# tblActivities

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Kelli Jackson and I went to this location and were advised that Ken was at the Davie county office.  We saw him there and delivered two holiday premiums. He is also the office manager for the Yadkinville office.-KM


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Shipped 80 fans to Shannon for their Founders Day event on Sept. 24.


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Held enrollment from 10:00-11:00am. Signed up 7 new members, 7 checking, 1 holiday club, 5 direct deposit, 4 P/R, and 1 VISA.


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Deanna's brother Jeff Beshears works for Yellow Freight. His position is VP of operations. Recently they merged with Roadway corp based out of Ohio. We were interested in Roadway due to the number of employees based in Kernersville and our new office opening. Deanna is going to contact Jeff and see if they have an exisiting relationship with a credit union and which one. Then we are going to decide if we want to pursue. I talked with my brother in law that works at Roadway. He said that their credit union is only in Ohio and does not have any plans to open an office in Kville. He said it is really not convenient for the staff. They do not have very much particpation. He also said they are union workers. They bid for their job shifts every few months. This is based on seniority. The customer service center is 1-800-610-6500

Jeff's email is jeff.beshears@yellowcorp.com


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WENT TO CLEMMONS LOCATION ON 12/22/03
7 NEW MEMBERS, 7 CHECKING, 7 DIRECT DEPOSIT, 1 PR DEDUCTION, 1 HOLIDAY CLUB & 1 VISA APP.


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called and debbie cox said to call her back on Monday.  She said that her boss was out of the office and she needed to check first with him before scheduling a time.


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received a call from CFO, Carolyn. She wanted to know if volunteer and residents of Salemtown are eligible for credit union membership. I called her back and let her know we would need to update bylaws with NCUA. Told her I needed a written request to process on their letterhead.


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received message from Anna that she received info and has a few questions.


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David called and said they have an account at Wachovia and they are going to charge the employees a fee of $4 to cash their payroll checks. He asked about credit union affiliation. I mailed a packer of information.


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Ken called and said that his company is very excited about become apart of Allegacy. He said I will have the letter by the end of next week. He mentioned that the process was intimidating for approval and that it worried the staff he shared the packet with. I will pass on those comments.


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I talked with Tim Jeffries at a basketball game. I told him I read about the merger of the dealership and that he told me in the summer to contact him at the first of the year. He said the best way to get him was at a sporting event not in the office. I told him I would follow up with him later in the month.


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plan to visit gsbo office on 1/8/04  at that time we will schedule something for their other locations.


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talked with barbara dunnigan and she said to call her in sept and schedule for open enrollment


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talked with richard guyer again and I am still waiting on times for visit
he said he will call me back this afternoon or tomorrow


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called and left voice mail with ted mann about allegacy visit


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talked to mr parrish and he said that he feels as though it is just about impossible to get everyone together and he would prefer that we just send out premiums and information to him and he will forward to the management.

I plan to send 100 badge pulls and 200 pens

they have 180 employees but not all of them use the badge pulls.

He said there is just too many locations and shifts for him to try and schedule.


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bill sparks said they it would be fine for us to come out
he will call me back with a date
he did say that his employees are in and out throughout the day and that they do not have employee meetings


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lvm asking jim hedrick to call me back so that we can set up a time to visit his lexington employees as well as his rural hall employees.


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called and left voice mail asking julie to call me back so that we can set up allegacy visit


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scheduled to go out to CRES on 1/13/04 from 11-130.  will also be visiting their whitaker park location on the same day


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talked with paige adams and she suggested that I call her in sept so that we can come to the benefits fair in october.  She said that is about the only time that all of the employees are in one location and she felt that would be better for us and them.


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called and lvm re allegacy visit
lvm with vivian hammock


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called and lvm re scheduling an allegacy visit


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will call back in late sept to find out date of benefits fair


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I called Billie to see if I could meet with her on Monday. We are going to discuss payroll options and business checking account related issues.


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left a message for Teresa Brown to see if we could go to lunch. I wanted to discuss the idea of the students being eligible for membership. I also wanted to get to know her a little better. She knew Carol well and not that she is retired, I want to have the same relationship with her.


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I have a lunch meeting with Napolean, Cathy Pace, Kerry Garrigan and myself to discuss possible enrollments and future development In late February.


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Russian kids festival assistant (12-27-2003) (12-28-2003).I saw 210 russian kids.Talk to parents about Allegacy, give business  card, premiums, membership appl.


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Tony called me and will call me back with a day that we can come out and he said we could come to all shifts so that all staff is reached.


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received an email from Kathy stating that Mary Elizabeth said that Vicky Stokes came in and said if Allegacy does not show up at the next oreintation that they will be removing us from the list. I personally talked with vicky on October 30th and asked her how things were going and she told me they were good. Evidently Keen was not attending the new hire orientations in November and December. I emailed Vicky to find out when the next orientation scheduled is. Business development will take over until the charlotte financial center is fully staffed.


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left another voice mail about scheduling an enrollment


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Effective spring 2004 this office will be closing. They have moved to Denver where Walt Klein now resides. He has offered severence packages to employees.

Closed and marked lost due to closing


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I read in the business journal that Novant sold it's interest in this company. Now the owners are Moses Cone and High Point regional. The initial investment was 6 million dollars for each of the three hospitals.
Annual revenue is 80 million


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received approval from NCUA. Taking to board meeting 1-20-04.


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name change from Piedmont Primary Care-Thomasville to Chair City Family Practice. New address and contact person added.


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did sign up at Charlois Blvd location
results: 9 new mbrs, 10 checking acct, 1 holiday club, 11 direct deposit, 16 pr ded, 1 loan, 2 visa credit cards, 10 debit cards & 2 overdraft protection loans


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conducted enrollment at admin office
7 new mbrs, 4 checking, 3 holiday clubs, 2 dir deposits, 4 pr ded, 1 loan, 1 visa credit card, 4 debit cards & 1 overdraft.


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went to enrollment
4 new members, 3 checking, 1 holiday club, 3 dir deposit, 2 pr ded, & 2 debit cards.


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total sign up between the 2 locations were:
15 new mbrs, 16 checking accts, 3 holiday clubs, 16 pr ded, 1 loan, 1 visa credit card, 14 debit cards, 4 overdraft protection loans.

The majority of the response came from the whitaker park location.


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scheduled to do the other location on 2/12/04


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called and spoke to sandy hull about enrollment
she promised to call me back today-

we are scheduled for feb 5th @ 10:00 for a group presentation.


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left another voice mail asking for enrollment date


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Held enrollment from 1:30-2:30pm. Opened 1 holiday club account. Almost every employee was currently a member.


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Gave short presentation and held enrollment from 12:30-1:30pm. Signed up 1 new member, 3 checking, 1 holiday, 1 vacation, 2 direct deposits, and 1 P/R.


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spoke to melissa and she said that it is almost impossible to get everyone together and she has requested that we send her payroll stuffers and some new white folders for new hires. I will also send badge pulls.


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I called and left a voicemail with Celeste Graves to set up an enrollment for March 2004.


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I called and left a voicemail for Karen Hicks about setting up an enrollment with them sometime in March.


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I called and left a voicemail for Karen Atwood-Caines about holding an enrollment sometime in March 2004.


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I called and left a voicemail for Janie Dyer about setting up an enrollment for sometime in March 2004.


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I called and spoke with Melissa Bateski about holding an enrollment. She informed me that she had already been contacted and Allegacy was sending her member information packets in the mail.


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I called and left a voicemail for Andrea Matney about setting up an enrollment sometime in March.


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Approved by Board of Directors. Sent payroll information to Angie and Kelly.


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Approved at board of director meeting. Sent payroll information to Angie and Kelly.


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Received a call from Karen Caines about enrollments. She mentioned their schedule was pretty full for the first part of the year, but she would like us to come possibly around summer. She also said she likes it when Allegacy has enrollments, and would like to get us out there about twice a year.


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Julie stated that their company is going to add a sister company in February or March. I emailed her the information she needs to fill out and send to me so that we can get NCUA approval.


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I called and spoke with Mark Parham about holding an enrollment/information session. He mentioned several employees were spanish-speaking and wanted to get back with me on the best time for an enrollment. I informed him we have several members of our staff who are spanish-speaking. He will call next week to set up a date for us to come out to Joyce Foods.


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I called and left a voicemail with Ken Flynt about holding an enrollment/information session.


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I called and spoke with Donna Pranke about becoming affiliated with AFCU. She said they have not made a final decision on whether they would like to be a part of a credit union or not; however, she would like us to send some information through mail.


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I called and spoke with an employee, they asked me to call back next week.


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talked with regina and she said that at this time they have not gone to mandantory direct deposit but that she will call me when it does.  I also asked about Allegacy attending their company picnic and she said that it is usually at Carowinds or somewhere like that. Probably wouldn’t work.


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talked with tracy ashby and she said that the pr stuffers we sent will go out in about three weeks.  I asked if there was ever an event where the whole staff got together and she said no.


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darryl called a few days before sign up and cancelled due to the machinery being down


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attended new hire orientation with Amy. We opened 4 new memberships with payroll deduction.


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Held enrollment from 3:00-4:00pm. Signed up 2 new members, 2 checking, 2 DD, 1 P/R, 1 holiday club.


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met with Cletra Wormley. I explained hoe the membership of the common grounds coffeehouse would be eligble for membership. Received approval from Cathy Pace.


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received paperwork for this association. Submitted to NCUA for approval. Received approval 1-21-04 from NCUA Taking to board February 17


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Received paperwork from Michael for affiliation. Submitted paperwork to NCUA. They are 35 miles from our office facility so I have to do paper application rather than internet.


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New application for affiliation received. This is a sister company for CML Microcircuits an existing SEG group. New company just formed.


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David sent information to Julie to verify their employees. They have 30 actual employees and are starting a sister company called Hyperstone. They are in the process of hiring two engineers for the company.


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possible enrollment for ws office on 2/25
Matt will call me back


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talked with linda goldston and she said that we probably had the majority of their office already signed up and she also said that we could look at calling the charlotte and the raleigh office.  She did say that most staff is out in the field.  I told her that I could always send them the packets and list of service centers in their area.


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Set up an enrollment for 2/25/04 from 2:00-4:00pm.


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Mailed Donna Pranke information about Allegacy. Will follow up with a phone call next week.


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Ken called Belinda on Friday afternoon (1/23) and asked for someone to call back and set up an enrollment. I called and left another voicemail with Ken about holding an enrollment in February.


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called to schedule enrollment and lucy said she would call me back once she looked at her calendar


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talked with melissa and she will check with her boss to see if we can come back out


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I have been talking with john breen about coming out on a Saturday to one of his staff meetings since he feels this is the best way to promote allegacy- he is supposed to be calling me back about a date we can come


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susan said that she will get with the other locations and try to set up a time that we can come out - she did tell me that in april or may they do go out to each location to discuss benefits with the employees.  I told her that would be a great time for us.  She will let me know.


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lvm with sherri hart about coming for sign up during benefit fair


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went on 12/10 and the guys were in the field and not in the office, left packets and popcorn.  Called deanna back 1/27/04 and she said that she had given them the info but they are not in the office today due to the weather.  She said that she will call me back later this week.


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enrollment cancelled due to weather - called nanda stover and was told that office is closed until Wednesday. The lady answering the phone did not know when the staff meeting would be due to the weather.


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Called and left a voicemail for Donna Shelton about setting up an enrollment.


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Called and spoke with Amanda Blake about setting up an enrollment. She asked me to call her back next week after they complete their monthly inventory this week.


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talked with laura and will go for enrollment on 2/25/04 from 11:30-1:00


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Enrollment on Jan,21,2004: 3 new members,3 checking accounts,2 direct deposits, 1payroll dedaction,2 auto loans,2visas.


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I called today to get an update. I talked with Lisa Phelps. Calvin had turned the information over to her. She is responsible for the HR functions. She asked me to email her the information and she is going to review and get back with me.


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I called to follow up  with Eric. Their office closed early due to incliment weather. I was able to leave a message for Eric on his voicemail.


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Called and spoke with Larry Zimmel about possible affiliation with Allegacy. He commented they were a start-up company and currently had no interest. However, to try calling him back in 6 months.


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I emailed Dave the paperwork needed so that his group would be eligible for membership in Allegacy.


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Received call from Joan Reid, she works at Salem Laundry, a division of Novant that was sold recently to Crawthal. She has requested that the 133 employees be eligible for Allegacy just like the salem laundry employees were. I discussed with Ike and he felt we should extend this to them. I mailed her the necessary paperwork for her to take for approval.


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Talked to John. He said he surveyed the employees and they are very interested in allegacy. He asked me to mail the packet again, he lost the first one. He promised to catch up with Jimmy and get him to sign the paperwork. I am working for the March board meeting.


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Received a call from Napolean about this company. He met them at the rotary meeting in Clemmons. He said the group is interested in membership. I prepared a packet and gave it to Napolean. Cathy later gave me the business card for the company.


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Dave Solomon came by and told me to contact this group as a potential seg group. He told me to call Randall James. I called and left message for him to call me back.


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I called to follow-up. I have not received a phone call back. I was told that Randall is out of town until Monday. I again left a message for him to call me back. I also mailed packet of information to his office.


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Called and left another message for Teresa to call me. I saw that her name is changed back to her maiden name so I updated the information on file.


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Sonya was not in the office today, however, I spoke with an employee about holding an enrollment for the new doctors and staff just added. She seemed excited to have Allegacy come visit, and asked me to call Cheryl Kingman back on Monday (2/2) to schedule sign up.


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Called to inquire if the university has a credit union for the students and faculty. I explained to her that we are interested in opening an office near their campus and would like them in our field of membership. She said that they were contacted by a credit union last week. I told her we have Wake Forest Univ. in our field of membership.


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Enrollment from 1/2/04 was rescheduled and held today from 8:00-11:30am. Signed up 6 new members, 6 checking, 6 direct deposits, 4 P/R, 2 PFP, and 1 holiday club.


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Donna Shelton called back and we briefly spoke about holding an enrollment there soon. She wasn't sure of an exact date and time, but mentioned she would call back on Tuesday to let me know.


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received a request for more packets. Mailed 20 packets to Maria's attention


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Has not have had time to consider the student letter. I scheduled a lunch for her and her boss, Brenda on Tuesday Feb. 17th at 11:30 to discuss student's joining Allegacy.


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Held enrollment during orientation from 12:00-1:00. Signed up 6 new members, 2 checking, 2 direct deposits, 3 P/R, and 2 holiday clubs.


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I am continuing trying to reach Ken Flynt; we keep leaving voicemails for each other. I left my cell phone # with him, and asked him to just leave a date and time for an enrollment on my voicemail.


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Spoke with an employee who stated the doctors were currently busy. However, he is leaving a message for Dr. Thomas Sweasey to call me back.


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I spoke with Cheryl Kingman and set up an enrollment for March 18, from 2:00-2:45.


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I called Arnita to see if she would be willing for us to put a company profile in the Winston Salem journal Kernersville section. I left message that I would need confidentiality agreement signed.


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called and left message. We are interested in doing a company profile in the winston salem journal ad of allegacy promoting our kernersville companies. I told him we will need confidentiality agreement signed by their company. We would let them review the ad before it was printed.

He called back and said this will be fine. He wants all ads sent to him for approval prior to printing. Faxed confidentiality agreement to him.


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Ike asked me to prepare material to do a presentation. They have 457 beds and are located in Concord off of I-85 exit 58. We are not going to pursue due to competition with Novant Health' s new hospital.


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I called June about the possibility of sponsoring their company picnic at the fairgrounds. She stated that this was a "fun" day and that the employees were not interested in doing business on this day. I told her we want to do this as a PR effort for the staff that do not attend the annual benefit fair. She is going to check with Henry and get back with me.

I also talked with her about the Pines Nursing Home. She said that this group was really not an affiliate but somewhere that they make a recommendation for patients needing care to go. She is going to try to get me contact information on this.


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Held enrollment with presentation from 10:00-11:00am. Saw approximately 10 employees. Sandra informed me that several were out sick. Most were already members, and we signed up 2 new members, 2 checking, and 2 direct deposits.


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Attended staff meeting at church to do a presentation on the benefits of membership. There were approximately 30 staff in attendance. They were very interested in our products and the fact that we could offer direct deposit. Libit Glenn attend with me. She goes to this church and new the congregation. Bill Duncan said they are very interesed. We had a member give a testimonial. He said he would be mailing the necessary paperwork to me.


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Left Rick a message letting him know that we are planning to go to DC to visit a SEG. Asked him whether we can go and visit their DC office as well.


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Spoke to Allison. We are coordinating a visit to their DC office for 2/26/04. We are planning on taking Allegacy Investments and Mortgage.


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called lucy again today and left voice mail


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called melissa again and left voice mail


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called denise and lvm offering to take her to lunch
and also inquired about enrollment


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lvm re:enrollments at locations and lunch with robert


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called and lvm with lynn britton re: enrollment


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talked with carolyn and she said that it is impossible to get the staff together and that they only have 2 meetings a year with the whole staff and the next one is December.  I have asked her about supervisory meetings and she said they have one next month.  I have left a message for Drew Hancock.


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scheduled enrollment for march 2nd from 2-3


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Talked with Kay Hobgood, Debbie Robles is no longer with the company.  She will talk to her production manager and get back with me to set up a date.


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Attended the regular board meeting. I informed them that they needed to make by-law adjustments to have specific requirements for membership and to consider a membership application. They are considering starting a new foundation as a separate entity to allow the general public to join the common ground association. This process will take about one month to complete. I will have to resubmit the information to NCUA for approval.


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Anita Kimber Crawford is going to serve on the board of directors for the common ground youth coffee house.


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Danita called to make sure that we have her as the new contact person for call a nurse. She requested 15 packets. I verified phone, address and other information on file.


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Received a call from Wade Gentry. He was doing a loan for Rhonda and her neice. They were inquiring about automatic direct deposit and payroll deduction. I told him this was a company decision. They would need to contact their payroll processor and bank to process on their behalf. We accept all payroll electronic deposits. I told him at this time we would not be interested in doing another manual payroll process.


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I met Phil at the common ground coffeehouse board meeting. He is interested in the kernersville little theatre becoming a partner with Allegacy. He said that they have 3000 members in their database and 500 season ticket holders. His email is sevenday@triad.rr.com

He works for seven day appraisal and his position with the little theatre is director of development. He also mentioned that Bishop McGuiness High school has an agreement with them. They own land & have built a multipurpose room that the little theatre will be able to use.

I emailed the information for the association to partner with us. He said he is going to take to his board of directors. I offered to attend, he said he felt he had a good understanding and that he could present this to them. He said the next meeting is scheduled in March.


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scheduled lunch meeting with robert for 2/17/04 at village tavern


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Spoke with Guy Ferrier and he said he will call me when he knows of the next meeting date and let us come in


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called and left a message to get an update on the new president.


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As per Rick's voicemail, I e-mailed him statistics of members employed by Segal. He will use these to sell the idea of a sign-up to their DC office. He liked the idea of us going up there in Feb. or March.


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Held enrollment from 12:00-1:30. Saw approximately 6 employees, most of which were already members. Signed up 1 new member, 1 checking, 1 direct deposit, and 1 P/R, 1 referral to AIG.


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I called to confirm and Becks Lucas said that at this time her employees are ok and they didn’t really see a need for us to come out.  I did tell her I would send her information 
She said to call her back in June.


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Enrollment has been scheduled for Friday March 5th from 11:30-1:30


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Held enrollment from 11:00-12:30. Saw 5 employees, 3 of which were already members. Signed up 1 new member, 1 P/R.


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Meeting set up for Monday to talk to Sally Liner about Medical professional mortgage program and also the space at Forsyth Hospital. Darryl, Pat Payne and I are attending.

Also sent photo release to Barry Sams for the article in the NC Business magazine.


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Called and spoke with Sue Southard about possible affiliation with Allegacy. They have branch offices in Walkertown and Kernersville. I told her about our newest location on E. Mountain St. in K-ville. She requested a package of information that I will send out today.


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Left a voicemail for Josh Weaver about possible affiliation with allegacy. On the message, I told him about our newest location on E. Mountain St. in Kernersville. I will follow up with him again in about a week.


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Left a voicemail for Randy about possible affiliation with Allegacy. I mentioned our newest location on E. Mountain St. and that I could send him some information in the mail. I will follow up with him again in about a week.


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Tried to reach the manager to ask about possible affiliation with Allegacy. An employee told me the best time to reach him is in the late afternoon around 4:00.


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Spoke with an employee in the golf shop at Bermuda Run. He mentioned Gladys was possibly looking for a financial institution for the Ladies Golf Association. He gave me Gladys' contact information and I mailed her a packet on Allegacy. Will follow up in 2 weeks.


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Called and spoke with Ray Smith about possible affiliation with Allegacy. He commented they were already affiliated with LGECU, and was not sure if he wanted to add a second credit union to their benefits. However, he was interested in us mailing some information that I will get out to him today. I will follow up with Ray in about 2 weeks.


Description:
I had lunch with Teresa to discuss students coming into our field of membership. They currently have 6000 students. They suggested that we look at putting an atm in the Benson building. They are going to try to put me in touch with the Dean of student services to discuss further. Currently their students get a free laptop in their freshman year and another one in their junior year that is updated with current technology. The laptop is theirs to keep. Brenda told me that BB&T just put in a new atm in the IT building.


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Scheduled enrollment for March 4th, 11:00-2:00.


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Called Donna Lamonds at her home around 7:30pm. I was told this is the best time to reach her. I spoke with her about possible affiliation with Allegacy. She referred me to their treasurer. I will follow up with Bonnie Rockaway tomorrow (2/18).


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called to schedule an enrollment. Left message for Bill Duncan


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attended the board meeting to inform them option of charging a membership fee. We also discussed membership application. Board members include, mayor of Kville, Board of Alderman, Laywer, Aaron Tabor, Kville Little Theatre director. 

We are working on hosting the next board meeting at our corporate headquarters. Looking at March 1st.


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emailed Dave to see about sending out a letter to membership announcing our partnership.

Dave replied that he wanted me to prepare a letter that he can mail out to the 900 families in their organization.


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Left a voicemail for Bob Russ about possible affiliation with Allegacy. Will continue trying to contact him this week.


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Left Bonnie Rockaway a voicemail about possible affiliation with Allegacy. Mentioned info about our benefits and how convenient our newest location in Clemmons would be for them. Will continue trying to contact her this week.


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Left Donna Pranke a voicemail asking if she had received the information package on Allegacy, and if I could answer any questions. Hope to hear back from her this week. Otherwise, I will follow up again in about a week.


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Spoke with Becky in HR about possible affiliation with allegacy. She told me they were already affiliated with another credit union and happy with them, however, referred me to Sherry Leviner in their corporate offices. I left a voicemail with Sherry. Will follow up in about a week.


Description:
Left a voicemail for Tony about possible affiliation with Allegacy. I mentioned our newest location on E. Mountain St. and the wondeful benefits we offer. Will follow up again later this week or beginning of next.


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Bob Russ called back and said he was very interested in affiliation with Allegacy. He commented several employees were already members, and he would like to extend that benefit to everyone there. Mailed Bob AFCU information packet.


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Spoke with John Owensby about possible affiliation with Allegacy. He commented the new financial center on E. Mountain St. was beautiful. He even mentioned doing a possible article on the new branch. He was interested in possible membership and asked me to send materials. I sent him an information packet today.


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Left a message for Karen about an enrollment.


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Spoke with current manager on duty about possible affiliation with Allegacy. He referred me to Steven Sconzo who is there general manager. He is out sick this week, however, I will contact Steven next week.


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Spoke with payroll contact. They are longer going to use direct deposit form.


Description:
Scheduled sign-up for their DC location on Feb. 26 from 11:30-3:30. Denise (Allegacy Investments), Katherine (Mtg), and myself will make presentations about Allegacy Investments, Mortgage, and Credit Union benefits in general. 
I will ship materials by the 20th of Feb.
Location:    1875 Conneticut Ave. NW 12th Floor
                      Washington D.C. 20009


Description:
Scheduled sign-up to visit their DC location on Feb. 27th from 9:00-11:00. Denise (Allegacy Investments), Katherine (Mortgage), and myself will give presentations about Allegacy Investments, Mortgage,and Credit Union benefits in general. 
Materials will be sent by the 20th of Feb. 
Location: 1920 N. St. NW Suite 400
                   Washington D.C.
                   20036


Description:
I called Michelle Starnes to see about following up. I wanted to make sure she received the packet of information.  I have left a message on her voicemail. I also called on 2-11 and left her a message.


Description:
conducted enrollment on 2/5/04
2 new mbrs, 2 checking, 1 holiday club, 2 dir deposits, 1 pr ded, 1 visa, 2 debit, 1 overdraft & 4 insurance sales.


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sign up done at westbrook office
2 new mbrs, 2 checking, 2 dir dep, 1 pr ded, 3 investment referrals, 0 insurance sales.


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conducted enrollment on 2/2/04
3 new mbrs, 4 checking, 1 holiday, 1 dir dep, 2 pr ded, 1 loan, 2 visa, 1 equity, 5 debit cards, 4 overdraft


Description:
conducted enrollment - lexington
4 new mbrs, 5 checking, 3 holiday club, 2 vacation, 4 dir deposit, 4 pr ded, 5 debit, 1 mtg referral, 2 atm cards


Description:
conducted enrollment
2 new mbrs, 2 checking, 1 dir dep, 2 pr ded, 3 loans, 2 visa, 1 equity, 1 overdraft, 6 allegacy investment,


Description:
conducted enrollment on 2/17/04
13 new mbrs, 9 checking, 1 holiday, 7 dir dep, 3 pr ded, 3 loans, 4 visa, 1 equity, 5 overdraft, 16 allegacy investment referrals, 1 mortgage referral, 4 insurance sales.


Description:
conducted enrollment on 2/18/04
1 new mbr, 2 checking, 2 dir dep, 2 pr ded, 1 allegacy investment, 1 insurance sale.


Description:
conducted enrollment 2/19/04
1 new mbr, 4 checking, 4 dir dep, 1 loan, 1 visa, 2 overdraft, 1 allegacy investment & no insurance sale.


Description:
received NCUA approval. Taking to board meeting on March 16, 2004


Description:
Ike said that Lerry McGee suggested we go after Northeast Medical. He wants us to say that Paul Wiles suggested they extend their benefit packages to the employees. 

I called and left a message for Marianne Stanopolis who is the Director of Compensation and Benefits.


Description:
I called and asked to speak to Larry Hinsdale, left message with secretary.


Description:
called and left tara a message asking about a volunteer appreciation day


Description:
Called and spoke with Julie Davis about setting up an enrollment for the new employees at Hyperstone. She said they had not been hired yet, and they will not make final decisions on the candidates for a few more weeks. But she did want us to come out there when the employees do get hired. I left her my number and she will call back when she is ready for us.


Description:
I mailed a thank you note to Teresa and Brenda. I wanted to follow-up to see if Brenda will help me have contact with the correct person for adding the students. Sent luggage tags.


Description:
Held enrollment from 9:00pm-Midnight with the following results: 3 new members, 3 checking, 4 Holiday Clubs, 11 P/R, 2 Overdrafts, 1 AIG referral, and 2 mortgage referrals.


Description:
Niki Vogler called this morning to reschedule the March 4th enrollment. The NEW date will be March 18, 10:00-2:00.


Description:
Called and spoke with Diane Tatum about possible affiliation with Allegacy. I told her that Niki's Mom Sandra Maness worked there and thought Allegacy would be a great employee benefit for them. I briefly went over some of our products and services, but Diane did not seem very interested. I e-mailed her the employee interest survey and asked her to get back to me soon. I also mailed her a packet of information on Allegacy today.


Description:
Called and spoke with Steven about possible affiliation with Allegacy. He liked that we added a second financial center on E. Mountain St. I mailed him an information packet on Allegacy today.


Description:
Karen Morgan and I visited and spoke with Susan Rose about possible affiliation with Allegacy. Susan originally contacted Allegacy first with interest. We left her several brochures and materials about the credit union. She shows very strong interest in wanting Winston Neurology to join AFCU.


Description:
I talked to Eric Meyers. They have a relationship with Summit so Ike told me to back off. They also have manual payroll


Description:
Jimmy said that the delegates at the state convention voted to investigate looking for a partnership with credit unions. He said that the members are scattered throughout the state and our credit union was recommended. He researched websites and saw that we had relationships with other community organizations. He said that they cahrge dues about $15. He is going to take the information to his board on Friday March 5th and call me after the meeting.


Description:
Cathy Pace called her friend Kris Ambrose . Her husabnd is Chuck the president of the university. She knew her from the ride to ribbon campaign they worked on together. She gave us Michelle's contact information. I emailed information to her. We had mailed a packet to her back in December.


Description:
there are 1842 students.230 employees.

Michelle called and said that they are going to Affiliate with Allegacy. They are working on the paperwork.


Description:
There are 1,673 total students for graduate and undergraduate. 164 faculty.


Description:
I talked in great detail with Carl about our affiliation. He told me that they are looking at Coastal and Piedmont aviation as potential sponsor partners. I volunteered to do a comparison of the credit union with Allegacy. I collected information from their websites and gave to David to put in a powerpoint presentation. We had to get compliance approval from AIG to put their information in the packet. David did a great job putting this together with charts comparing the information. I mailed packet to Carl on 2/24. I call Carl to let him know it was delayed in mailing due to compliance approval.


Description:
left message for Cletra about holding the board meeting on March 1st. @ Allegacy.


Description:
Henry Russ emailed me about the emergency loan program. He said that they were not quite ready to implement but that Mark Sears could go ahead because they are a separate entity.


Description:
received a request from our website to offer credit union to the staff. I emailed him the information for him to complete.


Description:
I called and talked with TC about credit union affiliation for the families of the little league. She said to mail her the information so she could take to the board of the directors. She said her husband was on the board. She said they have 400 children signed up to play ball this spring.


Description:
Lorainne mentioned to me at the board meeting that we should try to get this group since we did work things out with Twin City. I contacted the President to give him information on the association.


Description:
I called to inquire about adding this new YMCA to our field of membership. They already have a relationship with Charlotte Metro. They told me that they are a part of the Greater Charlotte YMCA. We would need to have locations that are convenient for all of their locations to be a good fit for  them.


Description:
Called and spoke with Randy about possible affiliation with Allegacy. He had mentioned that several of his employees were interested in joining AFCU and he would strongly consider partnership. He has asked me not to send anything in the mail yet, however, he commented that he is going to follow up with me again in about a week or so. (They are currently experiencing payroll problems and want to get those worked out first before making final decision on Allegacy).


Description:
Called T. W. Poindexter about possible affiliation with Allegacy. At first he did not seem very interested, however, as I spoke more about the credit union benefits, he agreed to let me send the employee interest survey and a packet of information in the mail.


Description:
I called June about their payroll form. We need an electronic copy of it for the grapevine edition. They require their own direct deposit form and we are trying to get them all loaded so they can be completed online.


Description:
I called back to talk with Larry Hinsdale. His secretary answered the phone and told me that I actually would need to Talk with Paula Beaver. She transferred me to her number. I got voicemail. I left a message for her  regarding a partnership and Paul Wiles' recommendation.


Description:
I called to follow up. He asked about locations in relation to all of their restaraunts. They are opening up a new one in Charlotte. So they were very interested that we have an office and are opening up another one this year. He told me to keep following up with him


Description:
I called to follow up with Randall. There was not an answer or voicemail that picked up.


Description:
Called and spoke with Bonnie about possible affiliation with Allegacy. She mentioned the Garden Club currently had accounts and a CD with BB&T, however, their certificate rate was "pathetic." When I told her about Allegacy's CD rates, she was very excited and asked me to send her information on us. I am sending that out today and will follow up with her in a week.


Description:
Called Bob Salek about possible affiliation with Allegacy. He was in a meeting, so I spoke to his secretary. She passed on some information about Allegacy to him and he was very interested. I called her back 30 minutes later and she gave me the go ahead to send our packet of information.


Description:
Called and spoke with Gladys' husband at her house. He mentioned Gladys was out of town this week, however, she ahd mentioned possible interest in Allegacy after I sent her information. I left my number and she will call me back next week.


Description:
Janie Dyer requested that I mail some "simplified" information to them on Allegacy for them to pass out to their employees. She commented Wachovia had a sheet of paper which listed all of their products and services and hoped we had something similar to that. Belinda had me mail approximately 75 checking brochures.


Description:
I talked with Gary and he is interested in this. I have mailed detailed packet to him and will follow up.


Description:
An employee of Winston Nuerology called Karen Morgan to let her know that Susan Rose had to go in for unexpected back surgery this week. Susan may be out of the office for the next 4 to 6 weeks. However, there is still very strong interest, and Winston Neurology will be getting back in touch with us just as soon as Susan recovers.


Description:
Received a website request for information from Barney Ratliff. He had told me he would contact me late February and has remained true to his word. I will mark to follow up in about 1-2 weeks.


Description:
Called and spoke with Doug Stimmel to see if he had received our packet of information sent to him several months ago. He had not had much of a chance to review the materials, however, would like for an Allegacy employee to come on-site to speak to him and his employees about the benefits of the credit union. The date we set up for that meeting is March 16th at 4:30pm.


Description:
Called and left a voicemail for Tony Santarelli about possible affiliation with Allegacy. Will follow up with him again next week.


Description:
Tony called me back and I spoke with him a little bit about the benefits of the credit union. He referred me to Bill Buitendorp who I also spoke with. They mentioned Village Tavern had considered affiliation with Truliant once, but since they had so many locations nationwide, they did not want to only be able to extend the benefit to some of their employees. I gave Bill my number and asked if I could send him some information that he and Tony could review. I will send that out today and follow up again in about 2 weeks.


Description:
received a call from Beth Hudnall requesting 50 packets. I mailed by UPS. To Indiana.


Description:
Held enrollment from 2:00-4:00 with the following results: 1 new member, 3 checking, 2 direct deposits, 2 P/R, 1 loan, 3 VISAs, 2 overdrafts, 1 mortgage referral.


Description:
Conducted sign-up on 2/26/04 with Katherine (mortgage), Denise (Allegacy Investments, and myself. People were very interested and pleased with our mortgage presentation/information. We saw 12 people. 
2 Payroll Deductions for new members
2 Payroll Deductions for old members
4 New Members
1 Eagle Plus
1 Totally Free
1 Holiday 
1 Vacation

The format of the sign-up worked very well. We had scheduled 15 minute presentations of general products and services, mortgage, and Allegacy Investments.


Description:
Conducted sign-up on 2/27/04 with Katherine (mortgage), Denise (Allegacy Investments), and myself. People were very interested and pleased with mortgage information/presentation. 
We saw 14 people:
3 New Members
1 Payroll Deduction

* One VP has his ARM with Allegacy and will refinance as a result of his conversation with Katherine (fees are approximately $1400).

The format of the sign-up worked very well. We had three presentations: general products and services, motgage, and Allegacy Investments. Each lasted about 15 minutes. Individual questions/ sign-ups followed. Prior to the event, there was an e-mail sent out announcing presentations.


Description:
called to set up enrollment
ethel will have debra call me back


Description:
I contacted the headquarters for Bayada Nurses in New Jersey. They are in the process of adding a group banking program for their employees. I asked if we could offer the credit union services to the employees in Charlotte due to our location there. She said we would need to offer the benefit to all employees. I prepared information required for NCUA approval of a seg with 5000 employees in 15 states. I mailed her the information. I talked with Joe at NCUA and he said we should be able to get this group approved if the headquarters are in a reasonable proximity to our financial centers. They are 87 miles apart. There is a service center that is 30 miles apart in Trenton.


Description:
Held enrollment during orientation from 12:00-1:00. Spoke with several potential members who signed papers, but wanted to take them home to run by their spouses. I referred them to our financial center located directly beside the hospital and our main office number.


Description:
Article on the NC Business Journal that Orthofix bought Vista, california based BREG which sells orthopedic products to hospitals and physician offices for 159 million.


Description:
Julie Garner called and asked for us to mail 25 packets to Remington for new employees. I shipped these out this morning.


Description:
Spoke with Scott Thompson (recently met him at my church) about possible affiliation with Allegacy. He told me he uses our ATMs all the time and had often considered joining the credit union. I briefly spoke with him about the benefits and put together our package of information for him.


Description:
Spoke with Mike Meyers about possible affiliation with Allegacy. He commented he was not interested at all in offering the credit union as a benefit to his employees. I asked him if I could send him our employee survey, and he requested that I not. He had no desire to speak on the issue.


Description:
Left a voicemail for Sue Southard to follow up on the information I sent her two weeks ago. If I do not hear back from her in 2-3 days, I will try reaching her again.


Description:
Left a voicemail for Gladys to follow up with her on the information I mailed her on Allegacy. If I do not hear back from her in 2-3 days, I will try reaching her again.


Description:
Gladys called me back this afternoon and commented she was not interested in affiliation with the credit union. I explained to her that all members in the golf association would have eligibilty for individual membership if they affiliated with the credit union. However, Gladys said she still had no interest, but appreciated us contacting her.


Description:
Called and left a voicemail for Dennis Hutchinson about possible affiliation with Allegacy. On the message I mentioned our locations in Kernersville and the jaycees possible eligibility because they are a non-profit organization. Will try to reach him again at the end of the week.


Description:
Received an e-mail from Bob Russ about coming out to EMS Management and speaking to him and his employees about the benefits of Allegacy. I replied to his e-mail, and left him a voicemail about setting up a date for us to come out their and meet with him.


Description:
Left voicemail for David Lambert to follow up on the Allegacy information packet sent to him several months ago. I gave him my contact info, and will continue trying to reach him through the week.


Description:
Left a voicemail for the manager of Kernersville Electric about possible affiliation with Allegacy. I mentioned our newest financial center in K-ville would be convenient for their location. Will follow up again with him later in the week.


Description:
Called and spoke with Randall to follow up on the packet of information sent in January. He had not had the chance to review the materials yet, however, mentioned that he would this week. He asked that I call back in one week to follow up again.


Description:
Called and spoke with Tony about possible affiliation with Allegacy. He showed strong interest and requested that I mail him our packet of information. I sent it out today and will follow up in 2 weeks.


Description:
Called and spoke with Regina about possible affiliation with Allegacy. She commented that several employees were already members with AFCU through other family members. I spoke with her about offering the credit union as a benefit to all her employees. She asked that I send her a packet of information that I mailed this afternoon.


Description:
A markeitng person came into our new Kernersville location requesting membership for the company. I was given Karen Blue's phone number as a contact. I called and left her a message about our services and told her I would mail her an information packet.


Description:
Spoke with John to follow up on the packet of information sent to him 2 weeks ago. He said he was still possibly interested, but had not had a chance to review the materials. He asked that I follow up with him again in about a week and he would be happy to discuss it.


Description:
I called and left a voicemail message for Carl about the comparison we mailed on the other credit unions. I wanted his feedback and to see if he had any questions.


Description:
I called Barney to make sure that he received the packet. He said he did and they are in the preliminary stage of this. I asked him if he had any questions or concerns that he would like to share. He said they would probably have some questions as they get together and explore this more but right now he did not have any. He asked me to contact him back in a few weeks.


Description:
called and left a message for Paula Beaver again. She is the VP of Human Resources. I have in past called and left messages for Marianne, the director of Compensation and Benefits.

I mailed packet to this location.


Description:
I called and lef ta message on the main number for Bob Middleton. He is the new president. Bob is retired and does not work. Their dues are $10 month. 40 of them meet monthly. There are a total number of 80 members. This is a private club with eligibility requirements. They meet the fourth Thursday of every month.


Description:
Called and spoke with Sherry, their manager on duty, about possible affiliation with Allegacy. She had no interest in the credit union and said she did not want to offer us as a benefit to her employees. She was negative in tone and hung up.


Description:
I received a voice mail from Marion Stamopoulos, the Director of Compensation and Benefits. She said that the board is not interested in adding a credit union benefit. She said that they have several local bankers on their board of directors. The employees have not expressed interest in joining a credit union and until then they would not pursue. She said that she has materials from a credit union down the street and another one as well. They have bank at work programs in place and the employees are content at this point. She wants me to send her a packet to put in her file.


Description:
Called and talked with Wendy about payroll options. She said that Carl Naylor the general manager would have to make that decision. He was not available to speek with us. Left message for him to call. We also asked to set up an appointment and Wendy said we would do that with him.


Description:
Called to speak with Debra about payroll options. They told us to call her at her home number of 751-1980. Got her answering machine, left message for her to call me back.


Description:
called to talk about payroll options. Our contact person is Mandy Ball. They already do direct deposit. It is processed by Tammy Huben. She is out this week and will be back next week. She is going to call her on the 8th and then get with us for changing over to direct deposit.


Description:
Previously tried calling the human resources department several times and kept getting voicemail. Today I left a message about possible affiliation with Allegacy and asked that they call back at their earliest convenience. If I haven't heard from them in a few days, I will follow up with them again.


Description:
Talked with Tim about payroll. He is currently sending deductions by fax and taking the check to Forsyth hospital location. He wants to continue this way and understands that we will not post until we have funds.

Scheduled enrollment for staff March 11th 10:00-11:00 a.m.


Description:
I called Henry to follow up on our meeting in Clemmons. I wanted to see if he had received all of the paperwork I mailed to him. I also wanted to know if he had an opportunity to take this to the association for approval. He said they are very excited and interested in this. He is going to check with the secretary to make sure this is complete.


Description:
Henry came to our office with the paperwork. I submitted to NCUA for approval.


Description:
received NCUA approval for this association. There are 92 masons in the lodge of Clemmons.


Description:
Called and spoke with Bonnie to follow up with her on the information packet sent. She said she reviewed the materials and presented it to the members of the garden club, but no one was interested in individual accounts or changing their CD to Allegacy. Bonnie was very nice, and I left her my contact info in case anything changes in the future.


Description:
Called and spoke with Sue to follow up on the information packet sent a few weeks ago. She said they had not had a chance to review the materials yet, however, would do so as soon as possible. She sounded rushed at the time, and asked me to call her back in about 2-3 weeks. I will follow up with her then.


Description:
Called and spoke with Cal Craddock about possible affiliation with Allegacy. I mentioned our convenience to their location and a little bit about our products and services. He said they were doing some restructuring of the company and did not want to make any financial institution changes at the time. However, would consider affiliation with Allegacy next year once the company finishes going through reconstruction. Will mark account as lost for now.


Description:
Received a call from the human resources department. I spoke with them briefly about the benefits of the credit union for their employees, however, they already have a partnership with Bank of America. I asked if Carowinds had ever considered credit union partnership and she said "yes," but ultimately choose Bank of America headquartered in Charlotte. I sent her an employee interest survey and a pakcet of information on Allegacy. Will still try to follow up with her in 2 weeks.


Description:
Received a call from John Deana, atlanta office of NCUA. He said that he has received all the paperwork from this request and everything is in order. He stated that I should not expect to hear anything.


Description:
I received a call from NCUA, Sharon Daigle. She said that she has received a letter from Krista Tillman at Bell South stating that there is a misunderstanding as to the number of employees working , paid or supervised from Charlotte. She said the number of such employees is significantly in excess of 3000. Sharon stated that  I will need to submit a new application for the group and if it is over 3000, this requires additional information and submission to their headquarters for review and approval. 
I called my contact at Bell South, Chuck Greene and left a message. Background information: Chuck stated that Krista Tillman and himself did receive "heat" for recommending our credit union affliliation. He said that Telco credit union 's board is made up of Bell South employees that manage several states in their realm of responsibility. Therefors, he will not be willing to do anything to promote any credit union or bank in the future. He stated that we will not be able to do onsite promotions at all. He will not send out any communication to his staff at all.


Description:
I mailed a pen to Carl as a token of appreciation for considering our credit union affiliation.


Description:
received a voicemail from Don Monroe that they talked about this at the last meeting and there was not enough interest to pursue further. He said that the existing members of this association were afiliated with Allegacy and that there was not a lot of interest in adding new membership to their association.


Description:
Spoke with Carol Sauers about possible affiliation with Allegacy after eating lunch at the Club. She informed me Carol Knouse had previously spoken with her about possible affiliation, but there was no follow up. I told Carol Sauers I would be her new contact at Allegacy and we set up a meeting for Wednesday (3/10) for me to come in and eat lunch and talk more about the credit union. Carol is very interested and wants to hear more.


Description:
Had a lunch meeting at Twin City Club with Carol about possible affiliation with Allegacy. She showed a very strong interest and has even suggested other companies that may be interested in affiliation. I left her our information packet and told her I would follow up in about 2 weeks. Today I also mailed her some info on our new PFP - Family Security Plan insurance and submitted an AIG referral to Dave Solomon for her.


Description:
did sign up on 2/20/04
10 mbrs, 9 checking, 2 holiday/vacation, 9 pr ded, 1 loan, 2 visa, 2 overdraft & 2 pfp.


Description:
held enrollment at main office on 2/24/04
10 new mbrs, 5 checking, 2 holiday/vacation, 6 direct deposit, 5 pr ded, 1 loan, 3 visa, 1 overdraft, 3 pfp, 4 aig, 1 mort

did another enrollment at bolton street location on 3/9/04
1 new mbr, 3 car loans, 1 aig, 1 checking, 1 overdraft


Description:
did enrollment on 2/24/04
2 new mbrs, 4 checking, 1 holiday/vacation, 4 direct deposits, 2 pr ded, 1, visa, 1 equity, 1 overdraft, 1 aig.


Description:
held enrollment on 2/25/04
1 new mbr, 1 pr ded, 2 visa, 2 equity, 3 aig, 1 mortgage- Matthew Alspaugh (rep) said he would be interested in participating in the golf tournament in october


Description:
went for enrollment on 2/25/04
4 new mbrs, 3 checking, 1 holiday/vacation, 3 dir deposits, 2 pr ded, 1 visa, 1 overdraft, 1 aig


Description:
I received a call from Sue Howell. She was asked to call us on behalf of Mr Welch. She wanted to know how they go about dropping members and switching to Allegacy. I told her that we encourge the employees to maintain their accounts at all credit unions. That we would just be a second choice for the employees. She also told me they do not have direct deposit in place. I told her that is a requirement for us. She will get back to me after they research this more.


Description:
called guy ferrier and left a voice mail regarding a potential date for sign ups


Description:
called a left a message regarding the next home builders meeting.  Hoping to be able to come in and talk to members about Allegacy.


Description:
left message for wanda to call me re: enrollment


Description:
lvm for john to call me back about an enrollment


Description:
left message for teresa to call me regarding enrollment


Description:
Called to follow up with Diane Tatum to see if she had received our information packet in the mail. She said she had not review the materials yet, but plans to this week. I mentioned that I would be happy to come out and speak with her about the benefits of the credit union. She has declined that for now and still wants to think about it and find out what her employees want. I will look to follow up again with her in a few weeks.


Description:
Spoke with David Lambert to follow up with him about the information packet sent to him a few weeks ago. He commented that he is still reviewing the materials and wants to think about it some more, but he will contact Belinda Wilson when he makes his decision. He was very nice on the phone and sounded very appreciative that I had called to follow up with him.


Description:
Received an e-mail from Bill Buitendorp thanking me for sending Village Tavern info on Allegacy. He has decided not to offer our credit union as a benefit to his employees, however, will keep my card if he ever changes his mind at a later date.


Description:
Send pakets with Allegacy info to Heather.


Description:
scheduled enrollment for 4/9/04
also scheduled one for june 10th which will be their quarterly meeting


Description:
Talked with Sandra and since the locations are so spread out I plan to send her an email offering the 50.00 for checking and she said she would send it to all of the managers at all of the locations.


Description:
Met with Bob Russ and the owner of EMS about affiliating with Allegacy. They are very interested in partnership with us and are filling out the papers now to complete the process. I am sending a referral to Dave Solomon and AIG.


Description:
Talked with Susan and she said that the benefit enrollments will be around 5/5/04, 5/6/04 & 5/10/04
She will call me back with definite details once she confirms the dates with the supervisors of each location


Description:
Scheduled enrollment for march 23rd from 1-2


Description:
Called and left message about possibly going out on 4/12/04 after the hospital orientation and visiting with the company


Description:
Called and spoke with Wanda and she said that the truck drivers are always out and it would be very hard to get all of them together.
She did say that I could email her with information and she would put it in their checks.


Description:
lvm with John Evers who is the hr manger about enrollment - 
stephany is no longer with the company


Description:
enrollment has been scheduled for march 30th


Description:
Met in a conference room with approximately 20 employees to discuss the benefits of Allegacy. Doug Stimmel was not present during the meeting because he had a prior commitment. Stimmel Associates are not in our field of membership yet, but the employees are very enthusiastic about the credit union. I will follow up with Doug this week since the employees had a high interest in Allegacy.


Description:
board approved name change to Audio Video One, Inc from Carolina Alarm and Sound.


Description:
Held enrollment with presentation from 9:45-11:00. Spoke to approximately 20 employees with the following results: 6 new members, 3 P/R, and 1 mortgage referral.


Description:
Left a message with Bob's secretary for him to call me back. I let her know I was wanting to follow up with the information packet I had sent him.


Description:
Received a call from Regina. They are doing an employee benefit fair on March 30th from 7am-4pm.


Description:
Held enrollment from 10:00-2:00, with the following results: 3 new members, 2 DD, 1 P/R, 4 checking, 1 Overdraft, 3 mortgage referrals.


Description:
Left a message for Ludmila to call me back about possible affiliation with Allegacy.


Description:
Received a request for 25 packets. She said employees are very happy with credit union benefit. I invited them to attend the seg luncheon in May.


Description:
I called and left a message for Carl to followup.

I called back on 3/23 Left him a voicemail that we have a potential location that we have the lease information on potential sites in the area and we would like his input.


Description:
Called and left a voicemail for Doug following up on my on-site visit to his office last week. I have spoken with several of his employees this past week who were interested in Allegacy that had questions about our products and services.


Description:
Called and spoke with Randall to follow up with him again. He said he reviewed Allegacy's materials but was not interested in affiliation. He asked that we not call again.


Description:
Left a meesage for John Owensby following up with him again.


Description:
Contined trying to reach manager, but have still not received a response. I am marking this as lost.


Description:
Called and spoke with Regina to follow up with her on the packet of information I had sent her. She said she has reviewed some of the materials and is currently distributing the interest survey to her employees. She will call back if she finds there is any interest in Allegacy. I gave her mine and Belinda Wilson's numbers.


Description:
note to file:

enrollment was not done
bill sparks called and said that his manager did not want us coming to the location
I will be sure to keep in touch with company


Description:
Left a message for Lee Smith about having lunch at FCC tomorrow. I asked if he would have a few minutes for me to go over some materials regarding possible affiliation with Allegacy. Lunch is scheduled for 3/23/04 at 12:30.


Description:
Spoke with Tony to follow up with him again. He said that only 15 employees are full-time with direct deposit, and the other 550+ employees are seasonal and are paid through ADT (and are handed their checks). Will check to see if there is a possibility of them being approved.


Description:
Received a call back from Doug Stimmel. He has decided to affiliate with Allegacy. He asked that I resend him our packet of information with the correct forms to fill out in order to affiliate. I went over the detailed instructions of what he needs to do next. I am mailing out the packet again to him today.


Description:
Can't seem to reach Donna Pranke. She has not return any phone calls. Moving this account to lost.


Description:
Met with Lee Smith regarding affiliation with Allegacy. He is opening an account with us through his fiance's membership and had a lot of interest in our products and services. I left materials with him and a listing of our current rates. We scheduled a follow up in 2 weeks.


Description:
Received a letter from Blumenthal stating that they have been purchased by Universal Health Care. Choice Health management company is responsible for the day to day operations. Ed Chris is the administrator.


Description:
Called Derwin Lackey back, he had left a voicemail with Belinda Wilson asking that we send info to his non-profit organization regarding affiliation. I spoke with him and answered a few of his questions. I am mailing out our packet of information to him today.


Description:
Called their human resources department to follow up. Because of their partnership/sponsorship with Bank of America, they are not interested in adding another financial institution. They like what a credit union is, but are offered a lot with BOA and have a history with them. I am marking this account as lost.


Description:
I have continued trying to follow up with Dennis Hutchinson by phone. I have not been able to reach him. I reviewed the Kernersville Jaycees website and pulled several jaycee's e-mail addresses. I sent an e-mail with my contact info discussing possible affiliation with Allegacy.


Description:
Called and spoke with Ludmila about possible affiliation with Allegacy. She had a strong interest and asked that we come to Charlotte to do a presentation on our products and services. I mailed her a packet of information on us today. The presentation will be scheduled for the first week in April.


Description:
Met with a friend of mine who knows the manager of the Pidemont Club. I mentioned to him that I wanted to approach the Club again regarding possible affiliation with Allegacy. He spoke with Peter Grzan and got a meeting scheduled for me on March 30th at 9:30am.


Description:
Left a voicemail for Susan to follow up with her on the meeting we had several weeks ago. She is still out of the office due to surgery, however, is expected to return sometime next week. I asked her just to call me at her earliest convenience, but there is no rush. I let her know that she was in our thoughts and hoped her surgery went well.


Description:
spoke with melissa and she stated that we needed to get clearance from lisa johnson hr director…
I left lisa a voice mail asking her when we could come out and also asking her to goto lunch that day
melissa said that she would call me back as soon as she heard lisa's response

melissa also told me that they are currently hiring about 25 people per week - I asked about coming to the orientations and she said it would just be too hectic for us to be able to come during those.


Description:
Talked with katie and she said that at this time her staff has not changed and they are not showing much interest 

she said she will call me when they decide to do their next staff meeting and we can come and speak


Description:
Called Laura Harrell and left voice mail re enrollment.


Description:
lvm for mike to call me about enrollment


Description:
spoke with debbie boyles and I plan to take 50 packets Monday


Description:
tenative schedule for 4/20/04 for both staff meetings
I am supposed to call danita hooker on the 31st to confirm


Description:
Scheduled to go out on 4/19, 4/21 & 4/23 for volunteer week


Description:
scheduled for enrollment on 4/13/04
will be seeing aegis staff and iliant


Description:
Luci called and wants us to come back out on 4/2/04


Description:
Met with Peter Grzan at 9:30am about possible affiliation with Allegacy. He said they have a strong relationship with BB&T, however, he is always looking to offer new benefits to his employees. He likes the idea of a credit union being offered as a choice. He has asked me to come back and complete a presentation at the end of April during their monthly staff meeting. Peter was very nice, and a pleasure to meet.


Description:
Derwin Lackey stopped by Westbrook this afternoon around 1:00 and dropped off the request for affiliation paperwork.


Description:
Continue leaving messages and voicemails for Bob Salek to follow up.


Description:
Spoke with Nan Griswald about possible affiliation with Allegacy. I am scheduled to meet with her and their finance officer on Tuesday, April 6 at 3:00pm. I am mailing out information packet today.


Description:
Called and talked to Carl Sorenson. Told him about new atm network. We talked about the possible branch location at exit 33. He felt this was good location that several employee live up this way. He also mentioned that is where PACU is putting their location. I asked him if he needed anything else in addition to the packet we sent. He said that the information was fabulous and that he did not need anything else. He told me they are kicking the idea around. He said to call him back in one month but I may call you before than. He said they are looking for a variety of financial institutions and may offer all of them to the group.


Description:
I spoke with Jimmy Gentry  and he said that his group is having a conference call next week and their regular meeting June. I told him about the new atm network. He is very interested in e services because the membership is scattered throughout the state. I told him about our services and our website. Emailed information on the atm networks that will help with state wide employees.


Description:
Karent Trower recommended that I contact this company. They provide security for the Kraft folks in East Hanvoer and Parsipanny. She gave me the contact person so I emailed her the information on affiliation. She has a contact Brett Wooley that gave her contact information for the company.


Description:
received an email request to provide information to this company on affiliation. I have emailed the contact and thanked them for their interest. I mailed a packet of information to the contact address lsited.


Description:
Spoke with Scott Thompson again about affiliation. I am sending our information packet in the mail to him today. Will follow up with him again next Sunday.


Description:
I followed up with Barny about credit union affiliation. He said that the company is adding several new benefits this year and they would just like to wait until next year to implement the credit union benefit. He said he would be in contact in 8 months. He was very excited about the new cuop network for atm accessiblity.


Description:
I called Karen Blue and inquired as to if she has received the packet of information that I mailed to her. I mentioned in my voicemail that several of her employees have come into the mountain street facility requesting affilaition. I offered to take her to lunch to discuss the benefits of credit union membership.


Description:
received apperwork for affilaition. I submitted to NCUA but due to the number of miles to a service facility I am going to have to work on approval.


Description:
Left a voicemail for Peter about setting up the Allegacy presentation at their next monthly staff meeting.

Peter returned my call and we set up a presentation for his staff on April 22 at 3:00pm. He said it would be ok for me to bring premiums and distribute information.


Description:
I received the revised bylaws. I submitted application to NCUA for approval.


Description:
Received an email request from the webpage that she is interested in information on affiliation. I called and left a message at the number listed for the contact. I also mailed a packet of information


Description:
I called to follow up and see if she had received the packet and if she has any questions. I did get her voicemail. Left message


Description:
Received an email from Sharon that stated that it was down to Truliant and Allegacy. She asked five questions. I responded and included a comparison of the two credit unions. She responded back and said that she was very impressed and so was her marketing department and that she would be in touch. She had given us both a deadline of 4-8 and she was was waiting for the information from Truliant.


Description:
Received application for affiliation. NCUA approval 3/29/04 Set up initial enrollment for opening ceremonies April 3rd. 11-1 Ordered Blue Ridge Ice Cream. Selling tickets for $1 with proceeds going to the little league. Also we are sponsoring a sign for $350. 

Anya, David and I will attend the Saturday picture day to promote Allegacy.


Description:
Belinda Wilson gave me Sheryll's e-mail address to contact her about possible affiliation with Allegacy. I sent her an e-mail discussing the benefits of partnership with Allegacy and included a link to our website. My contact information was at the bottom of the e-mail.


Description:
Spoke with Melissa Michos about possible affiliation with Allegacy. She requested that I send her some information in the mail. I am sending out our packet today.


Description:
Received paperwork from company wanting to affiliate.


Description:
I called this potential company. They are relocating their office into Mooresville the Fairview Center that we are considering putting an office at. They hae 40 employees and are currently located at exit # 28. She is very interested and asked me to setup an appointment for April 29th. She wanted to wait until after tax season to pursue.


Description:
Called and spoke with Tom Laydon about possible affiliation with Allegacy. He seemed somewhat interested and said he expects his business and number of employees to grow. He requested that I send him some information in the mail. I am sending our information packet out today.


Description:
Left a voicemail, and sent an e-mail to Ludmila asking about the date and time they would like for us to come down to Charlotte to give the presentation.


Description:
Talk to Judy about payroll. She will mail check directly to the credit union. Will contact Angie.


Description:
Met with Nan Griswold and Gary Elkins about affiliation with Allegacy. They both seemed very interested and requested even more information on our products. I am sending Gary info on Allegacy investment group and the Family Security Plan. Both of them were very pleasant and mentioned they wanted to do everything they could to offer the best benefits to their employees. Will follow up again with Nan soon.


Description:
Spoke with Nikki and e-mailed her about possibly getting her Mom's help in getting our feet in the door here. I mentioned to Nikki that Diane Tatum has not been very receptive to Allegacy, however, I believe if more employees of Robinson and Lawing knew about us, there could be a higher interest in affiliation. I would like to be able to give a presentation to the staff. Will continue working on this potential group.


Description:
Called to speak with Alyssa White about possible affiliation with Allegacy. She referred me to Pam Cantara who is their office manager. I spoke with Pam about the benefits of membership with Allegacy and she has requested for me to send some information in the mail. I will get that packet sent out to her today. Pam also thought it was a great idea for me to come out there and personally meet her and Alyssa to go over a little bit more about Allegacy.


Description:
Mailed:
50 Membership Packets
25 Paper clipholders
     Pens
     2 year Arm flyer
     Low Doc flyer
Payroll forms, loan liner, membership apps, new / change account apps, visa apps, Hunting for Doe flyer promoting checking account campaign, co-op network badge, WebBanking and WebPay start-up kit, and entry forms for gift card. 

For sign-up scheduled on April 19 from 10:00-1:00 that Irene will attend.

Additionally, I e-mailed SEG rep a sample e-mail to send to all staff announcing sign-up, new ATM network, and checking account campaign.


Description:
Mailed the following for sign-up scheduled on 4/20, which Irene will attend from 12:00-3:00:
50 Membership packets
25 paper clipholders
     pens
     low doc flyers
     2 year ARM flyer
payroll deduction form, visa apps, new/change account apps, membership apps, loanliner apps, entry form for gift card, Webpay and WebBanking startup kit. 

Additionally, I will e-mail the SEG rep a sample e-mail to send to all-staff announcing sign-up, new ATM network, and $50.00 checking account campaign.


Description:
Left a previous message for Lee that I was going to be having lunch at the country club this afternoon, but I never heard back from him. I tried catching him in his office, however, he was at a meeting. I ended up leaving him a voicemail telling him that I was sorry I missed him, but wanted to follow up with our previous meeting together. I will look for his call in the next day or two, and will try following back up with him soon.


Description:
Spoke with Steven to follow up with the information packet sent to him several weeks ago. I had been trying to reach him for the past 2 weeks and left several voicemails. He said that he spoke with his employees and distributed the interest survey, and there was not a whole lot of interest in Allegacy. I told him I would be happy to come out there and give a presentation so his employees so that they could have a better understanding, but he was not interested. Marking account as lost.


Description:
Received a phone call from Crystal wanting information about affiliaiton. I returned her call.She said that they have 1000 employees in North and South Carolina that want to affiliate with Allegecy.
I delivered packet of information to company's headquarters. They are also looking at Truliant.
Due to the fact that this is mainly retail, I will not do extensive follow-up.


Description:
plan to go back out on 5/28/04
in service date for staff


Description:
Spoke with Bob's secretary again, trying to follow up with the information packet I sent several weeks ago. His secretary is very nice, and I mentioned to her that I would love to set up a time to come meet Bob in person and to discuss the benefits of membership at Allegacy. She is going to look into scheduling something for us, and asked me to call back at the beginning of next week.


Description:
Received an economic advisory from the chamber of commerce about this company adding 270 jobs. I called HR office. They are headquartered in San Diego. I am mailing a packet to the contact person locally and also to the main office. Total employees in the company is 949. In Charltote 400 now but they are adding 270.


Description:
Left a voicemail for Juanita about possible affiliation with Allegacy. I mentioned that we are a free benefit and have several other private schools in our membership such as FCDS, Summit, and WFU. Juanita is out on vacation right now and won't be back until April 19th, so I will try following back up then.


Description:
Spoke with Robert Watson who I knew previously and have met several times. We talked about possible affiliation with Allegacy again (this account was lost in 2000). I am sending him our information packet along with a current listing of our rates. He loved our current mortgage rates when I discussed them with him.


Description:
In August 2003 they announced a new opening for a facility to develop semiconductor chips used in cellular phones.


Description:
Spoke with Mick about possible affiliation with Allegacy. I am sending him an information packet in the mail today. I mentioned that I would be following up with him in 2 weeks, or he could contact me before then if he has any questions or needs anything.


Description:
Called and spoke with Bobby White about possible affiliation with Allegacy. He is very interested in partnering with the credit union. We have scheduled a meeting for Monday, April 12th at 1:30pm.


Description:
Called and spoke with Josh Weaver about possible affiliation with Allegacy. He was very nice and requested information in the mail. I am sending him our information packet today. I told him I would follow up in about 2 weeks and would be happy to come out there and meet with him after he has had a chance to review the materials.


Description:
I met Jerry Nantz, VP Commercial Division, at the Chamber University Luncheon.  He is very interested in meeting to talk about Allegacy.  Would like me to meet with Mark Deboo, the President as well.  They do not currently offer direct deposit but have been considering it.  Told me that all of his employees would be interested in the $50 checking account special.  Wants me to check to see if we run reports on our direct deposits.  He is looking for a checks and balance system for his company in case of payroll error. I spoke w/ Rick Jennings and we do not offer any type of report like that.  I e-mailed Jerry to set up a meeting w/ Belinda.


Description:
Called and spoke with Pam about setting up a meeting to discuss the benefits of Allegacy. We are scheduled to meet on Wednesday, April 14th at 10:30am.


Description:
I spoke w/ Vernon.  He has permission to shop for a local credit union.  They have locations in Roanoke,VA; Columbia, SC; Greenville, SC; Asheville, NC; Hickory, NC; Statesville, NC; Greensboro, NC; Charlotte, NC; & Monroe, NC.  Geographical location is his #1 considertion when choosing a local credit union and his emphasis is on Asheville, Greensboro, & Charlotte because they are the largest.  Will offer direct deposit but wants all payroll deductions to be handled on our end.  Will allow onsite presentations and possibly a link to their intranet.  I mentioned the possibility of a location in the shopping center in Huntersville and asked if that would be convenient for his employees.  He said Exit 23 would be very convenient.  I offered to send him a comparison of the other local credit unions with Allegacy as well as service center locations and ATM's for the other sites.  He wants me to e-mail him or call when I have all the information ready.


Description:
Called and spoke with Nan to follow up with our meeting on the 6th. She and Gary had a few questions that I answered. They are interested in affiliation with Allegacy. They are taking the proposal of the credit union to their board on Thursday.


Description:
Belinda Wilson and I met with Bobby White and the general manager. They were not very interested in offering Allegacy as an employee benefit, however, wanted us to offer indirect lending to them. We referred Bobby to Ken Elkins about this. Since we don't currently offer local indirect lending, they did not seem very positive about Allegacy.


Description:
Attended employee orientation from 11:45 - 12:50.  Gave out several member kits and picked up one completed application.  Told employees I will be at the ATM on Wed between 11:30 - 1:30 to pick up apps.


Description:
Karen mailed information packet to Mr. Goldstein. He was in financial center doing a loan.


Description:
Rita and I met with Terri, who is the wife of the president of the roofing company. She works with the chamber for Charlotte in recruting members to join councils. She gave us advice on which committees to partake in. She told us Melinda does payroll. Kelly is the office manager.


Description:
Spoke with Tony about possible affiliation with Allegacy, they already have their own credit union and are not interested in adding another one.


Description:
Received an e-mail and call from Ludmila about meeting with her to present information about Allegacy. I returned her phone call and we set up a meeting for April 14th at 3:00pm. Anya Pacyga will attend this sales call with me because Ludmila is also Russian speaking along with several of her international employees. All employees speak English as well.


Description:
Called and spoke with Sandra Roark about possible affiliation with Allegacy. She did not seem very interested in the idea of a credit union, however, told me I could send her some information. I mentioned that we are a free employee benefit and are conveniently located to their offices on Statford Rd.


Description:
February 2004 Enrollments:02-20-2004 Russian Store (Charlotte)-10 new members, 6 chk, 4 H/V, 6 dd, 6 P/R, 3 Ln, 3 Visa, 1 Eqt, 3 OD, 2 AIG, 4 mort.

February 2004 Enrollments: 02-19-2004 Russian liders meeting (W-S): 4 new members, 4 Chk, 1 H/V, 4 direct dep, 4 P/R, 3 LN, 4 Visa, 2 Mortg.

02-29-2004 Russian Church (Charlotte): 14 new members, 10 Chk, 3 H/V, 5 Direct deposits, 4 P/R, 10  Visa, 2Eqt, 6 OD,


Description:
Left a voicemail for Sue following up on our previous conversation. In the message, I mentioned I would be happy to come out there to meet her and discuss the free benefits of Allegacy that could be extended to their Winston and Kernersville locations.


Description:
Met with Pam Cantara to discuss the benefits of Allegacy. Pam is very pleased with everything that we offer and wants to extend us as a benefit to her employees. She is in the process of filling out the paperwork to be sent in for affiliation request.


Description:
Received a letter requesting affiliation.


Description:
Rita visited this company and assisted the HR contact with a new car loan. He joined thru the Pulse association. He has completed the necessary paperwork for his company to affiliate. Rita is bringing in on Friday. He mentioned that the owners are millionaires and  have ties in the racing community.


Description:
Recevied a phone call from Sandy inquiring aout how her company could invest in a certificate of deposit. She mentioned that our rate was better than any rate whe could get in Durham. I mentioned that her company would need to be a sponsoring ocmpany for them to have business relationship with us. She is very interested. I have mailed a packet for the business services and affiliaiton. She mentioned that they are non profit organization.


Description:
Anya Pacyga and I met with Ludmila and Jose about the International house affiliating with Allegacy. They both had a strong interest in what Allegacy had to offer. Both of them were very pleasant to talk with and mentioned they wanted to do everything they could to add to their employee benefit plans. Will follow up with Ludmila in 2 weeks if we do not hear from them before that.


Description:
Left a voicemail for Betsy Annese about possible affiliation with Allegacy. She returned my call this morning and mentioned she does have an interest in me coming out and meeting with her to discuss the benefits of Allegacy. Betsy used to work for RJR and has been a member of the credit union for years. She is very pleased with it and will consider offering it to her other employees.


Description:
Mailed 9 membership packets and premiums.


Description:
Hil Cassel has a scheduled meeting with Dummit this afternoon. I prepared a packet of information for Hil to take to Dummit regarding his firm's possible affiliation with Allegacy. I asked that Hil refer Dummit to me in regards to membership at Allegacy. Will follow up with Hil this afternoon and Dummit in 2 weeks.


Description:
I received a call from Amy Edwards that we needed to fax over the necessary forms for her to complete for affiliation. She is working with her on moving their 401k plan to the investment group. Value is $500k. I faxed paperwork to her. I told her it would May 19th before the board approval.


Description:
I received a phone call from John Riley. He was wanting to compare information about our business lending. I told him we are not offering at this time, but that I would be happy to send the informaiton to him when we do offer it. I also talked with him about corporate VISA. He wants information mailed to him.


Description:
Received an email from the website requesting information on affiliation. I mailed packet to contact and emailed her to let her know. They have 30 employees in the Mooresville area.


Description:
Received email from Nancy Wall in mortgage. She asked me if we had thought about approaching this company. I contacted Tom Eaton the Director of Compensation and also Katrina Guiliano the Benefits Coordinator and mailed each of them a packet.


Description:
Received a phone call from Warren Emerson, His association was interested in affiliation with Allegacy. I have emailed information to him


Description:
I received word from Warren that the board of directors have approved the partnership with us. He is working on the paperwork and will send to me in the mail. It will be May board meeting before approval.


Description:
I called Civil to check in and see if she received the packet and if she has had time to review the information. She said that she has passed the information on to the Vice President. She will check with him and call me back next week to update.


Description:
Received an e-mail from Charles Horton, Lowe's credit marketing manager, about possible affiliation. Charles is contacting David Green, Lowe's VP/Treasurer, to find out exactly what Lowe's is looking for in a financial institution. Charles has left myself and Vernon Foster contact information for David Green. Green is expecting a call from us in the near future to further discuss possible credit union affiliation and benefits.


Description:
Delivered 200 Allegacy bags with pencils, pens, and clipboards.


Description:
Called and spoke with Betsy again this afternoon, I am mailing her Allegacy's information packet. I told her I would follow up with her in about 2 weeks and would be more than happy to come out there to speak with her and present our products and services to the employees if she would like.


Description:
talked with melissa and she said that her boss lynn did not like the idea of having all three financial centers there at the same time and that at this time she wants us to send something she could attach to a paystub.  I will talk to Belinda and see what she wants to do.


Description:
Melissa is currently on vacation, however, I left a voicemail with her to follow up on the information packet that I sent. I will look for her call at the end of the week, or will try her again at the beginning of next week.


Description:
Called to make sure enrollment was still scheduled since they had moved.  I found out that they have changed office managers and the new manager said that most of her staff was new hires and that we would have to wait 90 days before we could come out.  She said that is their policy.  I offered to schedule something for 90 days out and she suggested I call her back.  She did say that she needed pr ded and checking brochures.  I will send them


Description:
Called and spoke with Tom Laydon to follow up with the information packet sent to him. He referred me to the company's president who has Allegacy's info. I left Gary a message and asked him to call me back at his earliest convenience. Will follow up again soon.


Description:
laura said that everyone was moving around and that she wanted me to call her back the middle of May to set up a time.


Description:
Called eastridge and spoke with Travis Hargett
He is the president of the company
He said that the majority of his staff is paid as consultants and they charge by the hour and he doesn’t want them to be taken away from their jobs--- He did say that we could email something to him and he would forward it to all staff
I will also call him back in July to try and schedule something for their meeting that they only have twice a year.


Description:
Claire Salgado has taken Tammys place
She is still consulting with Tammy on day to day issues
Sha said that she will talk to her and call me back


Description:
Kristen Watkins is now the office admin
she said that she will speak to her boss and call me back by wed afternoon


Description:
Received Dummit's application to individually join Allegacy through HLPT. His account was opened this afternoon. His secretary left me a voicemail saying that Dummit would like to set up a meeting to talk about his firm affiliating with Allegacy as well and that I should be hearing from him this week to get something scheduled.


Description:
Received Board approval. I called Karen to schedule intital enrollment. Tentative date May 12th.


Description:
I called Bob and Vanessa about approval from board of directors today. She told me I would need to schedule the enrollment thru him. Left message.


Description:
Received final board approval. I emailed Melody about setting up enrollments and contacting the company.


Description:
Approved by board of directors , I asked Melody to contact her contact person and work on enrollment.


Description:
approved by board of directors. Meeting set up with Wes on Wednesday to discuss business certificates and notifying homeowners


Description:
approved by board of directors. I emailed Michelle to let her know they are approved.


Description:
Called to let Derwin know that his organization had been approved by our board of directors. I offered to set up an enrollment with his employees, however, he said that they all work different hours and are hard to get together at one time. So he requested that I drop off 30 packets for his employees with applications. He may request an official enrollment in the near future. He also mentioned he will be contacting Belinda Wilson about possibly opening a business account for the California Fresh Buffet.


Description:
Called and spoke with Carol Sauers to follow up with her regarding affiliation. She is still waiting on Twin City Club's board approval. Their next scheduled meeting is on Tuesday, April 27th. She asked that I follow up with her again after this date. She still has strong interest in a partnership with Allegacy. 

(I have been keeping in contact with Carol over this past month)


Description:
approved by board of Directors. David will attend Vendor day on May 1st,


Description:
received e-m from Clt Chamber.  They are going to hire another 350 people at their corporate service center in southwest Clt in the next 2 yrs.  The new info technology, engineering, hr, and admin jobs will pay an average salary of $49,000.

NC has 3,830 emp


Description:
Spoke w/ Becky in HR - they are already affiliated w/ Members CU.

Per Belinda - I am going to try to bring in the Clt location since Members isn't convenient


Description:
Spoke w/ Holly.  They are affiliated w/ Piedmont Aviation CU.  Piedmont is located on Airport & Yorkmont Rd.  Our Huntersville location would be more convenient.


Description:
Spoke w/ Jerry Sutton.   Wants me to mail him information.


Description:
Told me I need to talk with Pat Holder in Winston-Salem 1-800-334-8689.  Pat's vm answered.  I didn't leave a message.  They are affiliated w/ Members CU but Members is not convenient for their Clt employees.  Our Huntersville location will be much more convenient.


Description:
Left a voicemail with Doug letting him know that his company was approved by our board and is now active in Allegacy's field of membership. I asked him to please call me back in order to schedule an enrollment session for his employees.


Description:
Left a message on Milly Moore's voicemail.  There are 3 locations in Charlotte.  One is in Huntersville, one is on Randolph Rd, and the other is in south Clt.


Description:
Left a message on Sherry Rhinehalt's vm.  Their corporate office is in Richmond, Va.


Description:
Left a message on Todd Alexander's voicemail.


Description:
Left a message on Charlene (Charlie's) vm.


Description:
I left a voice mail message for Sheila.  They are located off of Harris Blvd near I77.  Our Huntersville location will be very convenient for them.


Description:
Left a message for Jerry on his voice mail to schedule a meeting the week of the 19th to talk about affiliating.


Description:
Spoke w/ Jerry and scheduled a lunch meeting with Jerry and Mark on May 4th at 11:30.  This company is located in Harrisburg so our Huntersville location will be convenient for their employees.


Description:
Received a voice mail message from Jerry letting me know that he and Mark will not be available to meet with me the week of the 19th.


Description:
Called Linda to let her know that I am working for Allegacy now.  She asked about a business account  and wants me to call her when ours is up and running.  I told her I did not call her to solicit her; I just wanted to let her know where I had gone since I didn't have a chance to call her before I left Truliant.  She thanked me for letting her know and told me she had asked about me at the Truliant luncheon but they  would not say where I was currently employed.  She mentioned that she felt a special bond w/ me outside of business and is always looking for better benefits for the company.  She is interested in finding out more about Allegacy and  asked me to contact her in May to schedule a lunch meeting.  Our Huntersville location will be very convenient for this company.


Description:
Met Aliesha Petronis at Chamber event.  She wants me to e-mail her information about Allegacy.  This company is located in north Charlotte so our Huntersville location will be very convenient.


Description:
Met Daniel at a chamber event.  He wants me to e-mail him information about Allegacy.


Description:
Met Deborah Lawing w/ Century 21 at Chamber event .  She suggested I call Donna w/ Keith Chiropractic Clinic to see if they have a credit union.  Deborah believes they have 6 locations in Clt and told me to mention her name when I call.


Description:
Contacted Chris about affiliation with Allegacy. He gave me initial paperwork.


Description:
Received NCUA approval for this group. Taking to board meeting in May.


Description:
Enrollment scheduled for May 21st from 9-10. Amy Cain  will be handling the enrollment.


Description:
After leaving another voicemail for Lee last week to follow up, he returned my phone call this morning and said he would like to offer Allegacy as a benefit to his employees. The last step in the process will be obtaining approval from the country club's board of directors. Lee is presenting Allegacy's benefits package at that next meeting scheduled on April 28th. I told him I would then be following up with him at the end of that week to get the paperwork in the process.


Description:
Referral from Karen Trower in NJ as potential company


Description:
Received NCUA approval. Taking to board of directors on 5/18


Description:
Marking lost, they have credit union relationship, I am not pursuing them.


Description:
Marking lost, they are only interested in indirect lending and us selling their cars


Description:
marking lost- no interest in membership due to banking relationships.


Description:
Attended the annual "Empty Bowls" lunch sponsored by the Food Bank. I spoke with Nan Griswold and thanked her for inviting me to the event. She mentioned that her and Gary have decided to offer Allegacy as a benefit to her employees. They would like to open a business account with several corporate cards issued, in addition to signing up her employees for individual accounts.


Description:
Left a voicemail for Randy to follow up on our last conversation. I will continue trying to reach him.


Description:
Left another voicemail for John trying to follow up with him.


Description:
Left a voicemail for Susan Rose to see if she received the paperwork that was faxed over last week. Will try to reach her again this week.


Description:
Called and spoke with Glenda in regards to following up with the information packet sent to her. She mentioned they were still interested in possible affiliation and referred me to Paul Smeltzer. Paul was busy at the moment, but I left him a voicemail letting him know I was just wanting to follow up and that I would try reaching him again this week.


Description:
Called again to reach John this morning to follow up, but he was not in the office today. Will continue trying.

4/23/04 - Called John again, he is out on vacation until Monday. Will continue trying to reach him to follow up.


Description:
Called to follow up again with Bob Salek's secretary, there was no answer. Will continue trying.

4/23/04 - Called again and received voicemail.

4/26/04 - Called and received voicemail. Will continue trying to reach Bob this week.


Description:
Left a voicemail for Mick to follow up with the information packet that I sent him. Will continue trying to reach him this week.

4/23/04 - Attempted to reach Mick again  by phone to follow up, there was no answer. I did not leave another voicemail, but will follow up again next week.

4/26/04 - Called and left a voicemail for Mick to follow up. I mentioned that I would be happy to set up an appointment with him for me to come out and talk about the credit union.


Description:
Attended the Chamber Expo at the Benton Convention Center where NAOWBO had a table set up. I introduced myself and spoke with representatives of the organization. They told me Melissa was at the event today, but had left for lunch and could be reached again tomorrow at the office. I left them my business card and asked them to let Melissa know I would be calling her to follow up. Everyone I met today was very nice.


Description:
Attended the Chamber Expo at the Benton Convention Center and met several employees of X1 Communications. I told them I had been speaking with Tom Laydon and asked them if they would have personal interest in accounts at the credit union. They all seemed fairly interested. I left my business card with them and asked them to let Tom know I would be following up with him again soon.


Description:
Attended a staff meeting where I presented Allegacy's products and services to the manager and employees. There was a strong response from the employees, and Peter seemed very pleased with everything the credit union offered. Will follow up with Peter next week to inquire about his final decision on affiliation.


Description:
emailed Dave the association letter he can have printed to mail to members of the association.


Description:
Claire called and said that she will be calling me one day  next week and we can schedule a day
She also said that she will get me the contact names for charlotte and kernersville


Description:
I called and left a message on Jean's voicemail  to set up a meeting.


Description:
Called and spoke with Donna.  She is not interested in offering credit union services.  I felt like she was rushed when we  talked so I e-mailed Deborah Lawing to thank her and to see if she had any suggestions on how I could pursue them further.


Description:
Called and spoke with Melissa to follow up with the information packet that I sent her. She is planning on presenting Allegacy's information at their next meeting and has asked for me to follow up with her after that. She said about 3 weeks should be enough time, and then to get in touch with her.


Description:
Left a voicemail with Randy in regards to following up on the information packet sent.


Description:
Left another voicemail for Randy letting him know that I was wanting to follow up with him to see if he had any questions, or to see if he would be interested in me coming out there to meet him and discuss more about the benefits of Allegacy.


Description:
E-mailed Jerry to follow up on the information I mailed.  I also e-mailed him our website and requested a meeting.


Description:
E-mailed Sheila to schedule a lunch meeting.  I received an out of office reply that she is on medical leave.


Description:
Called and spoke with Janice to follow up on the information packet and e-mail sent to her. She said she had briefly reviewed the materials, but things were very busy around there and they have put this on the back burner. I told her I would be happy to come out there to meet her and Mr. Yokley to discuss the benefits of Allegacy. She may have me do this soon. She is going to discuss this with the lawyers and let me know. I told her I would follow up with her in about 2-3 weeks.


Description:
Called Gail & got her voicemail.  Didn't leave a message. Sent her an e-mail  requesting a meeting.


Description:
Left a message on Charlie's voicemail requesting a meeting.


Description:
Left a message on Todd's voicemail and sent an introduction e-mail.


Description:
Called and got Milly's voice mail.  Didn't leave a message; sent an introduction e-mail.


Description:
Called and got Sherry's voicemail.   Didn't leave a message; I sent an introduction e-mail.


Description:
Spoke w/ Holly.  She wants me to call back this afternoon so she can figure out who I need to talk with.  Called Holly at 3:00 pm but she was away from her desk.  Left message asking her to call me back.   Received a call at 4:00 pm letting me know that Piedmont Aviation does not want them to offer any other credit union and since Crowder does not want to do anything to upset the relationship they have decided to grant Piedmont's wishes.


Description:
Called and got Christina's voice mail.  Let message.


Description:
Called to reach Juanita again to discuss information on Allegacy. I received her voicemail box, but did not leave a message. I will try calling again before I leave another message.

4/26/04 - Called again to reach Juanita. Received her voicemail box. Will try again this afternoon. If there is no answer, I will leave a message.

4/27/04 - Called and received Juanita's voicemail. Her message now says she is out of town and will be returning on May 3rd. I will attempt to reach her again around the middle of that week.


Description:
Called & got voice mail.  Left a voicemail message..


Description:
I met Angie yesterday at the Chamber Expo and discussed the benefits of Allegacy. I mentioned we were adding several associations and would like to get some information out to her about the credit union benefits. I called her today and left a voicemail saying it was a pleasure meeting her and that I would like to follow up on our  previous conversation. She mentioned she would try to help us in contacting the Kernersville Jaycees as well. Will continue following up with her.


Description:
Nancy called and said that some of her staff had came to the branch and was turned away because the teller did not see the company on the SEG list.  I have called Nancy and apologized for this and plan to visit them sometime in June.  She will call me back with dates.


Description:
Faxed affiliation letters along with my contact information to Susan Rose.


Description:
Randy McCaslin, Kernersville's town manager, makes the final decision on whether the Fire Department will affiliate or not. I have continued leaving voicemails for Randy to follow up with the information packet that has been sent. I am also working with Randy to bring in the Town of Kernersville into Allegacy's memebership.


Description:
Meeting scheduled for May 18th to do a sales call. They have 250 employees.


Description:
Attempted to reach Clark Bunting by phone to discuss possible affiliation with Allegacy. He was gone for the day, but will be back in Monday morning. Several employees of the Princess House have stopped by our Patterson location and asked about opening accounts. Will call back at the beginning of next week.


Description:
Called and spoke with Dick about possible affiliation with Allegacy. He said that he would be happy for me to send him some information by mail, but wasn't sure if he will affiliate or not because of pressure from BB&T. He is currently trying to set up direct deposit with them, and BB&T is putting pressure on Dick to have his employees open accounts with them with the direct deposit in place. I am mailing him our packet today and will follow up with him in 2 weeks.


Description:
Construction and maintenance resources is how the phone was answered. I called to follow-up with David on our discussion. I left message on machine for him to call me back.


Description:
I left message for Gary Olive to follow-up on the information packet I mailed to him. They are currently holding registration May 1 and May 8th Left Message


Description:
Called to speak with Venessa Burke about possible affiliation with Allegacy. Several employees have expressed interest in the credit union. I reached Venessa's voicemail, but did not leave a message because she will be out of town until May 3rd. I will call her again around the 5th, to give her time to settle back into work from her vacation.


Description:
called and lvm asking kristen if she had spoken with her supervisor and asking her to call me back


Description:
I left a message for Henna regarding the packet of information that I mailed to her on April 8th. Her assistant told me that she is out of town today and will be back in tommorow. She will give her the message that I am following up on the packet of information I mailed to her.


Description:
I called and talked to carmen Daberio The VP for Human resources. He said they already have a credit union and are not interested in offering another one.


Description:
I called and talked to Steve's wife Pam. She said Steve has been out of town for several weeks. He was outside working on getting the parking lot paved. She thinks the employees would love the credit union benefit. She is going to talk with him and told me to call back.

She helped us with sewing kits for the RJR visits.


Description:
I sent email to contact person introducing myself. They have had contact with Karen and she is out of the office for a few weeks. I want to make sure she knows we are following up.


Description:
Called and briefly spoke with Josh Weaver. He was in the middle of a meeting and asked me to call back tomorrow afternoon. Will follow up with him then.

4/27/04 - Called and left a voicemail with Josh. He has left the office for the afternoon, so I will continue trying to follow up.


Description:
I read in local newsletter that the town office manager has left and the person that is backing him up. They are in the process of hiring new staff so I will check in with them after they are settled.


Description:
I marked lost. They are state employees and they participate with this credit union.


Description:
I called Diane to follow up on our previous conversation. Their company will not open zip files so she could not and did not receive information I sent to her on credit union affiliation. I told her we have a relationship with their North Carolina operations and we were hoping to add Charlotte to our field of membership. She told me they have 5000 total employees. Their corporate office is in New Jersey. They are looking at adding the At work banking programs. I am mailing her a package and I offered to do a comparison for her of the other financial institutions they are considering. I told her we are a nice option for the employees. She said they have not had time to look at all of this but it is on the agenda. I told her I would follow up in a few weeks.


Description:
Called to follow up with Robert Watson. He is currently out of town, but will return on May 3rd. I will try following up with him again around the middle of that week.


Description:
I emailed the contact, Abner Wright to see if he had time to review the information he requested on April 1st. He applied for information by the interenet at that time.


Description:
I called Carl to follow up on his decision for credit union affiliation. I let him know that we will be opening an office at exit 23 in about 90-120 days. when we talked before, he told me it would be a month before he made a decision. I promised I would follow-up with him. That was on March 22nd.


Description:
I received an email from Jimmy that they are very interested in Allegacy due to our electronic means. They are spread out throughout NC and we are a good fit. I have set up a sales presentation for their board of drectors on June 4th at 10:00 a.m. in Statesville. I am bringing Rita along too.


Description:
I called and left another message for Susan. I told her I wanted to make sure she had the forms she needs to complete application. I asked her to call me back.

I checked with David Foster to see if he has followed up as well. He has left several messages for her in the last two weeks. She has not responded.


Description:
Belinda Wilson has spoken to and e-mailed Jerry Proctor about possible affiliation as well. Information and affiliation letters were sent to Jerry through e-mail. Jerry is reviewing this info and discussing it with another member. He will get back to us as they research it more.

I e-mailed Jerry to follow up with the information he received on Allegacy. I asked if he would like to set up a meeting to discuss more about the benefits of Allegacy. Will look for a response from him soon, or will follow up again by phone next. -DF


Description:
I received an email back that they want a credit union with locations in Raleigh, Cary, Charlotte and WS. We do not have locations in all the areas they want.


Description:
We have not yet been able to go to company
I did call Darrell today and schedule an enrollment for 5/13/04


Description:
Called Chris to follow up with the information packet that was sent out at the end of last year. He said he had presented this to his employees, but no one expressed interest in accounts. Will mark as lost.


Description:
Called and spoke with Barbara to follow up with the information packet that had be sent. She mentioned that most of her employees were already members at PACU and had direct deposit set up with them. She is not interested in adding another credit union. Will mark as lost.


Description:
Michelle Kinney received an email from this company inquiring about credit union affiliation. I contacted the contact person listed and asked for their mailing address. I mailed information packet to them. They are located near Wilmington.


Description:
Received a phone call from Ray Smith, the HR manager. He mentioned again that they are affiliated with the LGECU and do not want to officially add another credit union. However, some employees have expressed interests in accounts with Allegacy. Ray said he would be happy to distribute information on Allegacy to his employees on how they can join on an individual basis. Although I am marking this as lost, I am working with Alesia Turner and Belinda Wilson to get information out to these employees on how they can join Allegacy.


Description:
Received an e-mail response from Jerry Proctor regarding affiliation. He asked that I e-mail him a listing of our current benefits and services. I responded with information on our products, along with a link to our current rates. Will keep in contact with him and follow up.

Received another e-mail from Jerry this afternoon. He was looking to open a business account with us, however, since we do not offer a check card with that account, he has decided not to go that route. I returned his e-mail apologizing for not offering what he needed, but Allegacy would still like to extend our benefits to the individual members of the K-ville Jaycees. Jerry has mentioned he will look further into this and consider possible affiliation. Will continue speaking with Jerry and following up.


Description:
Ray Smith called, the HR manager for Kernersville city employees, he said they did not want to officially offer another credit union as a benefit. However, several employees had expressed interest in membership, so Ray would be happy for us to send him payroll stuffers on how employees can join on an individual basis. I am currently working with Alesia Turner and Belinda Wilson to send information out to them soon on how to join.


Description:
Called and left a voicemail with Latonya to follow up on Mr. Dummit's accounts and to follow up with the information packet given to him. Will look to receive a call back from her this week, or will follow up again soon.

Latonya returned my phone call this afternoon and we have scheduled a sales call for me on Monday, May 3rd at 1:00pm.


Description:
Called and spoke with Sandra to follow up on the information packet sent. She said she had not taken the time to review the materials yet, but will look at them soon. I asked if I could follow up with her again, but she said not to. She will review the materials, and if she finds any interest, she will contact me. I may follow up with her in another month.


Description:
Called and left a voicemail with Deborah Keel in human resources about possible affiliation with Allegacy. We tried for this company a few years back when they were located in g-boro, however, they have moved their headquarters to Winston now. We are convenient to their office. They are currently partnered with Members CU. Will look for Deborah's call this week, or will call her back soon.


Description:
An e-mail has been sent to Charles Horton asking him for his advice on the best way to approach David Green, Lowe's VP/Treasurer. Green is aware that someone from Allegacy will be calling him soon. The current idea is to get in touch with Green to see if he will allow representatives from Allegacy to come to Lowe's to present our products and services. Cathy Pace, Belinda Wilson, and myself will be those representatives. A call should be placed to Green sometime in the next 10 days.


Description:
Received a phone call from Susan Rose. She had a few questions about the affiliation paperwork. She is completing those papers right now and will be faxing them over this afternoon to Allegacy. She has decided to request affiliation with us.


Description:
I received a letter from Frisby Aerospace announcing changes in the contact person. I have update the profile to the correct representatives.


Description:
Received an e-mail from Sheryll regarding affiliation with Allegacy. She is heading up finances for them this year, however, is not on the board anymore. She is passing along my previous e-mail about affiliation to the WSNLL's board president. I e-mailed her back thanking her for all she is doing. Will stay in contact with her and continue following up.


Description:
Brenda Armstrong called and has requested membership packets for new employees. I mailed Regal Ford 30 packets today.


Description:
Myself and Vernon Foster visited Lowe's corporate headquarters. We met with Charles Horton, their credit marketing manager. He gave us a tour of the new Mooresville facility. I conducted a powerpoint presentation to Charles on Allegacy's product and services. Charles is working close with Vernon and I to get our feet in the door with Lowe's. Charles is currently a member of Allegacy and mentioned he was impressed with the presentation.


Description:
Talked with Pat this morning and she stated that highland oaks internal medicine has now branched off and the two doctors work in separate practices.  I have told her that I need a note on letterhead stating that there has been a name change.  She will get back to me on this.


Description:
Called and spoke with Sandy Symmes, who I have known for several years, about possible affiliation with Allegacy. She requested an information packet that I am sending out today.


Description:
Called to speak with James about possible affiliation with Allegacy. He was busy at the moment, but I left a message with his assistant for him to return my call. I will look for his call this week, or will try reaching him again soon.


Description:
Called and spoke with Angie Ferree again about possible affiliation with Allegacy. She has requested more information on us and what we can do for the Jaycees. I am sending out our package today. Will follow up with her again in 2 weeks.


Description:
Rita and I had appointment today for sales call.
We met w/ Donna Moffett  who told us to talk w/ Betina because Donna has separated from the firm.  We went upstairs to meet Betina who was very busy and  asked that we call back to schedule meeting at the beginning of next week.  They have locations in Cornelius, Charlotte, Winston, & Greensboro and currently have 40 employees.


Description:
Called and spoke with Bob's assistant Sandra. I left a message with her to try to schedule a meeting for Bob and I to discuss the benefits of Allegacy. She asked that I follow up with her this week to attempt to confirm a date.

5/6/04 - Called and spoke with Sandra again. She was not able to confirm a meeting date with Bob to discuss the credit union. She said the next best time to reach him is Friday before 11:00am. I will try reaching him then. Outlook for this account does not look good. Bob always seems to be "very busy."


Description:
I e-mailed both Ludmila and Jose in regards to following up on our April 14th meeting. I asked if I could be of any additional assistance in answering questions or helping with the affiliation process. Will continue staying in contact.


Description:
Called and spoke with Peter to follow up on last week's staff presentation. He has decided to request affiliation with Allegacy. He has asked me to come to the Club on May 4th at 2:00 in order to assist with the paperwork process.


Description:
Called and left a voicemail with Rebecca to follow up on the information packet sent to her. I am planning on dropping off another information kit along with a letter and business card for her to review.


Description:
Received a call from Lee Smith. FCC's board has approved offering the credit union to the employees at the Country Club. Lee is sending in the request for affiliation paperwork this week.


Description:
Called and spoke with Betsy to follow up on the information packet sent to her. She mentioned that some of her employees are already members of other credit unions through family memberships. However, she will speak with her staff to see if there is any interest in Allegacy. She asked me to follow up again in a few weeks.


Description:
Attended new employee orientation.  Handed out 8 member packets and signed up 1 new member w/ direct deposit & checking.  Several people seemed very interested.


Description:
Stood at our ATM from 11:30 -12:30 and handed out Allegacy info & pulls.  Met the HR Director for Housekeeping.  She wants me to come out and present Allegacy at one of her meetings.  She is going to e-mail or call me to schedule.


Description:
Called and left a voice mail message to follow up on the information Belinda mailed.


Description:
This is a company for Huntersville. They are an engineering and equipment manufacturer.  They have 30 employees in Charlotte and another location in Buffalo, NY.  Left a voice mail message for Bob to discuss Allegacy.


Description:
This company is located in Mooresville.  Spoke w/ receptionist who transferred me to Harvey Rogers' voice mail.  Left message to talk about Allegacy.


Description:
Received e-mail from Anya asking me to contact Ernie to schedule a meeting to discuss affiliation.


Description:
Called and left a message w/ the receptionist for Ernie.


Description:
Held enrollment at Vendor Day. Event was cancelled shortly after it began due to rain. The little league games were cancelled and vendor day will be re-scheduled.


Description:
Talked with Brian.  He is very interested.  He has 25 employees.


Description:
Received company information from Belinda.  Belinda asked me to follow up.


Description:
Spoke with Brian.  The reason they have not made a decision yet is because they have a location in Greensboro and we do not have a financial center there.  I offered to send him a listing of our closest branches near Greensboro as well as ATM's and service centers in the area his employees will be able to access.  Greensboro location is at 3 Center View Dr., Greensboro, NC 27407.  E-mailed Brian our Kernersville locations, a list of No-Surcharge ATM's in Greensboro and a list of the Co-Op ATM's in Greensboro


Description:
Called to speak with Susan who is out of the office today. The reason for my call was to find out if there is a better approach Allegacy can take in communicating with the volunteers and signing them up for accounts at enrollments. The rest of the enrollments scheduled for today have been cancelled. We didn't feel they were very beneficial at this point, they don't yield many results. Will follow up tomorrow with Susan in discussing new methods of approach and re-scheduling more time out at the volunteers office.


Description:
I spoke w/ Milly.  She is not interested at this time because she is busy w/ other benefits right now but told me I could call her again at the end of summer or beginning of fall.  I am going to check back w/ her at the beginning of Sept.


Description:
Left a message on Sherry's voice mail to try to set up a meeting.


Description:
Todd is out of the office.  I didn't leave a message.


Description:
Left a voice mail message for Jerry following up on info mailed.


Description:
Met with Mr. Dummit regarding his law firm's affiliation with Allegacy. He is now a member with us and has been very pleased with our services. He has decided to request affiliation and will mail in the paperwork this week.


Description:
Received an e-mail from Sheila letting me know she has been out the last 2 weeks due to emergency surgery and does not have time to meet for lunch this week, but would like to meet me next week. This company is at the Harris Blvd exit off of I77 and will be a great company for Huntersville.

Sheila &  I e-mailed each other to make lunch plans for next week.


Description:
Left a voicemail for Susan requesting that she e-mail or fax over an excel spreadhseet every pay period for her employees who do payroll deductions with us, which is prepared manually in the office.


Description:
Called and asked Lee to please begin e-mailing us an excel spreadsheet every pay period of all employees at FCC doing payroll deduction at Allegacy.

(It has now been clarified that FCC does have direct deposit software. I asked Lee and Carole to ignore my above comments. I am mailing Carole a sample copy of Allegacy's generic direct deposit form).


Description:
Called and talked with Carole regarding payroll. They do have direct deposit trhough BB&T software. We are going to do payroll deductions by way of allocations instead of payroll deduction forms. We will educate members that they do direct deposit and then we take out the money going to savings etc. Also scheduled an enrollment for May 20th 2pm.


Description:
Called June, left message about newsletter article space and possible financial  seminars and also listing in employee newsletter.


Description:
I received a call from Heather Hall who is Henry's admin requesting more information on the emergency loan program and questions. I have called her back and left a message.


Description:
received a voice mail that the company is not interested in adding another credit union to their benefits


Description:
called to talk with John again to see if he has spoken with the owner. He did ask me to continue following up.


Description:
called susan and left voice mail for her to call me regarding todays enrollment 
I told her that I have had a stomach virus and I wanted to let her know before I came out
I also realize that from yesterdays enrollment we did not have any participation
I will follow up with her when she calls back and see how she wants to handle this


Description:
Talked with Susan and at this point Monday the 10th is the date she has confirmed
for the benefis fair
She also said that we can go to the main office breakroom once we are done at the other location


Description:
Tried to call Betina to schedule meeting but the phone has been disconnected.


Description:
This is a new doctor's office located in Kimel Park. I dropped off a welcome basket with goodies, which included an information packet about Allegacy. I included a personal letter along with my contact information if they have any questions. Will follow up with them to discuss the credit union and our benefits in 1 week.


Description:
Dropped off a membership kit with Allegacy's product and services information for Paul Smeltzer. Will call to discuss more about credit union benefits later this week.


Description:
Received an e-mail from Sheila w/ final lunch plans.  E-mailed her back to confirm.


Description:
called and spoke with mark and he will not be attending luncheon
he said he does not have anyone he can send at this point
we did however schedule an enrollment for june 17th @ 2:30


Description:
Teresa bailey is no longer with the company
enrollment held on 3/3/04
1 new mbr, 1 checking, 1 loan & 1 overdraft


Description:
Met with Peter and went over the affiliation paperwork process. He will be sending these papers in this week.


Description:
Talked with Lucy and she will be emailing or faxing me a copy of their direct deposit form.  She seems to think that would make for a smoother process.  I have emailed her with the names of people that I did not get pin numbers for so that we can order their debit cards.
I have also asked her to let me know when they have their annual benefit fair so that we can attend.


Description:
Called and spoke with Carol to follow up on our last conversation. She presented Allegacy's information to her employees and briefly to their board, but no one showed interest. She said lots of her employees do not like to put their money in financial institutions, and would rather carry their cash. Will mark as lost.


Description:
Heather and I talked more about emergency loan program. I faxed over more nformation to her on the program and how it works.


Description:
Found out that Dr. Thomas Sweasey has left this practice, and now works at the Johnson Neurological Clinic, Inc. I dropped off a packet of Allegacy's info to his new practice today. Will mark this account as lost - they never responded to repeated voicemails and messages.


Description:
Mailed Julie a $25.00 check for allowing Allegacy to have a table at vendor day. Since the event ended up being rained out half way through, Julie has said Allegacy can come out again to hold an enrollment at no charge.


Description:
Left a message for Kristy about considering changing from manual payroll to Flex-Pay. I dropped off a Flex-Pay brochure along with Bruce Bullings business card, who is the Flex-Pay contact.

5/14/04 - Left a voicemail for Kristy following up with her on possibly offering electronic payroll.


Description:
I Called and spoke w/ Gail.  She told me that they have recently been purchased by Four Seasons Healthcare in Atlanta and that they would be who I needed to check w/.  
Total Care has 75-100 employees in Clt & several throughout NC & SC including Winston Salem. Total Care is headquartered in Clt.
I called Four Seasons and was told I need to speak w/ Stacy Dayton who is in charge of employee benefits.  I spoke w/ Stacy but she was in a meeting so she couldn't talk long but she gave me her address to send information about the credit union and asked me to call her again tomorrow.  

I looked on Total Care's website to find out they have 15 locatons in NC & SC.


Description:
I left a voice mail message for Linda to schedule a lunch meeting.


Description:
I spoke w/ Pat.  They only have 5 emp in Clt. They already have a lot of employee who are w/ Allegacy in W-S.  She told me to call Keith Griffin in W-S about Clt employees.  I called Keith and left a voice mail to see if he is interested in offering Allegacy to his employees.

Belinda told me to refer Keith to David if he calls me back.


Description:
I haven't received a call back from Keith so I am taking him off of my prospect list since they only have 5 employees in Clt.


Description:
I spoke w/ Barbara Michael.  She is unavailable to meet before 5/19 which is when they are meeting to discuss new benefits; however, she asked me to mail her our information and she will contact me as soon as she has had a chance to review the info.  She is currently w/ State Employees.  This company is located on Randolph Rd so our downtown Clt location would be great for them.  I mailed her a prospect kit and e-mailed her our website along w/ more information about affiliating.


Description:
I called and left Daniel a voice mail message about joining Allegacy.


Description:
Sent Daniel an e-mail requesting a meeting to discuss Allegacy.


Description:
Called to make a last attempt at reaching Bob Salek. I spoke with Sandra again and she said he was busy in another meeting. She had told me yesterday he would be free until 11:00am and to call before that time - my call was placed at 9:30am. Bob has never responded to any of my messages. Will mark this account as lost.


Description:
I called Jo Peay who is the secretary for Don Debethizy. She mentioned that they are having difficulty with atm usage. Fifth street is too crowded. She said you cannot even get in there to get to the drive thru. 

I scheduled Blue Ridge Ice Cream to come out May 20th from 1-2:30 for this group, Kucera and WFUSOM.

She is mailing me a form to reserve the park. She said the park is run by Idealiance Greg Brownstein.


Description:
I spoke w/ Stacy and told her about Allegacy.  She is familiar w/ credit unions because she helped bring in one at her last company.  They already have one in place for their Georgia offices so they are only interested in the NC & SC locations of Total Care which is perfect for us.  She also mentioned that they have had employees ask about a credit union so looking into credit union services was on her list.  I am going to mail her information along w/ service centers and no-surcharge ATM's including the Co-op ATM's for the NC & SC locations.  I am also going to e-mail her our website.  She wants me to follow up with her the first of June.


Description:
I emailed and invited their employees to join us in the courtyard on May 20th for free Blue Ridge ice cream and to talk about accounts.


Description:
Called and left a voice mail message for Michelle.  This company is located on Randolph Rd. so our downtown Clt location is convenient for their 50 employees.


Description:
I called Judy Vassar at Best Health about Laura coming out and doing seminars for the participants of their program. She asked me to email information to her regarding the different financial seminars we are interested in doing.
jvassar@wfubmc.edu


Description:
Called and spoke with Rebecca to follow up on the information packet that I dropped off for her. She said she is still very interested in the credit union and offering it to her employees. She is currently busy right now, but will contact me next week to set up an appointment to discuss more about Allegacy's benefits.


Description:
Called and spoke with John to follow up with him again. He was currently running out the door to his son's college graduation, however, ask me to call him back on Monday morning. He said he would be happy to discuss the credit union and our benefits then.


Description:
Called and left a voicemail for Venessa regarding possible affiliation with Allegacy. Will look for her to return my call early next week, or will follow up with her again.


Description:
I called Kevin to follow up to make sure his car refinance was taken care of.  I also asked Kevin if he and Jamie are interested in race tickets for May 22 All-Star Challenge 2004 at Lowes Motor Speedway.  Kevin said he & Jamie are not interested in going but he would like the tickets for his employees.  

During the conversation, I scheduled a presentation/enrollment for Friday, May 21st at 3 pm & 3:30 pm to sign up the employees.


Description:
I called and left a voice mail messge for Jerry to see if he and Mark are interested in race tickets for May 22 All-Star Challenge 2004 at Lowe's Motor Speedway.


Description:
I tried to call Betina to schedule a meeting today. This time the phone was in service but when they transferred me to voice mail it was not working properly.  I'm going to try her again next week.


Description:
Dropped off an information packet on Allegacy's product and services for Juanita, including a personalized letter with my card. Will follow up with her next week to see that she received the information.


Description:
Dropped off an information packet on Allegacy's product and services with Josh Weaver. It included a personalized letter with my contact info. Will continue talking with Josh regarding credit union affiliation and follow up with him next week.


Description:
I sent Brian an e-mail w/ branch locations, no-surcharge ATM's, and Co-op ATM's for his


Description:
I sent an introduction e-mail requesting a meeting to talk about affiliating w/ Allegacy.


Description:
Called and spoke with Pam about her manual payroll deductions. She said she is considering moving to electronic, but wanted more information about how to set that up. I referred her to Angie Mahaffie who will call Pam this afternoon to answer questions.


Description:
Received approval from NCUA- taking to board meeting on 5/18/04


Description:
Approved by NCUA , taking to board on 5/18


Description:
Called and left a voicemail for Joan regarding the bag of goodies and the information packet dropped off for her. I mentioned I would like speak with her about Allegacy's credit union benefits and what all she can offer the doctors and employees there for free. Will look for her call in the next few days, or will follow up with her again this week.


Description:
Called and left a message for Derwin Lackey to follow up with him on this past Saturday's enrollment. There was some confusion about business development's $50 checking/direct deposit promotion. Will look for him to return my call this week to clarify the situation.


Description:
Called one last time to reach Mick, but there was no answer. He does not respopnd to repeated messages. Will mark as lost.


Description:
Called and spoke with Glenda in regards to a follow up. She said Paul was busy at the moment and took a message for him. I let her know that I was wanting to reach Paul to discuss the credit union information packet that I had dropped off for him last week and to discuss more about Allegacy's benefits. Will look for him to return my call in the next few days, or will follow up with him again at the end of the week.


Description:
Received all approvals. Taking to board  on 5-18. Sent information on payroll to Angie and kelly.


Description:
Met with Greg Wood on affiliation. They are working with our marketing group on creative ideas and marketing campaigns. They desiged the joinalleagacy.org program.


Description:
Received NCUA approval. Taking to board on 5-18-04.


Description:
I called Carl to follow-up and see if he has made a decision. I left a message on his voicemail and asked him to return my call and let me know either way.


Description:
Called and spoke with Derwin Lackey. I verbally clarified business development's $50 checking promotion, in addition to sending him a personlized letter outlining how his employees and volunteers can receive the promotion. A copy of this letter is in their file. Along with the letter, I included a brochure and information on the Excessive Share Insurance (ESI), which Derwin requested.


Description:
Held enrollment from 11:30-1:30 during their "Nursing home celebration week." Most employees that I saw were already account holders at Allegacy. Signed up 2 new holiday clubs, and assisted in a loan application for a car. Dennis asked that we come back from 5:00-7:00 for his 3rd shift employees, however, due to such short notice, Allegacy cannot send anyone. I left a voicemail for Dennis this afternoon letting him know we would not be returning for the evening. Supplies and goodies were left for 3rd shift employees to pick up.


Description:
I saw Diane Caesar at the SEG luncheon. She is interested in a business money market account. I called to schedule an appointment with her. I also need to talk to her about the association fee being lower than the other associations we have.


Description:
Received an e-mail from Susan Rose regarding the last voicemail I left her. I wrote her back letting her know that we need a spread sheet of her employees wishing to do payroll deductions with their Allegacy accounts. I informed her that this spread sheet should either be e-mailed or faxed over to us every pay period. Their payroll is prepared manually.


Description:
I attended a lunch meeting with Sheila and gave her information about affiliating.  She told me that the plant location has been growing so much that her boss wasn't interested in entertaining the idea of a credit union right now but she will try to see if she can set up a meeting for me to talk w/ him about Allegacy.  She also told me that their plant on Old Statesville has 250 employees but they are separate from the staff office which has 50 employees.  The plant already has Coastal but Sheila said the hr person doesn't promote Coastal.  Sheila is going to see if she can set up a meeting with the HR person for me as well.  The reason Sheila never affiliated w/ Coastal is because they required a separate letter for her location to join.  I talked w/ Belinda about that being an obstacle and Belinda told me that we can do one request letter for both of the locations.  Sheila has been out of the office on medical leave and is currently trying to catch up so she asked me to check back w/ her in a couple weeks.


Description:
I sent an e-mail to Sheila thanking her for taking the time to meet w/ me and for helping me get both Carrier locations signed up.  Sheila e-mailed me back to thank me and ask me to check back w/ her in a couple of weeks.


Description:
Called and left a voicemail for Gary Elikins. The Food Bank currently processes their payroll manually, but are looking to sign up for electronic payroll . On the message I suggested Gary get in touch with Bruce Bullings at Flex-Pay as an option. I left Bruce's contact info and asked Gary to call me back if he had any questions.


Description:
Penny is no longer employed with firm. They only have two total employees now. New contact is Robin. 
New name


Description:
Called and left a voicemail for Juanita following up with her on the Allegacy information packet that I dropped off last week. I will look for her to return my call early next week, or will try reaching her again soon.


Description:
Called again to reach Deborah Keel to discuss possible affiliation with Allegacy. I received her voicemail, but did not leave another message. Will try calling her back early next week.


Description:
I called and left a message on Lisa's voice mail.  They have 3 locations.  1 is at the University area which would be perfect for Huntersville, 1 in Davidson, & 1 on E Harris Blvd.


Description:
I called and left a message on Kay's voice mail about Allegacy.  They are located downtown.


Description:
I called and left a message on Robin's voice mail.  They have 9 locations including 2 downtown, 1 in the University area, 1 in Huntersville, and 1 in Mooresville.


Description:
I called and spoke w/ someone who told me that they can't join a credit union.  They didn't give me an explanation why.


Description:
I tried to contact this company but the phone line kept ringing a busy signal.  I will try again later.  This is one of the biotech companies Belinda gave me.


Description:
I tried to contact this company but when I called the number on the list it connected me to a different company.  I called 411 to find a listing in NC but they didn't have one.  This is one of the biotech companies from Belinda.


Description:
I spoke with someone in the Clt location who told me that I would need to talk with someone in Raleigh.  They have 6 emp in the University area.


Description:
I contacted this medical office but the woman who answered was very short w/ me and told me she did not have time to join a credit union.  She is located in the Rosedale Shopping center near our new location in Huntersville so we may have an opportunity to talk with her in the future.


Description:
I called and spoke w/ Michelle.  The doctors will make the decision but they are busy w/ patients and they don't have e-mail addresses.  She told me I could send her some information but she was too busy to talk.  I mailed her a packet of information.


Description:
I called and spoke w/ Anna. She is currently a sole practitioner but she is very busy which is a positive thing for us.  Her practice is located in the Rosedale Shopping Center in Huntersville next to our new location.  She invited me to stop by sometime when I am in the area and if she isn't too busy at the time would like to meet me.


Description:
I e-mailed Vernon a comparison of Allegacy, Charlotte Metro, and Coastal.


Description:
I mailed Stacy information about Allegacy including our branch locations, No-surcharge ATM locations for all of her branches in NC & SC, & Co-op ATM lcoations for all of her branches in NC & SC.


Description:
I called and left a message for Patricia on her voice mail.  This company is located on Randolph Rd. so our dowtown location will be convenient for them.


Description:
I called and spoke w/ Gerald Winston who told me he had no problem looking over the information.  He wants me to mail him a packet.  This location has 14 employees and is in the university area which will be great for our Huntersville location.  The company also has another division off of I77.  I don't know how many employees are at that location but I am going to see if Gerald can help me procure that location as well.  I mailed him information.


Description:
I contacted Liz in Atlanta to see if they would like to affiliate  but Liz is out of the office until 5/17.  This company is located in the university area so they would be great for Huntersville.  They have about 18 employees.


Description:
I contacted the company but Donavan is out of the office.  I didn't leave a message.  This company is located in the Southpark area but since it is a Fortune 500 company headquartered in Charlotte I figured it was worth a couple calls.  Coastal FCU is more convenient but I am going to try Donavan again.


Description:
I left a message for David who is in Texas about the Charlotte location. They have about 20 emp who would use our Huntersville location.


Description:
I tried to contact this company but there was no answer when I called.  They are located on the same road that our Huntersville branch is located.


Description:
I tried to contact them again but still there was no answer.


Description:
I spoke with someone who works out of his home for H.J. Heinz Co.  He told me there are about 6 emp in Charlotte working out of their homes but that corporate is in Pittsburg and they have a corporate credit union there.


Description:
I contacted this company but I didn't get an answer when I called.


Description:
I contacted this company abut they already have Hamlet CU.  I left a message on someone's machine asking if they would be interested in offering another financial option for their employees but I haven't gotten a call back and there was not a name on the answering machine.  I was hoping we could add this 500 employee company for our Huntersville location.


Description:
I contacted this company.  Shannon Stanley wasn't available but I procured her e-mail address and I am going to send her an introduction e-mail.  Our Huntersville location will be very convenient for this location.


Description:
Called and left a voicemail for Angie following up on the information packet that I sent. Will look for her to return my call early next week, or will try reaching her again soon.


Description:
Called again to reach Robert in regards to following up on the information packet sent. He is currently busy and does not have voicemail. Will follow up again next week with him.


Description:
Called and spoke with Clark Bunting about possible affiliation with Allegacy. He said they currently offer Members CU, but feel that Allegacy is more convenient for their employees. Clark also mentioned several employees have expressed interest to him about Allegacy membership. I am mailing Clark our information packet today and will follow up with him in 2 weeks.


Description:
I met Dr. Mark Theriault at the Lake Norman Chamber After Hours.  He asked me to send him information about Allegacy.  I mailed him information.


Description:
I met Joanne at the Lake Norman Business After Hours event.  She was very interested in Allegacy.  The Edmund Center supervises her but everyone in the building is a contractor and The Edmund Center does not offer direct deposit.  They are located in Mooresville.  She asked me to send her information and she will pass it on to the owner of The Edmund Center.  I talked w/ Belinda to see how we would handle this group and she told me to get more information about the company after I send the information so we can come up w/ a solution.


Description:
This is the company who services my heating & air.  I called to talk w/ my representative, Kelly Painter, and asked the receptionist who I would need to speak w/ about affiliating w/ Allegacy.  She told me to contact Dave Huling.


Description:
They have their own credit union on site.  This company is located in the business park across from our new Huntersville location.


Description:
I called Charlie and left a voice mail message to confirm our lunch meeting tomorrow.


Description:
I spoke w/ the receptionist who told me that Carolinas Medical Center is in charge of all of their employee benefits and they have Charlotte Metro.  I contacted this company because they would have been a good fit for our Huntersville location.


Description:
I called and left a voice mail message for Vernon following up on the comparison I e-mailed him and to see if there is anything else I can do to help him make a decision.


Description:
I received an e-mail from Jean Marie letting me know she has been out of town a lot recently so she hasn't had a chance to review the information but as soon as she does she will let me know what she thinks.


Description:
I called Debbie Smith to follow up on their request for information. I mailed a packet to them on 4/26/04. Debbie said they received the packet and she passed it on to Mary. Mary is the office manager. Mary was out of the office for a week and has been working on closing out month end. She said she will call me if they have any questions.


Description:
Called to follow up with Vice President. He still had information and has not gotten back in touch with Civil yet. She said to check back in a couple of weeks to see where they are.


Description:
Called to talk with Gary re credit union affiliation.  Left message on machine. I also emailed him at Krispy Kreme.


Description:
I emailed Paul to check on the status of sponsorship. He contacted me back in late 2003. I have emailed him each month. He told me they still have not made a decision. I have sent association letter request to him along with a survey for the membership. There are 200 local members in this association.


Description:
I received an email from the website requesting information. I sent to Michelle Dalton at 1317 Boggs Drive in Mount Airy. I called to follow up and she said they are not interested in this. The home office is in Statesville. They do not branch out on their own for benefits and we do not have a convenient location for them. The phone number for Mt. Airy is 719-7901,


Description:
Emailed Andy to see if he would try to help us get a meeting with Katrina. Merger should be complete by now. He said this would be difficult with the banking relationships they have in place.


Description:
Received a phone call from Jack requesting information about their church afilliating with Allegacy. He said that the employees are not paid yet.They are in the process of setting up the positions of the church. We will look at adding through an association. I mailed information to him.


Description:
I called Diane to follow up . On April 26th I mailed a packet because she could not open zip files in her email. She is looking at a banking program for all of their offices. I told her we are currently serving the WS offices and would like to also serve the Charlotte and New Jersey ones as well. I left another message on her voicemail to call and let me know where they are in the process.


Description:
I sent follow-up email to contact person Gail Stapert. They have about 40 employees in New Jersey that are interested in credit union benefits.


Description:
I called and spoke w/ Becky to see if they would like to offer a local credit union.  She transferred me to the HR Director, Janet Smith Dixon.  I left a message on Janet's voice mail.


Description:
I sent Christina an introduction e-mail asking if NovaLis Technologies would like to affiliate.


Description:
Sent an e-mail to Jerry Proctor regarding a follow up on our previous discussion about affiliation. I left my contact info at the bottom and will look for him to return my note this week. Will continue following up and working with Jerry.


Description:
I called and left a message on Ernie's voice mail letting him know that I am Anya's coworker and that she suggested I call him to talk about affiliating.


Description:
I called and spoke w/ Aliesha.  She has been out of the office the last few weeks so she asked me to call her back the beginning of June to schedule a meeting.


Description:
I called and left a message on Bob's voice mail.


Description:
I sent Harvey and e-mail requesting a meeting to talk about affiliating.


Description:
I spoke w/ Brian and explained about the shared network we belong to so that his employees in Greensboro can do basic transactions if they need to go into a branch.  He is going to look over the info again.


Description:
I called and left a voice mail message for Mark.  This company is located in Concord and would be a great addition for our Huntersville location.


Description:
I called and spoke w/ Charlie to confirm our lunch meeting today.  I met w/ Charlie. She is going to present the credit union to her boss.  He is out of town for the next couple weeks.  She was very positive about affiliating and said she didn't see why her boss would object but she needed to run it by him.  She wants me to call her in a couple weeks if I haven't heard from her sooner.


Description:
Regina does not respond to repeated messages. She had previously mentioned that most of her employees were already members at Allegacy. Will mark as lost.


Description:
Met Bryan Tabor, the COO, at a chamber lunch last week. I spoke with him about Allegacy and the benefits we can offer Revival Soy employees. He referred me to Valerie Thomas in their human resources department. I called and spoke with Valerie today about possible affiliation with Allegacy. She said they are strongly interested in membership with us. Several employees have asked her to affiliate with us because of our convenience on E. Mountain St. I am sending her our information packet today. The only concern Valerie had was the fact that we allow smoking in our financial centers. Apparently, some of her employees visited the E. Mountain St. branch and had smoke blown in their direction from some of the Allegacy employees. The branch was said to be "too smoky." Valerie has asked that I look into this, because it could possibly be a part of her decision process on whether to affiliate or not.


Description:
Called and spoke with Dr. Fox about possible affiliation with Allegacy. She said several of her employees are already members with us and she did not feel it would be any more beneficial to affiliate. She thanked me for the call. Marking as lost.


Description:
Called and left a voicemail for Susan Rose to let her know that Winston Neurology was approved by our board and they are now in our field of membership. I also let her know that we were wanting to schedule an enrollment date to come out there and sign her employees and doctors up for membership.

5/19/04 - Set up enrollment date with Susan for May 27th at 12:15. Will give presentation on Allegacy's product and services at their staff meeting.


Description:
Called and spoke with Andrew about possible affiliation with Allegacy. He mentioned he was interested in offering a credit union to his employees. I am mailing him our information packet today and will follow up with him in 2 weeks.


Description:
Called and spoke with an assistant. She said my contact here is going to be Thomas Jacobs. I mentioned I was wanting to speak with him about possible affiliation with Allegacy and had some information I could send him. She requested I go ahead and mail our information packet, and she let me know she would plan on getting it to Mr. Jacobs. I will follow up with him shortly to see that he has received our info.


Description:
Called and spoke with Robert in regards to a follow up on the information packet sent a few weeks ago. He said he reviewed the materials and will ask around with his employees to see if there is any interest in the credit union. I asked him to please call me if he decides to affiliate. Will try reaching Robert again in a month to follow up one last time.


Description:
I called and left a voice mail message for Jerry confirming our lunch meeting tomorrow.


Description:
I called and spoke w/ Jerry to confirm our lunch meeting today.  I met w/ Jerry and Mark.  They seemed interested but were not sure their employees would use us.  Most of their employees are hispanic and don't trust banks.  He also mentioned that since we do not have a branch near their location that would be another obstacle because most of their employees cash paychecks and don't drive.  I told him about a Cashpoints ATM that is located nearby and that seemed to solve the problem.  They currently do not offer direct deposit but have been looking into doing so.  Jerry is going to feel out the foremen to see if they are interested in learning more about us and if they are would then like for me to come out to do a presentation for the foremen to see if they believe their employees would be interested before All American Roofing commits to affiliating.  Jerry does not want to join unless there is a large amount of interest.  The meetings would be held on Friday morning at 6:30 am and would need to be in English and Spanish.  I talked w/ Belinda about having Melody come and help me present to the foremen.  Melody will be able to help me.  Jerry wants me to check back w/ him next week to see if they would like to have the meetings.


Description:
Returned Fiona's call about possible affiliation with Allegacy. She informed me that she was interested in a money market account for the symphony. I briefly discussed the affiliation process and everything the credit union could offer her members. She is highly interested. I am mailing her the information packet today.


Description:
Dropped off payroll stuffers to Sharon Skeel-Hogan.


Description:
Called and followed up with Valerie regarding the smoke issue. I let her know that it has been taken to senior management and was currently being discussed. I informed Valerie it could be a few weeks before I hear anything, but I would update her on the issue as soon as I find out.


Description:
I mailed 250 flyers annoucing the new benefit for the members of this association. I am working with Brack Morton on scheduling an open house for the group. 

Mailed flyers to warren emerson
3933 Valley Ct A.
Winston Salem, NC 27106

Warren's email is wemerson2@triad.rr.com


Description:
Called again to follow up with Paul. I spoke with Glenda who told me he was very busy at the moment with the students because this is the last week of school before summer. She suggested I call him back next week when things settle down and the students are gone. Glenda will pass on the message that I will be calling Paul next week to follow up regarding affiliation.


Description:
Called and spoke with James Malton about possible affiliation with Allegacy. He was interested in our services and has agreed to let me mail him our information packet. Will send out today.


Description:
Called and spoke with Eric Button about possible affiliation with Allegacy. He was very nice on the phone and was interested in learning more about the credit union. I am mailing him our information packet today and will follow up with him in 2 weeks.


Description:
Belinda e-mailed me this company.  She received an economic development announcement from the Charlotte Chamber.  This company will employ 100 in Huntersville which will total about 350 employees in Huntersville including the division next door, Newell Rubbermaid Tools.  I called and spoke w/ Heidi Giovanelli.  Heidi asked me to send her some information and she will present it to her boss, Quentin Misenheimer.  I asked her about Newell Rubbermaid Tools Division located next door to them and she told me that she believes they currently offer a credit union but she isn't sure if it is local.  She thinks it is probably a corporate credit union.  She also believes that they will want to offer the same benefits to both locations.  I offered to meet with her to discuss the information before she presents it to Quentin but she told me that they are going to be extremely busy the next couple weeks trying to fill the employment positions.  I am mailing her the packet of information today and I will check back w/ her in a couple weeks to see if She and Quentin are available to meet.  I also contacted their neighboring division but I wasn't able to get past the automated directory.


Description:
I received an e-mail from Belinda about Rubbermaid Foodservice Products moving their headquarters to Huntersville.  This division is located next door and has approximately 250 employees.  I tried to contact them but I couldn't get past the automated phone directory.  I contacted the Rubbermaid Foodservice Products division and spoke w/ Heidi who told me that she believes the tool division already has a credit union but she isn't sure if it is local.  She does believe that the corporate office will want to offer the same benefits to both locations.  I will try to contact this company again later today.


Description:
I sent Jerry an e-mail to follow up on the information I mailed him.


Description:
Icontacted this company.  They are located in Huntersville.  Richard is on the other line and voice mail is currently not working.  I left a voice mail message.


Description:
I spoke w/ Richard.  They are moving to Mooresville so he told me to contact them when we have a branch in Mooresville.  They only have 3 employees.


Description:
Betina is not in the office today.  I am going to contact her next week to try to schedule a meeting.


Description:
I left Barbara a voice mail message.  This company is located in Huntersville.


Description:
I contacted the company but Brenda was not in the office.  I didn't leave a message.  I'll try again later.  This company is in Huntersville.


Description:
I contacted this company in Huntersville.  The owner, Johnny Plemmons, works at the Kernersville location.  I left a voice mail message for him.  They have 10 emp in Huntersville.


Description:
I contacted this company in Huntersville.  Sandra was out of the office.  I didn't leave a voice mail message.  I'm going to try again this week.


Description:
I tried to contact this company in Huntersville but there was no answer or voice mail.


Description:
I contacted this company in Huntersville but David was unavailable.  They only have 5 employees.  I am going to try David one more time.


Description:
I contacted this company in Huntersville.  I left a voice mail for Felicia.  She returned my call and let me know that they currently offer Truliant.  After speaking w/ Belinda I called Felicia back and left her a voice mail message asking if she would like to offer her employees another financial option since our new branch will be much more convenient for her employees.


Description:
I left a voice mail message for Kenny.  This company is located in Huntersville.


Description:
I spoke w/ Tucker but he was starting a meeting and asked that I call him back.


Description:
I spoke w/ a gentleman at this Huntersville area company who told me they are in a middle of a transition because they have been purchased by another company and that I should call back in 3 months.


Description:
I contacted this company because they are the home builders for the community right next door to the shopping center where our new location will be.  I am going to try to bring in the home owners association.  Right now there are just a few homes built but it looks like a very large home site.  No one answered and I didn't leave a message.  I'm going to try again later this week.


Description:
I tried to contact someone at the model home but no one answered.  I am going to drive over there next week and see if there is someone I can talk with.


Description:
I contacted this company because they are located in the University area close to Huntersville and they have a store on Exit 23.  I left a voice mail message for Jeff.


Description:
This company is in Huntersville.  I service my car there so I called the service manager I know and left her a voice mail message.  She returned my call and told me to contact Susan French at x1098.  Susan didn't answer and they don't have voice mail so the receptionist transferred me to Jane Henderson.  I spoke w/ Jane who asked me to mail her info that she can present to her boss.  I mailed Jane information.


Description:
I took my car into be serviced.  I talked w/ the mechanic and he is very interested in joining a credit union but they don't currently offer direct deposit. I asked him how many employees they have there and he said that there is about 15 just in the service department.  I'm going to find out if they are going to offer direct deposit when I follow up w/ Jane.


Description:
Beth was out of the office.  I didn't leave a message.  This company is located on Randolph Rd.


Description:
I tried to contact Dave.  I didn't leave a message this time.


Description:
I spoke w/ Mary.  She is not interested in offering credit union services.  This company would have been for our Huntersville location.


Description:
I spoke w/ Vince.  He isn't interested at this time but asked me to send him information and told me he would file it.


Description:
I called and left a message on Vernon's voice mail following up on the comparison I e-mailed him.  Vernon returned my call and told me he had all the information he needed and that I did a wonderful job.  He is going to be out of town the next couple weeks but will take a closer look at my comparison when he gets back.  He said they would not be ready to do anything for  June, but for me to check back w/ him at the end of June.


Description:
I spoke w/ Linda and scheduled a lunch meeting the 2nd week of June.


Description:
I called and left a voice mail message to see if Sheila's boss would like to have race tickets to Saturday's race.


Description:
Sheila returned my call.  They already have box seats so they don't need the tickets.  Sheila commented on how nice it was that I thought of them.  The person she is going to talk w/ about Allegacy is not her boss; he is the controller.  She still wants me to call her in a couple weeks.


Description:
I dropped off the race tickets and confirmed my enrollment Friday w/ Kevin.


Description:
When I arrived to do the enrollment Kevin told me that most of the employees had already left.   I checked w/ Kevin and he is thinking about offering direct deposit to all of the employees but hasn't decided yet. When he completed the factors to consider form he indicated that he did offer direct deposit to the employees.  He asked if we charge a fee and I told him we did not.  I also let him know about the $50 promotion that his employees would be able to take advantage of if he did offer them direct deposit.  I was able to talk to 5 employees about Allegacy.  Kevin asked me to come back in a couple weeks to talk to the others.  Two of the employees joined.  One opened a checking and the other opened a savings w/ $2045.  Three of the employees said that if the branch was open that they would open checking accounts but that w/o direct deposit it would be too hard for them to deposit their paychecks.  Chris offered to deposit the checks for them, if they decide to open checking accounts.  They are going to think about it some more and let me know when I come out the next time.  Belinda told me that if Kevin does decide to offer direct deposit to everyone that I can offer the employee who opened a checking account today the $50 special.


Description:
I talked to Chris about the enrollment tomorrow and he told me that the company only offers direct deposit to management.  I am going to talk to Kevin about it tomorrow.


Description:
Gave presentation at benefits fair and held enrollment with Rita Pressley. Signed up 12 new members, 11 checking, 7 overdrafts, 11 DD, and 1 P/R.


Description:
This company has their own credit union in Mocksville. They are a small one sponsor cu and we should not pursue.


Description:
Received a voicemail from Valerie. She had reviewed our materials and liked the idea of offering Allegacy as their credit union. She asked me to attend her benefits fair that she is holding today. Although she has not finished completing the affiliation paperwork yet, I am visiting on-site today to hold an enrollment. New members will be signed up through PULSE (Allegacy is waving the $10.00 fee). Belinda Wilson and Amy Cain assisted me in shifts from 9:00-2:00. Signed up 13 new members, 12 checking, 12 DD, 5 overdrafts, and 6 P/R. Will follow up with Valerie this week to thank her and to check on the affiliation paperwork status.


Description:
Spoke with Scott again at church on Sunday. I asked him if he had made any decisions regarding Allegacy affiliation. He said he really liked the credit union and our convenience. He still wants to review the information packet more and plans to talk with his other employees. He said it may be a slow process, but one he is still interested in. Will continue talking with Scott.


Description:
Visited with Sandy while at a friend's house -Sandy and them are neighbors. Sandy said she liked the idea of a credit union, however, she didn't think it would be a good idea to add at this time. She appreciated the offer though and thanked me. She is keeping my info in case she changes her mind in the future. Will mark as lost.


Description:
I called Jennifer to see if they are holding their annual employee benefit fair. They held this las summer. We visited last in December of 03.

She called me back and said they are on July 13th from 8:30-4. This will be outside event.

Amy and Rita will attend.


Description:
Held enrollment 2 new members, 4 checking accounts, 1 holiday club, 4 direct deposit, 2VISA, 2 overdraft


Description:
I sent an email to Angie asking her to contact Pam. We want to get automated payroll in place before holding an enrollment.


Description:
Called to schedule initial enrollment for new affiliation. Set for May 26th from 2-3 pm.


Description:
Mailed Ray Smith 200+ payroll stuffers regarding how employees of the Town of Kernersville can join Allegacy through joinallegacy.org. Included a personalized letter thanking Ray for distributing these to his workers.


Description:
I attended the new employee orientation.  I talked to 8 employees about Allegacy and gave them new member packets.


Description:
I left a voice mail message for Tucker w/ the receptionist.


Description:
I emailed Rebecca about enrollment. She emailed me back to say that they have only 1 new hire but the rest of the employees travel. She would prefer we send printed material. I dropped some packets in the mail to her today.


Description:
I spoke w/ Felicia.  Right now she is too busy to think about offering another credit union but she said she would be happy to talk w/ me about Allegacy if I called her back in 6 months.


Description:
I emailed Christine to see how everything is with her company and to see if we could hold an enrollment. It has been one year since we were last there.


Description:
I tried to contact this company again but no one answered.


Description:
I emailed Karen first to see if she is the right contact person and to see if we could do an enrollment. We have not had verbal contact with this company since 2001. We need to follow up more on this one.


Description:
I emailed Christy to see about scheduling an enrollment.


Description:
Beth is gone for the day.  They have approximately 25 employees.


Description:
I spoke w/ Dave.  They already have a relationship w/ BB&T.  BB&T takes care of their employee accounts.  I left him my information and he said he will keep us in mind if they decide to offer another financial option for their employees.


Description:
I talked with Carl about affiliation with his employees. He has 16 in a factory located off Old lexington rd in WS. I mailed a packet to him.


Description:
I called to follow up with Carl. I did not get him on the phone. He will be out of the office until Thursday May 27th. I left message for him to call me back.


Description:
Dropped off a membership kit with Allegacy's new product and services listed. It included a personalized letter along with my business card.


Description:
Sent another e-mail to Sheryll following up with her to see if she had spoken with the board president about possible affiliation with Allegacy. She is usually slow to return e-mails, but I will keep my eyes open for a reply sometime soon.


Description:
Called and left a voicemail for Clark regarding a follow up to the information packet sent. I will look for him to return my call this week, or will try reaching him again soon.


Description:
Called and thanked Valerie for allowing Allegacy to be apart of Revival Soy's benefits fair. She said she has decided to affiliate with Allegacy and is in the process of filling out the paper work right now. We should expect to receive them in the mail later this week. Valerie mentioned she still wants to hear about any decisions made regarding employee smoking in our financial centers.


Description:
Called and left a voicemail for Rebecca to follow up on our last conversation. I had never heard back from her, so I asked if I could be of any assistance to her and the affiliation process. Will look for her to return my call this week, or will continue following up with her.


Description:
Called to reach Joan again. Their office closes at lunch time for an hour and a half. Best time to reach her is early morning, or later in the afternoon. Will continue trying to reach her.


Description:
I emailed Jean. I heard from her on May 12th that she had not had time to review the information. I thought follow up would be good because it has been two weeks. She is in Mooresville and has 30 employees.


Description:
They have sold a portion of their company. They are also interviewing for a new accounting firm. Due to all of this, she has not had the opportunity to review and plan. They have 1000 employees. Part of the employees are in SC and Florida. I told her we could most certainly mail packets to these employees and I would have to check to see if we could schedule in person enrollments. She said that Florida has one of their largest offices. She is going to call me back next week.


Description:
I emailed Diane to follow up. We already have the WS part of Bayada Nurses in our field of membership. I contacted her to check on adding Charlotte. She suggested that we look at all of Bayada. I mailed packet to her in Moorestown, NJ.


Description:
Chuck Edwards emailed us through the website about affiliation. I emailed him back and mailed a packet of information. I also sent followup email to check.


Description:
Called again and left a voicemail for Angie in regards to a follow up. Will continue trying to reach her.


Description:
Called and spoke with Juanita about possible affiliation with Allegacy. She mentioned that Bishop McGuinness banks through Wachovia and they currently offer their employees the "At Work" program. Juanita said she is very hesitant to offer a credit union, because she is happy with Wachovia and does not want to hurt that relationship. She said she is exploring several benefit avenues right now, but offering a credit union was not top on her list. Although she said she will keep Allegacy in mind, the outlook for this account does not look good. Will mark as lost for now, but may want to contact again in the future.


Description:
Called again to reach Venessa. She was out of the office for the day, and I did not leave a voicemail. Will try reaching her again before leaving another message.


Description:
This practice is located in the Kernersville Professional Center. Called and spoke with an employee, who said the office manager was currently busy. She took a message and my contact info and said she would pass the note on, however, I will probably try calling this group back later on this week.


Description:
I had originally contacted this company when I was with Truliant.  They are located downtown in the Wachovia Center.  One of the obstacles for them to join Truliant was location.  Many of their employees came from the purchase of Duke Energy Corp's engineering and services operation and were not happy that they could no longer have access to the Truliant branch that is located in the Duke Energy building.  I called and left Darlene a voice mail message letting her know that I am w/ Allegacy now and we have a branch that is more convenient for her employees.  The Economic Development states the company is currently negotiating for relocation space in Mecklenburg.  Framatome currently employs 500 and is expecting to add 100 new jobs in the next 3 years.


Description:
Diane emailed me back. She said that they are in the process of adding another benefit and will be working on the banking one next. I contacted her regarding Charlotte and New Jersey. She is looking at Nationwide. They are headquartered in NJ.


Description:
I spoke with Tucker.  He wants me to send information about Allegacy and then follow up with a phone call to see if he has any questions.  He told me to put my name on the return address because a lot of times he does not look at mail if he doesn't recognize the sender.


Description:
I spoke w/ Betty.  I had originally contacted her for Truliant. I decided to contact her again because the 600 employee company is located in Concord and I thought our Huntersville branch would be a good fit.  She is not interested in offering a credit union right now because Sysco is very particular about the benefits they offer and we would need to have a branch in every city of NC & SC for them to offer us.  Right now they have a relationship w/ Wachovia because of the branch access.  When I contacted her for Truliant I sent her all of the service centers that are available in NC & SC.  Unfortunately there is not one in every city.  Betty is currently w/ State Employees so she does know the benefits of belonging to a credit union.  She told me if they ever decide to allow local credit unions she will call me.  I am going to e-mail her my information so she will have it just in case.


Description:
I mailed Tucker a packet of information.


Description:
I talked to this group about their manual payroll options. Currently she does payroll on Monday and faxes a listing to us on Tuesday. She then drives a check to our financial center on Wednesday. She is going to think about letting us draft an account instead of driving the check over. Or if she keeps it the same, she will drive check over on Tuesday with listing. She is aware that we will not post payroll without check in hand.


Description:
I talked with James about payroll options. Currently they cut a check for payroll deductions and mail it to us. I checked with Angie and we get the check on Monday. Their payday is Thursday. James said that they  have opened a business money market account with Allegacy. I suggested letting us debit this account for the amount fo the payroll deductions and then they can mail in a check to be deposited back into the money market. They currently process payroll in house. James is going to talk with the owner and get in touch with me.He also made a suggestion for College Park Church as a SEG.


Description:
I talked with Debra Perkins about payroll options. Currently they send in a listing of deductions by fax. FlexPay does their payroll. She is going to switch over to direct deposit. June 12th payroll. I sent her a listing of her employees and what their account number should be for the new ach posting. Gave a copy to Angie.


Description:
Called and spoke with Deborah about possible affiliation with Allegacy. She has requested more info on the credit union, so I am mailing her our information packet today. She said they already offer Members CU, but this isn't always convenient for her employees. Will follow up with her in 2 weeks.


Description:
Called and spoke with an assistant who informed me that all calls for Joan are to be patched through to her voicemail (unless they are an emergency). I left another voicemail for joan regarding a follow up and asked that she please return my call. I briefly described that Allegacy is a no-cost benefit/option that can be offered to her employees if she chooses to affiliate.


Description:
Called and spoke with Paul Smeltzer to follow up with him. He said that the Academy is downsizing next year from pre-k through grade 8, to just pre-k through grade 1. This will cut back some staff. He referred me to Greg Brewer who is the personnel director at the church, who is in charge of making these decisions. I am mailing Greg our information packet today along with a personal note mentioning what Paul and I had discussed. In the next follow up, I will see about the church and Academy both affilitating.


Description:
Sue does not respond to repeated messages. Will mark as lost.


Description:
Sharon Holt called about payroll changes. She is going to talk with Mr Reedy. She wants us to debit their account on Friday for the amount of their payroll. She will continue to send in the listing on Thursday and we will post Friday. Their payroll account is at Bank of America. She talked with owner and he is Ok with us drafting the account.


Description:
Called and left a voicemail for Leslie regarding possible affiliation with Allegacy. I will look for her to return my call soon, or will follow back up with her. They have added several new employees to the group.


Description:
After speaking with Betsy again, she said all of her employees already have a credit union membership with either Allegacy, or another credit union. Since there are only 5 employees, I will not contniue to pursue. Betsy was very complimentative of Allegacy.


Description:
Called and left a voicemail for Carol Hurley in regards to possible affiliation with Allegacy. I let her know that Allegacy is looking to expand our High Point market and asked that she return my call to discuss adding her group. An assistant informed me Carol was out for the day, so I will follow back up with her soon if I don't hear from her.


Description:
I spoke w/ Betina today.  Her boss is out of the office and she thinks he may be back Friday.  She is going to ask him if he is interested in meeting w/ me to talk about Allegacy.  I asked her if it would be alright for me to send him an e-mail highlighting the benefits of offering credit union services.  She gave me his e-mail address and told me she would talk w/ him when he comes in to see if he will meet w/ me.


Description:
I e-mailed Ken information about Allegacy.


Description:
I talked with Greg Russ. Currently they send us a check for their payroll. Greg agreed to allow us to debit their bank account for payment of the payroll. They are paid on Fridays.


Description:
I talked with terri about their payroll. Currently, she has a cutoff of 5 pm on Thursday for their payroll. She then faxes a listing to us and mails us a check on Friday. I told her the only thing she needs to change is the payment piece. She is very interested in ach. She is going to call Bruce Bullings at Flex pay. She is going to allow us to debit the account.


Description:
I talked with Karen about the payroll. She said that they currently mail the check on Friday. This is their paydate. Effective June 11th, we are going to do ach.


Description:
Called and left a voicemail for Jan about possible affiliation with Allegacy. I let her know that we were expanding our High Point market and would like to discuss offering her group the credit union as a free employee benefit. Will follow up to reach her again soon.


Description:
Called and spoke with Melissa again to follow up with our last conversation. She said she is still possibly interested in the credit union, however, dit not have a chance to present it in her last meeting. She is marking it on her schedule to present Allegacy at the next meeting in 2 weeks. She has asked that I follow up with her again after that. I will mark my calendar.


Description:
Called and spoke with Sheila about possible affiliation with Allegacy. I let her know that we are looking to expand our High Point market and would love to include her group. I am mailing her our information packet and will follow up with her in 2 weeks.


Description:
Had lunch with Robert Anderson and discussed the credit union and bio-tech industry. Robert is working with me and his contacts to get leads into the current bio-tech firms located in the triad area. He gave me a list of bio-tech recruiters and names at Wake Forest, who could possibly help us to bring firms into our membership. I am sending Robert an e-mail listing all of the current bio-tech companies I am researching to call on. After our lunch discussion, Robert liked everything we discussed in regards to Allegacy, and has asked that I send him our information packet to review. He may affiliate and offer Allegacy to his employees as well at Point DX. Will stay in close contact with Robert.


Description:
I talked with Anita Styers. She will be our new contact to send packets to. She works from 9-3pm in the benefit office. Her direct phone number is 758-5703. I sent 200 packets to her.


Description:
Called and left a voicemail for Epic Healthcare regarding possible affiliation with Allegacy. It was the company's general message center, so I asked that the office manager please call me back. I will call this group back again next week to discuss membership.


Description:
Called again to try and reach Clark. His voicemail picked up, but I did not leave a message. I will call Clark again around the middle of next week to follow up.

6/2/04 - Attempted to reach Clark again, will continue trying.


Description:
I called to schedule an enrollment with this group. Left message for Judy.


Description:
I tried to contact this company again.  I left a voice mail message for Lyn.


Description:
I called and left a voice mail message to follow up on the information I sent.


Description:
I attended a lunch meeting w/ Dan today and I am very excited about cultivating this new relationship.  He seemed very interested in helping me and very knowlegable about the area.  He is a division manager for the Southeastern region of Centex which consists of Charlotte, Raleigh, and Atlanta.  There are approximately 250 employees in this region and Charlotte is headquarters.  They are located off of I85 near the airport.  He is going to have his HR person, Sherri Satterfield contact me about meeting to discuss affiliating.  I also asked him for a contact person for the Rosedale Community they are building in Huntersville. This is the community that I have been trying to contact to bring in the Home Owners Association because the community is located next to our Huntersville financial center.  The majority of the homes are being built by Centex.  He is going to put me in touch w/ the person who handles the residential side  because he is primarily involved w/ the commercial side.  During our meeting he gave me some names of people who are very influential in Charlotte and told me he would get me phone numbers so I could contact them as well.  He also offered to introduce me to some people at the next Chamber Economic Development meeting. We also discussed a meeting w/ Mike Knight to talk about renovating our Huntersville location.  He currently has contracts w/ Bank of America & Wachovia.  I talked w/ Belinda and she told me to e-mail Mike and see if he would entertain a meeting w/ Dan to help me procure this company and cultivate a relationship.  I e-mailed Mike today.


Description:
I RECEIVED the authorizaton form for this group. Business checking account is with Southern Community Bank. We will draft act for payroll deductions strting June 11, 04.


Description:
Received authorization to debit account . Their account is with Bank of America. Starting effective June 4/04


Description:
went to company on 5/28/04
7 new members, 7 checking, 7 dir deposit, 7 pr ded, 1 mtg referral, 1 loan app & 6 pfp insurance


Description:
scheduled enrollment with Claire for Friday June 11th from 10:30-2:00


Description:
Received an e-mail from Sheryll mentioning that she has passed on the information about possible affiliation with Allegacy to Wayne. Any decisions regarding this issue will be made by their board. Sheryll provided Wayne's contact information and said I may want to get in touch with him to follow up. I will plan to send Wayne an e-mail later on this week discussing affiliation. I sent Sheryll a 'thank you' e-mail in return.


Description:
Josh has not responded to any recent messages. He did not show a lot of interest when we originally spoke. Will mark this account as lost.


Description:
Called and left a voicemail for Sharon Solomon regarding possible affiliation with Allegacy. Will look for her to return my call, or will follow up with her again later this week.


Description:
Called and spoke with Andrew to follow up on the information packet sent. He mentioned he has not had a chance to review the materials, but plans to do so this week. I asked if it would be ok for me to call him back in about 2 weeks, and he said that would be fine. Will mark my calendar and follow back up with him then.


Description:
Called to speak with Fiona in regards to following up on the information packet sent. She was gone for the day, so I left a message with an assistant. I am planning on speaking with Rob Simon this evening, who is the conductor for PWS. I will discuss affiliation with Rob, and call Fiona back tomorrow.


Description:
I left a message w/ the receptionist for Jerry.  She told me his door is closed and his line is busy but she will give him the message as soon as he is available.


Description:
I received an e-mail from Mike Knight letting me know that we have a contractor right now working on our Huntersville location but that he would be willing to meet w/ Dan to discuss bidding on future projects.  I called Dan to set up a meeting.  Dan is going to contact Mike directly. I e-mailed Mike to let him know Dan will be calling to work out the details.  Dan told me that he hasn't forgotten me but that he hasn't had a chance to talk w/ Sherri yet.  He is going to talk w/ her tomorrow.


Description:
I had lunch w/ 5 Carolina Tractor employees today. I talked to them about Allegacy and our new Huntersville location.  I told them that I am currently working with Vernon to see if Carolina Tractor will offer us to the employees.  One of the guys told me that he has asked Vernon for a local credit union before and would really like to be able to join one.


Description:
Called and spoke with Fiona again. In trying to reach Rob Simon, I was informed he was out of town for the week. Fiona said she was very pleased with the information and wants to open a money market for PWS with Allegacy. I informed her affiliation with us will give all members of the symphony eligibility for membership at the credit union as well. She is currently filling out the affiliation paperwork and will send it in this week. I will be sure to speak to Rob next week to thank him.


Description:
Called and left a voicemail for Russ regarding possible affiliation with Allegacy. He is currently out of town until June 7th, so I will follow up with him again and call back late next week.


Description:
called regina and lvm re our last conversation about direct deposit becoming mandantory
hoping to set up a time for us to go back out there


Description:
I received an e-mail from Mike letting me know he is available after 10 am on June 16th.  I called Dan to schedule the meeting after 1pm on the 16th.  Dan is going to e-mail Mike and cc me w/ the final details.  He also told me that he spoke w/ Sherri about affiliating and she will be calling me in the next couple days.


Description:
I called Sheila but she was extremely busy w/ an important visitor.  I offered to call her back at the end of the week.


Description:
Called and left a voicemail for Eric to follow up on the information packet sent. I asked that he please call me back at his earliest convenience. If I don't hear from him by the week's end, I will call him back early next week. He originally seemed very interested in the credit union.

6/4/04 - Called again to speak with Eric. Did not leave a message. Will continue trying to reach him early next week.

6/7/04 - Called again to reach Eric. Received his voicemail.


Description:
5/25/04 
I met Julia at the Chamber City Center Luncheon. She is the business development person for this company of consulting engineers and scientists.  They are located on the northside of Charlotte and Julia told me that most of their employees live in Huntersville.


Description:
I e-mailed Julia to see if I can schedule a lunch meeting.


Description:
I left a voice mail message for Jerry following up on the information I sent him and requesting a meeting.


Description:
I left another voice mail message for Barbara.  I called back and spoke w/ the receptionist.  This company has 200 employees and they are located in the business park across the street from our new location.  The receptionist told me that Barbara is extremely busy right now so I sent Barbara an e-mail with some information about Allegacy and a request to meet.


Description:
I spoke w Mark.  He is not interested in offering credit union services because he has only 1 employee who lives in Huntersville.  I asked him if I could e-mail him a list of our products and services so that he could see all of the other things we offer that would be beneficial even if our Huntersville branch is 20 miles away from their location.  He gave me his e-mail address and I e-mailed him information on Allegacy.  I will follow up one more time with him to see if he has changed his mind.


Description:
I tried to contact this company again.  Still there was no answer.  I am assuming it is a small company.  I deleted it off my prospect list.


Description:
I left Dr. Mark a message w/ his receptionist to follow up on the information I sent.


Description:
5/25/04
I saw Aleisha at the Center City Luncheon and confirmed that we are going to get together for lunch.  She told me to call her to schedule.


Description:
I left a voice mail message for Aleisha to schedule a lunch meeting.


Description:
I spoke w/ Donavan.  They already offer a credit union but he didn't know who.  He isn't the person who is in charge of credit union services but he did know they already offer someone.  I also checked w/ the receptionist but she is a temp so she didn't know if they had a credit union or not.  They aren't on Coastal's or Truliant's website.


Description:
I tried to contact this company again but the phone number was disconnected.  I looked up the company on switchboard.com and it looks like the company has moved to the Ballantyne area near Pineville which is not convenient to any of our branches.


Description:
I spoke w/ Stacy.  She hasn't had a chance to look at the information I sent her but she did get it.  She is going to look over it soon and asked me to check back w/ her at the end of the month.


Description:
I spoke w/ Jane.  She is new to her position and very overwhelmed right now.  I asked her when I should check back and she told me she would contact me after she has had a chance to present the info to her boss.  H


Description:
Called and spoke with Cheryl to check on the affiliation paperwork status - we had not received theirs yet. I let her know that the deadline for companies to be approved for this month is Thursday, June 10th. She said she will be sure to have them mailed by the end of this week. I thanked her and told her she could call me if she had any additional questions about the affiliation process.


Description:
I sent Shannon an introduction e-mail requesting a meeting.


Description:
I tried to contact this company but there was still no answer.  I think it might be a one person sales office.  I am deleting it from my prospect list.


Description:
I left Patricia a message w/ someone.  The woman who answered said she paged Patricia but didn't get an answer.  I asked for an e-mail address but the woman told me that she worked in the back and didn't know Patricia's r e-mail address but she would be happy to take a message.  I called back and spoke w/ the receptionist.  She gave me Patricia's e-mail address and told me she thinks there are around 100 employees at this location.  I asked her if they offer credit union services and she said she didn't have knowledge of one.


Description:
Patricia returned my call.  She was very interested in offering a credit union to her employees but she isn't sure if they will be allowed to offer a local credit union.  She is currently a member of Charlotte Metro so she knows the benefits of credit unions.  She is going to check w/ her supervisor and call me back.  I sent her an e-mail w/ some information about Allegacy and told her I will be happy to talk to someone at corporate if she would like me to.  They have 70 employees at their Randolph Rd. location which will be great for our downtown location.


Description:
Called again to reach Jan, but she was not in the office this afternoon. Will continue trying to get in touch with her.


Description:
Called again to reach Carolyn, however she was not in the office this afternoon. Will try reaching her again soon.


Description:
Called and left another voicemail for Venessa about possible affiliation with Allegacy. Will look for her to return my call soon, or will continue trying to reach her.


Description:
I called and left a voice mail message on Darlene's phone.


Description:
I contacted this company for Truliant.  They are located downtown so our Metroview location will be more convenient than the Truliant locations.  This is a prestigous cooking school and would be a great company for us.  When I spoke w Diane previously she was not interested in endorsing a particular credit union or bank.  I explained to her that the only way her employees would be able to join is if the company affiliates and that they can offer more than one credit union if they want.  I believe Truliant will be following up but I would like to pursue this compay.  I called and left a voice mail message for Diane letting her know that I am w/ Allegacy now and we have a location downtown.


Description:
I called Carl Sorenson. Left message on his voicemail


Description:
I spoke w/ Darlene and they are moving out of the downtown area so she does not want to make any plans until they know where they are going.  She said they are relocating somewhere in Charlotte and she will keep me in mind when she finds out where they are going.  I gave her my number and the name of my new credit union. I am going to call her if I see an announcement saying where they are moving or at the end of this year if I haven't heard from her.


Description:
I received an e-mail from Julia accepting my lunch invitation. I e-mailed her to finalize meeting time and location.


Description:
I have not received any response from Jerry. When we did speak, he never gave me any straight answers. He may have looked to another financial institution since our business account did not have what he was looking for. Will mark as lost.


Description:
Called again to reach Carol. I was told today that she does not have a set schedule, but periodically checks her voicemail. The best way to get in touch with her is to leave a message and she will call back. Left Carol another voicemail and will look for her to return my call.


Description:
Called and left a voicemail for Kevin regarding possible affiliation with Allegacy. Several employees have opened accounts with us recently, and they passed on Kevin Doss' name to us as an additional contact. I will look for Kevin to return my call early next week, or will follow back up with him soon.


Description:
Called to reach Leslie King, and was told she is no longer employed at TransTech. Sally Henson is temporarily filling in Human Resources until they hire a new HR Manager. I spoke with Sally about possible affiliation with Allegacy. I am mailing her our information packet and let her know that I would be following up in 2 weeks. She said they hope to have a new HR manager by then, and she will be sure to go over the materials with them.


Description:
Called and spoke with Bonnie Knoll about possible affiliation with Allegacy. She said they already offer Members CU and are pleased with their service. I let her know that she could offer and additional credit union to give her employees an option, but she did not want to take that route. She was very polite and I thanked her for her time. Will mark as lost.


Description:
Regina called and said that some time in August ADP will be coming out and she wants us to come out during that enrollment
She will call me with definite schedule but she plans to do it sometime in August


Description:
Called and left a voicemail for Tim Cooper about possible affiliation with Allegacy. Will look for him to return my call early next week, or will try reaching him again.


Description:
went out on 3/2/04 
1 new mbr, 1 checking & 1 overdraft


Description:
first enrollment held with 39 new mbrs, 30 checking, 10 pfp


Description:
went to enrollment on 3/8/04
1 new mbr 1 checking etc


Description:
did enrollment
2 new mbrs, 3 holiday, 4 pr ded


Description:
charlotte orientation
7 new mbrs, 6 checking, 5 dir dep, 2 pr ded etc


Description:
held enrollment
4 new members, 3 checking, 4 dir dep, 2 visa 1 overdraft and 1 mortgage


Description:
held enrollment
3 new mbrs, 2 new checking, 4 pr ded, 1 loan, 1 visa, 1 overdraft & 2 pfp


Description:
went to company
large group - very chaotic
8 new mbrs, 7 checking, 9 dir deposit, 6 pr ded & 2 pfp
eports all std checking except 1


Description:
held enrollment
2 new mbrs, 1 checking, 2 dir dep, 1 pr ded, 1 overdraft & 1 AIG


Description:
went to wake forest behavioral health
2 new mbrs, 2 checking, 2 dir dep, 2 pr ded, 2 loan, 2 visa, 2 equity, 3 overdraft & 5 pfp


Description:
went to enrollment on 3/30/04
10 new mbrs, 13 checking, 1 holiday, 18 dir dep, 7 pr ded, 7 loans, 2 visas 1 equity 3 overdraft. 5 pfp, 4 mortgage


Description:
2nd visit to westin
12 new mbrs, 8 checking, 7 dd, 11 prd, 5 pfp & 1 aig


Description:
went to enrollment
2 new members, 3 checking, 1 visa, 2 overdraft, 2 dir deposit


Description:
first enrollment
3 new members, 1 checking, 3 holiday, 2 pr, 2 visa


Description:
went to enrollment
5 new members, 4 checking, 5 dir dep, 4 pr ded, 2 loans, 3 visa & 5 pfp


Description:
went to enrollment
3 members, 3 checking, 2 dir dep, 4 pr ded, 3 loans & 1 visa


Description:
went to enrollment
2 new members, 2 checking, 2 dir dep 1 visa & 1 overdraft


Description:
did presentation at clemmons branch
seemed to be very well understood
1 new mbr, 1 checking, 1 dir dep


Description:
I have email Adam (one of the masons) and he has told me who to contact regarding their meetings and trying to go out to one of them and talk to the group again. I am in the process of checking on this.


Description:
met troy over at the army base at martin luther king jr drive
talked with the group about allegacy
they seemed to be very receptive
they wanted to look over the information and then get back to us


Description:
went to call a nurse
3 new members, 3 checking, & 3 dir dep


Description:
went to nurse finders
2 new members, 2 checking & 2 dir deposit


Description:
went to stimmel
5 new mbrs, 2 checking, 2 dir deposit, 1 pr ded, 3 loans, 3 visas, 2 overdraft & 1 AIG


Description:
went to stokes reynolds
7 new members, 6 checking, 2 holiday, 7 dir dep, 4 pr ded 1 visa, 3 equity, 3 pfp, & 1 mtg


Description:
went to human service
this group is a very different kind of group
if you visit the site you need to be sure and bring someone along with you
from what I understand they all live at the same address (on campus) and they all are considered volunteers
we did however have a very good turnout with this group
at this point I am not sure how many members we have signed up but I would guess to say around 30 or better - everyone there (98%) seem to have excellent credit and a lot of money to invest in savings avenues


Description:
Went to vulcan and as usual everyone was very nice
we signed 2 new members, 2 checking, 2 loans & 2 pr ded, 2 visas & 3 equity


Description:
went to arbor acres
4 new mbrs, 5 checking, 2 holiday, 4 dd, 3 prd, 1 loan, 2 visa, 4 pfp & 1 AIG


Description:
went to Dudley-
15 members, 11 checking, 7 pr ded (which they are not sure of they can even do) Belinda is still working on that, 5 PFP

Members are concerned since they do not offer dir deposit and at this point are not sure of pr de


Description:
went to golding
very nice group
7 new mbrs, 4 checking, 4 dir dep, 7 pr ded, & 4 pfp - I am in the process of trying to get a poster to darryl stallard that he can hang in the breakroom - I noticed while I was there that another financial institution had one hanging up and I wanted to get Allegacy up there as well


Description:
Went to EMS for our first visit
very nice people
10 new mbrs, 4 checking, 3 dir dep, 6 pr ded, 2 loans & 4 visas, 2 overdraft, 2 pfp & 1 AIG

Dan Coney's wife works there


Description:
went to oak summit
11 mbrs, 7 checking, 1 holiday, 11 dir dep, 7 pr ded, 2 overdraft, 6 pfp, 2 visa & 1 equity


Description:
went to ALO
about half of the staff werent there
saw 6 people
2 new mbrs, 2 checking, 2 dir dep, 2 pr ded, 1 car loan & 1 overdraft


Description:
went to sante fe
9 new members, 13 checking, 2 holiday, 10 dir dep, 9 pr ded, 3 loan apps, 1 visa approval and 4 visa apps, 1 overdraft approval and 1 overdraft application


Description:
went to pave
very nice group
the one member that is already with us took a visa, checking, overdraft, and direct deposit
the rest of the group wanted to think about it


Description:
went to initial enrollment
7 new mbrs, 6 checking, 5 dir dep, 6 pr ded, 1 loan app, 1 approved visa, 1 approved overdraft and 1 pfp insurance


Description:
Per Sharon Skeele - Hogan's request I will be delivering 10 mbr packets this afternoon for her to use in the new hire kits


Description:
Called and spoke with David Parks about possible affiliation with Allegacy. He did not seem very interested in the CU, however, he said I could mail him our information. I stressed several of our benefits vs. a bank. I am sending him our packet today and will follow up with him in 2 weeks.


Description:
I received a call from Patricia letting me know that they are very interested and would like to meet with me to learn more.  I scheduled a lunch meeting w/ Patricia & Connie Wilson, who is the administrator.  Patricia also gave me the number for Healthsouth Sports which is located across the street.  I contacted Healthsouth Sports and spoke w/ Shandelle Rocker, who is the admiistrator there.  She told me that all of their benefits are handled through corporate in Birmingham.  She also told me that Healthsouth has 12 locations in the Clt Metro area.  I am going to try to get more information about these other locations at my lunch meeting before I contact corporate 800-765-4772.


Description:
Called and spoke with Clark to follow up on our previous conversation. Clark is interested in offering Allegacy to his employees. He mentioned that he was pleased with our information packet and said we just need to get together to discuss the details of possible affiliation. He asked that I call back Monday morning to schedule and appointment with him.


Description:
I contacted this company originally for Truliant.  I had been working on it for the last couple years and had trouble getting in touch w/ my contact so I figured Truliant probably gave up.  I called today to talk w/ my old contact to see if they had made a decision and found out Kathy no longer works there.  I spoke w/ Steve Blake who is the executive director and scheduled a meeting with him next week.  I e-mailed him our website for him to review before the meeting.  Since this is a group of anesthesiologists I invited Karen Morgan to come with me to talk to Blake about her services.  They have approximately 40 employees in this group and are located 2.5 miles from our downtown location.


Description:
This company is located in Cornelius near Champion Tire and has 185 employees.  I left a voice mail message for Larry.


Description:
This company is located in Cornelius and has 110 employees.  Tom Cash was unavailable when I called so I sent him an e-mail.


Description:
I left a voice mail message for Marsha.  This company is located in Huntersville and has 100 employees.


Description:
I tried to contact this company in Huntersville but there was no answer.  They have 150 employees.


Description:
I left a voice mail message for Paula.  This company is located in Davidson and has 50 employees.


Description:
I spoke with Ruth.  They have laid off a lot of their Davidson employees and moved the location to Perimeter Dr. in Charlotte.  There are 15 - 20 employees in Charlotte.  She wants me to e-mail her information.


Description:
I tried to contact this company but the company voice mail picked up.  I didn't leave a message.  This company is located in Davidson and has 20 employees.


Description:
I tried to contact this company but there was no answer.  This 31 employee company is located in Davidson.


Description:
I received a call from Larry returning my call from Friday.  They currently have a credit union but it is located in Pennsylvania.  He is very interested in offering a local credit union.  We are going to meet next week and then he is going to check w/ corporate to see if they can offer a local credit union.


Description:
Enrollment scheduled for 6/15/04 & 6/16/04


Description:
Aliesha returned my call.  We scheduled a lunch meeting.


Description:
I received a phone call form this group in response to the payroll letter mailed out. They are allowing us to debit their bank account for payment of their payroll. They are paid the 15th and last day of the month. This will be effective June 15th.


Description:
Received a call to schedule enrollments. They are wanting us to come on Friday June 18th at 8:30 and visit each of the three locations. There are approximately 1 5 employees at each location.


Description:
I called him regarding ownership changes. Karen Morgan emailed me that she had lunch with him as a PFM client and was told that he sold the company. I talked with his wife and she said I need to talk with him. She is going to have him call me back.


Description:
I called this company to talk with them about credit union affiliation. They told me that Pat Harris no longer works for this company. The new contact person is Barbara Bricoli. She was unable to come to the phone. I left message for her to call me. This is for New Jersey location. They have 25 employees.


Description:
lvm w/Deborah Hill re: enrollment
they said that Karen Hawks is no longer with the company.


Description:
I called Mr Goldstein's office to follow up. I left message with Thelma, she is the administrative assistant.  They are a small company so I told her that we mailed an information packet to Mr Goldstein and I was calling to follow-up and assist him.


Description:
I called Michael to schedule official enrollment. He was very interested in this benefit. We just need to get in front of the employees. Irene volunteered to go back later this summer.


Description:
Called and left a voicemail for Clark to schedule our meeting.


Description:
called re enrollment, Connie was out of the office but they said to call her back tomorrow


Description:
Called Laura and she said that at this time her employees are on short time but that I can call her back the first part of August and they should be back working 40 hour weeks again.


Description:
Called and spoke with Robin Yates
He said to call him back the first part of August and we could plan to attend quarterly meeting he will be having probably the Monday after Labor Day Monday- I will call him in August


Description:
Called and left a voicemail for Thomas Jacobs following up on the information packet sent. Will call him back by the week's end if I don't hear from him before.


Description:
I spoke w/ Jerry.  He said that they presented the idea of a credit union at a large meeting and he is still waiting for feedback.  Right now there hasn't been very much interest but he is going to see if there is more this week.  I told him that Melody has agreed to come with me to talk with the foremen if there is some interest in learning more.  He is going to get back to me at the end of this week with an answer.


Description:
Called and spoke with Barbara Cannon about possible affiliation with Allegacy. I am mailing her our information packet today and will follow up with her again in 2 weeks.


Description:
I spoke w/ Sheila.  She is extremely busy this week but told me that next week will be good.  She asked me to call her back at the beginning of next week.


Description:
I spoke w/ Betina.  Ken has been in and out a lot and she hasn't had a chance to check with him.  I offered to take her to lunch to give her the information so that she can pass it on to Ken but she was not interested.  She is going to call me as soon as she has a chance to talk with him.


Description:
I left another voice mail message for Michelle and sent her an e-mail.


Description:
Called and spoke with Tim Cooper about possible affiliation with Allegacy. I am mailing him our information packet today and will follow up with him again in 2 weeks.


Description:
Spoke with Terri Cheek and I am planning to go out on Aug 5th to visit for enrollment.  She said that she will have addtl staff at that time due to summer help.


Description:
Talked with Celeste about enrollment
She asked that I call her back on 6/14/04
She wanted to check schedules before she gave me a date


Description:
I spoke w/ Tucker.  He has decided to affiliate with us!  His assistant Missy Parker is out of town this week and will be the person who completes the application.  I offered to call Missy and complete it for them and e-mail it for him to sign.  He told me to contact her at the end of next week.


Description:
Called and spoke to Betty Lyman at the office - Charlotte had not came in yet
I let her know of the ss# problem with Maria Melgoza and I did tell her that is Maria could get a valid TIN then we could open the account but at this point with the ss# showing as a deceased person we could not open the account


Description:
I attended new employee orientation.  I handed out 12 member kits.


Description:
Rita and I did a presentation for their board of directors. They wanted information on products and services and how we will serve membership.
They are located across the state and serve the needs of farmers. They were very interested in Allegacy Investment group and the different vehicles they may invest in. I told them we would arrange a presentation from this group in the future. I mailed more information to Jim on the different money market options. He stated that they looked at other credit unions but we were the best with followup and providing information.


Description:
called and lvm for Niki to call me back re: enrollment since the staff may have more time being that the students were out for the summer


Description:
Talked with Joyce Sides and she said that she will have Lori Crutchfield call me to set up a day for us to come out during orientation - It will be one day during the week of Aug 16th


Description:
E-mailed Wayne Conner regarding possible affiliation with Allegacy. I included a listing of our current associations already in our field of membership, and my contact information. I thanked him for his time in considering possible affiliation with AFCU.


Description:
lvm with Cindy Stanley
when I called for Jim Fatzinger they said he is no longer at Salemtowne


Description:
Spoke with Niki and she said for me to try and call her back around Aug 30th


Description:
Called and spoke with Carolyn Snell about possible affiliation with Allegacy. She said Epic Healthcare represents several medical practices, and she would have interest offering a credit union to their staffs. They currently do not offer CU benefits, and want to know more about when Allegacy will have facilities in High Point. I am mailing her our information packet today, and will call her back soon to let her know more details about our expansion into High Point.


Description:
Tried calling the listed number for Fedex Logistics multiple times over the course of several days, the line was always busy. I researched their address, and all results were conflicting. I called Fedex's main number, and they said this location is non-existent. This company was referred to me by David Saint-Hilaire from PFP. I am marking as lost.


Description:
Planning to go to ws site on 6/22 to see around 20 people - 
Keith Calloway called me and said that Yvonne had taken a new position and she would be between ws and gsbo from now on but if I wanted to meet with the gsbo or charlotte group I would have to go thru her


Description:
I received an e-mail from Michele thanking me for thinking of them but that they currently have an arrangement w/ RCB Centura and are happy with them.  I replied thanking her for her reply and consideration.


Description:
Martha called me and said August 9th will be the day that we can come out
She said she will have a room set up for us that afternoon
I have called her and lvm asking how many people to expect and what time she would want us there


Description:
Scheduled a sales call with Clark Bunting on Thursday, June 10th at 10:00.


Description:
Called and spoke with John Owensby regarding his affiliation decision. He said he was very thankful for all the business Allegacy conducts with him and wants to exchange some business our way as well. John has decided to affiliate Kernersville News and has asked me to mail him the affiliation paperwork again. I am sending this to him today and will follow up with him next week. He asked that I call him early Wednesday to confirm everything.


Description:
I met Julia for lunch.  She is very interested in Allegacy and is going to pass the information on to her HR person, Clara Gary.  Clara is out of the office this week but will be back next week. They have 25 employees.  I e-mailed Julia information on a book Belinda recommended I buy and thanked her for meeting with me.  She replied to thank me for the information and told me that she will talk w/ Clara next week.


Description:
I received a voice mail message from Dan confirming our lunch meeting with Mike.  I returned his call and left a voice mail message letting him know we will work out the final details next week.  Dan returned my call and told me that Sherry appologized about not giving me a call yet but she is very busy trying to fill about 75 new positions and will call me as soon as she can.


Description:
I left a voice mail message for Dan concerning our meeting w/ Mike because I didn't receive a response to Mike's e-mail.


Description:
I left a voice mail message for Linda confirming our lunch meeting today.  Received a call back from Linda cancelling lunch today.  She wants me to call her back to reschedule.  I called Linda back & we rescheduled for the end of this month.


Description:
Called and left a voicemail for Eric asking him to return my call this week.


Description:
My neighbor who works for Miller Clinic in Huntersville gave me the contact person for me to e-mail.


Description:
Called Greg Brewer to follow up on the information packet that I sent. Greg wasn't in and doesn't have voicemail, so I left a message for Paul Smeltzer to call me back in regards to a follow up. Will look for him to return my call soon.


Description:
Called and left a voicemail for Brian Dail regarding possible affiliation with Allegacy. Kevin has referred me back to Brian. There was not interest 4 years ago in the CU because of lack of convenience. However, I mentioned our new financial center in Clemmons and Mocksville ATM in the message. Will look for him to return my call, or will call him back soon.


Description:
Called to speak with Sharon Solomon about possible affiliation with Allegacy. She was in a meeting at the time, so I left a message with her assistant asking that she return my call at her earliest convenience.


Description:
Called to speak with Jim Malton in regards to a follow up on the information packet sent. I left a message with his assistant asking that he return my call at his earliest convenience.


Description:
Called and spoke with Deborah Keel in regards to a follow up on the information packet sent. She said she is still interested in offering Allegacy as a CU benefit, however, it will be next Spring before they will make their final decision. Once a year, she polls her employees about new benefits, and it is usually around the month of April. It has already passed for this year, so she will poll them next year to see if there is interest in Allegacy. I reminded her that there is no cost to affiliate and we have convenient locations to their office. Again, she commented that new benefits are decided on once a year in the early Spring. She asked that business development please call her back around February of 2005 to continue discussing possible affiliation. Please see this note under the "comments" section.


Description:
Called to reach Rebecca to see if I could be of any assistance. I did not leave a voicemail. Will call her back next week to see if she has any questions or concerns about the affiliation process. In past conversation, she mentioned it may take a while before she can "get around to offering Allegacy." But it is something she is still possibly interested in pursuing.


Description:
Called and spoke with Carol about possible affiliation with Allegacy. This practice is located in the Kernersville Professional Center. She said they only have 4 employees and have a long relationship with another bank. She is familiar with credit unions, but is not interested in changing their existing bank relationship. Due to the lack of interest and small number of employees, I will mark this account as lost.


Description:
I left a voice mail message for Joanne to see if she had a chance to talk w/ the owner of the Edmund Center and to see if she belonged to any associations or churches that we might be able to bring in.


Description:
I spoke w/ Gerald.  He glanced at the information quickly and is going to check w/ his employees to see if there is any interest.  I tried to schedule a meeting w/ him but he wants to talk w/ his employees first.  I sent an e-mail highlighting some of the benefits for him to present.


Description:
I spoke w/ Sandra.  They only have 1 employee and currently are happy w/ BB&T.


Description:
I spoke w/ Barbara to see if she had presented the information at last month's meeting.  She told me that the agenda was so full she did not.  She is hoping to do so at this month's meeting.  She is too busy to meet with me right now so I offered to send her an e-mail highlighting things for her to present at the meeting.  She was very greatful because she said it will take her a while to find the packet of information I mailed her.  I sent her the e-mail.


Description:
Sent an e-mail to Angie Ferree asking if she had made any final decisions regarding affiliation with Allegacy. I included a link to our website and highlighted our current rates and locations.


Description:
I called Diane to follow up on our initial conversation about the money market and to see about doing something to get the word out to their existing membership.


Description:
I talked with Phil Fontaine. I am preparing 2500 flyers to announce our partnership . He is doing their annual membership drive mailing. They have 471 members but 2500 are on the mailing list for kernersville.


Description:
Scheduled Amy Cain to attend their annual meeting.August 7th.


Description:
Called and left a voicemail with Valerie Thomas regarding the final decision on the financial center smoking issue. I let her know that senior management has decided not to make any changes to our smoking policies in the branch. I thanked her for her concern, and mentioned that I hope it doesn't change her decision to affiliate with us. I also let her know that Allegacy will have a team playing in the Nathan Tabor for Congress golf tournament.


Description:
Called and spoke with Sherry Hodge about possible affiliation with Allegacy. This company has locations in Mooresville and Cornelius. They do not currently offer a credit union, but Sherry said she really likes the idea of a credit union. She's been a member of one for several years. I am mailing her an information packet today and will follow up with her in 2 weeks.


Description:
Deborah called and said that she will email me a schedule and we can look at it to determine the best times for us to come


Description:
Emailed Teresa to ask her when the quarterly meeting would be because when I called the other day the lady in the office didn’t know anything about it.


Description:
Karen Morgan and I met w/ Steve Blake.  The meeting seemed to go very well.  We focused on PFM since the majority of employees are anesthesiologists.  Steve is going to survey his employees to see if there is an interest. I am going to e-mail him our survey.  Karen is going to mail him some of the new brochures for PFM.  He wants me to check back with him in a couple weeks.  This is the 3rd contact I have spoken with since I started pursuing this office 2 years ago.  The previous 2 were HR.  Steve is the executive director.


Description:
I have a lunch meeting today with Deb and Rebecca and Karen Morgan to talk about getting their new company owner's business.

Karen and I met with Deborah Tidwell and Rebecca . Their company is still intact. They sold to Laboratory Corp of America but remain a separate company. They are a division. The buyer has their own credit union called HLR- now Proponent Federal Credit Union. They told us that they have 25,000 employees in the Burlington office. This credit union is based out of New Jersey. Rebecca said they have been approached by the credit union to offer their services to the employees but the closest office is in Burlington. They are going to remain promoting Allegacy. I gave her the information to pass on so that the employees of LabCorp can affiliate as well. She told us that they are moving 30 employees later this year to the WS Lab office.


Description:
I contacted this company which is located in Mooresville.  Shannon was not in the office. I sent her an e-mail.


Description:
I contacted this hotel in Huntersville.  Amy Grigg is the general manager and will be in at 3pm. I spoke w/ Amy and scheduled a meeting for next Tuesday.


Description:
I e-mailed Steve to thank him for meeting w/ us yesterday.  I also included the employee survey and told him I will be dropping off some gifts for him to hand out w/ each survey.


Description:
I spoke w/ Gerald today.  He hasn't checked w/ his employees yet so I e-mailed him the survey.  I'm going to drop off some gifts for him to hand out w/ the survey this afternoon.


Description:
Met with Clark Bunting to discuss the affiliation process. He said several of his employees are already members at Allegacy, and he's very pleased with everything we offer. He has decided to affiliate with us and is sending the paperwork in this week. I let him know that tomorrow (6/11) is our last date to accept companies before the monthly board meeting. (Submitted referral to Allegacy Investment Group)


Description:
Called and left a voicemail for Tom Goco about possible affiliation with Allegacy. Will look for him to return my call by early next week, or will follow back up with him soon.


Description:
Called and spoke with Ed Gulledge about possible affiliation with Allegacy. I mentioned that we are a W-S based credit union expanding into the Charlotte area and opening a new location in Huntersville. He said he was not interested in offering a credit union and thanked me for my call. He was not willing to receive any of our information. Will mark as lost.


Description:
Called and spoke with Valerie Thomas because a Revival Soy employee came into our Hanes Mall FC and was not able to open an account. He was told that Revival Soy is not one of our SEGs and he did not want to join an association. I spoke with Valerie to let her know of the situation, and I asked her to refer him me, so that I could take care of seeing the employee's account opened. I mentioned to Valerie that we will keep running into this issue until we receive their affiliation paperwork. She said she was holding off on sending the papers in, because she wanted to know Allegacy's final decision on our smoking policy. She was greatly dissappointed that we will continue to allow smoking at our branches while transactions are being completed with members. I apologized for the "bad news" and mentioned again that I hope it doesn't effect her affiliation decision.


Description:
I picked up the request letter and interofficed it to Belinda.


Description:
Belinda called to tell me that if she got the paperwork by Friday she would be able to get it in for the board meeting this month.  I called Tucker and completed the paperwork for him over the phone.  I e-mailed him the letter and asked him to print it out on letterhead and sign and that I would be by to pick it up tomorrow.   He e-mailed me later this afternoon to let me know that it is signed and ready for me.


Description:
I spoke w/ Jerry at the University Council Luncheon today.  He is still waiting to get feed back from the employees.  He seemed very interested in offering us but didn't seem very hopeful that his employees would see the value.  I told him that I have a survey that I can e-mail him.  He wants me to e-mail it because the HR person hasn't had a chance to come up with one.  I e-mailed the survey.


Description:
I received a call from Charlie today.  Her boss is open to offering us as long as they can offer us to all of their locations.  Since Huntersville is their corporate I told her they can.  She is going to e-mail the employees to see if they are interested.  I offered to e-mail her our survey.  She wants me to e-mail it for her to review.  She is planning on sending it out today or tomorrow so she should be contacting me next week with an answer.  If they do decide to join, she wants to do the enrollments in July because she is busy w/ 401K right now.  I e-mailed her the survey.


Description:
Met with Rebecca from Triad Clinical Laboratory. She said that Lab Corp has 25,000 employees in their burlington office. She is going to pass on our credit union information to her contact there. She does not feel that they are going to offer our credit union, but she is going to suggest it. The other credit union involved is Proponent out of New Jersey. Their corporate office for this credit union is in NJ but the corporate office for the lab is in Burlington. We suggested allowing the employees an option as to where they would like to conduct business.


Description:
I tried to contact Mark but he is out of the office all week.  I am going to follow up with him next week.


Description:
I was told by an employee of another company that Spectrum may be bought by Quest Diagnostics. This is a larger Laboratory and Healthcare Services provider. Copy of information is in their file.


Description:
Called and spoke with an employee who said all of their agents are independent, and therefore would not like to offer a credit union. I let her know about our new Huntersville location coming soon. She thanked me for the call.


Description:
Called and received the office's general message center - The office is closed for the day. I did not leave a message, but will call back early next week to discuss possible affiliation with Allegacy.


Description:
Called and spoke with an assistant who informed me that they are affiliated with Carolinas Medical Center (CMC). Being that CMC is not in our field of membership, I will check with Belinda Wilson before continuing to pursue.


Description:
Called to speak with the business manager who is currently on vacation. She will return on Monday. Will try reaching her again around mid-week to discuss possible affiliation with Allegacy.


Description:
I received an e-mail from Betina today letting me know that she talked w/ her boss but he is not interested in offering us at this time.  I replied thanking her for all of her help and asking that she keep us in mind if he decides he would like to learn more in the future.


Description:
Received an e-mail response from Angie regarding possible affilaition. She mentioned she still has interest in partnership with the credit union, but still needs to discuss the issue with other decision-makers of the W-S Jaycees. She said it would be about 2-3 weeks before they will finalize a decision, and I should follow up with her then. I will mark my calendar. I replied with a 'thank you' e-mail.


Description:
scheduled to attend meeting on june 24th at 7:30 pm
I will email barbara reece the poster


Description:
Called to reach Russ again regarding possible affiliation. I received his voicemail, but did not leave a message. Will try him again this week before I leave another voicemail.


Description:
Per Debra's request, I mailed her some deposit envelopes
At this time she does not want to do dir deposit
She had thought about doing it and having business checking with us but since we do not have an ATM that takes deposits in Mocksville she cannot do business checking because she makes deposits everyday.
Since she is not doing business checking, she has chosen to wait on the direct deposit because she doesn’t want to pay for it


Description:
lvm with mark asking him if he wanted the spanish poster


Description:
The owner of this dealership contacted the call center about affiliation. I explained the process to him and mailed packet of information on business accounts and affiliation


Description:
Baptist Family Fun Day is scheduled for Saturday June 19th from 3:30-9:30./ We expect to see 14,000 employees and family members. Lynne is coordinating this event. We will do face painting and putt putt golf. We will have prizes. We gave Baptist a check for $10k to sponsor this event. We will be the only vendor there.


Description:
made a third phone to work on scheduling enrollments. She said that the employees are out for the summer. I told her we need to go ahead and schedule for Late July early August. Left voicemail,.


Description:
I met w/ Emi to talk about affiliating.  She is going to check w/ her staff to see if they will pay to have direct deposit.  The owner will offer direct deposit but each employee will have to pay $1 per paycheck to have it.  So far there hasn't been enough interest.  Emi is very interested in joining and thinks it will be a great benefit to her 23 employees in Huntersville.  I told her about the $50 special and that will cover 50 direct deposits for the employees.  She is going to meet with all of them next week and wants me to follow up with her next Friday to see what the response is.  She asked me to e-mail her the paperwork.  This company is located right behind Charlotte Metro in Huntersville but Emi commented that she was surprised no one contacted her.  I told her that we are a larger credit union with better products and services and that the Charlotte Metro ATM will be very convenient for the employees to access their Allegacy accounts.


Description:
I met Connie & Patricia for lunch.  They are interested in affiliating w/ Allegacy and gave me all of the information for the request letter and factors to consider.  I am going to e-mail Patricia the completed request letter for Connie to sign. I asked her about doctors and they don't have any employed by Healthsouth but there are surgeons who own small percentages of the company.  Connie told me that the largest owner they have is Charlotte Orthopedic.  I asked her to help me get a meeting.   She gave me the names of the CEO and CFO at Charlotte Orthopedic and told me that she will let Ray know when she talks to him today that we are a great benefit to offer, that her staff is very excited and that she gave me his information for me to contact him.


Description:
I called Crystal to talk about their application. They have 887 employees scattered thru NC, SC and Florida. They do not have automated payroll options available. I left message on voicemail. Turnover ratio is 43%


Description:
Received request for affiliaiton. Approved by cathy and NCUA. Taking to July board meeting.


Description:
Mailed Todd Nichols 5 new membership kits for his new hires.


Description:
I called to talk with beth about their payroll and payment. Left message on her voicemail regarding options.


Description:
I called back to follow up on payroll issues. Left message on Many's voicemail describing options and letting them know that we have reached the deadline.


Description:
I called Tim to talk about payroll. He said that he did not know about the letter and he would have to talk with the owners. I told him I was going to fax the form over that authorizes us to debit his bank account.


Description:
Cannot get in touch with Joan; she has not responded to my repeated messages. There does not seem to be any interest from this group. Will mark as lost.


Description:
Received a call from Russ Bernthal in regards to possible affiliation. He said his firm is very small right now, but they are looking to add new employees over the next few months. He will consider offering a credit union around December 2004. He was very appreciate of my call, and is interested in Allegacy. Will mark my calendar and SEG manager to contact again in 6 months.


Description:
I called Nedra to talk about payroll options. Left message on voicemail with choices and contact information


Description:
I called Cathy to talk about payroll options. They currently fax listing and then mail the check later. I asked the girl on the phone if she thought instead of mailing check that we can debit account. She said she had to talk to Cathy. Left message for her to call me back.


Description:
I called about payroll options. Employees are get set up on direct deposit. They are going to ach


Description:
The controller, Doral Nelson called me back. Phone number is 574-936-3131 ext 218 Fax is 574-936-1669. He asked me to fax information to him and he will send on the corporate office for processing.


Description:
I called to follow up on the payroll letter. They are in the process of switching everyone over to direct deposit. I called to see if they are going to continue on with sending manual payroll deduction files.


Description:
Received an e-mail from Gary Elkins in regard to their affiliation status. I returned his e-mail letting him know that we had the Food Bank's affiliation papers and they are waiting to go to this month's board meeting. I told him that either I or Belinda Wilson will be contacting him after the meeting to let him know of the Food Bank's status. I thanked him for his e-mail and asked him to contact me with any further questions.


Description:
Terry Wilmoth stopped by to inquire about a business account for his homeowners association. He had previously spoken with Tonya Vanhoy at our Kernersville Financial Center. I met with him and his wife and gave them the association affiliation paperwork and advised them on how the CU process works. I let him know that all homeowners in his association would be eligible for Allegacy membership as well upon affiliation. He already had the business accounts paperwork, however, I am also going to mail him our business accounts kit. Will follow up with Terry in a week to see if he has any additional questions.


Description:
I spoke w/ Patricia to let her know that I am going to e-mail her the paperwork tomorrow because I have been out of the office the last couple days.  She told me that she faxed over the other locations so I can call on them if I want.  I told her I will be in the area Monday and can pick up the list of locations since the fax went to Winston.


Description:
I e-mailed the completed paperwork to Patricia and told her I can come by Monday to pick it up.  I called Patricia to verify she received my earlier e-mail and she did not so I resent it.  She received the new one and is going to have it ready by Monday for me to pick up.


Description:
I received a call from Paige returning my last call.  She told me that she would like to offer a credit union but her supervisor is opposed to endorsing any financial institution.  Eric w/ Truliant has been following up with her but she hasn't had a chance to talk w/ him. I suggested that since her boss doesn't want to endorse a particular credit union that maybe he would allow two credit unions.  Plus, the employees who live in Huntersville would have a convenient location.  I asked Paige for the opportunity to let her know what Allegacy has to offer  before she makes a decision if and when she is able to convince her boss that credit union services would be a great benefit to offer.  She told me she would.


Description:
Dan and I met w/ Mike Knight in Winston.  The meeting went really well.  Dan suggested that it might be helpful for me if he attends my meeting w/ Sherri.  He said he won't hold it up, if he can't attend but he is going to try to set it up for next week.  I talked to him about the logistics of credit unions and he is very excited about joining.  He is interested in being on our board.  He is on a couple boards in Charlotte.


Description:
I met w/ Larry & Krista, his assistant.  They are both excited about joining Allegacy.   Larry is going to make sure it is ok w/ corporate this week.  He doesn't forsee a problem.  He wants me to send him a listing of service centers and ATMs for Hickory, Conover, & Newton.  All together those locations have 600 employees.  He wants me to check back with him next Friday.  He is also on the Mooresville Area Personnel Association and has offered to mention us at his next meeting on July 7th.  He is going to see if they will let me come and speak to the group.  This transpired because I mentioned that we are looking in the Mooresville area but I haven't had much luck w/ companies in the area.  I told them that I contacted  NGK Ceramics several times but haven't gotten a response.  He knows the HR person at NGK through the association and was very surprised I didn't get a response.  Larry is VP of the association.  He also gave me his association list but asked me to keep it confidential.  I told him I wouldn't contact anyone on the list until after his July meeting.


Description:
Held enrolloment at Baptist Family Fun Day. Approximately 14,000 people in attendance. We had putting, face painting and Max and Mo. We gave out badge holders. Prizes for golfing were fans, popcorn, umbrellas, and free round of golf at the salem open mini golf. We had twelve volunteers.


Description:
Held initial enrollment with Melody Garcia from 2:30-4:30. Signed up 21 new members, 18 chk, 18 DD, and 2 overdrafts. The majority of employees are Spanish-speaking. Spoke with Mark Parham about our new Allegacy en Espanol concept at the Hanes Mall Financial Center.


Description:
Barbara Reece called and wants us to attend a meeting in Mt Holly on Saturday July 17th
at 9:00.
She said that this group is paid from the Yadkinville Office


Description:
Met Stu Eperson at my step-sister's wedding this weekend. He is a long-time family friend. I spoke with him about Allegacy and what all we offer our affiliated companies and their employees. Stu was very interested in the idea of a credit union and asked if we could serve his employees at Salem Communications nationwide. I explained our ATM Co-op network and about how CU service centers work. He said he has about 8 employees here in Winston, but the majority are in California. I also discussed our Personal Financial Management (PfM) program with Stu, because he is an excellent canidate. He commented his radio stations generate around $75 million or more per year. I gave him my business card and told him I would contact him next week to discuss further affiliation. He is going to speak with his HR director about possibly adding CU benefits. I will speak with Belinda Wilson to see how she would like this company to be handle with nationwide employees.


Description:
Open enrollment is in July for benefits.


Description:
I left a voice mail message for Gwen asking for a meeting and letting her know Gary Knox suggested I call her.


Description:
I spoke w/ Gerald today.  He isn't sure how many employees filled out the survey.  He wants me to check back w/ him in the morning.


Description:
I called and spoke w/ the receptionist to find out which credit union they are with.   They have Nucor Credit Union in Brighton, SC.  I asked if they would allow a local credit union and the receptionist transferred me to Donavan again who told me again that he is not the person who deals with the credit union.  He transferred me to Liz Wells' vm and I left her a message.


Description:
Sent Melissa an e-mail following up with her regarding her final decision on affiliation. Will look for her to return my e-mail soon with her answer.

6/22/04 - Received an e-mail response from Melissa. She again said she was not able to present our materials to their board this month, because not all of members were in attendence. She will present it next month at the July board meeting. Will follow up with her then.


Description:
Carol has not responded to any of my repeated messages. I will mark this account as lost for now. Will make note to call this group again in a few months, after we have made more definite plans on our High Point/Greensboro location.


Description:
Called and left a final voicemail for Eric to follow up with him on BioEmerge's possible affiliation. I suggested that if he was interested in moving forward, I would be happy to come out there and meet with him to get things in the works. Will look for him to return my call this week, or will mark as lost.


Description:
Called and spoke with Brian about possible affiliation with Allegacy. He mentioned that we had contacted him in the past, but we couldn't serve his employees well with our locations. I told him about our new ATM in Mocksville and convenient branch in Clemmons. He said he would like to review our new materials now. I am sending him our information packet today, and will follow up with him in 2 weeks.


Description:
Called to reach Eva again this afternoon. She was out of the office and does not have voicemail. Will call back tomorrow.

6/23/04 - Eva was busy in a meeting this morning. Will continue trying to reach her.


Description:
Called and spoke with John to follow up again. He has received the affiliation papers and is in the process of filling them out. I told him if he had any questions, to please call me about the process. I let him know that we needed his paperwork soon, to be able to go to next month's board meeting.


Description:
Called and left a voicemail for Ms. Preston regarding possible affiliation with Allegacy. They currently offer Coastal FCU statewide for their employees. In my message, I mentioned that we would be convenient in serving their triad employees. I asked that she please call me back this week at her earliest convenience. Will look for her to return my call, or will try her again soon.


Description:
Called and left a voicemail for Peter Grzan letting him know the Piedmont Club had been approved. I asked him to return my call to set up an enrollment date for us to come see his employees. This was in response to a voicemail he left me earlier this afternoon.


Description:
Called and left another voicemail with Tom Goco about possible affiliation with Allegacy. I asked that he please return my call this week. Will look to follow up again soon.


Description:
Scheduled a sales call with Andrew on Thursday, July 8th at 3:00.


Description:
I received a voice mail message from Sherri asking me to give her a call back Thursday or Friday because she was going to be out of the office this afternoon and Wednesday.


Description:
I spoke w/ Julia.  She hasn't talked w/ Clara yet but she is going to tomorrow and then call me back.  She is going to try to set up a meeting for us.


Description:
I tried to contact this company again but no one answered.  I am going to delete this company off of my prospect list for now.


Description:
I left a voice mail message for Linda asking if we can reschedule lunch meeting for next week.


Description:
I spoke w/ Gerald.  He is ready to affiliate.  We completed the paperwork over the phone and I e-mailed him the request letter to sign.


Description:
6/11/04 
I met Chip at a BNI training class.  He just started his printing company downtown and is interested in helping his employees develop careers in his company.  Since he was interested in helping his employees and they are all young married people just getting started in life I took the opportunity to let him know how Allegacy can help them with their financial futures.  Chip gave me his contact information and asked me to call him.


Description:
6/15/04
I received an e-mail from Chip following up on our conversation.


Description:
6/16/04
 I left a voice mail message for Chip.


Description:
6/17/04
 I talked w/ Chip and scheduled a meeting next week to talk about the benefits of Allegacy.


Description:
I spoke w/ Tucker and scheduled the enrollment for July 15.


Description:
I left Patricia a voice mail message letting her know I would like to discuss setting up the enrollment.  Patricia returned my call and left a voice mail message letting me know that she is going to have Connie call me to schedule.


Description:
Called to reach Robert Coil to discuss possible affiliation with Allegacy. He is currently out of town and will return next week. Will call him back then.


Description:
Called and left one last voicemail for Venessa asking about possible affiliation with our CU. She has not responded to any of my previous messages. If I do not hear from her by the end of the week, I will mark account as lost.


Description:
There has been no response from Wayne Conner or Sheryll. Marking account as lost.


Description:
Called and left a voicemail with the HR assistant regarding possible affiliation with Allegacy. I mentioned that we are expanding our services into the High Point/Greensboro area, and would like to discuss adding their group to our membership. If I do not hear from them soon, I will call back.


Description:
I tried to contact Ernie but he is out of the office all week.  The receptionist told me that she isn't allowed to give out his e-mail address.  I'm going to send Anya an e-mail to see if she can help me get a meeting.


Description:
I received an e-mail from Sheila letting me know Jeff reviewed my information and is going to move forward as long as he can get HR approval.  She is going to call me as soon as she gets the ok from Jeff.  Sheila also gave me the contact information for the plant on Old Statesville Rd.  She believes they already have Coastal but isn't sure how the relationship is and suggested I call Kathy Reardon.  I e-mailed Sheila to thank her and to let her know that we can combine both locations in one letter even though neither one supervises or pays the other.  That was the hold up on Sheila's end when Coastal approached them.


Description:
Left a voicemail for Cindy Gross regarding possible affiliation with Allegacy. I mentioned that we are working to complete our newest location in Huntersville and would like to add her group. I asked that she return my call at her earliest convenience. If I do not hear from her soon, I will try again.


Description:
Spoke to Sharon's assistant who asked me to mail our information packet to them. I will send this out today and follow up in 2 weeks.


Description:
I e-mailed Dan to ask for the name & number of the person on the residential side I should contact about the Rosedale Homeowners Association in Huntersville.


Description:
Brian is on vacation this week.  I left him a voice mail message asking if he had a chance to review the information again and if he had made a decision on whether or not he would like to affiliate w/ us.


Description:
David is out of the office.  I left him a voice mail letting him know I am e-mailing him information.  I spoke w/ the receptionist they only have 7 employees but they do offer direct deposit and they are located across the street from our Huntersville location.


Description:
Called again to reach Jim regarding his final decision on affiliation. He was out of the office for the day and will return tomorrow. Will call him back then.


Description:
Called and left a message with Robert's assistant. I asked that he please return my call with his final decision regarding affiliation.


Description:
Called and spoke with Tim Cooper in regards to a follow up on the information packet sent. He is interested in the idea of a CU and wants to review our materials with their benefits supervisor. He asked that I be sure to follow up with him again next week.


Description:
Called and left a voicemail for Sally Henson regarding a follow up on the information packet sent. I also tried to inquire if they have hired a new HR manager for me discuss the possible affiliation with. Will look for her to return my call soon, or will call her back again.


Description:
Called and left a voicemail for Jessie Roper regarding possible affiliation with Allegacy. I mentioned that we could conveniently serve her Charlotte and Winston offices, and would be adding a High Point/Greensboro location soon to serve their headquarters. Will look for her to return my call soon, or will try her again.


Description:
Called and left another voicemail for Tom Jacobs following up on the information packet sent. I asked that he please return my call at his earliest convenience.


Description:
Called and spoke with Gary Elkins to let him know the Food Bank was approved by our board of directors. He wants to review his calendar to figure out a time to set up an enrollment. He will get back to me this week with a date and time.


Description:
Called and spoke with Janice to follow up again. She said she has still not looked at our materials. I mentioned that I could come out there to briefly discuss our products and services with her, and also let her know that our affiliation process was simple and not time consuming. She has been backed up with work lately and will review CU benefits soon. She took my number and said she will call me back in the next 2 weeks with either a meeting date and/or affiliation decision.


Description:
Called and spoke with Deborah Darnell about possible affiliation with Allegacy. She did not seem very interested in the idea of a CU, but she said it would be OK for me to mail her our information packet. Will mail this out today and follow up with her in 2 weeks.


Description:
Called and spoke with Robert to follow up with him. We have been keeping in contact lately -he has provided leads to several companies. I asked if he had reviewed Allegacy's information for his company yet, and he said he has passed that on to HR and Lynn is reviewing it. Robert will talk with Lynn about adding us to their benefits and has asked that I follow up with her in about 2-3 weeks. Will mark my calendar.


Description:
I met w/ Chip today.  He is going to check w/ his staff to see if they are interested.


Description:
I called to confirm lunch meeting today and receptionist told me that Aliesha called in sick today. I left a voice mail message for Aliesha.


Description:
I called and left a voice message for Rawle Barker who is the Director of HR for Pesbyterian.  One of the new employee orientation instructors gave me his name to call to find out who the HR person will be at the Presbyterian Huntersville location.


Description:
I attended the new employee orientation.  I picked up 3 new applications.


Description:
Rawle returned my call.  I asked him if he already had the HR person for the Huntersville location.  He told me Tracy Craig will be transferring to Huntersville.  I called and left a voice mail message for Tracy to see if she is available to meet for lunch.


Description:
I left a voice mail message for Bob and sent an e-mail.


Description:
E-mailed Rob Simon our association affiliation papers to include the entire PWS group. This group is made up entirely of volunteers and they do not pay dues. I asked Rob to include a copy of their by-laws for NCUA to review.


Description:
Gwen returned my call.  They are already affiliated w/ Coastal and have been for years.  She is not interested in offering another financial option for her employees and doesn't feel like location is an issue for her employees.


Description:
I left a voice mail message for Jerry asking if they have made a decision yet.


Description:
David Foster, Amy Cain, and Meyer Davis from PFP held enrollment from 10:30-2:30. Signed up 6 new members, 7 checking, 10 DD, 8 P/R, 2 H/V clubs, 4 VISA, and 5 overdrafts.


Description:
Received request for memberhsip information via the internet site. I emailed her back and mailed packet.


Description:
I left a voice mail message for Larry following up on whether or not corporate has given them permission to join.  

Larry returned my call and told me they are ready to join.   He also told me he talked to a few of the members of the Mooresville association he belongs to and at least 4 of them are with Corporate America Family Credt Union in Highpoint, NC.  Larry contacted Corporate America and asked them to mail him their information.  He told me our rates blow them away and suggested that I mail all of the companies on the list a comparison of a few of our rates compared to Corporate America's rates w/o mentioning their name, and the annual savings.  He also asked me to e-mail him a poster he can hang up to advertise our enrollment and suggested I do a comparison of our rates w/ other credit unions in North Mecklenburg and Iredell counties for his employees.

I e-mailed him the completed paperwork and he replied letting me know he received it.


Description:
I spoke w/ Jerry to see if he had the letter ready for me.  He hasn't touched it yet but is going to try to have it ready this week.


Description:
I left Larry a voice mail message asking if he had the request letter ready for me to pick up.

Larry sent me an e-mail letting me know he hasn't gotten clearance yet and he just found out that they will only offer direct deposit not payroll deduction.  He is going to call me as soon as he can sign.

I called and spoke to Larry because I thought he had already gotten approval.  It turns out he e-mailed the letter to his corporate payroll who is going to run it by her boss.  He doesn't know why she felt like it should be forwarded but he doesn't have any say so about it.  He thinks it may be becaue he requested us for his location and possbily Conover who he supervises.  He is going to let me know what they say in the next couple days.


Description:
I left Vernon a voice mail following up with to see if he would like to offer Allegacy to his employees.


Description:
I called Rob Ellis who is the CFO and left a voice mail message letting him know Connie Wilson at Healthsouth Surgery suggested I contact him about offering credit union services to his employees.


Description:
Per her request I mailed Patricia information on our business accounts and e-mailed her to let her know that we sometimes have repossessed cars for sale.

Received e-mail from Patricia requesting a particular date for the enrollment.  I replied with a couple alternative dates.   She wants me to do 3 meetings for the 3 departmens starting at 11:00 am.


Description:
I left Jerry a voice mail message requesting a meeting to talk about credit union services.


Description:
I left Steve a voice mail message following up on the survey.


Description:
I spoke w/ Harvey and they do not offer direct deposit at this time.  I asked him to keep us in mind if they decide to offer direct deposit in the future and would like to offer credit union services.


Description:
I left a voice mail message for Charlie following up on the survey to see if her employees are interested in joining.


Description:
Heidi is out of the office until July 6th.  I will follow up w/ her in July.


Description:
I left a voice mail message for Mark following up on the information I e-mailed him.


Description:
I tried to contact Tom but he was unavailable. I didn't leave a voice mail message.


Description:
Sherri was unavailble.  I didn't leave a voice mail message.


Description:
This labor union contacted me to look at coming to their board meeting to do a presentation.They are looking at Affinity and us as far as offering a credit union to their members. They have 22 employees and 6000 members right now.They are expecting to double their membership over the next two years.


Description:
Mailed Richard Brodeur 15 membership kits and 25 payroll deduction forms at his request.


Description:
Called and left a voicemail for Judy Peters about possible affiliation with Allegacy. Several AON employees have expressed interest in membership, and we opened several accounts for AON employees at a recent Pepsi enrollment being held in the same building as AON. A director refered me to get in touch with Judy Peters about their possible affiliation. Will follow up with her later this week if I don't hear from her before.


Description:
Called and spoke with Gloria about possible affiliation with Allegacy. Ms. Preston referred me to her as our contact. Gloria is very interested in AFCU servicing their Triad employees. I am mailing her our information packet today and will follow up with her next week. Gloria commented she will probably strongly pursue this after reviewing our materials.


Description:
We had still not received Revival Soy's paperwork, so I called Valerie to see if she had made a final decision regarding affiliation. She said all of the papers are filled out and ready to be returned to us, she just needs her CFO to sign off on them. She has decided to affiliate and commented that we should receive the paperwork no later than the middle of next week. I thanked her for her decision.


Description:
I received an e-mail from Patricia letting me know we can schedule the enrollment for July 26th.  She is going to be out of town but asked me to leave packets for new hires.  I e-mailed her to find out the times and how many employees she expected at each time.


Description:
Rita and I held enrollment at the Charlotte facility. There are a total of  about 25 employees here. Address is 4701 Park Road.  Phone 704-521-9116. fax is 704-521-8617. Contact is Tom Leitzel.  We saw 2 employees and they both signed up.


Description:
I spoke w/ Chip today.  He told me that his employees are supposed to get back to him this week and he should have an answer for me by the end of this week or the beginning of next.


Description:
Held enrollment with Anya Pacyga from 11:00-1:00. Signed up 2 new members, 1 loan, and 1 payroll deduction.


Description:
Call to Jose about p/w. He promised it to be sent in before July 16th.


Description:
Spoke with Robin and she said that she wants me to call her back in the middle of August because they are doing some new hiring and it would be better then


Description:
I called Vernon but didn't leave a voice mail message.  I sent him an e-mail to follow up.


Description:
going on aug 9th and taking 80 packets for staff
Martha has requested that we take packets and then come back the next day from 9-12 for info session in the media center


Description:
I spoke w/ Gail.  They already offer Carolina Cooperative but she told me to e-mail her some information and she will see if they are interested in offering a more convenient credit union. Carolina Cooperative's head quarters is in south Charlotte and they have a branch in Charlotte on Independence. They also have branches in Gastonia, NC & Monroe, NC. I e-mailed her some information.


Description:
I left a voice mail message for Beth McDonald.  They have 4 locations.  One of their locations is in Huntersville and they have another one near our Metroview location.


Description:
I spoke w/ Stacy.  She just got back in town and is extremely busy so she hasn't had a chance to look over the information I sent her.  She asked me to check back w/ her at the end of July.


Description:
I spoke w/ Patricia.  She is very busy w/ payroll so she will call me back later this afternoon or tomorrow.  Patricia called me back today and we confirmed the enrollment and worked out the meeting details.  Patricia may be out of town but she is leaving the black Allegacy folder on her desk w/ their direct deposit forms and a roster.  She also wants me to e-mail her something she can hang up promoting the $50 checking special.  I e-mailed her a poster.


Description:
Donna is out of the office until July 6th.  This company is located in Charlotte near Huntersville and would be a good addition for our Huntersville location.


Description:
Called and left a voicemail with Cindy to set up an enrollment at her request.

7/1/04 - Called Cindy back at the end of the day to try and reach her again, she was unavailable.

7/2/04 - Set up enrollment on July 23rd from 2:00-4:00. AC/DS will attend.


Description:
Called and spoke with Judy Peters about affiliation. She said they have a corporate credit union that does not allow them to affiliate with other CU's. She said she would love to offer Allegacy to her employees locally, but it is not something AON allows. I informed her that any employees there wanting to join AFCU may sign up through an association by stopping in a branch or through our joinallegacy website. She thanked me for the call. Will mark as lost.


Description:
Called John to inquire if he had sent the affiliation paperwork in -deadline is July 9th. He was out of the office for the week, but I will call back first of next week to make sure and get the papers to go to this month's board meeting.


Description:
Called and left a voicemail for Barbara to follow up on the information packet sent to her. Will look for her to return my call in the next few days, or will follow back up with her soon.


Description:
Called and spoke with Sherry to follow up on the information packet sent. She said she is pleased with everything Allegacy offers and our Huntersville location is very convenient. She mentioned she will probably go ahead and affiliate, but wants to run it by a few of the agents at the firm first. She will call me in 2 weeks to let me know her decision.


Description:
Called and spoke with Sheila Hodges to follow up on the information packet sent to her. She said she has reviewed the materials and likes the idea of a credit union, however, Cornerstone just signed a new contract with First Citizens. Sheila referred me to Lisa Cox who is there CFO. Lisa would be in charge of making this final decision. I tried to reach Lisa, but she was not in the office today. Will follow up.


Description:
I mailed John a proposal for him to present to the Charlotte Board of Realtors Association.


Description:
I spoke w/ John at the University Council Luncheon about the Charlotte Board of Realtors Association affiliating.  He told me to mail him a one page proposal.


Description:
Called and spoke with Susan Park at California Fresh Buffet about a business account. I completed the survey and ran the information by Belinda. I let Susan know that we were not equipped at this time to handle the type of account she was asking for. The buffet does a lot of Visa/MC transactions that we can't process.


Description:
Mailed an information packet to Harry Weiler
EVP of the associaiton requesting affiliation.


Description:
Called Harry to follow up on our information packet. He mentioned difficulty in passing this with the bank's participation in the association. He asked me to follow up in a month.


Description:
Emailed Harry to followup. I stressed that there were not any requirements for participation and no cost to the association to affiliate.


Description:
Harry called me and asked that I write a letter to him asking him to take this to the baord for consideration. He apologized for taking so ling to get back with me. I emailed electronic versions of all the forms to him per his request. He invited me to attend the executive baord meeting on July 13th at 4:30 to present our information.


Description:
Received a call from Shashawnda regarding affiliation. She said she is interested in our services and requested our information packet. I am mailing this to her today and will follow up with her in 2 weeks.


Description:
I stopped by this office on my way back from visiting the Metroview financial center to see if they are part of Novant.  I spoke w/ the adminstrator's assistant who told me they are affiliated w/ Novant but not part of them.  She asked me to e-mail her some information that she can pass on to Michelle Skipper, her boss.  They are located inside the Mid-Town Medical Plaza right across from our location and have 50 employees.  Sarah seemed very interested.  I    e-mailed her some information.


Description:
I called to follow up about money market. I am sending the forms to open account. I am also sending the forms for her to do the mailing out to membership announcing our partnership and their eligibility. Diane said she was very excited about the response from the new members. She said they are getting about $200 per week.


Description:
I tried to contact Judy. Her voice mail was not working so I e-mailed her to see if we can meet to talk about Allegacy.


Description:
I left a voice mail message for Richard to see if they are interested in offering Allegacy.


Description:
I attended the new employee orientation today and handed out 25 member kits.


Description:
I left a voice mail message for Larry following up on the paperwork.  I received an e-mail from Larry letting me know that corporate has decided because of legal ramifications that they do not want to join at this time.  He sent them a comparison of us and their corporate credit union and we beat the corporate on every product and service.  They are going to research further to see if they feel comfortable endorsing a credit union and are considering disolving their corporate relationship with their present credit union.  Larry called and asked me if there is some way he can join even if the company does not.  I told him he can join Pulse.  I mailed him all the paperwork and e-mailed him instructions.  I am going to put this company on hold and hopefully they will decide to affiliate soon.


Description:
I talked w/ Fred.  He is very happy with Allegacy and would like me to come out and talk to his staff at one of their Tuesday morning meetings. He told me that they have about 55 total employees.  There are 20 Charlotte employees.  The rest of their locations have two technicians on site.  He is busy w/ an audit right now but would like me to call him at the end of next week to schedule the visit. I e-mailed him a payroll stuffer to add to the remote employees' paychecks.


Description:
I left a voice mail message for John to see if he has a few minutes to meet with me.


Description:
Received paperwork from this association. I submitted to NCUA for approval. They have 5400 members so I had to send the long form. May take a few weeks to get approval.


Description:
Taking to baord on July 20th, received NCUA approval.


Description:
I emailed Barbara thanking her for the opportunity to present our information. I also asked her for a timeframe of a decision process. Made presentation to the executive team members. Affinity credit union was also there.


Description:
Called again. Carl is on vacation again. I clicked for help. The HR assistant told me that a decision has not been made yet. She said that open enrollment is late October to early November. This would be the time they would typically follow up with any new benefits. She said she will give Carl the message that I called after he returns.


Description:
Received an email from Chuck that Al is interested in possibility of opening a certificate for the church funds. I was told to contact him next week. He is on vacation. I am mailing the business packet to him so he will have the information to discuss shen he gets back.


Description:
I received an e-mail from Anya telling me she left Ernie a voice mail message letting him know that I will be contacting him.  I e-mailed him today to follow up on Anya's conversation.


Description:
Met with Andrew to discuss affiliation with Allegacy. He liked the idea of a credit union and is interested in affiliating, however, his company does not offer direct deposit. I let him know that is one of our requirements. He is going to look into possibly switching to electronic payroll and will get back in touch with me if he does. I may follow up with him again in a few weeks to see if he has made any decisions on that issue.


Description:
I spoke w/ Linda and rescheduled our lunch for next Friday.


Description:
I received an e-mail from Ernie letting me know he has been extremely busy the past several weeks but would like to plan a phone conversation for next Wed or Thurs.  I e-mailed him back letting him know that I will call him next Wed or Thurs.


Description:
I tried to contact Barbara.  She was out of the office so I left a voice mail message.


Description:
I met one of the employees at the international festival downtown who asked me to call Lisa Wilson to see if they would be interested in affiliating.  I tried to contact Lisa but she was not available.  I left a voice mail message.


Description:
I left a voice mail message for Charlie to follow up on decision.


Description:
I spoke w/ Steve but he had someone in his office so he told me he would call me back.  I was calling to follow up to see if he had made a decision on affiliating.


Description:
I spoke w/ Jerry.  He is going to print and sign the paperwork today and call me when it is ready.


Description:
Emi was away from her desk.  I left a voice mail message for her.


Description:
I spoke w/ Emi.  She is going to check w/ the owner and call me back this afternoon.


Description:
Sherri is out of the office today.  I didn't leave a message.  I'll try back next week.


Description:
I met Amber who is the community relations coordinator for the BobCats at the Novant - Presbyterian benefits fair today.  She asked me to e-mail her some information and she will forward it to Kay Lowry.


Description:
I e-mailed Amber some information.  Amber replied and told me that she forwarded the information to Colleen Millsap, Executive VP of Administration.  Colleen's e-mail address is cmillsap@bobcatsbasketball.com.


Description:
I spoke w/ Sarah. She passed the information on to Michelle but Michelle has been very busy and on vacation so they haven't discussed it.  She is going to talk to Michelle and also run it by the accountant.  Sarah wants me to check back w/ her at the end of next week.


Description:
I met Steve at the Habitat for Humanity event that Belinda and I participated in.  He is the previous president of this organization and very pro credit unions.  He gave me his card and asked me to contact him to see if we can set up a meeting w/ him and Kim Chapman who is the current president of the organization.  I spoke w/ Steve today and he asked me to e-mail him some information that he can pass on to Kim.  I e-mailed Steve information.


Description:
Larry returned my call and asked me to help him complete the member application and Pulse Association form over the phone.  We completed it and he is going to mail it to me c/o Belinda.  I also told him if he had any employees who are interested in joining that he could send them to us and we will tell them how they can join through one of our associations so he won't be endorsing us.  He agreed to do so.


Description:
I received a voice mail message from Jerry apologizing for not returning my calls sooner and letting me know that his employees haven't expressed any interest in joining.  He will keep us in mind for the future if anything changes.  I e-mailed him to thank him for the update.


Description:
I tried to contact Lisa but she was out of the office.  I e-mailed her some information.


Description:
I spoke w/ Chip.  He was out of town a couple days last week so he hasn't had a chance to check with his employees.  He is going to check today and call me back.


Description:
Carrie called and rescheduled for 8/25 & 8/26
I emailed update poster


Description:
Beth is no longer with the company.  I left a voice mail message for Pat Thompson, the administrator.


Description:
I spoke w/ Lora Lilli.  She has considered offering a credit union but she has been so busy she hasn't had time to look at any.  She told me to mail her some information but stressed that she was not promising anything.  She told me she will add our information to the others.  She told me to check back with her in a couple months.  I mailed her a packet.


Description:
Donna DeNardo was unavailable.  I mailed her a packet of information.


Description:
I spoke w/ Tammy Russ.  She said that they do not offer credit unions because they have a strong relationship w/ a large bank and the bank offers some employee banking.  I mailed some information in case they decide to offer another financial option in the future.


Description:
I spoke w/ John to follow up on the proposal I mailed him.  He has a board meeting next Wed and is going to ask if they would like to find out more information.  I asked if his office would like to affiliate and he told me that everything for Allen Tate is done out of the corporate office.  He told me to check back at the end of the month.


Description:
I spoke w/ Mark to follow up one last time.  He said they are currently w/ another credit union that has similar services and his employees don't use them so he is not interested in joining but if anything changes he has my e-mail.


Description:
Emi isn't in today.  I didn't leave a voice mail message.


Description:
I called and left a voice mail message for Kathy Reardon.


Description:
The business office is closed.  I didn't leave a voice mail message.


Description:
Held enrollment at Novant's benefits fair. Approximately 20-25 employees attended the event through the day. Signed up 2 new members, 3 P/R, and 3 holiday/vacation clubs.


Description:
David Foster and Anya Pacyga attended Novant's benefits fair at FMC from 9:30-4:00. Signed up 6 new members, 8 checking, 8 DD, 2 P/R, 2 overdrafts, 3 Visa apps, and 3 mortgage referrals.


Description:
Barbara Bricoli said the executive board decided to go with Affinity due to the geographic locations they have in New Jersey. Their union workers are scattered throughout the state and they have 20 plus locations for them to access.


Description:
Received an e-mail from Barbara requesting more information on the CU. I replied with a listing of our different benefits, account options, etc. I thanked her for the e-mail and will follow back up with her soon. She was curious what the major differences are between a bank and CU.


Description:
Called and spoke with John to see if I could meet with him regarding affiliation. The last time we spoke, he mentioned he wanted to affiliate with Allegacy. After this conversation, he did not seem interested. He constantly changes his mind. Will make one last attempt to pursue, then will mark account as lost.


Description:
I received a voice mail message  from Jerry letting me know that he has the paperwork ready for me.  I spoke w/ Jerry and asked him to mail the paperwork to Belinda because I am in Winston Salem for the next two days.


Description:
Sent Angie an e-mail re: her affiliation decision.


Description:
I received a voice mail message from Emi letting me know they have decided not to offer credit union services at this time but she will keep my information on file.


Description:
I received a voice mail message from Heidi letting me know they have decided not to end their relationship w/ their corporate credit union.


Description:
David and I went to the executive board meeting for the association. Presented the information on how the association can benefit by partnering with Allegacy and how the members of the association will benefit. Harry asked that I come back next week and present to the whole board.


Description:
I called to follow up with Judy. I mailed her a packet on June 26th per her request on the benefits of the credit union. She said that she has reviewed the information and thought the benefits were very good. She has passed this on to the partners to review. She said that one is out of the office on vacation and she will call me back after they get back and have reviewed.


Description:
I called Carl to follow up on our initial conversation. I called and left a message with his secretary. He was unable to come to the phone.


Description:
Called and left a voicemail for Ron Atkins regarding possible affiliation with Allegacy. I let him know that we are a full-service credit union currently in the process of merging with Carbon City FCU and are recruiting new businesses in his area.


Description:
Called and spoke with Hugh Vess regarding possible affiliation with Allegacy. I let him know that we were in the process of merging with Carbon City, and are looking to add companies to out memberships. He said they already have Southern Devices Credit Union, but would possibly be interested in offering another credit union. Hugh was very polite and positive towards credit unions. Will mail him our information packet today and follow up in 2 weeks to try and set up a meeting.


Description:
spoke with elaine and she requested that we call her back in a month or so


Description:
Called and left a voicemail for Shashawanda to follow up on the information packet sent. Will look for her to return my call, or will call back again soon.


Description:
Called and left a voicemail for Brian to follow up on the information packet sent. Will look for him to return my call, or will call back soon.


Description:
I received a call from Charlie letting me know that they had 100 employees express an interest in joining and wanting to know what they needed to do next.  We are going to meet for lunch tomorrow and complete the paperwork.


Description:
I e-mailed the completed request letter to Charlie for her to print out and sign. We will complete the factors to consider at lunch.  I met Charlie for lunch and picked up the signed request letter.  We completed the factors to consider form.  She wants me to schedule an enrollment from 1-4 to cover all 3 shifts.  I faxed both forms to Belinda and then e-mailed the factors to consider form.  I mailed the request letter.


Description:
talked with karen shermer at admin office
planned enrollment for next staff meeting 8/11/04


Description:
Called and spoke with Sheila about possible affiliation with Allegacy. I informed her on our merger with Carbon City and that we were currently in the process of adding new companies in the Morganton area. I am sending her our information packet today and will follow up with her in 2 weeks to try and set up a meeting.


Description:
Called and spoke with Jenny Surmons to set up a sales call with Tom Comerford. Anya and I are scheduled to meet with Tom on August 16 at 2:30.


Description:
Called and spoke with Niki to discuss adding the school's students into our field of membership. She said she does not make that final decision, but will speak to the others in HR, and will have one of them contact me within a week to discuss.

Received a call back from Niki this afternoon. She said FCDS has a policy against promoting or soliciting anything to their students. She commented the staff and teachers are very happy with Allgacy as their CU, but it will not be possible for us to add their students.


Description:
talked with kim beauchamp and she said that if we could get a flyer and email it to her she would put it in all the checks and then she asked that I call her in Sept so that we could set up a time in october to come out and see the staff


Description:
talked with kathy clark who is on the board
she said that she would talk with the group and for me to call her back the first part of sept
I will call her at 782-1200.


Description:
Called and spoke with Terry's wife to follow up on the business accounts and affiliation status. She said Terry had already chosen to go with another bank, because the homeowners association needed to immediatey set up an account, and it would have been 3 weeks before our board  would have approved them for the account. I thanked her for considering us and asked her to call me if there was anything Allegacy could do for them in the future.


Description:
Called and spoke with Leigh Anne about possible affiliation with Allegacy. She originally spoke with someone in the call center about her association joining. I am sending her our information packet today and will follow up with her next week. She is taking our material to their next board meeting, and the board will vote that night on affiliation.


Description:
Spoke with Debbie today and she said that John Breen no longer works for Securitas
The new manager is David Fields
He will check with his manager (district supervisor) to see when we can come out
I am supposed to call him tomorrow


Description:
Talked with Donna Hamlin and she asked that I call in two weeks to schedule something
She said at this time her staff is at 300 and 100 of them are office staff


Description:
called and spoke with sheila
she said that she was in a meeting and could I call her tomorrow
I will call her back tomorrow


Description:
we are scheduled to go to the south broad street location for the united way kickoff and the majority of their staff will be there


Description:
I presented Allegacy to 6 employees today.  Missy is going to e-mail me in the next couple days to let me know if anyone signs up.  She doesn't think her staff will signup until the financial center is open.  I offered to go back once the financial center is open.


Description:
I received a call from Vernon letting me know they have not made a decision yet and he doesn't know when they will but we are still in the running.


Description:
Called and spoke with debbie
she said that david has not yet been able to speak with george (district mgr) but that I can call back around the 26th of july to follow -up


Description:
scheduled enrollment for august 4th from 9-11


Description:
Left a voicemail for Ron at his request regarding information on a business account and business lending.


Description:
Called and left a voicemail for Ms. Haun about possible affiliation with Allegacy. In the message, I informed her of our merger with Carbon City FCU and that we would be offering our services in the Morganton area soon. I asked that she please return my call soon. I will follow back up with her if I don't hear back.


Description:
Spoke with Melissa about possible affiliation with Allegacy. She is very interested in our services and offering us to her employees. I am mailing her our information packet today and will follow up with her in 2 weeks.


Description:
Talked with Jim Hedrick and he no longer has the Lexington office - He does however still have between 85-90 employees in the w-s area
He wants to meet with me on aug 2nd at 8:30 so that we can discuss potential times for an enrollment with his ws staff
he has requested a list of participants so that he can tell me who still works there and who doesnt


Description:
I spoke w/ Linda to confirm lunch today.  She has been sick the last couple of weeks and asked me to call her next week to reschedule.


Description:
Talked with Claire Salgatto from Pepsi and she said that they are in the process of planning to make direct deposit mandantory
She asked if we could assist in this matter
I suggested to her that she may want us to come out prior to the event and visit with the staff on each of the 4 floors in their breakroom(s) to see what type of response we would get
She said that sounded like a really great idea and she would talk with the direct deposit team 
I am supposed to call her back on the 26th to set something up

I also asked her why Truliant was there on the day of our last visit
She will check on this as well
She said that they are very pleased with Allegacy and she didn’t even know they were there or who contacted them from Pepsi
She plans to tell me on the 26th


Description:
Stopped by and spoke with Justin about possible affiliation with Allegacy. This group was referred to us by Connie Essick, who commented they were trying to contact us for affiliation. When I mentioned this to Justin, he said the old manager had contacted us, but he is no longer there. Now Audio was just bought out by Tweeter, which has several locations along the east coast. I left my card and some information with Justin, and asked him to please contact me if his employees have any interest in the CU. Since they are retail, I will not pursue any further unless Justin calls me back.


Description:
Stopped by and spoke with several employees at the dealership about CU interest. I also dropped off a membership kit for Tim Cooper to review. I will call and follow up with Tim again in a few days.


Description:
I left a voice mail message for Sherri.  I spoke w/ Dan who told me that Sherri is swamped trying to fill 60 new positions.  He told me that he has a couple calls in to find a contact for the Rosedale Homeowners Association.


Description:
talked with lucy and asked her how things were going- she said they have been doing some hiring and the payroll seems to be on a much smoother flow since they got everyone to use their forms.  She will check her calendar and call me back today so that we can schedule something soon.


Description:
scheduled to go to staff meeting on 8/16/04


Description:
I left a voice mail message for Fred to schedule a visit.  I received a voice mail message from Fred requesting I attend their weekly meeting on Tues. July 27th or Tues. Aug. 3rd.  I spoke w/ Fred and scheduled a visit for Aug 3rd. There will be 20 people at the meeting.


Description:
I spoke w/ Steve to follow up on the e-mail I sent.  He didn't receive it.  He asked me to send it again but this time to his work e-mail.  I resent it and he replied letting me know that he is going to present us to the owner of the organization.  He wants me to check back with him in a couple weeks.


Description:
I received a call from John Kindbom who spoke w/ Anne Marie at their board meeting and asked if they would be interested in offering Allegacy.  He was told they currently have a credit union but they don't do a good job of promoting it.  John asked Anne Marie if she would be interested in talking with me since no one knows about this credit union and they don't promote it.  Anne Marie told John she would talk with me.  I sent John a thank you note and left Anne Marie a voice mail message.


Description:
spoke with tonya and she may allow us to come out on 8/3 for their office meeting
she will call me back next week to let me know
she also said that her group is a member of the piedmont triad area council which consists of 16 other chapters and they may want to affiliate with us - she said she would call me next week
If they do I will forward her to David Foster


Description:
I tried to contact Donna but she is out of the office until Monday.  The receptionist told me they have about 25-30 employees and do not currently offer a credit union.


Description:
I left a voice mail message for Barbara.


Description:
I left a voice mail message for Judy letting her know that I am the new Charlotte representative.


Description:
The person I spoke w/ told me that there is no employee base and he is not interested in joining.


Description:
Beverly w/ the Alzheimers Association suggested I drop by the HR location today after our meeting.  I met Kathlene who told me they currently offer a credit union but it isn't local.  She asked me to e-mail her some information. I e-mailed the information today.


Description:
I contacted the Charlotte location.  They told me I needed to speak w/ Charlotte Harrell in Greensboro.  I called and left a voice mail message for Charlotte.  They have approximately 50 employees in Charlotte.


Description:
Affiliated with Dana Federal Credit Union.


Description:
I tried to contact Ernie but he is out of the office all week.  I didn't leave a message.  I'll try him again next week.


Description:
I spoke w/ Sarah.  Michelle has all of the information.  Sarah is going to check w/ Michelle to see if she is interested in learning more about Allegacy.  There is a board meeting in a couple weeks.  Sarah is going to call me when she has some information.


Description:
Called and left a voicemail with Robert to follow up on our previous conversation. I also tried to call Lynn in HR, but I was unable to reach her. I sent her an e-mail to continue discussing possible affiliation.


Description:
Called and left another voicemail for Eric in attempt to continue following up, however, I am going to go ahead and marking this account as lost.


Description:
Called to reach Deborah in regards to a follow up. She is currently on vacation this week and will return next Monday. I will mark my calendar to call her back soon. They do not have voicemail.


Description:
I spoke w/ Linda and rescheduled our lunch meeting for next Wed.


Description:
Called and left a voicemail for Tracie Burns in regards to possible affiliation with Allegacy. In my message, I included info on our merger with Carbon City FCU. I asked that she please call back at her earliest convenience.


Description:
Called and spoke with Iris about possible affiliation with allegacy. She said they do not currently offer a credit union, and are highly interested in our benefits. I am sending her our information packet today and will follow up with her in 2 weeks.


Description:
Called and left a voicemail for Ruth regarding possible affiliation with Allegacy. I informed her of our merger with Carbon City FCU, and asked that she please return my call  at her earliest convenience.


Description:
Called and left a voicemail for Leigh Anne to follow up on the information packet sent. She asked that I call her back this morning, because the board was voting on affiliation yesterday. I asked that she please return my call.

Leigh Anne returned my call this afternoon and said Shallowford Lake's board voted to affiliate with Allegacy. Their president will be mailing in the paperwork within a few days. Leigh Anne also commented on the masonary business her and her husband own. She would like to affiliate that company as well. Will send her the paperwork today and follow up soon.


Description:
approved by board of directors. I called and told them they were approved and wanted to setup enrollment. Chuck is going to call me back to schedule.


Description:
approved at today's board meeting I called Crystal to let her know they are approved and schedule enrollments.


Description:
Called and spoke with Terry about possible affiliation with Allegacy. She said they only add new benefits once a year around November, so she asked that I call her back then. She is already a member at AFCU and is interested in offering us to her employees. Will mark calendar and call back in November.


Description:
Called and spoke with Grace Forbes about possible affiliation with Allegacy. She said they are strongly interested in joining a CU. I am sending her our information packet today and will follow up with her in 2 weeks.


Description:
I sent Patricia an e-mail letting her know they have been approved.  Patricia replied that she is looking forward to our enrollment on Monday.


Description:
This is one of our underserved companies. I spoke w/ Ms. Royster and she was very interested in letting her staff know about us.  She wants me to send her information on Allegacy.  She is going to put it in the staff's mailboxes.  She also requested that I send her some pens for her to give out as well.  Once she recieves the information she is going to talk w/ the principal of the school to see if we can come out and be a keynote speaker at one of their staff meetings.


Description:
Called to reach Donna Renn to discuss possible affiliation with Allegacy. An assistant said Donna was out until August 4th. I will make a note to call back then.


Description:
Received a call from Leigh Anne about possible affiliation with Allegacy. She asked that I mail her our affiliation paperwork today and for me to follow up with her in a week. Will mark my calendar.


Description:
This company is in our unterserved area.  I spoke w/ Lilly Nelson who asked me to mail Fran Witherspoon, the director, some information about Allegacy.  They currently offer Charlotte Metro. I suggested they compare our rates to Charlotte Metro's rates and depending on their financial need may enjoy having another option. Lilly is going to let Fran know the information is coming.  I mailed Fran info.


Description:
Called to reach Shashawnda. Received her voicemail, but did not leave message.


Description:
Called and spoke with Barbara to see if I could answer any more questions for her. She said she had a few, and she was very interested in our services. They do offer direct deposit. We set up a meeting for July 27th at 2:00.


Description:
Called to reach Brian to follow up. Received his voicemail, but did not leave a message. Will try back soon.


Description:
Called and left a voicemail for Vicky regarding possible affiliation with Allegacy. I informed her of our merger with Carbon City, and asked that she please return my call at her earliest convenience. Will call back soon.


Description:
Called and spoke with the HR assistant about possible affiliation with Allegacy. She asked that I send our information to Tori Whalen, who is their recruiter. I am mailing the informatiion packet today, and will follow up with Tori in about 2 weeks.


Description:
Called and spoke with Sherry to see where the affiliation process was. She is still interested in the CU benefits, and is presenting our info to their board on July 27th. She said she will call back with their decision shortly after the meeting. I will mark my calendar.


Description:
Called and left another voicemail for Cindy regarding possible affiliation with Allegacy. Will continue calling back.


Description:
Called and left a message with Jim's assistant. I informed her that I was wanting to follow up with Jim re: his affiliation decision.

7/21/04 - Received a call back from Sandy saying that Jim would like to affiliate his firm with the credit union. She asked that I mail over the affiliation papers again and he will fill them out. I mentioned our deadline to receive paperwork for the August board meeting.


Description:
Called and left a voicemail for Tim to follow up on the additonal information I dropped off for him. Will look for his call, or will follow up again soon.


Description:
Called and spoke with the librarian Betty Smith. I asked if the library would be interested in Allegacy setting up a table for people to stop by and pick up information on the CU. I informed her that this is an underserved area for us, and most Walnut Cove residents are eligible for membership. She is taking this issue to the board and will call me back in 2 weeks. I have marked my calendar to follow up with her.


Description:
David and I met with the board of directors. Harry said they voted to decline the offer. I asked why and they said that they choose not to endorse any product or service that their members use. They feel like it is a conflict of interest. We left the information with them.


Description:
Mailed Donna Dobbins 300 pens for First Assembly Community Awareness Day at her request.


Description:
I tried to contact Chip but he is out of town this week.


Description:
I tried to contact this company but no one answered the phone.


Description:
I spoke w/ Carl today.  He is going to ask his employees if they are interested.  I e-mailed him information about Allegacy and told him to let me know if any of his employees are interested.  Since he does not offer direct deposit and he only has 6 employees I told him his employees could join one of our associations to be eligible to join us.


Description:
Received a call from Robert Anderson about affiliation. He said he would still like to affiliate his firm with Allegacy, but his HR director, Lynn Vining is out for a week. He will follow up with me and the paperwork as soon as she gets back from vacation.


Description:
I called and left a voice mail message for Tonya Robbins who is the HR director.


Description:
I tried to contact this company.  I left a voice mail message for Linda.  They have 4 warehouses and over 100 employees.  They are located in North Charlotte so they would be a great addition for our Huntersville location.


Description:
I was working on this company for Truliant.  I left a voice mail message for Delores because we have the American Red Cross chapter in W-S and I want to know if the Carolina Blood Services Region of the Red Cross is affiliated with them.  They have 1100 total employees.  600 in Charlotte.


Description:
Called and spoke with Gloria to follow up on the information packet sent. She said she is still interested in offering Allegacy to their Triad employees, however, needs to run the final decision by Ms. Preston, who is the president. She asked that I call her back in a few weeks to follow up again. Will mark my calendar.


Description:
I spoke w/ Ginny Nelson who is the director of membership services about the chamber affiliating so anyone who is a member would be eligible to join.  She suggested I leave a voice mail message for Dave Kight who is the VP of Sales & Marketing.  I left a voice mail message for Dave.  I spoke w/ Belinda and she told me that if the Chamber affiliating that only the owner of the companies who joined the Chamber would be eligible to join us.  I am going to talk to them about affiliating so their employees will be eligible and hopefully we would get referrals from them when new businesses joined the Chamber.


Description:
I called Doral back to follow up on the payroll situation. I told him we have faxed the paperwork to him and wanted to see where we were with this. He was going to check with the corporate office.


Description:
I called Regina Payneto ge tmore information about the payroll. Currently they are still faxing in the sheet and taking several weeks to get us the funds. I understand that ADP is coming and I want to see if this is just for the payroll deductions or the direct deposit side. She did not answer, left message. She is out of the office until the 26th.


Description:
Called and spoke with Dan about possible affiliation with Allegacy. This company was referred to us from an employee at Fairway, who is also an Allegacy member. I am mailing him our information packet today and will follow back up with him soon. He said he may have me come in and do a presentation to the staff. The company is based out of Georgia.


Description:
I called Ron and he was again unable to talk. He said I could call back but he just does not have time right now. 724-4870


Description:
Steve is on vacation.  I didn't leave a message.


Description:
Called again to reach Ron to discuss possible affiliation. Received his voicemail, but did not leave another message. Will call back soon.


Description:
Left a voicemail for Sally to follow up on the information packet. I also asked if the new HR position had been filled since Leslie had left. I let Sally know that I would be happy to meet with her to go over our products and services. I asked that she call me back at her earliest convenience.


Description:
I met Katie at the Charlotte Bus Journal Women in Business Acheivement Awards luncheon.  Katie introduced me to Lori who will be my first point of contact to talk about Allegacy.  Lori asked if she can call me next week.  Katie told me they have about 40 sales people in the University area and about 40 engineers in another office at the University.  She said many of them live in Huntersville.


Description:
Called and spoke with Bob about possible affiliation with Allegacy. As a former Reynolds executive, he said he is very familiar with our services and likes what we offer. I am sending him our information packet today and will follow up with him in 2 weeks. They do not currently offer direct deposit, but he said they might move towards it.


Description:
Sent Melissa an e-mail regarding their July board meeting. I asked if she had the chance to present Allegacy's products and services and what their affiliation vote was.


Description:
I contacted this company and spoke w/ the operator who transferred me to Debbie in San Diego.  Debbie is the benefits coordinator for the location in Huntersville.  I spoke w/ Debbie who transferred me to Susan Forrest who is the director of benefits for American Mobile Nurses in San Diego.  Nurses RX & Therapists in Huntersville is a subsidiary of American Mobile Nurses.  I spoke w/ Susan who was extremely nice and very pro credit union.  She asked me to e-mail her some information and follow up with her next week.  I e-mailed her some information.


Description:
I left a voice mail message for the business director of this church.  The church is located near the University & Huntersville border.


Description:
I left a voice mail message for Brenda.  This company is located in Huntersville.  The receptionist told me they do not currently offer credit union services.


Description:
I contacted this company in Huntersville but they are not interested.


Description:
I tried to contact this company but the company answering machine picked up.  The company hours are Monday - Thursday from 7am - 5pm.  I didn't leave a message.


Description:
I left a message on the answering machine.  This soccer association is located in Huntersville.


Description:
I tried to contact this company again but still there was no answer or answering machine.  I will try one more time.


Description:
I spoke w/ Carol who is the office manager.  She told me I need to contact Shelby in Virginia.  I spoke w/ Shelby who told me I need to talk w/ the controller who is out of the office until mid August.  They have 8 full time employees and several part time.  I will try to contact the controller mid  August.


Description:
I contacted the Huntersville Community Center and spoke w/ Molly Burrows who is the executive director.  She told me the Community Center is owned by the Town of Huntersville and I should contact Vicky Brock.  I left a voice mail message for Vicky.  Molly also suggested I contact Ansle Hudson w/ HS Works and Health Management who employs another group there.  I left a voice mail message for Ansle.


Description:
Molly Burrows, executive director of Huntersville Community Center, suggested I contact Ansle Hudson w/ HS Works and Health Management who employs another group at the Huntersville Community Center.  I left a voice mail message for Ansle.


Description:
I left a voice mail message on the company answering machine.  This company is located in Huntersville.


Description:
This church is in our underserved area.  I called and left a message on the church answering machine.


Description:
I left a voice mail message for Pastor W. Howell.  This church is in our underserved area.


Description:
Received a call from Ron about business accounts. I discussed everything we currently offer, however, it is not something he is going to pursue right now because we don't offer VISA transactions. He was very positive about Allegacy and asked that I make a note to call him as soon as we develop our business accounts package better. He wants to have everything with the credit union, both personal accounts and business.


Description:
Held enrollment from 2:00-4:00 at their employee appreciation day. Signed up 4 new members, 2 chk, 2 DD, 4 P/R, 1 Holiday club, and 2 PFP. Also sent 4 umbrellas to Cindy Stanley to pass out to winners of the drawings.


Description:
Talked with Karen about coming out 
She said to call her back aug 2 so that we can schedule to attend the next meeting


Description:
called claire and she will be checking with Ed to see what transpired at the last meeting and when they want us to come out.
She said she will call me back today or tomorrow


Description:
talked with david and he is still checking on the date - he said that he will call me back


Description:
called and spoke with julie and she suggested that I leave a message with celeste
I did that and will be waiting on her return call


Description:
talked with gary patterson and he will check with the manufacturing manager and call me back with a good time


Description:
Received a phone call from Sally Henson. She said the new HR person was starting on August 1st, and she has the Allegacy packet for her to review. Sally said we should follow back up with Deborah in about 3-4 weeks, so that she'll have a chance to settle in and see what decisions will be made.


Description:
called and spoke with martha logemann
she is our new contact person
she asked that I call her the end of august


Description:
talked with donna and she asked that I call her back Thursday


Description:
talked with dan delong and he scheduled for us to visit on 8/19/04 from 1-2
I will fax him the poster per his request


Description:
scheduled visit for 8/20/04 from 10:30-2:30


Description:
Called and spoke with the office manager about holding an enrollment in this underserved area. She referred me to their corporate office. I left a voicemail with Vennessa asking if they would be interested in Allegacy setting up a table at Walnut Cove Healthcare Center.


Description:
Called and spoke with Hugh to follow up on the information packet sent. He said he was reviewing our materials and is interested in our services. I mentioned that I was going to be in Morganton on August 17th, and asked if I could meet with him. He said he would be interested in meeting and discussing the CU. He asked that I call again the week I'm in Morganton to check on the time.


Description:
Called and spoke with Sheila to follow up on the information packet sent. She is interested in offering CU benefits. We set up a meeting on August 17th at 9:30am.


Description:
Called and spoke with Iris to follow up on the information packet sent. She is going to talk with her husband, who is the company president, to see when he would like to pursue CU benefits. She said they are very interested and will probably affilaite, but it may be a few months. She will call me back to inform me of what her husband says, and will confirm if August 17th will be a good time to meet.


Description:
This company relocated their offices to California.


Description:
I spoke w/ Tonya.  They already have Charlotte Metro but she asked me to e-mail her some information.  She may offer both to give her employees another option.  Her only concern was branches because Charlotte Metro has more branches in place. She is going to be on vacation next week and asked me to follow up in 3 weeks.  I e-mailed her information.


Description:
I presented to 16 people.  I am going back tomorrow to pick up applications.  I signed up 3 new members today.


Description:
I called and spoke to someone who told me Delores is out on medical leave for the next couple months. Barbara Osgood is taking over her responsibilities for the next couple months.  I left a voice mail message for Barbara.


Description:
Met with Barbara to discuss CU benefits. She was very interested in our services and was especially happy with our car loan rates. She has decided to affiliate with Allegacy and will have the paperwork in before August 6th. She was very positive towards Allegacy and everything we do in the community.


Description:
Received an e-mail from Gloria saying that she reviewed our materials and would like to pursue affiliation with Allegacy for her Triad employees. There are approximately 525 in the area. I called and spoke with her and asked that she send the affiliation paperwork in before August 6th, to be approved at the upcoming board meeting.


Description:
Called and left a voicemail for Tim to follow up again. I requested a meeting in my message, and will call him back this afternoon to try and set a time.


Description:
Left a message for Grace Forbes to see about setting up a meeting on August 17th. Will try to reach her again today to finalize.

7/29/04 - Scheduled a meeting on August 17th at 11:00am.


Description:
I tried to confirm our lunch meeting tomorrow w/ Linda but she is out of the office today.


Description:
I left a voice mail message for Linda to confirm lunch meeting today.  Linda left me a voice mail message apologizing for having to reschedule again.  She is dealing with a family emergency.  I spoke w/ Linda and she is going to call me when everything settles down for her.


Description:
Ernie is out of the office this week.  I will try him again next week.


Description:
Received a voicemail from Jose asking about the affiliation process. I tried to call him back, but received his voicemail. In my message, I answered his questions, and went over the affiliation process.


Description:
Called back to reach Tracie about possible affiliation. Received her voicemail, but did not leave another message. Will try back later.


Description:
Left a message for Leigh Anne to remind her that Allegacy needs the affiliation paperwork by August 6th in order to be taken to the upcoming board meeting. She had mentioned she wanted to get things moving pretty quickly in our past conversations.


Description:
Called again to reach Ms. Haun about possible affiliation with Allegacy. Received her voicemail, but did not leave message. Will try again soon.


Description:
Called back to set up an enrollment date. Left a voicemail with available times that we could come out and hold a sign-up.


Description:
Called to see if I could set up an enrollment at the school for this underserved area. I reached their general answering service, and was not able to get anybody on the phone. Will try back soon.


Description:
I met w/ Patricia today.  I picked up 10 new member applications.


Description:
I spoke w/ the receptionist who told me she couldn't give me Brenda's e-mail address or tell me how many employees they have.  I left another voice mail message for Brenda.


Description:
Scheduled presentation and enrollment on August 23rd @ 8:00am.


Description:
I shipped the materials and pens along with a letter asking Ms. Royster to call me to schedule a staff meeting after she has had a chance to talk w/ Dr. Charles LaBorde, the principal at the school.


Description:
I e-mailed Heidi one last time to thank her for the update and ask her to consider offering us in addition to her corporate credit union since we are more convenient.


Description:
Called and spoke with the principlal. He said we would have to be approved to come out to their location and hold an enrollment. He did not care for the idea of a sign-up. Will call to see if we can be approved.

7/29/04 - Allegacy was not approved by board to hold enrollment at the elementary school or any other Walnut Cove public schools.


Description:
Called and spoke with Betty Smith to follow up on our previous conversation. She said she does not think the board will approve Allegacy holding an enrollment in this underserved area, however, it was not voted on at their last meeting. She personally has no interest in Allegacy coming out to the library.


Description:
Called and scheduled a meeting with Tim Cooper on August 24th at 10:00am.


Description:
Called and left another voicemail for Ron about possible affiliation with Allegacy.


Description:
Called and left a voicemail for Brian in regards to a follow up. In my message, I requested a meeting in order to go over our products and services, since they have changed since Allegacy was last out there.


Description:
I contacted this company.  They are located in north Charlotte so our Huntersville location will be very convenient.  I sent Martha Ross and e-mail.


Description:
I left a voice mail message for Steve to follow up.


Description:
I spoke w/ Kathleen.  She is planning on talking w/ Mary about Allegacy at their meeting next Wed.  Kathleen is going to give me a  call after she has talked w/ Mary.


Description:
I spoke w/ Charlie to give her an update on the Huntersville location.  Charlie wants to schedule the enrollment close to the opening of our Huntersville location so we only have to come out and do the presentations once.  We tentatively scheduled the enrollment for the end of September. She also gave me a contact person for American Tire Distributors and told me that I can use her name when I contact Laurie.


Description:
Charlie gave me Laurie Heavner 704-632-7026 as a contact person for American Tire Distributors.  I left a voice mail message for Laurie letting her know that Siegling has just affiliated with us and Charlie suggested I contact Laurie to see if they would like to join as well.


Description:
Left another voicemail for Vicky about possible affiliation with Allegacy. On the message, I mentioned I would be in Morganton on August 17th and would like to meet with her as well to discuss CU benefits.


Description:
Spoke with Sharon Williams at the Town office. She said there is the 1st annual Walnut Cove Festival taking place on August 21 from 4-8pm. She referred me to Dr. Debbie Cowan who will decide if Allegacy can be present with a booth. I spoke with Debbie's assistant who informed me that Allegacy can be present at the festival, and it will be free for us to attend since we are a non-profit organization. She asked that we set up games (minature golf) at our booth for the children. Will schedule to attend.


Description:
I left a voice mail message for Lisa to follow up on the information I e-mailed her.


Description:
Sent final e-mail re: Angie's affiliation decision.


Description:
I e-mailed Colleen to follow up on info Amber forwarded.


Description:
I tried to contact this company.  Beth is out of the office today.  She is off on Wednesdays.  I didn't leave a message.  I'm going to try her again tomorrow.


Description:
I e-mailed Ruth information about the credit union.


Description:
I left a voice mail on the company answering machine.


Description:
I spoke w/ Shannon.  She didn't get my e-mail.  She told me their server is very strict and asked me to e-mail her the information again.  She doesn't think it is something they would be interested in but she will bring it up at the next employee meeting.  I sent her another e-mail and mailed her a packet of information just in case the e-mail doesn't go through.


Description:
Donna Hennessey emailed me a listing of the board of directors and their  phone numbers. I called the association president today to discuss the options and left message with his wife for him to call me.


Description:
I talked with Karen about payroll. They will not offer this calendar year. She wants a listing of the employees that have joined and deposited funds on their own. Also I am working with her to schedule time for David to come and have people sign allocation form for payment of PFP insurance.


Description:
I tried to contact Susan again. I left her a voice mail message.


Description:
I left a voice mail message for Steve to try to set up a meeting with him and Kim.


Description:
I tried to contact Barbara.  I didn't leave a voice mail message. I'm going to try again this afternoon.  I tried to contact Barbara again but she was away from her desk.  I left a voice mail message.


Description:
I tried to contact Sheila.  I didn't leave a voice mail message.  I'll try again this afternoon.


Description:
I left a voice mail message for Dan to see if he has found out who I need to contact about the Rosedale Homeowners Association.  I also left a voice mail message for Sherri to talk about Centex Construction affiliating.


Description:
I ran into Natasha at the Women in Business Acheivement Awards.  I worked with her to bring in a company for Truliant.  She is currently working for this 1000 employee company. They have 700 employees in Charlotte.  I asked if they currently offer a credit union and Natasha told me to e-mail her some information.  I e-mailed her information.


Description:
I contacted Mary Anne at the Centex trailer in the Rosedale Community.  She works for Centex.  Mary Anne suggested I contact Prism Management about the Homeowners Association affiliating with Allegacy.  I talked to someone at Prism Management who told me that until the community is 75% sold the developer is over the homeowners association.  Mary Anne gave me Randy Humphries name and number.  He is the developer for the community.  I tried to contact Randy Humphries but he was out of the office.  I left a message with the person who answered the phone.  She told me that Randy will probably suggest I contact the homeowners association.  I explained to her that they told me he would be the one to make the decision. She told me she will pass the information on.


Description:
I left a voice mail message for Anne Marie on Deb's voice mail.  Deb is her assistant.


Description:
I spoke w/ Sheila.  They are ready to join.  She told me to e-mail the paperwork to Jeff.  She also told me to add the other location to the letter so both locations will be eligible.  This company has a total of 300 employees for our Huntersville location. I e-mailed the paperwork to Jeff.


Description:
Linda returned my call.  They currently offer Corporate America credit union but she asked me to e-mail her some information about Allegacy.


Description:
I e-mailed Linda information about Allegacy.


Description:
I contacted this company.  Byron Ashbridge is out of town this week.  I will try him again next week.  This company is located on Randolph Rd. so they would be a great addition for our downtown location.


Description:
I met Allison Moresi at a social event over the weekend.  She told me to contact Angie Brooks about joining.  I left Angie Brooks a voice mail message.  This company is located in downtown Charlotte.


Description:
I spoke w/ Cheryl to see if anyone else turned in an application.  Cheryl told me that she is the last one.  She is going to mail in the application to the Charlotte location for me so she will get the $50 special.


Description:
I spoke w/ Lisa.  They offer their own credit union out of Michigan.  When I suggested they may allow a local credit union she told me they were not interested in doing that.


Description:
I left another voice mail message for Jerry.


Description:
I received an e-mail from Steve letting me know that he forwarded our information to Kim Chapman and she should be calling me to find out more.  I replied to thank him for his help.


Description:
This company hasn't expressed any interest in joining. I am deleting them off my prospect list.


Description:
I received an e-mail w/ the paperwork completed.  I replied asking Jeff to print the letter on company letterhead and sign.  I also asked him to let me know when it is ready and I will come pick it up. I received an e-mail from Jeff letting me know the letter is ready.  I picked up the letter and spoke w/ Sheila.  She would like to wait to schedule the enrollment until right before the Huntersville location is open.


Description:
I received a voice mail message from Michelle  letting me know that Anne Marie asked her to return my call.  I left a voice mail message for Michelle.


Description:
I received an e-mail from Natasha letting me know she forwarded my e-mail to the HR person in charge of benefits and she will let me know her response.  I replied to thank her.


Description:
I spoke w/ Beth. She told me she spoke w/ her administrator and they are not interested at this time.


Description:
I spoke w/ Janet. She asked me to mail her information and she will check with her staff to see if they are interested. This company only has 20 employees but they are located on Randolph Rd so our downtown location would be very convenient.  I mailed Janet information.


Description:
I spoke w/ Barbara.  She told me that they are not going to do anything about credit unions until Delores gets back.  Delores should be back in a couple of months.


Description:
Ruth hasn't expressed interest so I deleted this 15 employee company off of my prospect list.


Description:
Carl hasn't expressed any interest so I deleted this 6 employee company from my prospect list.


Description:
I tried to contact this company one last time but again there was no answer.  I deleted this 31 employee company off of my prospect list.


Description:
I received a call from Michelle.  Anne Marie is going to be out on maternity leave for the next couple months (she is adopting a baby from Russia) so she asked Michelle to handle us.  Michelle is going to check w/ the group president, David Barnhart to see if he is interested in requesting our services.  If David is ok w/ it Michelle is then going to bring Amy Ballard in because she would be the person to talk with about promoting Allegacy at events.  Michelle said if they join she can add us to their benefits listing on their website and hand out information about us to their new members.  They have 5708 members.  Michelle is going to call me back next week.


Description:
One of their employees suggested I call Abby about offering Allegacy.  I spoke w/ Abby.  She is going to check w/ Debbie to see if they would be interested in offering two credit unions.  They already offer Truliant.


Description:
I tried to contact Byron but he is on vacation until Wednesday.


Description:
I left a voice mail message for Kathleen.


Description:
I spoke w/ Colleen.  She has been asked to hold off talking with any credit unions because they are currently working with some of the banks on sponsorship opportunities.  It is something they have considered and would like to do for their employees.  Colleen told me she will give me a  call as soon as she knows a little more.  I offered to mail her my card with my contact information.  I mailed her my card.


Description:
I left a voice mail message for Wanda requesting her address.


Description:
I spoke w/ Darla Davis.  They only have 8 employees but they do offer direct deposit.  I am going to e-mail her some information and she will call me if she is interested.


Description:
I spoke w/ Julia today. She asked me to e-mail her all of the information and she will forward it to the HR person and carbon copy all the employees to see if there is any interest.  I          e-mailed Julia the information.


Description:
Responded to an e-mail from Barbara asking about the affiliation paperwork. She had a few questions about the process. There are several companies under the SilkRoad Technologies name. She is hoping to have all of the subsidaries approved for credit union membership.


Description:
The members of this association do not pay dues, therefore cannot be approved for membership.


Description:
I spoke w/ Chip.  His employees didn't show much interest when he last talked with them about the credit union.  He doesn't know why and his going to send an e-mail again to see if there is any more interest.  He will call me if they are interested.


Description:
Left a voicemail for Leigh Anne mentioning that Allegacy had not received Shallowford Lakes affiliation paperwork. I asked her to please contact me if she has any questions about the process. I asked that she please get the papers in sooner than later, to go to the next board meeting.


Description:
Attempted to reach Brian. I received his voicemail, but did not leave message. Have left multiple voicemails in the past. Will try one more time before marking as lost.

8/13/04 - Attempted to reach Brian again by phone. There was no answer. Will mark account as lost.


Description:
Called and followed up with Melissa on the information packet sent. She is reviewing our materials with their administrator. She asked that I call back at the beginning of September to set up a meeting.


Description:
talked with claire and she wants us to come out on the 20th of august and visit each of the 4 breakrooms for 30 minutes each
I told her that I am scheduled to go to Charlotte but I will do some checking and call her back by tomorrow


Description:
Vickie called me back and asked that I get in touch with Ron Pinnix who is there HR manager. I called and left a voicemail for him about possible affiliation with Allegacy. I also mentioned that I would be in Morganton on August 17th, and would like to meet with him to go over our services.


Description:
Called and spoke with Hanna about possible affiliation with Allegacy. She said they are currently affiliated with Telco, however, are interested in looking at another CU. I am mailing her our information packet and have asked to meet with her on August 17th. She is going to check her schedule, and call me back to confirm a time.


Description:
Ashley did some research on student welcome week in August for Truliant and suggested I look into it.  I tried to contact Student Affairs like Ashley suggested but I spoke to someone who was not very helpful and didn't know what I was talking about.  I then contacted the Dean of Students and was transferred to Jenny.  I spoke w/ Jenny  about the upcoming vendor fair.    The cost is $100 to cover the table and tent.  I told her I wasn't sure we would be able to participate in it this year but I am interested in finding out more information for next year.  I also talked w/ her about finding an organization to bring in so any student who is a member of the organization would be eligible to join us. I think welcome week next year would be a great way to get new members if we have a sponsor organization in place.  Jenny didn't know of any organizations but offered to do some checking to see if she can find us one.  She suggested Alumni Affairs. She has a contact there but is so busy she won't be able to talk w/ him until after labor day.  I contacted David Dunn, Gary Knox's friend,  who is the Director of Alumni Affairs.  Gary suggested I call him to see if David can give me some direction.   I spoke w/ David but he was preoccupied w/ a project and asked that I call him tomorrow after lunch.  He was very nice and told me he was interested in finding out more and tomorrow he would be better able to focus on the issue.  After speaking w/ David I decided to contact Business Affairs and attempted to speak w/ Olen Smith.  Denise Smith, the director of the University Career Center,  suggested I contact Olen to see if he had any ideas or a direction for me to go.  I met Denise at the University City council luncheon a couple months ago.  Olen's assistant told me she would check around to see which department I should contact about offering the credit union to the students.


Description:
Called and spoke with Shashawnda in regards to a follow up. She reviewed our materials and thought Allegacy's services were very good. However, after speaking with her manager, they have decided not to offer another credit union. They are currently affiliated with 3 others. Will mark as lost.


Description:
I spoke w/ Stacy.  She has handed off our information to the new regional HR manager for the Carolinas, Amy Gallagher.  Amy will be in the Charlotte office by end of September.  She is currently training in Atlanta.  She is going to be gathering information on local credit unions to find out which one is the best for their employees.  I am going to follow up with her in October to see if I can schedule a meeting.


Description:
I spoke w/ Gail.  She is going to check w/ someone this afternoon to see if politically there is any reason they cannot entertain the idea of adding another credit union.  She is going to call me back as soon as she has some information for me.


Description:
I spoke w/ Steve.  They just added a new hospital, opened a new pain center, and hired a new CFO so he would like to give his new CFO time to get acclamated before changing all the payroll.  Steve did not give out the survey but informally asked a few of the employees and there seemed to be interest.  He asked me to check back w/ him in a couple weeks to set up a time frame for affiliating.


Description:
I spoke w/ Donna.  She is not interested in offering credit union services.


Description:
I left another voice mail message for Pat.


Description:
I left another voice mail message for Brenda.


Description:
I spoke w/ Debbie who told me they have a corporate credit union in Richmond.  Estes is owned by Dupon Fibers in Richmond.  Estes has about 410 employees on Reames Rd. which would be perfect for our Huntersville location.  Debbie suggested I contact Lisa Ferry in Richmond.  I spoke w/ Lisa who told me I need to talk w/ Tracy Watson.  Tracy is away from her desk so I left her a voice mail message requesting they offer us to their Charlotte employees.


Description:
I spoke w/ Dr. Mark.  He is interested in affiliating.  He is also interested in doing his business accounts with us.  He doesn't need merchant services but he is concerned about making daily deposits.  He wants me to check on the Huntersville location hours.  He only has 3 employees but he does offer direct deposit.


Description:
I spoke w/ the receptionist.  They are non profit and only have 3 employees.  They also don't offer direct deposit.  I told them if they are interested in joining they can join through one of our associations.  They are not interested.


Description:
John has still not made up his mind to affiliate or not. He has gone back and forth a lot. Will mark as lost.


Description:
Called and spoke with Dan to follow up on the information packet sent. He was very nice over the phone, but was busy at the time. He asked that I Call back next week to discuss CU benefits. Will mark calendar.


Description:
Called and left a voicemail for Robert and Lynn regarding their affiliation decision.

8/12/04 - Received a call from Robert. He informed Lynn that I would be calling tomorrow morning at 9:30 about affiliation decision.


Description:
Called to speak with Tracie about possible affiliation with Allegacy. They stated they are not interested in a CU at this time. May try back in 6 months.


Description:
Called to follow up with Bob on the information packet sent. He was not in the office for the day. Will try him back this week.


Description:
I left a voice mail message for David Dunn.


Description:
I spoke w/ Rhonda and scheduled a signup at their September meeting.  She wants me to e-mail her a flyer advertising the meeting.


Description:
I attended their weekly meeting and presented Allegacy.  I signed up 4 new members


Description:
Tracy returned my call and told me that unless we can offer credit union services to all of their employees they are not interested.  They only offer benefits that all of their employees can use.  She asked if our Huntersville location will be a shared branch that her employees can use to do their corporate credit union transactions.  I told her we are part of the network but I'm not sure if that particular branch will be set up for shared branching.


Description:
Called and left a voicemail for Tori. She is out on vacation this week, but I let her know on the message that I was wanting to follow up with her. I let her know about our merger process with Carbon City being complete and that I was going to be in the Morganton area on August 17th. Will try to reach her again next week.


Description:
Sent an e-mail to Janice following up with her about affiliation. I asked to be of assistance and requested a meeting at her conveneince.


Description:
Tried to reach Melissa by phone to discuss affiliation decision. Her voicemail did not pick up. Sent another e-mail asking the association's vote on Allegacy.


Description:
Sent an introduction e-mail to Steve about possible affiliation with Allegacy. Will follow up with a phone call in a few days.


Description:
Called and spoke with Lynn regarding Allegacy's information. She said she would like to add Allegacy, but it will be another month before she can affiliate her company. Will mark calendar to follow back up in September.


Description:
Attempted to reach this company, however, I was told it closed down. I researched Burke County's Chamber of Commerce website, and it lists Carolina Shoe Co. as a major employer. I called and spoke with Deborah at the Chamber of Commerce and she confirmed the plant closed 2 years ago. Will mark company off our prospective list.


Description:
Called to reach Donna about possible affiliation with Allegacy. She was out for the day, so I will make a note to call back on Monday.


Description:
Called and spoke with Deborah to follow up on  the information packet. She was not interested in affiliation. She said it would be ok to call back next year to see about possible membership. Will mark as lost.


Description:
Called and spoke with Sheryl to schedule an enrollment. She has set next Friday as a tenative date for us to come out, however, will call me back to confirm the time.


Description:
Cathy has advised me that David Greene has not returned her phone messages. I sent an e-mail to Charles Horton to let him know I will start back in pursuing Lowe's affiliation with Allegacy. I have asked his advice and direction on what steps to take next. Will resume work on this company.


Description:
Anya and I attended a sales call with Tom Comerford and discussed credit union services and benefits. Tom spoke positively on the credit union and liked the products we offered. I sent his assistant our employee interest survey and will check back with her next week. He said if his employees have interest in Allegacy, he would like to affiliate.


Description:
I left a voice mail message for Tonya following up on the information I e-mailed.


Description:
I left a voice mail message for Michelle following up to see if she has spoken w/ the president about offering us to their members.


Description:
I left a message w/ someone for Patricia.


Description:
Met with Sheila and the HR manager. I went over Allegacy's products and services and discussed our recent merger. They seem very interested in affiliation and mentioned they would call me within a week with their decision.


Description:
Met with Hugh and went over Allegacy's products and services. He said they already have Southern Devices Credit Union on campus and their was great participation. However, he was interested in possible affiliation with another CU, and even mentioned a possible merger between our credit unions. I told him I would inform management here, and he asked that I call to set up another meeting with their board to discuss possibilities. Will see if Patti Weber can assist.


Description:
Met with Grace and went over Allegacy's services. She was very familiar with credit unions and liked the option of offering our services to her employees. She is going to poll her staff and asked that I call back in a week to follow up.


Description:
Called to let Sandy know her company was approved at our board meeting yesterday. She is going to speak with James Malton about a good time for us to set up an enrollment and will get back with me.


Description:
I e-mailed Steve to see if I can get an e-mail address for Kim so I can follow up w/ her.


Description:
I left a voice mail message for Janet following up to see if she has had a chance to talk w/ her employees to see if there is any interest.


Description:
I spoke w/ Debbie.  They are not interested in considering another credit union at this time because they are too busy w/ other things until the end of the year.  They are very happy w/ Truliant and Debbie told me that it would be an uphill battle to try to convince them that they should offer two credit unions because they would not get rid of Truliant. According to Debbie ironically the reason they are so entrenched w/ Truliant is because of my hard work.  However, she is willing to meet with me next year to give me a chance to convince them why they should go through the trouble of offering Allegacy in addition to Truliant.  She asked me to call her in Jan to set up a meeting.


Description:
Susan is attending a management conference next Tuesday and will be seeing all the managers of Nurses RX at this time.  She asked me to fed ex her 5 prospect packets for her to present the credit union to the managers.  There are about 150 employees at the Huntersville location. I fed ex'd 5 packets today.


Description:
New enrollment will be on 09-17-2004 in Raleigh (Anya Pacyga,David Foster) (from:12-2)

9/8/04 - Mailed poster to Michelle O'Tuel (DF)


Description:
I e-mailed Sheila to let her know they have been approved. Board approval 8-17-04


Description:
I e-mailed Charlie to let her know they have been approved and to confirm the enrollment in September. Board approval 8-17-04


Description:
I spoke w/ Jerry to let him know they have been approved. Board approval 8-17-04.  We scheduled the enrollment for October.


Description:
I received a call from one of the employees asking about their direct deposit.  It has been 2 pay periods and their payroll hasn't hit their Allegacy accounts.  I checked w/ Angie and it should take affect Sept. 3rd.


Description:
Jerry hasn't expressed an interest in talking with me.  I'm going to mail him a letter after the Huntersville financial center is open.


Description:
I e-mailed Natasha to follow up and get the benefits person's contact info.  Natasha replied letting me know the benefits person has been on vacation and is very busy but should let Natasha know something soon.  I replied to thank her for the update.


Description:
I e-mailed Linda to follow up on the information I sent.


Description:
I left another message for Randy Humphries.


Description:
I left another voice mail message for Laurie.


Description:
I spoke w/ Sherri and scheduled a lunch meeting.


Description:
I tried to contact Tonya to follow up but she was away from her desk.  I didn’t leave a voice mail message.


Description:
I left another voice mail message for David.


Description:
I mailed Tom some information about Allegacy.


Description:
Held enrollment from 9:00-10:00am with Belinda. Gave short presentation to the staff. Signed up 3 new members, 3 DD, and 3 P/R.


Description:
David St. Helaire, Rhonda, and I attended a signup.  We signed up 9 new members.


Description:
Laurie returned my call.  She is not interested in offering any credit union because she only offers benefits that the employees nationwide can use.  I tried to explain about shared branching and the no-surcharge ATM network but she still wasn't interested.


Description:
Sent Jenny an e-mail to follow up with our previous meeting with Tom Comerford. I requested to schedule a date and time for Allegacy to give a staff presentation. Jenny previously mentioned that late September would be a good time.


Description:
Called and left a voicemail for Leigh Anne to follow up on the information packet sent. I have previously spoken with her as the contact for Shallowford Lakes HOA. Will look for her to return call soon or will call back.


Description:
Called to reach Gordon Melson, the HOA's president. He is in charge of filling out the affiliation paperwork. There was no answering machine to leave a message, however, will try back in the early evening this week. I want to see if he has any questions about the joining process. Leigh Anne Miller has already informed me that Shallowford Lakes HOA did vote in favor of affiliation.


Description:
Called and left a voicemail for Barbara to see if I could be of any assistance with the affiliation process. She previously said she had a strong interest in offering Allegacy's services to her employees and even filled out part of the paperwork in our meeting. However, we have not received her papers yet. Will continue pursuing.


Description:
Called and left a message for Mike Durham, the HOA's president, about possible affiliation with Allegacy. I asked that he return my call at his earliest convenience, and left my work cell number for him to reach me in the evenings.


Description:
A couple weekends ago I met one of Truliant's members in line at Truliant.  She told me that Allegacy was going to be on site at her company, Mid Carolina Cardiology. Since they are not one of our sponsor companies I asked Belinda if she knew anything about this.  Belinda suggested I contact the HR department and find out.  I spoke w/ Melissa at Mid Carolina Cardiology today who told me that Legacy Financial was at their benefits fair.  I scheduled a lunch meeting to talk with her about offering another financial option for her employees since we are more convenient for her employees on Randolph Rd. and Statesville Rd. in Huntersville.


Description:
I left a voice mail message for Tia.  This company is located in Huntersville.  I think they may be affiliated w/ Presbyterian.


Description:
Called to reach Ron again about affiliation. Received his voicemail, but did not leave another message. Will try him again later this week.


Description:
Dropped off 25 new member packets and payroll stuffers at FCC's request.


Description:
Met with Tim Cooper and went over Allegacy's prooducts and services. He wants to pursue affiliation for both his Winston and Greensboro employees.


Description:
Called and spoke with Sheila to follow up on our meeting last week. She said she went over the paperwork with her HR manager and she would strongly consider affiliation. It may be 2 more weeks before we hear a final decision.


Description:
Called and spoke with Hanna to follow up on the information packet sent. She went over our materials with her HR manager and likes the idea of offering a CU. She asked that I call back early next week to schedule a meeting to discuss benefits.


Description:
Attempted to reach Melissa again by phone. Her work number is no longer in use. The company she was working for merged and they no longer have her contact information. She has not responded to my last 2 or 3 e-mails. Will mark as lost.


Description:
Called and left a voicemail for Sherry to find out the results of the board's affiliation decision. Will continue following up.


Description:
Company does not offer direct depost or automatic payroll deduction. Will not pursue any further at this time.


Description:
2 presentations and 2 enrollments (Anya and David S-H): 17 new members,17 ch. Acct,17 direct dep,15 payroll ded,5 visas,3 home eq.,2 PFP,4 Hol. Cl,4 Vac.


Description:
Jenny e-mailed me and said there was interest from her employees regarding CU affiliation. I returned her e-mail and asked to set up a presentation date and time for late September.


Description:
I called Carl to see if they have made a decision yet. His voicemail picked up. Left message about opening Huntersville location and atm. At exit 23.


Description:
Enrollment at Russian Ch. 1st Slavic Ch. (16 new members, 10 chk, 8 direct dep, 2 visas) Anya, Rita, Olga.


Description:
I emailed Dave to thank him for doing the mailing to the association membership. I asked if there is anything we can do to support his organization.

He emailed me back that his term expired as president on June 1st. He said he would forward my email to the admin asst.


Description:
I called and left a message with Anita about holding an enrollment. I told her it has been three months since we sent her packets. I wanted to make sure she has what she needs. They usually will hold a benefit fair in the fall so I am trying to confirm the dates.

Anita called me back, they are not doing any benefit fairs this year. They have plenty of supplies and feel everything is going great.


Description:
I left a message with corporate hr manager to schedule an enrollment.


Description:
I emailed Cindy about coming out and holding enrollment session. Out last visit was Nov. of 2002.


Description:
I emailed Al to follow up on business account.


Description:
Mailed updated packets to her attention. She prefers to handle the benefit option.


Description:
I sent Tracy an email to try to boost participation. She will not let us do enrollments. I have also asked her about the Loss Prevention Unit purchase adding 32 more employees to their group.

She emailed back that they have brochures to give them.


Description:
Received a voice mail message from Gloria requesting information about the credit union.  I spoke w/ Gloria.  She thought we were located in Alabama.  When I explained we are in NC she was still interested for her Charlotte employees.  They have 18 employees in Charlotte.  They also have employees in Raleigh.  Their corporate office is in Georgia and they have 50,000 - 60,000 employees nationwide.  They are very interested in a corporate credit union.   I told her I would pass on their request to senior management to see if there is anything we can do to offer Allegacy to all the employees.  I 
e-mailed her the paperwork for the Charlotte employees to join.


Description:
Received paperwork and NCUA approval. Taking to the board on 9/21/04.


Description:
Also adding the membership. Approval from NCUA. Taking to board on 9/21/04 956 members.


Description:
I met w/ Mark Heath w/ Lake Norman Economic Development and he gave me Dexter Stulz's name as the contact person for this company.  I left Dexter a voice mail message.


Description:
Held enrollment with DS from 9:30-11:00am. Saw 4 employees, all of which were members. There was one mortgage reference and 1 PFP. Most employees are already members. There is not  a lot of interest from the employees in holding enrollments here.


Description:
Scheduled a sales presentation for their staff during lunch. Will provide boxed lunches.


Description:
I left a voice mail message following up per Steve's request to set up a time frame for affiliating.


Description:
I received an e-mail from Steve w/ Kim Chapman's e-mail.  He is going to let her know I will be contacting her.  He suggested I refresh her memory about the credit union so she can check w/ the owner.


Description:
I emailed her again to see what is happening and if they are interested in affiliation. She has not responded to emails.


Description:
No response from them, I am not pursing due to credit union relationship.


Description:
After several repeated attempts, I am marking account lost.


Description:
after numerous attempts, no response marking account lost,


Description:
I tried to contact chuck to follow up on his request and see if he is interested in affiliation. No response.


Description:
marking account lost, several attempt no response


Description:
Made several attempts to contact her. No response marking account lost.


Description:
I talked to Judy and she has talked with the managing partner. He has not made a decision yet and she will get back in touch with me.


Description:
We rescheduled lunch because Sheila a family emergency and I had a conflict.


Description:
I received an e-mail from Sheila asking to schedule lunch the week of Sept. 13th.


Description:
One of my friends gave me Suzie DeSarno's name w/ the Jewish Community Center.  I spoke w/ Suzie DeSarno who told me to call Darlene Watts, the benefits person.   I spoke w/ Darlene who told me I needed to talk w/ Daphne Williams who is the financial services director.  I left a voice mail message for Daphne.
Suzie also suggested I contact Foundation Shalom which is located in the same building. I spoke w/ Karen Rude who asked me to call her back in a couple weeks.


Description:
My friend Ellen's distant cousin Suzie DeSarno w/ the Jewish Community Center suggested I call this company because they are located in the same building.  I spoke w/ Karen Rude who asked me to call her back in a couple weeks.


Description:
Chip is out of the office today. He'll be back in next week.


Description:
I received a voice mail message from Sherri letting me know she is going to have to reschedule our lunch meeting.  She is going to be out of town next week. I left her a voice mail message w/ some available dates to reschedule.


Description:
My friend Chris told me that they are thinking about offering a 401K.  I left a voice mail message for Kevin to see if he would like to meet w/ someone from AIG.


Description:
I e-mailed Charlie to reschedule the enrollment for mid October and ask if she would like to be contacted by our Afflac representative. Charlie responded that she is not interested in any supplemental benefits at this time.  We rescheduled the enrollment for Oct. 13th from 1-4pm.


Description:
I scheduled a lunch meeting w/ Lori next Friday the 3rd.  They have a total of 80 employees in the area and many live in Huntersville.


Description:
This referral came from Peggy Brown.  She assisted Dawn Anderson w/ the purchase of 150 visa gift cards.  Dawn was very happy w/ the price Allegacy gave after calling around.  I spoke w/ Dawn who gave me Myra Beam as an HR contact for me to call at their headquarters in Hartsville, SC.  They have their own credit union but I am going to see if they will allow their Charlotte employees to have a local credit union.  Sonoco Carton has 150 employees and Sonoco Flexibles has 65 employees.  I left a voice mail messge for Myra.


Description:
Held enrollment from 9:30-10:30. Met with 5 employees and signed up 2 new members. The other 3 employees filled out applications for joint membership which requires their spouse's signatures. I asked that they mail those into the call center.


Description:
Held direct deposit drive enrollments at 7, 8, and 10:00am. Signed up 4 new members, 3 checking, 5 DD, 6 P/R, 1 Overdraft, and 2 PFP's.


Description:
Held direct deposit drive enrollment at 7:00am. Signed up 2 new members, 2 checking, 2 DD, 1 P/R, and 1 PFP.


Description:
She responded that she as just now hired an assistant. After training, she will be able to do more things like look at this project. She apologized for not getting back sooner.


Description:
Jimmy Gentry emailed me back and said he is working on additional paperwork that NCUA had requested due to the large number of membership. They have 5,400 throughout the state and they want to make sure we are able to handle their needs with facilities and atms.


Description:
Held direct deposit drive enrollment at 10:00am. Signed up 2 new members, 4 checking, 4 DD, and 4 P/R.


Description:
Held direct deposit drive enrollment from 11:00-12:30. Signed up 2 new members, 2 checking, 4 DD, and 2 PFP's.


Description:
Mailed information packet and business accounts package to Lucielle at her request.


Description:
I spoke with Cindy Comer in our Morganton FC, and she called on another employee at Viscotec about affiliation. They will work with Ron Atkins to see if there is interest in possible CU affiliation. I am mailing Ron our information packet.


Description:
Patience called about opening business account.


Description:
Called and spoke with Hugh about possible affiliation and the prospect of merging. He took Allegacy's information to their credit union committee and they did not show much interest in merging. However, Hugh said he expected that out of the committee. Hugh said he would still like to push a possible merger and will continue working with their CU. I informed Patti Weber of the situation and Hugh said he may want to speak with her the next time I follow up. He wants to meet with me on September 22nd when I am back in Morganton. (If the decision is made not to merge, then the company will most likely affiliate with Allegacy to offer benefits to employees).


Description:
Called to inquire if the company had moved to automatic payroll. Toni Porter is their new office manager, she said they do not have it in place yet. I told her I would try back in another month or two to find out the payroll status so that we could set up an enrollment.


Description:
Called and spoke with Maurice Fox about possible affiliation with Allegacy. Even though his company has a W-S mailing address, it is located near Allegacy Village in Clemmons. I am sending him our information packet today and will follow up with him in 2 weeks.


Description:
Paperwork was received from this association to affiliate with Allegacy. However, NCUA did not approve the group for our field of membership because all of their employees are paid out of Raleigh, which is more than 25 miles away from a service center. The Triad employees cannot be approved. I contacted Gloria by e-mail and apologized that Allegacy was not able to service her employees.


Description:
Placed another call to Barbara, there was no answer. Will continue following up.

9/2/04 - Left a final voicemail for Barbara about Allegacy affiliation. She has not returned any of my previous calls since we last met.


Description:
Attempted to reach Leigh Anne again. There was no answer and I did not leave a message. Will try calling Gordon at 6:00 this evening regarding affiliation.


Description:
Minimal interest from this group. There is only 7 employees and they do not offer direct deposit. I asked Andrew if he would ever consider automatic payroll and he said no. Will mark as lost.


Description:
Minimal interest from this group. Grace Forbes said they do not offer direct deposit and she has not really considered it for the future. Since there isn't much interest at this time, I will go ahead and mark as lost.


Description:
Placed a call to Bernie Clapp, one of Prudential's leading sales agents and a member of their "million dollar club." She is a good friend of mine, who is also a member of Allegacy. I left a message letting her know that I was wanting to discuss possible credit union affiliation due to the recent merger of Prudential and Graham & Boles.

Received call back from Bernie. We discussed Prudential's recent merger and how Allegacy should approach the new company regarding affiliation. She will work with me in this process - she has advised I speak directly with Robert Helms as well. He will make the final call. (Robert Helms sits on the board for newly formed TriStone Bank).


Description:
Called and scheduled for us to attend their benefits fair on October 29th from 1:00-4:00pm.


Description:
Called and spoke with Denise to schedule an enrollment. She said they are having a benefits fair in November and would like for Allegacy to be there. She asked that I call back at the end of October to schedule. Will mark my calendar.

10/25/04 - Called and left a voicemail for Denise to schedule our attendance in the Novemeber benefits fair.

11/1/04 - Left another voicemail for Denise to schedule benefits fair.


Description:
I talked w/ Melissa today to confirm our lunch meeting tomorrow.


Description:
Called and spoke with Pam to schedule an enrollment. She said they have employees scattered in various locations and holding an enrollment would be difficult. She asked that I send 25 new member packets and some pens to hand out to new hires. I am mailing this to her today.


Description:
Scheduled a staff presentation and enrollment on September 10th from 2:45-4:30.


Description:
I tried to contact Steve but he was not in.  I didn't leave a message.


Description:
I received an e-mail from Charlie asking if one of her employees can join before the enrollment.  He is going to be retiring as soon as he is finished w/ the project he is working on.  I e-mailed her the link to our online application.


Description:
Called and spoke with Kathy Pope about setting up an enrollment in September. She said they have moved their corporate offices to the Winston Tower downtown. She is going to check with corporate and call me back this week to schedule.


Description:
Called and left a voicemail for Donna to schedule an enrollment for September.

9/8/04 - Called back to reach Donna about an enrollment. There was no answer and I didn't leave a message. Will try back soon.


Description:
Left a voicemail for Richard to schedule an enrollment for September.

9/17/04 - Left another voicemail for Richard to schedule an enrollment. I also sent him an e-mail request.


Description:
Left a voicemail for Sherry about setting up an enrollment in September.


Description:
Called and spoke with Gay about setting up an enrollment for September/October. She is going to speak with their executive director to see which day would work best and will call me back next week.


Description:
Called and spoke with Tera Johnson about Logan's annual company picnic. I am scheduled to attend on Sunday, October 17th from 3:00-5:00pm. They asked that we bring Max and Mo, approximately 80 kids are expected to attend.

10/7/04 - Mailed popcorn/pens/kid's club packs to Logan Heating & Air, attn: Tera Johnson.


Description:
I left a voice mail message w/ Lyn to find out


Description:
I left another voice mail message for Sherry.


Description:
I spoke w/ Melissa today and rescheduled our lunch meeting.


Description:
Called and left a voicemail for Paige to set up an enrollment for September.

Enrollment set for Thurs, October 21st from 11:00-2:00.


Description:
I left another voice mail message for Dexter.


Description:
Susan is swamped w/ calls from the northeast because of the hurricane and asked that I leave her a voice mail message.  I left a voice mail message letting her know I will check back w/ her next week.


Description:
I left a voice mail message for Shannon following up on the employee meeting.


Description:
I left a voice mail message for Janet following up to see if she had a chance to talk w/ her employees.


Description:
Tonya will be out of the office until Sept. 8th.  I didn't leave a voice mail message.


Description:
Linda is out of the office until Sept. 7th.  I didn't leave a voice mail message.


Description:
I left a voice mail message for Kathleen to follow up on her meeting w/ Mary.


Description:
I spoke w/ Julia briefly.  She was in the middle of something and asked me to call her back tomorrow.


Description:
I spoke w/ Sarah and Michelle is not interested at this time.  I told her to let us know if they change their mind in the future and decide they would like to join.


Description:
I spoke w/ Gail.  They currently have Carolina Cooperative.  She has been looking at our website and her only concern is branch locations.  Most of her employees are out in the field all over Charlotte.  I explained about shared branching and no-surcharge ATM's. She also has a large hispanic group that she is very interested in catering to.


Description:
I tried to contact Vicky to talk about the $50 promotion, department signups, and payroll stuffers but she was unavailable and her voice mail didn't pick up.  I will try her again tomorrow.


Description:
Called and left a voicemail for Tim to follow up on last week's meeting regarding affiliation. He expressed a strong interest in joining the credit union. I will keep in contact and try to get paperwork for September's board meeting.


Description:
Called and left a voicemail for Ron again about possible affiliation with Allegacy. I mentioned that I would be in Morganton on September 22nd attending more sales calls and would like to meet with him as well. Will continue following up.


Description:
Called and left a voicemail for Dan following up on our last conversation regarding affiliation. He seemed somewhat interested in the CU, and wanted me to continue following up.


Description:
Called and left a voicemail for Chuck regarding possible affiliation with Allegacy. I asked that he call me back at his earliest convenience.

9/21/04 - Left another voicemail for Chuck about  CU affiliation.


Description:
Called and spoke with Tori Whalen about possible affiliation with Allegacy. She said she did receive our information packet and is strongly considering affiliation. BlueRidge Healthcare encompasses Grace Hospital and Valdese Hospital, along with several physician offices. Tori is from Winston-Salem and is familiar with our services. She was highly complimentative of AFCU. I am scheduled to meet with her on September 22nd at 11:30am.


Description:
I met w/ Lori today.  She checked w/ her corporate office and they will not allow a local benefit.  Their corporate location is in Virginia and since we don't have a location in Virginia we can't bring in corporate.  Lori; however, is still very interested and is going to forward the information I gave her today to the HR person in Virginia in case anything changes.  She also asked about her office joining w/o the company joining.  I explained to her about our associations.  She is going to let me know if anyone in her office is interested in joining.


Description:
I left a voice mail message for Vernon to see if they have made a decision.


Description:
I tried to contact Vicky again but she is out of the office until Wednesday.  I will try her Wednesday.


Description:
Called and left a voicemail for Angie to set up an enrollment.


Description:
Called and left a voicemail for Matilda to schedule an enrollment.

9/15/04 - Called and spoke with Matilda to set up an enrollment. She is going to speak with her boss and call back within a week to set a date and time.


Description:
Call to Jimmy about an enrollment on 09-30-2004.


Description:
Sent Barbara an e-mail regarding her final affiliation decision for SilkRoad. I also CC the e-mail to their controller, Patricia Bohrer. Patricia attended the original sales call meeting when I visited the company.

Received an e-mail back from Barbara stating that she does still want to affiliate. She apologized for the process being so slow. She commented she'll have the paperwork in to Allegacy by the end of this week.


Description:
I spoke w/ Jeff Pope who told me I need to contact corporate in Georgia - Chris Aloia (pronounced Alloway) 770-476-8537.  Jeff said they have approximately 100 - 115 employees in Charlotte.  I left Chris a voice mail message about offering a local credit union


Description:
I spoke w/ Bob.  He is not interested in offering us.


Description:
I tried to contact Linda but she is out of the office.  I didn't leave a message.


Description:
Called and left a voicemail for Maurice to follow up on information packet sent. He previously asked that I call him back within a week to discuss benefits.


Description:
I left a voice mail message for Larry Strawn to see if he can give me a contact person at Hendrick Automotive.


Description:
Called and left a voicemail for Robert Helms to see if we could set up a lunch meeting regarding possible affiliation with Allegacy. I referenced Bernie Clapp who had said I should call him direct.


Description:
I called to confirm sign up tomorrow and spoke w/ Jennifer who has taken over Rhonda's position.  Rhonda is no longer there.   Jennifer isn't sure when the next staff meeting is going to be to reschedule the visit.  She is going to call me as soon as she knows.  If I haven't heard from her by the end of the month she wants me to check back.


Description:
Set up an enrollment on Sept. 8th from 2:15-3:15.


Description:
Dropped off credit union information packet and briefly spoke with Nancy about possible affiliation with Allegacy while I was at a church meeting. She is going to review our materials and I will follow back up with her soon. She commented they do not currently offer a CU.

9/9/04 - Mailed Nancy additional information and rates.


Description:
I left a voice mail message for Melissa confirming our lunch meeting tomorrow.


Description:
Milly is out of the office until tomorrow.  I didn't leave a message.


Description:
I left a voice mail message on the company voice mail.


Description:
Set up a presentation to staff on October 1st from 11:30-1:00 during their monthly meeting. Mike is giving Allegacy a 15 minute slot and will allow us to stay 15 minutes after meeting.

Received a call from Mike Linville's assistant asking that we reschedule the Oct. 1st enrollment. He will call me back within the week to schedule new time.


Description:
Called and left a voicemail for Denni to set up an enrollment.

9/8/04 - Set up enrollment for September 28th @ 9:30am. We will give short staff presentation and then hold sign up afterwards.


Description:
Called about scheduling enrollment. Sam was my contact person. He was out of the office. I left him a message on voicemail.


Description:
Anya and I held open house at Whitaker Square location for the membership of this association. We announced in their newsletter. I requested a mailing list with phone numbers from Warren Emmerson.


Description:
Called and spoke with Traci about setting up an enrollment for September. She is going to check her schedule and call me back within the week.


Description:
I spoke w/ Tom. They have a credit union in Charlotte but he doesn't believe any of his employees use it because it is so far from their location.  I scheduled a meeting w/ Tom.


Description:
Called to reach Liz West about setting up an enrollment. There was no answer at her extension or voicemail. Phones system is completely automated.


Description:
I spoke w/ Charlie and requested a meeting to  introduce myself as the new Charlotte representative and to explain Allegacy Wealth Management.  I left Karen a voice mail message inviting her to attend the meeting next Wed.  Charlie is available any time Wed., the 15th before 12pm and after 1:30pm.


Description:
I received an e-mail from Melissa asking me if we can reschedule.  She was at the hospital all day yesterday for chest pains and has another doctor visit today.  She is going to call me this afternoon or tomorrow to let me know when she would like to reschedule.


Description:
Called and spoke with Sheila to find out her final affiliation decision. She is talking it over with the HR manager and will decide within the week. I commented that I would be happy to pick up the paperwork on the 22nd when I am back in Morganton. She said that will probably be fine, however, to call again the day before I'm there.


Description:
Tried to reach Tim again by phone. Will personally stop by to find out his affiliation decision. Also will drop off Flex-Pay brochure for him to look at direct deposit.


Description:
Have not had luck reaching Leigh Anne or Gordon by phone. I left a detailed voicemail for Gordon today stating the affiliation process and asked that he call me with any questions. I also left my work cell phone number for him to reach me in the evenings.


Description:
Called and left a message with the HR assistant about possible affiliation with Allegacy. I asked that she please pass the information on to Mary Ragsdale and to have her call me at her earliest conveneince. I will try calling back early next week if I don't hear from them before.


Description:
Called and spoke with Dan to follow up on our last conversation. He said he is interested in our services, however, the final decision will be made through their corporate offices in Augusta, GA. He commented that Fairway is a part of a larger company called Morris Communications. Their corporate number is: (706) 724-0851. Dan asked that I call corporate and see what their stand is on credit unions, and to then call him back to discuss.


Description:
I spoke w/ Karen.  They have several holidays coming up in the next couple months so she asked me to call her back mid November.


Description:
Called and left a voicemail for Kathy to follow up on setting an enrollment date.


Description:
Called and spoke with Sherry to follow up on our last conversation. She said her employees are very interested in the credit union and she wants to move forward with the process now. He board has approved that the company can join a credit union. She said she will get the paperwork mailed shortly. I informed her of our board meeting dates and that we needed her papers by certain cut-off times. Currently does not offer direct deposit.


Description:
Merck is opening a new research facility in the University area by the end of the year w/ 25 employees.  I left a voice mail message for Gail at their corporate office in NJ.


Description:
I left a voice mail message for Mary Anne.  This company is located at the University and has 25 employees.


Description:
I deleted this company off of my prospect list because they only have 9 employees and there was lack of interest.


Description:
This company was formerly Polar Plastics.  I spoke w/ Karen who suggested I send her boss, Jan Comer some information.  They already offer Corporate America CU. This company has 300 employees.


Description:
I left a voice mail message for Lois.  They have 250 employees.


Description:
I left a voice mail message for Larry to see if the legal department has come to a decision on whether or not they will allow us.  I also followed up on Larry's personal account with us.


Description:
I talked with Pat Kight about holding enrollments at all offices. She asked me to email her information. Our focus or scope of the presentation wil be the $50 checking promotion. She wants to coordinate for all offices.


Description:
Held enrollment with DS. Signed up 2 new members, 2 checking, 3 P/D, 2 DD, 2 overdrafts, and 1 auto buying referral.


Description:
I left Charlie a voice mail message requesting a meeting at 3:00 or 3:30 Wednesday, the 15th.


Description:
I left a voice mail message on Larry's cell phone.  I spoke w/ Larry.  He told me that his company has decided not to go with a credit union at this time.  I had worked w/ Larry when I was at Truliant.  The reason I called was not to go after Hendrick Honda but to get information on Hendrick Automotive which according to Larry is actually Hendrick Motorsports and is a different organization altogether w/ no relation to the Hendrick companies Larry is affiliated with.  Larry explained the structure of the Hendrick companies.  John Hendrick owns JLH which has 5 locations including the location Larry works for.  Rick Hendrick, John's brother, owns Hendrick Automotive Group on Monroe Rd w/ Hendrick Management & Hendrick University.


Description:
I haven't heard anything from Darla so I am deleting them off of my prospect list.


Description:
Called to reach Johnny about possible affiliation with Allegacy. He had already left for the day. The receptionist said the best time to reach him is in the mornings.


Description:
Called and left a voicemail for Lucielle regarding a follow up on the information and business packets sent.

9/16/04 - Try reaching Lucielle again. Did not leave another voicemail.


Description:
Tried to reach Mike again by phone. I may try to call him in the early evening to catch him after work to discuss possible affiliation. Will also see if Donna Hennessey can help (she is neighbors with Mike).


Description:
Called and left a voicemail for Donna regarding possible affiliation with Allegacy. I mentioned I would be attending sales calls on September 22nd in morganton and would like to sit down with her as well to discuss benefits.


Description:
Called and left a voicemail for Rebecca to see if she still had interest in Allegacy's benefits. She had previously mentioned that she wanted to add a credit union, but I never heard back from her again. Will start pursuing again.


Description:
Called and spoke with Gary about holding an enrollment. He said he would like for us to come out, it has been almost 2 years. He is going to check his schedule and call me back in the next few days to secure a date and time.

9/15/04 - Followed back up with Gary on scheduling an enrollment. He wants to try scheduling something in mid-October, however, doesn't know the exact times yet. He will call me back.


Description:
Called and spoke with Colleen about setting up an enrollment. She transferred me to their payroll specialists. I left them a voicemail regarding a good date and time for Allegacy to come visit.


Description:
Scheduled an enrollment on September 30th @ 9:00am.


Description:
I contacted this company and spoke w/ Wendy.  She is not interested in credit union services at this time.  She agreed to let me send her some information in case they decide they would like to offer a credit union in the future.  I mailed Wendy a packet.


Description:
Larry explained the structure of the Hendrick companies.  John Hendrick owns JLH which has 5 locations including the location Larry works for.  Rick Hendrick, John's brother, owns Hendrick Automotive Group on Monroe Rd w/ Hendrick Management & Hendrick University.

I left Jennifer a voice mail message.


Description:
I spoke w/ June today.  They currently have a credit union but it isn't local.  We scheduled a meeting for Thursday, the 23rd.  She knows Larry Therault w/ Foamex.  This Mooresville company has about 180 employees.


Description:
Called and left a voicemail for Karen to set up an enrollment for late October.

9/16/04 - Tried to reach Karen again about an enrollment. She had already left for the day. Will try back this week to schedule.


Description:
Called and spoke with Billy's assistant about possible affiliation with Allegacy. She is going to pass the message on to Billy and will see if he would like for me to send our information packet.


Description:
Called and spoke with Melissa about holding an enrollment sessison. She is going to speak with her boss, but she thinks it's a good idea that we visit. I mentioned the last week of October was open for us.

1/6/05 - Left a voicemail for Melissa requesting an enrollment for her employees.


Description:
Called and spoke with Kathy about possible affiliation with Allegacy. I am sending her our information packet and will follow up with her in 2 weeks. She was very nice on the phone.


Description:
Received a call from Clark Bunting. The computer systems at the plant are down and he has asked that we re-schedule the enrollment. The new date is September 23rd from 2:45-4:30.


Description:
Spoke with Kay about an enrollment. She is not currently interested at this time. She commented that most of her employees are already members.


Description:
Anya Pacyga and David Foster were scheduled to attend enrollment at Raleigh offices on 9/17/04. Michele O'tuel e-mailed me today asking that we reschedule the enrollment/presentation to February 11, 2005. I responded to her e-mail and thanked her for letting me know. In the meantime, I have offered to mail membership packets. Will mark calendar for new date.


Description:
I left a message confirming our meeting tomorrow.


Description:
I e-mailed Melissa to reschedule our lunch from last week.


Description:
I received a call from Shannon letting me know they are not interested in cedit union services.


Description:
I spoke w/ Tina.  They currently offer Corporate America CU.  I asked if they would be interested in offering a local credit union in additional to Corporate America.  Tina informed me that  although we consider Huntersville local her employees do not.  Most of them live in Mooresville, Statesville, and Concord.  She did agree to look at some information.  I am going to send her a comparison of us and Corporate America.


Description:
I spoke w/ someone who told me they are currently affiliated w/ State Employees CU. I left a voice mail message for David to see if he would be interested in offering his employees another option.


Description:
I received a voice mail message from Charlie confirming our meeting tomorrow.


Description:
Melissa replied to reschedule our lunch meeting.  We are meeting next Wed.


Description:
Received an e-mail from Cindy Comer in Morganton about Viscotec. She said she spoke with Allen Nicely, the HR manager, and he has agreed to meet with me on September 22nd at 9:30am for a sales call. Melody Garcia will also attend. I called Allen to confirm the appointment.


Description:
I left a voice mail message for Linda following up on the information I sent.  I am going to send her a comparison of us and Corporate America today.


Description:
Talk to Nancy abaut an enrollment. (Sch. from 10-12 on 09-28-2004)


Description:
Received an e-mail from Barbara stating that she was working on the affiliation paperwork and that it should be in by the end of the week. I responded to her e-mail and thanked her for keeping me updated on the status.


Description:
Left Tim a voicemail regarding Flex-Pay info and affiliation decision. I also commented on the deadline for receiving his paperwork.


Description:
Called and spoke with John about possible affiliation with Allegacy. He is already a member and has a business account with us. I am sending him our information packet today and will follow back up with him next week. He is interested in a staff presentation. I have included information regarding Allegacy Investment Group.


Description:
Billy returned my call and left a message. I called him back and we discussed possible affiliation with Allegacy. I'm sending him our information packet and will follow back up with him soon.


Description:
Called and left a voicemail for Bob regarding his meeting with Aflac representatives. I also sent him an e-mail asking if any decision had been made re: Aflac.

11/3/04 - Called and spoke with Bob about offering Aflac's services. He said he is in the middle of making major changes to their benefits and he cannot additionally offer Aflac. He thanked me for the call.


Description:
Sch. an enrollment on 09/21/2004 at 9 am


Description:
Called and spoke with Gay to follow up on setting an enrollment date. She asked that I call again next week because her director has not made a decision on the schedule. She asked that in the mean time I mail her 15 membership kits for new employees. I sent these out to her today.


Description:
Scheduled enrollment for September 29th from 1:00-3:00. We will give a brief presentation to the staff.


Description:
I received an e-mail from Sheila confirming our lunch meeting tomorrow.


Description:
Karen and I met w/ Charlie.  He is very excited about the credit union and thinks there is a lot of potential for the remote services.  Unfortunately he thinks the day to day banking will be more difficult because of our locations.  Karen and I are going to present Allegacy to the staff in October or first week of November.  Charlie asked us to provide lunch for the 12pm meeting and a fruit tray/danishes for the 10am meeting. He thinks that providing breakfast and lunch will be an incentive to get the employees to attend our meetings.  He is also interested in having specialists come back and do seminars on the things that the staff would like more information after our initial enrollment.  I am going to e-mail Laura to see if AIG would like to attend.  They currently have about 115 employees; 50 are staff and the rest are attorneys.


Description:
I visited with Jan and left packets for them to distribute to staff. Not interested in holding enrollment at this time.


Description:
Placed calls to both Leigh Anne and Gordon. Neither one have responded to my repeated messages. Will continue trying.

Left voicemail for Leigh Anne. I stressed the paperwork deadline for October.


Description:
Conducted a staff presentation to go over credit union products and services. Anya Pacyga assisted with visit. The staff was very interested in affiliation and has asked that Tom Comerford complete the paperwork. Lunch was provided for everyone in attendance. Jenny has asked that I stop by tomorrow afternoon to pick up papers.


Description:
Called and spoke with Maurice to follow up on the information packet sent. We scheduled a sales call for October 6th @ 4:00pm.


Description:
Followed up with Lynn again. She said they are still in the middle of a holding period, but to call back again in one month. She did ask that I keep pursuing because she is interested in Allegacy. Will mark my calendar.


Description:
Left a voicemail for Pam Randleman about setting up an enrollment for Oct/Nov.


Description:
Called and spoke with James about setting up an enrollment. He said almost all of his employees are already memebrs and they are very happy with our services. He doesn't feel it would be beneficial for Allegacy to visit. He informed me the company has 45 employees now/35 are members. He did ask that I send 10 new membership kits. I will mail these out today.


Description:
Left a voicemail for Gina Harrison in W-S office (744-2960) in regards to getting information out about credit union membership and eligibilty to the Vulcan Quarry in Morganton. Brad Allison, plant manager, is going to be our Morganton contact. His direct number is: (828) 437-2616.

9/20/04 - Called and spoke with Deborah, who is an assistant to Brad. She commented that there was talk about Allegacy's credit union eligibilty now in Morganton at one of their recent staff meetings. She is going to pass the message on to Brad that I will be stopping by and dropping off membership kits for employees on Sept 22nd.


Description:
Called and spoke with Bill Duncan about setting up an enrollment. He said that would be fine and asked that I coordinate it with Joyce Sloan. He transferred me to her and I left a voicemail about setting up a date and time. Joyce is the Senior Pastor assistant.

Joyce returned my call this morning and we have scheduled an enrollment for October 20th @ 9:30am. Allegacy will give brief presentation.


Description:
Scheduled enrollment on October 20 from 6-9:30 am for Merfin employees.Gave her updated packets.


Description:
Called and spoke with Paige about attending their October benefits fair. She asked that I confirm our attendance with Sheryl Mohn, their HR director. I left a voicemail for Sheryl asking her to call back at her earliest conveneince.


Description:
Called and spoke with Sue White about her employees being charged for their checking accounts with direct deposit. She is going to get a list together of those be incorrectly charged and will fax it to me on Monday for us to correct.

9/20/04 - Spoke with Sue. She said she sent an e-mail out to employees asking them to report to her if they were being charged for their Allegacy account. Sue will get back with me on Wednesday to fax over the list.


Description:
9/2/04 
Belinda forwarded me the contact information for Chris Carlsen w/ Carlsen Douglas Development Company from Ike.  She told me the company was ready to affiliate.  I spoke w/ Chris and he told me they would be happy to affiliate but he was more interested in helping us get a larger company.  He asked me if I had contacted Joe Gibbs.  I told him I talked w/ the HR person at Joe Gibbs who is a close friend of Gary Knox.  Gwen was not interested in offering us because she is very happy w/ Coastal.  When I asked if she would be interested in offering us in addition to Coastal because of our more convenient location she told me Coastal's location has not been an issue so far.  Chris asked me to send him a comparison of us and Coastal for him to present to his contact there.  He seemed pretty confident that he could convince them to consider us.  I spoke w/ Belinda about going over Gwen's head.  My concerns were that she is a close friend of Gary Knox and that the Huntersville area is a very close community.  I didn't want to upset her and then have my reputation tarnished w/ other potential companies in the Huntersville business park and surrounding areas.  One of my other contacts told me that Gwen had brought in Coastal at her previous company and then brought them in at Joe Gibbs.  She was very nice but very pro-Coastal.  Belinda agreed that we wouldn't want to jeopardize our relationship w/ Gary Knox or other HR people in the area.  

9/3/04
I left Chris a voice mail message while he was out of town for the holiday letting him know we appreciate his help but do not want to jeopardize our realtionship w/ Gary Knox.

9/20/04 
I contacted Chris today to follow up on the voice mail message I left him and to see if he would like to afffiliate for his employees.  He did not seem very happy w/ our decision and commented that he didn't realize that we were so involved w/ Gary Knox.  I replied Ike has a relationship w/ Gary.  I told him if it came up in conversation that we would definitely be willing to meet w/ his contact at Joe Gibbs but we did not want to go over Gwen's head.  Chris basically responded that if we want to grow we are going to have to make some waves but it is up to us.  He said it will not come up in conversation because he will not bring it up since we are asking him not to and that is how his company opperates and of course Joe Gibbs will not bring it up.  I tried to explain that he could mention us to them and if they are interested in finding out more I would be happy to meet with them but I don't feel comfortable  pursuing them directly.  However,  I wasn't having any luck conveying my intent.  I finally told him to do whatever he thought was best and then asked if he would like his company to join.  I told him that Ike mentioned he was interested in affiliating with us.  Chris told me that he would be happy to but he needs to check w/ management because he doesn't do anything unless they are on board.  He took my number and told me he would call me back w/ their decision.  He was clearly not very happy w/ my decision to respect Gwen's decision.  He also didn't offer help w/ any other companies in Huntersville.


Description:
Picked up affiliation paperwork from Tim Cooper.


Description:
Picked up affiliation paperwork from Barbara Cannon. Also sent a thank you e-mail.


Description:
I received a call from Connie asking about direct deposit.  She told me the employees haven't received their checks yet so they couldn't send corporate their checking account numbers.  She is going to e-mail me a list of all the employees who joined.


Description:
Mailed a packet of information to President of the association. We want to add this homeowners association and also the companies that he represents as a developer.


Description:
Gordon Melson returned my previous call this afternoon. He said that Shallowford Lakes does want to affiliate with Allegacy, however, he needed the association paperwork to fill out. I am re-sending this to him today and stressed our October deadline to receive the paperwork. He said he would immediately mail it back to us.


Description:
I called Carl Sorenson to get an udpate on affiliation. He never returns the phone call messages. According to secretary they have not made a decision yet. I told him about new location at exit #23.


Description:
She emailed me and said she was unsure that we were convenient for her employees. She has hired a new assistant so she has more time to look into this. I sent her information on the atms and our new location in Huntersville opening up early October.


Description:
They have their own credit union relationship and not interested in switching. They will continue to offer services to the employees at the independent company.


Description:
no response from me contacting her office. Due to the small number of employees I am marking account lost.


Description:
small number of employees. They contacted us. Mailed information.


Description:
Called and left a voicemail for Laura about holding an enrollment for her employees.


Description:
Left a message for Kathy about an enrollment


Description:
Talk to Jenefer about $50.00 prom.She will call back.


Description:
Called and spoke with Robert Atkinson about setting up an enrollment. He informed me that Amy Cain held an enrollment this past March. It was not marked in SEG Manager. He asked that I call back again in 6 months to set up another session.


Description:
I spoke w/ Patricia today who didn't know Connie had called me.  She has left messages w/ her corporate payroll person to find out what is needed to get direct deposit started.  Patricia gave me the names of all the employees who filled out Allegacy apps.  I told Patricia I will have Angie contact her payroll person to see what the hold up is and get direct deposits started.  I e-mailed Angie.


Description:
I e-mailed Karen, Laura, and Charlie about possible dates in October to do the enrollment.


Description:
I met w/ Marlene today to talk about affiliating.  She was very interested.  They have 100 employees which would be great for our new Huntersville location.  She is going to talk to her boss and give me a call in the next couple days.  He was very interested when she mentioned that she was going to meet w/ me.  She also told me that someone from Allegacy had contacted them the day before I did about indirect lending.  They already do indirect lending w/ Truliant.


Description:
I spoke w/ Marlene and made an appointment to talk w/ her about offering Allegacy next week.


Description:
I met w/ Tom today.  They currently offer Charlotte Metro but he told me they have very little penetration.  He is very interested and is going to run it by his boss in the next couple days.  He told me to follow up w/ him in a couple days.  This company has 110 employees in Cornelius so they would be great for our Huntersville location.


Description:
Called and spoke with Tori to confirm our September 22nd sales meeting. She has requested that we re-schedule it for early October due to a benefits fair that ended up being moved to the 22nd for them. She apologized for the short notice on re-scheduling, however, still wants to meet with me. I e-mailed her our affiliation paperwork so that she could review our joining process. In the e-mail, I requested that we meet on October 4th to discuss benefits.

Tori returned my e-mail and said she will begin working on the affiliation paperwork. We have re-scheduled the sales call for October 8th at 8:30am.


