Financial Managers Society, Inc.

fmsThe Financial Managers Society, Inc. is the only individual membership society exclusively for financial executives and auditors from financial institutions. FMS’ 1,400 members are CFOs, controllers, CEOs, COOs, treasurers, investment officers and internal auditors from banks, thrifts and credit unions. Vendors who provide goods or services to the industry are Affiliate Members. FMS offers premier education and information to the financial services industry, providing various forums for the exchange of information and practical applications, articulating industry and member concerns to regulatory and accounting policy-setting bodies, and providing members with opportunities for technical, personal, and leadership growth and development.

Graduate School of Banking – University of Wisconsin at Madison

gsbThe Graduate School of Banking at the University of Wisconsin-Madison is widely recognized as one of the premier banking schools in the country. Using feedback from its alumni, Banker Advisory Board, and sponsoring state associations, GSB continuously updates program offerings to meet current professional development needs in the financial services industry. GSB currently offers a Graduate Banking School, Human Resource Management School, Senior Management Seminar, and a variety of live Online Seminar Programs. More than 18,000 alumni have benefited personally and professionally from attending one of the GSB programs offered.

KPN Consulting

kpn_logoKPN Consulting works directly with banks interested in enhancing their ALCO Process. Our objective is to ensure our clients are prepared for what promises to be a more rigorous review of ALCO Policies and Procedures in the future. We also assist banks that have received Consent Orders navigate through the process of working with regulators to ensure they are following the correct policies and procedures. Finally, we work directly with bank trade and regulatory bodies to provide high quality workshops on the topics of Funding, the ALCO Process, and Liquidity Management.


Logo-Kasasa-ColorKasasa® is the innovative leader in branded, community-powered banking products proven to drive profit and growth for community financial institutions. With unprecedented access to training, compliance, research, support resources and customized consulting, Kasasa’s flagship suite provides a research-based strategy leveraging the power of a branded relationship platform. Kasasa is making community financial institutions the topic of conversation for happy consumers nationwide. For more information, please visit, or visit them on Twitter @Kasasa, Facebook, or LinkedIn.

Informa Research Services, Inc.

informaInforma Research Services, Inc. is the leading provider of competitive pricing intelligence. They research and report on all deposit, consumer loan, mortgage loan, credit cards, and indirect loan/lease products. Financial institutions require this research to effectively position their products for maximum profitability. Serving the financial industry since 1983, Informa now works with more than 5,000 clients nationwide. Popular areas of research: Affluent Research; Business Deposit and Lending Studies; Cash Management Analysis; Mortgage and Consumer Lending Surveys; Deposit Pricing Surveys; Fee and Feature Reports; Historical Data from 1983; Indirect Lending Surveys; Internet Banking Research; Mystery Shops/Surveys; Promotional Account Surveys; Specialized/Custom Research Projects; Syndicated Business Market Research.

Parliment Consulting Services, Inc.

parlimentParliment Consulting Services, Inc. (PCS) is a consulting firm dedicated to supporting community financial institutions throughout the country. PCS focuses on strategic financial planning to help institutions gain and maintain sustainable superior earnings growth. Its no-holds-barred retail solutions help to enhance community banks franchise value which is relevant to all financial institutions – stocks, mutuals, and co-operatives. The company’s consulting services include a “best practices” approach to execute and implement retail strategies and to embed them into the asset/liability management process.

Promontory Interfinancial Network, LLC

promontoryUsing Promontory Interfinancial Network’s CDARS®, ICSSM, and IND® services, financial institutions can build multi-million-dollar relationships, manage liquidity, and purchase cost-effective funding. Members place billions of dollars in deposits through Promontory services every week. Learn more at