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Endorsed Partners
IdEndorsed PartnerMember TypeCompanyCategoryPhysical AddressPhoneWebsiteBioAssociateDirectoryContactFull NameFirst NameLast NameEmail
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4653ENDORASSOCABA Insurance ServicesINSURANCE3401 Tuttle Rd, Ste 300 Shaker Heights, OH 44122 UNITED STATES(216) 220-1300www.abais.comABA Insurance Services, a member of Great American Insurance Group, serves the banking industry by offering D&O, bond, cyber and other related insurance to financial institutions nationwide. Endorsed by Tennessee Bankers Association, this unique insurance program has been a market leader for over 35 years and is recognized by insurance and banking professionals as a secure, stable, and affordable source of coverage. Through the program's primary reinsurer, American Bankers Mutual Insurance, Ltd., a distribution to banks has been declared for 33 consecutive years, totaling nearly $100 million, with Tennessee banks sharing $52,000 in 2022. For more information, contact or have your insurance agent contact ABA Insurance Services' Pat Williams, 410-960-6878, or visit abais.com.26339Ms. Patricia P. Williams, CPCUPatriciaWilliams[email protected]
5470ENDORASSOCBank DirectorSpecialServices201 Summit View Dr, Ste 250 Brentwood, TN 37027 UNITED STATES www.BankDirector.comAn information resource to the financial community since 1991, Bank Director focuses on the strategic issues most fundamental to a bank’s CEO, senior leadership team, chairman and independent directors. A privately-held company based in Brentwood, TN with offices in Washington, D.C., our team's operational focus aligns with the educational, informational and fiduciary interests of a bank’s board of directors and C-suite of executives. In response to the mounting pressures placed on the banking community, Bank Director has created a board education program. This affordable membership program combines Bank Director’s conferences, our quarterly publication, director training videos and our online library of exclusive articles. It's not a one-time learning opportunity, but rather an ongoing collection of resources in-person, in-print and online. Active participation in this program is sure to send a strong signal to your regulators that you are committed to a “strong board, strong bank” philosophy and that your board has the knowledge to exceed governance expectation.27919Ms. Jackie WallJackieWall[email protected]
5969ENDORASSOCBank Marketing CenterMARKETING5 Old Stratton Chase Atlanta, GA 30328 UNITED STATES(678) 528-6688www.BankMarketingCenter.comBankMarketingCenter.com (BMC) is a web-based marketing portal that empowers banks to produce professionally designed, bank-branded marketing materials in a matter of seconds. BMC puts you in complete control of the ad production process for your bank, saving valuable time and money.33236Mr. Neal ReynoldsNealReynolds[email protected]
2635ENDORASSOCBankers Title of East Tennessee, LLCINSURANCE408 N Cedar Bluff Rd, Ste 370 Knoxville, TN 37923 UNITED STATES(865) 769-5044www.bteasttn.comA multiple-bank owned title agency serving East Tennessee. Title policies are issued through Investors Title Insurance Company of Chapel Hill, NC.34060Ms. Sara M. BransonSaraBranson[email protected]
5110ENDORASSOCCompliance AllianceCOMPLIANCESERVICES203 W 10th St Austin, TX 78701 UNITED STATES(888) 353-3933www.compliancealliance.comCompliance Alliance helps community banks navigate complex regulatory requirements with confidence. Owned by 38 State Bankers Associations, we offer a comprehensive suite of services: Compliance Hub, Virtual Partners, Tailored Solutions and Bankers Institute delivered by seasoned industry professionals. Our experts provide the tools, guidance, and hands-on support banks need to stay ahead of regulatory changes. Together, these services make Compliance Alliance the trusted partner in proactive, practical compliance management for community banks nationwide. To learn more about our compliance solutions, call (888) 353 -3933 or email [email protected] and ask for our Sales Team. For timely compliance updates, subscribe to our email newsletter https://share.hsforms.com/1w1Oj8StiSo2Cwbk6SmytbAqe6it37027Justin O'NealJustinO'Neal[email protected]
3143ENDORASSOCFPS InsuranceINSURANCE211 Athens Way, Ste 100 Nashville, TN 37228 UNITED STATES(865) 603-0797www.financialpsi.comThe wholly owned insurance agency of TBA, FPS Insurance offers insurance coverage and employee benefit plans specifically tailored for Tennessee banks. A board of directors composed of TBA members and executives provides oversight for FPS Insurance. Its returns to the association help TBA offer high-quality services and programs to members while keeping dues among the lowest of any state bankers association in the country. FPS Insurance products and services include: group medical and life insurance; group and individual disability insurance; 401(k) plans; supplemental retirement and survivor benefits for key employees and directors; long-term care insurance and financial institution bond, directors' and officers', and property and casualty coverage; estate planning and consultation; seminar programs for bank customers; and business continuation programs. FPS Insurance can also partner with banks to create an insurance sales center, which helps increase non-interest revenue for your institution.7920Mr. Ted FrizenTedFrizen[email protected]
3143ENDORASSOCFPS InsuranceINVESTMENTSERVICES211 Athens Way, Ste 100 Nashville, TN 37228 UNITED STATES(865) 603-0797www.financialpsi.comFPS Insurance offers 401(k) plans for Tennessee banks and other associate members.7920Mr. Ted FrizenTedFrizen[email protected]
3469ENDORASSOCICBA CRA SolutionsCOMPLIANCESERVICES8700 W Trail Lake Dr Ste 140 Memphis, TN 38125 UNITED STATES www.icbacrasolutions.orgICBA CRA Solutions provides CRA Education & Training, CRA Support Services, the CRA Collaborative Peer Group, and CRA qualified loans, investments, and grants. Since our inception in 2000, we have helped banks across the country earn meaningful CRA credit through elder financial abuse prevention programs--all with flexible funding options to make it simple for banks to get involved.32304Ms. Steffani JenkinsSteffaniJenkins[email protected]
3469ENDORASSOCICBA CRA SolutionsCOMPLIANCESERVICES8700 W Trail Lake Dr Ste 140 Memphis, TN 38125 UNITED STATES www.icbacrasolutions.orgICBA CRA Solutions provides CRA Education & Training, CRA Support Services, the CRA Collaborative Peer Group, and CRA qualified loans, investments, and grants. Since our inception in 2000, we have helped banks across the country earn meaningful CRA credit through elder financial abuse prevention programs--all with flexible funding options to make it simple for banks to get involved.32435Ms. Kristine LaVignaKristineLaVigna[email protected]
2886ENDORASSOCIntraFiINVESTMENTSERVICES1300 N 17th St, Ste 1800 Arlington, VA 22209 UNITED STATES(703) 292-3439www.intrafi.comChosen by over 3,000 financial institutions, IntraFi has provided deposit placement and wholesale funding services for more than 20 years. IntraFi’s network—the largest of its kind—brings scale, giving each participant access to tens of billions of dollars in funding, the highest per-depositor and per-bank capacity, and the peace of mind of being able to make large-dollar placements. The company invented reciprocal deposits and its tested, trusted solutions are utilized by financial institutions of all sizes. IntraFi helps its network participants grow strong, loyal customer relationships, fund more loans, earn fee income, and seamlessly manage liquidity through all market conditions.7911Mr. Dave StillDaveStill[email protected]
2526ENDORASSOCInvestors Title Insurance CompanyINSURANCE121 N Columbia St Chapel Hill, NC 27514 UNITED STATES(865) 384-7846www.invtitle.comInvestors Title has earned its business and reputation by building mutually beneficial long-term relationships with its partners and customers. Investors Title's expanding footprint serves much of the eastern half of the U.S. and features growing distribution channels in North Carolina, the Southeast Region (South Carolina and Georgia), Florida, Texas, and several additional states and markets served through our affiliate-owned agency program. Designed to generate non-interest fee income for participating owners, the affiliate-owned agency program has generated over $545 million in commissions for lender-owned agencies and profits in excess of $218 million for their member banks. Since 1999, Tennessee bank-owned agencies have sold over $71 million in title insurance, resulting in substantial cash dividends to the owner banks. Based in Chapel Hill, NC, Investors Title is a wholly owned subsidiary of Investors Title Company, which is traded publicly on NASDAQ (ITIC). Investors Title specializes in residential and commercial title insurance, related online products, 1031 exchanges, reverse exchanges, settlement services, title agency management services, and trust and investment services.6684Ms. Norma B. CarrollNormaCarroll[email protected]
5129ENDORASSOCKeyState Captive ManagementINSURANCE3883 Howard Hughes Pkwy Ste 500 Las Vegas, NV 89169 UNITED STATES(702) 598-3738www.key-state.comKeyState Captive Management, an affiliate of The KeyState Companies, has partnered with the Tennessee Bankers Association to offer a unique bank captive insurance program to Tennessee financial institutions. The Bank Captive Program is designed by national accounting firm Crowe Horwath LLP and then administered by KeyState Captive Management. Banks that fit a certain asset size and earnings criteria can form their own wholly owned captive insurance company to finance risks (that are not commercially insured) in a tax advantaged way.24514Mr. Josh MillerJoshMiller[email protected]
4478ENDORASSOCNcontractsCOMPLIANCESERVICES1221 Broadway, Suite 1900 Nashville, TN 37203 UNITED STATES(615) 604-2953www.ncontracts.comNcontracts provides integrated risk management, compliance, and third-party risk management solutions to over 5,000 organizations worldwide, including 4,000 U.S. financial institutions, mortgage companies, and fintechs. The flagship Ncontracts IRM suite combines AI-powered software with expert services, helping financial institutions streamline risk, compliance, and vendor management through an intuitive, cloud-based platform. Ncontracts’ Venminder solution is trusted by enterprise financial companies and other large organizations to strategically manage third-party risk across the entire vendor lifecycle. Visit www.ncontracts.com or follow the company on LinkedIn and X for more information.30471Ms. Rashida HolmesRashidaHolmes[email protected]
4606ENDORASSOCNFP An Aon CompanyCONSULTANTS8000 Centerview Pkwy, Ste 525 Memphis, TN 38018 UNITED STATES(404) 229-2941https://executivebenefits.nfp.com/With 1,250 BOLI clients, NFP, an Aon Company provides banks with customized solutions for designing and financing benefit programs to recruit, retain, and reward key officers and directors. NFP’s services include the implementation and administration of both BOLI and nonqualified benefit plans. In addition, NFP provides its clients with timely, accurate documentation and regulatory compliance support. The organization includes CPAs, attorneys, MBAs, CLUs, CFP, and ChFC professionals, a former bank regulator and several former bankers and bank directors, and other experts with advanced degrees and licenses. Our staff also includes individuals with significant BOLI and benefits administration experience as well as one of the industry’s most recognized experts on accounting and tax matters. NFP has the exclusive endorsement of the Tennessee Bankers Association for the implementation and administration of both BOLI and nonqualified benefit plans. In addition, NFP has had a longstanding relationship with the ABA and has recently become a Premier Partner. As further evidence of its leadership role in the industry, nine additional state banking associations also exclusively endorse NFP for BOLI. Call *David Shoemaker, CPA/PFS, CFP at 404.229.2941 [Do not Text], *James Taylor at 901.831.9146 [Do not Text] or *Linda Radley, CPA at 901.484.0195 [Do not Text] for more information or visit https://executivebenefits.nfp.com. *A Registered Representative of Kestra Investment Services, LLC, Member FINRA/SIPC.6912David Shoemaker, CPA/PFS,CFPDavidShoemaker[email protected]
4246ENDORASSOCODP Business SolutionsBANKEQUIPMENT_SUPPLIES9501 Amberglen Blvd Ste 200 Austin, TX 78729 UNITED STATES(512) 982-9813www.odpbusiness.com/banksignupTBA has partnered with ODP Business Solutions to provide association members significant discounts on a wide range of office and banking supplies, cleaning supplies, furniture, break room provisions, print solutions and promotional products. TBA's partnership with ODP Business Solutions is part of a national state bankers association discount program accessed by hundreds of banks across the country. The program has proven to deliver an average cost savings of 20% to participating members.33498Mr. Robert B. ToddRobertTodd[email protected]
2868ENDORASSOCPathway LendingLENDING201 Venture Cir Nashville, TN 37228 UNITED STATES(615) 425-7171www.pathwaylending.orgFounded in 1999 and based in Nashville, Pathway Lending is a Community Development Financial Institution (CDFI) certified by the U.S. Department of the Treasury that propels economic growth in under-resourced communities. Celebrating its 25th anniversary in 2024, Pathway has generated more than $1 billion in economic impact to become a leading community-focused lender in the Southeast. Through its lending and advisory programs, Pathway has financed over 1,500 businesses, delivering more than $525 million in direct lending through its small business, affordable housing, and climate-related loan funds, including C-PACER. These efforts have supported more than 30,000 jobs, created 2,400 affordable housing units, and generated $9.8MM in annual energy cost savings. Pathway focuses on serving veteran, women, minority, rural, and low-income business owners. More than 80 partner institutions invest in our mission, including financial institutions that earn CRA test credit or franchise and excise tax credits in Tennessee for providing CRA-qualified loans to Pathway. Get to know our mission and the stories of the entrepreneurs and communities we serve at PathwayLending.org.10564Mr. Hank HeltonHankHelton[email protected]
4865ENDORASSOCS&P Global Market IntelligenceINFORMATIONTECHNOLOGY212 7th St NE Charlottesville, VA 22902 UNITED STATES(434) 529-2870https://www.spglobal.com/marketintelligence/en/client-segments/u-s-community-banksAt 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. For more information, visit www.spglobal.com/marketintelligence.32794Mr. Ryan ChakalosRyanChakalos[email protected]
33988ENDORASSOCServisFirst Agent Card ProgramCheckandCardIssuance2500 Woodcrest Pl Birmingham, AL 35209-1374 UNITED STATES(615) 921-3500www.servisfirstbank.com/Agent-Bank-Credit-Card-ProgramServisFirst Bank is the Tennessee Bankers Association’s partner for the agent credit card program. ServisFirst currently issues cards for over 100 community banks in the country, including many that have recently converted from other agent card programs. Through the program, TBA members will be able to issue credit cards to their customers, both commercial and retail, with their bank’s logo. The TBA board of directors recently approved the endorsement citing ServisFirst’s innovative product offerings, customer service and transparency on pricing. ServisFirst provides a simple, straightforward program that includes credit card marketing and portfolio management services at no cost to the bank.26767Ms. Karen RohlingKarenRohling[email protected]
33988ENDORASSOCServisFirst Agent Card ProgramCheckandCardIssuance2500 Woodcrest Pl Birmingham, AL 35209-1374 UNITED STATES(615) 921-3500www.servisfirstbank.com/Agent-Bank-Credit-Card-ProgramServisFirst Bank is the Tennessee Bankers Association’s partner for the agent credit card program. ServisFirst currently issues cards for over 100 community banks in the country, including many that have recently converted from other agent card programs. Through the program, TBA members will be able to issue credit cards to their customers, both commercial and retail, with their bank’s logo. The TBA board of directors recently approved the endorsement citing ServisFirst’s innovative product offerings, customer service and transparency on pricing. ServisFirst provides a simple, straightforward program that includes credit card marketing and portfolio management services at no cost to the bank.28009Caroline YatesCarolineYates[email protected]
2693ENDORASSOCTitle Center of the South, LLCINSURANCE783 Old Hickory Blvd, Ste 356W Brentwood, TN 37027 UNITED STATES(615) 221-1570www.titlecenterofthesouth.comA multiple-bank-owned title agency serving Middle Tennessee and West Tennessee. We offer title insurance on residential and commercial real estate. Title policies are issued through Investors Title Insurance Company of Chapel Hill, NC.31769Mr. Dan ScarboroughDanScarborough[email protected]
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