In the News

Where You Can Find Us

Upcoming Events

ABA Washington Summit – Washington, DC

Vermont Bankers Association | New Hampshire Bankers Association Spring Executive Management Meeting 2024 – Killington, VT

Maine Credit Union League Annual Convention 2024 – Portland, ME

CCBA Annual Meeting and Conference 2024 – Old Saybrook, CT

COCC 2023 Annual Client Conference – Foxwoods

Stay tuned for more Events and Speaking Engagements

 

Where We’ve Been: Past Speaking Engagements and Events

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