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About CBA

CBA is the premier advocate for financial institutions in Connecticut.

  • Support and promote legislative and regulatory actions
  • Develop educational programs
  • Provide cost effective services
  • Facilitate the interchange of information and ideas among our members

CBA provides many services to its members throughout the financial industry, including:

  Center for Financial Training

  Regulatory Feedback Initiative

  Compliance Alliance Live Demo

Endorsement Highlights
  • Infinex Financial Group

    Full-service Brokerage Firm
    Infinex Financial Group offers retail investment and insurance programs, financial planning services, full service brokerage capabilities, and access to a wide range of products and services.

    Steve Amarante
    President & CEO
    538 Preston Avenue
    Meriden, CT 06450
    Phone: (203) 599-6000
    Phone: (800) 218-2827
    Fax: (203) 599-6001

  • Center For Financial Training

    Employee Training and Education
    CFT provides professional training and development for entry-level through mid-management employees.

    Mike Meakem
    President & CEO
    33 Broadway
    2nd Floor
    P.O. Box 969
    Norwich, CT 06360
    Phone: (800) 795-5242
    Fax: (860) 823-1410

  • ABA Insurance Services

    ABA Insurance Services is the CBA Endorsed Program for D&O Liability and bond coverage including Employment Practices Liability, Internet Banking Liability (Cyber) and Trust Services Liability. Over 1 in 3 Connecticut banks purchase their coverage from ABA Insurance Services. Supporting the banking industry for nearly 30 years, this bank-owned, banker-directed program is known as a long-term, reliable and stable source of insurance for financial institutions. The program’s reinsurer, American Bankers Mutual Insurance, Ltd., has declared a distribution to participating banks for 25 consecutive years, totaling $80.1 million. We also offer P&C, excess liability and surety bonds. Please contact Patricia P. Williams or visit for more information.


    Patricia Williams, CPCU
    (800) 274-5222

  • Call A Doctor Plus | CADR+

    Wellness Program

    CADR+ is an innovative new Healthcare program that gives you and your family on-demand, 24/7 access to the quality care you need, when you need it. Fromdoctors to legal advisors, financial consultants to bill mediation specialists, you are just a callor click away!

    CADR+ is not health insurance and does not replace your primary care physician, but is a resource platform designed to improve wellness and lifestyle.


    Joe Mango, Jr.
    Bruen Deldin DiDio Associates Inc.
    1062 Barnes Road
    Suite 306
    Wallingford, CT 06492
    Phone: (203) 269-7200 ex.401
    Fax: (203) 269-8155

  • Harland Clarke

    Check Printing and Marketing Solutions

    Harland Clarke is the leading provider of check printing services. Additionally, Harland Clarke provides a variety of marketing solutions geared specifically for financial institutions. These programs can help in the areas of new customer acquisition, retention of profitable customers, maximization of fees and interest income per customer and operational efficiency.

    Corporate Office
    10931 Laureate Drive
    San Antonio, TX 78249

    Local Representation
    Maryann Dazkevich
    Phone: (860) 561-5559

  • MassMutual Retirement Services

    Retirement Services

    MassMutual services include Define Contribution, Define Benefit and Non-Qualified Plans and will help to meet the retirement savings needs of CBA member banks and their employees.

    Jason Carlough
    Managing Director
    340 Madison Avenue, 18th Floor
    New York, NY  10017
    Phone: (212) 512-9659


  • Agility Recovery Solutions

    Disaster Recovery
    If your institution is hit by a disaster, Agility Recovery will rescue your business. Following an interruption Agility will deliver any, or all, of the four key elements of business continuity to get your institution running: Power, Branch Space, Technology, Connectivity. Formerly GE Disaster Recovery Services, Agility has 22 years of experience providing turn-key disaster recovery solutions and testing options. Our simple, cost-effective and easy-to-use solution, combined with our 100% success rate, is why over 1,000 financial institutions across the continent have joined Agility.

    Joe Bracchitta
    2101 Rexford Road
    Suite 350E
    Charlotte, NC 28211
    Phone: (704) 341-8700
    Phone: (866) 364-9696
    Fax: (704) 341-9099

  • Compliance Alliance

    Connecticut Bankers Association and 23 other state banking associations have united to create Compliance Alliance, a unique and innovative compliance service created exclusively by bankers for bankers.  Powered by a team of Attorneys, Compliance Specialists and Ex-Regulators, Compliance Alliance is uniquely positioned to provide you with the support necessary to bring efficiency and ease to your compliance department.

    Samuel Desmond
    Membership Development
    (512) 776-0713

  • Office Depot

    Office Products
    Office Depot is the world’s leader in office supplies and an industry leader in every distribution channel, from e-commerce, contract delivery, retail stores, and catalogs.  CBA members can now access the Office Depot national group purchasing program, bringing you tremendous buying power and exclusive discounts on the office products you use every day.  In fact, current participants of the program have saved an average of 20-30 percent over their prior office product costs.

    Member Banks and Associate members can register here.

    Employees of Member Banks and Associate Members can register here.

    Jayson Douthwright
    Territory Development Representative
    Phone: (860) 307-9058

  • WolfPac

    Risk Management Program
    WolfPAC Integrated Risk Management® is a secure, web-based enterprise risk management solution used to automate the identification of risks, threats, and control gaps. WolfPAC® keeps institutions safe and sound, and maximizes the outcomes of strategic initiatives. Developed by financial professionals in 2004, WolfPAC® provides tools to review and assess information technology, privacy, vendor, compliance, and other enterprise-wide risk assessments. Quarterly methodology updates are designed to align with emerging compliance and examination standards. A robust suite of reports allows an institution’s management to analyze their control gaps in relation to known threats, and benchmark risk profiles against peers.


    Joe Romanello
    WolfPAC National Sales Director

    99 High Street
    21st Floor
    Boston, MA 02110
    Phone: (617) 439-9700
    Fax: (617) 423-6629

  • Profit Protection

    Security Risk Management
    Profit Protection, Inc. publishes a monthly publication for financial institutions containing timely case histories and procedural guidelines on security risk management.  The Advisor is the only monthly advisory service based upon a review of current case histories of crimes, losses and lawsuits.  Subscribers are provided with an awareness of current crime trends and techniques, along with practical solutions to everyday security problems.  A wide variety of security related publications are also available for member bank purchase.


    Phillips Gay
    4800 S.W. 51st Street
    Suite 101
    Fort Lauderdale, FL 33314
    Phone: (800) 390-6227

  • Affinion Group

    Relationship Banking Strategies
    Affinion Group is a dynamic global leader in the membership, insurance and loyalty marketing businesses.

    Misha Bleymaier-Farrish

    100 Connecticut Avenue
    Norwalk, CT 06850
    Phone: (615) 764-2492
    Fax: (615) 764-5492

  • Lexis Nexis

    Employment Screening Solutions

    LexisNexis® Employment Screening Solutions helps give your bank confidence that your bank is making sound staffing decisions. LexisNexis Employment Screening Solutions helps financial institutions stay compliant and protect their reputations by identifying risk associated with the individuals you screen. LexisNexis Employment Screening Solutions leads the industry with the most advanced technology and comprehensive data solutions, so you can make the right decisions quickly about who you hire—contractors and employees. User-friendly screening solutions support LexisNexis service excellence, compliance updates, and best practices that allow you to manage workflow efficiencies more effectively and maximize the value of your investment.  Co-endorsed with the ABA.


    Shari Hubbert
    Marketing Manager,
    Screening Solutions
    Phone: (360) 651-6182


    Online Audit Confirmation and Credit Inquiry Service, an Inc. 500 business, is the world's largest processor of electronic audit confirmations. As a FREE service for financial institutions, is an online solution that simplifies audit confirmation and credit inquiry requests. For audit confirmation requests, streamlines confirmation workflow, centralizes responses, and archives responses electronically. This award-winning solution allows your bank to control the audit confirmation process end-to-end, reducing the opportunity for confirmation fraud.  Co-endorsed with the ABA.


    Dave Malone
    Capital Confirmation, Inc.
    214 Centerview Drive, Suite 265
    Brentwood, TN 37027
    Phone: (888) 716-3577

  • Global Vision

    Anti-Money Laundering Software
    PATRIOT Officer is a comprehensive rule-based BSA/AML/ATF solution that uses Dynamic Multidimensional Risk-Weighted Suspicious Activities Detector and knowledge-based artificial intelligence to identify suspicious activity. PATRIOT Officer automates the BSA/AML/ATF process of monitoring, detecting, investigating, regulatory report filing and recordkeeping. The technology that drives PATRIOT Officer adaptively integrates rules, risks and knowledge from hundreds of dimensions to monitor each client and each group of related clients and detects suspicious activities with high resolution and accurate results. 
    Co-endorsed with the ABA.

    Catherine Lew
    9301 Oakdale Avenue
    Suite 100
    Chatsworth, CA 91311
    Phone: (818) 998-7851
    Fax: (818) 998-1758

  • UPS

    Overnight Delivery Services Program
    UPS offers special shipping rates to financial institutions on overnight and international delivery services. UPS provides reliable overnight and international service to virtually anywhere in the world.  Co-endorsed with the ABA.

    UPS National Association Hotline
    Phone: (800) 325-7000

  • Xerox

    Business Solutions
    Xerox offers the broadest portfolio of document management products, software, and services including imaging solutions, color or black and white digital copiers, printers or multifunctional devices—all designed to help your bottom line and to increase your productivity. Xerox's services expertise is unmatched and includes helping banks, such yours, develop online document archives, analyzing how employees can most efficiently share documents, and assessing the costs of managing documents within your bank.

    Bruce Hellman

    Xerox Square
    12th Floor
    Rochester, NY 14644
    Phone: (585) 423-4002
    Fax: (585) 423-3271