Strategic Members

Hunton LLP has counseled institutions on more than 400  M&A transactions and dozens of nonbank acquisitions.  The group is No. 3 in cumulative M&A transactions since 2000.  The firm assists on regulatory matters, IT and customer agreements, securities offerings, capital planning, cybersecurity, compliance and BSA/AML issues, dozens of IPOs and secondary offerings, over 100 de novo bank charters (including the …

Since 2001, BHG Financial has originated more than $19 billion in loan solutions to top-quality borrowers, which community banks can purchase via the BHG Loan Hub. To date, over 1,600 bank partners have trusted in this program as a proven source of interest income and diversification for their bank. CONTACT INFORMATION: Contact: Thomas Badolato 201 Solar Street Syracuse, NY 13204 …

RSM US LLP’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class assurance, 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 …

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(r) through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. …

Established in 1947, Finley & Cook, PLLC is one of Oklahoma’s premier accounting firms specializing in full scope audits, internal audits, income tax preparation, and consulting including evaluations and analysis of Sub-S elections. CONTACT INFORMATION: Contacts: Tim Barnes or Chance Allison 1421 East 45th Street Shawnee, OK  74804 Phone: (800) 375-3286 Email: tbarnes@finley-cook.com or callison@finley-cook.com Website: www.finley-cook.com

INSURICA’s Financial Practice Group offers specialized solutions to financial institutions. From community banks to large commercial lenders, we utilize a unique approach to providing insurance and risk management by investing in you to understand your industry and your business. CONTACT INFORMATION: 5100 N Classen #300 Oklahoma City, OK 73118 Phone: (405) 556-2249 Contact: Brandon Peck Email: brandon.peck@insurica.com Website: www.insurica.com

D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions, and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha, and Seattle, the company has approximately 1,600 employees working from 112 locations in 29 states and …

Advantage Health Plans Trust has been providing employee benefit plans for community banks for over 50 years. AHPT focuses on: healthcare value & transparency education, outstanding customer service, compliance & regulation assistance, community involvement, and fostering an ownership mentality of this banker-owned health program. CONTACT INFORMATION: Contact: Todd Rogers, Executive Director Business Development 13431 Broadway Ext., Suite 130 Oklahoma City, OK 73114 …

Fenimore Kay Harrison is a boutique law firm focusing on representing community banks. The firm provides legal services to banks, thrifts and other financial institutions, as well as their investors, directors, directors and executive officers in a full range of corporate, transactional, securities and regulatory matters confronting the financial services industry. CONTACT INFORMATION: 812 San Antonio Street, Suite 600 Austin, …

With offices on Dallas, Oklahoma City and Tulsa, the Firm is engaged in all aspects of the practice of law including aviation, agribusiness, banking and financial institutions, bankruptcy, commercial, consumer, energy and environmental, finance, intellectual property, labor and employment, litigation of all types, tax, trusts and estates, and real estate law. CONTACT INFORMATION: 324 N. Robinson Ave., Ste. 100 Oklahoma …