Consulting - General - Other IBAT Member

Organizations That Offer This Product

J. Keith Hughey Company

Keith is a management consultant with over 40 years of consulting and managerial experience. His practice consists of assisting clients with their strategic planning as well as issues of corporate governance, succession planning, management and executive development, and organizational health and human systems. He also writes "Monday Morning Musings."

North Rim Marketing

Full-service marketing firm with 25+ years’ experience in banking industry. Recognized experts in strategy, planning, budgeting and execution, with award-winning design and customer service. We help banks fully engage online, with the latest in web and digital marketing as well as social media marketing and management.

Engineered Construction Specialists, Inc.

EC-Specialists, a full-service construction consulting firm, provides technical services to construction lenders. We review budgets and schedules, monitor pay progress and oversee loan proceeds disbursement. We consult on special assets. EC-Specialists reduces the risk of construction lending and enables lenders to concentrate on other parts of their business.


Capco provides financial institutions with solutions that include: compliance program governance, management & cost effectiveness; compliance audits, risk assessments & monitoring; compliance advice hotline; CRA & Fair Lending assessments; comprehensive BSA/AML/Financial Crime services; enterprise risk management solutions & software; internal audit; comprehensive cybersecurity services; mortgage quality control; classroom, web-based & customized training; and digital transformation & data solutions.

Reich & Tang

Reich & Tang, provider of Demand Deposit Marketplace (SM), is the market leader in expanded FDIC-insured and total balance sheet management sweep programs. Its solutions maximize profitability regardless of a bank's liquidity position, and offer unmatched automation and flexibility that enables community banks to better compete in a changing regulatory environment.

Profit Resources, Inc. (PRI)

Profit Resources Inc (PRI) is a consulting firm focused on improving the bottom line for community banks. PRI has been helping financial institutions with process improvement, system selection, and negotiations for more than 28 years. PRI's collaborative, hands-on approach results in real, quantifiable change.

L. Michael Wofford, Consultants & Advisors

L. Michael Wofford, Consultants & Advisors offers core selection, contract negotiations, debit and credit card evaluations and technology cost analytics to community banks. Experience with over 225 clients.

LiftFund. Inc.

LiftFund is a financial and business-support non-profit company that helps diverse and underserved entrepreneurs strengthen their businesses, increase their incomes and revitalize their communities. Since inception in 1994, LiftFund has made over 19,000 loans totaling more than $250M. LiftFund is a certified SBA 504 and 7a CA lender.

Construction Resource Management, LLC

Since 1986 we have been providing construction consulting services to lenders nationwide. This includes Property Condition Assessment, Initial Project Reviews, Draw Inspections, Funds Control, Enhanced Monitoring for Weak Contractors, Work Outs, Cost to Complete, and Recertification Inspections.

Cornerstone Advisors, Inc.

Cornerstone Advisors defines success by how well we improve the strategies, technologies, and operations of our clients—and how well this translates into improved financial performance. Cornerstone's industry knowledge is unmatched and our "no nonsense" approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market. From strategy to execution—Cornerstone Advisors.


Haberfeld helps community banks acquire more profitable customers and increase core deposits. Haberfeld helps banks more than double new customer acquisitions and increase profitability using a disciplined strategy that embraces technology-based, ROI-focused marketing. Haberfeld provides banks with extensive, on-site training, product/policy/procedure evaluations, and enhanced service through mystery shopping.

Ghiglieri & Company

Ghiglieri & Company is a full-service consulting firm based in Austin, Texas, founded by Catherine A. Ghiglieri, former Texas Banking Commissioner. Services include management studies, corporate governance studies, board member training, strategic planning, and enforcement actions compliance.

ProBank Austin

For nearly five decades, Professional Bank Services, Inc., d/b/a ProBank Austin has provided Investment Banking, Strategic Consulting, Financial Management, GRC Management, and Education Services to banks, credit unions, law firms, federal and state regulatory agencies, and others to ensure they remain compliant and operate efficiently. Our staff includes former bank compliance regulators, bankers, attorneys, and accountants committed to serving financial institutions with ?professional excellence, integrity, and confidentiality. Learn more at

Cerfis Group, Inc.

Cerfis Group, Inc. is a collection of talented, seasoned professionals who possess a rich depth of experience in all facets of financial institution management. Based in Dallas, Cerfis was founded with the goal of bringing knowledge, expertise and success to banking institutions and bankers.

Steven H. Shimotsu, CPA

Specializing in bank lending support services, including external loan portfolio reviews for quality and regulatory compliance assessment, and providing for appraisal reviews. Also, hands-on assistance in strengthening loan administration and credit departments, developing written loan policies and procedures, and providing formal credit and financial statement analysis training.