Membership
Associate Members
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 31 consecutive years, totaling over $91 million. P&C, Excess insurance and STAMP surety bonds are also available from ABA Insurance Services. *UBA ENDORSED BUSINESS PARTNER*
American Security and Privacy
American Security and Privacy American Security and Privacy is your one-stop organization to handle your data security and privacy needs. Boasting innovative security and privacy GRC tools, helpful consulting services and staff augmentation services, rigorous auditing and testing capabilities, and a training and education program second to none. Whether you need help standing up a data privacy program, writing privacy policy, developing a consent management program, or training your employees on their cyber responsibilities, ASP is your data privacy and security partner.
6200 S Flat Creek Avenue
Sioux Falls, SD 57108
Phone: (715) 451-9989
Email: Kevin Streff
Website »
Arctic Wolf Networks, Inc.
Arctic Wolf Networks, Inc. Using the cloud-native Arctic Wolf Platform, we help organizations end cyber risk by providing security operations as a concierge service. Arctic Wolf solutions include Managed Detection and Response (MDR), Managed Risk, Managed Security Awareness, and Incident Response; each delivered by our Concierge Delivery Model. Highly-trained security experts work as an extension of internal teams to provide 24x7 monitoring, detection and response, as well as ongoing risk management to proactively protect organizations while continually strengthening their security posture. Since our founding in 2012, Arctic Wolf has risen to the rank of market leader in security operations, adding thousands of employees and customers, as well as a trophy case of awards along the way.
1221 S Valley Grove Way, Suite 200
Pleasant Grove, UT 84062
Phone: 1 (888) 272-8429
Email: Justin Klingelhutz
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ASCRIBE
ASCRIBE ASCRIBE is a National Appraisal Management Firm providing all types of valuation services for both commercial and or residential properties.
400 N Tustin Ave, Suite 402
Santa Ana, CA 92705
Phone: (714) 872-5858
Email: Ted Venhorst
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B:Side Capital
B:Side Capital B:Side Capital is shaking up small business lending in the Rocky Mountain Region. They remain steadfast in their mission of over 30 years to foster the economic growth of diverse small businesses. As a Certified Development Company and Lender Service Provider, B:Side Capital is committed to serving their lending partners through Small Business Administration 504 and 7(a) loans. They care about creating access to responsible capital for small businesses and being a resource for banks and entrepreneurs alike. Since 1990, they've funded nearly 4,100 small business loans helping to create over 30,000 jobs injecting $4.98 billion into the economy. More information can be found at www.bsidecapital.org or email hello@bside.org.
Phone: (303) 657-0010
Email: Lisa Adams
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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*
95 Old Stratton Chase
Atlanta, GA 30328-3652
Phone: (678) 528-6688
Email: Neal Reynolds
Website »
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.
1099 18th St., Ste. 2700
Denver, CO 80202-1927
Phone: (303) 291-3700
Email: Lance Niles
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BankTalentHQ
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
Phone: (217)
Email: Rachel Selvaggio
Website »
Bell Bank
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.
2435 S Honeysuckle Cir
Mesa, AZ 85209-5087
Phone: (480) 339-8533
Email: Tracy Peterson
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BHG Financial Institutional Network
BHG Financial Institutional Network Since 2001, BHG has originated $9.4 billion in loan solutions to top-performing borrowers, which community banks can purchase through a state-of-the-art platform: The BHG Loan Hub. To date, 1,400+ banks have diversified their portfolios and earned nearly $1 billion in combined interest income by trusting in BHG's time-tested and proven assets.
201 Solar Street
Syracuse, NY 13204
Phone: (866) 297-4664
Email: Rachel Varillas
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BMA
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.
2151 South 3600 West
Salt Lake City, UT 84119-1121
Phone: (801) 887-0122
Email: Adam Weight
Website »
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!
6901 Okeechobee Blvd # D5-l2
West Palm Beach, FL 33411-2511
Phone: (561) 508-7650
Email: Craig M. Geisler
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Compliance Alliance, Inc.
Compliance Alliance, Inc. Compliance Alliance's board of directors is made up of the CEOs of State Bankers Associations representing 75% of states across the nation. C/A offers a family of services that includes Compliance Hub, Assurance Services, and Virtual Partners. Compliance Hub is a subscription-based regulatory and consumer compliance advisory with access to live hotlines to attorneys, proprietary tools, educational webinars, and unlimited document reviews. Assurance Services is our independent group of certified bank auditors offering regulatory compliance audits, including recommendations for program enhancements to improve future safety and soundness. Virtual Partners is a shared-service model using bank-dedicated compliance officers to monitor and guide your compliance program remotely. *UBA ENDORSED BUSINESS PARTNER*
Po Box 162407
Austin, TX 78716-2407
Phone: (888) 353-3933
Email: Scott Daugherty
Website »
CrossCheck Compliance
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.
810 W Washington Blvd
Chicago, IL 60607-2302
Phone: (312) 346-4600
Email: Liza Warner
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Crowe LLP
Crowe LLP Crowe LLP (www.crowe.com) is a public accounting, consulting and technology firm that uses its deep industry expertise to provide audit services to public and private entities. The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax, advisory and consulting services. Crowe is recognized by many organizations as one of the best places to work in the U.S. As an independent member of Crowe Global, one of the largest global accounting networks in the world, Crowe serves clients worldwide. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
1801 California St Ste 2200
Denver, CO 80202-2635
Phone: (303) 831-5000
Email: Sindy Nicholson
Website »
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.
8 Third Street North
Great Falls, MT 59401-3104
Phone: (949) 499-8366
Email: Chris Lenihan
Website »
Discover Debit
Discover Debit Discover® Debit is the first debit card brand designed for community banks just like yours who want the freedom and choice to issue cards without the high costs and restrictions imposed by legacy brands. *UBA ENDORSED BUSINESS PARTNER*
1301 Mckinney St, Ste 2500
Houston, TX 77010-3062
Phone: (303) 993-4701
Email: Jim Foster
Website »
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.
111 S. Main Street, 21st Floor
Salt Lake City, UT 84111
Phone: (801) 933-7365
Email: Steven Waterman
Website »
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
5 Triad Center
Ste 600
Salt Lake City, UT 84121
Phone: (888) 777-2015
Email: Gary Smith
Website »
Engage fi
Engage fi With over 1,500 successful projects completed, the team at Engage fi is a blend of consultants, educators, integrators and advocates. We are laser-focused on guiding financial institutions through our proven process and enabling them to make informed, timely decisions on vendor relationships so they can change at the speed of the consumer. Engage fi has negotiated over $3 billion in savings and incentives for our clients. We have a unique approach, and our strategic projects are as unique as the clients we serve. Let’s Engage! www.engagefi.com
5550 W. Executive Drive, Ste 540
Tampa, FL 33609
Phone: (844) 415-7962
Email: Emily Harrington
Website »
EVO Asset Consulting
EVO Asset Consulting EVO Asset Consulting delivers a full-featured REO solution and a seasoned consulting team to handle everything it takes to liquidate a property. REO doesn’t need to be a headache. In fact, we can change your whole outlook on asset management with an easy-to-use solution that simplifies your processes, drives efficiency, increases compliance, and most importantly, generates profit. No matter your size, no matter the property type or how many you have, EVO and Zoocom deliver results.
114 S 140 W
Lindon, UT 84042-1968
Phone: (801) 953-8408
Email: Anthony Powell
Website »
Executech
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 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.
1099 18th St Ste 2700
Denver, CO 80202-1927
Phone: (720) 709-7613
Email: Duane Kerner
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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.
909 Locust St
Des Moines, IA 50309-2801
Phone: (800) 544-3452
Email: Zachary Bassett
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FHN Financial
FHN Financial For over 155 years, FHN Financial has been dedicated to helping our customers achieve their fixed income goals. Whether you want to buy or sell securities, need help managing your balance sheet, or seek to limit interest rate risk, we can deliver the appropriate products and services, precisely tailored to your needs. We’re confident you won’t find a more responsive, customer-focused fixed income shop anywhere. FHN Financial is an industry leader in fixed income sales, trading, and strategies for institutional customers in the US and abroad. We also provide investment services and balance sheet management solutions. With an average daily trading volume of $7+ billion, FHN Financial transacts business with approximately 50% of all US banks with portfolios over $100 million. (For 24 month period ending 4Q21.)
1000 Ridgeway Loop Rd Ste 200
Memphis, TN 38120-4036
Phone: (901) 435-8757
Email: Trae Winston
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FinPro, Inc.
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*
46 E Main St Ste 303
Somerville, NJ 08876-2339
Phone: (908) 234-9398
Email: Scott Polakoff
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Forvis Mazars
Forvis Mazars Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Stay ahead of the complexities facing financial institutions today. In the heavily regulated banking industry, leaders face more challenges than ever, from managing shareholder and regulator expectations to pursuing digital innovation. Forvis Mazars can help your financial institution tackle issues inherent to the industry, including market growth, internal control threats, industry consolidation, and compliance. We have the experience in financial services that you can trust: • Our leadership team has extensive industry experience, serving community, regional, and U.S. top 10 banks and financial institutions around the world. • We maintain the credentials and industry connections necessary to help you adapt to the latest developments. • Our professionals serve as exhibitors, sponsors, and speakers in the industry's largest associations. Combine our focus on Unmatched Client Experience® with the resources of a global firm and you'll find that Forvis Mazars is the trusted advisor your institution needs. Serving you is our passion and privilege.
250 E 200 S, Suite 1200
Salt Lake City, UT 84111
Phone: (303) 861-4545
Email: Bud Hollenkamp
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FPS GOLD
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.
1525 W. 820 N.
Provo, UT 84601-1342
Phone: (801) 429-2126
Email: Matt DeVisser
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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.
10813 S River Front Pkwy Ste 400
South Jordan, UT 84095-5611
Phone: (800) 459-8181
Email: Randal Roberts
Website »
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.
222 S Main St., Ste 2200
Salt Lake City, UT 84101-2194
Phone: (801) 799-5800
Email: Timothy Crisp
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Holman Capital Corporation
Holman Capital Corporation Holman Capital Corporation specializes in financing tax-exempt and taxable debt solutions issued by state and local governments, water agencies, and educational institutions nationwide. We finance our client’s equipment, facility, infrastructure, and energy needs. Our funding amounts range from $250,000 to $100,000,000 with financing terms up to 30 years. We provide our community bank partners with a full-service loan platform to originate, underwrite, price, and document public sector loans to reduce their operating expenses and build a high credit quality public sector portfolio.
25231 Paseo De Alicia Ste 105
Laguna Hills, CA 92653-4615
Phone: (949) 981-0237
Email: Lance Holman
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Hunt Financial Group
Hunt Financial Group Hunt Financial Group solely works with community banks. They help to implement short-term compensation strategies, incentive plans, and long-term benefit plans that retain key executives with protection at retirement, death, disability, and change in control. They also provide peer supporting data to help management, the compensation committee, and the board make these decisions.
4810 Ashley Park Ln Apt 1419
Charlotte, NC 28210-3882
Phone: (980) 335-2285
Email: Thomas Olaimey
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InterMountain Business Lending
InterMountain Business Lending IMBL is committed to providing the best SBA 504 loan experience for our partner lenders. We're proud of our staff and their ability to structure the tough deals, find a way to make a project work, do it right, and do it quickly. We've assisted over 1500 small businesses in building their dreams through building and equipment ownership. We'd love to partner with you to provide your customers with an amazing SBA lending experience.
5333 Adams Ave., Ste B
Ogden, UT 84405-7219
Phone: (801) 627-1333
Email: Caryl Eriksson
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IntraFi Network
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*
1300 17th St N Ste 1800
Arlington, VA 22209-3810
Phone: (703) 292-3462
Email: Bryan Harper
Website »
isolved
isolved isolved provides a robust HR & payroll foundation, simplifying everyday tasks and increasing employee engagement for all businesses. One solution that does it all!
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
Email: Brian Amend
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Kirton McConkie
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.
50 E South Temple, Ste 400
Salt Lake City, UT 84111-1010
Phone: (801) 328-3600
Email: Gary Winger
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MaxGiving Inc
MaxGiving Inc MaxGiving provides world class event fundraising software solutions for auction galas, golf scrambles, fundraising banquets, donation portals and giving days to nonprofits across North America. MaxGiving partners with financial institutions and community stakeholders to enable connection with causes in alignment with your community investment strategy while supporting financial institution staff as they volunteer and participate in fundraising events.
114 East 40th Street
Boise, ID 83714
Phone: (208) 495-5000
Email: Lehi Kafri
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Moody's Analytics
Moody's Analytics Moodys Analytics provides financial intelligence and analytical tools to help business leaders make better, faster decisions. Our deep risk expertise, expansive information resources, and innovative application of technology help our clients confidently navigate an evolving marketplace. We are known for our industry-leading and award-winning solutions, made up of research, data, software, and professional services, assembled to deliver a seamless customer experience. We create confidence in thousands of organizations worldwide, with our commitment to excellence, open mindset approach, and focus on meeting customer needs.
7 World Trade Ctr
250 Greenwich Street
New York, NY 10007-2140
Phone: (212) 553-1000
Email: Anna Labowicz
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Moss Adams
Moss Adams With more than 3,800 professionals across 30-plus locations in the West and beyond, Moss Adams provides the world’s most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity. Financial institutions of all sizes face complex challenges, from implementing new regulations to maintaining adequate IT security to managing a compliance program with limited resources. Our financial institutions practice currently serves more than 500 depository institutions—from community banks to credit unions to publicly traded organizations with assets in excess of $25 billion. Beyond analyzing your financial statements and addressing your tax and assurance needs, we offer a coherent, solutions-based approach catered to the financial service industry’s unique complexities. Discover how Moss Adams brings more West to business.
601 W Riverside Ave, St 1800
Spokane, WA 99201
Phone: (509) 747-2600
Email: Mike Thronson
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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.
2595 E 3300 S
Salt Lake City, UT 84109-2727
Phone: (801) 474-3232
Email: Danny Mangum
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Newcleus, LLC
Newcleus, LLC The power of Newcleus: combining decades of experience to redefine what’s possible in designing and administering compensation, benefits, investment, and financing strategies. We generate the uncommon insights that ensure you retain the people who power your company.
411 South State Street, 3rd Floor
Newtown, PA 18940
Phone: (267) 291-2130
Email: Larry Rowley
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ODP Business Solutions
ODP Business Solutions UBA has partnered with ODP Business Solutions to provide association members significant discounts on a wide range of office and banking supplies, cleaning supplies, furniture, break room provisions, print solutions and promotional products. SBA’s partnership with ODP Business Solutions is part of a national state bankers association discount program accessed by hundreds of banks across the country. The program has proven to deliver an average cost savings of 20-30% to participating members. Program Benefits • Select from 1,300+ discounted items that are frequently used by the banking industry. • Customize a list of up to 75 additional items from a select group of office supplies to help meet your specific objectives. • Enjoy free, next-day delivery on qualifying orders of $50 or more, within our local delivery areas. • Give your associates access to the contract pricing through our Employee Purchase Program • Buy online and pick up in-store in one hour. • Leverage cost-saving tools, convenient reporting and bill management through our world-class e-commerce platform. • Help drive savings and compliance with quarterly business reviews from our highly trained sales team. *UBA ENDORSED BUSINESS PARTNER*
9501 Amberglen Blvd Ste 200
Austin, TX 78729-1156
Phone: 1 (888) 263-3423
Email: Aaron Pena
Website »
OnCourse Learning
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*
P.O. Box 310
Waunakee, WI 53597
Website »
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 180 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; Employment & Labor; Government Relations & Lobbying; Healthcare; Immigration Law; Intellectual Property; Litigation; Real Estate; and Tax law. Headquartered in Salt Lake City, Parsons Behle & Latimer has offices in Boise and Idaho Falls, Idaho, Lehi, Utah, Helena and Missoula, Montana, and Reno, Nevada.
201 S Main St Ste 1800
Salt Lake City, UT 84111-2218
Phone: (801) 532-1234
Email: Gary E. Doctorman
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PCBB
PCBB PCBB believes in the power of local financial institutions to be the catalyst of small business growth and to enable communities to thrive. Our team is committed to providing not only the tools and knowledge our customers need to serve their clients, but also the partnership and trust they deserve. Our robust suite of competitive services includes cash management and international services, lending solutions, and profitability and risk management advisory services. These solutions help community financial institutions maximize revenue, increase efficiency, and manage risk.
1676 N California Blvd Ste 300
Walnut Creek, CA 94596-4185
Phone: (415) 399-5800
Email: Jay Kenney
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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
PULSE, a Discover Company Discover® Debit is the first debit card brand designed for community banks just like yours who want the freedom and choice to issue cards without the high costs and restrictions imposed by legacy brands.
1301 McKinney St., Suite 600
Houston, TX 77010
Phone: (281) 884-8663
Email: Jim Foster
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PwC
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.
R&T Deposit Solutions
R&T Deposit Solutions Founded in 1974, R&T Deposit Solutions provides deposit and liquidity solutions to financial intermediaries around the country. R&T offers a wide range of innovative tech-enabled services to help banks, credit unions, broker-dealers, trust companies and wealth managers meet their unique cash sweep, deposit funding, and securities-based lending needs. Through the Demand Deposit Marketplace® (DDM®) program, R&T provides banks and other depository institutions with access to millions of dollars in reciprocal deposits, and underlying customers with access to expanded levels of FDIC insurance on their deposits through other participating banks. R&T also is the trusted vendor of large broker-dealers and other financial institutions that administer their insured cash sweep programs. For a list of banks in our network, visit https://rnt.com/about/bank-lists/
1370 Broadway, Fl 17
New York, NY 10018
Phone: (866) 237-2752
Email: Carissa Cancel
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Raisin
Raisin Raisin is a turnkey digital solution that helps raise retail deposits efficiently and cost-effectively by connecting financial institutions with consumers nationwide and delivering the full deposit value chain. With our proprietary direct-to-consumer channel, we provide savers across America with access to a suite of savings products from our network of financial institutions through the convenience of a single account that can be set up in minutes.
1411 Broadway
New York, NY 10018
Phone: (646) 696-0035
Email: Shana Hennigan
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Ray Quinney & Nebeker P.C.
Ray Quinney & Nebeker P.C. Ray Quinney & Nebeker is the region’s top law firm for banks, lease finance companies, and other financial institutions. We have the largest and most sophisticated banking and financial institutions practice in Utah, with many of our lawyers having more than 25 years of experience in this practice area. For decades, the Firm has represented the largest multi-state bank holding company in the Intermountain West and the largest bank in Utah. We continue to represent a broad range of financial institutions, equipment leasing companies and other credit providers, both large and small, including Utah, regional and national financial institutions. We have years of transactional experience with commercial, real estate, and consumer transactions as well as in other more specialized lending and leasing areas. We have demonstrated expertise in resolving risk management issues for financial institution and other clients such as with problem loans and leases, workouts, and bankruptcy representation. In short, Ray Quinney & Nebeker is the “go to” law firm for Utah’s most important and prosperous lenders and lessors.
36 S State Street, Ste 1400
Salt Lake City, UT 84111-1451
Phone: (801) 532-1500
Email: Richard Madsen
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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 36-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.
64 E Winchester St Ste 230
Salt Lake City, UT 84107-5602
Phone: (801) 366-0040
Email: Christopher Jensen
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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
2755 E Cottonwood Pkwy, Suite 100
Salt Lake City, UT 84121
Phone: (385) 342-9341
Email: Jim Cronauer
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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.
15 West South Temple, Ste 600
Salt Lake City, UT 84101
Phone: (801) 531-7870
Email: Darwin Bingham
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Select Bankcard
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*
170 S Interstate Plz Ste 200
Lehi, UT 84043-8602
Phone: (801) 791-1938
Email: Pete Mudrow
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Shred-It
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*
205 Winchester Dr
East Stroudsburg, PA 18301-8197
Phone: (917) 528-7940
Email: Kevin Kroboth
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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.
5353 S 960 E Ste 102
Salt Lake City, UT 84117-3569
Phone: (801) 484-5206
Email: Kenneth Simpson
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Sundance View Holding Company LLC
Sundance View Holding Company LLC Sundance View Holding Company was created to develop renewable energy projects, provide angel /venture funding and invest in real estate.
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
2975 West Executive Parkway, Suite 139
Lehi, UT 84043
Phone: (800) 937-2257
Email: Brian Bates
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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.
6543 Commerce Pkwy Ste M
Dublin, OH 43017-5299
Phone: (740) 967-1131
Email: Brian Ruhe
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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.
6880 South 700 West, 2nd Floor
Midvale, UT 84047
Phone: (801) 316-9111
Email: Daniel J. Adams
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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.
2479 South Lake Park Blvd.
Salt Lake City, UT 84120
Phone: (801) 902-8290
Email: Grant Whitaker
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vCom
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*
12657 Alcosta Blvd Ste 418
San Ramon, CA 94583-4602
Phone: (503) 292-3640
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Vericast
Vericast Vericast, which includes Harland Clarke’s legacy, is a leading marketing solutions company that helps businesses across many industry verticals connect with consumers through data, analytics, and a broad portfolio of digital and print solutions. With a rich history in supporting the needs of financial institutions, Vericast values its industry partnerships and connecting with organizations to help them better engage their customers. Today, the company brings to its diverse offering: • Data expertise: A holistic understanding of consumers based on proprietary data, insights, data science and intelligence • Channel ownership: Owned online and offline channels reaching consumers how, when and where it matters • Veritical depth and breadth: Decades of experience and trusted relationships in diverse industries that fuel marketing results for clients • Execution Expertise: Optimization of business-to-consumer touchpoints throughout the buyer lifecycle with best-in-class tools and services
15955 La Cantera Pkwy
San Antonio, TX 78256-2589
Phone: (801) 288-2133
Email: Cristi Vernon
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Wasatch Business Finance
Wasatch Business Finance Wasatch Business Finance is a Certified Development Company chartered by the SBA to facilitate SBA 504 lending. Built by bankers for bankers. Service, and confidentiality are what set up apart.
5288 S Commerce Dr Ste B-228
Salt Lake City, UT 84107-4783
Phone: (385) 799-6701
Email: Steve Carlston
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West Monroe Partners, LLC
West Monroe Partners, LLC West Monroe is a digital consulting firm that works in diverse, multidisciplinary teams of industry, operations, and technology experts to deliver quantifiable financial value. We help clients be digital. Financial Services Consulting. Commercial Banking: We work across lending and treasury management to digitize operations, build effective sales teams, and elevate the client experience - all while ensuring your bank can respond to changing regulations, fast. Retail Banking: Now more than ever, consumers expect digital, personalized experiences from their bank. We work to implement technology needed to support digital products and experiences and build leading customer engagement and loyalty strategies. M&A: We tackle the complexities of M&A across the deal lifecycle. We leverage our expertise - leading 500+ transactions annually, firmwide- to guide seamless integrations so you can realize the promised value of the deal. Payments: We partner with banks and payment providers to build competitive card programs. We leverage the latest technology to ensure smart program design that delivers the experience demanded by customers. Agricultural Lending and Farm Credit: We help agricultural lenders and farm creditors leverage data and technology, ensure flexibility and resilience, and find new ways of engaging their customers.
1000 Wilshire Blvd Ste 1100
Los Angeles, CA 90017-2471
Phone: (213) 631-4837
Email: Chris Caulfield
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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.
310 S Main St Ste 1100
Salt Lake City, UT 84101-2105
Phone: (801) 844-7853
Email: Phillip Diederich
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68 Match(es) found.