Maryland Bankers Association - Login
Legislative Action Center

Legislative Action Center

Make a difference and contact your legislator today. Click here

Member Directory

Consulting
 


A. G. Newcomb & Co.
6204 Ashton Park Court
Columbia, MD 21044
301-596-0182
Fax 301-596-0182
Send Email
Click Icon for a Map

Founded in 1999, A.G. Newcomb, a management consulting firm based in Columbia, MD, works with community banks in the development and the execution of their strategic vision. Our team of banking experts has a wide breadth of financial and strategic consulting expertise on such corporate initiatives as:

  •  Strategic planning; business plans
  •  Consumer & business banking strategies
  •  Branch acquisitions / divestitures—Valuation, negotiation, merger integration
  •  Capital plans; financial forecasts
  •  Strategic market positioning-- product assessments; online banking strategies; market assessments
  •  Organization assessments
See Also Associate Member, Investment Banking, Marketing


Albert Risk Management Consultants
1704 Westminster Way
Annapolis, MD 21401
410-849-2676
Fax 781-449-5340
Send Email
Albert Risk Management Consultants is a large consulting firm with a highly experienced practice group specializing in banks. We can evaluate the adequacy of a Bank’s property, liability, bond and D & O insurance program and the equity of the insurance premiums being charged via a special written audit procedure. We provide on going guidance to our clients in managing their insurance program and generally are problem solvers in the area of risk and insurance. We are fee based. We sell no insurance.
See Also Associate Member, Insurance


American Technology Services, Inc.
2751 Prosperity Avenue, 6th Floor
Fairfax, VA 22031
703-876-0300
Fax 703-876-0740
Send Email

Founded in 1994, American Technology Services, Inc. is a leading provider of high quality, reliable IT services for financial institutions. We have broad experience in network infrastructure, end-user support, web-based development, managed hosting, and web-related technologies.

Our professional consultants have over twenty years of financial institution IT expertise. We routinely work with various teller, platform, and loan applications programs, ATM vendors, back-office systems, and other specialized equipment and software. Contact us today!

See Also Associate Member, Technology Solutions


Bank Compensation Group, Inc.
14498 Three Oaks Terrace
Montpelier, VA 23192
804-334-8813
Fax 804-798-8689
Send Email
Bank Compensation Group, Inc. (BCG) is a regional firm specializing in compensation and benefit planning for community banks. Our experienced actuarial and benefit consultants can help design, fund, and administer non qualified benefit plans for senior management and directors. BCG is also experienced in both Separate Account and General Account Bank Owned Life Insurance (BOLI) products, which can be used to help fund or offset the increasing cost of healthcare benefits.
See Also Associate Member


BFS Group
731 Alexander Road
Suite 203
Princeton, NJ 08540
609-243-9395
Fax 609-243-8921
Send Email

BFS is a national firm, headquartered in Princeton, N.J., with 11 Regional Offices and 17 Regional Partners. BFS works exclusively with community and regional banks to create, manage, finance (with BOLI), and service Non-Qualified Supplemental Benefit plans for Top Executives and Directors/Trustees.

Through BFS’s Principals, Regional Partners, and staff, we have extensive experience in the financial services, accounting, qualified & non-qualified benefits, and banking industries. Our exclusive focus on non-qualified benefits for bankers and BOLI financing of these plans, makes BFS uniquely qualified to provide meaningful benefits to attract, retain and reward the key drivers of the success of a community/regional bank, while positively impacting the bank’s bottom-line.

See Also Associate Member, Financial Services, Retirement Services


ChaseCompGroup
1270 Caroline Street, Suite D120, PMB379
Atlanta, GA 30307
404-228-1013
Send Email
ChaseCompGroup is headquartered in Atlanta, GA and works exclusively with banks. We have worked with over 350 community banks over the past ten years. This specialized focus on the banking industry sets us apart from our competitors. Our group works with senior management and boards of directors on all facets of compensation for directors, executives, and staff level employees. Our mission is to help you attract, motivate and retain your best employees. We apply our extensive knowledge and experience to ensure your programs maintain compliance with current regulations and provide you with the greatest return on your investment in your employees.
See Also Associate Member, Human Resources Business Services


CliftonLarsonAllen LLP
9515 Deereco Road, Suite 500
Timonium, MD 21093
410-453-0900
Fax 410-453-0914
Click Icon for a Map
CliftonLarsonAllen LLP, one of the largest CPA and consulting firms in the nation, specializes in providing assurance, risk management and IT consulting services to financial institutions throughout the country. The firm has local offices in Baltimore, Maryland and Washington, DC.
See Also Associate Member, Accounting and Auditing


Credit Risk Management, L.L.C.
4140 Parklake Avenue, Suite 530
Raleigh, NC 27612
919-846-1601
Fax 919-846-5760
Send Email

Credit Risk Management, established in 1989, provides US community and regional banks with superior credit risk management products and processes. These are integrated across the entire credit function to promote a sound and consistent credit culture. CRM clients get practical and strategic advice and personal service from experienced bankers who have walked in their shoes. This results in superior lending, risk management and compliance practices that complement the Bank’s credit philosophy. Our team of over 40 associates offers our clients, collectively, over 500 years of credit experience (most as lenders and/or credit officers) and 130 years of documentation, training, regulatory and/or legal experience.

Credit Risk Management has over 175 regional and community banks as clients. We currently support over 90 customized Online Credit Manuals and over 75 CRM toolbar clients. We provide recurring, periodic loan reviews for over 75 client institutions. CRM has performed over 30 independent assessments of loan portfolio quality and loss reserve adequacy as part of merger, acquisitions, or recapitalization due diligence.

See Also Training, Associate Member, Compliance Solutions, Loan Review/Due Diligence

Danielson Associates, a Division of Ambassador Financial Group, Inc.
4330 East West Highway
Suite 305
Bethesda, MD 20814
240-207-2306
Fax 703-564-9125
Send Email
Danielson Associates, a Division of Ambassador Financial Group offers a full range of strategic and investment banking services to banks and thrifts.  Their services include capital planning, capital raising, strategic planning, stock valuations, fairness opinions, M&A advisory and fixed income trading.
See Also Associate Member


Dixon Hughes Goodman LLP
111 Rockville Pike, 6th Floor
Rockville, MD 20850
Send Email

Dixon Hughes Goodman LLP (CPAs and Advisors) has been serving financial institutions for nearly eighty years and is the largest CPA firm based in the Mid-Atlantic and Southern U.S., ranking among the nation’s top 15 in size in the country. Our Financial Institution Services Group presently serves more than 150 banks across the Mid-Atlantic and Southern U.S., including community, regional and U.S. Top 10 banks. We have 20 partners with an average of 25 years’ experience serving financial institutions and more than 125 professionals dedicated to your industry. We provide external audit, SEC reporting, internal audit, tax compliance and consulting, IT reviews and consulting, Sarbanes-Oxley assistance, FDICIA assistance, merger due diligence, risk assessments, compliance services and FDIC assisted transaction services.

See Also Accounting and Auditing, Associate Member, Asset-Based Lending, Financial Services, Human Resources Business Services, Real Estate Services, Retirement Services


FinPro, Inc.
20 Church Street
P.O. Box 323
Liberty Corner, NJ 07938
908-604-9336
Fax 908-604-5951
Send Email

FinPro, Inc. is a full service management consulting firm specializing in providing advisory services to the financial institutions industry.  FinPro is a proven leader in strategic planning, enterprise risk management, market feasibility, de novo bank formation, corporate finance, merger & acquisition advisory, asset/liability management, and regulatory consulting.  FinPro maintains close contact with the bank regulatory agencies and departments to stay current with upcoming policies and rules.  FinPro principals are frequent speakers and presenters at financial institution and regulatory conferences and moderate over numerous board retreats each year.  FinPro combines its entrepreneurial problem solving skills to maximize value, while working within the regulatory framework.

See Also Associate Member, Investment Banking

LCS, Inc.
40 La Riviere Drive, Suite 100
Buffalo, NY 14202
716-845-6145
Fax 716-845-6164
Send Email
Lender Consulting Services (LCS) is a full-service environmental and construction monitoring firm.
See Also Associate Member


Strategic Risk Associates, LLC
5572 Broadmoor Terrace North
Ijamsville, MD 21754
240-674-3866
Send Email
Strategic Risk Associates (SRA) is a consulting and advisory firm focused on the needs of Banks and their Board of Directors. We are senior and successful financial services executives and consultants with high-level experience in virtually every area of banking, risk management, finance, and investments. Our consultants are veteran bankers and many have regulatory experience. We have managed institutions through good and bad economic times and demonstrated the ability to assess situations, develop solutions, and implement actions to achieve strong results. We can do the same thing for your bank.
See Also Associate Member


The Kafafian Group, Inc.
2001 Route 46
Suite 209
Parsippany, NJ 07054
973-299-0300
Fax 973-299-1002
Send Email
The Kafafian Group, Inc. ("TKG") is a finance, strategy, and operations consulting firm that specializes in Performance Measurement, Profitability Outsourcing, Strategic and Business Planning, Profit/Process Improvement, and Investment Banking Advisory Services for the Financial Industry. TKG has helped over 300 financial institutions improve their back-office operations, use systems more effectively, and develop better management information and reporting. The Group is widely recognized as authorities on performance measurement and profitability analysis and reporting, and has developed a cost-effective profitability outsourcing solution for community banks. TKG has served clients in more than 40 states ranging in asset size from $16 million to over $100 billion.
See Also Investment Banking, Associate Member
Copyright © 2010
Maryland Bankers Association
186 Duke of Gloucester St
Annapolis, MD 21401-2541
(410) 269-5977