Strategic Assessment

BancPlan provides community banks an in-depth strategic assessment tool and consultation essential to a results-driven strategic plan. Efficient and cost effective, the on-line strategic assessment tool delivers core issues and recommended priorities for enhanced bottom line results by analyzing the input of outside directors, management and staff. Customized peer group comparisons accompany assessment. Our consulting partners have assisted over 250 community bank planning sessions.

Contact
Marilee Davis, Members Services Coordinator (515)286-4225

Sweep Account Management

Bank Sweep Manager is the only turn-key sweep account solution. Their On-Balance sheet sweep account program gives you 100% control and meets all regulatory requirements. With Bank Sweep Manager, you keep your deposits on your balance sheet, right where they belong! For more information, call Mark Daubert at 563-388-2665 or visit www.banksweepmanager.com.

Contact: Marilee Davis, Members Services Coordinator - (515)286-4225

IRA & Retirement Services

For over two decades, BISYS has been providing financial organizations with the consulting expertise, products and services necessary to achieve and maintain compliance while building market share in the explosive IRA and retirement plans market.

Over 9,800 financial organizations throughout 50 states depend on BISYS for IRA and qualified plan products and services. BISYS’ services include: 1-800 Retirement Plan consulting, electronic and preprinted IRA Documents, qualified plan and 401(k) documents, qualified plan and 401(k) administration, compliance audits, retirement plan software, IRA processing, internet solutions through BISYS’ IRA Service Center, as well as education and training programs which include a national tour, computer-based training and on-site training.

Contact
Michelle Owens, Director, Strategic Relationships
1-800-346-3860 ext. 9-5374

Overdraft Privilege

In business since 1976, Strunk & Associates, LP is a financial advisory service recognized nationally for its innovative design, development, and implementation of the original "Overdraft Privilege" Program. Strunk & Associates, LP currently has over 900 verifiable Overdraft Privilege clients in 44 states and the Caribbean. Please call Ken Johnson at (512) 291-5120 or visit their website at www.strunklp.com

Contact
Marilee Davis, Member Services Coordinator - (515)286-4225