UFS (now Navanta), a trusted technology provider for community bankers since 1991, is thrilled to welcome Bill Lehner, owner of CIO365 to UFS. Bill’s deep experience and expertise will be critical to expanding the scope of services to support the CIO, CISO, and technology strategic planning requirements banks often can’t source internally. These services will further expand the broad range of purpose‐built products and services offered that empower bankers to thrive in a dynamic environment.

Strengthening Our Commitment to Community Banks

At UFS, we understand the landscape of community banking and the need for innovative, purpose‐built technology solutions backed by best‐in‐class customer support. With Bill joining the team, we are further solidifying our dedication to empowering community bankers by providing guidance and advice to enable them to make sense out of a complex technology landscape.

This integration brings immediate benefits to CIO365’s community banking customers, including continuity of services for many years to come and access to a comprehensive suite of products and services which include cybersecurity, core banking, private cloud, managed IT, all wrapped in regulatory compliance.

Joining a Thriving Community

Bill Lehner, founder of CIO365, will spearhead UFS’s CIO services. Bill brings a wealth of knowledge in banking technology and will enhance UFS’s capabilities and ensure the sustainability of services provided.

The CIO365 customers are welcomed to the UFS Community, which is quickly growing and currently serves a diverse range of banks across 12 states. This union will foster a dynamic exchange of insights, strengthening our collective expertise in guiding and advising community banks on their technology strategy, a domain in which the CIO365 team has excelled for years. According to Mike Venaccio, VP of UFS, “Bill is a perfect fit for UFS and our customers. We are excited to welcome Bill to the team and bring purpose‐built CIO services for community banks to our customers.” Bill expressed his enthusiasm for this strategic move, stating, “I am excited about the opportunity to join such a high‐quality and reputable organization. We are convinced that this move will bring significant value to our loyal clients.”

Mike Tenpas, CEO of UFS, emphasized the importance of people in the world of technology. “With Bill, founder of CIO365, joining our team, we are delighted to welcome an exceptional leader with a significant experience in bank technology and technology compliance. It was obvious from my first meeting with Bill that he was the right person, with the right heart and experience to lead our launch of UFS Advisory Services and our vCIO practice. I’m excited that we were able to bring this together quickly.”

About UFS

UFS is the trusted technology and services partner for community financial institutions, unifying systems, security, cloud infrastructure, and support into one seamless, purpose-built experience. With more than 35 years of banking expertise and a deep belief in the community banking mission, UFS helps institutions simplify complexity, reduce risk, and strengthen daily operations. From managed IT with Bankers Private Cloud® to core banking, cybersecurity, advisory, and CRM, UFS delivers solutions with heart, soul, and extraordinary service.

About CIO365

CIO365 is a consultancy founded on Bill Lehner’s passion for serving highly regulated and compliant businesses such as banking, and as a community bank board member Bill understands the needs of community bank from the inside out. Founded on over 35 years of real‐world business entrepreneurship, IT planning, community banking (from proof operator to board member), experience in tax, auditing, finance, IT infrastructure, and IT support along with human resources and strategic business growth, CIO365 possesses hands‐on experience that is in step with a bank’s needs.

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