Strategic Members

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: 1421 East 45th Street Shawnee, OK  74804 Phone: (405) 878-7381 Contact: Tim Barnes Email: tbarnes@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 independent 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, TX …

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 …

Jack Henry™ is a well-rounded financial technology company that strengthens the connections between people and their financial institutions through technology and services that reduce the barriers to financial health – with the purpose of empowering people and communities to gain the financial freedom to move forward. Visit jackhenry.com to learn more. CONTACT INFORMATION: 663 West Highway 60 Monett, MO  65708 …

Haberfeld works with banks in Oklahoma and nationwide to significantly grow primary banking relationships, resulting in additional low-cost deposits, recurring noninterest income, and loan volume. Partners add 2x more checking openings through a complete strategy that aligns frontline execution with data-driven marketing. Clients gain more ROA/ROE compared to peers, have lower cost of funds, and better manage margin compression. Contact: …