To learn more about who is hosting booths at Business Focus 2008, click on the links below:

BOSC, Inc. Cavanal Hill Investment Management Consumer Banking & BOk Mortgage
Élan Financial Services International Banking Center Retirement & Institutional Trust Services
Transfund Merchant Services Treasury Services  


BOSC, INC.

BOSC, Inc. is the broker dealer subsidiary of BOK Financial Corporation. The Institutional Investment Officers provide you with an accurate assessment of investment risk and return to implement an investment strategy customized to your company's unique cash flow and return requirements.

  • Experienced Investment Professionals
  • Institutional Market Access
  • Sophisticated Liquidity Management Techniques
  • Customized Portfolio Strategies
  • Detailed Management Reporting

Don't be a passive cash manager! Let us help you increase your returns today!

BOSC, Inc. offers a full range of taxable and tax-free investments including: Institutional money market funds, commercial paper, banker's acceptances, U.S. Treasury and Federal Agency securities, corporate notes and bonds, and tax-exempt municipal bonds.

The investment banking division of BOSC, Inc assists state and local governments, colleges and universities, hospitals, schools and public trusts in developing effective funding alternatives for their capital improvement needs. With more than 80 years of experience and expertise in public finance, Oppenheim has established a solid reputation and is acknowledged as a leader in financing tax-exempt municipal securities. With the best public finance staff of any firm in Oklahoma, we offer proven skills and capabilities in structuring a variety of financing plans. We set the pace for municipal finance in Oklahoma, not only using traditional modes of financing by evaluating innovative methods as well.

Work with seasoned investment professionals who are recognized in the industry for their expertise, integrity and service. BOSC, Inc. professionals have over 175 years of collective experience in providing both institutional and individual customers with investment advice, portfolio strategies, and effective trade execution.

Securities offered by BOSC, Inc., a Registered Investment Advisor, a registered Broker/Dealer, member FINRA/SIPC. Insurance offered by BOSC Agency, Inc., an affiliated agency. Investments and insurance are not insured by the FDIC, are not deposits or other obligations of, and are not guaranteed by any bank or any bank affiliate. Investments are subject to risks, including possible loss of principal amount invested.


CAVANAL HILL INVESTMENT MANAGEMENT

Cavanal Hill Investment Management offers unique equity, fixed-income, and cash management strategies that are customized to the needs of both taxable and tax-exempt investors. We deliver world-class results through the unsurpassed focus and dedication of our investment team.

Cavanal Hill has a strong history of generating value-added performance over full market cycles. We use disciplined investment processes that take advantage of short term value opportunities.

For more complete information about Cavanal Hill Investment Management, Inc., please visit www.cavanalhill.com.

Cavanal Hill Investment Management, Inc. is a registered investment adviser with the United States Securities and Exchange Commission. Investments are subject to risks and include the possible loss of the principal amount invested. Cavanal Hill's investment management services may only be offered by Cavanal Hill representatives in states where registered or exempt from registration and are not offered or provided through this website.


CONSUMER BANKING AND BOK MORTGAGE

Bank of Oklahoma is the most convenient bank and Mortgage Lender. With hundreds of free ATMs and branches all over town, including supermarket branches open 7 days a week, BOk lets your employees bank where they live, work and shop.

Group Banking, Mortgage Affinity Program and Bank at Work are ways BOk makes banking and mortgage lending incredibly convenient for you and your employees.

Bank at Work is a unique event where BOk brings our staff onsite to educate your employees about our products, services and mortgage loans, establish direct deposit and open new accounts. To accommodate your business, we have dedicated staff who will schedule Bank at Work events for your employees semi-annually, quarterly or more frequently depending on your needs.

Group Banking and Mortgage Affinity provides, at no cost to you, substantial employee benefits package of free and discounted products, services and fees for mortgage loans.

Please come to our presentation and stop by our booth to speak with a Consumer Banker or Mortgage Banker to learn more about Group Banking and Mortgage Affinity!


ÉLAN FINANCIAL SERVICES

Bank of Oklahoma partners with Élan Financial Services to issue business credit, corporate & purchasing card products. Élan has been in business since 1963 and was the first to issue a card with our name and logo. Our credit card program continually grows offering the most competitive rates and products.

Learn more about Bank of Oklahoma's commercial and business cards when you stop by our booth.


INTERNATIONAL BANKING CENTER

As your business needs evolve and expand globally, the Bank of Oklahoma grows with you. Execute your company's international treasury, foreign exchange and trade transactions confidently with Bank of Oklahoma's International Banking Services. We provide full service international operations using highly automated systems and a solid network of foreign correspondent banks. Our services include:

  • Competitive foreign exchange services in over 100 currencies, as well as hedging tactics such as forward contracts and options, as well as currency risk analysis.
  • Export financing programs from U.S. Government programs that will Increase your business's borrowing capacity and liquidity.
  • International payments and collections, import and export letters of credit and standby letters of credit that are fundamental for doing business internationally.
  • Highly-trained international specialists who will support you with exceptional customer service and technical analysis.

Exceptional customer service by highly-trained specialists takes out the complexities of International business. You can depend on Bank of Oklahoma for fast, reliable service when and where you need it.


RETIREMENT & INSTITUTIONAL TRUST SERVICES

We specialize in providing retirement plan solutions for employers of all sizes. As a full-service provider, we offer trustee, recordkeeping, plan administration and investment services as well as comprehensive employee education programs designed to encourage retirement planning and savings.

  • For more than 50 years, we have helped businesses, institutions and individuals meet their financial goals
  • We are one of the largest providers of retirement plan services in the nation
  • We provide services to over 400 retirement plans with over $5 billion in plan assets
  • We serve over 190,000 retirement plan participants
  • Our Trust Division provides fiduciary and investment services to clients whose trust accounts total over $34 billion in assets

We invite you to stop by our booth to learn how we can improve your retirement program with our unique mix of retirement plan services.


TRANSFUND MERCHANT SERVICES

  • Serving 8000+ merchant locations throughout the United States
  • Partnering with 200 financial institutions throughout the region
  • Business consulting through our tenured employees with in-depth industry knowledge
  • Customizing solutions via three front-end interfaces

No matter what level of card processing questions you have, TransFund has answers to fit. Based on 30 years of experience, Merchant Services offers solutions from retail to the Internet and from simple to the complex.

Come by our booth and find out how we can apply our extensive experience to your card processing needs!


TREASURY SERVICES

  • Add to your bottom line through easier management of your cash position
  • Design a cash management program to meet the needs of your company
  • Get the strength of a national bank with the attention of a local one

Treasury Services' Cash Management products are designed to facilitate effective cash management for businesses of all sizes. As your business grows in size and technical sophistication, your cash management needs also change.

We offer products at all levels of sophistication, from basic depository services and our NetConnect Business Edition product for smaller companies, to Positive Pay, Positive Payee Verification, Image Wholesale Lockbox, Remote Corporate Capture, Virtual Vault and NetConnect for midsize companies, and Financial EDI capabilities for large companies.

No matter what size your company, you can tailor your cash management system to your own needs with any and all of BOk's cash management products. Whether you have a full or part time cash manager, you can utilize BOk's products to effectively manage your company's cash position.

Learn more about each of our cash management solutions when you stop by our booth!


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