IGFOA | Financial Services Guide

IGFOA GUIDE TO FINANCIAL SERVICES FOR GOVERNMENT

IGFOA is pleased to introduce the IGFOA Guide to Financial Services for Government. The Guide provides an on-line listing and links to firms providing services to IGFOA members. Here you can find contact names and information for soliciting proposals or links to firms’ web sites for more information about services offered. IGFOA members can also use the MEMBERS LOGIN to access the on-line directory and find additional firms by searching the Vendor Service Categories. IGFOA Sponsoring Associate firms are included in the Guide. For more information about IGFOA Associate membership, click here for the Associate Brochure and Application form.

Your help in making this Guide to Financial Services useful is appreciated. Please email your suggestions and comments to IGFOA Executive Director Marianne Shank at mshank@igfoa.org

Find sample RFPs and more at the IGFOA Resource Center

Amalgamated Bank of Chicago

http://www.aboc.com/page.cfm?id=3333

Primary Contact: Christine Linde

Email: clinde@aboc.com

Phone: 312-822-3289

One West Monroe 3rd Floor, Chicago, IL 60603

Specialties Banking: Trust Services

Azavar Audit Solutions, Inc.

http://www.azavaraudit.com

Primary Contact: Jason Perry

Email: jperry@azavar.com

Phone: 312-583-0100

234 South Wabash Avenue, Sixth Floor, Chicago, Illinois 60604

Specialties Accounting: Audit Services
Management: Electricity Deregulation
Management: Management Consulting Services
Management: Telecommunication
Management: Utilities
Revenue: Billing or Collection Services
Revenue: Sales Tax
Technology: DP Audit Services

Baker Tilly Virchow Krause, LLP

http://www.bakertilly.com

Primary Contact: Jason Coyle

Email: jason.coyle@bakertilly.com

Phone: 630-645-6205

1301 West 22nd Street, Suite 400, Oak Brook, IL 60523

Specialties Accounting: Audit Services
Accounting: DP Audit Services
Accounting: Financial Reporting
Accounting: Fixed Assets
Budget: Capital Budgeting and Planning
Budget: Development
Budget: Manuals
Budget: Operating Budgets
Budget: Performance Measures
Budget: Policies
Cash: Investment Policies-Corp.
Debt: Policies
Management: Ethics
Management: Finance Law
Management: Home Rule
Management: Management Consulting Services
Management: Payroll
Management: Performance Measures
Management: Personnel and Human Resources
Management: Telecommunication
Management: Travel and Reimbursement Policies
Management: Utilities
Management: Water Bills and Vehicle Sticker Application Production Services
Management: Water Meter Systems
Pension: Investment Policies-Pensions
Pension: Pension Investment Consulting
Revenue: Collection Services
Revenue: Property Tax
Revenue: Sales Tax
Technology: DP Audit Services
Technology: Financial System Software
Technology: Management
Technology: Selection
Technology: Software-other

Becker, Burke Associates

http://www.beckerburke.com/

Primary Contact: Richard L. Potter

Email: rpotter@beckerburke.com

Phone: 312/782-5665

225 West Wacker Drive, Ste 400, Chicago, IL 60606

Specialties Pension: Pension Investment Consulting

Capital Gains Incorporated

http://www.capitalgainsinc.com

Primary Contact: Gary Karshna

Email: GKarshna@CapitalGainsInc.com

Phone: 847-318-9975

Fax: 847-318-9958

8060 W. Oakton Street, Suite 102, Niles, IL 60714

Specialties Cash: Investment
Cash: Investment Advisor
Cash: Investment Consultant
Cash: Investment Manager
Cash: Investment Reports
Cash: Money Manager
Pension: Deferred Compensation plans
Pension: Investment Advisor
Pension: Investment Manager
Pension: Investment Policies-Pensions
Pension: Money Manager
Pension: Pension Investment Consulting
Pension: Pension Portfolio Management

CDC Software

http://www.cdcsoftware.com

Primary Contact: Anna Wegener

Email: awegener@CDCSoftware.com

Phone: 571-262-5171 X1112

1 E. Wacker Drive, Suite 3550, Chicago, IL 60601

Specialties Technology: Financial System Software

Chapman and Cutler

http://www.chapman.com/offices.php

Primary Contact: Kelly Kost

Email: kost@chapman.com

Phone: 312/845-3812

Fax: 312/516-1875

111 West Monroe St., Chicago, IL 60603

Specialties Debt: Bond Counsel

CliftonLarsonAllen LLP

http://www.cliftonlarsonallen.com

Primary Contact: Helen Barrick

Email: Helen.Barrick@cliftonlarsonallen.com

Phone: 309-671-4500

301 SW Adams, Ste 900, Peoria, IL 61602

Specialties Accounting: Audit Services
Accounting: DP Audit Services
Accounting: Financial Reporting
Accounting: Fixed Assets

Crowe Horwath LLP

http://www.crowehorwath.com/Crowe/IndustryLeadership/StateandLocalGovernment/

Primary Contact: John Weber

Email: john.weber@crowehorwath.com

Phone: 630/706-2099

Fax: 630/574-1608

One Mid America Plaza, PO Box 3697, Oak Brook, IL 60522-3697

Specialties Accounting: Audit Services
Management: Management Consulting Services

Ehlers & Associates, Inc.

http://www.ehlers-inc.com

Primary Contact: Maureen Barry

Email: mbarry@ehlers-inc.com

Phone: 630.271.3341

550 Warrenville Rd., Ste. 220, Lisle, IL 60532

Specialties Budget: Capital Budgeting and Planning
Budget: Operating Budgets
Debt: Bond Trustee,Registrar, and Paying Agent
Debt: Capital Financing
Debt: Financial Advisor
Management: Economic Development Consulting
Management: Management Consulting Services
Management: Utilities

Gallagher Benefit Services, Inc.

http://www.gallagherbenefits.com/

Primary Contact: Greg Aleman

Email: gregg_aleman@ajg.com

Phone: 630/285-3637

Fax: 630/285-3685

Two Pierce Place, Itasca, IL 60143

Specialties Management: Employee Compensation and Benefits
Management: Insurance Services

Goldstein and Associates

http://www.goldsteinactuaries.com

Primary Contact: Sandor Goldstein

Email: sandorgoldstein@cs.com

Phone: 312/726-5877

Fax: 312/726-4323

29 South LaSalle St, Ste 735, Chicago, IL 60603

Specialties Management: Actuarial

Grant Capital Management

http://www.grantcapitalmgmt.com

Primary Contact: Scott Pinckard

Email: spinckard@grantcapitalmgmt.com

Phone: 630-836-8740

4320 Winfield Road, Suite 200, Warrenville, IL 60555

Specialties Debt: Capital Financing

Illinois Metropolitan Investment Fund

Http://www.investimet.com

Primary Contact: Laura Allen

Email: lallen@investIMET.com

Phone: 630-571-0480

Fax: 630-571-0484

1220 Oak Brook Road, Oak Brook, IL 60523

Specialties Cash: Investment
Cash: Investment Manager
Cash: Money Manager
Pension: Money Manager

JPMorgan Chase

http://www.jpmorgan.com/pages/jpmorgan/home/publicsector

Primary Contact: Laura Mishlove

Email: laura.mishlove@chase.com

Phone: 312-732-6921

Fax: 312-732-7005

10 South Dearborn Street, Chicago, IL 60603

Specialties Banking: Banking Services

Knutte & Associates, P.C.

http://www.knutte.com

Primary Contact: Dave Knutte, CPA

Email: davek@knutte.com

Phone: 630/960-3317

Fax: 630/960-9960

7900 South Cass Avenue, Darien, IL 60561

Specialties Accounting: Audit Services
Accounting: DP Audit Services
Accounting: Financial Reporting

Lauterbach & Amen, LLP

http://www.lauterbachamen.com

Primary Contact: Ron Amen

Email: ronaldamen@sbcglobal.net

Phone: 847/562-9252

Fax: 630/393-2516

27W457 Warrenville Road, Warrenville, IL 60555

Specialties Accounting: Audit Services

Letke & Associates, Inc.

http://letkeassociates.com/Municipalities.html

Primary Contact: Joseph T. Letke, CPA

Email: jletke@letkeassoc.com

Phone: 708-753-1900

Fax: 708-753-1905

50 Nugent Street, Glenwood, IL 60425

Specialties Accounting: Audit Services
Accounting: Financial Reporting
Budget: Capital Budgeting and Planning
Management: Management Consulting Services
Management: Performance Measures

MB Financial Bank

http://www.mbfinancial.com

Primary Contact: Terese Krafcheck

Email: tkrafcheck@mbfinancial.com

Phone: 847.653.2380

Fax: 847.653.0423

6111 North River Road, Rosemont, IL 60018

Specialties Pension: Investment Manager

Miller, Cooper & Co., Ltd.

http://www.millercooper.com

Primary Contact: Irwin A. Lyons

Email: ilyons@millercooper.com

Phone: 847/205-5000 X2111

Fax: 847/205-1400

1751 Lake Cook Rd, Deerfield, IL 60015

Specialties Accounting: Audit Services
Accounting: Financial Reporting
Accounting: Fixed Assets
Management: Management Consulting Services
Management: Utilities

Moody's Investors Service

http://www.moodys.com/

Primary Contact: Edward Damutz

Email: edward.damutz@moodys.com

Phone: 312-706-9953

100 N. Riverside Plaza, Suite 2220, Chicago, IL 60606

Specialties Debt: Rating Agency

MWM Consulting Group

http://mwmcg.com/

Primary Contact: Kathleen Manning

Email: kmanning@mwmcg.com

Phone: 312-987-9097

Fax: 312-987-9217

55 E. Jackson Blvd., Chicago, IL 60604

Specialties Accounting: Financial Reporting
Management: Actuarial
Pension: Deferred Compensation plans

PMA Financial Network, Inc.

http://www.pmanetwork.com/splash.aspx

Primary Contact: Courtney Rios

Email: crios@pmanetwork.com

Phone: 630/657-6421

Fax: 630/718-8701

2135 CityGate Lane, 7th Floor, Naperville, IL 60563

Specialties Cash: Investment
Cash: Investment Advisor
Cash: Investment Manager
Cash: Money Manager
Debt: Capital Financing
Debt: Financial Advisor
Debt: Underwriting Services

PNC Bank

http://www.pnc.com

Primary Contact: Barbara Fahnstrom

Email: barbara.fahnstrom@pnc.com

Phone: 630-928-1951

2021 Spring Rd Ste 400, Oak Brook, IL 60523

Specialties Banking: Banking Services
Banking: Lockbox
Cash: Investment
Cash: Investment Manager
Debt: Capital Financing
Debt: Underwriting Services
Pension: Investment Advisor
Pension: Investment Manager

Pugh, Jones & Johnson, P.C.

http://www.pjjlaw.com

Primary Contact: Lorraine Tyson

Email: Ltyson@pjjlaw.com

Phone: 312-768-7820

180 North LaSalle Street, Suite 3400, Chicago, IL 60601

Specialties Debt: Bond Counsel

Robert W. Baird & Co., Inc.

http://www.rwbaird.com

Primary Contact: Thomas J. Gavin

Email: tgavin@rwbaird.com

Phone: 630/778-9178

Fax: 630/778-9179

300 East Fifth Ave., Suite 200, Naperville, IL 60563-3181

Specialties Debt: Financial Advisor
Debt: Underwriting Services

S.B. Friedman & Company

http://www.friedmanco.com/

Primary Contact: Stephen B. Friedman

Email: sbf@friedmanco.com

Phone: 312/424-4250

Fax: 312/424-4262

221 N. LaSalle St., Ste 820, Chicago, IL 60601

Specialties Budget: Capital Budgeting and Planning
Debt: Financial Advisor
Management: Economic Development Consulting

Sawyer Falduto Asset Management, LLC

http://www.sawyerfalduto.com

Primary Contact: John Falduto

Email: jfalduto@sawyerfalduto.com

Phone: 630-941-8560

Fax: 630-941-8558

340 W. Butterfield Road, Suite 400, Elmhurst, IL 60126

Specialties Cash: Investment
Cash: Investment Advisor
Cash: Investment Consultant
Cash: Investment Manager
Cash: Investment Policies-Corp.
Cash: Investment Reports
Cash: Money Manager
Pension: Deferred Compensation plans
Pension: Investment Advisor
Pension: Investment Manager
Pension: Investment Policies-Pensions
Pension: Money Manager
Pension: Pension Investment Consulting
Pension: Pension Portfolio Management

Sikich LLP

http://www.sikich.com

Primary Contact: Fred Lantz

Email: flantz@sikich.com

Phone: 630-566-8400

Fax: 630-566-8401

1415 W. Diehl Road, Suite 400, Naperville, IL 60563

Specialties Accounting: Audit Services
Accounting: DP Audit Services
Accounting: Financial Reporting
Accounting: Fixed Assets
Budget: Capital Budgeting and Planning
Budget: Manuals
Budget: Operating Budgets
Budget: Performance Measures
Budget: Policies
Debt: Policies
Management: Ethics
Management: Finance Law
Management: Home Rule
Management: Management Consulting Services
Management: Payroll
Management: Performance Measures
Management: Personnel and Human Resources
Management: Purchasing
Management: Telecommunication
Management: Travel and Reimbursement Policies
Management: Utilities
Pension: Investment Policies-Pensions
Pension: Pension Investment Consulting
Revenue: Billing or Collection Services
Revenue: Property Tax
Revenue: Sales Tax
Technology: DP Audit Services
Technology: Financial System Software
Technology: Hardware
Technology: Internet applications
Technology: Management
Technology: Selection
Technology: Software-other