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


Endorsement Highlights
  • ABA Insurance Services


    ABA Insurance Services, a Member of Great American Insurance Group, provides D&O, bond and cyber insurance to financial institutions, including trust companies and banks in organization, through CBA’s Endorsed Partners program. Recognized as insurance experts who understand banking operations, our tenured and experienced team of underwriting and claims professionals are highly regarded for their in-depth knowledge and expertise. We help mitigate risks by providing valuable loss control resources such as SafeTalk® newsletters, SafeAlert® bulletins, and webinars. With a 30% nationwide market share, the program is a market leader that has been supporting the banking industry for over 30 years; the program’s primary reinsurer, American Bankers Mutual Insurance, Ltd., has declared a distribution to eligible banks for 31 consecutive years, totaling over $91 million. P&C, Excess insurance and STAMP surety bonds are also available from ABA Insurance Services.

    Patricia Williams, CPCU
    (800) 274-5222

  • Bankers Alliance

    Bankers Alliance, owned by 30 State Bankers Associations, offers a family of services that includes Compliance Alliance, a subscription-based regulatory and consumer compliance advisory service with tools, hotlines, and document reviews, and Review Alliance, an independent group of compliance specialists offering banks deep-dive audits of their existing transactions, recommendations about program enhancements or guidance on future safety and soundness. In 2020, we added Virtual Compliance Officer -a new shared service-model using bank-dedicated compliance officers; perfect for monitoring and guiding your bank remotely.

    To learn more aboutour family of services, call (833) 683-0701 or email info@bankersalliance.organd ask for our Membership Team.

    For timely compliance updates, subscribe to our email newsletter.

    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

  • Center For Financial Training

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


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


  • 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


    GlobalVision’s leading technologies and comprehensive scope of products and services have consistently kept its customers ahead of the competition. With its best-in-class reputation, superior R&D team, dominant market share, superb customer service and patented technologies, GlobalVision is committed to maintaining its industry leading position and continuing to set the de facto standard in regulatory compliance, risk management and fraud prevention for financial institutions.


    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

    Cost Reduction

    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

    The risk landscape is changing every day—and without the right enterprise risk management (ERM) framework in place, your organization faces unprecedented threats and challenges. WolfPAC Integrated Risk Management® pairs next-generation software with expert advisors, empowering you to address risks in real time and proactively protect your business and customers. Our holistic approach to ERM streamlines your data and reporting, identifies threats and gaps, and gives you full-scale visibility into your systems, controls, and vendors.

    Our team of experts support every facet of your risk management program, partnering closely with you to create customized action plans for your most-pressing ERM issues. From providing in-depth training and assessments, to building business continuity and disaster recovery plans, to helping you maintain regulatory compliance, we’ve helped over 6,000 users save time, resources, and expenses when and where it matters most.


    Michael Cohn
    Director, WolfPAC Solutions Group

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