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 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

Becker, Burke Associates

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

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

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

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

Crowe Chizek and Company LLC

www.crowechizek.com

Primary Contact:   Bert Nuehring

Email: Bnuehring@crowechizek.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.

www.ehlers-inc.com

Primary Contact:   Beth Ruyle

Email: bruyle@ehlers-inc.com

Phone:   630-271-3330

Fax:   630-271-3369

550 Warrenville Road, Ste 220, Lisle, IL 60532

Specialties Debt: Financial Advisor

Fifth Third Bank

http://Http://www.53.com

Primary Contact:   Robert Mathson

Email: robert.mathson@53.com

Phone:   312-7044029

Fax:   312-704-4378

222 South Riverside Plaza 33rd Floor, Chicago, IL 60606

Specialties Banking: Banking Services
Banking: Lockbox
Banking: Safekeeping
Banking: Trust Services
Cash: Cash Handling
Cash: Investment Advisor
Cash: Investment Consultant
Cash: Investment Manager
Cash: Investment Reports
Cash: Money Manager
Debt: Bond Trustee,Registrar, and Paying Agent
Debt: Capital Financing
Debt: Financial Advisor
Debt: Underwriting Services
Pension: Investment Advisor
Pension: Investment Manager
Pension: Money Manager
Pension: Pension Investment Consulting
Pension: Pension Portfolio Management

Gallagher Benefit Services, Inc.

Primary Contact:   Marty Lyons

Email: marty_lyons@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

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

www.investimet.com/

Primary Contact:   Laura Allen

Email: IMETallen@iols.net

Phone:   815-735-3534

Fax:   847/296-9207

1616 E. Golf Road, Des Plaines, IL 60016

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

Information Development Consultants, Inc.

Primary Contact:   Daryl E. McPherson

Email: dem@4idc.com

Phone:   312/924-3773

Fax:   312/464-1104

6 W. Hubbard, Ste 700, Chicago, IL 60610

Specialties Technology: Financial System Software

Kane, McKenna Capital, Inc.

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

Knutte & Associates, P.C.

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

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

Miller, Cooper & Co., Ltd.

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

Morgan Stanley

www.morganstanley.com

Primary Contact:   Kenneth R. McConnaughay

Email: kenneth.mcconnaughay@morganstanley.com

Phone:   630/245-6088

Fax:   630/505-0608

4225 Naperville Rd., Lisle, IL 60532

Specialties Pension: Pension Investment Consulting

MWM Consulting Group

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

Oppenheimer & Co. Inc.

Primary Contact:   Kathleen A. Thomas

Email: kathy.thomas@opco.com

Phone:   312/360-5954

Fax:   312/360-7115

500 W. Madison, Suite 4000, Chicago, IL 60661

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

PFM Asset Management LLC

Primary Contact:   Robert Leli

Email: lelir@pfm.com

Phone:   312-977-1570 Ext223

222 North LaSalle Suite 910, Chicago, Il 60601

Specialties Banking: Banking Services
Cash: Investment
Cash: Investment Advisor
Cash: Investment Consultant
Cash: Investment Manager
Cash: Investment Policies-Corp.
Cash: Investment Reports
Cash: Money Manager
Debt: Financial Advisor
Debt: Policies
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

PMA Financial Network, Inc.

www.pmanetwork.com

Primary Contact:   Doreen A. Linderman

Email: dlinderman@pmanetwork.com

Phone:   630/393-9494

Fax:   630/393-9595

27545 Diehl Road, Ste 100, Warrenville, IL. 60555

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

RBC Capital Markets

Primary Contact:   Joanne Malinowski

Email: joanne.malinowski@rbccm.com

Phone:   312-559-3878

500 W. Madison St. 25th floor, Chicago, IL 60601

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

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

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

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

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

Speer Financial, Inc.

www.speerfinancial.com

Primary Contact:   Kevin W. McCanna

Email: kmccanna@speerfinancial.com

Phone:   312/346-3700

Fax:   312/346-8833

One North LaSalle, Ste 4100, Chicago, IL 60602

Specialties Debt: Financial Advisor

Standard & Poor's Ratings Group

www.standardpoor.com

Primary Contact:   Spiro C. Hountalas

Email: spiro_hountalas@sandp.com

Phone:   312/233-7018

Fax:   312/233-7025

130 E Randolph, Ste 2900, Chicago, Il. 60601

Specialties Debt: Rating Agency

The Northern Trust Company

Primary Contact:   Allan R. Ambrose

Email: ara1@ntrs.com

Phone:   312/557-0945

Fax:   312-557-8642

50 S. LaSalle, Chicago, IL 60603

Specialties Debt: Financial Advisor
Debt: Underwriting Services

Virchow Krause & Company LLP

www.virchowkrause.com

Primary Contact:   Robert E. Horstman

Email: rhorstman@virchowkrause.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

Washington Mutual

Primary Contact:   Brian Dodge

Email: brian.dodge@wamu.net

Phone:   800-822-7351

Fax:   206-490-2488

1301 Second Ave, WMC1410, Seattle, WA 98101

Specialties Banking: Banking Services
Cash: Investment
Pension: Deferred Compensation plans

Wayne Hummer Asset Management Company

www.whummer.com

Primary Contact:   Larry Doody

Email: ldoody@whummer.com

Phone:   312-431-6584

222 S. Riverside Plaza, 28th Floor, Chicago, IL 60606

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

Wintrust Financial

Primary Contact:   Aimee Briles

Email: abriles@wintrust.com

Phone:   630-516-4865

500 Roosevelt Rd., Glen Ellyn, IL 60137

Specialties Banking: Banking Services
Banking: Lockbox

Wolf & Company LLP

wolfcpa.com

Primary Contact:   John DeLand

Email: john.deland@wolfco-fs.com

Phone:   630/545-4504

Fax:   630/545-4604

2100 Clearwater Drive, Oak Brook, IL 60523-1927

Specialties Accounting: Audit Services