Strategic Members

The Baker Group is one of the nation’s largest independently owned securities firms specializing in asset/liability and investment portfolio management for community financial institutions. Since 1979, we’ve helped our clients improve decision-making, manage interest rate risk, and maximize investment portfolio performance. CONTACT INFORMATION: 1601 NW Expressway, Suite 2000 Oklahoma City, OK  73118 Phone: (405) 415-7200 Fax: (405) 415-7366 Contact: Roy …

American Bank System has been serving community banks since 1969 with superior solutions and high-touch customer care. We are family-owned, privately-held, and customer-focused. CoPilot is our loan and deposit origination system which may be combined with our FastApp Online software. BankManager® is our intuitive and easy-to-use document management and imaging system. We offer seamless integration between CoPilot, FastApp, and BankManager …

HoganTaylor LLP is one of the largest business advisory and public accounting firms in Oklahoma and Arkansas, with more than 330 personnel and offices in Tulsa, Oklahoma City, Little Rock, and Fayetteville. Financial Institutions services include audits, financial statement prep, internal control, directors exams, internal audits, loan review, regulatory compliance, capital planning, income tax, IT, valuation and other advisory services. …

Certified Development Company for SBA 504, USDA Meat & Poultry lender, SBA microloan lender, New Market Tax Credit allocatee. Also provide home buyer incentive programs, as well as diversified business development services. CONTACT INFORMATION: 2912 Enterprise Drive Durant, OK  74701 Phone: (800) 658-2823 Fax: (580) 920-2745 Contact: Debbie Partin Email: dpartin@reiok.org Website: http://www.reiok.org

David Capital Partners, Inc. is a life insurance and financial services firm dedicated to BOLI (Bank Owned Life Insurance) business and focused on consulting with community and regional banks. The team offers over 60 years of combined experience and expertise in the BOLI marketplace and non-qualified benefit space. We increase bank earnings and shareholder value to fund benefit liabilities. Our …

We provide accounting and consulting services exclusively to independent banks throughout the United States. Services include audit/directors’ examinations, tax preparation and trust services, regulatory compliance, mergers and acquisitions. We also provide loan reviews and due diligence, strategic planning, IT/EDP examinations, selecting data processing systems and profitability analysis.   CONTACT INFORMATION: 1580 Lincoln Street, Suite 700 Denver, CO 80203 Phone: (303) …

JMARK, a veteran-owned IT services provider with over 120 employees, has been delivering industry-leading managed IT services across the U.S. for over 35 years. With a focus on helping businesses protect their operations and grow, JMARK places a strong emphasis on a “People First, Technology Second” approach. This philosophy underpins their mission to empower individuals, fostering growth, innovation, and success …

FHLBank Topeka is a highly rated wholesale lender that provides liquidity and funding for our members to support housing, economic development and asset/liability management. The cooperative nature of FHLBank Topeka, which is owned by its member financial institutions, enables it to provide competitive funding as well as letters of credit, secondary mortgage products, overnight deposits, demand deposit accounts and safekeeping …

Hunton Andrews Kurth 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 …

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 …