In the News
Where You Can Find Us
Upcoming Events
BankWorld – June 10
Maine Credit Union League – August 19
Bank Customer Experience Summit – Guest Presenter September 2021
In The News
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 NACFU 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
Awards
Where We’ve Been: Past Speaking Engagements and Events
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
