In the News

Where You Can Find Us

Upcoming Events

New England Conference 2022

NH Bankers Association | Vermont Bankers Association 2022 Annual Conference

APEX 2022 Convention 

Stay tuned for more Events and Speaking Engagements

 

Where We’ve Been: Past Speaking Engagements and Events

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