Where You Can Find Us


Upcoming Speaking Engagements and Events

National Credit Union Management Association Spring Conference – Guest Presenter August 2020

Customer Experience Summit – Guest Presenter March 2021

In The News

Take Your Credit Union From Surviving to Thriving – Credit Union Times (read the story…)

Incumbency Has its Advantages – Credit Union Times (read the story…)

Creating a Market Intelligence Ecosystem – Credit Union Times (read the story…)

Pay Attention to Retention – BAI (read the story…)

Retention Attention featured in Credit Union Times (read the story…)

The Retention Advantage featured in Banking New England  (read the story…)

Make the Most of Branches – BAI  (read the story…)

Driving Strong Revenue Growth – BAI  (read the story…)

The Discipline of Growth featured in Banking New England (read the story…)

A Golden Age for Credit Unions is Here featured in CenterPoint (read the story…)

The Golden Age of Banking featured in Banking New England (read the story…)

StaffingLab featured in Banking New England (read the story…)

CustomerLab featured in Banking New England (read the story…)

Awards

LAMP Award 2014

Where We’ve Been: Past Speaking Engagements and Events

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