Associate Member Directory

Allied Solutions, LLC
Clyde, Ohio
Contact:  Elaine Cahill  at (419) 650-8093
Product/Service Category:
American Bank Systems
Oklahoma City, Oklahoma
Contact:  Alan Schuld at (405) 607-7000
Product/Service Category:
Compliance; Software
American Safety & Health
North Canton, Ohio
Contact:  Laurie Hanson at (330) 854-4577
Product/Service Category:
Workers Compensation
Angott Search Group
Rochester, Michigan
Contact:  Brian Rhonemus  at (248) 650-4800
Product/Service Category:
Consulting Services; Human Resources
Arnett & Foster, P.L.L.C.
Charleston, West Virginia
Contact:  Christopher E. Joseph at (304) 346-0441
Product/Service Category:
Accounting/Auditing Services; Compliance;
Consulting Services; IT Services; Loan/
Lending Services; Strategic Planning
Assurant
Miami, Florida
Contact: Debbie Beattie at (305) 252-7035
Product/Service Category:
Identity Theft
*CBAO Service Corporation Partner
ATM Solutions, Inc.
Cincinnati, Ohio
Contact:  Jason Buckley at (513) 623-6151
Product/Service Category:
ATM Equipment and Maintenance; ATM/POS Network
Austin Associates LLC
Toledo, Ohio
Contact:  R. Hal Nichols  at (419) 841-8521
Product/Service Category:
Consulting Services; Strategic Planning
*CBAO Insurance Agency, Inc. Partner
banc-serv PARTNERS, LLC
Westfield, Indiana
Contact:  Brad Crawford  at (866) 408-2262
Product/Service Category:
Loan/Lending Services
*CBAO Service Corporation Partner
BancVue
Austin, Texas
Contact:  Gabriel Krajicek  at (281) 923-6963
Product/Service Category:
Checks
Bankers Healthcare Group, Inc.
Syracuse, New York
Contact:  James Parshay  at (315) 671-4127
Product/Service Category:
Loan/Lending Services
Battelle & Battelle
Dayton, Ohio
Contact:  Hugh R. Howard at (937) 853-1400
Product/Service Category:
Accounting/Auditing Services; IT Services;
Loan/Lending Services
BBVA Compass
Birmingham, AL
Contact:  Terry Gore at (800) 644-3330
Product/Service Category:
Correspondent Services; Investment Banking
BFS (Bank Financial Services) Group
Grand Rapids, Michigan
Contact:  Robin Bengtson at (616) 776-6225
Product/Service Category:
Human Resources; Insurance
BKD, LLP
Cincinnati, Ohio
Contact:  Craig Liechty  at (513) 621-8300
Product/Service Category:
Accounting/Auditing Services; Consulting
Services; Internet Banking; IT Services; Loan/
Lending Services
Boenning & Scattergood, Inc
Powell, Ohio
Contact:  Thomas L. Dooley  at (614) 408-1224
Product/Service Category:
Investment Banking; Stock Marketing
Capital Advisors, Ltd.
Shaker Heights, Ohio
Contact:  Douglas A. Price  at (216) 295-7900
Product/Service Category:
Financial Planning
*CBAO Insurance Agency, Inc. Partner
CareWorks
Dublin, Ohio
Contact:  Scott Vaka  at (614) 792-1085
Product/Service Category:
Insurance
CareWorks Consultants, Inc. (CCI)
Dublin, Ohio
Contact:  Kirsten Gibson  at (614) 526-7110
Product/Service Category:
Workers Compensation
Carnegie Investment Counsel
Beachwood, Ohio
Contact:  Gary P. Wagner at (216) 367-4106
Product/Service Category:
Investment Portfolio Management; Trust and
Investment Management
CBCInnovis
Columbus, Ohio
Contact:  Barb Habash at (614) 538-6045
Product/Service Category:
Loan/Lending Services; Risk Management;
Software
Marysville, Ohio
Contact:  Jason Comstock at (937) 303-4033
Product/Service Category:
IT Services
Clark, Schaefer, Hackett & Co.
Cincinnati, Ohio
Contact:  Scott X. Deters  at (513) 241-3111
Product/Service Category:
Accounting/Auditing Services; Loan/Lending
Services
COCC
Cincinnati, Ohio
Contact:  John A. Lobono  at (513) 467-0195
Product/Service Category:
AT M /POS Network; Core Processing;
Internet Banking; IT Services
COIN Financial, Inc.
Hudson, Ohio
Contact:  William Dougherty at (330) 653-3555
Product/Service Category:
Loan/Lending Services
Comerica Bank Financial Institutions Group
Granville, Ohio
Contact:  Jay Barker  at (740) 321-1450
Product/Service Category:
Correspondent Services
Community Banc Consulting of Ohio
Worthington, Ohio
Contact:  Larry Krietemeyer  at (614) 848-3189
Product/Service Category:
Compliance; IT Services; Marketing/
Promotions; Website Development and
Hosting
Community Banc Investments, Inc.
New Concord, Ohio
Contact:  Greig A. McDonald  at (800) 224-1013
Product/Service Category:
Stock Marketing
Computer Services, Inc.
Waynesville, Ohio
Contact:  Richard L. Byrne  at (937) 231-2348 
Product/Service Category:
Core Processing
Consumer Credit Counseling Service/Apprisen Financial Advocates
Columbus, Ohio
Contact:  Jay Seaton  at (614) 552-2222
Product/Service Category:
Consulting Services
Crescent Mortgage
Atlanta, Georgia
Contact:  Brenda Wheeler at (800) 851-0263
Product/Service Category:
Loan/Lending Services
Crowe Horwath LLP
Columbus, Ohio
Contact:  Craig Yoder at (614) 365-2231
Product/Service Category:
Accounting/Auditing Services; Compliance;
Consulting Services; Human Resources; IT
Services; Loan/Lending Services; Software
Deluxe Corporation
Pickerington, Ohio
Contact:  Uma Zielinski at (614) 557- 5607
Product/Service Category:
Card Services; Checks; Compliance; Identity Theft
Direct Marketing Group
Eden Prairie, Minnesota
Contact:  Vicki Erickson  at (952) 975-5063
Product/Service Category:
Marketing/Promotions
Dixon, Davis, Bagent & Company
Granville, Ohio
Contact:  D. Michael Davis at (740) 321-1000
Product/Service Category:
Accounting/Auditing Services; Consulting
Services; Loan/Lending Services
EBS, a bank consulting company
Birmingham, Alabama
Contact:  Mark H. Williams  at (877) 242-9751
Product/Service Category:
Human Resources; Insurance
*CBAO Insurance Agency, Inc. Affiliate Member
Eclipse
Cincinnati, Ohio
Contact:  Catherine A. Erbaugh at (888) 923-5252
Product/Service Category:
Insurance
*CBAO Insurance Agency, Inc. Partner
EPCOR
Hilliard, Ohio
Contact:  Jerry Woessner  at (614) 457-2204
Product/Service Category:
Automated Clearing House Services
F & M Credit Services, Inc.
Worthington, Ohio
Contact:  Thomas W. Tenwalde  at (800) 314-7782
Product/Service Category:
Loan/Lending Services; Risk Management
Federal Home Loan Bank of Cincinnati
Cincinnati, Ohio
Contact:  David H. Hehman  at (513) 852-7511
Product/Service Category:
Correspondent Services
Federated Investors, Inc.
Pittsburgh, Pennsylvania
Contact:  Troy J. Murray  at (412) 288-8074
Product/Service Category:
Investment Portfolio Management; Retail
Banking; Trust and Investment Management
Fidelity National Information Services
Madison, Wisconsin
Contact:  Lyle Krall  at (888) 207-4315
Product/Service Category:
Card Services
*CBAO Service Corporation Partner
Fifth Third Securities, Inc.
Columbus, Ohio
Contact:  Michael Savage  at (614) 744-7074
Product/Service Category:
Investment Portfolio Management
Finance Fund
Columbus, Ohio
Contact:  Jennifer Deuber  at (614) 221-1114
Product/Service Category:
Loan/Lending Services
FiNet, Inc.
Boardman, Ohio
Contact:  Richard S. Camardo  at (330) 702-8415
Product/Service Category:
Card Services
*CBAO Service Corporation Partner
First Data
Memphis, Tennessee
Contact:  Tim Miller at (901) 573-1412
Product/Service Category:
ATM/POS Network; Card Services; Internet
Banking
*CBAO Service Corporation Partner
First Empire Securities
Hauppauge, New York
Contact:  John Foley at (631) 979-0097
Product/Service Category:
Trust and Investment Management
First Service Corporation
Harper Woods, Michigan
Contact:  Paul Naz  at (800) 572-4906
Product/Service Category:
Insurance
Fiserv
Pittsburgh, Pennsylvania
Contact:  Eric Frankle at (412) 577-2003
Product/Service Category:
ATM/POS Network; Card Services; Checks;
Core Processing; Internet Banking; Loan/
Lending Services; Retail Banking; Software
*CBAO Service Corporation Partner
Franklin American Mortgage Company
Franklin, Tennessee
Contact:  Brett Arsta  at (800) 295-1020
Product/Service Category:
Loan/Lending Services
FTN Financial
Memphis, Tennessee
Contact:  Sally F. Pace  at (901) 435-7956
Product/Service Category:
Investment Portfolio Management
Gardiner Allen DeRoberts
Columbus, Ohio
Contact:  James R. DeRoberts  at (614) 221-1500
Product/Service Category:
Insurance
*CBAO Insurance Agency, Inc. Partner
Group Benefits Agency, Inc.
Columbus, Ohio
Contact:  Heather E. Johnson  at (614) 785-1991
Product/Service Category:
Insurance
*CBAO Insurance Agency, Inc. Partner
Hamilton Safe Products Company, Inc.
Hilliard, Ohio
Contact:  Eric J. DeBellis  at (614) 268-5530
Product/Service Category:
Coin and Currency Equipment; Security
Equipment Sales; Service and Maintenance
Harland Financial Solutions
Lake Mary, Florida
Contact:  Stacey Leone  at (800) 989-9009
Product/Service Category:
Core Processing; Internet Banking; Loan/
Lending Services; Retail Banking; Software
HCC, Inc.
Holland, Ohio
Contact:  Howard C. Cook, Jr.  at (800) 422-4405
Product/Service Category:
Coin and Currency Equipment
Highlands Financial, Inc.
Marion, Ohio
Contact:  Ronald M. Wilson at (740) 225-8392
Product/Service Category:
Loan/Lending Services; Retail Banking
ICBA Mortgage Solutions
Glendale, Colorado
Contact: Joel Dulmage at (224) 829-0630
Product/Service Category:
Loan/Lending Services
*CBAO Service Corporation Partner
ICBA Securities
Memphis, Tennessee
Contact:  James L. Reber at (800) 422-6442
Product/Service Category:
Investment Portfolio Management
*CBAO Service Corporation Partner
ICBA/My Travel Wallet
San Pedro, California
Contact:  Sue Wright at (866) 458-1193
Product/Service Category:
Retail Banking
*CBAO Service Corporation Partner
IMAC-International Marketing and Administration Company
Randolph, Massachusetts
Contact: Edward Klayman at (781) 963-2269
Product/Service Category:
Identity Theft; Insurance; Marketing/
Promotions; Retail Banking
*CBAO Insurance Agency, Inc. Partner
IMPACT Financial
Franklin, Tennessee
Contact:  Gerald Witcher at (615) 400-4179
Product/Service Category:
Card Services; Marketing/Promotions; Retail
Banking
*CBAO Service Corporation Partner
ING Financial Advisers/Retirement Services
Brentwood, Tennessee
Contact: David Kovacs at (216) 447-3762
Product/Service Category:
Retirement Services
*CBAO Insurance Agency, Inc. Partner
Insuritas
East Windsor, Connecticut
Contact: Jeffrey C. Chesky at (860) 653-1138
Product/Service Category:
Insurance
*CBAO Insurance Agency, Inc. Partner
Insurmark
Springfield, Ohio
Contact:  Sharon Gulvas at (800) 833-5912
Product/Service Category:
Insurance

*CBAO Insurance Agency, Inc. Partner
Investment Professionals
San Antonio, TX
Contact: Shellane Sauer at (210) 582-2766
Product/Service Category:
Financial Planning; Retail Banking; Retirement
jaccomo
Shrewsbury, New Jersey
Contact:  Beth Doris  at (203) 880-4501
Product/Service Category:
Software

Jack Henry & Associates Inc.
Zionsville, Indiana
Contact:  David R. Rusie  at (800) 880-8090
Product/Service Category:
ATM/POS Network; Automated Clearing
House Services; Card Services; Core
Processing; Internet Banking; Loan/Lending
Services; Retail Banking; Software; Website
Development and Hosting
John M. Floyd & Associates
Houston, Texas
Contact:  Jim Todd  at (877) 424-4006
Product/Service Category:
Consulting Services

Jon D. Myers and Associates
Lancaster, Ohio
Contact:  Jon D. Myers  at (866) 587-7955
Product/Service Category:
Industry Representation

Keefe, Bruyette and Woods, Inc.
Chicago, Illinois
Contact:  Harold T. Hanley, III  at (312) 423-8270
Product/Service Category:
Investment Banking

Landmark America, Inc.
Warren, Ohio
Contact:  Robert L. Delisio  at (330) 372-6800
Product/Service Category:
Loan/Lending Services

Lithik Systems
Westerville, Ohio
Contact:  Ron Kellogg at (614) 890-0026
Product/Service Category:
Internet Banking; IT Services

Main Street Checks
Birmingham, Alabama
Contact:  Allyson Anderson at (205) 323-0273
Product/Service Category:
Checks

Market Ready Real Estate Services, Inc.
Grandview Heights, Ohio
Contact:  DJ Falcoski  at (614) 545-3190
Product/Service Category:
Real Estate

Meyer & Kerschner, Ltd.
Tiffin, Ohio
Contact:  Karl C. Kerschner  at (419) 447-5132
Product/Service Category:
Legal Counsel; Loan/Lending Services

Mortgagebot LLC
Mequon, Wisconsin
Contact:  Dan Peters  at (262) 292-0275
Product/Service Category:
Loan/Lending Services; Software; Website
Development and Hosting
MPA Systems, Inc.
Sanger, Texas
Contact:  Jim Crouse  at (940) 458-2637
Product/Service Category:
Disaster Recovery

*CBAO Service Corporation Partner
National Creditors Connection  
Lake Forest, CA
Contact: Louis Masur at (859) 630-9510
Product/Service Category:
Compliance; Correspondent Services;
Investment Portfolio Management; Loan/
Lending Services; Real Estate
Ohio Department of Development
Columbus, Ohio
Contact:  Karen M. Harsch  at (614) 466-1876
Product/Service Category:
Loan/Lending Services

Optimum System Products, Inc./Optimum Print Solutions
Columbus, Ohio
Contact:  John Martin  at (614) 318-1360
Product/Service Category:
Card Services; Checks; Coin and Currency
Equipment; Documents, Forms and Supplies;
Marketing/Promotions; Statement Printing and
Mailing
Pacific Coast Bankers' Bank
San Francisco, California
Contact:  Earl Charneske  at (415) 399-1900
Product/Service Category:
Correspondent Services
Paragon Capital Group, LLC
Cleveland, Ohio
Contact:  Michael C. Voinovich at (440) 869-2104
Product/Service Category:
Consulting Services; Investment Banking

ParenteBeard, LLC
Pittsburgh, Pennsylvania
Contact:  H.P. Kelly, Jr.  at (412) 697-6429
Product/Service Category:
Accounting/Auditing Services

Pekin Life Insurance Company
Pekin, Illinois
Contact:  Jay Holloman  at (800) 322-0160
Product/Service Category:
Insurance

*CBAO Insurance Agency, Inc. Partner
Pendum
Denver, Colorado
Contact:  Drew Pifer at (859) 322-1600
Product/Service Category:
ATM Equipment and Maintenance

Houston, Texas
Contact: Clarke Payne at (866) 737-1235
 
Product/Service Category:
Consulting Services
Plante & Moran PLLC
Columbus, Ohio
Contact:  Kristine Hoefler  at (614) 222-9083
Product/Service Category:
Accounting/Auditing Services; Compliance;
Consulting Services; IT Services;
Loan/Lending Services
Porter, Wright, Morris & Arthur LLP
Columbus, Ohio
Contact:  H. Grant Stephenson  at (614) 227-2155
Product/Service Category:
Legal Counsel

PostBrowning
Cincinnati, Ohio
Contact:  Kevin Sheridan at (800) 733-0163
Product/Service Category:
Architectural/Engineering Services; ATM
Equipment and Maintenance; Coin and
Currency Equipment; Marketing/Promotions;
Security Equipment Sales, Service
and Maintenance
Printing Arts Press, Inc.
Mount Vernon, Ohio
Contact:  Tom Gardner  at (740) 397-6106
Product/Service Category:
Documents, Forms and Supplies

PULSE
Houston, Texas
Contact:  Denise Stigge  at (832) 214-0181
Product/Service Category:
ATM/POS Network; Card Services

PWCampbell
Pittsburgh, Pennsylvania
Contact:  Ryan M. Kosinski at (412) 963-0500
Product/Service Category:
Architectural/Engineering Services; Retail
Banking; Strategic Planning
QBE FIRST
Atlanta, Georgia
Contact:  DeAnna Lewis  at (770) 690-8400
Product/Service Category:
Loan/Lending Services

Quick Life
Littleton, Colorado
Contact:  Pat Wedeking at (800) 286-7842
Product/Service Category:
Insurance

*CBAO Insurance Agency, Inc. Partner
Radian Guaranty, Inc.
Worthington, Ohio
Contact:  Cathrine Black  at (330) 936-9620
Product/Service Category:
Loan/Lending Services

RiskControl360, LLC
Dublin, Ohio
Contact:  Shawn P. Combs  at (614) 827-0364
Product/Service Category:
Environmental Services; Workers
Compensation
S.R. Snodgrass
Wexford, Pennsylvania
Contact:  Jack Salvetti  at (724) 934-0344
Product/Service Category:
Accounting/Auditing Services

Safe Systems, Inc.
Alpharetta, Georgia
Contact:  Andy Mills at (770) 752-0550
Product/Service Category:
Compliance; IT Services

Savage and Associates
Toledo, O hio
Contact:  Ralph E. Toland, III at (419) 725-7329
Product/Service Category:
Insurance

Schneider Downs & Co., Inc.
Columbus, Ohio
Contact:  Donald R. Owens at (614) 621-4060
Product/Service Category:
Accounting/Auditing Services; Consulting
Services; Strategic Planning
Seattle Specialty Insurance Services
Everett, Washington
Contact: Mike Flaherty  at (800) 597-1866
Product/Service Category:
Insurance

*CBAO Insurance Agency, Inc. Partner
SHAZAM
Saint Peters, Missouri
Contact:  Ken Diekemper  at (800) 844-7715
Product/Service Category:
ATM/POS Network; Card Services

*CBAO Service Corporation Partner
Sherman & Co.
Bay Village, Ohio
Contact:  Richard A. Sherman  at (440) 781-3189
Product/Service Category:
Leasing Services
Contact: Joe Compton at (440) 449-6800
Product/Service Category:
Stock Marketing, Compliance, IT Services, Strategic Planning
Small Business Development Centers of Ohio
Columbus, Ohio
Contact: Karen Shauri  at (937) 258-7255
Product/Service Category:
Loan/Lending Services

Sommer's Mobile Leasing, Inc.
Elyria, Ohio
Contact:  Terri Hedrick  at (800) 826-5654
Product/Service Category:
Disaster Recovery

Southwest Financial Services, Ltd.
Milford, Ohio
Contact:  Rick Bateman  at (800) 733-3312
Product/Service Category:
Insurance; Loan/Lending Services

*CBAO Service Corporation Partner
Specialty Underwriters LLC
Oak Creek, Wisconsin
Contact:  Thuan Truong  at (800) 558-9910
Product/Service Category:
Security Equipment Sales, Service and
Staples Business Advantage
Columbus, Ohio
Contact:  Nicole Dudukovich at (800) 344-5476
Product/Service Category:
Documents, Forms and Supplies; Marketing/
Promotions
Suttle & Stalnaker, PLLC
Parkersburg, West Virginia
Contact:  Beth F. Bumgarner  at (304) 485-6584
Product/Service Category:
Accounting/Auditing Services

TCM Bank, N.A.
Allison Park, Pennsylvania
Contact:  Judy Pappalard  at (888) 640-1092
Product/Service Category:
Card Services

*CBAO Service Corporation Partner
The Baker Group
Oklahoma City, Oklahoma
Contact:  Skoshi Heron  at (405) 415-7222
Product/Service Category:
Investment Portfolio Management

The Ohio State University Extension/Ohio 4-H Foundation
Columbus, Ohio
Contact:  James R. Helt  at (614) 292-6943
Product/Service Category:
Associations/Foundations

The Tri-State League of Financial Institutions
Covington, Kentucky
Contact:  Krista Davis
Product/Service Category:
Associations/Foundations

Time Warner Cable Business Class
Columbus, Ohio
Contact:  Chuck Salvator at (877) 283-8091
Product/Service Category:
IT Services

TraceSecurity, Inc.
Baton Rouge, Louisiana
Contact:  David Blazier at (225) 612-2121
Product/Service Category:
Compliance; IT Services; Risk Management

Travelers
Independe nce, Ohio
Contact:  Ben Pachla at (216) 643-2379
Product/Service Category:
Insurance

*CBAO Insurance Agency, Inc. Partner
Triad Financial Services, Inc.
Bourbonnais, Illinois
Contact:  Darrell Boyd  at (888) 936-1179
Product/Service Category:
Loan/Lend ing Services

ULTROVA WEALTH RESOURCES
Cincinnati, Ohio
Contact: Michael A. Comperchio at (513) 770-3456
Product/Service Category:
Insurance

*CBAO Insurance Agency, Inc. Partner
UPS
Lansing, Michigan
Contact: Barb Mackie  at (517) 272-3662
Product/Service Category:
Package Delivery

*CBAO Service Corporation Partner
Value Auto Auction, LLC
Crooksville, Ohio
Contact:  Tom Conaway  at (740) 982-3030
Product/Service Category:
Loan/Lending Services

Velocity Solutions, Inc.
Wilmington, North Carolina
Contact:  Phil Linton  at (281) 923-6963
Product/Service Category:
Retail Banking

Weltman, Weinberg & Reis Co., L.P.A.
Cleveland, Ohio
Contact:  Sara Donnersbach  at (216) 685-1039
Product/Service Category:
Legal Counsel; Real Estate; Trust and
Investment Management
Zurich
Owings Mills, Maryland
Contact:  Patricia P. Williams  at (410) 559-8806
Product/Service Category:
Insurance

05.16.12

  • Community Banking Day - Columbus, OH         

05.17.12

  • CBAO Board and Committee Meetings - Columbus, OH        

05.31-6.3.12

06.07.12

06.14.12

06.19.12