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 Quarterly

Latest Edition- 3Q2020


4Q 2020 - November 9, 2020

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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


Upcoming Seminars
Endorsement Highlights
  • ABA Insurance Services

    A member of Great American Insurance Group … D&O/bond/cyber insurance program endorsed by the CBA, covers banks countrywide … recognized for underwriting and claims handling expertise, the insurance program dates back over 30 years … property & casualty coverage is available for Connecticut banks … for the 29th consecutive year, a distribution has been declared, totaling over $86 million to date … contact Patricia Williams for additional information.

    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


  • Center For Financial Training

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


    Marta Carey
    Interim President 
    Phone: (800) 795-5242
    Fax: (860) 823-1410


  • Compliance Alliance

    Connecticut Bankers Association and 28 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.


    C/A’s Membership Development Team by calling (888) 353-3933 or send an email to: info@compliancealliance.com or visit or our website at : https://www.compliancealliance.com

  • Confirmation.com

    Online Audit Confirmation and Credit Inquiry Service

    Confirmation is the digital platform and global network trusted by audit firms, banks, law firms, and credit managers to quickly and securely verify financial data. Confirmation invented electronic confirmations nearly 20 years ago, reshaping the audit confirmation process. Today, Confirmation helps 1.5 million users across 170 countries confirm more than $1 trillion in financial data every year.   Co-endorsed with the ABA.


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

  • GlobalVision Systems

    Anti-Money Laundering Software
    PATRIOT OFFICER is the #1 BSA/AML/Anti-Fraud Solution for financial institutions of all sizes, integrating anti-money laundering, counter-terrorist financing and anti-fraud capabilities into a single streamlined system that provides superior performance and consistent peace of mindCo-endorsed with the ABA.


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


  • 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

  • Infinex Financial Group

    Full-Service Brokerage Firm

    Infinex Financial Group is a broker-dealer powerhouse owned by banks and as such, we are empowered to deliver top-notch support and services to financial institutions and their customers. Our entire team is dedicated to building strong wealth, investment and insurance programs.


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


  • 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 and services you use every day.  

    Member Banks and Associate Members can register for a new business account by contacting Isaac Mares, corporate contact at Office Depot Business Solutions.

    Employees of Member Banks and Associate Members are eligible, by request to access the business select pricing by contacting Isaac.Mares@OfficeDepot.com directly.


    Isaac Mares
    Lead Inside Sales Representative
    Phone: (855) 337-6811, ext. 12878


  • Strategic Resource Management

    Strategic Resource Management, Inc.

    Since 1992, SRM has been helping clients adapt and succeed in a constantly evolving financial services landscape. We have gathered the experience, proprietary benchmarks, and expertise necessary for a 360-degree perspective of market conditions. SRM serves as a complete vendor management solution targeted towards cost savings, revenue growth and process optimization. Whether for a massive card re-issuance project, an extensive vendor invoice audit, or for an expert voice at the negotiating table, SRM has been trusted by more than 1,050 financial institutions for reliable, specialized expertise—adding over $3.6 billion to the bottom line for our clients along the way.

    To schedule a no-cost assessment, contact Brent Lapp, SVP – Business Development at blapp@srmcorp.com or 267-588-0177.

    To connect with SRM, visit www.srmcorp.com, follow the company @SRMCorp, subscribe to The Bottom Line Blog, or enroll in SRM Academy.



    Brent Lapp

    Senior Vice President

    Phone: 267-588-0177

    Email: blapp@srmcorp.com

  • 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.


    Michael Cohn
    Director, WolfPAC Solutions Group

    99 High Street
    21st Floor
    Boston, MA 02110
    Phone: (617) 439-9700
    Fax: (617) 428-5488