BANK AND CREDIT UNION RESOURCE ARTICLES
Western Independent Banker - Deposit Gathering: Building A
Balance Sheet Profitably In Today's Tough Environment
Western
Banking - "Non-Traditional Banking Channels - The Future Of
Retail Delivery"
BankNews.com
- "Non-Traditional Banking Channels - The Future Of
Retail Delivery"
WesternBanking.net
- "Non-Traditional Banking Channels - The Future Of
Retail Delivery"
ABA
Bankers News - "In Touch With Gen Y"
ABA Bankers News - "Generation Y: The Challenge Is Gaining Their Trust"
Independent
Banker - "Marketing For The Ages"
ABA Bank Marketing - "Finding Wedded Bliss"
Kansas Banker
- "Aiming for the Upscale Market"
paBanker
- "Cross-Selling: Like Cholesterol, There Are Good and Bad Cross-Sales"
Hoosier
Banker - "Upscale Marketing: It's Not What You Think"
Community
Banker - "Six Steps for Success When Buying CRM Software"
Credit
Union Times - "The Three Most Common Marketing Mistakes Made by
Credit Unions"
Credit
Union Management - "The Right Message - The Database Marketing Agency
Helps Credit Unions with Members More Effectively"
Credit
Union Management - "A Rich Tapestry - A Mix Non-Traditional Marketing
Techniques Works Best with Affluent Members"
Independent
Banker - "Changing the Tune - Turning Customer Service Complaints
into Compliments"
Credit
Union Magazine - "In Search of E-Marketing - Hit the right audience
at the right time"
Secondary
Marketing Executive - "Matrix Marketing Can Mine Databases For The
Most Profitable Customers"
The
Mortgage Press - "Profit Risk: The Third Leg of Risk Management"
Hoosier
Banker - "Rising Variable Interest Rates Mean a New Environment for
Banks"
Credit
Union Magazine - "CU Secure CRM Success"
Independent
Banker - "Marketing Through The Ages"
ABA
Banking Journal - "Looking for Ms./Mr. Right"
CUES
Credit Union Management - "Quiet Conversations"
Credit
Union News - "Credit Card Profitability: Why is breaking even so
challenging and what can you do about it?"
ABA
Bank Marketing - "The Profit Pursuit"
The
Credit Union Journal - "Where Everybody Knows Their Name (But Not
Much Else)"
The
Business Journal - Executive Profile
The
Credit Union Pipeline - "Improving Mortgage Lending
Profitability"
National
Mortgage News - "Savvy Consumers Pose Marketing Challenge for Home
Equity Lenders" Home
Equity Wire - "Marketing HE Now More Complicated"
Credit
Union Magazine - "Integrated Data-Driven System Nets Big
Results"
Credit
Union Magazine - "Add A Personal Touch"
"What
You Need to Know When Shopping for a Marketing, Sales and Profitability
System"
"'Profit
Risk': The Third Leg of Risk Management"
Recent
DMA Speaking Engagements
Financial
Managers Society - Finance And Accounting Forum - Orlando, Florida
Schneider
Sales Management - Webinar - Denver, Colorado
Western
Independent Bankers - Annual CFO, Investments, and Operational Risk
Conference - Indian Wells, California
Western
Independent Bankers - HR Forum - Newport Beach, California
National
Council For Postal Credit Unions - 25th Annual Conference - Orlando,
Florida
Onsite
Conference - Tampa, Florida
American
Bankers Association - Marketing Conference - Baltimore, Maryland
Schneider
Sales Management - Annual Copper Mountain
Conference
- Copper Mountain, Colorado
Western
Independent Bankers - CFO, Investment And Operational Risk Annual
Conference - Huntington Beach, California
Delaware
Valley CUES Council - Malvern, Pennsylvania
Financial Managers Society - Chicago, Illinois
Nebraska Bankers Association - Annual Marketing Conference - Lincoln, Nebraska
Western Independent Bankers - Annual Marketing & Business Development Conference
- San Diego, California
Illinois
Credit Union League - Marketing Conference - Chicago, Illinois
Illinois/Arizona
Credit Union League Joint Conference
The
Bank CEO Network - Community Bank Director's Conference - Phoenix, Arizona
Washington
Credit Union League - Marketer's Council - Federal Way, Washington
Schneider Sales Management - Copper Mountain Bank Roundtable - Copper Mountain, Colorado
American
Bankers Association - Annual Financial Sales Management Conference
- Orlando, Florida
American
Credit Union Mortgage Association (ACUMA) Annual Conference -
New Orleans, Louisiana
American
Credit Union Mortgage Association (ACUMA) Annual Conference
– Las Vegas, Nevada
Symitar Northwest Conference – Portland, Oregon
Recent DMA Awards/Recognition
CUES
Financial Suppliers Forum Supplier of the Year Award
CUDL
"Best of the Best" Practices Award for Outstanding and Innovative
Practices in Direct Lending
CUNA
"Best of the Best" Practices Award for Database Marketing
Systems
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