Oklahoma Bankers Association We make bankers better!
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 …
January 2018
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January 10, 2018
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(r) through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. …
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January 10, 2018
F&C CPAs
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
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January 9, 2018
Week of Jan. 8
In This Issue… • Greetings from Guy • ABA shares preliminary analysis of tax reform • Fed report on rural employer firms confirms importance of small banks • Credit union regulator to head CFPB? • Government Relations Council, OBA board to meet • OBA Bankers’ Night Out programs ready for spring • Register for OBA’s 2018 Contact Banker Program • OBA …
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January 9, 2018
INSURICA Insurance Management Network
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
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January 9, 2018
D. A. Davidson & Company
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 …
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January 9, 2018
Advantage Health Plans Trust
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 …
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January 9, 2018
Fenimore Kay Harrison
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 …
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January 8, 2018
Have your bankers, coworkers attended OBA Intermediate School?
Have your bankers and/or coworkers attended the OBA Intermediate School? If the answer is “no,” then NOW is the time to think about it! The 2018 OBA Intermediate School takes place over two week-long session on Feb. 5-9 and June 4-8. This incredibly important school is designed to prepare students to serve effectively and profitably the needs and desires of their banks …
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January 5, 2018
Crowe & Dunlevy
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 …