters and third-party administrators. The Financial Services Group serves public and private companies in addition to private equity groups. Since January 1, 2016, Stephens Inc. has advised on 67 M&A transactions in the banking sector with a total transaction value of $12 billion. In addition to our M&A experience, we have lead-managed or co-managed more than 72 equity and debt offerings in the banking sector since 2016, with a total offering value approaching $7.7 billion.
Tanner LLC Tanner is a regional, Utah-based CPA firm that provides a full spectrum of services. Representative specialties include audit and transaction consulting, tax planning and consulting, leadership development and succession, strategic planning, SOC examination services, and IT security. Tanner serves a variety of leading financial institutions and clients in the Intermountain Region. Tanner is a PCAOB independent registered public accounting firm and a member of the Allinial Global Network. Our purpose is to serve. Each day, we will make a positive impact in the lives of all those with whom we interact.
The Baker Group
The Baker Group The Baker Group is one of the nation’s largest independently owned securities firm specializing in asset/liability and investment portfolio management for community financial institutions. We’ve helped our clients improve decision making, manage interest rate risk, and maximize investment portfolio performance since 1979. Our proven approach of total resource integration for community financial institutions utilizes software and products developed by Baker’s Software Solutions combined with the firm’s investment experience and advice. Baker is endorsed by 5 state community banking associations: The Alabama Bankers Association, the Community Bankers Association of Illinois, the Indiana Bankers Association, the North Dakota Bankers Association, and the Independent Bankers Association of Texas. Baker’s main office is located in Oklahoma City with branch offices in Austin, Birmingham, Indianapolis, Springfield, New York, and Salt Lake City. You can reach any office by calling 1-800-937-2257 or find us on the web at www.gobaker.com
Unitas Financial Services
Unitas Financial Services Unitas Financial Services came together when Golden Eagle Insurance, a leading provider of blanket insurance products founded in 1995, and Innovative Risk Solutions, an expert in lender and real estate investor protection founded in 2006, merged in 2020. Both companies agreed that they wanted to expand their presence in the lending world, and joining forces set them on the fast track towards that goal. Unitas is a Latin word that means “oneness” or “unity,” which aligns with the founders’ goal of having a close-knit relationship with employees and clients to create a customer-centric culture of innovation.
Upgrade, Inc Upgrade is a marketplace lender having facilitated origination of ~$3 billion in personal loans since inception. We partner with community banks to give them access to prime consumer assets for income goals, customer base growth as well as co-branded digital solutions. Upgrade can offer community banks digital unsecured consumer loans, secured consumer loans, cards, auto loans as well as HELOCs. We can provide community banks a digital channel to access customers in their communities with a flawless user experience.
Utah Center for Neighborhood Stabilization
Utah Center for Neighborhood Stabilization UCNS stabilizes neighborhoods through its subsidiary organizations by providing single and multi-family affordable housing, neighborhood revitalization, transit oriented development, and small business lending and investing.
Utah Housing Corporation
Utah Housing Corporation Established by legislation in 1975 as an independent public corporation, Utah Housing Corporation is the leader in serving Utah's affordable housing needs. Working with the private sector, Utah Housing provides mortgages and down payment assistance to low and moderate-income homebuyers, finances affordable rental properties, and develops special needs housing. At no cost to the state, Utah Housing has provided financing for more than 97,000 Utah homebuyers, 30,000 affordable rental units, and over 7,500 special needs units of housing.
vCom vCom is a cloud-based software and managed services company focusing on helping enterprises manage IT spend from procure-to-pay. vCom improves visibility and control within a single platform while decreasing expenses for wireline, mobile, cloud, collaboration, and hardware technologies. vCom manages the entire technology lifecycle for more than 25 financial institutions across the country. From procurement and support, to financial management and analysis, vCom is helping financial services organizations select the right technology, gain visibility, and control over their spending and inventory – saving time and money. *UBA ENDORSED BUSINESS PARTNER*
WSRP, LLC At WSRP we help clients address their financial reporting, tax strategies, and provide advisory support to help them evaluate opportunities and overcome obstacles that may arise. Our professionals work in collaboration with our client's executive team to help them work toward maximize the value of their company. We develop deep relationships and proactively help manage client growth by developing an intricate knowledge of their business. WSRP is one of the largest independent CPA firms in Utah. Our clients range from start-up entities to large corporations including publicity traded entities. Each of our clients have a common need for support that provides credible opinions, accurate accounting, detailed financial data, proactive tax strategies, and fresh ideas that maximize benefits. Our team helps clients take a comprehensive look at their overall operations, with an emphasis on maintaining a healthy financial position.
Zions Correspondent Banking Group
Zions Correspondent Banking Group Since 1873, Zions Bank has been a leader in community banking. Today, nearly 140 years later, we offer many products expanding on this great tradition. We offer a wide range of products and solutions including: Automated Fed Funds Sweep, Foreign Exchange, Image Clearing, Internet CD Auctions, Loan Generation and Acquisition, Fixed Income and Banking Software. For more information regarding the products and services we offer, contact the Zions Bank Correspondent Banking Group at 1-800-737-6470.
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