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: Banking Services

Baker Tilly Virchow Krause, LLP

http://www.bakertilly.com/

Primary Contact: Jason Coyle

Email: jason.coyle@bakertilly.com

Phone: 630/990-3131

Fax: 630/990-0039

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: bba@beckerburke.com

Phone: 312/782-5665

Fax: 312/782-6904

221 N. LaSalle St., Suite 1000, Chicago, IL 60601

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

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

Charter One Bank

http://www.charteronebank.com

Primary Contact: Todd Sholeen

Email: todd.c.sholeen@charteronebank.com

Phone: 312/777-3619

Fax: 312/777-3497

71 South Wacker Dr., Ste 2900, Chicago, IL 60606

Specialties Banking: Banking Services
Banking: Lockbox

Clifton Gunderson LLP

http://www.cliftoncpa.com/Industries/Governments/StateLocal

Primary Contact: Helen Barrick

Email: Helen.Barrick@cliftoncpa.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: 630/706-2071

Fax: 630/574-1608

One Mid America Plaza, Suite 700, Oak Brook Terrace, IL 60181

Specialties Accounting: Audit Services
Management: Management Consulting Services

Ehlers and Associates, Inc.

http://www.ehlers-inc.com

Primary Contact: Maureen Barry

Email: mbarry@ehlers-inc.com

Phone: 630-271-3341

Fax: 630-271-3369

550 Warrenville Road, 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

First Trust Portfolios, L.P.

http://www.ftportfolios.com/Retail/dp/home.aspx

Primary Contact: Wendy Flaherty

Email: WFlaherty@ftportfolios.com

Phone: 630-765-8618

120 E. Liberty Drive, Wheaton, IL 60187 Wheaton

Specialties Debt: Capital Financing
Debt: Financial Advisor
Debt: Underwriting Services

Gallagher Benefit Services, Inc.

http://www.gallagherbenefits.com/

Primary Contact: Dan Parker

Email: dan_parker@ajg.com

Phone: 630-285-4146

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

Illinois Metropolitan Investment Fund

http://www.investimet.com/

Primary Contact: Laura Allen

Email: lallen@investIMET.com

Phone: 630-571-0480 Ext. 229

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/

Primary Contact: Laura Mishlove

Email: laura.mishlove@chase.com

Phone: 312-732-6921

Fax: 312-732-7005

10 South Dearborn Street, Chicago, IL 60603 Chicago

Specialties Banking: Banking Services

Kane, McKenna Capital, Inc.

http://www.kanemckenna.com/

Primary Contact: Philip R. McKenna

Email: pmckenna@kanemckenna.com

Phone: 312/444-1702

Fax: 312/444-9052

150 N Wacker Dr, Ste #1600, Chicago, IL 60606

Specialties Debt: Capital Financing
Management: Economic Development Consulting

Lauterbach & Amen, LLP

http://www.lauterbachamen.com

Primary Contact: Ron Amen

Email: ramen@lauterbachamen.com

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

Miller, Cooper & Co., Ltd.

http://www.millercooper.com

Primary Contact: Irwin A. Lyons

Email: ilyons@millercooper.com

Phone: 847/205-5000 X2218

Fax: 847/205-1400

650 Dundee Road, Ste 250, Northbrook, IL 60062-2759

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

MuniVest

http://Www.MuniVest.com

Primary Contact: January Jarecki

Email: Jarecki@MuniVest.com

Phone: (313) 963-7700

4320 Winfield Rd #200, Warrenville, IL 60555

Specialties Cash: Cash Handling
Cash: Investment
Cash: Investment Advisor
Cash: Investment Consultant
Cash: Investment Manager
Cash: Investment Policies-Corp.
Cash: Investment Reports
Cash: Money Manager

MWM Consulting Group

http://www.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

Primary Contact: Courtney Rios

Email: crios@pmanetwork.com

Phone: 630/657-6421

Fax: 630/393-9595

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

Specialties Cash: Investment
Cash: Investment Advisor
Cash: Investment Consultant
Cash: Investment 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

Robert W. Baird & Co.

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: 630-566-8557

Fax: 630-566-7557

998 Corporate Blvd, Aurora, IL 60502

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: 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