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About CBA

CBA is the premier advocate for financial institutions in Connecticut.  We:

  • Support and promote legislative and regulatory actions in Connecticut and Washington, DC
  • Develop educational programs for our members
  • Provide cost-effective services for our members
  • 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


  CT Most Wanted



MAY 3, 2019

Mystic Marriott


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 and bond coverage including Employment Practices, Cyber, and Trust Services. Nearly 1 in 2 Connecticut banks purchase their coverage from ABA Insurance Services. Supporting the banking industry for over 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 28 consecutive years, totaling $84.3 million. We also offer P&C, excess liability and surety bonds.

    Patricia Williams, CPCU
    (800) 274-5222

  • BFS Group


    Executive Benefits
    As an endorsed provider for the CBA, BFS Group is setting the standard as the industry’s leading professional in assisting banks in all facets related to Bank Owned Life Insurance (“BOLI”), as well as executive/director compensation benefit plans. Our consultative approach to education, evaluation, implementation, along with regulatory compliance is unmatched.

    For over two decades, banks have turned to our documented expertise and process to assist them in enhancing earnings through the implementation of an effective BOLI plan. BFS Group continues to demonstrate extraordinary customer service with a proactive approach to all aspects associated with BOLI and Benefit Compensation strategies.


    Arnie Winick
    Regional Managing Director
    411 South State Street
    Newtown, PA 18940
    Phone: (267) 291-2130
    Phone: (800) 877-2377
    Fax: (215) 550-6941

  • 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

  • Compliance Alliance

    Connecticut Bankers Association and 27 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. Membership offers three main areas of support including downloadable documents, a compliance hotline and review services. Compliance Alliance members receive unlimited access to all products and services for one annual fee.

    Sara Baker
    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

  • 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.

    Sarah Elliott
    Managing Director
    100 Bright Meadow Boulevard
    Enfield, CT  06082
    Phone: (860) 922-8745


  • 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.


    Bharat Nair
    Product & Technology Strategy

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

  • 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

  • First Advantage



    Employment Background Screening & Fingerprint Services

    First Advantage screening solutions help give your bank confidence that your bank is making sound staffing decisions. First Advantage's background checks empower you to make the right decisions quickly about the people you hire—-whether they be contractors or employees. Best practices that allow you to manage workflow efficiencies more effectively and maximize the value of your investment. Learn more.

    Market Profile

    Financial institutions have unique hiring needs. Apart from identifying qualified, reliable people, it is critical to also protect against internal theft and fraud and comply with industry specific requirements. Background checks are one way financial institutions reduce their risks and show due diligence to meet licensing needs and hire the most qualified candidates.


    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