In the News
Where You Can Find Us
Upcoming Events
Massachusetts Bankers Association New England Conference – September 2024
APEX 2024 – Cooperative Credit Union Association and The Credit Union League of Connecticut – October 2024
Stay tuned for more Events and Speaking Engagements
In The News
The Race to Tame Inflation – Expert Opinion
All Things Banking Podcast – How Data Drives Brand Success
Credit Union Growth – The Role of Digital, FOM and DEI – Credit Union Innovation Summit Panel
The pandemic’s impacts include the need to cost shift – BAI Banking Strategies
Creating Competitive Advantage – The NAFCU Journal
The COVID Cost Shift – Bankers Digest
The COVID-19 Cost Shift – CBA Quarterly
The COVID Cost Shift – Credit Union Times
The COVID Cost Shift – CU Today
Strategic Planning and the Path to Compete More Effectively – Bankadelic Podcast
SPECIAL REPORT: Banking and the Coronavirus Six Months Later – Bankadelic Podcast
Strategy Alone Won’t Create Competitive Advantage – BAI
Connecting with customers, Amazon style- BAI Podcast
Take Your Credit Union From Surviving to Thriving – Credit Union Times
Incumbency Has its Advantages – Credit Union Times
Creating a Market Intelligence Ecosystem – Credit Union Times
Pay Attention to Retention – BAI
Retention Attention featured in Credit Union Times
The Retention Advantage featured in Banking New England
Make the Most of Branches – BAI
Driving Strong Revenue Growth – BAI
The Discipline of Growth featured in Banking New England
A Golden Age for Credit Unions is Here featured in CenterPoint
The Golden Age of Banking featured in Banking New England
Where We’ve Been: Past Speaking Engagements and Events
New Hampshire Bankers Association / Vermont Bankers Association Annual Conference
IBANYS Annual Convention and 50th Anniversary Celebration
CCBA Annual Meeting and Conference
COCC Annual Client Conference
Maine Credit Union League Annual Convention
Connecticut Bankers Association Director & Senior Officer Symposium
Vermont Bankers Association | New Hampshire Bankers Association Spring Executive Management Meeting
New Hampshire Bankers Association Women in Banking Conference
Connecticut Bankers Association Women In Banking Conference
ABA Washington Summit – Washington, DC
Connecticut Community Bankers Association – Guest Speaker
ABA Community Banking Conference 2024 – San Antonio
Massachusetts Bankers Association – CEO / Senior Management Workshop Dinner – Newton, MA
Massachusetts Bankers Association New England Conference – Breakout Session Speaker
New Hampshire Bankers Association / Vermont Bankers Association Annual Conference
APEX 2023 – Cooperative Credit Union Association and The Credit Union League of Connecticut
Vermont Bankers Association | New Hampshire Bankers Association Spring Executive Management Meeting 2023
Maine Credit Union League Annual Convention 2023
CCBA Annual Meeting and Conference 2023
CCUA 2023 CU Marketplace
COCC 2023 Annual Client Conference
ABA Community Banking Conference 2023
New England Conference 2022
NH Bankers Association | Vermont Bankers Association 2022 Annual Conference
APEX 2022 Convention
COCC Annual Client Conference – June 2022
Maine Credit Union League 2022 Annual Meeting and Convention
Vermont Bankers Association | New Hampshire Bankers Association 2022 Spring Executive Management – Guest Presenter
CU Marketplace 2022 – Guest Presenter
BankWorld 2022
APEX 2021 Convention
Bank Customer Experience Summit 2021, Chicago – Guest Presenter, Panel Participant
Connecticut Community Bankers Association 2021 Annual Meeting
New England Conference 2021
NH & VT Bankers Associations’ 2021 Annual Conference
Maine Credit Union League 2021 Annual Meeting and Convention
BankWorld 2021
CFO and Financial Manager Forum – Guest Presenter February 2021 – The Dimensional Views of Profitability
National Credit Union Management Association Fall Conference – Guest Presenter September 2020
National Credit Union Management Association Spring Conference – Guest Presenter August 2020
NAFCU Strategic Growth Conference – Guest Presenter March 2020
BankWorld January 2020
CCUA Annual Meeting and Conference 2019
Credit Union Marketplace Experience – Guest Presenter April 2019
New Hampshire Bankers Association/Vermont Bankers Association Spring CEO Conference
COCC Annual Client Conference – June 2019
New Hampshire Bankers Association Retail Banking Conference – Guest Presenter October 2018
Great New England Credit Union Show – Guest Presenter May 2018
BankWorld – Guest Presenter January 2018
Big East Banking Conference – Guest Presenter November 2017
Woman in Banking Conference
CCUA Annual Meeting and Conference
New England Conference – Massachusetts Bankers Association
New Hampshire Bankers Association & Vermont Bankers Association Annual Conference
Connecticut Community Bankers Association Annual Meeting
COCC Annual Client Conference
NHBA Annual Meeting
New Hampshire Bankers Association/Vermont Bankers Association Spring CEO Conference
Great New England Credit Union Show – Guest Presenter 2017
BankWorld – Guest Presenter 2017
NHBA Annual Meeting – Guest Presenter 2016
COCC Annual Client Conference
Connecticut Community Bankers Association Annual Meeting
Great New England Credit Union Show – Guest Presenter
NEFMA Spring Conference
Connecticut Community Bankers Association Monthly Meeting – Guest Speaker
Bank Summit – Guest Presenter
COCC Branch of the Future – Guest Presenter
Boston College Carroll School of Management MBA Program – Guest Lecturer
New Hampshire Bankers Association/Vermont Bankers Association Trustees/Directors Forum – Guest Presenter
COCC CEO Conferences – Guest Presenter
COCC Mid-West Summit Conference – Guest Presenter
Massachusetts Bankers Association CEO Conference – Guest Speaker
American Marketing Association – Keynote Speaker
Massachusetts Bankers Association New England Conference
New Hampshire Bankers Association/Vermont Bankers Association Annual Conference
New England Mortgage Expo
Massachusetts Bankers Association CEO/Senior Management Workshop Dinner
Awards
