73
ASSOCIATIONS
NOW
3–4/2014
S P E C I A L A DV E R T I S I N G S E C T I O N
INSURANCE &
FINANCIAL
SERVICES
DIRECTORY
INSIDE
74 Company Services Matrix
75 Company Contacts and
Descriptions
DAVID MUIR/GETTY IMAGES
INSURANCE &
FINANCIAL
SERVICES
DIRECTORY
All listings in this
directory are paid
listings. Information
was provided by
each company.
C o m p a n y L i s t i n g s
Spec i a l a dv e r t isi n g sec t i o n
Financial Services Insurance Services
Accounting/Financial Services
Auditing
Credit-Card Affinity Programs
Credit-Card Merchant Services
Deferred Compensation Packages
Financial/Banking Services
Investment Planning
Mortgage & Real Estate Services
Payroll Services
Retirement Plans
Tax Planning & Preparation
Third-Party Administrator
Convention Cancellation Insurance
Disability Insurance
Endowments
Foundation & Insurance Trusts
Group & Optional Health Plans
Insurance Brokers
Insurance Underwriters
Life Insurance
Long-Term-Care Insurance
Professional Liability (E&O) &
Management Liability Insurance
Property Coverage & Casualty Insurance
Travel Insurance
Workers’ Compensation Insurance
1 AHP/ABP-Association Health
& Business Programs • • • • • • • • • • • • •
2 AHT Insurance • • • • • • •
3 Aon Affinity Insurance Services • • • • •
4 ASAE Insurance Company
5 AXA Association Retirement
Solutions • •
6 AXIS PRO • •
7 Calibre CPA Group, PLLC •
8 Capital One Bank • • • •
9 Chase Paymentech • •
10 CliftonLarsonAllen • • • •
11 Dembo, Jones, Healy,
Pennington & Marshall, PC • • • •
12 EagleBank • • • • • • • • • • • • •
13 GEICO •
14 Graystone Consulting • • • • •
15 The Haney Company • • • • • • • • • • • • • • • • • •
16 Hays Companies • • • • • • • • • •
17 Johnson Lambert, LLP • • •
18 Liberty Mutual Insurance • •
19 McGladrey, LLP • • •
20 Meadowbrook Insurance Group • • • • • • • • • • • •
21 Novick Group • • • • • • • •
22 Olcott Consulting Group • • • • • • • • •
23 ORION Investment Advisors • • • • • •
24 Principal Financial Group • •
25 RCM&D • • • • • • • • • •
26 Renner & Company CPA, PC • • •
27 Rogers & Company, PLLC • • •
28 Studley •
29 SunTrust • • • • • •
30 Tate & Tryon CPAs and
Consultants • • •
31 Wells Fargo Bank • • • • • • • • • • • • • • • • • • •
75
ASSOCIATIONS
NOW
3–4/2014
Spec i a l a dv e r t isi n g sec t i o n
1 AHP/ABP-Association Health
& Business Programs
12721 Metcalf, #100
Overland Park, KS 66213
Stuart Pase, President
888-450-3040 x226; Fax: 913-341-2803
stuart@associationpros.com
www.associationpros.com
• AHP provides associations with national
coverage for health insurance, life, longterm
care, disability, business owners policies,
professional liability, and more. For
25 years, we have built customer loyalty,
rate stability, membership, and nondues
revenues for our association partners.
Property casualty and all “A” rated carriers.
2 AHT Insurance
20 South King St.
Leesburg, VA 20176
Mel Whiteley, Vice President
703-777-2341; Fax: 703-669-4806
mwhiteley@ahtins.com
www.ahtins.com
• Specializing in risk management and
insurance solutions to the exposures faced
by nonprofit organizations. AH&T works
with organizations that operate both domestically
and internationally. Our clients
benefit from a highly knowledgable service
staff and exceptional insurance company
relationships.
3 Aon Affinity Insurance Services
1120 20th St., NW, 6th Floor
Washington, DC 20036
Amy L. Doherty, Senior Vice
President
202-429-8571
amy.doherty@aon.com
• For more than 20 years, Aon has been
endorsed by ASAE to provide competitive
and cutting-edge insurance products to
the association community. Through this
portfolio of products Aon currently provides
insurance protection to more than
5,000 associations nationwide and has
deep expertise in administering, marketing,
and underwriting association member
insurance programs.
4 ASAE Insurance Company
1575 I St., NW
Washington, DC 20005
Dixie Arthur, President, ASAE Business
Services, Inc.
202-626-2835; Fax: 202-220-6473
captiveinsurance@asaecenter.org
www.asaecenter.org/insuranceco
• ASAE Insurance Company (AIC) is
licensed and structured as a sponsored
association captive insurance company.
Domiciled in the District of Columbia,
AIC provides not only a captive insurance
facility for ASAE’s endorsed insurance
programs but also allows associations with
sponsored insurance programs to access
captive operations through a turnkey
facility.
See our ad on page 55.
5 AXA Association Retirement
Solutions
500 Plaza Dr.
Secaucus, NJ 07094
Tracey Gray-Walker, Managing Director,
Head of Association Business
201-583-2377; Fax: 201-583-2626
info.association.program@axa.us.com
www.axa.com/association-program/
• AXA is one of the oldest and largest
providers of retirement-planning solutions.
We have presented associations and their
members with innovative retirement strategies
for more than 45 years. Our retirement
product offerings include solutions
for business owners and individuals—ranging
from startups to medium-sized plans.
At AXA, our goal is to help deliver retirement
solutions defined by your needs.
See our ad on this page.
76
ASSOCIATIONS
NOW
3–4/2014
INSURANCE &
FINANCIAL
SERVICES
DIRECTORY
All listings in this
directory are paid
listings. Information
was provided by
each company.
C o m p a n y L i s t i n g s
Spec i a l a dv e r t isi n g sec t i o n
6 AXIS PRO
1201 Walnut, #1800
Kansas City, MO 64106
Rhonda Reeves, Assistant Vice President,
Underwriting
816-292-7219
rhonda.reeves@axiscapital.com
www.axisproinsurance.com
• AXIS PRO is the leading provider of
insurance solutions for websites and interactive
media, printed and published material,
consulting operation, specification,
accreditation and certification activities,
and more. Coverage is written by the AXIS
group of insurance companies, rated “A+”
(Strong) by Standard & Poor’s and “A+”
(Superior) XV by A.M. Best.
7 Calibre CPA Group, PLLC
7501 Wisconsin Ave., # 1200 West
Bethesda, MD 20814
Mark C. McClain, Marketing Director
202-331-9880; Fax: 202-331-9890
info@calibrecpa.com
www.calibrecpa.com
• Founded on a commitment “to provide
services of a superior calibre,” Calibre CPA
Group’s A-ONE (Associations and Other
Not-for-profit Enterprises) professionals
provide audit, tax, outsourced accounting,
and consulting services to more than 600
tax-exempt organizations throughout the
country. For more information, call toll-free
866-464-2839, visit www.calibrecpa.com,
or email info@calibrecpa.com.
See our ad on page 79.
8 Capital One Bank
600 14th St., NW, #750
Washington, DC 20005
Kathleen M. Malloy, Senior Vice
President/Manager
202-942-2916; Fax: 202-942-2998
kathleen.malloy@capitalone.com
www.capitalone.com
• Capital One Bank’s Not-For-Profit
Banking Group has an experienced team
of professionals with more than 75 years
of combined service in the sector. We
understand the unique needs of nonprofits,
and our full array of financing, treasury
management, and investment services
can be tailored to meet your organization’s
requirements.
9 Chase Paymentech
14221 Dallas Pkwy.
Dallas, TX 75254
Jim Irish Sr., Territory Sales Manager
214-849-3677
jim.irish@chasepaymentech.com
www.chasepaymentech.com
• Lower debit- and credit-card processing
costs and save on transaction fees by using
Chase Paymentech, an ASAE-Endorsed
Business Solution. Your package includes
low Visa, MasterCard, and Discover
discount rates; no monthly minimums or
enrollment fees; free online reporting; and
responsive customer service. Generate
nondues revenue for your association by
passing on the savings to your members.
See our ad on page 67.
10 CliftonLarsonAllen
4250 N. Fairfax Dr., #1020
Arlington, VA 22203
Nat Bartholomew, CPA, Principal
703-825-2168; Fax: 571-227-9552
nat.bartholomew@claconnect.com
www.claconnect.com
• CliftonLarsonAllen maintains the
largest concentration of nonprofit financial
expertise in the nation. Services include
audit, tax, outsourced accounting, and
77
ASSOCIATIONS
NOW
3–4/2014
Spec i a l a dv e r t isi n g sec t i o n
management consulting. Our 2,000-
plus association clients include the Air
Force Association, American Hotel and
Lodging Association, and American Nurses
Association. For CliftonLarsonAllen’s “no
surprises” timely delivery of expertise and
professionalism, contact Nat Bartholomew,
CPA, for assistance nationwide.
11 Dembo, Jones, Healy,
Pennington & Marshall, PC
6010 Executive Blvd., #900
Rockville, MD 20852
Donald K. Marshall, CPA, CGFM, CFE,
Director
301-770-5100; Fax: 301-770-5202
dmarshall@dembojones.com
www.dembojones.com
• Dembo, Jones, Healy, Pennington &
Marshall, PC, is a full-service CPA and
consulting firm. We are located in Rockville,
Maryland, and provide a wide range of services
including outsourced bookkeeping
and accounting services, audit, review and
compilation services, OMB Circular A-133
auditing, and diverse consulting services.
12 EagleBank
7830 Old Georgetown Rd.
Bethesda, MD 20814
Mary Anderson, VP, Business Banking
Specialist, Associations & Nonprofits
301-961-1181; Fax: 301-280-6810
manderson@eaglebankcorp.com
www.eaglebankcorp.com
• EagleBank is a local community business
bank (largest by deposits) with 18
offices in DC, Maryland, and Virginia.
Experienced financial specialists work
with associations/nonprofits, medical and
professional practices, commercial and
real estate clients, small-to-large business
owners, and other key segments of our
metro DC area economy. Backed by an
exceptional senior management team that
provides local decision making, quick response,
and custom solutions, EagleBank
is focused on building lasting customer
and community relationships, as well as
supporting local organizations’ efforts to
make our community a better place.
See our ad on page 79.
13 GEICO
5260 Western Ave., #4T
Chevy Chase, MD 20815
Deedre Daniel, Director
863-619-3875
ddaniel@geico.com
www.geico.com/about/sponsored
marketing
• GEICO, an ASAE Corporate Partner,
offers custom affinity partnerships that
benefit your association and its members.
Contact us for more details on how GEICO
can provide you with a hands-on affinity
program fitting your organizational needs,
not only by providing a source of nondues
revenue but also by offering discounts and
benefits to your members.
See our ad on this page.
14 Graystone Consulting
1850 K St., NW, #900
Washington, DC 20006
Michael Engel, Institutional Consulting
Director
202-861-5003; Fax: 202-857-5460
michael.l.engel@msgraystone.com
www.msgraystone.com/theeast
westgroup/
• Graystone Consulting, a business
of Morgan Stanley Smith Barney LLC,
78
ASSOCIATIONS
NOW
3–4/2014
INSURANCE &
FINANCIAL
SERVICES
DIRECTORY
All listings in this
directory are paid
listings. Information
was provided by
each company.
C o m p a n y L i s t i n g s
Spec i a l a dv e r t isi n g sec t i o n
provides a range of investment consulting
services to clients, including foundations
and endowments, retirement plans,
pension plans, and family wealth offices.
Investment strategies, including investment-
policy development, asset-allocation
recommendations, and investment portfolios,
are delivered by Graystone Consulting’s
Institutional Consulting Directors,
backed by the global resources of Morgan
Stanley Smith Barney LLC.
15 The Haney Company
308 Southwest Dr.
Silver Spring, MD 20901
P. Allen Haney, President
301-593-0600; Fax: 301-593-0800
ahaney@thehaneycompany.com
www.thehaneycompany.com
• The Haney Company provides insurance
and financial services for associations and
association executives, including deferred
compensation and affinity plans. We offer
the highest level of personal attention and
financial expertise. With decades of experience
and uncompromising dedication to
you, we provide innovative insurance and
financial solutions to meet your needs.
16 Hays Companies
1025 Thomas Jefferson St., NW
Washington, DC 20007
Barry Peters, President
202-263-4000; Fax: 202-263-40001
bpeters@hayscompanies.com
www.hayscompanies.com
• Hays Companies is one of the fastestgrowing
risk-management, insurance, and
employee-benefits advisors in the country.
Our team represents a dynamic, entrepreneurial
assembly of the best and brightest
in the industry.
See our ad on page 80.
17 Johnson Lambert, LLP
3110 Fairview Park Dr., #800
Falls Church, VA 22042
Audrey Newton, Partner
703-842-1116
anewton@johnsonlambert.com
www.johnsonlambert.com
• Johnson Lambert is a national CPA and
consulting firm dedicated to serving the
nonprofit community, including employee
benefit plans and captive insurance entities,
for more than 25 years. Our clients
value our high-quality service and technical
advice tailored to meet their specific
needs. Services include financial statement
audits, internal control reviews, tax
compliance, IT consulting, and business
advisory services.
18 Liberty Mutual Insurance
175 Berkeley St.
Boston, MA 02116
Sherri Lagana, CLU, ChFC, Director of
Association Partnership Marketing
857-224-2407; Fax: 857-224-8843
sherri.lagana@libertymutual.com
www.libertymutual.com
• Liberty Mutual is the industry leader in
auto and home member benefits. Available
in all 50 states, it adds member value while
enhancing nondues revenue. Members get
access to exclusive savings on personal
insurance plus loss-prevention tools and
information. The program is turnkey with
innovative communication tools to engage
your members.
19 McGladrey, LLP
9737 Washingtonian Blvd., #400
Gaithersburg, MD 20878
Bob Billig, National Nonprofit Practice
Leader
866-239-8790; Fax: 301-296-3601
nfp@mcgladrey.com
www.mcgladrey.com
• The nonprofit practice professionals
at McGladrey have extensive experience
serving the audit, tax, business consulting,
federal-award-compliance, international,
and technology needs of tax-exempt organizations.
We strive to maintain the latest
information available so your organization
can focus on achieving its mission.
20 Meadowbrook Insurance
Group
26255 American Dr.
Southfield, MI 48034
Phillip Gajewski, AVP, Business
Development
800-482-2726
pgajewski@meadowbrook.com
www.meadowbrook.com
• Since 1962, Meadowbrook (NYSE: MIG)
has specialized in placing and managing
property/casualty insurance programs for
associations. Ranked among the top-25
insurance brokers in the United States,
Meadowbrook also owns six domestic
insurance companies and is a leading
third-party administrator. Program options
include fully insured, self-funded groups,
safety-group/dividend plans, and captives.
21 Novick Group
One Church St., #400
Rockville, MD 20850
Lou Novick, President
301-795-6600; Fax: 301-795-6610
info@novickgroup.com
www.novickgroup.com
• Since 1987, we have specialized in providing
comprehensive insurance services
to the nonprofit and association communities.
From D&O liability and employee
dishonesty to workers’ compensation and
meeting cancellation, we understand the
unique insurance needs of nonprofit organizations.
Everywhere you go, everything
you do, we’ve got you covered!
See our ad on page 76.
22 Olcott Consulting Group
2010 Corporate Ridge, #560
McLean, VA 22102
Rob Olcott, CIMA, AIF, CAE, Managing
Director
703-720-5980
rolcott@wfafinet.com
www.olcottconsultinggroup.com
• The Olcott Consulting Group (OCG) is an
independent, employee-owned investment
consulting firm dedicated to helping nonprofit
organizations manage their reserve
funds, endowments, foundations, and
retirement plans. For more than 25 years
OCG has served the nonprofit community,
garnering national recognition by providing
objective, proactive advice and placing its
clients’ needs first.
23 ORION Investment Advisors
2010 Corporate Ridge, #560
McLean, VA 22102
Rob Olcott, CIMA, AIF, CAE, Managing
Director
703-720-5990
info@orionria.com
www.orionria.com
• ORION Investment Advisors, a wholly
owned subsidiary of the Olcott Consulting
Group, is an independent investment consulting
firm dedicated to helping nonprofit
organizations manage their reserve funds,
endowments, foundations, and retirement
plans. Orion serves as an SEC-Registered
Investment Advisor providing clients with
a wide range of investment and fee-based
advisory services.
24 Principal Financial Group
711 High St.
Des Moines, IA 50392
Kim McVicker, Senior
Relationship Manager
515-362-0342
mcvicker.kim@principal.com
www.principal.com/retirement/asae
• Partner with ASAE-Endorsed Principal
Financial Group to design a retirement program
that meets your association’s unique
needs and also the individual needs of your
employees. Offering numerous investment
options, educational resources, oneon-
one financial counseling, and offices
nationwide, Principal Financial will help
customize, implement, and manage a plan
that will attract and retain quality staff.
See our ad on page 69.
79
ASSOCIATIONS
NOW
3–4/2014
Spec i a l a dv e r t isi n g sec t i o n
25 RCM&D
7735 Old Georgetown Rd., #800
Bethesda, MD 20814
Cheryl Caulfield, IOM, CAE, Vice
President
240-482-1730
ccaulfield@rcmd.com
www.rcmd.com
• To describe our business is to describe
yours. Our success depends on excellent
outcomes for your organization. A trusted
leader in association and nonprofit insurance
for more than 50 years, RCM&D will
provide the expertise, dedication, and resources
to address your insurance, benefit,
and retirement issues. We look forward to
hearing from you.
26 Renner & Company CPA, PC
700 N. Fairfax St.
Alexandria, VA 22314
Michele Barron-Resto, Firm
Administrator
703-535-1200
mbarron-resto@rennercpa.com
www.rennercpa.com
• Renner and Company has been providing
audit and accounting services to nonprofits
for more than 20 years. We structure
each audit to keep you informed and
on schedule. Our audit services include
A-133 and 401(k) plans. We also offer auditprep
and accounting services, boosting
your accounting resources to meet today’s
reporting and disclosure needs.
27 Rogers & Company, PLLC
8300 Boone Blvd., #600
Vienna, VA 22182
Darrin Rogers, Managing Partner
703-893-0300; Fax: 703-893-4070
info@rogerspllc.com
www.rogerspllc.com
• Rogers & Company is a professional
services firm providing audits, tax compliance,
internal-control reviews, outsourcing,
and consulting services to associations,
foundations, and other nonprofits, particularly
those with national or international
operations. Our experienced professionals
offer technical expertise, responsiveness,
and a commitment to service excellence to
hundreds of exempt organizations.
See our ad on page 80.
28 Studley
555 13th St., NW, #420E
Washington, DC 20004
Thomas M. Fulcher, Jr., Executive Vice
President, Co-Regional Manager
202-624-8527
tfulcher@studley.com
www.studley.com
• For more than 50 years, Studley, an
ASAE-Endorsed Business Solutions partner,
has provided exceptional, conflict-free
real-estate advisory services as the leading
global firm that exclusively represents
office space users. From the complexities
of nonprofit financing to the challenges
of gaining board approval, Studley fully
understands the often complex needs of
our community.
See our ad on page 61.
29 SunTrust
1445 New York Ave., NW
Washington, DC 20005
Holly Shelton, SVP and Relationship
Manager
202-879-6035; Fax: 202-879-6427
holly.shelton@suntrust.com
www.suntrust.com
• SunTrust is an industry leader whose
team of specialists have been providing
80
ASSOCIATIONS
NOW
3–4/2014
Spec i a l a dv e r t isi n g sec t i o n
effective solutions and best practices to
tax-exempt organizations for more than 30
years. Engage SunTrust and we will deliver
expertise in the areas of treasury management,
credit, investment management,
employee benefits, and more. How can we
help you shine today?
30 Tate & Tryon CPAs and
Consultants
2021 L St., NW, #400
Washington, DC 20015
Charles Tate, CPA, Managing Partner
202-293-2200; Fax: 202-293-2208
www.tatetryon.com
• Tate & Tryon specializes exclusively in
serving trade associations, professional
societies, and philanthropic organizations.
Our services include audit, tax, fraud,
internal audit, outsourcing, virtual CFO
services, technology, business process
reviews, and advisory services. We also
offer a number of strategic research services,
including benchmarking studies and
customized surveys.
31 Wells Fargo Bank
1753 Pinnacle Dr.
McLean, VA 22102
Michele Ross, Senior Vice President &
Regional Manager
703-760-6225; Fax: 703-760-6189
michele.ross@wellsfargo.com
www.wellsfargo.com
• From accessing capital markets to
streamlining financial operations, we offer
solutions tailored to tax-exempt organizations.
Our specialized bankers have the industry
experience and knowledge needed
to help you make the right decisions for
the future. To discuss your specific needs
and leverage our strength, stability, and
experience, contact us today.
All listings in this directory are paid listings.
Information was provided by each company.
INSURANCE & FINANCIAL
SERVICES DIRECTORY
 davido.extraxim@gmail.com