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PCBB would like to thank the sponsors of the 2013 Executive Management Conference
Adaptive Planning is the worldwide leader in cloud-based business analytics solutions for companies and nonprofits of all sizes. The company's software as a service (SaaS) platform allows finance and management teams to work together to plan, monitor, report on, and analyze financial and operational performance. With capabilities for budgeting, forecasting, reporting, consolidation, dashboards, and business intelligence, Adaptive Planning enables finance, sales, and other business leaders to make better, faster, more collaborative decisions that drive a true competitive advantage.
AuditOne is the innovative leader for internal audit & credit review services that meet your specialized needs. We strategically scale services up or down to assist your growth and budget… deliver cost-effective alternatives such as remote audit services nationwide... and provide independent consulting and policy development.
We're a team of bank-industry experts dedicated to providing a new model for risk-managed internal audit, compliance, operations, information technology, ALM, and credit review services to banks and financial institutions.
We save you time and money. Investigate our regulatory-compliant remote audit services including IRR/Liquidity/Investments audits, Credit Review, ALLL Validations, Network Penetration Testing, and a broad variety of Risk Assessments.
And with AuditOne, you'll be the center of attention, not lost in an impersonal corporation that treats internal audit as a side-line business.
Kevin Watson 562-802-3581
Jeremy Taylor 650-299-9185
Bud Genovese 408-980-8099
Bryan Cave is an Am Law 100 law firm with over 1,100 lawyers and other professionals practicing in a wide range of disciplines from 29 offices around the world. The members of our financial institutions group have worked with hundreds of banks, payment networks and bank card issuers across the country for many years, and offer clients a broad spectrum of practical experience and legal knowledge relating to every aspect of the financial services industry. The group emphasizes hands-on experience and includes numerous 25+ year veterans of banking law, former regulators, former bank officers, and CPAs who formerly audited banks. The group has recently been involved in significant private equity investments as well as open and closed bank M&A transactions. For many years, the group has been ranked among the leading deal-making banking practices in the nation as compiled by SNL and American Banker.
Corrigan & Company works exclusively with financial institutions to design and administer Executive and Director Long-Term Compensation Programs funded by life insurance (COLI/BOLI). Over the past twenty years, we have developed programs for over 150 financial institutions (banks, thrifts and insurance companies) financed by over two billion dollars of corporate-owned life insurance. Corrigan & Company is a member firm of the M Financial Group and is a long-time leader in this highly specialized market.
Crowe Horwath LLP is one of the largest accounting and consulting firms in the U.S., providing audit, tax, advisory, risk, and performance services to more than 1,100 financial institutions, including more than 100 on the West Coast. Crowe works with banks of all sizes, from denovos to multi-billion dollar holding companies, to provide financial statement audits, implement effective internal controls, streamline operations, manage risk, and improve financial performance.
Elan provides ATM and debit processing services to clients nationwide. These services include an array of electronic funds transfer (EFT) processing solutions such as ATM processing, bank and debit card point of sale (POS) processing, ATM network membership, ATM and POS gateway services, and turnkey ATM managed services. Elan also owns and operates the MoneyPass® network. In addition, Elan provides ATM/debit card issuance and management, network communications monitoring, comprehensive fraud monitoring tools, and web-based program administration.
Financial Guaranty Insurance Brokers, Inc. has been in business for over 29 years specializing in financial institutions. We have quite a number of community banks, savings and loans, and thrift and loans clients. In addition to that, we have mortgage bankers, title companies, money transmitters, consultants and other financially-oriented clients. We give our clients access to multiple insurance companies, thus providing them with competitive quotes and broad coverages.
FGIB provides quotes for Casualty and Property insurance including Directors & Officers Liability, Financial Institution Bond, Bankers Professional Liability, Errors and Omissions, Employment Practices Liability, General and Limited Partnership Liability, Kidnap and Ransom/Extortion, Commercial Crime, Internet Banking Liability, Property, General Liability, Commercial Auto, Workers' Compensation, Earthquake, Pollution Insurance, Force Place and other products related to the financial field.
We are members of the California Bankers Association, California Independent Bankers, Western Independent Bankers, Oregon Bankers Association, and California Mortgage Bankers Association.
Call Joe Scully or Bud Scully at 626-793-3330 with your questions, for a comprehensive review of your existing insurance program, and for competitive quotations.
The Federal Reserve Banks provide a suite of valuable payment and information services that can be customized to meet the needs of financial institutions of any size. FedLine® access solutions provide direct access to our services and are designed to offer simplicity, security and interoperability with customers' systems. Our Check 21-enabled suite of services enables you to send and receive image cash letters. You can benefit from a comprehensive suite of services to help support your payments business, including FedACH Risk® Management and FedCash®, Accounting and Check Services, FedGlobal® ACH Payments, FedPayments® Reporter, and Fedwire® Funds and Securities Services.
Guardian is a national investment bank specializing in loan sales advisory, M&A, distressed situations, asset management and real estate lending. Leveraging an innovative process that combines deep capital market experience with local market knowledge, Guardian brings unique perspective to each transaction. Guardian's team has closed more than $10 billion in total capital market transactions and currently has offices in Atlanta, New York, Portland, San Francisco, Seattle, Princeton, Ft. Lauderdale, Irvine and Washington D.C.
Harland Financial Solutions supplies software and services to thousands of financial institutions of all sizes. The company is a leader in core systems, business intelligence, branch automation, payments, enterprise content management, lending and compliance, loan servicing, risk management, financial accounting, mortgage and self service solutions.
Holman Capital specializes in originating and funding tax-exempt and taxable debt solutions issued by the federal government, state & local governments, universities, and hospitals. We finance their essential purpose capital equipment, real property, infrastructure, and technology needs.
Holman Capital manages the process from inception to close to provide its investment partners with high credit quality public sector loans at attractive yields. We match local investors with local borrowers to assist them with reinvesting capital in their communities.
Holman Capital provides its banking partners with pricing intelligence, credit expertise, and new loan volume to build a diversified public finance portfolio.
LABHART MILES CONSULTING GROUP assists banking clients with maximizing the California Enterprise Zone Benefits: Net Interest Deduction for Lenders, Hiring Credit, and Sales/Use Tax Credit. Our clients benefit from our expertise, our loan review methodology, documentation process, and reasonable fees. We provide community bankers with peace of mind through our professional, process-driven analysis of their Enterprise Zone benefits. Contact us for a free analysis.
McGladrey is the fifth largest U.S. provider of assurance, tax, and consulting services, with 7,000 professionals and associates in nearly 90 offices to serve your business needs. As a Firm, we serve over 1,500 financial institutions nationally. McGladrey is a member of the Center for Audit Quality and Private Company Practice Section of the AICPA and is registered with the Public Company Accounting Oversight Board.
Q2eBanking is a privately-owned and leading technology company that provides a comprehensive electronic banking platform consisting of high quality technology solutions and services that enable financial institutions and their customers to securely communicate and transact - anytime anywhere. Our solutions were engineered to feature online, mobile, tablet, voice, and security on a single platform designed to allow you to better compete and serve customers more effectively.
Business runs on talent - and no one makes identifying and hiring talent easier than Volt Accounting and Finance. Through proven recruiting practices and innovative sourcing methods, Volt consistently delivers unparalleled service, best-in-field employees, increased HR efficiency, and direct benefit to your bottom line. Visit www.volt.com.
Contingent Staffing | Professional Search | Recruitment Processing | Workforce Management Programs
Pacific Coast Bankers' Bank
1676 N. California Blvd.
Walnut Creek, CA 94596