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DMA RECOGNIZED:
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 Systems
Recent Bank And Credit Union Resource Articles About DMA
Profit Risk and Profitability
Credit Union Management - "Making Data Pay"
Credit Union Journal - "The Third Piece of Risk Management: Understanding 'Profit Risk'"
Credit Union Journal - "Bay Federal Embarks on 'Mutual Profitability' Plan"
Credit Union Times - "Bay Federal Credit Union CEO Shares Hard Lessons on Mining Member Data"
American Bankers Association - "Impact on Profitability"
Bloomberg - "Wells Fargo, BofA Push Cross Sales"
ABA Bank Marketing - "Take Out Your Calculators"
ABA Bank Marketing - "Profit In The Drink"
ABA Bank Marketing - "The Profit Pursuit"
The Mortgage Press - "Profit Risk - The Third Leg Of Risk Management"
California Banker - "Managing Profit Risk To Avoid A Meltdown"
Credit Union Times - "The Three Most Common Marketing Mistakes Made By Credit Unions"
Credit Union Management - "Spread The Word"
Michigan Bankers Association Magazine - "Bank Marketers Measure Profit Risk in Changing Times"
The Credit Union Pipeline - "Improving Mortgage Lending Profitability"
ABA Bank Marketing - "Finding Wedded Bliss"
Hoosier Banker - "Rising Variable Interest Rates Mean A New Environment for Banks"
ABA Banking Journal - "Looking For Ms./Mr. Right"
San Francisco Gate - "Banks turn to Cross-Sell"
National Mortgage News - "Savvy Consumers Pose Marketing Challenge for Home Equity Lenders"
Home Equity Wire - "Marketing HE Now More Complicated"
Charlotte Observer - "Push Cross-Sales to Boost Growth"
Matrix Marketing
Credit Union Magazine - "Integrated Data-Driven System Nets Big Results"
Western Banking - "Non-Traditional Banking Channels - The Future Of Retail Delivery"
PABanker - "Cross-Selling: Like Cholesterol, There Are Good And Bad Cross-Sales"
The Credit Union Journal - "Where Everybody Knows Their Name (But Not Much Else)"
Hoosier Banker - "Upscale Marketing: It's Not What You Think"
Credit Union Magazine - "Add A Personal Touch"
Independent Banker - "Changing the Tune - Turning Customer Service Complaints into Compliments"
Credit Union Management Magazine - "Spread The Word"
AllBusiness - "Upscale Marketing"
Generational Marketing / Market Segments
USBanker - "Loosening the Purse Strings"
Credit Union Management - "In The Moment"
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"
Credit Union Magazine - "In Search of E-Marketing - Hit The Right Audience at the Right Time"
Kansas Banker - "Aiming for the Upscale Market"
Western Independent Banker Magazine - "Incentive Programs For The New Decade"
CRM
Credit Union Magazine - "CU Secure CRM Success"
Community Banker - "Six Steps for Success When Buying CRM Software"
CUES Credit Union Management - "Quiet Conversations"
More articles about DMA
The Business Journal - "Executive Profile Rich Weissman"
Texas Banker - "Managing Change in a Changing Environment"
American Banker - "Looking Beyond Survival ; Courting Growth Through Ads"
Credit Union Times - "Think Tank CEO Urges Credit Unions To Take On Big Banks"
Western Independent Banker Technology And Security Digest - "Cloud Technology - What Is It Anyway?"
Bloomberg - "Wells Fargo, BofA Push Cross-Sales as Loans, Investments Lag"
Recent DMA Speaking Engagements
American Bankers Association - Marketing Conference, New Jersey, Pennsylvania, and Delaware
CU Conferences - Credit Union Products & Services Conference, Memphis, Tennessee
American Bankers Association - Annual Marketing Conference, Baltimore, Maryland
CUES - Annual Convention, Cancun, Mexico
Texas Bankers Association - 8th Annual CFO Conference, Lost Pines, Texas
Financial Managers Society - 2011 Finance & Accounting Forum, Boca Raton, Florida
Association for Management Information in Financial Services - Profitability & Performance Measurement Conference, Evanston, Illinois
CU Conferences - National Credit Union Conference for Directors and Senior Management, Las Vegas, Nevada
Credit Union Executive Society - CUES Executive Summit, Snowmass, CO
CU Conferences - 29th Annual Bottom Line Conference, Las Vegas, Nevada
CU Conferences - Business Development And Marketing Conference, Las Vegas, Nevada
Western Independent Bankers - WIB Education Summit, Las Vegas, Nevada
Bank Administration Institute - Retail Delivery Conference, Las Vegas, Nevada
Texas Banker's Association - Senior Management Conference, San Antonio, Texas
Association for Management Information In Financial Services - Profitability And Performance Measurement Conference, San Antonio, Texas
CU Conferences - Detecting Risks And Managing Fraud Conference, San Francisco, CA
Western Independent Bankers - Chairman's Forum, San Francisco, CA
Minnesota Bankers Association - Annual Marketing Conference, Bloomington, Minnesota
Western Independent Bankers - "Understanding A New Component of Risk Management", Webinar
Financial Managers Society - "Capital Improvement In Today's Economy - How Is That Possible?", Webinar
Association for Management Information In Financial Services - DMA Webinar - "Profitability And Funds Transfer Pricing - Living Happily After", Webinar
American Bankers Association - Annual Marketing Conference, San Antonio, Texas
Association Of Management Information In Financial Services - Profitability And Performance Measurement Conference, Atlanta, Georgia
CU Conferences - Annual Services And Products Forum, San Diego, California
Western Independent Bankers - Annual CFO, Investments and Operational Risk Conference - San Francisco, California
American Bankers Association - National Marketing Conference - Denver, Colorado
American Credit Union Mortgage Association (ACUMA) - Annual Conference – Las Vegas, Nevada
Michigan Bankers Association - Annual Marketing Conference - Lansing, Michigan
New England Credit Union Services - The Great Annual New England Credit Union Show -Boxborough, Massachusetts
Western Independent Bankers - Annual CEO Conference - Kauai, Hawaii
American Bankers Association - Annual Financial Sales Management Conference - Orlando, Florida
DMA-SSM - Managing Marketing And Sales For Profitable Growth In These Tough Times Conference - Las Vegas, Nevada
National Credit Union Director's Conference - Annual Conference - Las Vegas, Nevada
Western Independent Bankers - Business Development Annual Sales Growth Forum - Newport Beach, California
Financial Managers Society - Finance And Accounting Conference - Orlando, Florida
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
American Bankers Association - Annual 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 - CEO Convention - Malvern, Pennsylvania
Financial Managers Society - Annual Convention - 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 - Annual Marketing Conference - Chicago, Illinois
Illinois/Arizona Credit Union League - Joint Conference - Phoenix, Arizona
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 Credit Union Mortgage Association (ACUMA) - Annual Conference - New Orleans, Louisiana
Symitar - Northwest Conference – Portland, Oregon
To see a complete list of all the webinar presentations and other presentations click here
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