IBC Benefits Purchasing Guide 2013

&
IBC Benefits
Purchasing Guide
2013
Banking at its Best
The Independent Bankers of Colorado (IBC)
is the largest banker trade association in Colorado,
providing a common voice exclusively for community
banks across Colorado, currently with more than 60
member banks conducting business with nearly 400 locations statewide. The IBC is an advocate for community
banks and seeks to influence legislative and policy decisions at the federal and state levels. We provide timely
and important information to our members through our newsletter, website and legislative updates. We also
have more than 60 associate members who actively support the IBC through the products and services they
offer to Colorado’s banking industry and their participation in our many programs. Through our Preferred
Provider Program, we offer quality products and services at reduced rates to members.
Table of Contents
Membership Benefits................................................................................................. 2
Education and Networking Opportunities........................................................ 3
IBC’s Preferred Providers........................................................................................ 5
ICBA-Sponsored Services............................................................................... 13
IBC Associate Members...................................................................................... 15
Independent Bankers of Colorado
1900 Grant Street, Suite 1120 . Denver, Colorado 80203
303.832.2000 . www.ibcbanks.org
Membership Benefits
How does my bank benefit?
sent to more than 400 member and non-member
bank locations statewide and associate member
representatives. It keeps our readers updated on
banking issues and trends, state and federal legislation,
industry products and services and IBC sponsored
events. IBC associate members receive two one-third
page ads per year and are listed on our Web Site as free
member benefits, as well as other discounted and free
promotional opportunities. Our associate members
regularly appear in our newsletter as guest writers.
All IBC member banks receive myriad membership
benefits, including discounts on association programs,
free legal advice and discounts on products and services
essential to your banking operation.
We provide a voice you can count on.
The IBC provides Colorado’s only lobbying effort
exclusively on behalf of community banking issues at the
state and federal levels. This association is represented
by staff and lobbyists who have extensive experience
and enjoy substantial credibility with Colorado’s
Congressional delegation and General Assembly on
issues of importance to community banks. The IBC
staff closely monitors and remains actively involved in
all aspects of state and federal banking regulation. Our
COINPAC and Government Relations Fund monies ensure
the IBC’s active participation in the political process.
Free legal advice with just a phone call.
One of our most popular benefits, the IBC Hotline,
provides free, instant responses to questions about legal
and compliance issues. IBC member banks may contact
Bieging Shapiro & Barber, LLP, the IBC’s legal counsel, with
legal and compliance questions regarding their work.
Bieging Shapiro & Barber will also review agreements
and provide recommendations in conjunction with the
Hotline. IBC member banks may call (303) 832-2000 for
the number to the Hotline.
Finally, a newsletter you will want to read.
The Independent Report is our electronic newsletter
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Membership Benefits, continued
Everyone you need to call in one directory.
Our web-based Directory lists Colorado community banks and their
officers. The Directory is updated continually and also lists associate
members with a description of their products and services. All IBC
members can access the directory via IBC’s website at www.ibcbanks.org.
A website for the surfer in you.
Our website offers access to current information about the IBC’s products
and services and member information. It also has links to related sites.
Consumers can access our “find a bank/ATM” to find locations of our
member banks and ATMs nearest them. The IBC’s website address is
www.ibcbanks.org. Utilize the Legislative Issues area to track state and
federal legislation and to contact your elected officials.
There are plenty of ways to get involved.
Members may serve on the IBC’s or IBC/IBCEF joint committees that offer
direction and recommendations to us in the following areas: Ag and
Natural Resources, Convention, Special Products and Services Advisory
Committee, Next Generation of Bank Leaders, and Government Relations
Committees. Member banks can also serve on our Board of Directors.
Education and Networking Opportunities
IBC Education Foundation (IBCEF)
• Offer scholarships to graduating high school seniors
who are the children of community bankers and
community bank customers.
Mission
• Offer a variety of affordable education and training
programs for community bankers to enhance
the knowledge and skills of community banking
employees who operate in a highly regulated
industry.
We keep you up-to-date with all the latest and
greatest.
The IBCEF provides programs throughout the year via
webinars, teleconferences, or on-site events on topics of
interest: management, compliance, lending, operations
and front-line staff. We also offer internet-based training
available through our website 24 hours a day – seven
days a week. Participants of our Education Program
receive discounts enabling multiple employees and
officers to participate.
• Support banking certificate programs and
continuing professional education offered through
public colleges and universities for students and
community bankers.
• Support financial literacy initiatives.
• Support broad-based education and training programs
offered to other industry and community groups.
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Education and Networking Opportunities, continued
Community Banker Roundtables – Hot Topics,
Industry Issues and Outreach
Banks joining our roundtables participate in regular
meetings in several locations throughout the state. Our
roundtables offer CEO’s and officers the opportunity
to discuss issues with their peers over lunch, listen
to guest speaker presentations on topics chosen by
participating bankers, and receive legislative, regulatory
and association updates.
Career Banker Network – Connecting Community
Bankers
The IBCEF’s Career Banker Network (CBN) is dedicated
to enhancing the professional development of its
participants and assisting them in becoming future
industry leaders. CBN establishes a venue for participants
to become more actively involved in the industry and
the IBC. CBN participants receive an annual subscription
to the CBN and IBC bi-monthly newsletters, receive
discounted pricing for IBCEF events and education
programs and much more! Participants attend the
Community Banker Roundtables at NO cost! All of these
benefits for a minimal per-person fee or individual banks
may register their bank and branch employees for a
minimal flat fee.
includes timely keynote speakers and breakout sessions
that provide guidance to meet the increasing challenges
in the agricultural and natural resources sectors.
Don’t miss our Annual Convention (mostly
business, but some play!).
Our annual three-day convention is devoted to
community banking issues and has become Colorado’s
largest statewide community banking convention
and networking opportunity. Conducted every fall, it
includes timely keynote speakers, breakout sessions,
golf tournament, exhibit hall and two nights of dining
and entertainment in a resort setting.
Annual High School Scholarship Contest.
Two one-time $1000 scholarships are awarded to a
graduating senior who is a customer of a member bank
and to a child or employee of one of our member banks
who will be attending a Colorado higher education
institution.
A conference for the ag and natural resources
community.
Conducted each spring, this day and a half conference
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The IBC’s Preferred Provider offerings include
surcharge free ATM network, merchant processing,
check printing, business forms, check imaging, and
other Preferred Provider products and services.
Our following Preferred Providers offer exclusive
products and services to our member banks, often
at significant discounts.
INDEPENDENT BANKERS NETWORK
IBC’s Preferred Providers
PREFERRED PROVIDERS
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Customers browse our selection of vehicles at a website branded for your bank
A Personal Auto Consultant is assigned to each customer
Consultants are available by phone or online seven days per week
Details on availability, pricing, incentives and brand comparisons are provided up-front
Guaranteed trade-in values are provided up-front and online
SELECTION FROM THE NATION’S LARGEST INVENTORY
As a subsidiary of AutoNation, Inc. -- America’s largest auto retailer on and off the web – we
provide the largest vehicle inventory in the nation – featuring every major brand.
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More than 70,000 vehicles
New and pre-owned
All major brands via one convenient source
Up-front pricing posted online
Every vehicle comes with a three-day, 150-mile money-back guarantee
TOTAL TRANSPARENCY
What makes us different? The way our customers feel. AutoNation Direct customers
consistently report a unique and pleasurable buying experience. We share information up-front,
fulfilling a commitment to total transparency and an unbiased position to the brand or model of
vehicle. In fact 97% of our customers say they would recommend us to a friend. So you can feel
free to recommend us to your customers.
To learn more about the future of car buying, contact Jane Clift at 877-600-3011 x 1401 or
[email protected]
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PREFERRED PROVIDERS
SHOPPING WITH A PERSONAL AUTO CONSULTANT
INDEPENDENT BANKERS NETWORK
AutoNation Direct provides your business and consumer banking customers with a simple and
easy way of researching, locating and acquiring a new or pre-owned vehicle without the hassle,
negotiations or games often played when purchasing a vehicle. AutoNation Direct will integrate
seamlessly into your bank’s lending process– increasing loan closing ratios and customer
satisfaction levels. It’s a completely unique approach that represents the future of car buying.
Grow your customer relationships with
Mobile payments technology
Highly competitive unbundled pricing
Quick approvals and startups
High-touch training and support from BBW
B A N K E R S ’ B A N K O F TH E W E S T
Merchant Services Program endorsed
by Independent Bankers of Colorado
1099 18th Street · Suite 2700 · Denver, Colorado
303-291-3700 · 800-873-4722
www.bbwest.com
Member FDIC
Founded in 1980 to serve only community banks, Bankers’ Bank of the West (BBW)
provides a variety of outstanding products at competitive prices. Our merchant
services program—which is endorsed by the Independent Bankers of Colorado—
delivers significant “extras” at no additional cost to you. Among them are:
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Flexible product offerings;
Quick startups;
Dedicated implementation and conversion team;
On-site bank staff training;
A program that is risk-free to your community bank; and
Performance of onsite merchant conversions by BBW.
Our premier services include image cash letter processing; agent fed funds and
fed funds lines; wire transfers; international services; safekeeping; certificates of
deposit for banks; and loan participations and municipal leasing. Capital market
services are available through our partners, BBW Capital Advisors. For more
information on how we can help you succeed, visit www.bbwest.com or call 303291-3700.
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PREFERRED PROVIDERS
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INDEPENDENT BANKERS NETWORK
Come thrive with us.
INDEPENDENT BANKERS NETWORK
Harland Clarke, a leading provider of
best-in-class solutions, serves more than
11,000 financial institutions nationwide.
We offer:
• PaymentSolutions
Harland Clarke Payment Solutions
include checks, card services, forms
and cash management programs. We
help banks improve operational efficiency
and increase revenue, while enhancing
customer satisfaction.
• MarketingServices
Our integrated, multichannel
marketing services are designed to
grow relationships through meaningful,
information-based interactions.
• SecuritySolutions
Harland Clarke offers a wide range of
security solutions for banks to provide
to their consumer and business account
holders. Our solutions provide peace of
mind and protection in an uncertain,
ever-changing environment.
Our solid advice, proven products and services,
and more than 100 years of experience have
earned us the privilege of being our clients’
trusted adviser.
Harland Clarke. Smarter Decisions, Better Results.
To learn more, visit harlandclarke.com.
Harland Clarke’s payment, marketing and security solutions are the surest ways
to stay in the game. Like a professional chess player who is always several moves
ahead, we devise and execute strategies that maximize the value of your account
holder relationships and enhance your business. If you’re ready to move in the
right direction, call your Harland Clarke representative today.
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© 2012 Harland Clarke Corp. All rights reserved.
PREFERRED PROVIDERS
A move in the right
direction makes all
the difference.
INDEPENDENT BANKERS NETWORK
Managing Payments,
Driving Solutions
Heidi Saba
[email protected]
303.399.8929
© Copyright 2011 Vantiv, LLC. All rights reserved.
IBC-Saba.indd 1
11/28/2011 2:05:13 PM
Integrated Bank Technology (IBT) is a provider of some of the most innovative and powerful
banking software solutions available in the industry today. In addition to providing Core
Processing, Integrated Image Teller, Statements, Check 21 Proof of Deposit, IVR, Internet
Banking, Document Imaging and more, our flagship product, the Integrated Bank Environment
(IBE) is the powerhouse application that brings all these applications together in one place, for
you to manage and view your financial institution data in a real time environment. IBE facilitates
the electronic exchange of customer and transaction information from multiple applications to one
consolidated database. This enables everything to be tracked and managed from a single point
of view - your desktop! IBT has successfully integrated more than 100 individual financial
institutions. IBT is backed by a team of former community bankers, who understand the
uniqueness of your institution and the challenges you face in today’s banking environment.
http://www.ibanktech.net/
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PREFERRED PROVIDERS
We’re Vantiv. Dedicated, strategic professionals with 40 years of experience developing innovative payment processing
solutions for financial institutions and merchants. We offer an extensive suite of debit, credit, prepaid, ATM and merchant
services to provide you with new sources of revenue. Our people, technology, and partnerships are the Vantiv difference.
Let’s discuss your future success.
the bank. Because Main Street is a two way street. We value each and every customer, not just the bottom
line.“—Will Buyck, Bank of Clarendon, Manning, South Carolina. “We provide capital to help business owners
realize their goals—
and in doing so provide employment for local people. These dollars are
recycled into our
We support
I enjoy helping
jobs, and improve the
—Tom McGraw,
community that we live in. As a community banker,
Northern California, I have the privilege to see the impact I have on a
and help those
achieve their dreams, create
business people
communities.
—Robert Hemsath, Security First Bank Fresno, California
government can’t.“
First National Bank of
South San Francisco,
a vibrant community and
community bank there.
They go hand in hand.“—Steve Zeman, Union State Bank of West Salem, West Salem, Wisconsin. Thank you for
all you do—you keep your communiTy Thriving and our counTry’s economy sTrong.
See your name & quote?
One Mission. Community Banks.
™
ICBA Bancard & TCM Bank
Let us know and you could win an iPad!
Email us at [email protected]
ICBA Mortgage
1-866-THE-ICBA | www.icba.org
ICBA Reinsurance
ICBA Securities
4921_ICBA_8x5.25.indd 1
11/8/11 9:30 AM
ICBA Services Network®
Whether considering a new product line, or seeking a community bank-focused provider, the
ICBA Services Network has solutions for your bank through its financial services companies:
ICBA Bancard®/TCM Bank®: Payment & Card Issuing Solutions
ICBA Reinsurance®: Credit Life & Disability Insurance
ICBA Mortgage®: Secondary Market Access & Loan Solutions from ICBA Mortgage
Solutions®
ICBA Securities®: Bank Investment Solutions & Profitability Consultations
For more information, contact the ICBA Services Network by visiting www.icba.org or by calling
800-828-7183 Fax 202-659-3607
1615 L St, NW, Suite 900
Washington, DC 20036
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PREFERRED PROVIDERS
California. “Find me daily basis.
there will be a vibrant
community causes
INDEPENDENT BANKERS NETWORK
“I’m a community banker because I’m empowered to make decisions that are right for both the customer and
INDEPENDENT BANKERS NETWORK
www.fisglobal.com
Managing a financial institution for success is difficult − especially with technology constantly evolving − given
the demand for more time and resources in order to maintain customer needs.
ProNet Solutions has joined the FIS™ family to dedicate additional focus on managing the technology platforms
of community banks. Services available include: Virtual Network Management, LAN/WAN Management, IPT
Management, Advisory Services for audit preparation, Hosted and Managed Security Services, CyberGuard and
DataGuard. These services will help strengthen your core offerings by having adequate time and resources
dedicated to them once again.
The financial services industry is continually evolving, and technology will not stop for you to keep pace. Do you
currently have the time to focus on IT management while attending to customers? FIS has the time to support
your IT infrastructure; are you ready to dedicate time to your IT strategies in 2013?
To learn more about FIS Managed IT Services, please contact Bret Hart, client relationship manager,
at [email protected] or 303.862.3881, or contact your strategic account manager or product sales
consultant for further information.
© 2012 FIS and/or its subsidiaries. All Rights Reserved.
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PREFERRED PROVIDERS
At last – the
technology,
management and
people you need
for IT outsourcing
now cross at a
single point.
For 30 years, our sole focus has been debit. We deliver the
nationwide POS and ATM acceptance, unsurpassed value
A Discover Financial Services Company
Go to pulsenetwork.com to learn why PULSE is the debit network choice
© 2011 PULSE 11
Dedicated to protecting
community banks.
Community banks throughout the nation have turned to us to help
them gain the assurance needed to thrive in difficult times. Designed
for community banks, Travelers SelectOne® is a simple approach to
protection. Contact Jim Shortall at [email protected]
Travelers is proud to be a preferred provider of the IBC.
© 2011 The Travelers Indemnity Company. All rights reserved. The Travelers Indemnity Company and its property casualty affiliates.
One Tower Square, Hartford, CT 06183
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travelers.com
PREFERRED PROVIDERS
and trust that enable your debit program to thrive.
INDEPENDENT BANKERS NETWORK
Looking for help to navigate the
turbulent seas of today’s debit market?
Serving Community Bank Customers
Across Colorado
The IBC’s Surcharge-Free ATM Network
The IBC’s surcharge free ATM network is an alliance of
community banks that helps solidify your customer
base by offering your customers access to more than 80
surcharge-free ATMs throughout the state of Colorado.
As a member of the network, you waive surcharges to
the customers of banks belonging to our network, while
retaining the option to charge non-member customers
who use your ATMs. Our alliance means that community
bank customers will remain with their community-based
banks, yet be able to access a broad choice of surchargefree ATM locations.
The IBC’s Preferred Providers enables your bank to:
• Retain and attract new customers
• Compete with large banks and credit unions
• Increase the availability of community banks
surcharge-free ATMs across the state
• Enhance the community banking industry in
Colorado
• Have the option to surcharge transactions of nonmember customers
The IBC’s Preferred Providers benefits:
• Competitive membership costs and intercharge fees
• Surcharge-free ATM location directories for your
customers
• IBC website directory of participating bank ATM
locations
• Logo stickers for participating ATMs
• Access to all national, regional and EBT networks
• Accommodates surcharging of non-member
customers
• Vendor ATM discounts
• Provides enhanced card products for fee income
opportunities
Supported by PULSE, Vantiv and Banker’s Bank of
the West:
• Providing reliable customer service
• Online and offline debit processing
• Optional shared deposit taking
• Positions your bank as one that consumers can
access anytime…surcharge free
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ICBA-Sponsored Services
The Independent Bankers of Colorado supports and recommends the following products and services supplied
by our national association, the Independent Community Bankers of America (ICBA). By combining the product
support of vendors with the purchasing power of ICBA members, community banks have harnessed their
purchasing ability to save member banks over $6 million since the inception of the ICBA Purchasing Guide Program.
ICBA Network Services
ICBA Bancard & TCM Bank
ICBA Compliance & Risk Management
ICBA Mortgage
ICBA Reinsurance
ICBA Securities
ICBA Preferred Service Providers
Insurance
M Benefit Solutions – Officer Compensation & Benefits, BOLI
Travelers Insurance – Property & Casualty, Blanket Bond and
Directors & Officers Liability Insurance
WNC Insurance Services - ONEFlood™ Online Flood, Hazard,
Wind Insurance, Flood Zone Determinations
Lending Solutions
Farmer Mac – Farm & Ranch Loan Products
Holtmeyer & Monson – SBA Lending and Consulting
Services
iHELP – Private Student Loan Package
OneWorld Business Finance – Leasing Equipment
Financing
ProfitStars – Website Solutions, Remote Deposit,
Remittance and Asset Based Lending
WebEquity Solutions – On-Demand Lending Software
Wolters Kluwer Financial Services’ – Consumer,
Commercial, SBA Lending Origination Software
Compliance & Bank Operation Solutions
Agility Recovery – Business Continuity Testing and Disaster Recovery
Affiliated Power Purchasers – International Energy Procurement Program
BLM Technologies – Computer Equipment and Service
Compushare – Cloud Computing and Technology Management Solutions
Ethertel Networks – Telecom Expense Reduction Solutions
FIS – Core and Item Processing
360 View™ Developed by inBusiness Services, Inc. – inBusiness Services Customer Relationship Management Software
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ICBA-Sponsored Services, continued
OneWorld Business Finance – Leasing Equipment Financing
Pitney Bowes – Mailing and Shipping Equipment
SunGard Availability Services – Business Continuity Planning
Software
WNC Insurance Services – ONEFlood™ Online Flood, Hazard,
Wind Insurance, Flood Zone Determinations
Wolters Kluwer Financial Services’ – Compliance and
Regulatory Solutions
Funding Solutions
FiServ – BankIntelligence: BancAnalyst® Financial and
BancAnalyst® Growth Tools
OneWorld Business Finance – Leasing Equipment Financing
PMA Funding – Liquidity Funding Solution
Qwickrate – Marketplace for Non-brokered CD Funding and
investing
Cooperative Alliances
Promontory Interfinancial Network, LLC – Funding and
Liquidity Management, CDARS Service
Financial Management
Banker’s Dashboard Solution – Community Bank
Mangement Software
FiServ – BankIntelligence: BancAnalyst® Financial and
BancAnalyst® Market Tools
IMPACT Financial Services – Overdraft Services Solutions
360 View™ Developed by inBusiness Services, Inc. –
inBusiness Services Customer Relationship Management
Software
Payment Solutions
BancVue REWARD – Checking Rewards Program
CPI Card Group – Credit and Debit Card Manufacturer
FIS – Core and Item Processing
Main Street Checks – Full-Service Check Manufacturer
MoneyPass – Surcharge Free ATM Network
ProfitStars – Website Solutions, Remote Deposit, Remittance and Asset Based Lending
Travelex – Foreign Currency Exchange
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IBC Associate Members
Are you looking for a product or service, but just don’t know where to look first? The following IBC Associate
Members are ready to serve you when you need them. Please keep this list handy, and the next time you’ll know
where to look first! This is just a sampling of what each company provides. For more information, check out IBC’s
website at www.ibcbanks.org.
Accounting/Compliance
BKD, LLP Betzer, Call, Lausten & Schwartz LLC Eide Bailey, LLP Fortner, Bayens Levkulich & Garrison, PC Iverson & Associates, LLC Kennedy & Coe, LLC Richey, May & Company, LLP SMARTER risk management Stockman Kast Ryan Co. 303-861-4545
303-296-2900
303-986-2454
303-296-6033
303-949-7702
970-685-3463
303-720-6131
816-728-2912
719-630-1186
Advertising
*Grayco/a Division of AccuSource Solutions
800-992-0304
Check Printing
*Harland Clarke
800-525-8848
Computer Products/Consulting
AccuSystems719-583-8004
BankOnIt405-605-3901
Computer Services, Inc.
970-212-7104
*FIS/ProNet 602-337-3371
ITCS Consulting, LLC
303-586-1609
Qwinix Technologies
303-459-2760
Consultants
BKD, LLP
Betzer, Call, Lausten & Schwartz, LLC The Baker Group
Bank Strategies
Eide Bailey LLP
Expert Business Development
Fortner, Bayens, Levkulich & Garrison, PC iHELP Private Student Loan Program
Iverson & Associates, LLC 303-861-4545
303-296-2900
405-415-7200
303-618-0056
303-986-2454
610-771-2121
303-296-6033
303-621-2533
303-949-7702
Kennedy and Coe, LLC
Richey, May & Company LLP
Three Way Business Loan Consultants
970-685-3463
303-721-6131
720-475-1480
Correspondent Banking Service
Bankers’ Bank of the West
FHLBank Topeka - Denver Office
The Independent Bankers Bank
INTRUST Bank
303-291-3700
303-893-3452
972-650-6000
800-732-5120
Data Processing
21st Century Financial Services
866-398-2178
Computer Services, Inc.
800-545-4274
Fiserv505-890-8449
Harland Financial Solutions
800-815-5592
*Integrated Bank Technology
303-308-9930
Jack Henry Banking
417-235-6652
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IBC Associate Members, continued
EFT/ATM/Card Processing/Merchant Services
*Bankers’ Bank of the West
303-291-3700
Harland Financial Solutions
800-815-5592
*ICBA Bancard/TCM Bank
800-242-4770
Jack Henry Banking
417-235-6652
*PULSE
713-223-1400
TransFirst800-654-9256
*Vantiv
303-399-8929
Equipment/Supplies
*Grayco/a Division of AccuSource Solutions 800-992-0304
Chubb303-295-1066
Human Resources/Management and Training
Expert Business Development
610-771-2121
Insurance/Benefit Services
Bank Financial Services Group
Central States Family of Companies
Clark Consulting
Financial Designs Ltd.
ICBA Reinsurance
The Kansas Bankers Surety Co.
*Travelers**
303-489-1844
303-290-8901
888-728-3265
303-832-6100
888-790-6615
785-228-0000
720-200-8416
Sherman & Howard, LLC
Spencer Fane & Grimshaw, LLP Stinson, Morrison & Hecker, LLP
303-299-8384
303-839-3800
303-376-8400
IBC Lobbying and Public Relations
The Capstone Group (IBC Lobbyists)
303-860-0555
Marketing
O’Connell Consulting Group
303-795-3539
Investments/Trust Services
Colorado Housing and Finance Authority
D A Davidson
FTN Financial
Gill Capital Partners
*ICBA Securities
Investment Centers of America
St. Charles Capital
The Baker Group
303-297-7329
303-764-6021
800-456-5460
303-296-6260
800-422-6442
701-250-3234
303-339-9099
405-415-7200
Law Firms
Bieging Shapiro & Barber (IBC Counsel)
Fairfield and Woods, PC
Markus Williams Young & Zimmermann LLC
Otis, Coan & Peters, LLC
Rocky Mountain Law Group, LLC
Rothgerber, Johnson & Lyons, LLP
Other Products and Services
1st Reverse Mortgage USA®
Colorado Lending Source
*DataCard Group The City of Denver / Office of Economic
Development
FIMAC Solutions
Financial Forensic Services
*ICBA Mortgage
Motel Man Management & Receivers
Promontory Interfinancial Network
720-488-0220
303-894-4416
303-830-0800
970-225-6700
303-597-0202
303-623-9000
* IBC Preferred Providers
** Offered through IBC-Insurance, LLC, an insurance agency affiliate of the IBC – also offering loan protection plans; fee income
generating plans; and St. Paul’s SelectOnesm Insurance Program.
Call 303-832-2000 for more information.
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303-854-3035
303-657-0010
303-754-2054
720-913-1521
303-320-7597
303-974-5610
800-253-5356
303-422-4298
303-706-9265
2012-2013 Officers and Directors
Independent Bankers of Colorado &
IBC Education Foundation
IBC Chairman
Jay Rickstrew, President
Alpine Bank Rifle
100 E. Fourth St., Rifle, CO 81650
1-970-625-9610
District B
Jim Pieters, CEO
High Plains Bank
PO Box 329, Bennett, CO 80102
1-303-644-4900
Quentin Leighty, Senior Vice President
First National Bank Las Animas/
Monument Branch
PO Box 2009, Monument, CO 80132
1-719-481-0008
IBC President
Steve Short, Chairman
First National Bank Durango
259 W. 9th St., Durango, CO 81301
1-970-247-3020
John Sneed, President
Fort Morgan State Bank
P.O. Box 1040, Fort Morgan, CO 80701
1-970-867-3319
Beverly Freeman, President
Colorado State Bank of Walsh
PO Box 99, Walsh, CO 81090
719-324-5206
Harry Devereaux, President
Home State Bank
303 E. Mountain, Fort Collins, CO 80524
1-970-203-6100
District D
Boyd Hodges, President
Pine River Valley Bank
301 N. Commerce Dr.
Bayfield, CO 81122
970-884-9583, Fax 970-884-0214
[email protected]
IBC President-Elect
Tom Olson, President
Points West Community Bank
PO Box 25, Julesburg, CO 80737
1-970-474-3341, Fax 1-970-474-2645
IBC ICBA State Director
Chuck Johnston, President
North Valley Bank
9001 N. Washington, Thornton, CO 80229
1-303-452-5500
IBC District Directors
District A
Brandon Berkley, Senior Vice President
Berkley Bank
5251 DTC Pkwy., Ste. 225
Greenwood Village, CO 80111
1-303-770-0361
Dave Brewick, President
Evergreen National Bank
PO Box 2020, Evergreen, CO 80437
1-303-674-2700
Shawn Osthoff, President
Bank of Colorado
1609 E. Harmony Rd.
Ft. Collins, CO 80525
1-970-206-1159
District C
Allan Tormohlen, Vice President
Canon National Bank
816 Royal Gorge Blvd.
Canon City CO 81212
1-719-276-9153
Megan Harmon, Regional President/COO
Garden of the Gods Bank, a Branch of
Eastern Colorado
444 E. Pikes Peak Ave., Ste. 300
Colorado Springs, CO 80903
1-719-955-0633
Kyle Heckman
Flatirons Bank
1095 Canyon Blvd., Ste. 100
Boulder, CO 80302
303-530-4999
18
PJ Wharton, President
Yampa Valley Bank
PO Box 775770
Steamboat Springs, CO 80477
1-970-879-2993
Ashley Burt, President
Gunnison Bank and Trust
PO Box 119, Gunnison, CO 81230
1-970-641-0320
Byron Maynes, President
First National Bank of Cortez
PO Drawer A, Cortez, CO 81321
1-970-565-3781
2012-2013 Officers and Directors, continued
IBC Advisory Directors
(Non-Voting)
IBC Advisory Board Member
Bill Mitchell, President
Bankers’ Bank of the West
1099 18th St., Ste. 2700
Denver, CO 80202
1-303-291-3700
IBC Legal Counsel
Thomas Bieging and John Burrus
Bieging Shapiro & Barber, LLP
4582 South Ulster St. Pkwy., Ste. 1650,
Denver, CO 80237
1-720-488-0220
IBC Lobbyist
Mary Marchun
The Capstone Group
1576 Sherman St., Ste. 300
Denver, CO 80203
303-594-8198 (cell)
IBC Staff
Barbara M.A. Walker, Executive Director
Maelynn Lewis, Administration Director,
Secretary/Treasurer
Jennifer Lusk, Member Services Director
IBC Education Foundation
Board of Directors
Chairman
Jay Rickstrew, President
Alpine Bank Rifle
100 E. Fourth St., Rifle, CO 81650
1-970-625-9610
Tammie Lowrie
BKD
1700 Lincoln St., Ste. 3400
Denver, CO 80203
303-861-4545
Tennyson Grebenar
Rothgerber, Johnson & Lyons
1200 17th St., Ste. 3000
Denver, CO 80202
303-623-9000
Philip J. Randell, SVP
CoreFirst Bank & Trust
4600 S. Syracuse St., Ste. 150
Denver, CO 80237
303-850-3513
Ed Merritt, Jr., President
The Dolores State Bank
744 E. Main St., Cortez, CO 81321
970-564-1400
Rocky Levkulich
720-402-0840
Lauren O’Connell
O’Connell Consulting Group
6392 S. Zenobia St., Littleton, CO 80123
303-795-3539
CJ Juleff
CJ Juleff & Associates
9356 N. Flower St.
Westminster, CO 80021
303-910-5293
19
Kelly Malone, VP
Federal Home Loan Bank of Topeka
PO Box 17840, Golden, CO 80402
303-893-3452
Kenneth So, President
Premier Bank
2480 W. Alameda Ave.
Denver, CO 80223
303-623-8888
Larry Meier, Regional President
Western States Bank
1520 East Mulberry Street
Fort Collins, CO 80524
970-530-1500
experience guidance
180
people
How will you get where you want to go? BKD National Financial Services
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othgerber Johnson & Lyons LLP has a national
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Creative Solutions Since 1903
Contact: Tennyson W. Grebenar, Stephen T. Johnson,
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303.623.9000 · www.rothgerber.com
Denver · Colorado Springs · Casper
“Fits like a glove” doesn’t fit everybody.
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Member: FINRA-SIPC
Accomplished, Responsive Attorneys
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Representing lenders throughout Colorado for over 25 years
Three Way Business
Loan Consultants, Inc.
10944 Alcott Dr
Denver, CO 80234
www.sbapackaging.com
Eric Budreau, CPA, MT
Tax and Banking Partner
The Eide Bailly
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Helping lenders with their
SBA loan issues. We have
hands on experience working
in commercial lending for
community banks and in
management positions for
SBA. We are qualified for:
SBA Portfolio File Review:
We will come into your
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We can package the loan
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Lender Service Provider
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Ted R Nelson, Pres.
720-475-1480
[email protected]
Kent Campbell, V.P.
303-579-1885
[email protected]
Lynnette Newman,
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303-880-0253
[email protected]
303.986.2454
www.eide ba illy.co m
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