Annual Conference Online Access

BOK Financial Securities, a registered broker/dealer in all 50 states and the full-service brokerage subsidiary of BOK Financial Corporation (NASDAQ: BOKF), consists of two separate divisions: BOK Financial Advisors and BOK Financial Securities.

All Covered is a trusted IT services provider for financial institutions, offering advanced solutions to enhance customer relationships from acquisition through retention and growth. Our certified security and compliance experts leverage extensive experience in banking and IT security to ensure regulatory compliance and implement robust protections against cyber threats. We partner with financial institutions of all sizes, blending global digital transformation expertise with local market knowledge. By addressing the unique needs of each organization, we help fortify defenses, safeguard data, and drive digital maturity, ensuring your business stays secure and competitive.

Baker Hill, a trusted advisor to financial institutions, provides loan origination, relationship management and business intelligence/predictive modeling solutions to help banks generate growth, increase profitability, mitigate risk and strengthen customer relationships.

Banc Card is an all-in-one business solution for community banks working with more than 700 community banks in 26 states. We offer local face-to-face service to their bank partners and customers when it comes to an all-in-one fintech and payment processing solution.

Banzai is an education platform with a focus on financial literacy. We serve communities by providing unparalleled financial literacy education to schools, and we serve our partners by providing access to invaluable marketing insights and meaningful CRA opportunities.

Blanchard Consulting Group is a national compensation consulting company. Our mission is to deliver independent compensation guidance to Community Banks to help them attract, motivate and retain their key employees and directors. With an exclusive focus on the banking marketplace since 2000, our lead consultants have a unique industry perspective and expertise to offer our clients.

Bank Stock Lending

Computershare Communication Services partners with clients to transform and distribute transactional customer communications. We help deliver a superior customer experience by improving communications to effectively communicate with customers, add value to the customer journey, and shift user behavior to align with business goals. We’ve partnered with hundreds of clients in the financial services industry for over 30 years, enhancing communications to create deeper relationships with their customers.

DBE, a family-owned company rooted in exceptional service, has been bringing transforming solutions to the market since 1968. DBE supports our clients through differentiating products and services to improve their position in the market. From thoughtful solution consultation, to implementation, service and ongoing support, everything DBE does is designed to drive the best possible experience and outcomes for our clients.

Empyrean's software allows financial institutions to take control of their balance sheet management, scenario planning, and risk/performance analysis in a single integrated software platform. The company offers a host of modules, including asset and liability management, liquidity stress testing, deposit analytics, budgeting, and profitability. Empyrean works with over 600 financial institutions ranging from under $100 million to over $200 billion in assets.

Committed to Growing Your Merchant Program. For over 26 years, Evolv has been an industry leader in partnering with banks in building their Merchant Program and increasing their non-interest income. We take a fiduciary approach with the bank’s customers, to put them in a more efficient and cost-effective solution, while helping them increase their sales and mitigate risk. Evolv offers a complete menu of payment processing and digital marketing solutions to businesses of every size and type. Evolv’s Merchant Solutions include: Buyer’s Choice (eliminate up to 90% of credit card fees)
Non-cash charges, including convenience fees
Gift card and loyalty programs
Debt repayment solutions
Specialized, industry-specific POS systems
Contactless smart terminals
E-Invoicing, ACH, and online billing
Fully integrated with Quickbooks & Quickbooks Online
Ecommerce shopping carts
Website development
Social media and reputation management
Paid online advertising
Search engine optimization
Text message marketing

The Premier Flood Zone Certification Provider in the U.S. Your work team and customers deserve the best! Floodplain Consultants (FCI), a flood zone certification provider serving lenders for over 30 years, provides industry leading customer care and accuracy. Since a flood certification is required on most loans, why not partner with FCI and free up staff time to do other meaningful tasks, increase customer satisfaction, reduce the risk of costly compliance problems, and help improve your bottom line? Contact Craig Callahan to set up a FREE TRIAL of their highly sought after services.

Our key solutions are document design, digital delivery, and print delivery. From our primary solutions, we offer additional services that enable you to further enhance your customer statement experience. We design customer communications, like bank statements, that both reinforce your brand identity and communicate key financial data. We help Financial Institutions create statement efficiencies that align with their unique needs - reducing costs and saving time with a smarter approach to statement processing. With HC3, you gain a strategic partner committed to your success.

Implemify is an IT strategy consulting firm specializing in digital transformation, workflow automation, and CRM services. Our goal is to streamline business operations through no-code and low-code solutions, enabling companies to enhance efficiency and productivity. Implemify offers a variety of services, such as IT managed services, strategic consulting, and IT staff augmentation. A key focus is helping businesses adopt digital technologies, leveraging platforms like Salesforce and Creatio, a no-code solution that allows organizations to build custom workflows and applications without needing extensive technical expertise. This partnership enables clients to maximize the flexibility and functionality of their business systems, fostering innovation and growth. Implemify primarily serves small and midmarket businesses but also caters to larger enterprises, providing tailored solutions to meet diverse business needs.

Promontory Interfinancial Network is now IntraFi Network. Having built the largest bank network of its kind, we’re a trusted ally to community banks that never competes with banks for their customers and that helps them to attract and maintain valuable customer relationships, grow reciprocal deposits, manage liquidity and generate fee income, diversify funding, and reduce collateralization. Work with the market leader to grow profitability and increase franchise value.

IntraFi Network’s innovative balance-sheet management solution — known ICS, CDARS and IntraFi Funding — empowers institutions to increase profitability, grow franchise value, manage liquidity more easily, and serve customers better. To learn more, visit IntraFi.com.

Jack Henry™ is a well-rounded financial technology company that strengthens the connections between people and their financial institutions through technology and services that reduce the barriers to financial health – with the purpose of empowering people and communities to gain the financial freedom to move forward. Visit jackhenry.com to learn more.

MeridianLink® (NYSE: MLNK) empowers financial institutions and consumer reporting agencies to drive efficient growth. MeridianLink’s cloud-based digital lending, account opening, background screening, and data verification solutions leverage shared intelligence from a unified data platform, MeridianLink® One, to enable customers of all sizes to identify growth opportunities, effectively scale up, and support compliance efforts, all while powering an enhanced experience for staff and consumers alike. For more than 25 years, MeridianLink has prioritized the democratization of lending for consumers, businesses, and communities. Learn more at www.meridianlink.com.

Grow & Protect with Midwestern Securities Whether you have a thriving investment services division and are looking for a true partner to help you take it to the next level of success or you are just starting on your journey to building new streams of non-interest income, we have a solution for you. We work with forward-thinking, community-minded banks and credit unions who desire a broker/dealer who can provide executive leadership and superior sales coaching to their financial advisors. Our size and exclusivity allow us to provide personalized, focused attention and support to our partners. We are invested in their success and dedicated to helping them grow if they are willing to match our effort and expectations. We are on a mission to make sure our partners grow their investment services division and diversify their revenue in a compliant fashion so they can still be here in a generation. Member FINRA/SIPC.

Oculus Software's BNControl was developed by bankers for bankers to leverage core data and create efficiencies throughout your bank. The platform provides timely access to key data to manage your financial institution across all lines of business, including Reporting, Financials, Intranet, Forms/Workflows, Compliance, BSA, Relationship Banking, Referral Tracking, Bank Checks, Wires, and more.

OCCH, a nonprofit corporation, provides CRA Qualified tax advantaged investments to large and small banks alike. To date OCCH has invested over $4.25B in over 46,500 affordable housing units across Ohio. An investment in an OCCH sponsored equity fund meets the Investment Test under CRA while providing investors with a market rate of return through the purchase of low income housing tax credits.

SomerCor is a nonprofit, SBA Certified Development Company that specializes SBA 504 loan origination and servicing. We partner with lending institutions to serve the capital needs of businesses throughout Illinois. Our team works with a shared and compelling mission to grow businesses, create jobs, and increase impactful investment in every community.

The Redmond Company, your premier design/build partner, has completed 800+ financial institution projects. Experts in Prescriptive Consumer Analytics, Market Analysis, Trade Area Analysis, Branch Deployment Studies, Site Identification and Acquisition, Brand Integration, Architecture and Construction. Redmond uses advanced analytics to identify your optimal market, trade area, area of influence and site, using “The Science of Where” and Prescriptive Consumer Analytics. Ultimately, increasing the potential profitability and ROI of your facility by selecting the best and most profitable location. Let our award-winning team help you increase the potential profitability of your facilities, improve employee productivity and enhance consumer experiences.

Empowering Community Banks and Our People to Thrive – Together! UFS, a proud Preferred Vendor of the IBA, is a bank technology outfitter with a simple promise to make technology work for community banks so they can focus on banking. Partnering only with community banks, regulated like a bank, and heavily staffed with former bankers, UFS is accountable for providing purpose-built technology solutions that empower banks to thrive and achieve their own unique goals. Founded in 1991, UFS has been improving efficiency and regulatory compliance, while delivering innovative technology services and solutions.
Managed IT Services
Cybersecurity as a Service
IT Regulatory Compliance
Regulated Cloud Hosting
Advisory Services
Infrastructure as a Service
Core Banking
Digital Banking
...and more!

Vikar provides automated end-to-end software solutions to community banks. Their account opening and loan origination solutions enable seamless collaboration among various stakeholders such as customers, lenders, branch managers, underwriters, KYC teams, and operations teams. This is achieved through a unified interface that supports interactions across different banking services, including loans, deposits, treasury, and wealth management. Their solutions are designed with an integrated, comprehensive perspective on a bank’s operations and connects seamlessly with core banking systems. It supports all major banking business lines—retail, commercial, and wealth management—and can be utilized in multiple service formats, such as self-service, joint service, and full-service models. This versatility helps banks enhance productivity and improve the client experience while maintaining a holistic approach to financial services.

Wysh’s innovative deposit solution, Life Benefit, revolutionizes and invigorates traditional banking. Life Benefit helps Financial Institutions grow, retain, and differentiate their offering by seamlessly embedding micro-life insurance onto a deposit account. Worth 1-10% of the consumer’s account balance, Life Benefit encourages consumers to plan for their financial future, while enhancing brand loyalty and strengthening FI’s balance sheet. Life Benefit has been recognized as one of the most inclusive life insurance options on the market.