CBA Endorsed Providers
Insurance
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.
Contact
Patricia Williams, CPCU
(800) 274-5222
www.abais.com
Employee Training and Education
CFT provides professional training and development for entry-level through mid-management employees.
Contact
Marta Carey
President
Phone: (800) 795-5242
Fax: (860) 823-1410
www.cftnow.org
Compliance
Compliance Alliance, owned by 30 State Bankers Associations, offers a family of services with 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 about our family of services, call (833) 683-0701 or email info@compliance.org and ask for our Membership Team. For timely compliance updates, subscribe to our email newsletter.
ConnexMarkets is a provider of Financial Health Tools and Business Lending.
Based in Stamford, Connecticut, ConnexMarkets provides financial resources to help businesses plan for growth and success. Our model is ‘local on local’ connecting local businesses with local lenders.
Our technology-enabled capital marketplace provides the tools essential for small & medium-size businesses to enhance their financial well-being and gain efficient access to their best capital solutions. For capital lenders, ConnexMarkets becomes a strong partner in solving the most challenging parts of the lending process – finding the right borrowers, and expediting underwriting with complete ‘smart’ applications – so lenders can close more loans while improving profitability. Our mission is to lift-up small and midsize companies resulting in stronger business communities and economic growth.
To schedule a demonstration of our free resources, contact Chris Peck, Director of Partnerships at chris@connexmarkets.com or 203-273-8232.
Learn more at www.cxmloans.com. Visit our website at www.connexmarkets.com, and follow us on LinkedIn LinkedIn.connexmarkets, YouTube ConnexMarkets and Instagram @ConnexMarkets.
Christopher (Chris) Peck
Director of Partnerships
Phone: 203-273-8232
Email: chris@connexmarkets.com
Office Products & Solutions
At ODP Business Solutions, our goal is to help you redefine how you work and be more efficient, productive and satisfied in your workplace. We bring nearly 30 years of knowledge and experience to the table with capabilities that enable positive business outcomes.
Contact
Kimberly Gilbert
Lead, Inside Sales Account Manager| Office Depot, Inc.
9501 Amberglen Blvd., Suite 200 | Austin, TX 78729
Tel: 855-337-6811 Ext.12878 | kimberly.gilbert@officedepot.com
Contact for New Account Inquiries
Talitha Searcy
Senior Sales Manager, SMB Acquisition
Office Depot, Inc.
9501 Amberglen Blvd., Suite 200 | Austin, TX 78729
Tel: 512-651-2579 | talitha.searcy@officedepot.com | bank.opportunities@ODPbusiness.com
To sign up for the Members-Only ODP Business Solutions National Buying Program, click here.
S&P Global serves the instrumental functions of the financial services industry and other of the world’s largest and most complex industries. S&P Global’s products and services are embedded in our customers workflows. By helping our customers manage risks and uncover opportunities, we’re driving markets forward.