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Memberships & Partners

Associate Memberships

New York Bankers Association

 

New York Bankers Association

 

Independent Bankers Association of New York

 

Independent Bankers Association of New York

 

New Jersey Bankers Association

 

New Jersey Bankers Association

 

Florida Bankers Association

 

Florida Bankers Association

 

South Florida Banking Institute

 

South FL Banking Institute

 

Pennsylvania Association of Community Bankers

 

Pennsylvania Association of Community Bankers

 

Tennessee Bankers Association

 

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Risk Management Association

 

Risk Management Association

 

Institute of International Bankers

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Strategic Partners

BanqLogix

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BanqLogix provides ASC 310-30 (fka SOP 03-3) and 310-20 (fka SFAS 91) proprietary software and related consulting and accounting services involving acquired loan portfolios including the determination of Gain on Bargain Purchase or Goodwill and components of the Portfolio Mark.

As part of an open market or FDIC assisted acquisition, the acquiring Bank will obtain loan reviews from CEIS Review whose analyses are utilized by BanqLogix, creating synergies between the two organizations. BanqLogix’s automated solution contains unique functionality to provide initial and subsequent acquired loan accounting whereby core earnings of the acquiring Bank are protected from the uncertainty of the acquired loan portfolio. In addition, Quarterly Call Report schedules, financial statement disclosures and valuable management reporting is automatically generated.


DR Risk Solutions

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At DR Risk Solutions, we specialize in Enterprise Risk Management. Everything we do is intended to drive corporate and shareholder value on a risk-adjusted basis. This means we deliver management processes fully integrated into the strategic plan of your enterprise.

We have over 30 years of experience helping banks manage risk. Led by Dan Rothstein, an expert in the field of risk management, we offer a wide range of services targeted at small and medium sized banks. Visit us at drrisksolutions.com for more information.


Sageworks

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Sageworks is a financial information company that provides financial analysis and risk management applications to thousands of accounting firms and financial institutions in the U.S. and internationally. The Sageworks credit analysis and portfolio management suite is used by bankers and credit analysts to assess and manage risk in their loan portfolios. The suite includes solutions for global cash flow analysis, probability of default calculations, risk ratings, portfolio monitoring, stress-testing, and ALLL management.