PACB Preferred Providers

Bankers Healthcare Group, Inc. (BHG)

Lending Support Services

BHG Financial is transforming the financial industry, leveraging the power of data, analytics, and the creator of the largest community bank network in the country. Since 2001, BHG has originated more than $9 billion in loan solutions to top-quality borrowers, which community and midsize banks can purchase via The BHG Loan Hub. Since 2001, BHG has originated $9.4 billion in loan solutions to top-performing borrowers, which community banks can purchase through a state-of-the-art platform: The BHG Loan Hub. To date, 1,400+ banks have diversified their portfolios and earned nearly $1 billion in combined interest income by trusting in BHG’s time-tested and proven assets. BHG is the #1 source for top-performing loans and the creator of the largest community bank loan and product network in the country. BHG offers banks a full suite of solutions including a state-of-the-art loan delivery platform, collections and risk management services, and identity verification technology. 

Kathleen Connellan, (315) 415-0300,

Check Printing Contract Consulting

Bank Consulting, Check Printing & Services, Non-Interest Income

CPCC negotiates check printing contracts on behalf of financial institutions. Our principal, Jim Schartman was a top sales performer for one of the country’s largest check printing companies for more than 32 years. Since early 2015 we have impartially negotiated check printing contracts on behalf of nearly 100 institutions. The vast majority of our clients choose to stay with their current vendor and enjoy net savings of 40% or more. There are no out of pocket costs to the bank. The check vendor funds our entire consulting fee, which is only a percentage of negotiated savings. We offer your bank a free, no obligation Opportunity Analysis that will provide a specific projection of your bank’s potential savings. Common five year contract savings for a bank with 30,000 checking accounts is $500,000 or more.

Jim Schartman, (216) 970-0105,


Merchant Services, Non-Interest Income

Fitech by Deluxe is a leading provider of payment processing solutions, delivered to business owners through their community bank. These solutions include all aspects of payments acceptance, from processing transactions to providing the related solutions and integrations. This product offering is not only in demand by businesses but is also a proven profit-generator for the bank itself when implemented correctly.

William Wensits, (817) 698-2294,

ICI Consulting

Bank Consulting, Core Processing & Systems, Non-Interest Income

At ICI we know core processing systems from years of experience as bankers and vendors. Since 1994, ICI Consulting has focused exclusively on the financial industry. This concentration enables us to objectively evaluate, negotiate, recommend, and implement superior in-house or outsourcing solutions for our clients. We understand core processing systems and the ancillary solutions that integrate with them. Our goal is to select the best solutions at competitive prices for our clients. Furthermore, we strive to maximize the effectiveness of the technology through a comprehensive implementation strategy that creates stronger, more competitive systems for banks.

Jeffrey Trice, (410) 822-7451,

ICBA Securities

Investments/Securities, Investment Banking/Securities

ICBA Securities provides a full suite of investment products and services for community banks through its exclusive broker, Stifel Financial. Included are traditional fixed-income securities, interest rate products, whole loans, M&A and valuation services, and investment advisory services. Vining Sparks also has state-of-the-art asset/liability and bond accounting products. ICBA Securities, a wholly owned subsidiary of the ICBA, provides a full calendar of educational events for community bankers and investment professionals.

James Reber, (800) 422-6442,

Pentegra Retirement

HR, Benefit & Retirement Consulting/Services, Non-Interest Income, Bank Owned Life Insurance, Executive Benefits & Board of Director Services

Pentegra is a leading provider of retirement plan and fiduciary outsourcing solutions to banks nationwide. As one of America’s oldest independent fiduciaries, we deliver retirement plans that run with less risk, greater efficiencies and improved outcomes. With an 80-year legacy of fiduciary expertise and oversight unmatched in the industry today, we partner with firms at the advisor, sponsor and enterprise level to bring maximum flexibility to every opportunity, offering a comprehensive array of retirement plan solutions, plan consulting, TPA services and fiduciary support.

Mark Hogan, (513) 259-9222,

The Plateau Group


The Plateau Group, Inc. is an insurance holding company based in Crossville, TN. The company is an underwriter of Credit Life and Credit Disability insurance, Group Mortgage Life and Disability insurance, and offers Debt Protection Programs, GAP and P&C products. It is also a manufacturer and distributor of related financial products and services. Plateau is considered one of the premier providers of products and services to financial institutions. The company holds a national reputation as a provider of reinsurance and reinsurance accounting services.

Robert Joyce, (931) 484-8411,

S&P Global Market Intelligence

Risk Management Consulting & Services, Data & Information Processing, Lending Services – Consumer/Commercial/Mortgage/Environmental

At S&P Global Market Intelligence, we integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation, and assess credit risk. For community banks, we offer solutions to help bankers evaluate market opportunities, manage risk, and maximize performance. S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence. 

Ryan Chakalos,


Card Services – Debit/Credit/ATM Networks, Marketing & PR Services (Digital, Social, Direct, Print), Non-Interest Income

SHAZAM’s the only nationwide independent, member-owned debit network, processor and core provider supporting community banks. We ensure our clients have the products and services they demand and expect in a cost-efficient way. Founded in 1976 and headquartered in Iowa, we’re a leader in payments and financial technology, with a simple mission: Strengthening community financial institutions. 

Cynthia Glover, (903) 436-2178,


Marketing (Web, Social, Direct, Traditional), Technology Services (Hardware, Software, Consulting), Non-Interest Income, Outsourcing

Source4 is a national company, headquartered in Huntersville, NC, and has been in business for over 42 years. Source4, Inc. provides a broad range of business and marketing products and services to fulfill its clients’ operational and marketing needs. The company’s extensive fulfillment and distribution capabilities and ability to provide a wide range of technology solutions allows for the delivery of complete custom solutions for all business needs. Source4 currently maintains four business segments: Document Management; Print and Marketing Communications; Fulfillment and Distribution Services and Technology Solutions. Source4’s primary goal for Community Banks is to reduce “non-interest expenses” and improve efficiency ratios. We accomplish and document these savings through our “no-cost” assessment process by our financial team. Our E-Portal, called IMAGE, that we build and install facilitates these savings. The company’s qualified account executives and project managers assist in identifying opportunities to improve workflow processes, improve efficiency and reduce cost within the marketing, operational and distribution areas of a Community Bank.

Kevin Gannon, (540) 989-6848,

S.R. Snodgrass, P.C.

Accounting, Bank Consulting, Cyber & Information Security, Risk Management Consulting & Services

S.R. Snodgrass, P.C. is a regional accounting and consulting firm with expertise in serving community financial institutions. Founded in 1946, Snodgrass provides clients with bank/business consulting, network security penetration services, compliance monitoring, assurance services, internal audit and regulatory compliance outsourcing, information systems security, and tax planning and preparation. Snodgrass possesses a strong reputation in the financial services industry as thought leaders and practitioners, currently working with approximately 160 financial institutions.

Jack Slavetti, (724) 934-0344,



Travelers SelectOne+ product is a complete line of insurance coverage for community banks. Travelers is your one source solution for protection. Our products include D&O, EPL, lenders liability, trust, crime, property and casualty.

Heather Coelho, (215) 274-1657,

Joey Smith, (678) 317-7608,



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