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Ascensus
Phone: 800.346.3860
Website: http://www.ascensus.com/
Contact: Jane Weizenegger

As the nation’s leading provider of retirement plan expertise, Ascensus delivers a full range of comprehensive solutions for organizations seeking to achieve and maintain operational compliance and market share in the IRA, HSA, ESA, and retirement plans industry.  

Comprised of two main branches of service (Plan Services Group and Retirement Products and Solutions) and three subsidiary companies, Ascensus’ core capabilities encompass every component of the retirement infrastructure, including third-party plan administration, ERISA consulting, web-based service solutions, trust and custody services, multilingual participant education programs, staff training, and documentation.   

Ascensus solutions are targeted, customizable, and designed to surpass our clients’ needs with industry-leading results. Combined with over 35 years of retirement industry experience, it is this distinction that sets Ascensus apart and makes us a premier whole service retirement solutions provider and partner of choice for many financial institutions, financial advisors, and employers.

 

BKD, LLP
Phone: 303.861.4545
Website: http://www.bkd.com
Contact: Tammie Lowrie

Financial institutions across the country depend on BKD as their CPA and advisory firm of choice. BKD National Financial Services Group offers the experience and commitment needed to help enhance your institution’s performance. Our Group includes consultants with industry experience in tax, regulatory compliance, internal audit, loan review, SEC reporting, risk management, IT risk assessment, and strategic planning. We are committed to delivering unmatched client service for the investment you make.

 

 

Compliance Alliance
Phone: 888.353.3933
Website:
www.compliancealliance.com
Contact:
Scott Daugherty

The Colorado Bankers Association and 16 other state bankers associations across the United States have joined forces to establish Compliance Alliance, a unique and innovative service created exclusively by bankers for bankers.
First developed in response to the ever-increasing compliance load created by the Dodd-Frank Act, Compliance Alliance has been designed to be an extra set of hands while navigating and complying with the federal rules and regulations. Not only will Compliance Alliance provide you the documents necessary be sure that your bank is compliant but the additional products and services will serve as your researcher, advisor, reviewer and document creations specialist.
Membership with Compliance Alliance is all-inclusive providing you access to over 700 quality compliance documents (including policies, procedures, cheat sheets, check lists, flowcharts and much more), personalized attention by our compliance hotline, clear-cut compliance reviews and unlimited users and access! Compliance Alliance provides unmatched dependability in one convenient package!
Powered by a team of Attorneys, Compliance Specialists and Ex-Regulators and backed by 17 State Bankers Associations, Compliance Alliance is uniquely positioned to provide you with the support necessary to bring efficiency and ease to your compliance department!

Coughlin & Co.
Phone: 303.863.1900
Website: www.coughlinandcompany.com

Contact:
Walter Coughlin

 

Computer Services, Inc.
Phone: 800.545.4274
Website:
www.csiweb.com
Contact:
Bill Evers

CSI SecureConnect provides dynamic tools to bankers that increase efficiency and ensure the secure delivery of confidential documents. Financial institutions nationwide rely on SecureConnect as a corporate communications tool for boards of directors, employees, loan committees and other audiences. The solution allows institutions to enhance productivity and reduce operational costs. SecureConnect gives directors secure access to board materials and other confidential information from the convenience of their homes, offices or tablets. It simplifies the process of preparing board materials

 

and makes them available anytime and anywhere they are needed. Current and archived materials are available and include online votes, collaboration and more. This functionality also makes SecureConnect a valuable resource for loan committees, compliance teams and other groups. Additionally, as an employe

 

e intranet, SecureConnect combines a series of powerful communication tools and productivity applications into a single portal. This includes time clock, vacation manager, e-forms, policy manager, task manager, remote access and more.

SecureConnect requires no additional hardware, software or staff to maintain and little end-user training. It provides robust security that exceeds industry-defined security standards. The solution also includes access to a free app in the Apple App Store, improving remote access to confidential documents.

 

Corporation for American Banking
Phone: 800.BANKERS
Website: www.aba.com/cab
Contact: Member Services

ABA’s Corporation for American Banking provides cutting-edge solutions to help build and protect your bank’s operations and enhance your bank’s performance and competitive position. Its mission is to identify top-quality products and services that will help banks diversify their revenue stream, save money, operate more efficiently and compete more effectively.

 

 

Eide Bailly LLP
Phone: 303.586.8550
Website:
www.eidebailly.com
Contact: Eric Budreau

At Eide Bailly, we truly believe people make the difference. We want to be trusted business advisors for our clients, supporters and mentors for our staff, and provide valuable resources for our business friends. The bottom line is … we are passionate about our work and the success of those with whom we work.
Our Promise to Clients
Our people, guided by strong principles will help transform your challenges into new possibilities.
 

Encounter Collaborative
Phone: 800.290.5900
Website:
www.encounter.net
Contact: Tim Oppel

Encounter’s focus is to provide our customers with effective and complete audio and web conferencing solutions. Encounter can be your single source solution provider for all your audio and web conferencing needs. They’ve been in the conferencing business for over 20 years and provide services for almost a quarter of a million audio conferences per year. Encounter Collaborative’s audio conferencing solutions provide the seamless communication tools that businesses require to communicate quickly and easily, efficiently and cost-effectively, with individuals and groups, around the corner or around the world.
Colorado Bankers Association has negotiated volume discounted pricing for CBA members on both Encounter’s Express (reservationless) audio conferencing, as well as for Broadcast audio, which is primarily used for larger more formal conferences. As an added benefit of this program, there are no setup fees and no minimum commitments.



GlobalVision Systems
Phone: 800.290.5900
Website:
www.gv-systems.com

Contact: Scott Grant

GlobalVision’s PATRIOT Officer®, an advanced rule-based intelligent BSA/AML/ATF system, uses Dynamic Multidimensional Risk-Weighted Suspicious Activities DetectorTM (U. S. Patent Pending) to effectively automate the BSA/AML/ATF workflow by monitoring, screening, detecting, alerting, investigating and analyzing suspicious activities of all transactions across all product lines in financial institutions of all sizes with the highest resolution and accuracy. PATRIOT Officer empowers compliance professionals across the nation to efficiently comply with the risk-based policy, procedure, and process required by the BSA/AML Examination Manual published by FFIEC. The PATRIOT Officer loads a bank’s transactional data and customer information data into a database. With a dynamic multidimensional rule-based engine, the PATRIOT Officer detects suspicious activities and assists compliance professionals to investigate the cases and file regulatory reports in accordance with the risk-based policy, procedure and process as required by the BSA/AML Examination Manual, which was published by FFIEC in June 2005.

Office Depot
Phone: 303.406.8419
Website:
www.officedepot.com
Contact: Alicia Tator

Office Depot, founded in 1986, is the world's leading seller of office supplies and an industry leader in every distribution channel - from retail stores and contract delivery to catalogs and e-commerce.
As an Office Depot customer you will have access to Office Depot's exclusive Business Services Division website, strategic brand name partnerships, multi-billion dollar buying power, and ease in economizing your bank's operations. Enjoy customer service from Office Depot that is unmatched in the industry.
Members interested in participating in this program can now sign-up at https://odams.officedepot.com/registrations/synergybai.php.
Click here to print an in store program card.

Program Highlights
• Up to 80% off Manufacturers Suggested List Price.
• A core list of 350+ frequently ordered, deeply discounted products featuring many high use office and banking supplies.
• Your own customized list of an additional 75 items using the same steeply discounted pricing matrix as the core list. This additional 75 list is where a banker would want to include items that are specific to their organization, such as toner and ink jet cartridges.
• For miscellaneous items outside the core and custom tailored list you can choose any other product in the Business Services Division full line catalog at 10% off retail published prices (excludes technology products).
• Prompt delivery by Office Depot truck or UPS, depending on your location. Delivery is free on all orders.
• Access to the award winning Business Services Division website for placement of orders, online catalog, stock availability, order history, product returns, and usage reports.
• The support of a local account manager who is responsible for total account management customer satisfaction.
• In addition to office supplies you'll also receive discounts on office furniture, print/copy services, custom business forms, stationery supplies, promotional products, lunchroom and janitorial supplies, and technology products.
• Your employees will have access to many of these same program benefits through the Employee Purchase Program.
• The Office Depot team will provide you with on-going creative and innovative procurement solutions by identifying preferred product and process improvement opportunities.



 

TriNet
Phone: 720.375.4538
Website: http://www.trinet.com
Contact: Kelley Seriano

Outsource your HR to TriNet
You already know how to guide your company in order to thrive in the current landscape – drive revenue, sharpen your competitive edge, and reinvest in your key players. But achieving these goals requires a relentless focus on the strategic end of your business, and day-to-day HR challenges threaten to eat up both time and money.
Let TriNet handle your company’s benefits, payroll, and human resources. Keep your attention on growth and revenue – give yourself a proven way to contain HR costs, minimize risk, and relieve your administrative burden.

Services Demos:

Discover how TriNet helps you focus on the core business, delivers quality service, and leverages online features to simplify your life.
TriNet Focus
Service Delivery
HR Passport

TriNet Customers:

Allow our customers to tell you how they’ve successfully implemented TriNet’s human resources outsourcing services.
Testimonial Videos
Case Studies

 

ValueCheck
Phone: 720.283.0737
Website: http://www.valuecheck.com
Contact: Christi Fuller

V
alueCheck Green Screen gives lenders the “Green Light” to accurately and instantly value real estate to assist in the lending decision. ValueCheck Portfolio Analytics provides an actionable, 360 degree view of critical indicators within your mortgage portfolio to identiy risks and seize opportunities.

 

Xerox
Phone: 1.800.275.9376 ext BANK and reference #0706438
Website: http://www.xerox.com
Contact: Bruce Hellman

Xerox Corporation offers special pricing through this program on a wide range of Xerox products. Xerox offers solutions for large or small banks, individuals and workgroups requiring high-volume jobs or everyday correspondence. Whether you need to create crisp black-and-white or high-impact color documents, Xerox has the perfect product to meet your needs. Banks can save on the full Xerox product line including black-and-white and color copiers, laser printers, facsimiles, electronic publishing systems and a whole line of multifunction devices which copy, fax, print and scan all in a single unit.

 

 

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