BNK Advisory Group is a trusted strategic partner to more than 200 community and regional banks located from the Mid-West to the East Coast. Notably one of the only firms in the nation to be wholly dedicated to serving the unique needs of these cornerstone institutions, BNK is comprised of five comprehensive divisions staffed by nationally recognized experts in asset/liability management, investment guidance and execution, strategic planning, board education, and research/analytics. Each division employs the collective resources of the entire BNK team to bring the most informed solutions to clients ranging from $250 million to $3 billion in assets. Located in Bethlehem, PA, BNK currently boasts an impressive 90+% client retention rate.
http://www.bnkadvisorygroup.com

Series Participants
Jay Brew, Chairman, President, and CEO

Founded in 1967, Clark Consulting (NYSE: CLK) is a leading provider of strategic planning and leadership development, compensation and benefits consulting, bank-owned life insurance (BOLI) and benefit administration support services for the banking industry. Endorsed by more than 40 banking trade organizations, including the American Bankers Association (through its Corporation for American Banking), Clark Consulting has helped more than 2,100 banking organizations keep their best people.
http://www.clarkconsulting.com

Series Participants
Todd A. Leone, Managing Director

Day Pitney LLP is a firm of approximately 400 attorneys who are resident in nine offices located in New York, New Jersey, Connecticut, Boston, and Washington, D.C. A key practice of the firm is representing financial institutions in mergers and acquisitions. The firm represents bank holding companies, banks, and broker-dealers in mergers and acquisitions and has counseled acquirers in the purchase of investment advisers, broker-dealers, and insurance agencies. The firm serves as SEC and regulatory compliance counsel to both banks and broker-dealers. It also provides corporate governance advice on Sarbanes-Oxley and stock exchange rule compliance to both financial and non-financial companies. The firm has an extensive IP practice that processes patents and trademarks applications and defends financial institutions from infringement claims against holders of patents, trademarks and copyrights.
http://www.daypitney.com

Series Participants
Ron Janis, Partner

Serving more U.S. banks and savings institutions than any other software and services vendor, ITI offers several core solutions, including the service oriented architecture-based Premier® and PCS Vision™· suites, and a broad range of supporting products and services available on the nation's most popular IBM and Unisys hardware platforms for in-house and outsourced account processing. Founded in 1976, ITI works closely with some of the best-known technology companies in the world, and has grown to incorporate businesses and offices nationwide, including its Premier, Precision Computer Systems (PCS), Branch Automation, eSolutions, Digital Solutions, Decision Metrics and Professional Services operating units. A subsidiary of Fiserv Inc., ITI can be found on the Internet at www.itiwnet.com.
http://www.itiwnet.com

Series Participants
Jim Sizemore, Chief Information Officer

Nearly 2,000 financial institutions nationwide use RSM McGladrey's industry expertise to help them improve profitability and growth. The firm's specialists help identify the right issues, provide practical solutions, and keep clients focused on the right things. RSM McGladrey has more than 100 offices nationwide with teams of knowledgeable, experienced financial institution specialists including tax, accounting, human resources, operational, and strategy specialists.
http://www.rsmmcgladrey.com/

Series Participants
Tom Ziemba, Director of Strategy & Human Capital

Ryan Beck is a full-service firm with a 60-year history of serving the investment and capital needs of a diverse set of financial institution clients, including banks and thrifts, mortgage banks, REITs, and specialty firms. The firm's Capital Markets and Financial Institutions Investment Banking Groups work closely with financial institutions to design comprehensive debt and equity capital-raising and asset management solutions for our clients. Our capital-raising initiatives are further enhanced by an institutional and retail sales force comprised of over 450 employees in 43 locations nationwide, affording us greater adaptability in difficult markets.
http://www.ryanbeck.com

Series Participants
Ben Plotkin, Chairman and CEO