Kaplan Partners is a nationally recognized retained executive search and board advisory firm, and a human capital leader in the banking industry. Kaplan Partners advises CEOs, investors and Boards of financial institutions on the identification, assessment and selection of new CEOs, senior operating executives and Directors. The firm’s Board Advisory Services focus on Director Succession,…
Ascensus is the industry leader in supporting IRAs, HSAs and other tax preferred savings plans. For more than 40 years, Ascensus has delivered comprehensive IRA and HSA administration and education to the banking industry. With one of the largest ERISA consulting teams in the country and training options to keep your organization informed, Ascensus’ capabilities…
Safe Systems specializes in providing compliance-centric IT services, exclusively tailored for community financial institutions. Three pillars serve as the foundation for all of Safe Systems’ offerings: Technology, Risk Management, and Cybersecurity. Compliance and reporting are deeply integrated into all our solutions, making it easier for financial institutions to prepare for, and do well on, their…
As EHS and sustainability consultants, Antea®Group serves global and national clients by applying our Better Business, Better World® philosophy to every engagement. We’ve seen how wise environmental and social choices translate to improved business performance and an enhanced market position for the long term. Our clients have seen these positive impacts, too. At Antea Group, our subject…
CoNetrix services include IT/GLBA audits, penetration testing, VISO services, managed IT and managed security services, private cloud hosting, and disaster recovery services. CoNetrix is the parent company of Tandem software an online GRC software suite. Tandem is used by financial institutions in all 50 states for risk assessment, incident management, business continuity planning, vendor management,…
It’s more important than ever that your retail checking lineup and products optimally perform in terms of financial performance and user experience. Winning the battle requires your financial institution’s checking line-up to be weaponized. StrategyCorps provides retail checking solutions to hundreds of banks across North Carolina and the U.S. Through the development of proprietary,…
United Bankers’ Bank (UBB), the Nation’s First Bankers’ Bank is a trusted correspondent partner to more than 1,000 community banks. An industry leading source for innovative products, services and technologies, UBB strives to help community banks serve the evolving needs of their customers. Our full-service approach establishes UBB as the solution for all of your…
Community Bank Services (CBS), a wholly-owned subsidiary of the North Carolina Bankers Association (NCBA), is now partnering with Financial Products and Services, Inc. (Financial PSI), an organization that provides insurance and financial products tailored especially for banks. Financial PSI is a wholly-owned subsidiary of the Tennessee Bankers Association (TBA) and offers a wide variety of…
BEFCOR is a North Carolina non-profit SBA 504 Lender and Certified Development Financial Institution, “CDFI”. Working collaboratively with other lenders and resources, we assist emerging and expanding small businesses with low cost, well-structured financing options. For 40 years, the organization’s creative and mission-driven team has supported thousands of NC small businesses in financing growth and…