# tblArchiveActivities

Description:
Spoke with Steve Ragan who said they are moving to Kernersville (across from Parks Chev.). Move to be completed in April. They have also had some layoffs. Mr. Baur will not consider at this time.  Told him I would call back in May or June.


Description:
Spoke with Steve Ragan. Obtained new address. Brought him up to date on groups we have added recently. He requested two pkgs. Of new information that he can share with his CFO and Controller. Will call him back in a few weeks.


Description:
Talked to stephen on phone and visited for potential seg.  They do not have ach and may not do payroll deduction.  Employees are scattered.  Looks ok. - cp


Description:
Talked with Stephen Sink. He has package and is considering. They are building new building in Westpoint Business Park. He is also working with new health insurance. At first said he did not have time to consider for a few months but promised to look at package within next 2 weeks.I have mailed him new packet information and info on name change. They have 3-mail but no direct deposit. We could use our new payroll plan to handle this account. Payroll is prepared locally and they do have payroll deduction.
Will followup


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I left a message for Stephen Sink to call back.  I will refer his call to Carol Knouse.  She is handling this lead.-KM


Description:
Spoke with Steve Sink who said he wants to carefully consider affiliation and give it his full attention.  Right now he is busy with completion of their new building in Westpoint Business Park. He asked me to call him in mid-May to resume our talks.  Will followup


Description:
Called Steve Sink to ask for an appointment to discuss affiliation. He said for me to call him back the week of June 25 to get an appointment for the next week. He seems interested but has been busy with his new bldg.


Description:
Left a messge for Steve Sink and told him that I was working with employees of Baptist Hospital, etc. Told him that I had not forgotten him and that I wanted to get back together around the middle of September. Want to get his group enrolled..told him new building open in fall.


Description:
Met at length with Stephen Sink, VP. He is in favor of affiliation as is their President. Mr. Sink's wife is their payroll representative. With almost 300  employees they do not have direct deposit but want to not only offer it but mandate it. Mr. Sink will speak with his wife to see if she will consider calling Wachovia, their bank of choice, to get the costs associated with beginning electronic payroll.  We discussed all AFCU products and services. I explain how we conduct enrollments, etc. It would be necessary to hold multiple enrollment sessions (he said about 8 would be necessary). Their employees are out on the job during regular working hours so morning and evening sessions would be necessary. I should receive a call back from him within the next two weeks.


Description:
Spoke with Mr Sink whose wife is the holdup with moving toward direct deposit. He spoke with her briefly and she does not want to do it. He and the owner of the company know they need to do this so he will talk with her more and will call me next week. I offered to have someone from our Support Serv. Take her to lunch or meet with her to discuss this. He said that if I did not hear from him by next Thursday to give him a call.


Description:
Received a call from Steve Sink who said that they were so busy but he wants to do this. He will call me on Monday, Aug. 26 to see if we can arrange a time when Brooke and I can visit with Mrs. Sink to go over details of payroll deduction/direct deposit. Notified Brooke to be prepared with a presentation.


Description:
Left Mr. Sink a message that Brooke and I would visit with Mrs. Sink today, if her time allowed. Otherwise, I asked him to call me the week of Sept. 9.


Description:
Steve Sink called me back and made a tentative appointment for Fri. Sept. 13 at 9:00 am. His Mother is in Forsyth Hosp. (Kidney failure). She is 85 and lives in a rest home (she also has arthritis. He and his wife have been spending time with her and haven't had much time to consider this. I will notify Brooke to make sure she is available at that time.


Description:
Confirmed an appointment between Mr. And Mrs. Sink (Nonie), Brooke Dahl and myself for Friday, Sept. 13 at 9:00 am.


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Kimberly Davis from ADP said that her company had made calls to them in January, 2003, relative to payroll processing. I will mention this when I am able to speak with Mr. Sink.


Description:
10/6/00 See the activities entries under Womble Carlyle for the history of this lead.  Christina prefers to approach this with the letter of request to affiliate with RCFCU referencing a larger number of employees.  They currently have 30 employees.  As of 11-1-00, they will have 260 . A group of Womble's employees will be transferred over to this new company name.  We need to be mindful that Womble has requested that we not use their name re: any advertising that we do, etc.  We need to have an understanding of this new group's expectations.  Also, this group is located in the Liberty Plaza Building. There may be some moving around of offices to different floors.  For now send information to Womble's address but to the attention of Christina Sawtelle-LP12.  The Womble office will forward this to her at Liberty Plaza.  We will need to decrease the number of WC employees by 230 or so-or get a new count from WC.  I asked Christina to furnish a list of the employees who are RCFCU members.  She can only provide a listing with no membership information.  We will need to key the names, etc. into FOCUS to determine if they are members and key in the new member type code.-KM


Description:
I delivered a holiday premium to Christina Sawtelle.  She and I were able to talk briefly and she inquired to the status of their application with RCFCU.  She stated that she had faxed over a copy of their employees for comparison with Womble employees since they are a spinoff of Womble.  Christina's office is located on the 7th floor of the Libery Plaza Building.


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I called Diane Marshall to find out if there are other offices of Firm Logic.  There are offices in Alpharetta, GA; Houston, TX; and Nebraska.


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I attended the information session and signup for the employees.  There were six employees present and all of them completed membership applications.


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I attended the information session and signup for the employees.  There were 8 employees present.  We obtained five members from this session.


Description:
Carol Knouse, Frances Campbell, Ana Larson and I held a sign-up session.-KM


Description:
The business development department held a second sign-up session for this group.  We signed up 11 of the 14 people seen.-KM


Description:
I called to talk with Christina to obtain her permission to email information about credit union promotions.  Christina is out of the office until 3/19.  I left a message on her voicemail.


Description:
I received a return call from Christina Sawtelle stating that it is okay to email promotional information to her periodically.  The fax number is 734-2171, her email address is csawtelle@firmlogic.net.  She is receptive of mailings of hard copies that will be posted in the breakrooms.


Description:
I called Christina Sawtelle and asked if it is possible to schedule a reenrollment for the employees.  She stated that she does not like to schedule to many activities for the employees that require them to be away from their jobs.  She will check the calendar and will get back to me with a date for the reenrollment.


Description:
I  called Christina Sawtelle to request a copy of the letter of understanding that was submitted at the time they affiliated with AFCU.  She immediately faxed it over.  

I asked if a re-enrollment could be scheduled during the month of June.  This is a follow-up of a phone call made on 5-15-01.  Christina stated that she would need to check the calendar and get back to me the week of June 4th through the 8th.


Description:
I updated SEG Manager with the information obtained from the sponsor company survey.

Christina Sawtelle stated that she is receptive to an on-site Credit Union Day event and that she will allow on-site visits twice per year.


Description:
I have been in touch with Diane Marshall.  She is the coordiantor of all of the different floor coordinators.  I was advised to talk with her rather than Christina Sawtelle.  I will need to confirm who is the SEG Rep now.  We are planning a second enrollment on 9/26.  Diane is to call me with the number of employees to expect. Firm Logic employs 200 in WS; 30-40 in Raleigh; 20 in Atlanta; and 5 in Houston.-KM


Description:
Second enrollment held. 21 of 22 seen added new accounts. Several checking accounts were added. A $25.00 gift certificate to Wal-Mart and SAM'S was awarded to Jeanette Barnes.-KM


Description:
We provided 50 packets to Firm Logic's WS office and mailed others to their Raleigh and Houston offices.-KM


Description:
I delivered 50 new membership packets to Diane Marshall.  I talked with Diane and she stated that the employees were very pleased with the enrollment that took place on September 26th.  She stated that there were a few employees who did not make the enrollment and she referred them to Karen.  I told her that Karen has been temporarily reassigned and if she has a need to please call me.  I also expressed to her that if there is sufficient interest that I would be glad to come back out for another reenrollment.  I also told her to call me if she needs additional supplies.


Description:
I stopped in to deliver the holiday premium and to visit with Diane Marshall.  I was informed that Diane has returned to Womble Carlyle as of October 2001.  The contact at this location will once again be Christina Sawtelle.  Christina has finally joined the credit union and she and her husband recently financed a vehicle and had the loan processed at the 5th Street branch.  She was very complimentary of the credit union and the service that she received.  She said that things are busy in the office but they have not added many new people and she is currently not in need of AFCU materials.


Description:
Sara Hepler attended the Annual Sponsor Company Luncheon.  She completed the sponsor company survey.  Sara left a message stating that all mailings should be directed to her or to Carolyn Sink.


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emailed Christina to check on holding an enrollment session and giving her updated credit union information


Description:
I conducted individual enrollments for the employees at their offices.  Four of the five employees that I saw have completed membership applications and are now members of AFCU.  I received three new membership applications, 2 holiday club accounts, and 2 checking accounts.  There were two mortgate referrals:  Daniel Roberson and Renee Kimber.


Description:
I stopped in to see Cathy Allen and to deliver the holiday premium.  Cathy stated that all is well with their company.  She does not need supplies.  She was very appreciative of the gift and gave me a big hug.  They have not added any employees.


Description:
Cathy Allen, Monica Pask, and  Erin Hartman attended the Annual Sponsor Company Luncheon.  Cathy completed the sponsor company survey.


Description:
I cold to Cathy Allen and I will going for an enrollment on April,9 from-9am to 1:30 pm


Description:
Eneollment (04-09-2003).I saw 14 employees(9-current members) with the following results:4 new members,4 payroll deduction,2 visa appl,3 Holiday Clubs,2refinance used cars appl, mortgage ref.


Description:
Spoke with Mary Ann Basche regarding meeting with volunteers. Only have 2 meetings per year where all volunteers get together: Spring awards banquet and fall luncheon. Both held at Forsyth C.Club. Spring banquet time is so full they have eliminated entertainment. Maybe can go to fall luncheon.  Also, agreed to allow us to add brochure to orientation package. She will send me a copy of their latest package. She is in the process of mailing a one page reminder about Joint Commission and said I could include a brochure if I wanted to. That will go out about the 2nd or 3rd week of February.  We talked about the spring orientation for Juniors to be held on May 19. We can be there to do a 1-minute talk and can set up a table in one corner to open accounts at the end of the 12:00 session. These volunteers are between 14 and 18 years of age. There should be about 50 kiks there that Saturday. Joyce Kaufman is president of the Auxiliary and Peggy Willard, a retired RJR employee, is vice president of the Auxiliary.  She said Peggy gave a lot of coverage to the credit union during her recent orientation.  She said we are welcome to come to orientations but sometimes no one shows up and again she may have 2. The most would be 15 people. Secretary for this group is Elizabeth Crouse.   Will followup


Description:
Visited with Carolyn Hester, assistant to Mary Ann. Left her information relative to materials to place inside Novant's Volunteer Orientation Package. Also suggested changes to Novant's benefit handbook for volunteers. Left 2 small premiums.


Description:
Received a telephone voicemail from Mary Ann thanking us for her gifts. She will be out of town until the week of April 2 and will call me back then to discuss our attendance at some of their volunteer orientations.


Description:
LEFT MESSAGE ON VOICE MAIL ABOUT THE EVENT DYA FROM OUR SEG SURVEY. - CP


Description:
Julia Martin and I delivered the holiday premium.  We were able to talk with Judy Stinson and to personally give her the premium.  .


Description:
I stopped by to deliver another 2000 holiday premium to Judy Stinson (calculator/clock).  The one that she was given last Christimas was stolen by a client.  Judy called and asked if there was an extra available and if so if she could have another.  I told her that I would bring one to her the next time that I was on that side of town.


Description:
I talked with Judy Stinson and told her that I would stop by today and bring her the holiday premium.


Description:
I stopped in to deliver the holiday premium and to talk with Judy Stinson about attending one of the board of directors meetings.  She stated that the board is composed of 18 members and meets bimonthly, the March agenda is full.  I did ask her to let me know if I could attend the May meeting.  She stated that she would mention it at the March meeting and give me a call.  She stated that the board is currently comprised primarily of industry leaders from RJRT, GMAC, Sara Lee and there are two judges who are also on the board.


Description:
Frances and I stopped by so that I could meet Judy. Their air conditioning was broken and it was extremely hot. Judy had left for the day. I did speak with Don Moore, a director. I asked for a listing of their board and he asked me to call Judy. They have 16 board members who are all local. He also gave me a listing of staff members: Don Moore, Fenimore Street/Jim Brown, who lives in Cross Ridge in Kernersville/Belinda Williams, W-S/Lance Hinton, W-S/Judy Stinson, W-S/Eric Glenn, W-S. Mr. Moore said that they were hoping for a grant to be able to fix up the house where they are currently located. House needs siding, a new air conditioning and hearing system, new windows, etc. but the location is perfect for them. Will follow-up with Judy.


Description:
Spoke with Judy Stinson who said that she has 3 new board members coming on next week and 3 old members going off. She will wait until she gets their addresses and will either 3-mail or fax that information to me. (They completed installing their new air conditioner yesterday).


Description:
no golfers for the golf tournament. - cp


Description:
Lisa called and talked with Cathy Marks.  They do not need any supplies at this time.  Cathy is interested in having a meeting on site and will poll the staff at their next meeting.


Description:
Lisa and I stopped by to deliver the holiday premium to Cathy Marks.  Cathy was in the office for a brief time due to a recent heart attack that her father had suffered.


Description:
Lisa and Frances delivered the holiday premium.  Lisa talked with Cathy Marks and was told that they do not need any supplies at this time.


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I talked with Cathy Marks and discussed with her the probability of emailiing promotional materials periodically to the sponsor company representatives.  She stated that this should be fine.


Description:
LEFT MESSAGE FOR CATHY NO SUPPLIES ARE NEEDED AT THIS TIME.


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Lisa Southard and I stopped in to deliver the holiday premium.  We were able to talk with Jessica.  She was very enthusiastic about more of her staff joining the credit union once they had more time to review the information.


Description:
Lisa and Frances delivered the holiday premium.  Lisa was introduced to Jessica Baker and extended an offer of her assistance at any time.


Description:
I talked with Jessical Baker to schedule an re-enrollment for the employees.  The session is scheduled for Thursday, June 21 at 2:15 p.m after their employee staff meeting.


Description:
I conducted an information session for the employees.  I saw seven employees.  Five are currently members.  The other two completed new membership applications.  I also received one family member application and referred two employees for IRA accounts and one employee for Safe Passage.


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FRANCES WENT OUT ON JUNE 11 FOR SIGN-UPS. DID NOT CALL SINCE SHE MADE CONYTACT IN JUNE. L;ISA


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Left a message for a Jessica Baker about Allegacy benefits and an enrollment,


Description:
08/10/00 I met with Jason King, a store manager.  He was not aware of what credit unions are. He seemed very interested in the opportunity as did Brian Hicks on a follow up phone call.  Brian is going to a corporate meeting in Kansas City next week.  So far, upper management is showing interest.  Brain said that he will advise me by the end of next week regarding pursuing this.  He was interested in including the Wal-Mart store employees in this metro area.  His interest, I feel, is an important influencing factor.-KM


Description:
8/11/00 I made an additional visit to Sam's Club to give Brian Hicks one of our  RCFCU Compact Discs and some additional packets to take to the meeting in KC.-KM


Description:
8/18/00 I called Brian Hicks to find out the status.  He is waiting on someone to get back in the office who is a decision maker on the issue.  He plans to call on 8/23 with the decision.-KM


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10/3/00 I went by the Sam's store and Brian and Jason were away at a meeting.  They suggested that I call on Thursday.-KM


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10/5/00 I asked that Brian call me back.  He was in a meeting.  Jason King, the assistant manager, said that he did not know whether they had heard back from corporate.-KM


Description:
I phoned Brian.  Paul, the decision maker, has indicated that it is pretty much a "go".  We are waiting for the final say so.-KM


Description:
I have been calling Brian Hicks several times during the past several weeks.  I was finally able to speak with him today.  I advised that the letter of request to join would need to specify the store's locations and the proximities to our closest service facility (our branch or service center).  Brian said that he has been communicating with Paul Stone of the corporation and that he will follow up with him.-KM


Description:
I talked with Brian Hicks today.  He said that he has sent the letter to Paul Stone to sign. Brian expects that Paul will sign it by early next week and it should be able to be faxed to us. I asked that he mail the original letter too.-KM


Description:
I placed another call to Brian Hicks to request the letter that he had said was forthcoming. It has now been over 10 days since he said that we should have received it.-KM


Description:
Brian Hicks said that there is a new VP for this region.  He prefers that we conference call him next week.-KM


Description:
I talked with Brian Hicks. I asked that we tentatively set up the conference call for 2/27 at 9:30 am.  The new regional manager is named Kevin James-Brian thinks. He said that the previous manager left the paperwork on the top of the stack.  Brian confirmed that they had been in favor of this.-KM


Description:
I have called Brian's office several times within the past 3 weeks. He is in a meeting or unable to take the call.  Now he is out of the office until 4/24.-KM


Description:
I am not listing this as a visit, but I did wait in Brian's office for 30 minutes.  He never arrived and I have continued to follow up by phone.-KM


Description:
Brian Hicks is no longer there.  The manager is now Rick Patterson.  He will survey his staff about their level of interest.  He and I discussed the number of employees at Wal-Mart.  Each superstore in Winston-Salem employs about 500 people.  He and I think it best if each manager of each store is contacted.I dropped off one of our sales packets for him and also the employee survey. I will follow up in the latter part of July. Sam's Club currently employs 210 people.-KM


Description:
I talked with Rick Patterson.  He said that he had not had a chance to review the packet.  I plan to call him in two weeks for a follow up.-KM


Description:
8/14/00 I met with Mark Minnis of this firm.  This is a consulting firm that has 50 to 60 employees in Winston-Salem.  Mark and two co-workers are located in the RJR Plaza building, on the fifth floor.  They work with DataMasters and knew that they are one of our sponsor groups.  Compustaff's Mark Minnis contacted Carol Knouse.  Mark can be reached at 741-0119.  He was to have met with Mike Adams, the company president on Friday, 8/11.  The latter is very interested in joining RCFCU per Mark.  We will need to confirm the SEG rep, etc. later.-KM


Description:
RE: Lisa Hawks, Floor Coordinator. Mrs. #80815630. Lisa sent a check in the $60.00 range drawn on Wachovia (handwritten by a dentist office) in the courier run to be cashed. Her balance is $6.00..no checking account. The check was returned to her with a message to cash at Wachovia. She called Frances and was terribly upset. She said she had been told in the Floor Coordinator meetings that with a $5.00 balance she could have all the services available.I explained that we could never always guarantee that we could cash a specific check. I told her that our employee was following our procedures. She said that she had been cashing checks every week and did not understand why this one was different. Her husband is a realtor in Mt. Airy and he needs their checking account to be at a bank there. I suggested he open his own checking account for the business. She said she may just close her membership since we did not do what we promiised. I apologized for the misunderstanding and asked her to reconsider.


Description:
Carol and Cheryl Swaim met with 6 senior managers at Presby. To gather information relative to enrollments. The attendees completed information request and suggeted I meet with department heads in June. I had already been invited to those meetiings. Also obtained permission to write an article for their internal newsletter and obtained a new telephone directory.


Description:
Met with Dolly and Ana Maria regarding enrollments, payroll deduction, etc.  Went to the various locations where enrollments will be held.-KM


Description:
Matthews numbers from today:

0 seen
0 enrolled


Description:
Main hospital numbers from today:

5 seen
1 new membership opened
1 current member payroll deduction changed


Description:
This account was referred by Vernon Foster. I have spoken with Mr. Gupton only 1 time but I have left him numerous messages. I sent a package of infor. On Jan. 31 but Mr. Gupton does not return my calls. This inform. Has been given the V. Foster. Left another messge today.


Description:
Received a call from Tim Gupton. He has not gotten much interest from the owner about affiliation. Some of their employees are already members and they are happy with Allegacy. The company has just switched from B of A to Wachovia for their corporate business. About a month ago, representatives from the Wachovia at Work program talked to employees and had very little response. The owner thinks the same would be true of Allegacy. He also feels that he should be loyal to Wachovia. 
This decision maker had hip replacement surgery last week and will not be back at work until about the middle of May. I will put a note in my calendar to call back at that time.
Also, I suggested that they do a survey and I hav emailed the survey to Tim today.


Description:
Left a message for Tim Gupton to call me.


Description:
Left another message with Tim Gupton. He has not been in a habit of returning my calls. If he does not return this call, notify Vernon Foster and mark the account Lost, unless Vernon thinks there is a possibility to move forward.


Description:
Sent email to Tim Gupton to remind him that I had not heard from him regarding the decision on whether or not this company plans to affiliate.


Description:
Received a call from Tim Gupton who said that in various meetings with Wachovia while establishing a Wachovia-At-Work program, Wachovia mentioned how they were competing with credit unions and how unfair it is that we can offer the same services and not pay taxes. His boss does not want to contribute to the controversy and is not comfortable in associating at this time. He said that he did not feel that this was in the best interest of their employees and that several are already members and are happy with it. I encouraged him to call if there was a change.


Description:
Please see file notes relative to this company.


Description:
I went to enroll Dr. Branch's office.I met with seven employees.Two of them are already members and the remaining five signed up with Allegacy. I did a presentation for employees and Dr.Branch met with Karen Morgan (PFM)


Description:
Dr. Branch had not signed his Letter of Understanding. I sent another one and he called to discuss payroll deduction and direct deposit. He is not willing to offer direct deposit since he has such a small staff. I also told him about our new business services and encouraged him to speak with Dave Solomon. He is agreeable and asked that information be provided that he can discuss with Cathy Revis, his office manager.


Description:
Left several messages for Terri to call me relative to scheduling an enrollment event. She called me back today to discuss. Best time is about 7:30 am. They have 8 employees in addition to the 2 owners. Told Terri that I would pick up breakfast from Bojangles. She will check with David and call me back.


Description:
I stopped in to visit Kathy Perryman and to deliver the holiday premium and ten new membership packets.  Kathy stated that currently they are issuing 178 pay checks and probably have 200 employees including parttime staff.  They are going to be adding five new people in the next few weeks and will be adding more throughout the year.  The need for their services is on the increase.


Description:
I received a call from Shanda Roberts stating that she needs 20 to 25 new membership packets.


Description:
I stopped in to drop off 20 new membership packets that were requested by Shanda Robertson.  I was not able to see Shanda, the packets were left with the receptionist.


Description:
Shanda Robertson called and stated that they need new membership packets.  I returned her call to ask for an approximate number and to also ask if it would be possible for us to schedule an information and re-enrollment session for the staff.


Description:
I stopped in to drop off 25 new membership packets that were requested by Shanda Robertson.  I was able to talk with Shanda and if it would be possible for me or others from our group to come out and make a presentation to the staff about the benefits and services that are available through AFCU.  She stated that she would need to discuss it with others in the office and that one of them would give me a call regarding their final decision.


Description:
Kathy Perryman emailed me to let me know that she is leaving hospice and moving to Ashville. Kristine (who does payroll) is also leaving to be a stay at home mom. Our new contact is Shanda Robertson.


Description:
Received new contact information. Emailed Shanda to see if we can take her to lunch to introduce her to Anya and myself.


Description:
Shanda emailed me back and said that she would like to meet us but wanted us to wait until Febrary or March. She said that they will be hiring a new director.
Christine is leaving in march and Kathy in February. Marked calendar to follow up.


Description:
spoke with Jane Crouse, she is volunteer coordinator for Hospice. She was wanting AFCu to sponsor their Cancer Hope Run in April. I referred her to John Williams and Sheila.


Description:
I tolk to Shanda Robertson about visit and lunch with Busines Developement dept. In March 2003


Description:
Visit Shanda Robertson and Lashawnda France(Human Resources).I delivered the 35 new membership packets that  were requested by Shanda Robertson.I also talked with Lashawnda who had questions about Auto buying service.We will meet for lunch in March and plan to schedule an enrollment.


Description:
Left a message for Lashawnda France about an enrollment.(04-01-2003)and (04-10-2003)


Description:
Left a message to Shanda Robertson about lunch(05-19-2003)


Description:
Jenny from hapc called and with the new rep they have many questions on procedure and materials.  I have set up appointment to visit with them for 3:00 today. - cp


Description:
met with the new representative and explained how to send information  and how we would send information.  I also met with a new member and got him signed up.  We have set a date for june 29th for an on site sign up visit.


Description:
6/28/00 I delivered posters for the sign-ups to be held 6/29.-KM


Description:
attended signups onsite.  Saw 12 people, 1 application.  Majority were already members. - cp


Description:
I attended an on-site employee signup.  I saw seven people and we obtained five new members.  Carrie Lesh mentioned that the staff there work very unusual shifts.  She stated that she may have us back in the fall.


Description:
06/29/00 Cathy Powell & I held a sign-up session. 12 people were seen, the sign-up was in the break room and many people were changing shifts and retrieving their food containers.  Many said that they were already members. We took one new application and one payroll change form.-KM


Description:
Amanda Hoppers and I stopped in to drop off the holiday premium.  I was able to introduce Amanda and Carrie.  We informed Carrie of the new Kernersville Branch.


Description:
I called Carrie to obtain her email address for a  Marketing promotion that will be launched later this week.


Description:
Carrie Lesh called to say that she has just handed out her last new membership packet and would like to have 15 delivered.  I told her that we would have them delivered by Friday, May 25th or Tuesday May 29th.  I asked if they have hired any new employees.  She stated that they have hired several new employees.  I asked if I could conduct an information and enrollment session.  We scheduled an enrollment for Tuesday, June 5th from 11:00 a.m. to 1:00 p.m.   She stated that I should expect to see approxiimately 20 employees.


Description:
I conducted an employee enrollment for new employees from 11:00 to 1:00 in the cafeteria.  I saw eleven employees and eight are members of AFCU.  I took doughnuts and held a drawing for an AFCU umbrella.  Jennifer Parks won the drawing.


Description:
Carrie Lesh and Becky Barnette attended the Annual Sponsor Company Luncheon.  They each completed the sponsor company survey.


Description:
I stopped in to visit Carrie Lesh, the purpose was to deliver payroll stuffers that are to be placed in each employee's pay envelope the week of August 2nd.  I was able to obtain an updated employee listing and Carrie designated the employees who are Senior Management and Management.  She was recently promoted to Vice President of Accounting.


Description:
I used the updated employee listing that I received from Carrie and updated our records.  The company has a total of 62 employees and 32 of them are AFCU members.


Description:
Received a call from Carrie Lesh who requested membership packets for her staff. Mailed 25 packets today.


Description:
I called the office to verify the fax number.

Company:
Legal Aid Society Of Northwest N C, Inc.


Description:
Julia Martin and I stopped in to meet Linda Mecum and to deliver the holiday premium.  Linda is no longer the Business Manager.  The Office and Finance Manager is Jean L. Witherspoon.  We were not able to see Jean, we did leave the premium with the receptionist.


Description:
I talked with Jean today about having lunch so that I can introduce her to our products and services.  I also mentioned that I would like to offer this benefit, membership with AFCU to their volunteers.  She advised that I call her at the end of next week.-KM


Description:
Jean is new in this position and is not familiar with AFCU.  I took her to lunch to introduce her to our products and services and to promote our special programs and Safe Passage. She is to furnish a list of attorney volunteers so that we may send a mailing to these people.

Jean did say that there will be 8 people on staff employed through the local office of Legal Aide, eight others are now on the payroll of the State of NC.KM


Description:
I left a voice mail for Jean Witherspoon to call me re: providing the list of volunteer attorneys.  I want to see if her board would like a presentation from AFCU.-KM


Description:
I talked with Jean today and she had been out sick.  She will furnish a listing of volunteer attorneys.  I will e-mail a sample letter for her review before I mail anything to the attorneys.  She said that Legal Aid is still undergoing restructuring and things are not settled yet.-KM


Description:
Frances Campbell and I handled a mailing to 37 volunteer attorneys who are not members of AFCU.-KM


Description:
Jean Witherspoon is interested in opening a certificate on behalf of Legal Aide, (not individually). She will meet with her board late afternoon on Sept. 9th. I plan to call her with the CD rates at that time.  I will check with Anne Morgan about the process on opening this type of account.-KM


Description:
I gave Jean Witherspoon the cd rates.  She will discuss this with her board. She gave me the names of the employees who are members. Only two of the nine names given showed up as members. I verified this on FOCUS. Legal Aid has split into two groups now.  One group is a state sponsored entity and the other is not to the best of my understanding.  Legal Aid of NC and the other group's name is the same.-KM


Description:
Called Jean to clarify their number of employees and the split that occurred, making some employees work for Legal Aid Society of Northwest NC and some work for Legal Aid of NC. Jean went over the list with me and it appears that only 2 members work for Legal Aid Society of Northwest NC and 2 members for Legal Aid of NC. I will update Focus. Mailed a package of 25 new membership packets to Jean who said that she would distribute. Also, I asked Jean to call me in January for an enrollment date when we could be onsite from 10:00 - 12:00 one day to give folks a chance to enroll. Will followup.


Description:
Received a call from Jean who wants to again pursue getting the 2nd Legal Aid group affiliated. I had sent a package to Liza Barron but she did not follow thru with completing the request letter. Jean also wants to join AFCU and get a used car loan. She said that they have added additional staff to both Legal Aid groups.


Description:
Calld to Jean about an enrollment.Jean will join Credit Union this week.She will call me back and let me know about day and time for an enrollment


Description:
Planned and attended the initial enrollment event for their employees with the following results:Saw 8 people(3 current  members)/2 new members,1 loan appl.


Description:
Kathy Alexander and I did drop off doughnuts and our business cards.  We were able to talk with Sandra Brown she informed us that merger proceedings with an unnamed group are proceeding. Faye Calder, the receptionist whose husband works for RJR did call Kim and left a message, we were still not able to meet her.  Sandra will talk with Kim about packet distribution during employee orientation.     Sandra has one daughter who will be graduating from college this year and a son who will graduate next year.  .


Description:
Kathy Alexander did call Kimberly to verify that she received an invitation to the sponsor company luncheon.  She returned the call to Kathy.  She will not be able to attend the luncheon.


Description:
I talked with Elisha Hall at 774-6856 who is the HR assistant to Kim Owens.  Elisha is in need of new membership packets.  She requested 20.


Description:
I delivered 25 membership packets to Elisha, who is Kim Owens administrative assistant.  I also left copies of the DW brochures and invited them to play in the tournament.


Description:
I called Kim Owens and offered her two tickets to the Vantage Championship.  Kim was not available.  A message was left on her voicemail.


Description:
I delivered 25 membership packets to Faye Calder, the receptionist for her to pass on to Alesia Gentry who had called earlier today to request the packets.  Alesia phone number is 774-6856.


Description:
Ron George and I delivered the holiday premium.  We were not able to see Kim Owens, she was at lunch.  We left the premium with the receptionist.


Description:
I received a call from Lucille Banks that enters payroll deductions for Management Directions. She has asked me to fax her a membership application and has faxed it back. I am mailing information to her. She has requested a checking account also.


Description:
Got Lucielle setup with checking , overdraft protection and VISA.


Description:
Kim Owens called to request more membership packets.  She left a message on voicemail.  

05-31-01  I returned Kim's call and left a message on voicemail.  I asked her how many packets she needs as well as an update on their new name.  The receptionist answered the phone using the name Iliant/Management Directions.


Description:
I talked with Kim Owens and asked she stated that they currently have a new owner.  The new name of the company is Iliant/Management Directions.  She stated that they have the same employees and only the name has changed.  I asked her if it would be possible for me to come out and have an information and enrollment session for the employees she stated that it is not needed at this time.  The name change has only been in effect for one week.  She stated that she needs 50 new membership packets.


Description:
I delivered 50 new membership packets for Kim Owens per her request.  I talked with Faye Calder who is the receptionist.  I asked Faye if there were many changes with the new owner coming into place the week of May 21st.  She stated that there were a few changes and that there were some people who had left and would be missed.  For the most part the transition in her eyes appears to be fairly smooth.  She stated that there were some new employees coming on board as others left.  I had previously asked Kim Owens to lunch and to allow us to have access to the employees via, onsite re-enrollments or information sessions and Kim stated that it is not necessary to have either type of event at this time.


Description:
I emailed a request to Kimberly Owens stating my desire to come out and conduct an enrollment and information session for the staff.


Description:
I called Katherine to find out if she had a response from Mr. Denton regarding conducting an on site employee and information session.  She stated to me that as of Friday, February 9th he has not responded.  She stated that she will follow up with him and give me a call back.


Description:
Dropped by to deliver holiday gift and to meet with Katherine Wolf. Katherine has left this company and was replaced by Nicole Griffin. Nicole was not in today. I will call her later to see what we can do for this company. Their employees could surely use a pat on the back. They are always extremely busy with patients and need some pampering. I would love to arrange an event for them and I will call Nicole to see what we can do.


Description:
Took lunch to Nicole Griffin and visited with her to discuss an enrollment and requested and received an employee listing. They currently have 15 doctors and are hiring 4 more. Will provide list of doctors to N. Richardson. Enrollment will be held in their Break Room on the top floor. Wednesdays and Fridays are their slowest days. Will call Nicole to arrange date. This company only allows direct deposit to Allegacy. All others receive a payroll check. Nicole is a long-time member and is very supportive of AFCU. Wants us there an entire day from 8:30 am until 4:00 pm. Take a special gift for these folks who seen to need attention. Also Village Tavern certificate. Co. is building a new building next door to their current location. Very cramped for space now.


Description:
Carol, Karen and I conducted an enrollment session for the staff.  We received 9 mbrship apps, 5 Holiday Clubs, 7 Family mbrships, 3 Standard Checking Accounts, 4 Eagle Plus Checking Accounts.  We saw 86 people and 51 of them are AFCU members.


Description:
I assisted with an enrollment for this group along with Carol Knouse and Frances Campbell. Please see FC's notes for 2/21/02  re: number and types of accounts obtained.-KM


Description:
Nicole Griffin and Alice C. Graham attended the Annual Sponsor Company Luncheon.  Each completed the sponsor company survey.


Description:
Received a telephone call from Tonya Deguira (768-1270) who said that Nicole Griffin was no longer employed by this company. Tonya needed payroll help. I asked Brooke to give her a call to get her through this initial training.


Description:
Delivered 15 packages to Phil Denton who said this supply should last them about 4 months. He said that he loves AFCU but wishes we had more ATMs. I explained the no-surcharge network and the shared service centers. Inquired about his need for mortgage products (he only has 10 yrs. Left and feels that he has a good rate) and about financial planning. Neely Fix is assisting him and he is pleased with service. Discussed new building this company is constructing next door. The to floor will be used by Novant for 1 operating rooms. The bottom floor will be used for pain management. They will have about 8,000 sq ft to lease until they need the space for growth. No connection between the 2 buildings since their usage will be different. Nicole's replacement has not been chosen. The decision has been made to offer direct deposit as soon as the new person is in place. This will be voluntary direct deposit. I told him that we would be happy to assist if they decide to mandate direct deposit. He will keep this in mind. Called Tonya DeGuira and advised her that packages had been delivered and to call me when Nicole's replacement was hired.


Description:
Call from Robin Vogler? Who requested copies of our direct deposit form. She said that they use our form and do not have their own form. I question that but she is just filling in until Katherine Wolf returns to work at her old job. I mailed copies today. Robin said that Katherine would return on Aug. 26. I will wait until she has time to get settled and I will call her for a visit.


Description:
Received a fax from K. Wolfe who was notifying me of two employees who want to begin direct deposit. Emailed K. to request a lunch meeting the week of Oct. 21.


Description:
I received a voice mail from Kathryn Wolfe who requested packets. I called her back today and she needs about 50 packets. I will deliver to her when updated forms are available. 
I also asked Kathryn if we could come on-site to visit with their employees. She said that they were too busy. I told her about our visit in Feb. 2002 where we saw 86 employees. I told her that Robyn Vogler had worked with us. She then relented and said that she would speak to Robyn and call me back with some dates in February.  Will follow-up.


Description:
Delivered 75 packets and introduced Anya to Katherine Wolfe.
Her email is kwolfe@oscmd.com
She stated that she was telling Robin about signup and they need to work on getting year end done and then they will call to schedule.


Description:
DELIVERED PACKETS AND MET KATHERINE WOLFE


Description:
Talked with Katherine Wolfe regarding an enrollment event; now scheduled for Thursday, Feb. 27. 
This company will begin offering automated direct dep. And payroll ded. Processing in about 1 month. They will continue to process payroll inhouse.
Also discussed allowing ADP to provide an estimate of costs associated with payroll processing. Prefer inhouse.


Description:
held enrollment session with Carol at Ortho. This was a very icy day so not all employees were at work. We saw 48 employees. Several were already members. Katherine met us and informed us of direct deposit capability.


Description:
Planned and executed an enrollment event for their employees with the following results: Saw 41; 9 new members/4 checking apps;15 papyroll deduction changes;1 Kids Club/1 Vacation Club;1 Holiday Club;several mortgage referrals, etc. Kathyn provided a listing of employees for our determination of participation levels. 2 employees were awarded $25. Gift cards to Village Tavern.


Description:
Jeannie Tilliey and I dropped in to visit Jean Bailiff who was out of work until March 14.  Her husband had knee surgery.  We left Munchkins and our business cards.  Physical address:  3825 Forrestgate Drive off Westgate Center Drive.  Hanes Mall Blvd, right on Westgate Center Drive, left on Forrestgate Drive.

Company:
Physician Discoveries, L L C  ( Piedmont Stone)


Description:
Jeannie called to make sure that Jean received the invitation to the sponsor company luncheon.  Jean will not be able to attend the luncheon, and she stated to Jeannie that everything was going fine with RCFCU.


Description:
I talked with Jean Bailiff and offered her a pair of complimentary tickets for the Vantage Championship.  She said that she is not a golfer and goes to the beach every weekend.  She stated that everyone in her office is a mom and no one golfs.


Description:
Jean is on vacation and will not be able to attend the luncheon


Description:
I called Jean to verify her email address.  I asked if she is in need of new supplies and she stated that she could use five new membership packets.  She stated that she will be adding some new people over the next few months.


Description:
I delivered ten new membership packets to Jean Bailiff per her request.  She stated that she will be adding two new employees this week.  She also stated that she has been to our new facility and that she is very impressed and thinks that it is a beautiful building.  She stated that she and her husband are in the process of refinancing their mortgage with AFCU.


Description:
Lisa Southard and I visited to talk with Crystal Pearson who has been replaced as Dean by Sandra Hooper, the new Head Master.  It was suggested that we call and schedule an appointment to talk with her.


Description:
left message about the seg luncheon - cp


Description:
I delivered five membership packets and my business card to the school secretary.


Description:
I talked with Sandra Hooper and offered her tickets for the Vantage Championship.  She requested four tickets for Friday's tournament.


Description:
I stopped by to deliver complimentary tickets to the Vantage Championship and to meet the new Headmaster, Sandra Hooper.


Description:
Lisa called and left a detailed message on the school answering machine.  The call was returned by Sandra Hooper, the Head Master.  Sandra stated that she needs five new membership packets.  

Lisa called Frances and asked her to mail/deliver the packets.


Description:
Lisa Southard and I stopped in to deliver the holiday premium.  The school was closed but there was staff in the office.  The premium was left with the receptionist.  The Head Master was not in.


Description:
Lisa and Frances delivered the holiday premium.  Sandra Hooper was out of the office due to snow.  The premium was left with the school secretary.


Description:
LEFT MESSAGE WITH RECP. Rel SUPPLIES AND ANY QUESTIONS THEY MAY HAVE. SANDRA WAS NOT AVAILABLE OR THERE AT THE TIME THAT I CALLED.


Description:
Lunch with Jacque Gattis and Barry Sams. ( Also, Kelvin/Amanda/Belinda). Discussed Charlotte strategy. Refer to agenda in file. Jacque will speak with Lynn Boggs(and perhaps Mary Williams). At a regularly-scheduled meeting within two weeks. Will get back to Carol with their ideas and plans. Want the same servicing level in Charlotte as in W-S. Remote locations seem appreciative of attention. Also related problem with AFCU's Open House (Communications issue involving Will R.) Also interested in offering seminars to their employees. Benefit Fair, Diversity events, Etc. Will check on items on Agenda and get back to me.


Description:
Received an e-mail from Ernestine Shelton at Novant 718-1584, where she requested premiums for their Diabetic Health Fair to be held on May 17 and 18. The request was dated Monday, May 13 at 5:23 pm. I did not receive this message until Monday, May 20. I called to apologize to Ms. Shelton who said she understood and that I could not have known. I asked her to allow us more notice next year so that we could accommodate her request.


Description:
Received request to attend an information session for the Novant cruise. They requested that we talk about security of funds and travelers checks. Saw approximately 65 employees/family members. Provided information and packets of information. I was not allowed the opportunity to sign up new memberships. Very positive feedback from members.


Description:
Met with Barry Sams about up coming enrollment/ benefit session. I reassured him that we would not bring Safe Passage materials and asked for a heirarcy chart for the corporate Novant.


Description:
All day benefit fair was held in the cafeteria of Novant.  Most employees are members due to our presence at the employee orientation sessions.  Novant mandates direct deposit and with our financial center being located in the paramed building-AFCU is a convenient choice for their financial needs. Records of all accounts opened, etc was forwarded to Carol Knouse for  a final tally.-KM


Description:
A  team of volunteers and I met with employees at Medical Park Hospital during their benefits fair/enrollment session. All results were forwarded to Carol Knouse for a grand total at the end of this campaign.-KM


Description:
An AFCU team of volunteers and I participated in the benefit enrollment session held at the central business office for Novant which is currently located in Republic Square off of North Point Blvd.  They had approximately 100 employees at this location. All results were given to Carol Knouse for a final total at the end of the benefits drive.-KM


Description:
A volunteer team of representatives participated in the benefits fair held at Today's Child in Winston-Salem. Results of this event were forwarded to Carol Knouse.-KM


Description:
There were three different teams of AFCU volunteers that visited Thomasville Medical Center, the Breast Clinic and Today's Child in Winston-Salem. All results were forwarded to Carol Knouse.  We had a very favorable turnout at Thomasville.-KM


Description:
A team of volunteers from AFCU participated in a second benefits fair held in the cafeteria at Novant-WS. We also had a second team that met at Novant Finance on North Point Blvd.  All results were forwarded to Carol Knouse.-KM


Description:
We held two visits to The Oaks today and another AFCU team participated in two sessions at Springwood Care-a Novant affliate also located in Winston-Salem.-KM


Description:
Carol Knouse spearheaded a training session for the enrollment sessions with Novant. Belinda Wilson and I coordinated these events with our teams.-KM


Description:
Visited with Dennis when he attended our SEG Luncheon. He is always so supportive of AFCU and agreed that we should come back onsite to visit with his employees. Belinda will schedule.


Description:
Received an email from Larry McGee that Novant has a total of 10,691 Full Time Employees; 6, 036 in W-S and 4,655 in Charlotte. This does not account for their part-time employees.


Description:
Contacted Luann Magnum regarding switching Novant payroll deductions from an excel file to an ach file. She is going to meet with Nanette Mckinney about system constraints and we are scheduled to go to lunch June 12 at 11:30 with Faye Marion and Angie Mahaffey.


Description:
spoke with Monika Stanley. She is the Director of Operations for the Forsyth Medical Group. I told her my goal is to visit each medical practice some time this summer updating employees on credit union benefits. She provided an update listing of medical groups and will "encourage" each of them to contact me to arrange signups. She said I would need to follow up with them after they are told about this.


Description:
Enrollment at Thomasvill (Davidson ENT&Sinus Center) I sow 7 employees (1 current member) with the following results:4 new members,3 payroll ded,4 Safe Passage ref,1 car loan appl, 2 visas appl,--- doctor Frank Burton interesting mortgage ref.


Description:
received email total number of employees per shift. Nitification from Novant of office building being torn down in 8 months.


Description:
I received the sponsor company survey.  I updated information as stated on the survey.


Description:
Dennis called to say that he is planning to attend the sponsor company luncheon.


Description:
COURTYARD COOKOUT TO CELEBRATE 4TH OF JULY.  WELL ATTENDED BY RESIDENTS, STAFF AND THEIR FAMILYIES.  WILL NEED TO BRING MAX AND MO AND PLAN ON BEING THERE FROM 11:00 UNTIL 3:00. COOK OUT IS ON JUNE 30TH. -CP


Description:
Belinda held a signup meeting for employees.  She received nine new membership applications.


Description:
Jeannie called Dennis Libes to make sure that he received the invitation to the sponsor company luncheon.  Dennis will be attending and is looking forward to the event.


Description:
Cathy Powell and I attended their annual employee courtyard picnic.  We saw 30 people of which we received six new completed membership applications.  The event was very well attended by employees, residents, and family members of each.  We did have a lot of questions from existing members regarding different services.  Everyone that we talked with seems pleased with the quality of service that we provide.  If we are invited to this event next year we should take Max and Mo.  There were a lot ot children in attendance and there were lots of activities planned for the children, including Wilbur from the Winston Salem Warthogs.


Description:
participated in their annual 4th of july picnic.  Nearly everyone we saw was a member.  Saw aproximately 30 people.  Brought back 5 new applications.  All family members. - cp


Description:
Julie Pardue and I attended the employee picnic.


Description:
I updated SEG Manager with information obtained from the sponsor company survey.  

Dennis Libes states that he is receptive of onsite visits twice per year and a Credit Union Day event.  This group is included in the orientation that is done at Novant.


Description:
Dennis Libes attended the Annual Sponsor Company Luncheon and completed the sponsor company survey on May 22nd.


Description:
Called Dennis Libes to check and see about enrollment. He suggested we attend the Nurse National appreciation Day and hold the enrollment then. We are looking at May 14. Called and left message needing to know specifics (number of employees and exact times etc.)


Description:
Held an enrollment session at Springwood for Nurse's day celebration. We saw 74 employees. Several were already members approximately 50+. Opened 4 memberships, 13 new payroll deductions, 2 new checking accounts, 9 new holiday clubs, 3 kid's club accounts and took 1 loan application. Gave key chains and badge holders.


Description:
Talked with Dennis about up coming enrollment. I also introduced him to Ron George, manager for Patterson location so he would be able to communicate any problems his staff encounters. Ron gave him business card for contacts.


Description:
Held enrollment early morning. Signed up 12 new members, opened 1 checking and 12 holiday clubs.


Description:
Amanda Hoppers and I dropped by to visit Joan.  At the sponsor company luncheon she stated that she would like information on payroll.  We were invited to attend their spring employee picnic.  They do not want us to solicit but would agree to us being at the event.

The supplies that Joan had were outdated (February 1999).  I told her that I would get her the most current information by the end of the week.


Description:
I stopped by to drop off updated membership packets for Joan.  She and Bill invited Amanda Hoppers and me to join them for their company picnic which is scheduled to be held on June 8th.


Description:
Received request letter,,,,mailed to NCUA on 3-20-00


Description:
Ron George and I went by to deliver the holiday premium.  Vicky Swicegood was out of the office until 12/27 or 12/28.  We left the premium with the receptionist.


Description:
called and found out they have a new office manager, Linda Beeson. She was not aware that the credit union is available for the staff. I set up a meeting for Tuesday @ 10:00 to meet her and go over the credit union options. She wants to tell her staff about it.


Description:
Met with new office manager. She came in June 2002 and had no idea of credit union membership. There are 5 staff members and two doctors. She asked that we drop off packets and she will check with the employees to see if they want a signup.


Description:
Belinda and I met new office manager.She asked that we drop off packets for new members


Description:
called Debbie and told her that we only have 1 member of her staff of 8. She is going to talk with the employees and see if they are interested in a lunch and learn session. She said she would call me back if they are interested in scheduling.


Description:
3/8/00 Carol Knouse brought in newsletter from this company.  I called the office on 3/6. They are the water utility for Davidson County and part of Randolph County.  Chris is a family member.  Both his Dad and his wife worked for RJR.  He requested a packet be mailed to him.  This was done and I will follow up in 2 weeks. -KM.
3/20/00 Mr. Michael asked that I fax him some type of comparative rate information. I sent the comp sheet b/w Wachovia, BB&T and us.  His board meets 3/27 and I will check with him afterward.-KM
5/26/00 I left a message for Mr. Michael to call me.


Description:
6/26/00 I have been following up with Chris Michael.  He wanted something to show the board that is very brief and concise.  I faxed an information sheet to him.  I will check back with him later.-KM


Description:
6/29/00 I followed up with Chris Michael today and learned that he will be away until 7/10.  I will follow up then.-KM


Description:
8/4/00 The last time I spoke with Mr. Michael he said that the office staff is interested.  He will check with those employees who work outside of the office. I followed up with him today and requested a return call.-KM


Description:
8/22/00 I left a voice mail for Chris Micheal asking him to let me know if they will be pursuing affiliation with RCFCU.-KM


Description:
went with fc for initial sign up and saw 40 people and apx 17 new members. - cp


Description:
Cathy Powell and I conducted a new employee signup for the staff.  We saw 42 employees and received 15 completed membership applications.  There was a lot of interest in the credit union from the staff.  Chris Michael who is our contact there is a long time credit union supporter.


Description:
Ron George and I delivered the holiday premium to Chris Michael.  We were able to talk with Chris briefly.  Chris commented on our new name and he also had some questions.  I told him that I would get the answers and give him a call back.


Description:
I talked with Chris today to follow up on the questions that he asked last week and to also answer additional questions.


Description:
Chirs Michael called with questions regarding payroll deduction setup and construction loans for a primary residence.  I transferred the call to Brooke Walsworth regarding the payroll issues and gave him the 774-3400 number for further questions regarding the mortgage.


Description:
Met with Chris Michael (son of Libby and Wayne Michael) Verified # of employees. Announced today that company will require direct deposit starting in March, 2002. Wanted information on checking products. Will have some employees who will open checking accounts because of direct deposit.  Chris said that he reminds his employees of this benefit when he has a chance. Delivered holiday premium.


Description:
I spoke with Chris to find out if he planned to attend our SEG luncheon. I advised him that our new location is open & I gave him my e-mail if he needed to request supplies.-KM


Description:
Left a message about new an enrollment for Chris Michael (06-05-2003)


Description:
03/06/00 Spoke with rep named David.  He advised mailing packet to Beverly Falin.  Will follow up 3/21.-KM.
03/15/00 I made a cold call to Bev Falin.  Went over the packet's contents & benefits of our CU's services.  Her husband is a RJR retiree and they are members here.  She has to ask the owner of the club who comes in very infrequenlty.  I will follow up in 2 weeks.-KM.
4/3/00 I spoke with Bev Falin.  She said that there were some things going on at the moment and the outcome is something that would determine if they could join.  Advised me to check back in 2 months.  Contact around 6/3.-KM


Description:
7/5/00 I spoke with Beverly Falin.  She said that the owner has not yet reviewed the package that I had left.  Also, she does not think this is something he would pursue.  Due to the time involved and the lack of interest, I am considering this as a "lost" account.-KM


Description:
3/9/00 Kelly Turner advised me to send a package to Scott Gantt, (the owner?). They employ 200 people per week on average. They use CCB for their payroll.  They do offer payroll deduction. I'm unsure about direct deposit.  The workforce is paid weekly. The average length of employment is 20 months.  Have been in business for 12 years.  I sent a SEG packet out today.  Will follow up in 2 weeks.
3/15 I was in the area and met with Mr. Scott Gantt.  He wanted a survey to give to his employees.  I mailed one to him 3/17 along with 30  rate & fee and loan rate brochures and a thank you letter. Will follow up 3/27.-KM
6/13/00 I followed up with Scott Gantt.  He is to return my call.-KM


Description:
7/31/00 I talked with Scott Gantt re: his decision on the company joining RCFCU. He wants to review his notes on the topic.  He will call me back today.-KM


Description:
8/1/00 At Scott Gantt's request I faxed some information to him.  He will check with his staff.  We discussed payroll deduction and direct deposit.  He asks that we check with him mid August.-KM


Description:
8/22/00 Scott Gantt has polled his staff.  Only 10% so far have indicated interest in joining RCFCU.  He thinks that the ATM machine in Mocksville is a positive and may cause people to think about us more. For now the account is noted as lost.  He will continue to bring affiliation with RCFCU to the attention of his staff.  Should they want to join the CU in the future, he will contact us.-KM


Description:
3/9/00 I called the owner and left a voice mail.  Will follow up in 1 week if no reply. -KM.


Description:
7/31/00 I left a voice mail for Ton Mylet to call me re: the WS office joining our CU.-KM


Description:
8/14/00 I am continuing to call Mr. Mylet to set up an appointment.-KM


Description:
8/15/00 I met with Tom Mylet today.  He is interested in this benefit.  He will check with corporate to confirm payroll deduction and direct deposit.-KM


Description:
9/11/00 Mr. Mylet e-mailed that they are interested in joining RCFCU.-KM


Description:
9/12/00 I left a v. mail for Mr. Mylet to please call me on Thursday.  I need to know how may people he has on staff in order to tell him which format to follow.-KM


Description:
12/14/00 I held a sign-up session with AL from 8:30 am until 10:00 am. I continued to stay there until 2:50 pm. Four of six signed up and I added a new account for an existing member. Ana and I plan to market RCFCU to these employees by mail.-KM


Description:
I called Tom Mylet to introduce myself and to ask him if we could have lunch.  Karen, Tom and I will meet for lunch on Tuesday, February 20.


Description:
Belinda Wilson and I took Tom Mylet to lunch at the The Midtown Café and Dessertery.  The purpose of the lunch was to talk about how we can increase participation among the employees.  There are presently four members of the a potential 250.  Belinda suggested that we create posters that could be displayed in the office for the employees to see when they are in the office.  Tom agreed, he also stated that he is willing to forward a payroll stuffer to headquarters to be included in the paychecks of the Winston Salem area employees.  He also asked for information packets to be distributed to employees during orientation.  The nurse care providers meet on Tuedays and the nurses meet on Wednesdays for orientation.  He was very cordial and supportive of the credit union.  He is a Centura customer, they are in the same building as Centura and he likes the convenience.  I encouraged him to visit our web-site and take a look at the services that we have to offer.  I mentioned to Tom on two occasions a desire to receive a copy of his employee list.  He did not address my request.


Description:
I called Tom Mylet to confirm some information for the payroll stuffer and the posters that we would like to use to inform Bayada employees about the new benefit of credit union membership.  We have also offered to provide him with a letter to all employees either written from Tom or from AFCU.  Tom stated that he was flexible and did not have an issue either way regarding the writing of the letter.   Tom stated that two posters would be sufficient for the office.


Description:
Delivered New Member packets and brochures for Tom to give to employees. Asked Tom to at least open a savings account with us.


Description:
I called Tom Mylet to inform him that the payroll stuffer and posters are ready to be dropped off for distribution to staff.   Tom is out of the office today.  I left a message on voicemail with a request for him to return my call.


Description:
I went by to deliver the posters and the paycheck stuffers that were created by our Marketing Department.


Description:
FC, Carol Knouse and I were involved with enrollments between 1:15 and 5:10. We received 26 new applications.-KM


Description:
Carol Knouse, Frances Campbell and I held an enrollment for this SEG and its affiliate.  We received 17 new memberships; 9 checking accounts; 3 holiday accounts; 2 Blast Off accounts; and 1 Access Teen Account.  We met with 5 current members.

I referred  2 employees to mortgage and 1 to Safe Passage.

Carol and I encouraged Robert Atkinson to furnish an employee listing so that we could research their participation level.  

I also promoted the idea of a quarterly vs. semi-monthly e-mail for his staff; payroll stuffers and an employee handbook reference. I advised him that I would follow up with him on this later.-KM


Description:
I talked with Mr. Parham. He said the company has been reorganized.  He will be busy with an audit and his vacation.  He is a member via his wife's employment at FMC.  He is very interested in adding AFCU to his benefit package.  I will contact him the second week of June.-KM


Description:
I met with Mark Parham about affiliation of Joyce Foods with AFCU.  He prefers to survey his staff first.  I e-mailed him the survey and I will follow up with him re: the results.
Also, he is a member via his wife.  He wanted an ATM card for his daughter to use on her own account.  I mailed him a cash card app.-KM


Description:
I did meet with Mr. Parham regarding affiliation.  He surveyed his staff.  He said the level of interest is not adequate.  He wants us to contact him once our branch is built in Clemmons.-KM


Description:
This company was an exhibitor at a big Chamber meeting which was held in High Point. They handle the disposal of our container waste at our financial centers.  This is a large company. They employ 13,500, serve 80 markets and are in 22 states. The estimate of 30 employees was provided by the receptionist. She doesn't know for certain what the number of employees is.  This company also has an operation in Greensboro.  I have an appt. on 4/20.-KM


Description:
Carol Knouse advised that this company has a credit union.  One of their employees, Marie Love advised that this is indeed the case.  They did not seem to want to pursue an overlap.  I am considering this as a lost account.-KM


Description:
Tabitha in the benefits area took the call for her HR Manager, Patsy Perkins.  She said that they are hq'd at the Industrial Village Rd, Greensboro location.  The HR dept is located at the 100 Landmark Dr location. They are hiring and the HR Manager is too busy right now to discuss this  offer.  Tabitha asked that I send information first and call back in 2 weeks.-KM


Description:
I left a message for Patsy Perkins to call me back re: AFCU.-KM


Description:
I met with Cathy Hagelstein.  She and the staff like the idea of adding AFCU as a benefit.  Cathy will survey her staff, in writing, then present it to the director. She has received some resistance from him before.  Cathy is a member and her sister works at Novant and is a member.-KM


Description:
I talked with Cathy Hagelstein.  She said that 100% of the staff is interested in affiliation.  We discussed the possibility of the Board joining too.  I will follow up with her on that and e-mail a sample letter to her.-KM


Description:
Cathy Hagelstein called to say that Kirt had agreed to affiliating with our credit union. I called back to reiterate the steps, i.e., the letter of request to join AFCU and submission of this to NCUA and then to our Board.-KM


Description:
I left a message with Cathy Hagelstein asking her to forward the letter of request to affiliate with AFCU.-KM


Description:
Cathy Hagelstein wanted to know whether they had been approved.  I advised her that NCUA had approved the affiliation and that it is now subject to our Board's approval. They will meet 7/24/01.  Later in the day, their treasurer called to ask whether they could invest in a money market on behalf of the Eye Bank.  I copied the voice mail to Carol Knouse and to Anne Morgan.-KM


Description:
Karen and I conducted an information and enrollment session for the staff.  We saw 10 employees and received four completed new membership applications.  We also recoded two employees to reflect employment here.


Description:
Received a telephone call from Ted ? Who is the treasurer of this company, saying that his board wants to deposit $25,000 in a certificate with AFCU. I gave him the current rates and suggested he see Kathy Alexander to get started. Left Kathy a message to let her know he would be coming by.


Description:
FC & I held an enrollment session for this organization.-KM


Description:
I called Cathy to see if it would be possible for me to schedule a re-enrollment for the group. I left a message on voicemail stating my request.


Description:
I called to ask Cathy if I would be able to schedule a reenrollment for the staff.  She is going to check with the manager of the Call Center (this group has the largest number of employees).  She will call me back with possible dates for the reenrollment.


Description:
I called Cathy Hagelstein to schedule a reenrollment for the staff.  It is scheduled for Thursday, March 20th at 9:00 a.m.  She stated that there would be approximately 30 employees present at that time.  I told her that I would email posters announcing the upcoming visit.  I also told her that we would provide doughnuts as refreshments.


Description:
I emailed a poster to Cathy for her to distribute to all staff announcing the visit on March 2lst.


Description:
Karen and I conducted an information session for the staff.  We saw a total of eight employees, six of whom are now AFCU members.  One member's account was recoded, we received three completed new membership applications, two EP checking accounts, and one HomeBanking request.  

We took Krispy Kreme doughnuts, popcorn, pens and we held a drawing for a $10 Applebee's gift certificate.  The drawing winner was Jami Arndt.


Description:
FC & I held an enrollment session for this group.  It was their second enrollment.-KM


Description:
Call from Nancy Tullick?, HR Consultant who wants to meet to discuss AFCU benefits offered to their employees. Nancy works for Dedicated and The Eye Bank is one of her accounts. She wants to know everything about AFCU and I plan to meet with her on Thursday at 11:00. Hopefully, this will lead to other companies where she and her company work.


Description:
Visited with Nancy Tullock and Gay Wlson who are employees of Dedicated Prof. Resourses, Inc. working on-site to assist with replacing an H.R. funciton. Their past HR person, Cathy Haglestein has been accused of embezzlement over the past 2 years and has been dismissed. They will eventually find a replacement for Cathy. In the meantime, Gay will be there every day. I asked Gay to call Brooke Dahl in Support Services to go over payroll questions, procedures, etc. Nancy agreed to put AFCU information in their handbook. That has been e-mailed to Nancy. She will speak with their director to see if we can mail information packets to the "on-call" staff who live all over North Carolina. I have mailed a sample package to Nancy. She will also ask the director if we can come back on-site for an enrollment. I inquired about their 401-K, health insurance, etc. but one of their board members has an inside track with these benefits and they are very pleased with their prices. I told them about the services available from David Solomon and Safe Passage but they seem to be fine with what they have right now. Hope to hear from them soon regarding enrollments, etc. I advised Brooke that Gay should be calling her. In addition, I gave Nancy and Gay a package that we give to companies who are considering affiliation. Nancy will speak with her manager about this. She thinks it is a good idea.


Description:
Received a call from Gay Wilson who had questions about beginning direct deposit for one of her employees, Jerry Barker. Mr. Barker just obtained a new car loan from aFCU and is switching his checking account to us from CCB. He is very impressed with our service. He also wants to increase payroll deduciton for his savings account. Gay said that a lot of her employees are unfamiliar with AFCU and she wants an enrollment with a presentation. She suggested one morning from 7:15 am until aboug 9:00 am. She will discuss with her executive director and will call me with dates. She requested about 20 packets which I will deliver unless we can do an enrollment soon. Gay also wants to open her own account. I faxed her a sample payroll deduction form and a form for Mr. Barker to complete and sign. Will follow-up.


Description:
Left a message for Gay. Asked her if the director had approved an enrollment. Will follow up

Gay followed up and said that her director, Curt? Had not yet responded to her email. She will get back to me.


Description:
Called Gay Wilson and arranged an enrollment event for April 10 at 7:30 am. Gay thinks I will only see about 4 or 5 people. They have 14 working in the office. Also take extra packets.


Description:
Had a mini-enrollment session at this company. Saw 5 employees; 2 new members and 3 were already AFCU members 1 SPG referral. Gay also provided a name and address listing for their employees who live out of the local area. I will mail a Remote package to these 18 employees. Gay also gave me a tour of the facility with an explanation of services they provide. 4 transplants were being shipped to Egypt for surgery today. Very interesting business.


Description:
I met with David Taylor.  He will present this to the company's owners.  He is not hopeful. He said that the employees live day to day an often borrow money from the company. He is also averse to direct deposit and doesn't want multiple changes to payroll deduction forms. If this goes through, he will likely impose something on his own that limits payroll deduction changes.  He thinks it is a good benefit but says the owners want it be "their idea". I will follow up in 2 weeks.-KM


Description:
I followed up with David Taylor. He asked that I check with him toward the end of May. He has discussed this with the owners and they have some other pressing issues now.-KM


Description:
Patti and I conducted a sign-up from 9:00-12:00. 
Results:
10 New Membership
8 Payroll Deductions
1 Holiday Club Account
1 Vacation Club Account
1 Secured Visa App
We saw approximately 26 people


Description:
This company invited us to their 2002 benefits fair to be held on Sept. 28. They want Max & Mo to be involved. Will follow-up with Keri.


Description:
Carol, Nebra Halseyl, Sue Darby and I conducted an information and enrollment session for the staff from 7:45 a.m. until 5:00 p.m.  

We took Krispy Kreme doughnuts and held a drawing.


Description:
I talked with Cheryl McKinney to reschedule an event that was previously scheduled for June 18th from 8:30 to 11:30 a.m.  The event was rescheduled for Tuesday, July 16th 8:30 to 11:30 a.m.


Description:
I planned and completed a re-enrollment and information session for the staff.  We received 15 new membership applications, 3 checking account applications and 2 holiday clubs.  

Premiums:  pens, popcorn, thermometers, and Krispy Kreme doughnuts.


Description:
SPOKE TO MR. JOHNSON (NEW HEAD MASTER) RE: DW GOLF TOURNMENT AND AFCU SUPPLIES NEEDED-HE INDICATED HE HAS SOME LEFT IN HIS NEW EMPLOYEE FOLDER HE WILL CALL IF ADDITIONAL SUPPLIES ARE NEEDED.  LISA


Description:
Kathy Alexander called to confirm that Amy Edwards has received the invitation to the sponsor company representative luncheon.  Amy and Neely will be attending the luncheon.


Description:
Had lunch with denise to discuss investments.  She mentioned that she was going to nj next week and would be visiting with honeywell.  She said she had been trying to get in touch with carol.  I told her I thought that karen might be working on it.  I told her I would get with karen andthat she should call her before she leaves for nj.  I talked with karen and she has a brother who works for allied signal which was bought by honewell.  Denise isgoing to nj again in july and there might be an opportunity to talk with honewell then.  First union and another credit union have "cube space" with in honewell.  Ike has mentioned to denise that he would like for us to get the 401k business first then the credit union business. Cp


Description:
I called Neely to inform her of interest expressed at two recent new member signups.  The employees of Technology Concepts and Design are interested in having a visit from Safe Passage.  There were two employees at the Sun Printing signup who expressed an interest in financial planning.


Description:
Ron George and I extended holiday greetings to the staff.  We did not leave a holiday premium.


Description:
Kathy Alexander and I stopped in to visit Rhonda Aker and was told that the new office manager is Vicky Kimel.  She was not available we did drop off doughnuts and our business cards.


Description:
Kathy Alexander called Vicky to confirm that she will be able to attend the sponsor company representative luncheon.  Vicky did RSVP to me that she will be attending the luncheon.


Description:
Ron George and I delivered the holiday premium.  We were able to talk with Katie Simonis.  She stated that everything is going well and that she does not need supplies at this time.


Description:
Called on Katie Simonis who was working in their Kernersville Office today. Met new employee, Laura, who requested a new member packet. Left several for them.  Laura suggested I call Katie for a re-enrollment session. Left profile of company and holiday premium.


Description:
I talked with Kathy Alexander and she stated that the employees at Sides Chiropractic need 8 membership packets.


Description:
I delivered 8 new membership packets to the office.


Description:
Kathy called to verify that Dr. Sides received the invitation to the sponsor company luncheon and to see if they have any other needs.  They did request eight new membership packets.


Description:
Ron George and I stopped by to deliver the holiday premium.  Dr. Sides was away on vacation.  We did talk with Tony (his assistant) and he stated how much he enjoys having the credit union available.


Description:
I received the sponsor company survey and updated the system with the imformation.


Description:
Cindy Cheek called requesting membership packets.


Description:
I delivered 20 membership packets to Cindy Cheek.  I also left a copy of the sponsor company newsletter.  Cindy stated that she did not receive it.


Description:
I received the sponsor company survey and updated the system with the changes.


Description:
Amanda Hoppers and I dropped in to see Cindy and to leave doughnuts.  She was very appreciative of the luncheon and stated that she enjoyed herself.


Description:
Lisa called and spoke with Cindy Cheek.  Cindy stated that they are doing great and that that they are pleased with the service.  She will call if she needs anything.


Description:
Cindy Cheek called to request 15 new membership packets.  She stated that she needed them by Wednesday afternoon for a 1:00 p.m. new employee orientation.


Description:
I delivered 15 new membership packets to Cindy Cheek.  I discussed with Cindy some of the changes that have taken place within AFCU.  I told her that with each packet she should also handout the All-in-One brochure.  I also gave her an update on WebBanking and the new branch location at North Patterson Avenue.


Description:
I DID NOT CALL SINCE FRANCES AND CINDY HAD SPOKEN IN JUNE. LISA


Description:
I updated SEG Manager with the information obtained from the sponsor company survey.  

Cindy Cheeks stated that she is not willing to allow an on-site Credit Union Day and she did not answer the questions regarding regular on-site visits.


Description:
Cindy Cheek called stating that she had received the notice about Costco membership applications being available in our financial centers.  She requested that we mail thirty of the membership applications to her location.  .


Description:
The drawing winner for the third quarter sponsor company survey is Cindy Cheek.  I called Cindy to inform her that she is the winner and l/m on her v/m.  She is out of the office on Fridays.


Description:
I stopped in to see Cindy Cheek and to drop off the holiday premium.  I talked with Cindy she stated that things are fairly stable and that she has not added many new employees.  She does need new information packets when we are back in her area, we should just drop off about ten packets.  She stated that she has also stopped smoking.


Description:
I stopped in to drop off ten new membership packets for Cindy Cheek.


Description:
Cindy Cheek attended the Annual Sponsor Company Luncheon on May 22nd.  Cindy comleted the Sponsor Company Survey.


Description:
I called to talk with Cindy about scheduling an onsite visit during the United Way Campaign.  I was told that Cindy is on vacation and will return on Tuesday, June 25th.


Description:
I interviewed and photographed Cindy Cheek for the third quarter edition of the In Touch Newsletter.  I also talked with Cindy about obtaining an updated employee listing that we can use to cross reference with our database in order to clear up our records so to determine an accurate number of members.  I also asked that we have an opportunity to come out and give a presentation to the staff about AFCU.  She stated that she will provide the employee listing and that she will talk with the Director about having us present on a Teacher Workday so that all employees will be present and hear the presentation.


Description:
I  talked with Cindy Cheek. She said that the next available date is Nov 11th. It is a teacher workday. She does not know how many teachers will attend.  We plan to send a poster via e-mail to Cindy for her to forward to her staff. We will furnish doughnuts and have a small drawing. We will be giving a group presentation. Cindy thinks we will see somewhere between 20 and 40 people. When we send the poster we may ask the staff to e-mail Cindy to let her know whether they will attend.-KM


Description:
Natalie Lemons called to request an information session for the employees that are at The Arches.  I told her that I would be available on Wednesday afternoon, June 27th at 2:30 p.m.   She stated that there are approximately 20 employees at this location.


Description:
Karen Morgan and I conducted an information and enrollment session for the employees.  We saw ten employees and we received six completed new membership applications.  Three employees present are already AFCU members.  We received applications for checking and holiday club accounts also.  

We conducted a drawing and gave away an AFCU golf umbrella.  The winner was Yomi.


Description:
Karen Morgan and I conducted an information and enrollment session for the employees.  We saw ten employees.  We received ten completed membership applications and also requests for checking, and holiday club accounts.  

We held a drawing and gave away an AFCU golf umbrella, the winner was Yomi Henderson.


Description:
FC & I held a sign-up session for this location of Horizons. We signed up 9 of 10 seen.-KM


Description:
Natalie Lemons called and stated that she is currently out of membeship packets and would like to have 30 delivered/mailed to her.  She also mentioned that she is in the process of planning an employee benefits fair for October 31st.  She asked if we would like to attend and I told her that I will definitely plan on being present.  She stated that she will have to call me back with the time.


Description:
I attended the Employee Benefits Fair.  I saw 48 employees and received three completed membership applications and  I saw 21 existing members.  

I gave away a $25.00 WalMart gift card.


Description:
I received a call from Janie Nelson requesting that I return the call.  She stated that they are currently out of new membership packets.  

I called back and talked with Natalie Lemons and she informed me that they do need new membership packets and asked if we could leave send/deliver 50 new packets.


Description:
I prepared a box with 50 new membership packets and asked Alesia Turner to deliver them.  She stated that she would do so.


Description:
Traci Tullos and I conducted an information and enrollment session for the staff.  We saw a total of 17 people.  We received thirteen completed new membership applications, four requests for Eagle Plus Checking, one request for Eagle Checking, one new Holiday Club Account, three Teen Access Accounts, and one Blast Off Club account.  

We had a drawing for a $10.00 gift certificate for the Village Tavern, the drawing winner was Scott Wierman.  We also took Krispy Kreme doughnuts, popcorn and pens.


Description:
I stopped by to deliver 50 new membership packets to Natalie Lemons.  She stated that staffing is now up to 146 for both parttime and fulltime employees.  She also stated that on Monday, April 1 they will have orientation for 6 new fulltime employees and four parttime employees.  She stated that the annual renewal of their health insurance will be July.  She stated that she is considering having a benefits fair in June.  She will let me know so that we can be a part of the event.


Description:
Received a telephone call from Natalie Lemons who invited us to their annual benefits fair to be held on Thursday, Oct. 30 from 1:00 until 4:00 pm. We should see about 70 employees. I told her to email additional information to me and that we were definitely going to be there.


Description:
Attended the annual benefits fair where I saw 40 employees. 16 are already members and I enrolled 1 new member who also applied for a checking account and 1 current member applied for a checking account. IT WOULD BE A GOOD IDEA TO TAKE STICKERS FOR THE CHILDREN NEXT YEAR. ALMOST EVERY EMPLOYEE HAD A CHILD TO CARE FOR DURING THE EVENT.


Description:
I tolk to Natalie Lemons about benefits fair in 2003.She  invited us to their annual benefits fair to be held.She will call to me back in Oct. 2003


Description:
Wendy Blakley, Donna Hennessey, Cheryl Swaim, Troy Templeton and I conducted an employee information session and signup for the employees.  We saw 13 employees and received 3 completed membership applications.  The membership applications were taken back to the Call Center by Wendy to be entered into the system.


Description:
Lisa Southard and I stopped in to deliver the holiday premium.  Diane Miller was out of the office.  We left the premium with one of the front desk staff.  This member also asked if we would make a deposit for her when we return to the office.


Description:
Lisa and Frances delivered the holiday premium.  Diane Miller was out of the office.  The premium was left with Regina Bearden.


Description:
I stopped in to drop off the holiday premium and to visit Dianne Miller.  I was not able to visit Dianne, she was busy with a client.


Description:
Breakfast with Barry Burge, Pat Payne to discuss the upcoming golf tournament and hopes to include his law firm into our f-o-m.
Barry will send letter within next few weeks.

Company:
Canady, Thornton, Burge, Brown & Laws, LLP


Description:
Attended company's Christmas Open house and delivered packets.  Sign up date will be set up after the holidays.   AL/BD


Description:
Lisa Southard and I delivered the holiday premium to Sharon


Description:
Lisa and Frances delivered the holiday premium.  Barry was not available.  The premium was left at the receptionist's desk.  Sharon Carter stated that they have membership packets and will call if they have any questions.


Description:
I called the office to obtain the email address.  I was informed that they do not have email available.


Description:
I signed up one of two employees seen.-KM


Description:
I called to talk with Mike Nifong and left a message on voicemail asking him if he will be attending the luncheon.


Description:
CALLED SPOKE TO CAROL SHE SAID THINGS WERE GOING WELL AND THEY DID NOT NEED SUPPLIES AND THANKED ME FOR CALLING.


Description:
SPOKE TO SHARON SHE HAS 1 NEW EMPLOYEE COMING ON BOARD BUT HAS SEVERAL NEW MBR PACKETS. SHE THANKED ME FOR CALLING AND SAID THERE ARE NO REQUEST AT THIS TIME.


Description:
Received a call from Sharon Carter who is a member. She gave me the name of another company that is interested in affiliating. I asked Sharon for ideas on how we can enroll more of their employees. She said they do not allow direct deposit or payroll deduction because the payroll person (Mike) does not know how to do it. I suggested our"d-file" and she said he does not know Excel. I suggested Brooke come out to visit to explain. Sharon asked me to call her on Monday, Nov. 26 to set a time for an appointment. Will follow-up.


Description:
Called Sharon Carter to let her know that I had follow-ed up with Geispa Fasteners regarding affiliation. (See their file for details).
Also, Asked Sharon to call Brooke Dahl to explain how the "d=file" works. She thanked me for following up and said she would call Brooke to see if they could get payroll deduction/direct deposit function working.


Description:
I met with Mike Nifong.  I promoted the CUABS.  He mentioned the new building and I invited him to attend the sponsor company luncheon and to take a tour of the building.-KM


Description:
Left a message for Mike Nifond(04-10-2003)


Description:
Left amessage for Mike about an enrollment.


Description:
11/17/00 I contacted Mike after having talked with the Raleigh office. He advised that they would not be able to consider the offer to join RCFCU for four to six weeks.  They were formerly DS Atlantic and are now called Stantec do to a recent acquisition.  See the newspaper article in the file.  Also, we need to verify Mike's title. Once our new branch is built on N. Patterson, this office will be one mile from it.-KM


Description:
met with 12 aramark employees at the plaza dock.  10 joined and 2 already members. - cp


Description:
met with the 2nd shift employees at whitaker park. Saw 6 and 5 members. - cp


Description:
Spoke with Cathy Fields who said that her employees were not pleased with Members CU. She asked that I send information regarding affiliation to her and she would share with the decision-maker, Gary Bauer.  Mailed two packages today.

Company:
Pepsi Bottling Ventures, Western Division


Description:
Called Cathy Fields to check on progress. She has turned materials over to the HR Benefits Dept. in Raleigh. She transferred me to
Ron Canture (pronounced like contour). I left him a voicemail message to call me if he had questions or needed more information.


Description:
Left voicemail for Cathy Fields to provide Ron Conture's telephone number.


Description:
Telephone call from Ron Canture, 724-4870. Said he had presented our information to his boss who wants one credit union affiliation for all of their employees. Headquarters and paid from is Raleigh. Three divisions: Western, Eastern, Southern. See file for cities in all three divisions. Mailed him a followup letter today regarding the difficulty of a single credit union serving his entire company and providing a walk-in service facility. Gave him numbers from Pepsi Customer Service group. Asked him to have his boss reconsider. Hope he will let me know soon. Employees generally feel that the Western Division already has better benefits that the rest of the company.


Description:
Called Ron to seek clarification on Members CU listing called Pepsi South-WinstonSalem. Ron said that was probably old information as the company has been Pepsi Bottling Ventures for just the past 18 months. He has been working on salary planning for the past 2 weeks and has not had time to look into affiliation any further.  I told him I would call him back in 3 or 4 weeks to check on progress.


Description:
I received an e-mail from Mr. Long.  I do not know how he obtained my e-mail, but will ask him later to determine the source of this lead.  I e-mailed a message to him and the sample letter of request to join and the factors to consider.  Mr. Long is a member of AFCU and his father was an executive during the LBO with RJR.-KM


Description:
This weeks enrollment sessions numbers:

Matthews - 0 seen

Main - 3 seen, 2 enrolled


Description:
I mailed 235 packets & 250 pens to Cynthia Gant who works with Ana Maria. I airborned the materials to: Presbyterian Health Care HR, 1918 Randolph Rd, Midtown Medical Plaza, 8th Floor, Suite 830, Charlotte, NC 28207. Cynthia's number is 704-384-4832. I gave her my number to call whenever materials are needed.


Description:
ORIENTATION SESSION 9-16-02. THERE WERE APPROX 50 IN ATTENDANCE. SIGNED 4 NEW MEMBERS, TWO CHECKING ACCOUNTS. THERE WAS NO ANNOUNCEMENT REGARDING OUR SERVICES. HAD EMPLOYEES INTERESTED IN AUTO BUYING AND MORTGAGE.


Description:
ATTENDED ORIENTATION 9-30-02 THERE WERE APPROXIMATELY 35 EMPLOYEES IN ATTENDANCE . SIGNED UP 9 NEW MEMBERS, 8 CHECKING ACCOUNTS WITH DIRECT DEPOSIT.


Description:
10-2 HELD ENROLLMENT SESSION FOR CHILD CARE CENTER. SAW APPROX  35 EMPLOYEES. SIGNED UP 5 NEW MEMBERSHIPS BUT EMPLOYEES IN FIRST ROUND WERE NOT ABLE TO SIGN UP THEY HAD TO GO BACK TO WORK. SO WE INSTRUCTED THEM TO MAIL OR COME BY THE FINANCIAL CENTER TO OPEN ACCTS. THE STAFF AT CHARLOTTE IS GOING TO TRY TO TRACK HOW MANY COME IN TO OPEN. OVERALL RESPONSE WAS VERY POSITIVE AND THEY WERE EXCITED ABOUT OUR BENEFITS. SEVERAL EMPLOYEES COMMENTED THAT WE WERE MUCH BETTER THAN CHARLOTTE METRO.


Description:
received corporate chart outlining senior management team. Called to arrange meeting with Ike Keener and Senior management on November 11th.


Description:
visited benefit fair in Charlotte 10-30, 10-31 at Presby Hospital. Signed up 72 new memberships.


Description:
Orientation opened 6 nemberships saw approx 24.


Description:
visited the chicago bakery from 9-4:30 a.m. - cp


Description:
visited the chicago distribution center. - cp


Description:
visited the philadelphia bakery with karen and carol. - cp 10-2:00


Description:
visited the phili bakery from 12-3:30 - cp


Description:
CK, CP & I held a sign-up session at the Richmond Bakery.-KM


Description:
CK, CP & I held a sign-up session at the Richmond/Nabisco bakery.-KM


Description:
Ck, CP, KJ and I held sign-up session at the Niles Nabisco Bakery.-KM


Description:
Visited the Chicago Bakery 12:30 am until 4:30 am with CK, CP, KJ.-KM


Description:
Visited Chicago bakery for a sign-up session held b/w 9:00 am and 3:30 pm.  Attended this with CK, CP, and KJ.-KM


Description:
Sign-up session at the Addison/Nabisco bakery.Attended with CK, CP, & KJ.-KM


Description:
Visited the Philadelphia bakery for a sign-up session.  Attended with CK and CP.-KM


Description:
Visited the Philadelphia/Nabisco bakery for a second sign-up session; attended wit CK &  CP.-KM


Description:
Visited the Philadelphia Bakery for a third sign-up session; attended with CK & CP.-KM


Description:
Received a call from Margaret Campus, HR Manager for Nabisco's Stelladora Plant, in Bronx, NY.  She was inquiring about eligibility for that particular plant.  We spoke with Mat Perkins, Corp. HR, and he confirmed that they are in fact part of Nabisco.  Talked to Carol about it and we will get back in touch with Margaret to schedule signups for the Stelladora Plant in the near future.  Margaret Campus phone number is 718-601-9216.  AL/BD


Description:
visited with frances, carol and karen the atlanta bakery for the union sign ups. - cp


Description:
2nd visit for the atlanta bakery with carol karen and frances. - cp


Description:
3rd visit for the atlanta bakery with carol, frances. And karen - cp


Description:
visited with carol, frances, and karen for union employee sign up.


Description:
visited with carol, frances, and karen for the union employee sign up


Description:
visited from 12 to 4 a.m. with the union employees with carol, frances, and karen.


Description:
I assisted with the sign-up session at the Richmond bakery.-KM


Description:
I assisted with the sign-up session with the Richmond bakery sign-up.-KM


Description:
I assisted with the sign-up session at the Niles Nabisco bakery.-KM


Description:
I assisted with the sign-up session at the Chicago Nabisco bakery (2nd shift).-KM


Description:
I assisted with the sign-up session for the Nabisco Chicago bakery (3rd shift).-KM


Description:
Received a telephone call from Melody Welch who requested an additional 300 Membership brochures to place in bins at the hospital. There are 5 bins and she said that materials placed in the bins are usually gone in a hurry. We may consider another type of membership form to use since these brochures are expensive.
Mailed to her today.


Description:
Business Development and volunteers from other credit union departments held an enrollment session with emphasis on direct deposit.-KM


Description:
Business Development and volunteers from other AFCU departments held an enrollment session with the emphasis on direct deposit.  Direct deposit is being mandated by the hospital.-KM


Description:
Planned and attended an enrollment event in two sites at Baptist Hospital. (Direct Deposit Campaign) with the following results: 16 new memberships/9 Kids Clubs/6 checking/2Holiday/11 new payroll deductions/1 new DBA account/11 new direct deposits.


Description:
Visited with Darlene Blackburn in Payroll to find out what progress had been made relative to direct deposit. Darlene said that there are now less than 100 employees not on direct deposit. I delivered about 12 more to her today.


Description:
Cathy Pace said that Kevin Myatt was leaving Baptist Hospital.


Description:
Planned and attended their Benefits Fair with Volunteer Team and K. Morgan. Saw approx. 3,000 employees from this company and the WFU School of Med. Signed 73 new members, 13 checking/35 Holiday/10 Vacation/9 new direct deposits/3 loan appa./17 payroll ded increases/multiple PfM candidates.


Description:
Mary Pickard, Courtney Chandler and I held an enrollment session at the hospital.  The emphasis was on direct deposit.  We were located in the Spine. We did not encounter many employees who had not already taken care of this concern. There is a lot of construction going on in this area. This is not an ideal location to see as many employees as we typically see in Watlington and the North Tower.-KM


Description:
Carol Knouse and I were present for a direct deposit and enrollment visit for the food service department employees. -KM


Description:
Please refer to Carol Knouse's notes for the event held on this date. The employees were very receptive on the whole and very interested in the possibility of refinancing autos, mortgages, etc.-KM


Description:
Received a call from Wanda Brewer who requested that we provide items for the goody bags they will give to Brenner children who meet Santa when he arrives by helicopter. Between two and three hundred children will participate. Provided popcorn/ lip balm/ and piggy banks. Wanda will pick up.


Description:
Arranged seminars on Jan. 28 and March 25 for Janice Welch to present budgeting seminars for the employees of Baptist Hospital per the request of Anne Andrews at Baptist. Ken also suggested an auto buying seminar which I requested of Anne. Turned over details to Ken.


Description:
Shipped 500 packets to June Wuerthle at her request. These will be used for orientation.


Description:
Received a call from Irene Solai in the Case Management Dept. She was working on putting together packets for all the case managers. They have 30 of them. They are located all over North Carolina with several in Raleigh/Durham area. She wants us to deliver for a meeting on the 27th of March. Put together packets with membership info, remote location capabilities. Goody bag included pen, popcorn, paper clip holder and thermometor.


Description:
Delivered packets to Irene for case management. North Tower, past info desk down long hallway look for signs for case management.


Description:
June Willham requested that we send 10 marketing posters to them rather than the 4 we usually send.


Description:
Visited with Lynne Fatzenbaker and Susie Nelson who represented this company at our annual SEG Luncheon. Lynne mentioned their annual benefits fair on November 12. I have notified department managers about this event and placed this on B.D. Calendars.


Description:
Setup a table outside of new resident orientation. We were located in the Hanes Building e24. There were approximately 80 new residents for the first day of 6-16 and around 90 for second on 6-23. We were not alloted time to talk. However back in the winter we participated in a mailing to the residents by sending out a brochure. So these days we gave each of them a Koozie, pen, city map, badge holder , membership packet and chocolate bar customized Allegacy. We provided this to them went they entered orientation. Anya and I set up a table oustdie the door for their lunch hour. We were not alloted time to talk to them so we grabbed them when they walked by. We opened up 3 new membership accounts with 3 checking and direct deposit. Several others expressed interest in our products such as Safe Passage and Mortgage. Most had established accounts with insight from parents and where they have student loans. On average they must have 8 years college prior to entering resident stage. They are a resident for 3 years specializing in different areas of interest. Barriers include long term relationships thru student lending.


Description:
Read in the WS Journal that KERRY A GARRIGAN has been hired as the new vice president for human resources. She was a chief administrative officer and senior vice president of human resources at Catholic Health System in Buffalo, NY. She replaces Kevin Myatt who moved to Vanberbilt University in Nashville, TN.


Description:
delivered 200 new membership packets to be used for orientation.


Description:
Spoke with Darius Taylor regarding affiliation. Mailed him a pckage. Company has a credit union in Florida but Winston Salem employees do not use. Also mailed a survey that he plans to use in determining if they should move forward with this.


Description:
Left message for Mr. Taylor to call. He has a history of not returning telephone calls. If he does not return this call, I will consider account Lost.


Description:
Spoke with Lisa Thomas who previously worked at Goodwill Industries. She is Accting Mgr. At this firm. Thinks it would be a great benefit for all their employees. I delivered a package of information to her attention.


Description:
Call from Lisa Thomas. She has given package to their president who also thinks it would be a good benefit. She called to confirm that there is no costs associated with affiliation. Once this group is approved, our contact person will be Kim Miller who does payroll and hr functions.


Description:
Karen and I conducted an enrollment and information session for the staff.  We saw 17 employees and received three completed new membership applications.  We also learned that there were three employees who are already members of AFCU.  We took doughnuts and held a drawing for a $50 Lowes Hardware gift certificate.  The drawing winner was


Description:
I called Lisa to schedule a re-enrollment for the employeer.  I left a message on voicemail with my name, number and request that she return the call.


Description:
I was finally able to reach Lisa and she and I agreed on a reenrollment on Wednesday, March 27th at 8:30 a.m.  I told her that I would bring doughnuts.  She informed that their staff has been reduced to 17 people.  She stated that early mornings are best to see most of the staff.


Description:
I conducted an information session for the employees.  I saw seven employees, six are now AFCU members.  I received one new membership application from Kimberly Miller and two mortgage referrals from Eric Potts and Josh Wisenbaker.

I took two dozen Krispy Kreme doughnuts and I also held a drawing for a $10.00 Lucky 32 gift certificate.  Eric Potts was the drawing winner.


Description:
Karen and I conducted an information session at 8:30 a.m.  There were eleven employees signed up for the session and four attended.   


































elve for four employees


Description:
Karen and I conducted an information session at 9:00 a.m.  There were nine employees signed up for the session and there were seven attendees.


Description:
Karen and I conducted an information session at 9:30 a.m. for the employees.  There were ten employees who signed up for the session and there were seven attendees.


Description:
Karen and I conducted an information session for the employees at 10:00 a.m..  There were eleven employees signed up for the session and there were 12 employees who attended the session.

We began enrolling members and received 8 new membership applications that were taken to FSC to be entered into the system.


Description:
Karen and returned at 1:15 remained until 5:10 we received a total of 26 new membership applications, 5 requests for Premium Checking, 3 Holiday Club Accounts, and 3 Family Member Applications.

The applications were taken to the Federal Building Financial Center for processing on Friday, June 8th.


Description:
Frances Campbell and I held a presentation at 8:30 for 4 employees at MedCost.-KM


Description:
FC & I held a presentation at 9:00 am .  Seven  employees signed up.-KM


Description:
FC & I held a presentation at 9:30 am. Seven employees attended.-KM


Description:
FC & I held a presentation at 10:00 am for 12 employees.  Afterwards, we signed up 8 employees. The apps were taken to FSC.-KM


Description:
I called Joe Hennigan to see if I could schedule a visiti to come out and talk with him about credit union membership for his staff.  I left a message on voice mail.

Joe returned my call with a message on voice mail.  

I returned Joe's call and asked him to call me back on 2-13-01.


Description:
Carol, Karen, Traci and I conducted an information session for the staff.  We saw 36 people and received 20 completed new membership applications.


Description:
CK, FC, and Traci Tullos and I went to this SEG for the initial enrollment. 20 new apps were obtained.-KM


Description:
I stopped by to deliver 25 new membership packets to Kathy Norman.  I was told that Kathy had already left for the day.  I left the information packets at the front desk with the receptionist.


Description:
Assisted with enrollment where we saw 36 of their 67 employees for the following results: 20 new memberships/7 Holiday Accounts/7 Checking accounts/and 1 SP referral. Requested and received permission to revisit this group later in the year. Also requested an employee listing from Cathy Norman.


Description:
Napoleon Richardson and I met with Kathy Norman to discuss PfM. We gave her a koozie premium, talked with her regarding the level of participation from Piedmont Hematology and our current rates.  We offered for her to contact Carol Knouse regarding an enrollment.  I updated one employee's member code status to a former SEG. - KM


Description:
Mailed package. Call in two weeks.  Has about 12 agency employees, The rest are telemarketers.


Description:
Received a call from Penny Holden who was calling was Mr. Richard.  Company not interested at this time.  Will keep package and consider later.


Description:
3/14/00 Made cold call and met with Marissa Scarlett.  She seems very interested.  Left a packet with her.  Will follow up in two weeks.-KM.
4/3/00 Marissa not in today.  I left a message for her to return my call.-KM
4/12/00 Marissa left a voice mail. "They" are very interested in possilbly joining our CU. Please send another package.  Did so.-KM.
4/18/00 I called the Hanes Mall location and was advised that Marissa Scarlett was no longer employed there. I was referred to the Greensboro office and left a message for Lee Thomas.  If no reply, will call next week.-KM
5/11/00 I called the Greensboro office and spoke with Lee Thomas.  She said that Mark McDaniel would be making the decision about having their firm to join RCFCU.  Lee said that most of the employees are in Greensboro.  She also said that Choice CU is located right across from their office and they have wanted the company to join their CU.  Mr. McDaniel is a former state legislator. Another package is being sent as they do not have the one that the WS office manager had.  I will follow up in a few weeks.-KM

Company:
Central Carolina Surgical Eye Associates, Inc


Description:
7/10/00 I talked with Diane Atta today.  She is the person who reviews information and then takes it to management for approval.  She does not recall seeing a package addressed to the firm.  She asked if would send another package.  I will do so and check back in 2 weeks. KM


Description:
3/16/00 Mailed packet to them-at their request.  Will follow up in 2 weeks.-KM
4/3/00 I talked with Ellen Bumgarner and she said that Kathy Weisner had looked at the packge and wants to put this on hold.  They work with several large banks and are concerned about any conflict of interest.  I reiterated the benefits of membership for the employees and advised that I will check back in a month.-KM.
5/19/00 I talked with Ellen Bumgardner; Kathy Weisner is on vacation.  Best to call back at the end of June.  Kathy is reluctant to refer this to the partners.  They have this "on hold" as they are concerned about the relationship they have with the area banks.-KM


Description:
7/5/00 John Williams knows one of this firm's partners.  I have advised him of the lack of progress I have made and asked that he talk with his contact and advise me of what he learns.-KM


Description:
I talked with Ellen Bumgarner.  She said that many of the attorneys have bank clients and she does not see that they would affiliate with us.  I did ask that she keep us in mind should things change.  She said that she is keeping our information on file.-KM


Description:
Ray Crouse wasgiven a copy of the profile & history.  He will try to set an appt with a friend who works there.  We may take this person to lunch.-KM


Description:
3/16/00 Mailed SEG packet to Mr. Alford at his request.  Follow up in 2 weeks. He is very interested in having the co. join our CU.-KM
P.S. will need to confirm the case of the company's name-in the phone book the word Womancare is in caps.
3/24/00 I received a call from Larry Alford.  He faxed a letter of request to join RCFCU to me.  Frances reviewed it and advised that it looked acceptable for NCUA purposes.  I advised him to send it in. KM


Description:
6/28/00 Larry Alford needs the sign-ups to be held during two days, July 24th and July 25th between 11:30 and 1:30.  He really would like for us to bring the cookbooks as premiums. We will also furnish a cookie tray. Karen & Frances will handle the 24th and  Karen & Ana will handle the 25th.-KM


Description:
Karen and I conducted a new employee presentation to the staff.  We saw 20 employees and 18 returned their membership applications.  FDC


Description:
I received the sponsor company survey and updated the system accordingly.


Description:
07/24/00 Frances Campbell and I handled the sign-up session.-KM


Description:
07/25/00 Ana Larson and I handled a second sign-up session for this practice.-KM


Description:
did sign ups and saw 10 people and signed up 2 employees and 1 family member.  Of the other 8, 6 were already members.  2 took information and had to get back to work.  Tlaked with Larry alford and he is Very Excited about the credit union and even convinced Dr. Cook to Join.  He also suggested that we come back in several months as he is hiring more people. - cp


Description:
Ron George and I stopped in to deliver the holiday premium.  Larry Alford is out of the office until December 27th.  The premium was left at the front desk.


Description:
I talked with Larry Alford to schedule a reenrollment for June 20th from 11:30 to 1:30.  I told him that I would provide dessert.  I should expect to see approximately 30 people.


Description:
I updated SEG Manager with the information obtained from the sponsor company survey.

Larry Alford stated that he is in favor of an annual Credit Unioin Day event and that he is receptive to have a representative on-site twice a year.


Description:
Called on Larry Alford who became involved in a situation with Dr. Cook and their nurse supervisor. Spoke at length with receptions and with Gaye D. Ruark, former Wachovia co-worker. They would like to have an enrollment session one day from 11:30 until 1:30 in their breakroom. Will call Larry to confirm and set date.


Description:
Called Larry Alford. Left msg to call me to discuss re-enrollment.


Description:
Planned and executed an enrollment at this practice. Saw24


Description:
Larry Alford attended the Annual Sponsor Company Luncheon and completed the sponsor company survey.


Description:
Left a message for Larry Alford about an enrollment(04-10-2003)


Description:
Enrollment at W-S Womancare.I sow 18 employees(7 -current members) with the following results:5 new members,2 checking accounts,2 Holiday Clubs,3 cars ref,2 direct deposits,2 payroll ded,3 mortgage ref.


Description:
Visited with Larry when he attended our SEG Luncheon. He requested that we schedule an enrollment event at his company since he has recently had a number of new hires. Larry also suggested we have an abbreviated telephone listing so that he can reach indificuals without going through Member Service.


Description:
3/16/00 Vicki is a member here and she thinks several on staff are members already.  I will send her a package and she will see if the rest want to join.  Follow up in 2 weeks.-KM.
4/3/00 Vicki not in today-left message for her to call me back.-KM.
5/11/00 I spoke with Vicki at the Lexington office, 336-249-2800.  She will try to let me know something within the next 2 weeks.  Things are very hectic. -KM
5/26/00 I left word for Vicki to call me.-KM


Description:
7/31/00 Vicki Wiiliams said that they are not interested right now.  I stressed that if they change their minds to contact me. I am marking this as "lost".-KM


Description:
3/16/00 Per call on Tuesday-mailed pkg to them.  Will follow up in 2 weeks.-KM.
4/3/00 Mr. Haider is no longer there.  I have an appt for Friday 4/7 to meet with the new office manager-will take packet.-KM
4/11/00 I met with Jeremy Holland and left a package with him.  Will follow up in a week.-KM
5/22/00 I called Temas and Jeremy Holland is no longer with the firm.  I was referred to Janet Temas.  She said that Jeremy did leave the packet and that she will review it.  She asked that I call her back in a couple of weeks. She did say that it would be convenient to their location.-KM


Description:
7/10/00 Janet Temas has reviewed the package and is polling her staff about joining RCFCU.  She will advise me of their decision.-KM


Description:
8/16/00 I left a voice mail for Janet Temas to please advise me of their decision.-KM


Description:
Deborah McMurray called to RSVP for the breakfast scheduled for 8-16-00.  During our conversation she asked how many people had responded and I explained that the numbers were low and that I was not able to reach Diane Marshall because she was on vacation.  Deborah offered to send out a reminder to the other floor coordinators.


Description:
I talked with Diane Marshall about the low response and it was decided that the time for the breakfast would be changed from 7:30 a.m. to 8:30 a.m.


Description:
Diane called back to RSVP for the breakfast.  She mentioned that the group in Charlotte would like to have a similar meeting.  

I called Charlie Allison at the Charlotte office to schedule a time to do a presentation for the office there.  We have agreed on Tuesday, September 19th.  There will be two sessions one at 10:00 a.m. and 2:00 p.m.  The sessions should be 45 minutes each and will also allow time for employees to signup.  I will ask either Cathy or Karen to attend with me.  There are 120 employees in the Charlotte office.


Description:
Carol, Darryl, Ray, and I hosted a breakfast for the floor coordinators and members of the HR staff.  We provided the food in Conference Room 15A in the Womble suite.  Darryl imparted information on branching and Ray discussed our On Line Access.  Carol talked about the purpose of the event and future plans for the breakfasts.


Description:
I talked with Christina Sawtelle who was interested in obtaining information about RCFCU for a new group that will be spun off from Womble Carlyle called Firm Logic.  I will call Pat Valentine or Pat Kight to verify this information.


Description:
I mailed posters to Charlie Allison at the Charlotte office


Description:
I returned a call to Diane Marshall regarding Womble's desire to implement a courier service for their employees to the credit union.  I have called Anne Morgan to determine the feasibility of this action.


Description:
I called Diane Marshall to let her know that I am still working on getting her an answer about the courier service.  I left a message on voice mail.


Description:
Mike Knight and I had a conference call with Diane Marshall regarding courier service to our branch for Womble employees.  The courier service will be implemented on Tuesday, October 3rd to the Plaza Branch.


Description:
I prepared for Cathy Powell 20 new membership packets to be delivered to Charlie Allison or Debbie Pulliam at the Charlotte office.


Description:
dropped off packets for charlie allison. - cp


Description:
Diane Marshall called to relay an incident that occurred during the first courier run to the Plaza.  A Womble employee Lisa Hawkes sent a check, via the courier, for cash.  The teller told the courier that she could not cash the check because Lisa was not present.  The teller proceeded to call Lisa at work.  Lisa insructed the teller that it was okay to cash the check.  The teller then would only cash the check if the courier, Ronnie Calloway would sign the check.  The courier signed the check and completed the transactions.  The company does not want the courier to incur any type of liability by signing checks that are to be cashed.  I explained to Diane that the issue would be looked into.


Description:
I delivered 100 packets to the attention of Heather Barber.  Heather had called on 10-3-00 stating that she needs more membership packets.  When I returned her call she stated that a Friday delivery would be fine.


Description:
I talked with Mike Knight and explained what took place on Thursday in the Plaza Branch.   I was told that it would be addressed with Julia and that if a teller is being asked to cash a very large check the teller should contact Randi Hester, Julia Martin, Mike Knight or Darryl Worrell.  Mike stated that he would also bring Randi up to date on the situation.


Description:
I talked with Diane Marshall about the check cashing problem at the Plaza Branch and she offered to provide the courier with a locked bag for the transactions.  One key would be kept here for the tellers to open and close the bag.


Description:
I called Diane Marshall to get Yvonne Pierberg's local phone number, to schedule the Floor Coordinator's Breakfast and to get information on Womble's Atlanta offices.  I left a message.


Description:
I talked with Diane and she provided me with the information that I need.  The breakfast is scheduled for Monday November 13th from 9:00 a.m. to 10:00 a.m.  Diane suggested that Yvonne Pierberg with Ikon be included in the breakfast.


Description:
I delivered ten posters for the floor coordinators breakfast to Becky Cleveland to pass on to Diane Marshall.


Description:
Carol Knouse, William Blankley and I attended the Floor Coordinators' Breakfast.  There were 17 Womble employees from the different offices around the city.  The group appeared very receptive to the information regarding Safe Passage and other seminars that are available from the credit union.  There was a request for more frequent courier service to our branches.  They were told about a membership contest that will be finalized at our next breakfast which is scheduled for Wednesday, February 15th.


Description:
visited the atlanta womble location with frances, carol and karen. - cp


Description:
Darryl received a call from Cynthia Jaramillo asking if it would be OK to have their courier come everyday.  I talked to Julia about it and she was OK with them coming to the Plaza branch.  The courier service is paid by Womble.  I call Ms. Jaramillo back and told her that we would be glad to assist them everyday.  AL


Description:
I delivered five holiday premiums to employees at Womble Carlyle.  The premiums were left at the receptionist desk for:  Chris Holmes, Cynthia Jaramillo, Heather Barber, Pat Kight and Pat Valentine.


Description:
Cathy, Carol, Karen and I visited the Atlanta office.


Description:
I talked wilth Heather Barber and informed her of the fact that I have her packets ready for delivery.  I also asked to talk with her about motivating factors for increasing membership at Womble.  She will talk with Pat Kight to schedule a time for the three of us to meet and discuss the contest that we are planning to be unveiled at the breakfast on Februray 14th.


Description:
I delivered the requested membership packets to Heather Barber.  I had requested time to talk with Heather and Pat Kight about the upcoming membership promotion that will be kicked off at the next breakfast, scheduled for Wednesday, February 14th.  Heather and I talked about the contest.  Pat was not able to meet due to having an employee in her office.  I explained to Heather that our goal is to increase membership and that we would like to provide an incentive to employees who encourage a coworker to become a member.  I told her that we were considering giving a financial reward to the new member and the referring member.  I also explained that we were considering a contest where all names would be entered and a drewing would be held to choose the winner.  The more people you refer the more entries you would have.  

Heather called me to inform me that she had discussed our intentions with Pat Kight and Keith Tedrow.  Pat stated that they (Womble) do not like the idea of a contest were employees encourage coworkers to enroll.  They have offered space for us to conduct employee sign-ups and information sessions.  They suggested that we do this at all sites several times a year.


Description:
Heather called to inform me that I should talk with Keith Tedrow about how we can increase membership at Womble.  She stated that she had given Pat Kight an update of what we would like to do to encourage membership and that they (Pat and Keith?) do not like the idea of coworkers encouraging one another to join the credit union and receiving a financial reward.   Heather also mentioned that there is a link to the RCFCU web page on the Womble intranet.  The company also has group banking relationships with Wachovia and BB&T.


Description:
I talked with Keith Tedrow and he stated that he is not using our services because he feels that it is not convenient.  He does not leave his office much even to walk across the street to the Federal Building.  He stated that he feels that it is not convenient, especially since you can walk downstairs to BB&T.  He feels that the credit union is a great benefit and that it is a great story that needs to be told.  He too is curious as to how we can capture the attention of the Womble employees.  He stated that he was extremely uncomfortable with the initial proposal.  He felt that the attorneys would not be receptive and would look down on that type of promotion.  He mentioned that we might consider holding quarterly signups at the local sites.


Description:
I called Pat Kight to confirm the location and time for the breakfast scheduled for Wednesday, February 14th.  She stated that she is turning over her duties regarding the floor coordinators to Linda Williams.  She transferred the call and I left a message in Linda's mailbox stating the purpose of the call along with my name and phone number.  The announcements are ready to be delivered pending her return of my call.


Description:
I called Linda Williams to confirm that it would be okay to drop off the posters for the breakfast and for us to meet.  She stated that she would confirm everything for the breakfast and would be in the office.


Description:
I stopped by to drop off the posters announcing the breakfast and to meet Linda.  Linda was called away from the office.  I left the posters with Keith Tedrow.  Keith was unavailable for discussion, he had someone in his office.


Description:
I called to talk with Keith and asked him if we would.


Description:
I talked with Linda Williams about the breakfast scheduled for Wednesday, February 14th.  Linda was RSVPing for several members of the staff.  She stated that Pat Valentine's mother died last week and that Pat Kight is working in the Va office today.  She stated that any questions that I have about the The Jefferson Law Firm merger should be directed to Keith Tedrow.


Description:
Cathy Pace, Ray Crouse and I conducted the quarterly Floor Coordinators' Breakfast.  There were 19 employees present.  The discussion was about the name change and an update of E-Services.


Description:
Spoke with Linda White who suggested that we bring by about 150 packets that they can hand out with paychecks. Then on May 9 when they have a quarterly, Linda will ask us to come by near the end of the meeting to speak for about 15 minutes and stay long enough to enroll those who wish to join.


Description:
I deliver an 200 pakets to Linda White.We are tolkd  about an enrollment on May 9.She will call to me back about time.


Description:
Left a message for Linda White.(04-16-2003)


Description:
Called Diane Carlton.  Agreed to do survey to see if employees were interested.  Will follow-up


Description:
Spoke with Geri Wright, Kay Lord is Director..Karen King is P/T accountant.  Trying to finish 8 houses, starting 6 more.  To build 20 houses this year.  Payroll done by PayChex and they do offer direct deposit. Geri will call early next week to see if they can meet. Offered to take them lunch to their office or to take them to lunch. Will follow


Description:
Received a call from Karen King, Accountant. They are afraid of a conflict of interest since the Northwest Chapter is involved in a project with them.  Received package and will take another look in about one year. Call back this time next year.


Description:
Visited with Karen King and Kay Lord, Director. They both seemed to know quite a bit about AFCU but spent most of their time discussing the providing of financial services to their homeowners. Habitat holds the mortgage for these homowners and mortgage payments are now made monthly at Piedmont Federal. About 8 of these homeowners do not have checking accounts and getting to Piedmont Federal is difficult. Piedmont Federal performs this service free to Habitat. Piedmont collects mortgage payments and mails one check to Habitat month.y. I will check into including these homeowners into our field of membership.


Description:
In response to my request for assistance, I received a voicemail from Joe O. at NCUA who said that he could not find a way to include homeowners in our FOM since they were not a true association. Spoke to Darryl who offered the services of our attorney to see if he could do this for a small fee.  He suggested I have Habitat employees check other Habitat chapters to see if they had such an associational contract in place that we could use as an example. I left messge with Karen King to call me with this information.


Description:
Spoke with Karen King who said she would present to their board of directors a request to have homeowners form an association that would accommodate the needs of NCUA to have a common bond.


Description:
Called Karen King for an update on board action. She said her board approved moving forward with a credit union but that no decision had been made regarding which one. She also said they planned to have a staff meeting within two weeks to find out staff needs relative to a credit union. They have determined that their staff has different needs from their homeowners. She will be in touch with questions, actions, etc.


Description:
Received a letter from Karen King at Habitat. They have chosen to affiliate with WSCECU because of their relationship with Sam Whitehurst. Letter in file.


Description:
Spoke with Linda Thomas who said that their company refused to affiliate with a credit union except where there were previous commitments. She is not sure of reason. Referred me to home office. Called headquarters where no one would give me any direction. Everyone referred me to another telephone number which was just another directory of everything but credit unions.
Appears to be lost at this time.


Description:
3/10/00 Appt set with Karen Creason for 3/15/00 at 8:30 am. Her co-worker, Scott Hansen did say that the main office in Michigan has a CU. The local employees cannot join it however.  He does not think that there will be any great interest from the company.  Also, he feels that it is inconvenient that we are in WS and they are in Mocksville.  He said that 75% of the workforce lives in Davie County. Thinks they would be more interested if we had a branch there. Also, Mr. Hansen noted that they will have a staff of 100 eventually.
3/15/00 I met with Karen Creason of Kaydon.  She will follow up with her staff/managers & I will check back in 2 weeks.-KM.
4/3/00 I called Karen Creason and she had talked with the plant manager who seemed receptive to the idea.  She is trying to discuss this with someone at headquarters and needs 2 more weeks.  Will call back then.-KM.
6/6/00 I left a voice mail for Karen Creason to call me back.-KM


Description:
7/5/00 I spoke with Karen Creason.  She said they have just begun to use ADP for their payroll services.  She wants to let this run for a month before she pursues joining RCFCU.  She said that their other locations have the option of joining credit unions.  She does think there would be an interest in joining RCFCU.  She advised that I could check with her at month end.-KM


Description:
I talked with Karen Creason today.  She said that she had passed on the information about the credit union to management.  She had not heard back from them on their decision.  She said that there will be a staff meeting next week and she will try to let me know the week after that what has been decided.  She also said that her son bought a truck from someone who used  our credit union for financing and that person had nothing but good things to say about us!  Karen is glad that the ATM is at Willow Oaks Shopping Center.  That is very close to Kaydon.-KM


Description:
I talked with Karen Creason.  She said that they now have an HR Manager for the Bearings division and he is out of the country.  It sounds like he is the decision maker.  She said that the previous meeting did not occur.  There will be a meeting tomorrow and she will "try" to bring it up. I will check with her in a week.-KM


Description:
I left a message for Karen Creason to call me back.-KM


Description:
I left a message for Karen Creason to call me re: their decision.-KM


Description:
Received an email from Karen Creason requesting information on affiliation. This company had previously been solicited but they did not return our phone calls so the account was marked as Lost. They are now interested in taking a look.  I mailed a package of information today and will follow upl


Description:
Called Karen as I had not heard from her since April. Karen said that their company was going to convert to a new computer system in July and that they would probably consider affiliation with AFCU in August. I will need to come by to meet with their company officials.


Description:
Spoke with Karen who said that they had not done anything yet about a credit union. She asked that I send her another package. They do  have mandatory direct deposit.


Description:
I called Yvonne to confirm her mailing address for materials for the Winston Salem employees.


Description:
I returned a call that was made on Friday, July 13th by Keith Callaway requesting deposit envelopes that can be used by Womble employees for deposits that are placed in the courier bag.  

I talked with Sue about colored envelopes and she referred me to Gaye and suggested that we get something from Corporate Express.  

I spoke with both Don and Yvonne to clarify exactly what it is that they are needing us to provide.  

7-18-01  I asked Gaye to order two boxes of yellow letter sized envelopes from Corporate Express.


Description:
I called Yvonne to let her know that we have received approximatley 50 canary yellow envelopes that can be distributed to Womble employees for them to use for deposits to AFCU.  The envelopes were stamped with the AFCU stamp and delivered to the Plaza Branch to be picked up by the Womble courier.


Description:
I updated SEG Manager with information obtained from the Sponsor Company Survey.

Yvonne is receptive to a Credit Union Day and to having an on-site visits monthly.


Description:
I called and left a message for Yvonne Pierberg to follow up on her comments from the In Touch newsletter survey.  

Yvonne returned my call and stated that the last two weeks of September would not be good for an information and re-enrollment session due to the company's closing of the fiscal year, many of the employees are attempting to use up vacation time so that it will not be forfeited.  She suggested scheduling a time during the first two weeks of October.  She will contact the Womble employees about scheduling a conference room October 1 through October 5, or October 8 through October 11.  She will return my call once she has scheduled the conference room.


Description:
Yvonne has called to confirm the date of the re-enrollment.  It will be Thursday, October 5th from 11:45 to 2:15 in Conference Room 15 in the BB&T Building.


Description:
Yvonne and I were finally able to talk and schedule a date for an onsite visit.  The reenrollment will be Friday, October 5 from 11:45 a.m. to 2:15 p.m.  A conference room has been reserved in the Womble Suite on the 15th Floor of the BB&T Building.  I told her that I would provide her with posters to announce the visit.


Description:
I prepared eight posters for Yvonne.  The posters were sent via the Womble courier who comes to the Plaza Financial Center daily.


Description:
Michelle Holcomb, Napolean Richardson and I conducted an information and enrollment session for Ikon Solutions and Womble employees.  Seventeen of the eighteen people that we saw are now AFCU members.


Description:
I stopped in to visit Yvonne and to deliver the holiday premium.  She stated that they have been extremely busy as they prepare to close out this year and to move into the new location across the street from the Reynolds Buildings.  She stated that they will be located in the basement of the new facility.  They are scheduled to move in March 2002.


Description:
Received an e-mail from Amanda H who said that Sonya had called her and asked for at least 10 member packets. She also wanted about 40 for their employees in Charlotte. Notified Amanda that Charlotte employees are not included. Forwarded message to Karen who had tried to get this group last year. Took 15 packets to Security Desk for Amanda to pick up.


Description:
Yvonne Pierberg and Brian Haidinger attended the Annual Sponsor Company Luncheon.  They both completed the sponsor company survey.


Description:
Visited briefly with Yvonne Pierberg and Stuart Pegram when they attended our SEG Luncheon. They sat with our Womble guests and seemed to enjoy their AFCU benefits.


Description:
There are notes regarding this company with regards to the greensboro location in the fileroom. They are dated 8-2000 trhu 8-2002.


Description:
Lora Sesssions returned my call of late December to request that I send information to her about our CU.  I did so and will follow up.-KM


Description:
I voice mailed Lora Sessions.  I asked that she call back re: decision to affiliate with AFCU.-KM


Description:
called and left a voicemail for enrollment.


Description:
Enrollment on 07-17-2003. I saw 29 employees(11current members) with the following results: 10 new members,11 new checking account,9 Holiday Clubs,3 Visa  appl,11 direct deposits,11payroll ded,4 car loans appl.


Description:
9/25/00 I met with Laura Harrell regarding Adele Knits.  Twin City Warehouses is incorporated separately.  She is the HR manager for both businesses.-KM


Description:
See the notes under Adele Knits for this date. Since I counted this as a visit to Adele , I will not recount this as I saw both business owners at the same time.  It was a dual sale, however.-KM


Description:
Karen and I conducted an information session at 8:00 a.m. for the employees at the Chatham Road Twin City Records Management location.  We saw 20 employees and received one completed new membership application.  We held a drawing for an AFCU golf umbrella.


Description:
Karen and I conducted an information session for the office staff of Adele Knits/Twin City Warehouses.  We saw 18 employees and received one completed new membership application.  We did conduct a drawing for an AFCU golf umbrella.


Description:
Karen and I conducted an information session at 12:00 noon for the employees at the South Main Street Distribution Center.  We saw four employees.  We held a drawing for an AFCU golf umbrella.


Description:
Karen and I conducted an information session for the employees at the Chatham Road Twin City Records Mangement location.  There were five employees present and we received on completed new membership application.  We held a drawing for an AFCU golf umbrella.


Description:
FC & I held a presentation for this group. One of twenty employees submitted an application.-KM


Description:
FC & I went to a different location for the this group. We held a presentation for four employees.-KM


Description:
FC & I held a presentation for the administrative stff of Adele and TCW.  18 employees attended. -KM


Description:
FC & I held a presentation session for TCW.  Five employees attended.  One application was submitted.-KM


Description:
I tolk to Laura Herrell- HR mgr. About an enrollment. I will call her back in June about day and time.


Description:
Left a message for Laura Harrell about an enrollment (06-02-2003)


Description:
pulled from harris and talked to personnel mgr judy sellers.  They are with carolina cooperative federal credit union - cp


Description:
I left a voice mail for Hugh Wilson IV to return my call about having Wilson join our CU.

3/3/00 I called  back; spoke with Hugh Wilson IV who advised me to call the corporate office of Unified Services.  Julia Garcia at that location transferred me to the voice mail of Lyn Turner, the controller.  I left a voice mail and plan to follow up next week. The no. is 888-848-4242.


Description:
7/28/00 I spoke with Lynn Turner about RCFCU and she will consider this.  Wilson Pest is payrolled from Roswell, GA-the headquarters. They do have direct deposit.  I do not know about payroll deduction.-KM


Description:
8/22/00 I talked with Lynn Turner at their  headquarters. She said that they discussed this at HQ and contacted the WS staff too. They found that there was not enough interest.  She did say that they go out in January for enrollments of benefits and will bring it up again.  She said that she will keep the package and my card in case they should decide to pursue this.-KM


Description:
6/28/00 Dolly Anne Powell advised that we could handle sign-ups on 6/30 after their business luncheon meeting. This starts at 11:30 & continues until we finish sign-ups.  15 may be in attendance or less, subject to some employees being away from the office for court, etc.. We are to furnish a cookie tray.-KM


Description:
6/30/00 I held a sign-up session at the firm.  Dolly Anne Powell said that the attorneys would not likely sign up but that the other staff members would. Twenty people were seen. Three in attendance were already members. Six new applications were taken. -KM


Description:
I called to verify that their office is open today.  I talked with Dolly Anne and told her that I would bring membership packets to her.


Description:
I delivered 15 new membership packets to Dolly Anne.  She and I were able to meet and talk.  She stated that in a few weeks she will survey the staff and ask if they have any questions regarding the credit union.  She will let me know if it is necessary to have someone come out again.  I was also able to meet Pat Maddington?, the receptionist.


Description:
I dropped off two Blastoff Club informaton packets requested by employees.


Description:
I called to verify their fax number so that it could be inputed into our fax machine for group faxes.


Description:
10/2/00 I met with 3 people at the firm.  This was a subsequent sign-up.  Two of the three signed up for membership.  The third individual is already a member. She signed up for an additional account; a basic checking account.-KM


Description:
Belinda delivered the holiday premium.  There is a new contact person at this facility that is yet to be determined.


Description:
Called and Ted Mann will be the new contact person. Left 2 messages for him to call.


Description:
I called Temesa Jones to obtain her email address for a marketing promotion that will be launched later this week.


Description:
spoke with Tedd Mann. He said he will be the primary contact person for the credit union. We discussed his participation levels and the Seg luncheon. He will not be able to attend.


Description:
Jeannie and I stopped by to visit Linda Wooten, who was in a meeting.  We did meet Beverly land left the Munchkins and our business cards with her.  She stated that she would let Linda know that we had stopped in.  Jeannie will follow up with a phone call to Linda about the luncheon.


Description:
Belinda stopped by to delver the holiday premium.  The practice has a new contact person, Beverly Moore.


Description:
I called to obtain Beverly's email address.  I asked if she is in need of supplies.  She stated that she is okay with supplies at this time.


Description:
I emailed Beverly to see if we could hold an enrollment session for the staff.


Description:
Beverly Moore, practice manager passed away unexpectantly. New contact person is Sarah Boles.


Description:
LEFT MESSAGE ON SARAH BOLES VOICEMAIL. SHE IS ON VACATION THIS WEEK. ASKED HER TO CHECK AND SEE IF WE CAN SCHEDULE AN ENROLLMENT SESSION FOR EMPLOYEES.


Description:
Amanda Hoppers and I dropped by to leave doughnuts.  We were able to see and talk with Melanie and Tammy.  They are fine and do not need anything at this time.


Description:
I talked with Melanie who requested that we deliver 15 new member packets.


Description:
I delivered 15 new membership packets to Melanie.


Description:
I mailed the holiday premium to this group.-KM


Description:
Kathy Alexander called to verify that Rezuba Smith received the invitation to the sponsor company luncheon.  Kathy left a message.  Rezuba has not returned the call.


Description:
Ron George and I went to deliver the holiday premium.  The office was closed.


Description:
I met with Ken Carden, the SEG rep. for several Novant offices.  I gave him two clocks, one for the office in Lewisville and one for the office in Davie county.  I did not go to the Yadkinville office as he manages that office too and there was no need to give him a third clock.-KM


Description:
scheduled a meeting with staff. Friday, July 11 from 12-1.


Description:
BW held and enrollment. I saw 14 employees. 10 were already members. Signed up 4 new accounts. Gave desert tray, pens, badge holders and pop corn.


Description:
5/26/00 I left word for someone named Connie to call me back.-KM


Description:
8/22/00 I had left a voice mail for Connie Moore on 6/29/00 asking her to call me re: RCFCU.  After Carol Knouse, Pat Payne and Cathy Pace met, Carol and I reviewed the pending list.  I advised that I would call Summit School again.  Dane Perry agreed to accept a package via the mail.  He will need to discuss this with the staff and the Board of Trustees.  I mailed the package and I will follow up with him in a couple of weeks.-KM


Description:
9/8/00 I talked with Dane Perry.  He and some others on staff are interested but they must present this to their Board of Trustees. He advise that I call him after the 18th.-KM


Description:
10/3/00 I was transferred to Dane's voice mail. I advised him that I was following up on whether the Board of Directors wanted to pursue affiliating with RCFCU.-KM


Description:
I voice mailed Dane Perry to ask him whether they would be pursuing this offer.  I imagine that there are some board members who are bank officers and it is unlikely that they will affiliate. If I do not hear from him by 2/16, I will consider this as a lost account.-KM


Description:
I left a message with Dane Perry re: the offer to affiliate. If no reply by 2/20. I will mark as lost.-KM


Description:
Dane Perry said that this is something that the staff, overall, is interested in.  He wants me to call back around April to schedule an appointment.  He wants to have this in place by the beginning of the next school year.  I called the Chamber.  They have on record 140 employees, no info re: parttime employees.-KM


Description:
Dane perry is away from the office.  I will call him again next week.-KM


Description:
I talked with Dane Perry about AFCU again.  I believe his board has indicated an interest and that is the reason we are still discussing the offer.  The school year is over. He works year round.  I advised him that I need to have 25% participation within the first six months after the enrollment.  This means about 28 members. He agrees that a survey will be helpful as well as the sample letter.  I will attach the "factors to consider" too.  He said that there are not that many teachers who taught in the public system.-KM


Description:
I spoke with Dane Perry.  He plans to forward the letter of request to join AFCU and the factors to consider to Carol Knouse.  He said that there was an overwhelming positive response to the survey. I explained, again, that we would like to present our products and services and hold an enrollment for the staff once the approvals are granted.-KM


Description:
I left a voice mail for Dane to call me.  I am trying to obtain the letter to join AFCU.-KM


Description:
Spoke with Dane Perry regarding enrollment of his employees. He suggested two afternoons from 3:00 until 5:00 pm and he chose Tues. Nov. 27 and Thurs,. Nov. 29. I will e-mail a poster closer to the enrollment time. Purchase food certificates.


Description:
Attended enrollment of new employees with Frances Campbell and Joan Black. Dane Perry gave me a listing of employees to verify those who were AFCU members. He also suggested we get back in touch with him regarding their new teachers next year. He suggested we call him in June to get the dates for new teacher orientation.


Description:
Carol and I conducted an information and enrollment session for the staff.

We held a drawing and gave away a $25.00 WalMart gift card.


Description:
Carol, Joni and I conducted an information and enrollment session for the staff.  We saw 18 people and 15 are now members of AFCU.  

We held a drawing and gave away a Village Tavern gift certificate.


Description:
I left a voice mail for Dane Perry to call me re: teacher appreciation day.  We would like to plan an event for this.-KM


Description:
I e-mailed Dane Perry and he in turn forwarded the e-mail to his associate, Nancy Bramlett.  She called me to say that it is not possible to schedule a re-enrollment until this fall.  She advised that I call her during the first or second week of September to schedule the event.-KM


Description:
VISIT MR. PERRY 01-07-03. HE WILL CALL BACK  NEXT WEEK(13-17) ABAUT MITING IN FEBRUARY  2003.


Description:
I calld mr.Perry 01-16-2003  about miting in FEBRUARY      .He will knou  day and time  on 01-22-2003.


Description:
mr.Parry cald me 02-11-2003. An enrollment--Marth, 27  ( from 12-4 pm)


Description:
Enrollment at Summit school. We are saw 6 employees.( 1- current member) with the following results: 2 new members,1 car loan, 3 mortgage ref,.1 Holiday Club,1 payrol ded. Mr. Perry suggrsted that we are comeback when they have  Benefits Fair. (on summer 2003) I will call him back.


Description:
Left a message for mr.Parry about an enrollment for new theaters 2003-2004.


Description:
Left a message for Nancy (business offis) about  benefit for employees week( August 18--22) and an enrollment


Description:
Nancy call to me back about an enrollment on November,11 2003


Description:
Enrollment on 11/11/2003 . Amy and Anya Sow 18 employees(5-current members) with the following results:5 new members,4 payroll ded,1auto loan appl,2 direct deposits,1 mortgage appl,auto baying service ref


Description:
per Al Fausch, Sara Lee was to present to their board at their March meeting..no date given. Then to Cr Un Division. If he doesn't notify us we will call CU Div for response.


Description:
Spoke with Al Faursh regarding payroll.  Right now they will provide us with a paper listing but in a few months will begin direct deposit thru ACH


Description:
6/28/00 Sign-up session held from11:30-2:30. 8 out of 10 employees seen signed-up. Two others were mailed applications.-KM


Description:
I called Al Fausch to confirm that it was okay to drop off 10 new membership packets.

I delivered 10 new membership packets to Al.  I also answered questions regarding payroll and provided Al and JoAnne Coggins with Heather Allen's name for payroll support.


Description:
visited calvary for the presentation to the teachers.  Briefly went over products and services and answered questions.  Will be participating in the signups on 7/2. - cp


Description:
I attended the Calvary Baptist Church employee signup with the rest of the Business Development Team.


Description:
Spoke at length with Al Fausch regarding our experience on 8-1.He advised that it will most likely be mid-yer 2001 before direct deposit is offered, regardless of his earlier commitment. He feels that his staff is already pushed to the limit and that this will be a burden on them. We talked about payroll companies and he advised that he has had numerous companies tell him that his payroll system is doing what they would do only they would give him more reports that he doesn't feel he needs anyway.  I told him we may find it necessary to limit the number of employees on exception payroll until direct deposit is offered. He said that this year is not yet a dead issue for direct deposit and that he understands our view. He wants us to come back out to meet again with staff that are interested in credit union membership.  Tentative date for next signup is Aug. 22.


Description:
Frances Campbell and I held a sign-up session for the teachers.KM


Description:
8/2/00 I assisted with  a sign up session for the teachers along with Business Development department.-KM


Description:
8/22/00 Frances Campbell and I held a sign-up session for this group.-KM


Description:
Called Rhonda Hawks in an effort to get an employee mailing/email list to distribute AFCU materials


Description:
Emailed Rhonda about getting email/mailing list for employees


Description:
Rhonda Hawks emailed to request enrollment information and branch directions/numbers.


Description:
sent letter to Rhonda Hawks, introducing myself as the new manager in Charlotte and asking if I may provide new membership information for employees.


Description:
called, spoke with Debbie. She said it will be a good idea She asked me to call back toward the end of the week and speak to Rhonda Hawks. She only works from 10am-2pm. Her direct number is 704-370-1111.


Description:
talked to Rhonda Hawks. She agreed for us to come to staff meeting scheduled for June 11 at 3:00 pm she will give us 20 minutes to talk and we should expect to see 38 employees.


Description:
held enrollment with Keene and Belinda. Saw 24 and 15 were already members. We opened 2 new members, 1 checking, 1 holiday club, 3 payrolld deductions, 1 direct deposit and 1 mortgage referral.


Description:
5/5/00 I first met with Bill Walter on 3/16 and followed up with an employee survey & popcorn. I then followed up by phone 4/18 & again today.  I had asked Neely Fix to call him re: a 401-K plan for the firm. Will continue to follow up.-KM


Description:
7/11/00 I have learned that the 401-K with Safe Passage has not been accepted by this office.  I have left a v. mail for him to call me back re: joining RCFCU.-KM


Description:
8/10/00 Bill Walter called for a personal question to find out our MMA rate.  I talked with him at length about the company joining.  Only he and one other person are interested.  I advised him that he could join the The HLPT and then join RCFCU. He may call me back on this, if he needs a membership application for The HLPT, etc.. I advised him that I am considering this as a lost account.-KM


Description:
called and left message for hr mgr. Marcia campbell. - cp


Description:
met with marcia and they are interested they are also interested in 401k and I am having william call marcia.  They have over 200 employees and have aproximately 48 contract employees mostly hispanic.  We talked about the hispanic league as well.  The average age is 38 and the average income is 25k.  - cp  I also have given william the referral for 401k.  Marcia had asked for someone to call.


Description:
talked with marsha on the status of their decision.  She said don't stop calling she is on vacation the rest of the week and she has yet to get with ssr. Staff because of auditors.  She said for me to call th middle of next week. - cp


Description:
left message for marsha to let me know the staus. - cp


Description:
talked to marcia and she is waiting on someone to come back from medical leave.  They are also working on getting the plant open in NJ.  She is not interested in shopping and just wants to do it. But will shop to say she did.  Is very excited about the office in K'ville for the convenience. -  cp


Description:
left message for marcia on the status of the kville office. Asked for her to call me back. - cp


Description:
called marcia for follow up on letter and she has been out on medical leave and they don't expect her back until after the 1st on the year.  Brought a xmas present for her .- cp


Description:
I voice mailed Marcia to please return my call.-KM


Description:
Carol and I talked about this lead of Cathy Powell's.  I am reassigning it to myself.  Marcia is going through chemotherapy. I will continue to follow up on this.-KM


Description:
I tried to reach Marcia again.  The receptionist said that she would let Marcia know that I am trying to reach her.-KM


Description:
I met with the controller, Ben Hackley.  In Marcia's absence, he is handling HR concerns.  The company was acquired by a company in Texas a few months ago.  There are two other companies that are owned by the TX parent. Ben said that they are revamping the entire benefit package.  He thinks that the HQ will allow them to affiliate with a credit union that is close and convenient. Ben seems interested.  I will contact him next week after he talks with HQ. When planning marketing events, we need to review the history for this group.  It would likely appeal to them to have a Spanish speaking rep at the sign-up.-KM


Description:
Ben Hackley left a voice mail for me to call him.  They do want to proceed with affiliation.


Description:
I talked with Ben Hackney to schedule an enrollment session.  Ben stated that they would like to have the materials in advance and then allow only those who are interested in joining attend the enrollment session.  He is forwarding my name and number to the HR Manager who is Marsha Campbell, she is in and out of the office due to treatment for cancer.  He will also give the same information to Arnita Allison who is Marsha's assistant.


Description:
Marcia Campbell will be in charge of scheduling the information and enrollment session for the employees.  She left a message on voicemail for me to return her call.

06-20-01  I returned Marcia's call and left a voicemail message requesting with my name and number for her to return my call.


Description:
Marcia Campbell returned my call and left a message with her home number stating that I could call her at home.  

06-22-01  I returned Marcia's call and left a message on voicemail requesting that she return my call.  

06-22-01  Phone tag with Marcia continues.


Description:
I called and left a message for Marcia Campbell.  She is still sick and comes into the office as she is able.


Description:
Karen Morgan and I attended an employee staff meeting at the Kernersville Public Library.  We saw approximately 150 employees and gave a presentation.  We talked with them and let them know that we will be onsite next week to enroll those who are interested in joining Allegacy.


Description:
I returned a call to Arnita Allison regarding scheduling an enrollment for the employees.  We decided upon Thursday, July 26th at 10:00 a.m.  They currently have approximately 40 employees from both first and second shifts who are interested in joining.  Karen and I will conduct the enrollment session that will cover both first and second shifts.


Description:
I met with Marsha Campbell and Arnita Allison to discuss AFCU.  They invited Business Development to their business staff luncheon to present our products and services.-KM


Description:
Karen and conducted an enrollment and information session for the staff.  We saw 55 employees, and received numerous completed new membership applications.  We distributed the applications between the Kernersville and Federal Building Financial Centers.


Description:
Frances Campbell and I gave a presentation of AFCU's products and services to Coraza at their staff meeting.  This was well received. -KM


Description:
FC & I held an enrollment session for Coraza, 8:30-1:00.-KM


Description:
FC & I held a second enrollment session in the afternoon for Coraza.-KM


Description:
I talked with Amanda Hoppers who informed me that the Kernersville Financial Center has received three returned payroll checks.  Each check was processed twice and can not be presented for payment again.  She called and spoke with Ben Hackley, the company controller, who stated to her that he was unaware that there was a problem.  She informed Ben that the checks needed to be picked up and that if this should occur again AFCU will no longer be able to accept checks drawn on Coraza Systems.


Description:
I called Marcia to see if she will be in the office on Monday, March 18th.  She stated that she will be I told her that I would like to stop by while I was in Kernersville.  I would like to talk with her about the status of the company after Amanda received two payroll checks back stating that they were NSF.  I also would like to discuss with her how we might come back out to her group for a reenrollment.  We have not been out to this location since July 2001.


Description:
I stopped in to visit Marcia Campbell and to find out how things are going with the company.  There were a few incidents of payroll checks being returned.  I met with both Marcia and Arnita and we talked at length about the company.  The previous payroll person has left the ccompany and Marcia and Arnita have taken on that role as well as maintaining their existing duties.  The company filed Chapter 11 Bankruptcy during the week of March 11th.  The Kernersville location was the only office that was making money.  The facilities in Texas (50), New Jersey, California (5) and Mexico were all losing money.  There are also locations in Scotland and Malaysia.  The New Jersey facility is scheduled to be closed.  The other facilities are scheduled to remain open and there is a buyer on the table who is interested in purchasing the sites.  They did not disclose the name of the buyer.  I told them about new services that have been added.  Marcia is particularly interested in the checking programs offered by AFCU.  She is currently a Wachovia customer.  I went over our Square One program.  She has a daughter who is at Carteret Community College.


Description:
This company now has a new name.  Carol Knouse has forwarded the information to NCUA.  We will then do a housekeeping change to our bylaws and update SEG Manager.-KM


Description:
I stopped by to talk with Arnita Allison and to deliver 10 new membership packets.  She informed me that this division was purchased by the original owners the Riersons.  They are now down to 88 employees.  They are running a lean operation and they have not recalled all of the employees from layoff.  Arnita stated that things are going well for the business and that they are starting to get more jobs.  She would like a call back at a later date to discuss an information session and reenrollment.  I will email her to ask for an updated employee listing.  Marcia Campbell was laidoff in April and Arnita has assumed responsibility for her duties.


Description:
I received an updated employee listing from Arnita Allison.  There are currently 89 employees at the company.  Of those remaining, there are 36 who are AFCU members.  I have recoded all employees who have been laid off as FS.  I sent her a return email to thank her for the information and I also asked for an opportunity to come out and conduct an information and enrollment session for the staff.


Description:
Left a message for Arnita Allison about an  enrolmant and Hispanic empl.(give Melody's ph#)


Description:
I call to Arnita Allison about an enrollment.She will call back next week.


Description:
Jeannie called to make sure that Belinda received the invitation to the sponsor company luncheon.  Belinda and another employee will be attending the luncheon.


Description:
Jeannie and I stopped in to visit Belinda McCalop.  We dropped off Munchkins and our business cards.  She is not certain if she will be available to attend the luncheon.  She will be processing a special payroll that week.  She has asked to bring a coworker with her.


Description:
I talked with Betsy Murray who is the credit union contact at the Madison Park location  We were discussing the signup for Tuesday, June 27th.  The physical address is 5635 Hanes Mill Road, they are the first building on the right after the parking deck.  Betsy's number is 336-659-5915.


Description:
Betsy Murray, the Partners representative at the Madison Park site, has called and increased the time to indefinite for Tuesday.  There seems to be a large demand to speak with our representatives.


Description:
Amanda Hoppers and I conducted an on-site new employee signup at the Madison Park location.  The contact there is Betsy Murray.  Betsy had scheduled employee appointments for 14 employees.  We saw 17 employees.  Betsy stated that she would poll the staff and find out when would be a good time for us to return.


Description:
Karen Morgan and I conducted an employee signup for the staff.  We took a fruit tray.


Description:
TALKED WITH LOWELL AND HAVE SET UP TIME IN SEPTEMBER.  SEPTEMBER 13 FORM 1-2 AND WE WILL PROVIDE LUNCH FOR THE STAFF. - CP


Description:
I conducted an employee signup onsite for the staff.  The credit union provided lunch from Salem Kitchen.  No new membership applications were received.  I did see ten existing members.  I left Lowell five new member packets.  I also obtained an updated employee listing and verfied and updated the system with the credit member type code for those who are members of RCFCU.


Description:
I dropped in to visit Lowell Hewitt and to deliver the holiday premium.  I was informed that Lowell now works part-time and that there is a new Director, Etta Morin.   Etta was at lunch and I was able to talk with Glenda who is the Financial Officer for the center.  Glenda stated that the number of employees has not changed and that everyone seems pleased with the service they are receiving.


Description:
talked with judy and I am sending information.  She will discuss with owner and I will follow up in 2 weeks


Description:
talked with judy.  She said the owner is wynne blair and he is not interested.  She said I'm welcome to talk to him and suggest surveying his employees.  Will follow up 5/8 -cp


Description:
Left another message for wynne blair - cp


Description:
owner is not interested and have left several messages.  Making suggestion to move to lost file.  Only 15 employees.


Description:
Spoke at length with Ginger Lawrence. She feels that adding a credit union to their benefit package is not a priority for her or the 3 owners of her company. They routinely ask their employees about the benefits they want to add and the cu does not come up often enough for her to spend the time to investigate. They usually look at adding 1 or 2 benefits per year and she has several in mind before adding a credit union.  She invited me to call her back in October or November or the 1st of next year to see is anything has changed. She said I will be the first person to call if they feel that a credit union will be added.


Description:
Called for Ginger Lawrence.  Was told she had been replaced by Robin Thornton, manager of Human Resourses.  Was not available.  Will call her later.


Description:
Robin Thornton returned my call. Ginger Lawrence moved to SC in November. Robin is pregnant and will consider this while she is on maternity leave. She is a member at SECU. Her father worked at RJR for 25 years.  Asked that I send her a package of materials. She did not find the information I had sent to Ginger.  She knows nothing will be done until sometime in the Spring.  She mentioned followup in April.


Description:
There does not appear to be any point to continue pursuing this company at this time.
Will consider as a Lost Account.


Description:
called main number and selected HR got voicemail for recruiting department.


Description:
3/17/00 I called Mr. Young on 2/21 as a follow up & mailed a package on 2/23.  I called today to follow up in hopes of setting an appt.  Left v. mail instead.  Will follow up next week.-KM.

3/20/00 I called Mr. Young and he advised that he will call me back. If no reply by end of week, I will call him.-KM.

03/21/00 Mr. Young said they may be interested in the future.  Call him back in 90 days.-KM

3/28/00 This is a test.


Description:
9/22/00 I talked with Mr. Young.  He said that they do not have payroll deduction or direct deposit and they are not considering changing this anytime soon. They also have not pursued the idea of affiliating with a credit union. I am marking this as a lost account.  However, it may be one to contact again in the future.-KM


Description:
5/26/00 Mr. Anderson was contacted.  He advised that there is not enough interest at this time.  I am changing this to a lost status.  I have sent a thank-you for his time.  I have extended an offer for him to contact us should they care to join in the future.-KM


Description:
Called Teresa Bailey, HR Director. She feels that this would be a good benefit for her employees. Said that she has been a member of SECU for some time and would be interested in looking at our package.  Mailed to her today. Will followup.


Description:
Karen, Carol, and I conducted an employee signup for the employees at 10:00 a.m.


Description:
Karen, Carol, and I conducted an employee information and signup session for the employees at 11:00 a.m.


Description:
Carol Knouse, Frances Campbell and I held a sign-up session for this group at 10:00 am.-KM


Description:
Carol Knouse, Frances Campbell and I held a sign-up session for this group also at 11:00 am.  A total of 5 of 28 employees seen signed up.-KM


Description:
Left message for Teresa to call me. I would like to see if they have a mortgage relocation program, to find out ways to increase our participation at Noregon, and arrange for an additional enrollment.


Description:
Teresa has not returned my previous call. Frances told me that Teresa was the winner of the $100. Award for responding to our survey. I want to inform Teresa of this and take her to lunch to gather information.


Description:
Left another messge for Teresa Bailey to call me.
Frances informed me that Teresa won the $100. Certificate for the SEG survey. I need to find out where she prefers to shop and to strategize ways to reach her employees.


Description:
Teresa Bailey called me back. I informed her that she had won the $100. She requested a Hanes Mall Certificate. We will meet for lunch at 12:30 on Tuesday, April 25 at TKTripps. Told her I wanted to find ways to encourage participation of her employees.


Description:
I called Teresa Bailey and requested an interview for In Touch.  I left a message on her voicemail.  

Teresa returned my call and consented to the interview.  I will interview on Thursday, October 18th at 10:00 a.m.


Description:
I went to interview Teresa Bailey for the 4th Quarter edition of In Touch.  Teresa agreed to be the Spotlight feature.  I took her a mousepad, post it note cube, ink pen and luggage tag to say thanks for the interview opportunity.

I also took 15 new membership packets with updated information.


Description:
I rreturned to drop off premiums that were requested from the staff.  I dropped off mousepads, post it notes cubes, luggage tags, and pens for Teresa to distribute to the employees.


Description:
I stopped in to visit Teresa Bailey and to deliver the holiday premium.  Teresa was out of the office and was scheduled to return on Thursday, January 24th.


Description:
Visited with Teresa Bailey and helped her with a car loan. She is refinancing from dealership to us.


Description:
Teresa Bailey attended the Annual Sponsor Company Luncheon and completed the sponsor company survey.


Description:
Visited during lunch with Teresa when she attended our SEG Luncheon. She has hired some new employees and is open to an enrollment event. Will followup.


Description:
called teresa to follow up on enrollment. Left a message on her voicemail.


Description:
Emailed a copy of AFCU's handbook article to Teresa and also requested an enrollment. She emailed me back and said that she would use the handbook article but that she had been ill for about a week and she requested that I call her the week of Aug. 11 to schedule an enrollment. May want to Include Ricky Spears in the next enrollment. This is a very high tech group.


Description:
Emailed a note to let Teresa know that I will be retiring and referred her to Anya.


Description:
Becky called back and they went with Coastal Credit Union 3 months agao. - cp


Description:
10/13/00  I met with Patti Morgan.  Their commercial account is with CCB.  Because of this, they allow the employees to have free checking.  The bank also offers free courier service. I left a packet and some post-its with Patti.  I will check with her in a few weeks.

Also, she wanted a rate comparison to CCB.  I was unable to obtain this info., but I did fax her a more recent Ratewatch.-KM


Description:
I left a message for Patti Morgan to please return my call. I will continue to follow up on this lead.-KM


Description:
Patti Morgan called to say that the doctors did not want to change their commercial account.  I emphasized that this benefit was for the employee's personal financial needs. She asked that I deliver another packet and she will be meeting with the doctors again in the next 2 weeks.  She will ask them to reconsider this.-KM


Description:
I left a message for Patti Morgan to call me.  They have a group banking program.-KM


Description:
10/13/00 Mildred Overby, an RCFCU member, suggested that the church purchase a certificate from us since we have great rates. I advised Joyce Sides that they would need to affiliate with us first. There are hard copies of correspondence with them in their scratch file at my desk. We received the letter of request to affiliate today via fax.  The original letter is forthcoming.-KM


Description:
I mailed the holiday premium to the attention of Joyce Sides.


Description:
Cathy Powell and I held a sign-up session for the staff. 3 of 38 in attendance signed up or were members already.  They conducted a business meeting after our presentation and the staff left afterwards.  They were interested in the new financial center in Kernersville.  They also asked many questions.  Most of the attendees were women and they wanted to check with their spouses first before signing up.  I gave Joyce Sides our most recent certificate account brochure. That was the primary interest she had whenever she contacted us.-KM


Description:
I called Joyce Sides to quote the certificate rates.  She is interested in a jumbo certificate on behalf of the church.  I have given her Anne Morgan's name and number for reference.-KM


Description:
I  called to tallk with Joyce Sides to schedule a time that I could come out and talk with her about a specilal Gospel Light Day at the Kernersville Branch.  Joyce was not in the office.  I was told to call back at about 10:00 a.m.


Description:
I called to talk with Joyce Sides about the special Gospel Light Day that is being planned for the school.  She stated that Mondays and Thursday are typically not good days for her to schedule meetings.  I will be meeting with her on Wednesday, January 24th at 10:00 a.m.   The meeting is scheduled to discuss how we can best encourage participation in AFCU from her staff.  She is also interested in getting a jumbo certificate for the church and is planning to talk with Ann Morgan about the requirements to do this.  She asked if I would bring the paperwork to her for her signature.  I told her to just let me kow how I can assist her.


Description:
I met with Joyce Sides to discuss a credit union day at the Kernersville Branch for the staff and employees of the church and school.  Joyce thought that it might be more effective if the information was brought to the employees.  The initial employee information and signup session allowed us to see approximately half of the staff.  She thinks that if we can be on site and available to answer questions this might enable more employees to join.  Another employee signup and information session has been scheduled for Friday, February 2nd.  The session will begin at 8:30 a.m., to accommodate the bus drivers and cafeteria staff, then time is to be allowed for maintenance, teachers, office personnel, and the mechanics.  The session should end at 12:00 noon.  

I told Joyce that I would provide her with posters so that she can begin getting the word out to the employees.


Description:
I mailed a letter thanking Joyce for the meeting and I included six posters for her to display throughout her facilities announcing the upcomine visit on February 2nd.


Description:
I conducted an employee signup and information session for the staff.  The session was scheduled for 8:30 a.m to 12:00 p.m.  When I arrived at 8.05 a.m. there were four employees present who were interested in hearing about the credit union.  During my stay there I saw a total of 19 people.  I received 10 new membership applications, 3 requests for checking and 2 Blast Off Club accounts.  I also talked with two persons who are currently members but had additional questions.  The teachers were rushed and did not have time to sit down and hear about our services.  I have requested a copy of the school calendar to schedule a signup on a teacher work day.  

Joyce Sides and I did talk briefly while I was getting my materials set up.  She mentioned that they (the church) are very unhappy with the service that they are receiving from First Union.  She also stated that once First Union heard that Gospel Light had affiliated with Allegacy Federal Credit Union they asked if they could share information about what they have available.  I am sure that this would be some type of group banking program.  Joyce stated that they message was that they are not interested in hearing what First Union has to offer.


Description:
I sent a thank you letter to Joyce Sides for her assistance and allowing me to come out to their location on 2-2-01.


Description:
I received a call from Joyce Sides wanting to get information about a jumbo certificate at the Kernersville.  She suggested that we schedule another signup up when the teachers come back for the fall session.  I returned her call and left a message for her to call me back.


Description:
I will call Tom Johnson at the firm on 3/6/00 about having the firm join RCFCU.
3/6/00 Tom said he will check with the Partners of the firm-check back in 2 weeks.
4/3/00 I left a v. mail for Tom to please call me back. Will follow up 4/10 if no reply.-KM
4/18/00 I left a voice mail for Tom Johnson-he called back to say that this is something that they are interested in but need more time. He will contact me.  However, if I have not heard from him in one month-I will call him.-KM
4/27/00  I mailed a survey to Tom Johnson.


Description:
7/10/00 I left a v. mail for Tom Johnson re: the firm joining RCFCU.  He is to call back.-KM


Description:
7/28/00 I have left aother  message for Tom Johnson about joining RCFCU. I asked him to call me 7/31.-KM


Description:
7/31/00 Tom Johnson had called back.  He could not get a decision on the offer to join RCFCU.  He said they did not want to block out Wachovia, BB&T or Truliant. I called back and stressed the benefits of affiliating with RCFCU. I offered to furnish a survey. I asked him to call back.-KM


Description:
8/21/00 Carol Knouse, Pat Payne and Cathy Pace met today. Subsequently, Carol and I reviewed the pending list.  I believe that this law firm does not want to join RCFCU.  I recommend marking this as a lost account.-KM


Description:
left message on voice mail abou the seg luncheon - cp
5/11/00 Visited their office.  All is going well. They may need for us to come back for future sign ups, etc..-KM


Description:
visited with staphany and robin while visiting potential seg in madison - cp


Description:
left message on voice mail for robin about coming up before end of september for the incentive goals. - cp


Description:
I called Robin Robertson to schedule an employee signup for the staff.  She suggested that the best time to do this would be during an employee staff meeting.  She will call me on Monday, September 18th to give me the date of the October staff meeting.


Description:
I called Robin to let her know that she was the drawing winner for the third quarter sponsor company survey.  

10/24/00  Robin returned my call and stated that she was very excited and had never won anything before.  She also stated that she has several new employees and would like to schedule a signup for the staff.  She asked that we come on Wednesday, November 15th.  She would like an early morning meeting so that the third shift employees could be included.


Description:
I mailed Robin the $100 Hanes Mall gift certicate to her home address per her request.


Description:
I called Robin Robertson to request a listing of the employees' names and social security numbers.  The list is to be used to verify the number of members from this sponsor company.


Description:
I conducted an employee signup and information session for the employees.  I saw six employees, two completed new membership applications and four are currently active members.  I received two completed new membership applications and four family membership applications.  

I talked with Mrs. Rouse and shared with her information on our certificate accounts and our Money Market Select account.  She has over $100K that is currently with State Employees Credit Union and she is searching for the best rate.  I have left a message for Napolean Richardson regarding referring Mrs. Rouse to him for additional servicing.

I took doughnuts for the staff.  I also took seven of the golf umbrellas to be placed in each of the group homes.  These were requested by Mrs. Rouse when she attended the sponsor company luncheon.


Description:
I mailed a letter to Mrs. Rouse with the information that she had requested on a $`100K deposit.  The information included a comparison between the benefits of a Certificate Account and a Money Market Select.  I also included information about Napolean Richardson and the service that he provides to our members.  I included both of our business cards for her to call either of us.


Description:
I received a message Cynthia Harris concerning a checking account.  During my last visit to the home she requested a checking account and has not received any information on the account.  I told her that I would mail her a signature card and information on our checking programs.


Description:
I conducted an information and enrollment session for six new employees.  I received five completed new membership applications.  The one who did not join is a member at SECU and wanted to review our services 

I also completed payroll deduction changes, opened Holiday Club accounts and answered questions for some of the exisiting members. 

I talked with the new Business Manager who is a member with SECU and she wants to review and compare our services with her present credit union.  I gave her the holiday premium.  

I took waterproof canisters, pens, key rings, mints and gave away a $25.00 WalMart gift card as premiums.


Description:
I received a message from Mrs. Rouse requesting four more of the holiday premiums for the Administrative Staff.  

I returned the call on 12-24-01 and informed her that we did not have any extra premiums.


Description:
Received a call from Shirley who is their payroll representative. Deborah Rouse is their administrator now. Mrs. Rouse has been in the hospital several times recently. Shirley has several employees who want to join and open Holiday accounts. She will check with Deborah first but she thinks she wants us to come there on Wednesday, Jan. 15.


Description:
Planned and executed an enrollment event for this group with the following results: Saw 13; 7 were already members but opened the following new business: 5 new memberships/1 checking account/1 new kid's club/1 SP referral/10 nw holiday clubs. Mrs. Maxine Rouse is in the hospital with puenmonia and had planned to see her daughter Debra who was not available at the time of our visit. We held a drawing for a $10.00 Wal-Mart gif card. We gave the employees popcorn, pens, and an ice scraper.


Description:
PLANNED AND EXECUTED AN ENROLLMENT THITH CAROL KNOUSE(SEE CAROL,S MEMO)


Description:
Spoke with Scott Ford in Norcross. He will fax a listing of Georgia employees so that we can mail a package of materials to their home.
On April 4 we will signup Arista locally.


Description:
Ana, Carol, Karen, Neely and I conducted the new membership signup for employees.


Description:
I talked with Wanda Burcham to find out the contact name for the Georgia locations.  The contact is Scott Ford and he can reached at 770-441-2110.  There are three locations in Georgia, Tara, Lifestyles, and Ga US Data Systems.  Wanda is very supportive of the credit union and thinks that it would be a great benefit for these locations to have an onsite sign-up.  She feels that a signup would make the credit union a little more real for the employees.


Description:
I delivered five new member packets to the attention of Wanda Burcham.  The packets were requested during a conversation with Wanda on 10-25-00.


Description:
I called Scott Ford and was not able to reach him.  I left a message on voice mail informing him of the coming visit to Atlanta.


Description:
I tried to reach Scott Ford at the Winston Salem office.  He returned my call from Monday on Wednesday while I was at the signup for Rock-Tenn stating that he would be in Winston until Friday.  I called the Winston office and was told that he had already left to return to the Georgia office.  I left another message.


Description:
I was finally able to talk with Scott and he stated that they have only have 15 employees at this location.  He stated that we would probably only need about an hour with his employees.  The time has been set for Thursday, November 30th from 2 p.m. to 3 p.m.


Description:
I called Scott Ford to get the name of the payroll contact for the Atlanta location.  Her name is Barbara Scobee.  Brooke Walsworth was concerned that she did not have a name to whom she can direct questions that pertain to the Atlanta location.


Description:
I assisted with the sign-up session at this company's Atlanta office.-KM


Description:
visited the norcross location with carol, frances, karen - cp


Description:
I visited the Norcross location and assisted with the signup for the staff there.


Description:
Lisa Southard and I stopped in to deliver the holiday premium.  We were able to visit briefly with Wanda Burcham.  Wanda inquired about how things are going with the GA location.


Description:
Lisa and Frances delivered the holiday premium. We did talk with Wanda Burcham about the location and if she is in need of supplies at this time.


Description:
I returned a call to Wanda Burcham who left a message on voice mail.  Wqnda informed me that Arista may be sold by April 1st to Southeastern Data of Atanta.  This is a company that they have done work for in the past.  If the sale does go through Scott Ford will be the new General Manager(?) of the newly formed company.  Wanda stated that they do not know anything more at this time.  They have been told that operations would probably remain as they are at least in the Winston office.  The Georgia office may loose a few people.  Nothing has been finalized at this point.  Scott Ford and his wife have adopted a little girl who was born on February 3rd, 2001.  Wanda's concerns were regarding the company's 40lK/Retirement Plan.  I gave her some basic information about the Safe Passage and told her about the services that they can provide.  I offered our services and told her about the credit union philosophy of once a member always a member.


Description:
I talked with Wanda Burcham about Georgia US Data Services being purchased by Southeastern.  The new name of the company will be Arista Information Systems, Inc.  There are some new employees at the home office in Georgia.  There are still some companies that are under the Georgia US Data umbrella.  She was pushed for time and was not able to give me the full details of what has taken place.  She stated that she will call me back on 6-5-01.


Description:
I called Janet Leonard to determine how many new membership packets she needs at this location.  She stated that she needs fifty.  I told her that I would send them to her via interoffice hospital mail.  Janet Leonard's number is 476-2400, ext. 272.

RE:  I talked with Belinda and she stated that we can no longer send materials via intercompany through Novant.


Description:
went to Community General Hospital to deliver 100 packets with Anna and introduce her to Janet Leonard. She told me she is now the only person in human resources, John is going to look at teaching and only working part time. 22.4 miles one way.


Description:
went to Communiti General Hospital  to deliver 100 packets with Belinda and meet Janet Leonard.


Description:
Michelle Norwood, HR Manager at Jones Apparel called and asked how her group could become a sponsor company of RCFCU.  She stated that they are currently affiliated with Winston Salem City Employees Credit Union.  She asked how the group could be released from that field of membership.  I told her that I would find out and that I would fax over a copy of the materials that she would need to request membership with RCFCU.


Description:
Ike talked with Sam Whitehurst of WSCECU and asked him about a letter granting an overlap for the Jones Apparel employees.  Sam was not receptive and informed Ike that there was no need for RCFCU to purseu this group.  He stated that WSCECU would take care of them.  Ike told Sam that we would do nothing further until we heard back from him.


Description:
Ike called Sam to follow up on their previous conversation.  He left a message requesting that Sam call either him or Cathy Pace.  Sam returned the call to Cathy and reiterated that his group would take care of Jones Apparel and that we should not pursue groups that are in the field of membership of credit unions.


Description:
I mailed a letter to Michelle Norwood informing her that we are available to help in any way needed and to let her know that we are still interested in her group.


Description:
delivered poster and copy for email announcement to staff on presentation dates and times.


Description:
Cathy, Karen and I conducted the new employee signup.


Description:
Ron George and I delivered the holiday premium to Sonya Daniel.  Debbie Cranfill has left Frisby to go to work for Universal Solutions.  Sonya gave us a mini jtour of the facility and told us about the products they produce.


Description:
I called Sonya Daniel to ask if it would be permissible to periodically send AFCU promotional materials via email.  She stated that she would prefer that those types of communications be submitted via hardcopy.  The email system is to be used for customer orders only.  I also suggested that it might be a good idea for the credit union to come back out to have a re-enrollment for their employees.  Sonya was not supportive of this idea.  I will approach her with this proposal again in the Spring.


Description:
I called Sonya Daniel to invite her to lunch.  She stated that her schedule is full for the next two weeks but that she will be free for lunch on Friday, June 1.  I will pick her and the new HR Manager, Heidi Cavanagh up and take them to lunch to discuss the credit union and how we can increase membership at Frisby.  Sonya is six months pregnant with a boy.


Description:
I called Sonya Daniel to confirm our luncheon appointment.  Sonya is out of the office sick.  I did talk with Heidi who suggested that I call back next week to reschedule.  Heidi stated that she had forgotten about the appointment and would not be able to go today either.


Description:
I took Sonya Daniel and Heidi Cavanaugh to lunch at the Village Tavern.  I went over the new membership packet with them detailing the services and benefits available through AFCU.  I explained to them how our services have expanded including the addition of Home Banking.  I also answered questions about AFCU mortgage products.   I asked for an opportunity to be onsite for the employees to ask questions and signup for membership.  Heidi stated that they have a calendar that is available to all employees and that she would check the calendar and get back to me by June 22nd with a date that I can be onsite.   

Heidi and Sonya told me that the company currently employs 27 people.  They are focusing less on Research and Development and more on Marketing.


Description:
I called Heidi Cavanaugh to follow-up on scheduling a ren-enrollment session for the employees.  I left a message on v/m.


Description:
I called Heidi Cavanaugh to follow-up on our meeting from last week to schedule a re-enrollment for the employees at Frisby.  Again, I received her voicemail message.


Description:
THIS IS A DUPLICATE ENTRY:  I conducted a re-enrollment session for the employees.  There are only 18 employees in the Winston location.  I received two completed new membership applications, and answered questions for one current member.  I saw a total of five employees.


Description:
I conducted a re-enrollment for the staff.  There are presently only 18 employees in the Winston location and 10 employees in the field.  I received two completed new membership applicaions and answered questions for one employee who is already an AFCU member.  I saw a total of five employees.  

I directed Joe Duncan to Safe Passage for information on higher risk investments.  

I directed Heidi Cavanagh to The Lending Center/or Equity Department for a personal loan in the amount of $3,000.

I held a drawing and Dawn Creason won an Allegacy golf umbrella.


Description:
Jeran Simpson and Janet Fleming attended the Annual Sponsor Company Luncheon.  Both completed the sponsor company survey.


Description:
I talked with Randy Briggs and he is leaving the company.  He said that he will ask John Rogerio to call me re: an enrollment, seminars, etc. In the past when I was trying to get Nomus Interiors to affiliate Mr. Rogerio who was then the CFO did not return my calls.

Randy did say that there are still 15 employees.-KM


Description:
Called Janet Flemming to update membership, She is the only person that still works here that is a member. She said they have current information on AFCU. She said they do not want to hold a sign up session because they are unsure of employment at this time due to recent accouncements of bankruptcy. Janet said she will call me when she has updated information. She is very happy with her AFCU account and the new ATM in King. She uses the WB office primarily.


Description:
Called Terri Stewart reg. Signupsl..scheduled for Mon. May 1 at 8:45. Terri is going on maternity leave in about 5 weeks. After she returns she and one attorney will open an office in Greensboro. Tom's mom, Karen Brock, will do Teri's job from their Wilmington office.


Description:
8/9/00 I held a sign-up session at the firm.-KM


Description:
Belinda stopped by to deliver the holiday premium and to introduce herself to Jennifer.  Jennifer has left the practice and a new contact person is yet to be determined.


Description:
I took Belinda by to deliver packets to Trish Beatty.  Trish is replacing Jennifer as the contact for the Winston office.  We informed Trish of our location in Charlotte.  She stated that they have an office off Fairview, there are 10 employees in that office and 10 employees in the Winston office.  There are other office locations in Wilmington, Greenville, Asheville and Raleigh.  I talked with Kim at length about direct deposit and payroll deduction.  She stated that one of the partners had adamantly stated no to direct deposit.  I mentioned to Trish that payroll deduction is available with the incorporation of a file in an Excel spreadsheet. Karen Brock who is Tom Brock's mother prepares the payroll for the offices.  Trish is going to contact the Charlotte office to find out if they are interested in having an onsite visit.


Description:
I talked with Matt Chaney, the managing attorney.  The affiliation is something that is being considered; best to call back in April around the 10th.-KM


Description:
I confirmed the new name and address  They are fine with the materials on hand.-KM


Description:
Left a message for Karen (ph#336-354-1200) about an enrollment.


Description:
3/9/00  Mailed SEG packet to Carolyn Breedlove.  Will follow up in 2 weeks.  Updated some info on the profile screen.
4/3/00 Left v. mail for Carolyn to please return my call.  Will follow up on 4/11 if no reply.-KM.


Description:
met with carolyn and she said to contact Pragna Shaw at x 269.  Pragna does the payroll for the school and church.  Carolyn did say she has aproximately 25 on her payroll. - cp


Description:
left message with pragna for her to call me back - cp


Description:
talked with pragna and she said she was going to talk with carolyn on 5/8 and will call me then -cp


Description:
Left message with Teresa in the child center for pragna to call me back.  Will follow up if no call back - cp


Description:
Talked with pragna and we have set up an appointment for 6/22 at 9:30 to discuss the benefit. - cp


Description:
met with pragna shaw and they will be sending the letter next week they have direct deposit and 100 employees.  She also said she would like to have some sort of payroll stuffer.  - cp


Description:
talked with pragna about sending in her letter.  She said she had not yet had a chance but would get to it this week. I will follow up - cp


Description:
Pragna called me this morning.  She discussed the credit union in her staff meeting and found no interest.  She is still interested and wants us to get back with her in 6 months.  She said she discussed premium checking and other account.  Leaving in pending file for this reason. Will follow up in 6 months. Cp


Description:
Set appt with Michael Day for 3/7 at 10:00am.

3/7/00-I met with Michael Day.  He will poll his employees on their interest to join.  I will follow up in 2 weeks.  May need to do presentation at one of their Saturday am staff meetings.  I sent a follow up thank-you letter.-KM

3/16/00 Michael called to say that 3 employees are members of a CU (one is with RCFCU)-the others are not interested.  He will keep us in mind, however, should things change.-KM


Description:
3/6/00 Mailed SEG packet to the firm. Will follow up mid March.
3/15/00 Followed up-they do want to join.  Will forward letter on Friday 3/17/00.-KM
4/3/00 I followed up on on receipt of letter.  They will try to mail it out this week.-KM


Description:
7/5/00 This does not apply to a phone call.  Mr. Childress has not sent in the letter.  He had indicated that he would do so since March, 2000.  Since no letter has been received and this is a small group, I am considering as a "lost" account.-KM


Description:
3/6/00 Called this firm.  They want a SEG package and sound interested in joining. 
3/6/00 Mailed package. Will follow up mid month.
3/20/00 I followed up with Kathy Beckham.  She sounds interested, but needs to have the business owner "ok" it. Check with her on 3/27/00. -KM.
3/28/00 Staff & superintendents will meet on Tuesday 4/4-call back then--that pm.-KM
4/14/00 I left a message for Kathy to please call me re: the company's decision.-KM
6/5/00  I left a message for Kathy Beckham to advise re: the decision to join RCFCU.-KM


Description:
7/10/00 Kathy Beckham called.  She said to give them one more month.  To date, she has not received a lot of interest.-KM


Description:
Owner killed in accident on 8-17-00.  Cease contact at this time.


Description:
2/29/00 Sent package to Foodcraft.  Will follow up 3/15/00.
3/15/00 Left v. mail for Spencer Fox to call me.-KM
5/15/00 I talked with Spencer Fox by phone and plan to meet with him 5/16 at 4:00 pm.  He said that the firm had a staff meeting and they are interested in it-but, he has not had time to review the package.  That is when I offered to meet with him to give him information on our products and services.-KM
6/5/00 I had met with Spencer Fox and I checked with him by phone 6/5/00.  I requested that he call me back.-KM


Description:
7/3/00 I followed up with Spencer Fox. He said that this has been a low priority.  They will have a meeting on Wednesday and he will present the idea of joining RCFCU to upper management.  I faxed him the condensed listing of our products.-KM


Description:
7/11/00 Spencer Fox said that they will forward the letter of request to join RCFCU.  They use ADP for direct deposit and payroll deduction.-KM


Description:
Talked to Mr. Fox.  He has requested for us to deliver 20 packets for new employees.  AL/BD


Description:
participated with frances and ana in the initial sgn up - cp


Description:
I participated with Ana and Cathy for the initial employee signup.


Description:
Ron George and I stopped in to deliver the holiday premium.  We were able to talk with Spencer.


Description:
Karen and I conducted an enrollment and information session for the staff.  We had 24 employees present and received 18 completed new membership applications and there was one person present who is already a member.  We held a drawing and gave away a $50 Lowes Hardware gift card, the drawing winner was Gray Ashburn.


Description:
I returned a call from a message from Gloria Oglesby at the Federal Building.  Teresa Henry who is a temp working at Frank L. Blum through Acount Temps.  She is interested in joining and  I directed her to our website to see if she is eligible through one of our other sponsor companies.


Description:
FC & I held an enrollment session for this group.-KM


Description:
I talked with Carolyn Caudle to ask if it would be possible for us to come out for a follow-up visit.  She stated that she would have to talk with Drew, the owner, and ask if a company meeting could be scheduled.  I asked if she is in need of updated membership packets and she stated no.  She further stated that no one has inquired about the credit union lately.  They are currently down to 65 employees.


Description:
Mailed 10 packets as requested.  Carolyn said that all is well re: AFCU.-KM


Description:
Frances and I stopped by so that I could meet them. Lisa Blake, known for a lifetime works there. My brother is also a sub-contractor who works with them regularly. Spent almost an hour visiting with them. Very supportive. I requested an employee listing since it is difficult for their employees to attend enrollment sessions and I was given a listing on the spot. Business is good. They now have 82 employees.


Description:
E-mailed Carolyn  the names of employees coded to her company that did not appear on her name/address listing to see if they were still employed. Also, mailed a sample package we use for remote potential members for permission to mail to those who have not yet joined AFCU.


Description:
A mailing was completed to employees of FLB who are not currently AFCU members. Notice send to Carolyn to alert her to the mailing and to thank her for her assistance. (Approx. 60 letters were mailed)


Description:
bonnie poindexter will be back 7/17. - cp left message on voice mail for bonnie - cp


Description:
bonnie said she does not have the privledge to make a decision on benefits because of being a noationfoundation.  I told her about united way and other non profits and told her I would bring her the information this afternoon. - cp


Description:
talked to bonnie about the united way of forsyth county being in our fom.  She said she would review and pass on to her supervisor and would be back in touch. I will follow up in 2 weeks. - cp


Description:
wanted to follow up with bonnie after the chili cookoff.  She said that she needs to check with the regional office in atlanta.  They don't let her make decisions on benefits without consulting with them.  She asked for me to send a letter to her to keep my name in front of her. - cp


Description:
left message on voice mail for anita, the executive director.  Receptionist was not sure if they currently offer a credit union.  Talked to anita and she thinks the employees would not be interested.  She is currently a member of rcfcu but is not sure of the staff.  I said I would mail her information and she would survey the staff to see if they have inteerest and would let me know.  - cp


Description:
left message for anita on voice mail  to follow up on the packet I dropped off and on the staff's interest. - cp


Description:
anita is out until 8/14. Will call then - cp


Description:
left a message with someone in personel for robin smith. - cp


Description:
9/26/00 Per Cathy Powell's request, I called this office.  The receptionist in HR said that we need to talk with Michelle Payne.  She is in a meeting, call her Wednesday.-KM


Description:
talked to receptionis. She said they are not affiliated with a credit union and I need to speak with hoyt on mondya. Will call back then. - cp


Description:
Hoyt was not back in the office.  I left message with receptionist. - cp


Description:
Debra Jones and I conducted an employee information and enrollment session for 11 of the employees.  Everyone present opened an account and we received one $25,000 Money Market Account.  

We did conduct a drawing for an Allegacy golf umbrella the drawing winner was Ranell Young.


Description:
I stopped by to deliver 30 new membership packets for Elisha Hall.


Description:
Amy Everhart attended the annual sponsor company luncheon and completed the sponsor company survey.


Description:
I conducted an information session for the staff at the King medical practice.  I saw a total of 14 employees; 7 were currently AFCU members.  I received 2 completed new membership applications, 1 Holiday Club, 5 payroll deduction changes, 1 cash card application, and 1 MIA 24 application.    

I held a drawing and Amanda King won the $10 gift certificate for Mayberry's.


Description:
I mailed a package to Kim Bumgarner, the practice manager of the (Aegis) Wilkes Internal Medicine office. A letter of introduction was attached to the package.  I encouraged Kim to place the package along with the membership brochures in their break room.  

Kim said that they were not interested in having a visit since we are so far away.  I emphasized to her that the majority of our membership lives outside of the WS area, etc.-KM


Description:
Received a call from Elisha Hall who requested 25 member packets. I will deliver today. I asked Elisha about her new baby boy who is now 5 months old, doing well, spending days in a church-affiliated daycare. Told Elisha we were scheduling re-enrollments for her practices. Last visits were made during 4th quarter of 2001.


Description:
I held a re-enrollment for the Aegis Pediatrics group located on Westgate, near our Westbrook Plaza office. I saw nine employees.  All were members.  I gave out two VISA applications and talked at length with one of the employees about a mortgage refinance.  I promoted our car loans and CUABS. A fruit tray was furnished and a $10.00 gift card from WalMart was given to Mistie Weidensall.

One of the employees said that her son is in the military and that he received a rate of 6.25 on his car.  She said that they were not given a satisfactory explanation for the reason he did not get the best rate.  Also, she is concerned that his payroll deductions are not being made. I told her that I would check on this.-KM


Description:
I visited with this group at Pine Ridge Family Practice on North Point. Ten employees were present. Their office closes between noon and one o'clock.  They were also having a meeting about work.  I gave them information on the credit union. I furnished a fruit tray and had a drawing for a $10.00 gift card to WalMart.  Tammy Chisholm won the card. 

One employee took an application to sign up her son.  Another took an application and said that she would send this in. I left brochures on different products. I did not receive any applications to bring back with me. I did receive a check reorder form and also a payroll deduction form. Of the ten seen 6 are members.-KM


Description:
Enrollment at Peace Haven Rd. facility. Spoke with approximately 15 employees. Joyce Mounce was the contact. Enrolled 3 new members, opened 4 checking accounts, 4 holiday/vacation clubs, 3 new direct deposits, and 9 payroll deducations.


Description:
Spent almost two hours with Barbara Dunnigan and Travis Sink. We discussed all of our products and services, the history of AFCU, their personal situations, and the best way to enroll their employees. I left Barbara with 45 membership packets that she will distribute on Friday, Nov. 30 to a meeting she will have with some of their employees. About 100 of their employees almost never come into the office. We discussed having them send us the names and home addresses so that we can prepare packets for them. Both Barbara and Travis were very supportive and think this is an outstanding benefit. Will follow-up.


Description:
Spoke with Barbara Dunnigan regarding her meeting with employees on Nov. 30. She said that 3 people, including herself, had already visited an office and joined AFCU.
Barbara will e-mail names, socials, and addresses of her employees for us to do an in-home mailing after the 1st of the year.
Will follow-up.


Description:
I completed a mailing to all employees using the employee listing that was forwarded to me from Carol.  A new membership packet including a letter was mailed to 197 current Logan employees.  I would like to obtain a 1% response rate from the mailing.


Description:
Received a call from Barbara Dunnigan who requested that AFCU have Max & Mo attend their annual company picnic on Sat. Oct. 12. They expect about 50-60 children and about 150 aduls. Unfortunately, that is the same day as our Blast Off Party and we will not be able to attend. However, we will provide items for the goody bags Barbara is preparing for the children.


Description:
Delivered premiums for children's goody bags to be distributed at their annual company event. Also delivered 25 packets to Barbara who said that she was out of supplies.
Barbara and I discussed her company using the Community Room for an enrollment event. She will try to get this approved through Travis Sink, her manager. The meeting would need to occur sometime in December at 7:00 am. I advised Barbara to call Sheila Hutchens to make these arrangements.


Description:
Received an email from Barbara relative to Max & Mo participating in their Sept. 20 company picnic. Emailed Barbara that I was retiring and referred her to Anya for future needs. Copied Anya on email to Barbara.


Description:
I met with Attorney Kangur.  He handled a mortgage closing for Angie Cooke of our Internal Audit Department.  She advised that we should contact them about joining.  This attorney's office is just around the bend from our new HQ building.  Attorney Kangur was advised of the 25% participation requirement and the eventual 50% level of participation.  The firm is in the midst of hiring a 3rd party payroll administrator.  The attorney will survey his staff & advise.  We will need to assist him with the wording in the letter which addresses the closest financial center.-KM


Description:
I left a voice mail for Mr. Helms to call me back re: affiliation.  Mr. Rhodes is no longer employed there.-KM


Description:
I talked with Robert Helms about affiliation and brought him up to date on some of our products and services, such as CUABS.  He had brought up the fact that they have their own in-house lender. I acknowledged that and advised him that we also had low interest rate VISAs, etc. He said that they have had alot of changes recently and advised that I could check back with him in the fall. I have marked my calendar to do so, however with the continous put offs I take this as a "no", that they do not wish to affiliate.-KM


Description:
3/20/00 Frances Campbell noticed this business office in route home and suggested I contact them.  Diane Lowdy, the HR manager advised me to send a SEG packet to her. She said they usually have 50 people-but they are using temps now.  We need to see if the temps can join too.  Need to follow up in 2 weeks.-KM.
4/3/00 Diand Lowdy asked that I call her in 2 weeks. She plans to review the package.-KM.
5/19/00 I left a voice mail offering to meet with her to go over our products & services.  I am expecting a call back from her next week.-KM
6/6/00 I left a voice mail for Diane Lowdy to call me back.-KM
6/15/00 Diane Laudy said that they do not wish to join at this time.  They may reconsider in the near future.  Any future contact should be directed to Tom Runser at Image Matters.  I will contact him in one month for a follow up.-KM


Description:
3/20/00 I called George Bambalis.  He is a friend of Ike Keener's.  Mr. "B" owns Nitsa's, Louie Blue's, and other businesses.  He was interested in reviewing a packet-which I mailed to him.  He may want his business partners to also have their companies join.  I also advised him that The Greek Orthodox Church office staff or the congregation itself could join too. I will follow up in 2 weeks.-KM.
4/27/00 I have tried to contact Mr. Bambalis several times.  The receptionist advises that he is out of the office a lot. I will keep trying to reach him.-KM
5/11/00 I have called several times to speak with Mr. Bambalis. I left a request that he call me back.-KM


Description:
8/22/00 I have called Mr. Bambalis since this last noted activity in SEG Manager.  He was concerned about affiliating as the Nitsa store employees are not interested in joining RCFCU and the restaurant employees in his words are a transient group. I had mailed surveys and advised him that I would follow up.  Since that time certain guidelines have been administered and we are considering this as a lost account.-KM


Description:
3/21/00 Gave SEG packet to Charles Miller.  Will check back in 2 weeks if no reply.
Earlier concern was that 2 agents/independent contractors be eligible. Per Carol Knouse, since they are supervised from the office they are eligible.  Other staff members are not independent contractors but W2's individuals.-KM
5/5/00 I left a voice mail for Charles to let me know whether his office wants to join RCFCU.-KM
6/6/00 Charles Miller said that his staff members are already members of other credit unions or are not interested in joining RCFCU. I have marked the file as "Lost".  I advised Mr. Miller that the invitation to join is still available should they change their minds in the future.-KM


Description:
Saw Charles Miller speaking with Mike Knight in our lobby today. He later saw Karen Morgan in the lobby and expressed an interest in his company affiliation with AFCU. Karen gave his card to me and a package of information was mailed. Will follow-up.


Description:
Received letter of request, Ike approved and I forwarded to NCUA.


Description:
Made a lengthy presentation to their 7 employees. Two are already members. The other 5 said that they will go online or complete the information and return it via mail. Several are interested in mortgage refinancing, one is interested in SFP and in our Car Buying Service. We reviewed the materials at length and I feel confident that most will join. They do not have payroll deduction or direct deposit at this time.


Description:
Visited with Charles Miller when he attened our SEG Luncheon. This group is new and their initial enrollment will be held in two weeks.


Description:
3/21/00 I dropped off a SEG packet to Rick Pfefferkorn's receptionist as a follow up call to him yesterday.  Will check back in 2 weeks.-KM
4/14/00 I left a message on Rick's voice mail. Asked that he call me re: the co. joining our CU.-KM


Description:
7/10/00 I left a v. mail for Rick Pfefferkorn to call me back.  If no reply in a week-I will mark as a "lost" file.-KM


Description:
8/18/00 Rick Pfefferkorn has not returned any calls.  Since no reply received, I am noting this as a lost account.  This company is in the mortgage lending business.  They likely do not want to have our mortgage products available for their own staff.-KM


Description:
3/21/00 I delivered two packets this am.  Did not get to meet with Emily face to face.  Will follow up in 2 weeks.  My understanding is that there is a commercial operation, Crowder, McChesney and Taylor and 2 Crowder McChesney real estate residential sales offices, one in WS and the other in Clemmons.- KM
4/14/00 I called Emily Cockerham, left a v. mail re: following up as to whether they wanted to join our CU. Asked that she call me.-KM
4/18/00 Ditto the above.-KM
5/2/00 Met with Emily Cockerham regarding Crowder joining our CU.  She will survey the staff & advise.  I faxed her a survey form.-KM
6/5/00 I left a voice mail for Emily to call me re: their decision.-KM


Description:
7/20/00 Dick Forest called to ask what is involved with having the company join RCFCU?  He had seen the back of our mortgage rate form.  It lists Coldwell/Banker as a sponsor group. He felt that Crowder would like to join too.  I left a v. mail for him that I had been dealing with Emily Cockerham there at the company.  I called back to speak with her for a follow up and to let her know that one of their agent's wanted them to join RCFCU. The receptionist said that Emily was no longer employed there.  I was referred to Rick Crowder's voice mail.  I asked him for an appointment.-KM


Description:
7/25/00 I left a message for the agent, Dick Forrest.  I offered to meet with him or Rick Crowder or the new office manager if there is one to review our products and services. I am awaiting his reply.-KM


Description:
7/28/00 I left another message for Rick Crowder to call me.-KM


Description:
8/4/00 I met with Rick Crowder.  He feels that he must check with his bankers to get their ok on his company joining RCFCU. I am awaiting his call.-KM


Description:
9/22/00 It has been over one month since Mr. Crowder and I met.  I do not think that he wants the company to affiliate because of his relationship with the banks.  I am marking this as lost.-KM


Description:
3/22/00 I called Michelle Ellis.  She asked that a packet be sent to her. I will follow up in 2 weeks.-KM
5/15/00 I had tried to reach Michelle prior to today  I did speak with her person to person and she said that she personally thinks it is a good thing. She has sent the package to Jeff; the owner?  She said that his focus is on the new building and that he was not that interested in it at this point.  She asked that we send any new information to her and to keep them on our list.  Because of this request, I will not mark as "lost, but continue to follow up.-KM


Description:
7/3/00 I left a message for Michelle Ellis to call me back re: their decision.-KM


Description:
9/26/00 Carol referred a Winston-Salem Journal article to me re: this company adding staff.  I called and left Michelle Ellis a message to call me back.-KM


Description:
I left another message with Michelle Ellis-as I noticed that this is still in a pending status and not a lost account.  Perhaps their building is completed and they could consider affiiation with AFCU now.-KM


Description:
I left a message for Michelle Ellis to call me re: affiliation.-KM


Description:
I have been referred to Monica Murphy. The previous rep has left the company.-KM


Description:
I left a message for Monica to call me.-KM


Description:
I met with Monica Medina-Murphy about F.A. joining AFCU.  She said that 3 people had asked her if they were part of a credit union.  She said that Jeff Frisby was not interested in a credit union earlier but that they are growing and it is something they want to consider. I e-mailed her a follow up thank you letter, an employee survey, a sample letter re: affiliation; and the factors to consider form. I referred Dave Solomon to meet with Paul Hoenig, their director of Human Resources.  Monica stated that they just want to have 1 third party administrator for their dental, life and health insurance.  I will follow up with Monica when I return.-KM


Description:
I delivered several brochures and membership packets to Monica Murphy. The company is leaving it up to their staff to determine with which credit union they wish to affiliate.

She will advise me by the end of the week of 8/8 which credit union has been selected.  Frisby Aerospace currently employs 140 people locally and 40 in other locations.  They are expecting to add staff.-KM


Description:
Monica Murphy advised that the staff had selected AFCU over Truliant and PACU. She will have the letter signed by the CEO & complete the factors to consider form. She is aware that the request goes to the board and to NCUA before we can add them as a SEG.-KM


Description:
Internet application approved by NCUA today.


Description:
Karen and I conducted an all day enrollment event for this company. We saw 74 employees and enrolled 43 new members. 6 employees were already members of AFCU. This company just received incentives to allow them to add 150 positions. They will begin an expansion of their facility with the new addition of facility and staffing to span the next 5 years. Their representative, Monice, is extremely helpful. We were warmly received and expect to return in an appropriate time to enroll additional employees.


Description:
Please refer to Carol Knouse's information noted on 9/27/02. The employees that I signed up are currently paid weekly-on Fridays. With their anticipated company's growth, their mode of payroll may change.  I called Monica back to let her know our results of our enrollment. At the beginning of the sales process, I had referred Frisby's information to Dave Solomon of SPG.

We are planning to mail information to 75 Frisby employees who are located in New York.-KM


Description:
I attended  the groundbreaking ceremony at Frisby relative to a new building that they will construct behind the existing one on Hampton Rd. Many local and state government representatives were there.  Their parent company CEO was there as well.  They project adding 150 jobs.  The new building should be finished by fall of 2003.  I wrote a thank you to the HR Rep, Monica Murphy. A copy is the hard file.-KM


Description:
See file for copy of email to NY employees relative to our mailing info to their homes and to conversation with Mr. Hoeing.


Description:
Monica left a message with Karen Morgan that she needed more new member packets. I called Monica to see how many she needed. When I spoke with Monica later, I decided to mail 12 packages to her, along with an employee listing. She will check it and will also ask "Rick" when we can come back onsite for an enrollment.


Description:
Received employee verification from Monica and updated our records.


Description:
Received an email from Monica relative to an enrollment event sometime in the fall. I referred her to Anya when she has set a date. Copied Anya on my email to Monica.


Description:
I call monica about an enrollment. She will call me back about day and time in Oktober 2003


Description:
3/23/00  I met with Elisha Gentry.  She said that of the 161 employees, 150 are Hispanic.  They do not trust financial institutions and they operate on a cash basis.  They do need a place to cash their checks.  Elisha will check with her HR department head & let us know if they will pursue this.  If they do we will likely need Ana Larson to meet with the workforce to do a presentation on the benefits of joining RCFCU and then distribute a survey in Spanish to the attendees.I left a SEG packet with Elisha. Will follow up in 2 weeks.Also, they will be moving to part of the Stroh's Brewery Plant in the fall of 2000.KM.
3/30/00 Mailed a follow up letter to Elisha with a copy of an employee survey(in English & Spanish) and the Spanish reference information from Ana Larson.  Will follow up in 1 week.-KM
4/27/00 I left a voice mail for Elisha to let me know how things are going about Cluett joining RCFCU.-KM
4/27/00 Elisha Gentry called back to say that she had forwarded all of this information to her HQ in Texas.  The Human Resources manager in Texas said that they do want to add this as a benefit.  The decision will likely be made this summer. They want to affliate with a credit union that is located in both states.  Elisha feels that it is unlikely that they will select us. However, if they cannot find a CU that serves both states, then The Cluett Corp. may choose RCFCU to serve their NC employees.  So, there is still a chance.  I will follow up mid-summer.-KM


Description:
7/10/00 I talked with Elisha Gentry.  She said that she was not aware of any decision on the credit union.  I offered to contact their HQ in Texas.  She advised calling Mary Calan at 800-527-8446.-KM


Description:
Called Tony Snyder in anticipation of scheduling their enrollment after approval on Tues. 1-21. Tentatively scheduled from 7:00 am - 7:00 pm on Tuesday, Feb. 18 and from 1:00 am until on Friday am Feb. 14. Tony will speak with his boss and get back to me this week to discuss.


Description:
We saw a total of 48 employees-- 41 new membershirs,6 are already  members,46 new payroll deductions,1 blast off Club,2 holiday clubs,1 vacation club,9 check. Applic.(3 rd shift)
Carol and Belinda attended too.


Description:
Sherri Bowman, Kelly Cozart, Sue Darby, Melody Garcia, Elizabeth Goliber,Brack Morton, Anya, Edma Smith, Sheila Taylor, Carol and I visited first and second shift employees. We saw approx 250 employees. We opened 182 new memberships, 4 kids clubs,17 holiday clubs, 2 vacation clubs, 31 checking accts, 193 payroll deductions. We also received multiple loan apps, Visa and safe passage referrals.


Description:
Planned and executed an enrollment event for their 3rd shift employees from 12:30 am until 3:40 pm. See previous acitivity for results.


Description:
Planned and executed an enrollment event for the 1st and 2nd shifts of this company. Results are listed on a previous report.  Premiums used at these events were: pens/popcorn/lipbalm/retractable badge holders. Purchased a $50. Gift card from Village Tavern for Tony. Mailed this, along with 2 coffee mugs (one for Kelvin Brown who requested it), and 1 for Tony. 
Told Tony that I would provide an update on activity after a few months. Note in my calendar to followup.


Description:
Received a call from Tony Snyder who requested that we provide a copy of payroll deductions. I left Tony a message that as soon as all payroll ded. Forms were input, I would deliver them to him (probably the week of March 3).


Description:
Received a call from Angie M. Who said that this company would not process pyroll deduction electronically and that we needed to assign a payroll group number. (Marlene assinged number 55 for this group.) Tony has apparently created a spread sheet to use for payroll processing until electronic processing is available.


Description:
Mailed Tony a copy of their company's profile with a note that we are pleased with 212 members but that we would like to see the deposit balances and the loans grow.


Description:
Visited with Tony when he attended our SEG Luncheon. This is his first visit to Westbrook but he said that he would be using the Whitaker Square Office when it is open. Tony is pleased with AFCU.


Description:
Called Bill Merrifield Sr. VP, to see if a decision had been made regarding affiliation. Bill turned the material over to Mr. Ben Sutton, Sr. who handles HR issues. Mr. Sutton is currently in California. His son, Ben Sutton, Jr. is very ill and Mr. Sutton is involved with that. Bill suggested that I send another package to Mr. Sutton for his consideration. He does not know if the previous package was even looked at or if it was nixed by their president. I mailed another package and a follow-up letter today.

Company:
ISP (International Sports Properties, Inc.)


Description:
Received a telephone call from Angela Adams who said that they are interested in affiliating. I called her to set an appointment for Friday, Sept. 13 at 2:30 pm.


Description:
Called on Angela Adams and Ben Sutton, Sr. Mr. Sutton sits on the board and is Supervisory Chairman of Truliant FCU. He was very gracious and extremely interested in AFCU. I gave him a sample letter in the package I presented and he said he would work on this immediately. He will also complete the Factors to Consider and return both of them to me the week of Sept. 16. He talked passionately about the virtues of credit union membership and said he would be happy to announce this affiliation with his employees. They have about 10 or so who live and work out of state. He indicated that he would allow us to do a mailing to those employees. I told him that if I received his letter next week that there was a possibility that our board would approve this at their October meeting. 
Mr. Sutton has a son, Ben , Jr. who heads up this company but spends a lot of time on the road. He mentioned a daughter and he also had a son who recently died. 
They have purchased the house right behind their office to use primarily as a studio for their broadcasts.
This was a very interesting meeting and both were extremely pleasant. I look forward to working with this company.


Description:
Planned and attended an enrollment event along with Karen Morgan where we saw 17 of their employees with the following results: 5 new members/4 checking applications/1 Holiday Club/ and 3 new payroll deductions. Several employees expressed an interest and will join via mail or on-line.


Description:
See Carol Knouse's notes re: our visit. One of the new members wants a car loan right away.  The call center will assist him.-KM


Description:
No response from company or further response from Roger Gough. Consider Lost.


Description:
Received email from Ms. Johnston who requested information on AFCU. I prepared packaged and mailed today. Will followup.


Description:
AFCU former employer, Reggie Gentle, emailed me to refer his church. I called Tim Gerber that Reggie had recommended I call. Tim said that the previous package was mailed to Ms. Johnston's home address. I have mailed an additional package today.


Description:
Left a message for Tim Gerber to call me. If I do not hear from him this week, mark as a Lost account.


Description:
Received a call from Teresa Carter requesting information on affiliation. Mailed package of information.


Description:
No telephone listing for this group. No follow-up possible without names of doctors in practice.


Description:
I left a message for Mylessa Allen about an enrollment (06-04-2003)


Description:
4/10/00 I called Sue before delivering a SEG packet to her. I will call her in a week.


Description:
6/12/00 I have an appt set with Kevin Tuttle for 6/15.  Today is his first day on the job. At interview I will verify the number of employees; his title; etc.. The information in file references 12 employees.KM
6/15/00 I met with Kevin Tuttle. He is the Director of the business.  He said there are 25 to 30 employees on staff.  Claire Bridge is owned by Alterra of Wisconsin.  So, the employees that work out of this location could be eligible to join RCFCU. He mentioned that there are other locations in Greensboro, Hickory, & Charlotte.  There are 450 total locations nationwide.-KM


Description:
8/4/00 Kevin himself is sold on the CU. His employees are not.  He said they are paid very little and just make it day to day.  The corporate office is offering 401-K and some other financial services-which he could not fully describe.  The employees are interested in that and not RCFCU.  I mentioned to him that if this changes to let me know.-KM


Description:
6/12/00 Appt set for 6/14.  Mrs. Mack is a RCFCU member.-KM
6/16/00 I mailed a follow up letter to Mrs. Mack.  She said that they do not offer direct deposit or payroll deduction.  She noted that many employees do not have checking accounts.-KM


Description:
7/7/00 I called Jennifer Mack.  She said that they are not interested.  I asked why?  She said that they are just not interested.  There has been some press lately about the company being out of compliance with regulations.  I advised Jennifer that if they reconsidered, to contact me.-KM


Description:
6/12/00 Dee Smitehrman advised that she had called us last week relative to setting up a certificate account on behalf of the WS Foundation.  She sounded as if she was anticipating my call.  She advised that the director said they would be unable to join.  They wish to remain neutral as they are a community based non-profit organization.  She thought that they had been approached in the past by other CUs.  She did say that they would keep us in mind should anything change.-KM


Description:
Ike Keener informed me that Scott Weirman is now interested in joining AFCU.  Ike thought a package had been mailed out to them.  On following up with Scott, I wa sable to make an appointment for 9/24/01.  He wantes some materials to present to his budget committee in November.  This sale is likely to take until December or January to close if they decide to pursue it.-KM


Description:
I met with Scott Wierman today.  He mentioned that Cathy Pace has spoken with someone on his staff/board. He and Ike Keener had conversed about the affliation and I went over the products and services and family discounts and membership guidelines with him. His board meets in November.  I will check with him after that .-KM


Description:
I called to talk with Scott to confirm the meeting for 3/26.  Scott was unavailable and I was able to talk with Helen who confirmed that they are expecting AFCU.  She stated that all employees would be called into a conference room for the presentation.  Traci will accompany me to the enrollment.    

I talked with Karen and was able to confirm that she does plan to have a drawing and that we should take doughnuts.


Description:
I stopped by to give Dee Smitherman eight new membership packets and one of the paper clip holders as a thank you for allowing us to come out and conduct the presentation and information session for the staff.  She stated that the employees were very excited about the benefit.  She stated that the payroll representative, Betty Johnson is confused as to how to establish payroll deduction for the employees.  I gave her Brooke Dahl's name and advised her to call our local number.


Description:
Traci Tullos and I conducted an information and enrollment session for the staff.  We saw a total of seventeen employees, two are currently AFCU members.  We received thirteen completed new membership applications, four Eagle Plus Checking Accounts, one Eagle Checking, one Holiday Club, three Access Teen accounts, and one Blast Off Club account.  

Premiums:  Krispy Kreme doughnuts, pens, popcorn, and a drawing for a $10.00 Lucky 32 gift certificate.


Description:
Received a call from James Garr at this company who wanted 2 employees from a support organization :Neighbors For Better Neighborhoods to affiliate with AFCU. I suggested those 2 individuals join HLPT in order to join. James said they should both be members of the HLPT anyway and that he would handle that issue. I advised that they could visit any financial center to join the HLPT and AFCU.


Description:
6/12/00 I called Southfork Assisted Living in Winston-Salem. Donald Taylor advised that they are part of a company HQ'd in Rochester, NY.  He also said that the employees very much wanted this benefit.  It is his understanding that the corporate office is seeking to establish a relationship with a CU.  There are a total of 16 or so locations in NY and NC combined.  Per Sue Potter-Tuma there are 6 locations in NC. Mr. Taylor advised that the employees are paid out of Rochester.  The NC locations include; WS, Mt. Airy, Hickory, Charlotte metro area.  The name of the Executive Director in WS is Virginia Smith.  The local number is 768-9708. Mr. Taylor estimates there are 60 employees of the business in Mt. Airy and 120 in the Hickory-Charlotte area.-KM


Description:
7/3/00 I left v. mail for Sue Potter-Tuma that we would be able to serve the WS & Mt. Airy locations of DePaul.  We would be able to serve the Hickory & Charlotte locations at a later date.I asked that Sue call me back re: status.-KM


Description:
7/6/00 Sue Potter-tuma called to say that she will be forwarding the letter of reqest to join RCFCU on behalf of the employees of DePaul who work in WS and Mt. Airy.  She asked about Hickory, Hilderbrand, Denver and Lincolnton offices.  I advised her that once we expand in that area we would be able to consider these additional locations.  These are future leads.-KM


Description:
The sign-up session was held for this group.  Cathy Powell, Frances Campbell and myself signed up 17 of the 18 attendees.-KM


Description:
I assisted Cathy and Karen with new employee signups for the staff.  I did talk with Virginia Smith who is the Adminstrator about direct deposit.  She has requested that we fax to her a copy of the form for  those who requested direct deposit.


Description:
I called Virginia to talk with her about direct deposit and payroll deduction.  She gave me the name and number of Sue Potter-Tuma who can be reached at 716-426-8003, ext.  3103.  The person who is in charge of payroll for this group is Joyce Brown.  Any changes to payroll needs to be in place by 12:00 noon on Fridays, the payroll is processed on Mondays.


Description:
Participated with frances and karen on the initial sign ups.  Saw 18 and 17 signed up. - cp


Description:
Called and left message for Viriginia, I would like to meet her and possibly schedule sign-ups.


Description:
Judy Puckett will be the administrator at South Fork Assisted Living.  She is currently working at the Twelve Oaks location.  She wants to hear more about AFCU and sounds excited about this benefit.  Her title may be HR Manger.  We need to clarify this.  She can be reached at 336-786-1130.  Frances will contact her.  Afterwards we can update the profile screen.-KM


Description:
Bob Cain, the Administrator, attended the Annual Sponsor Company Luncheon on May 22nd.  He completed the annual sponsor company survey.


Description:
Received a voice mail from Erin Will ? Who requested that we mail 50 packets of information to the local administrative office to the attention of Cathy Burks. Erin said not to make Cathy our contact since everything runs through the NY corporate office. Mailed package of 50 today.


Description:
Visited briefly with Bob Cain who is fairly new to this facility. He wants to know more abour AFCU and requested that we come onsite to do an enrollment for this staff.


Description:
Belinda Wilson, Keen McHugh  and  Anya Pacyga  went to Enrollment .We are saw 26 employees(5- current members) with the following results:  9 new members,7 checking accounts,3 Holiday Clubs,9 payroll ded,3 direct deposits,several car ref.
Contact person for payroll is Nancy Kegresse. She is an Admin Asst. She said all payroll is done in the New York Office. Her phone number is 768-8828 and her fax is 768-0607. They are paid biweekly on Fridays. June 6 is their payday.


Description:
6/13/00 Per Ike Keener, this is a spin off company from RJR.  I contacted Caroline via e-mail.  They want to join.  I faxed a sample letter of request to join RCFCU to her on 6/13. Will await their letter to obtain the address, etc..-KM


Description:
7/10/00 Caroline e-mailed that the letter will be sent in the last week of July.-KM


Description:
8/17/00 Maurie said that things will be finalized soon and we can expect the letter next week.-KM


Description:
participated with karen for intiial sign up.  This was not a sign up.  Maurie had it planned for us to speak.  They were going over all the benefits for 2000.  Saw apx 23.


Description:
Mauri Hodges was not aware that this was a session for actually signing up employees for RCFCU membership. Cathy Powell and I presented information to this group of 23. Targacept was having back to back meetings and we did not have an opportunity to obtain membership applications.  We encouraged them to complete the apps and to deliver them to the Whitaker Park branch. We also encouraged them to visit our website and sign-up on-line.-KM


Description:
12/4/00 Neely Fix wanted information about Targacept.  I relayed basic information about who she needed to contact and where they are located and what their type of business is.-KM


Description:
I was able to meet Mauri Hodges and deliver the holiday premium.  Mauri's office is located on the 2nd floor of Building 611-1.


Description:
I left a second message for Mauri asking for a sign-up session. Also, when I met with TransTech on Mendenhall Oaks Parkway in High Point, the HR Manager said that Targacept is building in that office park.-KM


Description:
Denise White is planning to do a presentation for Safe Passage to this group eventually. Mauri said that most people on staff are happy with their financial institution and that those employees who were already members via RJR should be in our count.  She prefers to wait until June to do another sign-up.  She anticipates that they will have 10 new hires by then..  Carol Knouse had information that they will eventually employ 400 people.-KM


Description:
Angie Mahaffey received a call from Karen Hicks stating that she needs 15 new membership packets.  I talked with Karen and asked if it would be possible for us to schedule a re-enrollment for the employees.  She stated that this is not a good time due to an upcoming board of directors meeting and several employees are out traveling on company business.  She stated that I should call her after July 16th when I return and that we will schedule the re-enrollment at that time.


Description:
I sent Karen Hicks 15 new membership packets through RJRT company mail per her request.  Internal mail items should be addressed to:
Karen Hicks
Targacept
BGTC  611-1


Description:
DID NOT CALL DUE TO FRANCES AND KAREN MAKING CONTACT IN JUNE WITH NEW MBR PACKETS.


Description:
6/20/00 Cheryl Swaim requested confirmation of this business as being one of our SEGs.  Carol Knouse advised that she had signed this group up 15 years ago.  Carol checked her reference material and noted that they did come over with the merger with CMCU. I called them to confirm their name, etc.. Their name is The Children's Center For The Physically Handicapped.  The entire name would not fit it the field on the profile screen. They have a DBA of Association for the Physically Handicapped. Patti Reavis is the Vice-Principal of the center.  She would schedule any staff meetings and information dispersal.  Robin McKeown is the payroll & bill paying staff employee.  Patti will return the week of July 4th.  I have requested that Frances Campbell contact her afterwards.  I have advised the receptionist that they may receive mailings from us before we meet with Patti or Robin.  I explained that they are under our field of membership due to the merger and we realize that they are also served by SECU.-KM

Company:
The Children's Ctr for  Physically Handicapped


Description:
Stopped by to bring Robin McKeown a packet of information.  I talked with the Director and discussed differences between RCFCU and state employees credit union.  We also discussed hw they became part of RCFCU.  Robin out until 6/26. - cp


Description:
Lisa Southard and I stopped in to deliver the holiday premium.  Patti Reavis had left to go to the bank.  We were able to talk with Mike Britt who is the school's principal.  Mike was very complimentary of the credit union.


Description:
Lisa and Frances delivered the holiday premium.  We were not able to see Patti.  We did talk with the school's principal, Mike Britt.


Description:
I called to talk with Patti Reavis to schedule an appointment for a visit.  Patti is out of the office until Monday, January 22nd.  I left a detailed message including my name and number and a request for her to return my call.


Description:
Patti Reavis returned my call and provided me with updated information on the school.  She stated that their building is private but the school is governed by the rules of Winston Salem Forsyth County Schools.  The employees of the school are state employees and are eligible for membership in State Employees Credit Union.  Patti stated that in order for us to come out and conduct an employee information and signup session it would have to be approved by the WSFCS Central Office.  She stated that she would call the office and would call me back with the response regarding an onsite visit.  She is a member of the credit union and is pleased with the service that she has been receiving.


Description:
Belinda Wilson, Katonya Eccles, Marlene Simmons, and I assisted the staff with their move into the newly expanded classrooms.  We helped to set up the rooms, unloading and cataloging supplies and equipment that will be used by the teachers and students.  I did meet Nancy Reavis the Assistant Principal.


Description:
SPOKE TO SHERRY PATTI WAS OUT OF THE OFFICE I TOLD HER WHY I WAS CALLING SHE SAID SHE WOULD RELAY THE MESSAGE TO HER.


Description:
I stopped in to deliver the holiday premium for Patti Reavis.  Patti was out of the office.  The gift was left on her desk.


Description:
I talked with Pat Payne about the dissatisfaction that was experienced by Patti Reavis when she and her husband refinanced their home through AFCU.  They were required to pay $7000.00 out of pocket expenses at the time of closing.  Pat, the loan officer in charge of the loan, and the closing specialist will meet and discuss if there was a miscommunication between the members and our staff.  The other issue to be addressed is did we loan them the appropriate amount of money.  Pat stated that she has already talked with Patty and that she plans to call her back after the meeting and should be in touch with Patti no later than Wednesday of next week.  She suggested that we do not pursue this any further until she has had a follow-up conversation with Patti.


Description:
I called Patti about letting employees know about AFCU and their services. We scheduled an enrollment session at their staff meeting. They will have 40 employees in attendance. We will bring fruit tray at 8:00 and then speak about 8:20-8:30. The employees will have extra 15 minutes to sign up if they are interested. February 24th.


Description:
I and Sue was an enrollment .Talked with approximately 17 individuals. Staff did not have enough time tosign up.The majority of the staff had to rush out to get to their classrooms due to the children arriving. Individuals who took material planned to come back to afcu financial centers this week. We have 3 new members,1 checking app,  5 car loan refil,1 home eq.refil.


Description:
6/20/00 I talked with Ed Colhoun by phone.  He mentioned that his mtg is here.  I will drop off a packet at his office.-KM


Description:
Received a call from Scott McKinney, the new Controller. I have changed his name in SEG MGR  He verified the number of employees as 22. Their payroll is processed by ADP.


Description:
Their office is within the Ausburg Community center, parking is in ther rear of the building.  The bulding has an intercom to enter.  I left a package.  There are other agencies within the building.  ABCD-Great Beginnings, ACME-Association for couples in Marriage Enrichment, Meals on wheels, Winston Salem Churches Ministry.

Company:
Assoc. for the Benefit of Child Development


Description:
called to followup with mari jo winkle- she was out of the office and the receptionist gave me her direct line. - cp


Description:
called to followup with mari jo.  I left  a message on voice mail. - cp


Description:
receptionist, sherita bell, called on mari jo's behalf.  She said they are interested but timing is bad.  They will be in touch with me soon. - cp


Description:
talked to sherita Bell at abcd she works with mari jo winkle.  Sherita said that mari jo is still very interested and she will try to have her get back with me today or tomorrow as to a time frame of signing them up for rcfcu. - cp


Description:
talked to mari jo winkle.  She said they are very interested and need to discuss with her board of directors.  They meet on the 15th of august and she will get back with me then.  - cp


Description:
ta;le with mari jo and sue bridges and they sent a letter in. - cp


Description:
Met with Sue Bridges and Mari Jo Winkle and we have a letter of acceptance from them.  They are ACH payroll and are 15th and last day.  Average income $19,500, ave. Age. 30-35.  Cp


Description:
Frances Campbell and I held a sign up session at this agency.  13 of 13 recorded.  2 of the 13 are members and we added a children's account. 14 accounts total out of 13 seen.  Others who were unable to attend will go to the branch.-KM


Description:
Karen Morgan and I conducted a signup and information session for the employees.  We saw 13 employees and opened 14 new accounts including one Blast Off account.  The employees were very receptive of the information and asked questions.


Description:
I stopped in to visit with Sue and to drop off the holiday premium.  She stated that things are going well.  I also saw Cindy who had called earlier requesting new membership packets.  They will be hiring four new employees at the beginning of the year.


Description:
Frances and I stopped by so that I could meet them. We visited with Cindy Webb, Administrative Assist. And Sue Bridges, Payroll Admin. We left packages of material with them and verified the number of employees as 28. Both are happy with service.


Description:
Sue Bridges called to see how she could find out her PIN number for her ATM card. I advised her to call the Member Call Center.


Description:
went to see if I could talk to blanche pearsal.  She was not in.  I left a package and my card. - sp


Description:
have been unsuccessful in reaching blanche pearsal.  This is a temporary agency with 10 employees and recomeding to move to lost file - cp


Description:
Went to visit David Harold but he was not in.  I gave packet to receptionist.  She said she was definitely interested and would leave the packet on his chair.  She also said she would personnally talk to him. - cp


Description:
talked to david and he is going to talk to his staff on Monday about interest.  He also mentioned having to check with the charlotte diocese. He said he would follow up with me on Tuesday. - cp


Description:
david called back and said he had talked with the charlotte dioces, bill weldon, cfo.  They told him to sit tight they were lookin gat several different credit unions and would like to go with just one credit union for all locations.  He asked me to contact him after labor day. - cp


Description:
Saw company on the back side of Piedmont center, where the league is.  I have spoken to Buzz in HR and he said they do not have a credit union and they may be interested, he is.  He said the person I need to talk to is Bob Stout and he was not in but Buzz would give him my name and number, - cp


Description:
talked with bob stout and he asked for me to send literature and survey. He said personnaly did not know what a credit union is. - cp


Description:
talked with bob to see if he had had an opportunity to review the packet.  He was out last week with surgery and just back today.  He said he would review this week and get back with me.  - cp


Description:
left message for bob stout with the receptionist. - cp


Description:
talked to bob and he was honest in saying he still had not reviewed the material.  I suggested meeting with him and he said to follow up with him next week. - cp


Description:
Cintas has a credit union from their corporate office, cincinnati central credit union.  Tlaked about using a local creidt union.  Will discuss with carol and possible follow up.  Darla was on vacation. Talked with receptionist. - cp


Description:
talked with darla and they are very happy with their credit union.  It is through their coporate office in ohio.  Moving to lost file - cp


Description:
6/26/00 Diane Blount said that they are not interested and that it would require more time.  She said that she is already overworked.  She does not want to go to the trouble of taking more time to do something that no one is interested in.  I asked if I could check with her in 6 months.  I believe that it would help to go ahead and send surveys to her and stress the ease of payroll deduction.-KM


Description:
9/22/00 Since the implementation of the new guidelines regarding payroll deduction and direct deposit combined with this office manager's lack of interest, I am marking this as a lost account.-KM


Description:
called and left message on voice mail for "Tim" in HR.  His voice mail said DMG which is another new lead Delmac mmachinery Group which is next door. - cp


Description:
phone is answered delmac machinery.  Tim is on vacation. Will call back-cp


Description:
Left another message on voice mail for Tim.  - cp


Description:
talked to tim horkey and he would like a package.  Frances is visiting spectrum lab in the area and will be dropping off a packet.  Will follow up in 1 week. - cp


Description:
I delivered a sales packet of information for Cathy Powell.


Description:
this group is the same as delmac machinery and I have made several attempts to follow up with time horkey and have been unsuccessful therefore I am moving to lost. - cp


Description:
Left message on voice mail for tammy, she is on vacation and will be back on 7/17  they do not have a credit union - cp


Description:
talked to tammy and she was rude.  Said they are not interested and hung up on me.  Recommending to move to lost - cp


Description:
left message on voice mail for sylvia reeder in H.R. - cp


Description:
talked to sylvia, she was handleing switchboard and had lost my message, glad I called back.  She said she would call me as soon as she got off the switch board. Cp


Description:
talked to sylvia and we are metting at 2:45 today. - cp


Description:
visited with sylvia.  She is  a member of rcfcu.  She has been with the company for about 1 year and came from funiture land south who has members credit union.  She likes rcfcu better.  The company was started with capital from tatum toomey and whicker, an ad agency, in greensboro.  They have been in business since 1993.  They do photography for furniture catelogs.  Have grown from 2 employees to 70 in 7 years.  Have 2 large facilities beside each other.  Employ carpenters, painters, set designers, etc.  Sylvia will be checking with the owners and I am to call her in 2 weeks.  They do not have ach payroll and have hourly and saleried employees,  They are paid the 15th and last working day for the hourly and last working day for the saleried.  - cp


Description:
left another message to see if they had made a decision. - cp


Description:
talked to eric rapese and discussed locations.  He was discouraged that we do not have a branch in greensboro or high point.  I pointed out that we have a branch sloted for k'ville.  He said he would discuss further with syvia and the president and would have sylvia get with me then.  - cp


Description:
talked to sylvia reeder and because we do not have a location close by - greensboro- they do not want to offer at this time.  I mentioned the kernerville office and she said to keep letting her know as others close to their office open.  Moving to lost file - cp


Description:
7/5/00 I met with Amy Reid at her home. She is uncertain of the total number of employees. There are more than 100, probably around 200.  They have several locations: Shelby, Hamlet, etc.  Several locations are in small towns.  They do have direct deposit and payroll deduction. All employees are paid out of Winston Salem. I e-mailed her a thank-you and a survey.  I will check with her in a month to learn the results.-KM


Description:
8/14/00 I left a v. mail for Amy to call me back.-KM


Description:
8/17/00 Amy Reid sent an e-mail to me saying that she is still working on the offer to join RCFCU.-KM


Description:
I discussed this with Carol Knouse as there has been some adverse press lately on Diversified Senior Services.  Since it has been some time since our last contact with this company's representative, I am marking the account as lost.-KM


Description:
7/6/00 I met with Lisa Brown.  Her father is a employee of RJR.  She is not a member.  She definitely likes the idea of the CU.-KM


Description:
Spoke with Lisa Brown. Signups scheduled for Tuesday, Sept. 21 at 12:00. We can present while staff eats. Then begin signups and stay until all have had a chance to join. TAKE DESSERT! They are paid monthly, usually on the last day of each month.


Description:
9/19/00 Lisa requested that we reschedule for October 4th.-KM


Description:
10/4/00 Cathy Powell and I held a sign-up session for this group. 6 of the 12 seen signed up.-KM


Description:
visited for initial sign up.  Saw 12 and signed up 6. - cp


Description:
I talked with Lisa Brown of this office.  They are going on their summer schedule and they do not take lunch. They will be unable to have us back until September.  It's okay to call her in August to arrange this.  I told her that Belinda Wilson may stop by to introduce herself and to discuss any new products, etc. of ours with Lisa directly.  Hopefully, she will spread the word.-KM


Description:
Called to see if Mark Shehan would be attending the luncheon. He cannot attend.


Description:
Faxed information for newletter to Debbie. I also contacted her regarding the summer benefit fairs and when I could come and give out information to her staff. I had called her on May 3 and left a message. This is a follow-up.


Description:
Dr. Lofland died during December, 2002. I called Lisa Brown today to have her fax to me a formal notice of their name change.
Also I discussed an enrollment event and verified that they have 17 employees. Event is scheduled for March 6 from 11:00 - 1:00.
Send posters


Description:
An eneollment (03-06-2003),sow 11 peaple(7-current members) with the following results: 4 new members,1 payroll deduction,1 holiday club, 2 visa appl.,1 home eq ref.,1 personal loan,2 safe passage ref,


Description:
7/6/00 Tonya Mayes said that they are not interested in expanding their employee benefits.  However, if I would like to send some information to them for reference-that would be acceptable.  This is ambivalent.  I am marking this as a "lost" account.  I will file as a future follow up in case they decide differently.-KM


Description:
7/6/00 I met with Tammy Jones and went over the package with her.  She said that when they are fully staffed, they should have 85 employees.  This location is part of a chain that is headquartered in Richmond, VA.  The home office allows each location to select its own CU. Tammy said that the Greensboro location is closer to Burlington.  They also have locations in Concord, Charlotte, Wilmington and Ft. Mill, SC.  They have several other locations too.  The other locations in the Charlotte-metro area are future leads.-KM


Description:
7/26/00 Tammy was not there.  I left a message for her to call me back.-KM


Description:
8/14/00 I left a message for Judy Bolehiest (spelling?). She is the new director.  Tammy is longer employed there.  I left a v. mail for her to call me back.-KM


Description:
10/9/00 I set an appt at 11:15 with Judy re: having the company affiliate with us.  She is already a member.  Tammy, the previous administrator did not leave the SEG packet for Judy to review.-KM


Description:
I met with Judy  Her employees live paycheck to paycheck and have not had checking accounts.  She wants us to have a training session for this and to educate them about credit in general.  I offered that we would talk with them individually about any concerns they have.  Judy was going to Richmond, to their home office and hopes to have the letter for me shortly.-KM


Description:
I have decided not to pursue this company for affiliation with AFCU due to the lack of interest.-KM


Description:
7/11/00 I visited with Jim Yoran on 5/17 & reviewed our products and services. When following up today, he agreed that a survey may be beneficial.  I mailed surveys.  I will check with him in a month.-KM


Description:
8/18/00 Jim is out of the office until 8/21.  I will call back then.-KM


Description:
9/25/00 Jim called to say that the store will pass on this offer at this time.  However, he will keep us in mind if they decide differently in the future.-KM


Description:
7/12/00 Judy Briggs sounds interested.  She wants to survey her staff first before pursuing.  I have forwarded the survey, etc..-KM


Description:
8/4/00 I left a v. mail for Judy Briggs to call me re: their decision on joining.-KM


Description:
8/16/00 Judy Briggs said only 4 people are interested.  She will keep us in mind as the staff grows.  I called her back to let her know that I would be happy to come by during a lunch hour to give the staff information about our credit union-if she wanted me to. I am waiting to hear back from her.-KM


Description:
9/22/00 I have not heard back from Judy Briggs. I am marking this account lost for now.-KM


Description:
called company and they are happy with choice creidt union - cp


Description:
I was reading the 3/9/2001 issue of TBN and noticed this company.  I was unaware that Cathy Powell had contacted them in the past. I checked our directory first before adding them as a new lead and found that they were already on the list.  I updated the information on the profile. I met with Ann M. Long, the GM of Administration and also, Dawn Cardwell the HR Group Leader.  Both are members of AFCU and have family histories of relatives having been employed by RJRT.  They mentioned that their CEO's wife is a VP with RJRT.  If they pursue affiliation with us there will be an overlap with Choice Federal CU.  I do not think that they have more than the one financial center in Greensboro.  I also think that they outsource their mortgages,etc.  Ann mentioned that the staff on the whole is paid in the range of $10.50 an hour and the company pays 100% of insurance costs and provides uniforms, etc.  They employ many Hispanics.  They brought up they fact that they would like to have seminars for the staff.  They need Spanish speaking people at the sign-ups. They offer direct deposit but not payroll deduction.  Brooke Walsworth called the company to speak with Dawn.  Dawn prefers to find out if they will indeed affiliate and then discuss payroll with Brooke.  Brooke is aware that they may need recurring transfers. Ann said the staff has insurance needs.  I promoted Safe Passage, LLC, etc. Ann also asked whether we had a video that employees could watch at their employee orientation. I advised her that we did not but that we would be able to furnish her some written information that they could add to their employee handbook.-KM


Description:
We received the letter of request to join and the factors to consider.  I e-mailed Ann Long re: the need for the overlap letter.  She is aware of this and will forward it once it is received by her.-KM


Description:
Ann Long will forward letter from Choice Federal next week.  I will follow up with her regarding an addendum. - KM


Description:
I talked with Anne Long about the pending employee signup and information session.  Anne stated that they are currently experiencing some budget concerns and the president of the company does not want to pay employees overtime for us to roll out this new benefit.  She stated that they are a Japanese company and anything that would interrupt the production process is not being encouraged at this time.  She stated that they are in the process of changing their employee benefits and will be required to have a mandatory meeting to discuss the changes.  She would like to add us to this meeting.  The date for this meeting has not been set, it will probably be sometime in September.  She asked if we could mail information to the employees and I told her that this is not very effective.  I asked if it would be possible for us to set up in breakrooms or conference rooms during lunches and breaks to relay information to employees.  She stated that she would have to ask the president and would get back to me.  She did state that if we wanted to do a mailing that she would provide the labels with the names and addresses of the employees.


Description:
I called to speak with Ann Long and was advised that she is no longer with the company and that they have downsized to 400 employees.  The lady that I spoke with, (I did not get her name), said there would not be any on site opportunity.  I then mentioned that we would like to do a mailing.  She said I would need to talk with the new CFO and Human Resource director, Chris Wilson.  I am to call him next week.-KM


Description:
I left a message for one of the HR Reps on her voice mail. I asked that she call back.-Km


Description:
I left another voice mail for Chris Wilson asking hime to please return the phone call. I would like to introduce him to our products and services and find out how we can market to his employees.-KM


Description:
Mr. Wilson called last week.  He said that he is a member through his wife's employment via RJR.  He is a proponent of AFCU and is willing to promote us to his staff. He did not seem too keen on their other credit union.  He seems agreeable to a mailing.  I've mailed him a sample letter, Membership Brochure and Rate and Fee Schedule.  We are hoping to get the mailing dealt with shortly.  After that we are planning on-site visits to their facility in Pine Hall on  October 23rd & 24th.  This is to be confirmed.  We will have to work around their shift structure.-KM


Description:
called for hoyt again and he was out of the office , left message with recepionist. - cp


Description:
9/26/00 I left a message for Hoyt's receptionist to have him call Cathy Powell re: affiliation with RCFCU.-KM


Description:
Frances and I dropped; by so that I could meet Rob Monroe and his wife, Sandy. He was very pleasant, said he and his employees enjoy the services provided by AFCU. I requested an employee listing and he gave me one immediately.


Description:
7/26/00 I talked with Susan Johnson of HR.  I had called a person in their Safety department a few months ago. He was to have brought the idea of joining RCFCU to the attention of the owner. I had not heard back so I followed up.  Susan prefers to have information sent to her.  She will then refer it to the owner.  The have four business entities-1)driving trucks, 2)leasing trucks, 3) brokerage trucking, 4) and payroll service.  She asks that we check back in 3 weeks.-KM


Description:
I voice mailed Susan Thomspon to ask her to call me back re: their decision.-KM


Description:
Susan Johnson will bring this up to the company president again.  I discussed our name change and our web site.  She said that the co. president was with McLean trucking and is familiar with credit unions. Members CU. She will call me back.-KM


Description:
I talked with Jason Smith, the office manager.  He did not have our package.  He j ust had my name and web site for AFCU. It seems our package of information did not get to him.  He asked that I send the information to him to review first.  I will call him in 2 weeks.-KM


Description:
I left a message for Jason Smith t call me re: the status of their decision.-KM


Description:
7/27/00 I visited with Scott Poindexter and Mark Stuemke.  They are interested in this benefit.  The practice has other locations and names. I do not know the total number of employees.-KM


Description:
9/7/00 I talked with Scott Poindexter.  He has indicated that the doctors at the practice are in favor of affiliating with the CU.  However, he and Mark want me to give a presentation to the staff at 6:30 am on 9/21. They do not want to send in the letter of request to join until they are sure about the staff's level of interest.-KM


Description:
9/21/00 Carol Knouse and I conducted a sales presentation for this group of employees.  We distributed a written survey.  The staff does want to join.  I will be in contact with Scott Poindexter.-KM


Description:
9/26/00 I picked up the remaining written surveys from this group.-KM


Description:
10/3/00 I left a message for Scott Poindexter to let him know that the surveys were favorable and indicated that the staff would like to join RCFCU. I asked that he forward the letter of request to join.-KM


Description:
10/9/00 I placed another call to Scott Poindexter. I advised that they would be forwarding the letter of request to join. I had to fax him a sample letter as he was unable to quickly locate the SEG packet.-KM


Description:
10/12/00 I talked with Scott Poindexter.  He said that they plan to go ahead and affiliate.  I am faxing the sample letter to him.-KM


Description:
10/13/00 Scott Poindexter will forward the letter-KM


Description:
I delivered a holiday premium for Scott Poindexter.-KM


Description:
Cathy Powell and I conducted a signup for the staff.  We saw 26 of the 27 employees that we saw have completed membership applications.


Description:
Scott called to find out how many employees signed up on Friday.  He has spoken with the Office Manager to see if they can initiate payroll deduction through ADT.  He wanted the number so that he would have a guesstimate for ADT as to how many people would be using payroll deduction.


Description:
Mark Stuempke called and requested a copy of the list showing the names and account numbers of all employees who are credit union members.  I told him that I would forward his request to Brooke Walsworth.  

I emailed Brooke on Tuesday morning asking her to forward this information to either Mark Stuempke or Scott Poindexter.  Mark's direct number is 765-6312, his fax number is 659-2379.


Description:
Mark Stuempke called again wanting to get his member number for deposit purposes.  He informed me that he will be handling confidential payroll and that Scott Poindexter handles the payroll for all other employees.


Description:
Delivered supplies. Since this does not count as a visit, I am listing it under "incoming".-KM


Description:
Amanda Hoppers and I conducted an information and signup session for the employees at the Kernersville location.


Description:
I called Scott to obtain his email address for a marketing promotion that will be launched later this week.  I left a message on voicemail.

Scott returned my call and stated that they just received email last week and it is currently not working.  He will call me and give me the address when it is operable.


Description:
Scott called to give me his email address, it is s.poindexter@forsythradiology.com.  He stated that periodically it would be okay to send information via email regarding AFCU promotions.


Description:
Mark Stuempke came to my office and returned the Letter of Understanding. He also decided to open his checking account (joint with wife). I took him to the Plaza office and Randi Hester opened the account. Mark invited us to do another enrollment sometime soon. I also introduced him to Dave Solomon of Safe Passage.


Description:
I updated SEG Manager with information from the sponsor company survey.

Scott Poindexter stated that he is willing to have an on-site Credit Union Day event once a year, preferably during the spring or summer.  He is receptive to special seminars and will allow a representative on-site twice a year.  .


Description:
I received an email from Scott stating that he needs 25 new membership packets.  He currently has materials with the RCFCU name on them.


Description:
I delivered 25 new membership packets to Scott.  I also asked if it would be possible to schedule a reenrollment for December 2001.  He stated that he would like that and he belieives that it is more effective when we discuss the benefits of AFCU.  I told him that I would call him on Wednesday, October 24th to schedule the reenrollment.


Description:
I talked with Scott Poindexter and he told me that they have bought a practice in Iredell County at Davis Hospital.  This location has six employees.  I told him that I would be back in touch to get the name of the office manager of this location so that an onsite visit can be scheduled for the employees.  He stated that the staff here at the Winston office has remained constant.  He is very interested in our new facility and is looking forward to the open house and the sponsor company luncheon.


Description:
Scott Poindexter attended the Annual Sponsor Company Luncheon and completed the sponsor company survey.


Description:
Received an email from Scott regarding packets. Requested 25. I emailed him to consider a date for another enrollment. Waiting for response.


Description:
6 sessions scheduled for emrollments. Jan 30 from 2-3 and 3-4 at Maplewood location. Jan 31 from 11:30-12:30 and 12:30-1:30 at Kernersville 2-3 and 3-4 at Greystone Imaging. We should see 75 on the 30th and 30 total on the 31st. Premiums are popcorn, pens and therm. Drawing for six WalMart cards@10.00 each.


Description:
Received an email from Scott relative to the upcoming enrollments. I replied with details and also asked him about meeting with a SF Group representative to discuss group benefits.


Description:
Planned and executed 2 enrollment sessions for employees at Maplewood with the following results: Saw 45/24 were current members/signed 2 new memberships and 2 checking applications. Drawings for 2 $10.00 Walmart gift cards for each session.


Description:
Visit  Winston-Selem and Kernersvill -- see Carol Knouse memo abaut 2 enrollment


Description:
Planned and executed an event for 7 employees who are already members of AFCU. Introducted new CUABS service, updated info on rates, discussed SFP benefits, etc. Spoke with Scott Livengood who invited us to participate in these sessions on an annual basis. I told him to let me know about 2 months in advance. He also said that they have  a company picnic in the summer or fall and that he would like to have us represented. Again, I asked that he let me know as early as possible.


Description:
I helpd a Russian speaking employee open an account and refinance a vehicle


Description:
Received an email from Scott relative to their May 17 golf tournament and rummage sale. See file for details. Delivered 100 popcorn, pens, lip balm, and hand-held fans to Scott for golfers' goody bags. Also forwarded message to Keri to see if she can get a volunteer to work for a short while that day. Scott will provide an assistant to help with the costume.


Description:
Anya, Troy and I attended a thank you luncheon for sponsors of the golf tournament. We met the CEO and Marketing director for Forsyth Radiology. Anya spoke with Russian employee helping her with a mortgage loan. Talked with several employees about Allegacy and our checking account promotion. Scott asked for 10 brochures for the golf tournament so I mailed them to him.


Description:
7/27/00 I visited with Laura Richard today.  I advised her that the holding company would need to join RCFCU and then all of their affiliated companies could then join.  One of their affiliates is Hawthorne OB/GYN.  They are one of our sponsor companies.  This holding company also has Forsyth Gynecologic and Dr. Herbert Soper's offices as affiliates. -KM


Description:
8/25/00 Laura Richards is reluctant to do any more payroll deductions.  They have direct deposit.  I have asked Heather Allen to call her.-KM


Description:
saw 12 people for the initial sign up.  Many were late getting to the meeting and therefore did not have enough time to sign up.  There was plenty of interest and 2 dr's will sign up.  When time ran out they went back to work and no one sign up. - cp


Description:
Talked with Laura Richard regarding our low participation at this group. She cannot release the employee names but agreed to do a survey with the results coming back to us. Karen Morgan will prepare forms and deliver them to Laura.


Description:
Called on Laura Richard. According to Jill Beck, receptionist, Laura left company and has been replaced by Rose Collins. I was advised to call Rose for an appointment. Will follow-up. Called multiple times but did not find Rose available.


Description:
I called to obtain Rose's email address.  I asked if she is in need of supplies and she stated that she is okay.


Description:
Sent an email to Rose to see if she would meet me for lunch. I am going to introduce myself and try to establish a relationship with her so we can get some things done at her office.


Description:
Called and left a voice mail for Rose to see if we could bring breakfast or lunch for all of staff and spend 15 minutes telling them about credit union benefits and new services. Asked her to call me about scheduling and told her I would not take up much of her time.


Description:
Rose Collins emailed me back and said that this company is a division of WHAP (Women's Health Alliance of the Piedmont). Starting July 1st Rose will assume from Linda the administrator position of this WHAP. They have Lyndhurst, Hawthorne, Forsyth GYN and another practice. This totals approx 100 employees. She asked me to wait for her to discuss this with Linda Porter and that she will get back to me.


Description:
Rose emailed me to let me know that her staff is interested in a session about the credit union. I have emailed to her available dates and times for the session. I am waiting on her repsonse.


Description:
Held enrollment session. Elizabeth Goliber attended too.  Saw 21 employees. Brought 7 Pizzas, Drink and gave away two Wal Mart gift cards. 
5 already members. Opened 4 new memberships, Set up two new checking accounts, 2 new holiday clubs, opened 4 new children's accounts, four new payroll deductions, 2 new ATM cards for exisiting members.


Description:
7/27/00 I visited with Denise Griffin, Don Griffin and staff members.  The seem interested in joining RCFCU.-KM


Description:
9/19/00 This company did not want a formal presentation.  I delivered the LifeStages booklet and membership applications and brohcures. I aksed the office manager to let me know how many people signed up.-KM


Description:
9/27/00 I talked with Denise Griffin re: the sign-ups.  She said that 3 of the 6 employees joined.I called Angie Mehaffey to let her know that this would be an exception payroll group.  I told Angie that I planned to mail Angie's card to Denise Griffin.  Angie said that this was ok -KM


Description:
I delivered a holiday premium to Denise Griffin.-KM


Description:
Left message for Denise about the SEG Luncheon. She did not respond.


Description:
I met with Denise Griffin to deliver the holiday premium and to talk with her re: our new products and services. I advised her that I would like to talk with her and with Don, her husband at a later date re: a new program.  I believe and he and she are wealth management clients.-KM


Description:
7/28/00 Took package by the office.  They strongly prefer to be served by a nearby credit union rather than the Duke University CU. The contact in personnel in Durham is Frances White at 919-613-7774. I have encouraged Lisa Brown to contact Ms. White about the overlap.

Company:
McKinley & Ziel Ophthalm./Duke Eye Ctr. Of WS


Description:
8/16/00 I left a voice mail for Lisa to call me.  I offered to meet with her to review our products and services and to discuss the overlap in more detail.  I am awaiting a return call.-KM


Description:
9/22/00 Ditto the previous notation under "Activities".  If I do not hear from her within the next week, I will mark this as a lost account.  They are eligible to join Duke University Credit Union.-KM


Description:
9/28/00 I made a call to Lisa.  She will e-mail their administrator in Durham to find out the status of the possibility of an overlap.  She said that she would let me know what she finds out.-KM


Description:
10/23/00 I left a message for Lisa Brown to call me re: the status of their decision.-KM


Description:
I voice-mailed Lisa Brown to ask whether a decision had been reached about affiliation.-KM


Description:
I faxed a new sample letter to Lisa Cain.  She said that she will be talking with her HR rep today. If the letter is not here in two weeks, I will follow up again.-KM


Description:
I conducted an employee signup and information session for the staff.  There were thirteen employees present and 7 completed membership applications.  One employee is already a member of AFCU.  I took four dozen doughnuts from Krispy Kreme for the staff.


Description:
I conducted an information session for the employees.  Five of the seven employees that I saw are now members of Allegacy.  

I took Krispy Kreme Doughnuts, Post It Notes, pens and popcorn as premiums.


Description:
Called on Lisa Brown who gave me only a minute of her time. She is an AFCU member with only a savings (Checking at Wachovia for a long time.) Lisa said that most of her employees are members of other credit unions. Not really interested in another enrollment.  Left profile of company and holiday premium.


Description:
Left a message for Lisa Brown about an enrollment and Allegacy products.


Description:
7/28/00 I mailed LifeStages and some brochures to Daisy.  The company will be considering adding a credit union to its benefits in the fall of 2000. This company has 17 stores in NC. The stores closest to WS are in Rural Hall, Clemmons, Elkin, and Mt. Airy.  Cathy Powell has advised that the wording of the letter of request to join RCFCU should address "the employees of Tractor Supply Co who work from these different locations as opposed to paid from location "x".-KM


Description:
9/8/00 I called Daisy and left her a voice mail to please call me with the status.-KM


Description:
9/11/00 Daisy Vanderlinde voice mailed a message that they now are not going to consider adding a CU until next year. Also, they do not want to focus on certain geographic benefits for a certain group of employees. She said that she would get back in touch if this is something that they want to pursue later.-KM


Description:
Talked to Dan scott, purchasing Agent for the company.  He rented Pat Payne's home in clemmons.  He referred me to the hr mgr nada wellman.  Dan said he thought they had a credit union but was not sure of the name.  When I talked with nada she said they have a group banking relationship with a local bank, united federal.  I asked to mail infor  and she said they were not interesed in adding another emplkoyee benefit and hung up.  I am moving to lost. - cp


Description:
8/1/00 I had dropped off a package in the Spring.  I checked with the office manager, Robin Spainhour.  She said that the 10 employees are not interested. I have keyed this in as a "lost" account for reference.  This practice is behind the FSC branch.-KM


Description:
left message on voice mail for karena Tate the Personel manager.  Will follow up - cp ,Karena Tate returned my call and said they are with summit credit union. - cp


Description:
home office is in lancaster PA.  The receptionist was pretty sure they have one through the home office but thought it might work to have someone local.  She is leaving a message for the personel mgr don myers. - cp


Description:
talked to don and he said they are serviced by a credit union out of lancaster pa where the headquarters is.  I asked if he would consider a local credit union and he said unlikely but would look at information.  I suggested meeting and he is on a highery freeze, down 2 people in his office and in the middle of budget.  I am sending info but this looks unlikely. - cp


Description:
12/4/00 As requested by Cathy Pace, I called QualChoice.  I received Sharon Kahill's voice mail.  I asked that she call Ana Larson to let her know the status of their decision to affiliate with us.  Sharon and others were to have met with a vice-president last week regarding the affiliation request.-KM


Description:
12/18/00 I left a message for Sharon Kahill that due to the new guidelines from NCUA they would not have to wait for a reply from Elizabeth Hamilton regarding accepting an overlap of credit unions. I advised Sharon to return my call so that we could proceed.-KM


Description:
I delivered a holiday premium to Kim Phillips and to Sharon Kahill of this company. Over the course of the next month, they will progressively move to Kimel Business Park. They do have a satelitte operation on North Point Blvd, down the hallway from Consumer Credit Counseling.  This particular office deals with small groups in conjunction with Savers Life Insurance.  The primary office will be at Kimel Park.  They faxed over the factors to consider late Thursday afternoon.  They are very interested in being approved by NCUA & the board. They have employees in Greensboro, Burlington and Davidson.  We will likely need to do a direct mail to these folks.  They have their annual employee benefit enrollment December 1.-KM


Description:
The BD Dept held a presentation for this group b/w 8:30 and 10:00.-KM


Description:
The BD Dept held a second presentation for this new affiliate.-KM


Description:
The BD Dept held a third presentation for this grpup.  We obtained 54 accounts out of the 69 people seen.  Additionally, we obtained family memberships.-KM


Description:
Brooke Walsworth has talked with Kim Phillips about payroll deduction being taken out of Kim's personal  account and going to her son's account. Brooke sent her a form for all of QualChoice's staff to use.-KM


Description:
Ana, Carol, Karen and I conducted an employee information and signup for the employees at 8:30 a.m.


Description:
Ana, Carol, Karen and I conducted an employee information and signup session for the staff at 10:00 a.m.


Description:
Ana, Carol, Karen and I conducted an information and signup session for the staff at 11:30 a.m.


Description:
Karen and I stopped by to drop off gift certificates for Kim, Gwyn, and Sharon.  Kim had some questions about accounts that were opened during the signup.  I told her that I would research her questions and give her a call back.


Description:
I called Kim today to give her the information that she had requested during Friday's visit.


Description:
Ana, Karen and I attended the Employee Health Fair we handed out 40 new membership packets and received 10 completed applications.  We did receive a few complaints that were addressed while we were there.  We did see many members who enrolled during the initial presentation who were very satisfied with the service that they are receiving.


Description:
We signed up 10 employees.  We gave out 40 packets. A complaint was handled by Ana Larson and Frances Campbell.-KM


Description:
Attended Employee Health Fair with Karen and Frances.  Kim told us about one of our members who was not happy about the fact the her direct deposit was not posted at 7 a.m.  She checked again at 7:15 and it was there.  I explained to her that we start posting deposits at 6:45 and should be finished by 7:15 a.m.  Member needs her money early in the morning and wants to transfer back direct deposit to Truliant because they post at midnight.  I sent her a clock/alarm with a note apologizing and asking the member to give us another opportunity.  She was satisfied with our conversation.  Allegacy donated 2 - $25 gift certificates as door prizes from Target.  AL/BD


Description:
I left a message for Sharon Kahill to call me to let me know how many people to expect on 9/18.-KM


Description:
I held an enrollment today for this SEG.  One of the employees had joined earlier in order to obtain a mortgage. I received three new applications. One package was left for the receptionist.  One of the accounts opened is joint and they both work there. Dr. Hungerford is on the board of State Employee Credit Union.-KM


Description:
Steve Hungerford attended the Annual Sponsor Company Luncheon and completed the sponsor company survey.


Description:
I calld to Steve Hungerford. I told him about Allegacy benefits.I will deliver packades of material on April,1 2003


Description:
I visited Woodard & Company and Steve Hunderford Was not  in the office. I did have an opportunity to speak to his brother Steven about Allegacy's benefits.I also spoke with Jennifer, the receptionist, and she is interested in switching to Allegacy from BB&T.I provided her with some packets.


Description:
called Teresa Brown for follow-up on letter requesting students become part of the field of membership. I called her about a month ago and she said she would be interested for the students to be eligible. I had not received the letter so I called back to follow-up.


Description:
Mailed the second package to Mr. Goldstein. First pkg not received in November. He is a member through HLPT.


Description:
Called Mr. Boswell at request of Mike Phipps whos wife, Pam, works. Mailed package of information today. Discussed with him by phone. Only 14 local employees but about 600 scattered across the US. Hdquarters is here. Employees paid from and work in other areas.


Description:
Called Skip Boswell. He said company has gone through some major restructuring. They are involved currently with acquisitions and just do not have time right now. He asked that I call him back in October.


Description:
Left message for Mr. Boswell to call me. The telephone operator answered the telephone with the name "Synabar Solutions?" Will wait to see if he calls. If not, mark as Lost.


Description:
I talked with Jeff Howard re: affiliating with AFCU.  He asked that I send him a packet and perhaps we can meet next week. I will follow up with him then.-KM


Description:
Carol Knouse and I held an enrollment for this group.  We saw three people and signed up these three.-KM


Description:
Called Bob Hayes. Not interested in a credit union. Offer DirDep. Only, no payroll deduciton. Feels they are too small to make this beneficial. Said he would look over package but asked that I not call him back. He will call me when he has time to review. Has a negative mind when it comes to credit unions. Mailed package of information today.


Description:
After mulpiple telephone calls, received their Letter of request & Factors to Consider. E-mailed to NCUA, approved.
If this goes well, suggest we add the remainder of their employees through their NJ Headquarters.


Description:
Carol Knouse and I held an enrollment for this SEG.-KM


Description:
Planned and executed an enrollment with this group. Saw 17 employees with the following results: 12 new memberships, 6 Holiday Accounts, 4 checking accounts, 5 Kids Club accounts, and 2 SP referrals. Talked with Don Timmons and his wife who manage this location. Don requested I speak with John Williams regarding AFCU's contribution to Make A Wish. I passed this information along to John who returned their call.


Description:
Spoke with DJ Timmons, Office Manager, relative to this company's name change to ROS(Receivables Outsource Solutions). This change became effective in May, 2002. Creditek LLC no longer operates in NC. See file for details on this change. Sent a request to NCUA to change company name. Also, requested that DJ speak with her employees at a meeting on Monday, March 17, to see if it would be good to have an AFCU representative visit for an enrollment. DJ will call me back on that. She now has 1 employee in Charlotte and 2 in Virginia. One of the Virginia employees will be moving to WS. DJ also verified the names of employees that we show in our records. We currently only have 7 members from this company.


Description:
I met with Daniel Malone of Carolon about his company affiliating with AFCU.-KM


Description:
I mailed Daniel Malone a premium and follow up thank you letter re: possible affiliation.  I will need to e-mail him the factors to consider and the sample letter.-KM


Description:
Attended enrollment event at this company.


Description:
Carol Knouse, Frances Campbell and I held an enrollment for this SEG. We opened 37 new accounts; 6 checking accounts; and 1 youth account.  We saw a total of 59 employees. 8 employees are members and one is a joint account holder at AFCU.  We left 10 packets for Daniel Malone to distribute to employees who could not attend. I e-mailed a list of employees to Gary Patterson, their controller.  He will forward a lump sum check to Mary Pickard to cover the initial deposit of $5.00 for the employees that joined.  Gary Patterson and Daniel Malone, the plant manager, indicated that they would encourage the employees to complete  the application and turn it in to them so that they could issue a check for the $5.00.  They indicated that this will be a standing benefit--that is the payment of the $5.00 by the company for any new memberships.  Gary did not indicate that the deposit would be made for any exisiting members who are employed with Carolon. I e-mailed an HR template to Daniel and I mailed him the membership application to accompany it.  He seemed interested in receiving e-mails about AFCU to distribute to the office staff--but, we need to be sure that this is something that he could print and post for the workers on the floor.  Carolon, at this time, does offer a Christmas account through the company.  There account is paying 5%-ours is at .75/1.85 right now.  They also have requested that a Spanish speaking employee from AFCU meet with their Hispanic employees.  We are working on this for them.-KM


Description:
I assisted Carol and Karen with the enrollment sessions for the employees, from 1:00 p.m. until 5:00 p.m.


Description:
Sandra Sotelo and I conducted an information and enrollment session for the Hispanic employees and for other employees who were not present when we held the initial session on June 20th.  We saw a total of nine employees, three of whom were Hispanic.  Sandra met with each individually.  She stated that she feels that they will mail in their membership information.  There were two employees who are currently AFCU members.  We received three completed membership applications, two checking account applications, one payroll deduction change, and one request for a Visa credit card application.


Description:
I left 2 messages for Gary Patterson.He did not call me back.


Description:
I talked whith Gary(03-31-2003) He would like to sent to his attn. 10 packets on this time.


Description:
I met with Ched Neal and Brenda Armstrong re: affiliation with AFCU.  They will survey the employees and advise.

They have done so and approval is going to the Board.-KM


Description:
Assisted Frances and Karen at an enrollment session for this company with the following results: We saw 40 people, opened 29 new memberships, 2 Money Market accounts, 16 checking accts. 3 Holiday clubs, 2 SPG referrals. In addition, Ron Lovelace, General Sales Manager requested that he be contacted to discuss Regal's possible involvement with CUABS. That request has been forwarded to Ken Elkins. Brenda Armstrong has been faxed a survey regarding their employee's insurance coverage programs. The results of this survey will be forwarded to Dave Solomon when received.


Description:
I attended an enrollment and information session with Carol and Karen.  We had three sessions and saw a total of 29 employees.  We opened 21 new membership accounts, 2 Money Market Accounts, 16 Checking Accounts, 3 Holiday Club Accounts, and obtained two Safe Passage Group referrals.


Description:
Karen and I conducted an information and enrollment session for the employees at the Regal Body Shop on Peters Creek Parkway.  There are a total of nine employees and one person will begin working there on Monday, April 22nd.  We held two sessions and were able to see the entire staff.  We received four completed new membership applications, two checking accounts, and one employee is currently an AFCU member.  The applications were taken to the Forsyth Medical Financial Center to be inputted into the system.


Description:
Karen and I conducted an individual session for the employees at Foothill Ford in Mt. Airy.  We saw combined a total of twelve employees, we received eleven completed new membership applications, five Eagle Plus and two Eagle Checking Accounts, and one Holiday Club request.


Description:
CK, FC & I held three enrollment sessions for Regal Ford on University Parkway in Winston-Salem. 21 out of 29 signed up.  We obtained mutiple account types and referrals to SPG.-KM


Description:
FC & I held two enrollment sessions for the employees of the body shop. Four  new accounts were opened out of nine employees seen. One employee is a member. We left a package for a new hire that will  be there within the next few weeks.-KM


Description:
FC & I held an enrollment session for Foothills Ford, Regal Ford company.  Eleven of twelve employees seen joined AFCU. We received multiple accounts and two Safe Passage referrals.-KM


Description:
Received a voice mail from Angie Mahaffey that Brenda Armstrong had called her to ask for about 15 or 20 membership packages. I will send to Whitaker Park and request that someone there deliver them to Brenda.


Description:
Called Brenda Armstrong relative to ADP payroll processing. They still do not offer direct deposit. She said she would speak with Kim Davis but not until around the end of March.
I also told Brenda that I would fax an employee listing to her to verify those who are still employed. She has several new employees who said that they are already AFCU members. I asked her to write their name and socials on the listing and fax back to me so that they could be added to her company listing.


Description:
Received a fax from Brenda Armstrong who had cross-checked the employee listing I sent to her. Today I sent her a small package to thank her for being so helpful.


Description:
Called to see about holding an enrollment session at the two dealerships. She is going to contact the department managers and then get back in touch with me.


Description:
Moira Grogan attended the SEG Luncheon. Brenda Armstrong was unable to attend. Moira is a new employee working with their Fleet Service.


Description:
CALLED BRENDA TO FOLLOW-UP. SHE SAID THEY HAVE A MANAGER MEETING ON TUESDAY 6-11 AND SHE WILL ASK THEM IF THEY WILL ALLOW US TO HOLD ENROLLMENT SESSION. SHE SAID THEY JUST GOT FINISHED WITH ENROLLMENT SESSION FOR HEALTH INSURANCE.


Description:
Received voicemail call from Joe Fleming who said that his company had chosen another credit union. He did not say who but complimented us on our products and thanked me for my assistance while they were making the decision.


Description:
Called Norma Lewis, RJR, (741-3134) to advise her that JTI Services had been approved by Board. She said that Kathryn Steelman is now the only employee. As people are transferred in to this company, Norma will call me and I will either re-code if they are already members of AFCU, or I will mail an information package to their home address that Norma will provide.


Description:
Spoke with Cathy Hayes regarding their enrollment. She wants us there on Tuesday, June 4 and Thursday, June 6 from 1:00 until 3:00. Cathy will arrange for their employees in the other locations to also be included. They have 3 teams, a business team and 2 clinical teams. She will provide lunch but we will bring a fruit tray each day. They are closed from 1:00 until 2:00 each day. We will have time to do a presentation and enrollments during that time and can stay until others have had time to enroll. She will also notify the doctors. I will provide a poster closer to the dates we will be on-site. She promised to email a listing of their employees after our enrollment was completed. We will do a drawing for a food certificate each day.


Description:
Accompanied Karen Morgan on an enrollment with 14 of their employees with the following results: 7 nw memberships
            2 Holiday clubs
            1 checking account
The next session is scheduled for June 4


Description:
Carol and I conducted an information and enrollment session for the staff.  We saw a total of 13 employees.  We received 4 new membership applications, 3 checking account applications, 1 holiday club account, and 2 payroll deduction requests.   Of the thirteen employees that were seen five are currently AFCU members.


Description:
Conducted enrollment session with Frances C. with the following results: Saw 13 of their employees; enrolled 4 new members, 3 new checking accounts, 1 Holiday Club. 7 of the employees we met with today were already members. Dr. McLain is planning to leave the practice soon. Their Visa corporate card expires at the end of June, 2002. They inquired about our corporate card program which is not yet in place. I asked Karen Morgan to investigatethe possibilities and call Cathy Hayes to discuss.


Description:
I talked with the office manager today. She will notify us of the name change when it happens in early 2003. She was interested in SPG for herself and I gave her the number for them.-KM


Description:
Planned and executed an enrollment session for this group. 9 people attended. 3 new memberships (1 checking account) 1 is already a member, and 1 is a joint owner on his wife's AFCU account. This company has no direct deposit or payroll deduction. Will begin these services if enough employees want the service. 2 others said they will join if these are added.


Description:
Dot Breedlove attended our SEG Luncheon. Dot told me that she may retire within the next year and she is training another employee to handle some of her responsibilities. Dot has worked in the same position for 25 years.


Description:
Spoke with Sherry Fain multiple times since Feb. She seemed excited about affiliation, I mailed information, she called to clarify and said I should receive their letter within days. That was 2 months ago. Have left 2 messages and she has not returned my call. Will continue to follow.


Description:
Planned and executed an enrollment for their employees. Saw 14 regular and 1 part-time employee with the following results: 5 new memberships, 2 kid's clubs, 2 checking applications, and 1 Holiday club. (3 are already AFCU members.)  Also referred David Solomon to David Fain for discussion relative to beginning a 401-K and insurance benefits for their employees.


Description:
I assisted Carol with an information and enrollment session for the staff.  We saw a total of 15 employees.  We received five completed new membership applications.  Please see Carol's entry for full details of the enrollment.


Description:
called to see about SEG luncheon. She cannot attend but need new information. Mailed 7 packets to her attention.


Description:
Received call from Linda Hockenberry regarding possible affiliation. Mailed her a package and requested she call me with questions. Will continue to follow.


Description:
Visited with Linda Hockenberry and Linda Jordan, Payroll Supervisor. Both seem very interested in affiliating. They want to begin direct deposit soon and plan to work this in with the offering of CU membership. They currently have 25 employees who are paid sem-monthly and 117 who are on a weekly payroll each Thursday.


Description:
Called Linda Hockenberry to see what progress they had made in considering affiliation. Linda said that they had been so busy that affiliation had not yet been discussed.  Will follow-up


Description:
Spoke with Linda H. Who said that they had surveyed their employees and more were members of Truliant than AFCU so they decided to offer Truliant to their employees.


Description:
Carol and I conducted an information and enrollment session for the employees.  We saw a total of 22 people 13 of whom are now AFCU members.  

We had a drawing for the staff, we gave away a food gift certificate in the amount of $10.00.


Description:
Left a message for Sonjia Kurosky about an enrollment(06-06-2003)


Description:
I tolk to Sonjia about new prodact and servises with Allegacy.She will call back on August,1 about day and time for an enrollment.


Description:
Enrollment on (10-01-2003) I saw 9 employees(4- current members) with the following results:5 new members,1 Checking acct.


Description:
Send 250'' Allegacy lip protectors ''attn. to Sonjia Kurosky.


Description:
Received a call from A.B.Beattie (a long-time AFCU member) who was requesting information on the W-S Children's Chorus affiliating with AFCU. (John Williams serves on their board). This is a non-profit group. Mailed package of information on 5-23-02.


Description:
Spoke with Kathryn Alexander about their payroll processing, They do not currently offer direct deposit because at one time PayChex told them they would need to have 100% direct deposit and some employees would not qualify for checking accounts. Now PayChex will accept less than 100%. This company called AFCU since we have EZ Checking and all employees will qualify for some type of checking product. As soon as their company is approved (Aug. 20 board meeting), Kathryn will push for direct deposit. She cannot guarantee that it is mandated but she realizes this is the best way to handle payroll.


Description:
Received a voicemail from Kathryn Alexander who said that she had spoken with their payroll supervisor regarding a possible enrollment date. She is now thinking that Oct. 11 would be a better time for the. Tony Golding is out today and will be on vacation next week. She will let me know as soon as she can confirm this. Called her back to confirm that I had calendered the event for Oct. 11.


Description:
Spoke to Kathryn to confirm the Oct. 11 enrollment. She will call me back with specific times, etc. Tony Golding agreed to offer direct deposit and a few employees have already signed up.


Description:
Called Kathryn for information on their enrollment scheduled for Oct. 11. We will be there from 10:00 until 1:00. Kathryn wants us to stress Holiday Clubs and EZ Checking account.


Description:
Planned and executed an enrollment event for their employees. Accompanied by Karen Morgan. Saw 25/ 5 employees are already ;memebers/15 new members/4 new checking/3 Holiday/8 payroll deductions. The wife of Tony Golding, owner, is an exective at BB&T


Description:
I called Kathryn Alexander to see if she had any feedback on services provided by Allegacy. She said she was concerned that Nancy Anderson had not received her debit card and she connected me to Nan who was called by Sherry Antone to come in. Sherry told her that we have more than 1 Nancy Anderson and she wanted to see her ID. Nan said that she was almost rude and referred to that fact that she had been married several times. Nan was not told whether she would get a debit card, ATM card , or anything else. I asked her to keep me informed via voice mail. She is puzzled by this. We know that she declaired Bankruptcy about 11 or 12 years ago where AFCU lost about $14,000.


Description:
See Carol Knouse's notes for this date regarding our viisit to Golding. They do use a temporary agency for staffing their operations.  They do have many fulltime employees who were interested in refinancing their cars, etc.-KM


Description:
Planned and executed an enrollment session for 101 employees with the following results:
36 memberships/2 family memberships/10 Holiday clubs/13 checking accounts..
Attended: Cknouse/FCampbell/BWilson.


Description:
I assisted with the enrollment sessions for the employees at the Oxford facilities.  We had four sessions at two locations.  Please see Carol's entry for the results of the visit.


Description:
Received a call from Debbie Robles who said that employees had approached her about their checks not having DL numbers or tele numbers on checks. I told her that they would need to make requests for that to be added. Also, as of Friday, July 19 those who joined had not received atm cards. I asked her to have them call individually to ask for an update on that issue and assured her that cards would be received in a timely manner. I also encouraged Debbied to continue to call me with concerns.


Description:
Received a call from Debbie Robles late on Thursday pm who was upset because her employees had not received their ATM or debit cards. She wanted money wired to her the first thing on Friday morning. On Friday am. I researched all accounts assigned to Santa Fe. I went to Visa and worked with Julie Pardue to get the status of debit cards ordered and I went to Angie M. in Support Services to do research on ATM card ordering. Debbie changed her mind about the wire and wanted me to drive to Oxford to deliver money to people who had direct deposit and had not received debit cards. During the day on Friday, Debbie and I talked at least 25 times and I spent almost all day working with these accounts trying to identify the problems and why transactions occurred. In the end, it appears that most of their employees did not return their Visa check card applications so we did not order cards for them. Several employees had given us bad addresses, some had moved since July 1 and did not update our records, etc. In general, the majority of errors were theirs. ATM cards were ordered on July 5 and were involved in a "crash" of systems on that day but that file was rerun on July 19. I advised Debbie on ways employees could get money without their cards and offered to wire to the account of an HR employee who has an account at BB&T. There was no response to that suggestion. Employees had forgotten their PIN numbers and were generally not careful in how they handled their new accounts. Will continue to follow this situation.


Description:
Received a voicemail from Brooke Dahl who had received a call from Debbie Robeles regarding Maggie Henderson's account. I later called Brooke but was not able to speak with her. I had called Debbie early today who was in a meeting and said that she would call me back. I called her again at 3:00 to be told by Tammy that Debbie's grandmother was ill and that she had left for the day to be with her family. I left a voicemail for Debbie, sending my regards for her grandmother, and I asked her to call me next week to discuss how we could move forward. I asked if she thought a personal telephone call to each member regarding the status of their account would be appropriate. I will wait for her call.


Description:
Left a message for Debbie who was out until Sept. 3 concerning her grandmother who is ill and to let her know that she and I need to discuss what solutions to take to handle the recent problems with Santa Fe accounts. I have offered to have our Member Call Center call each employee to check on the status of their accounts, plastics, etc. Will await her call.


Description:
Received an email from Angie Mahaffey who said that Debbie requested 20 additional packets for new hires. Also mailed Debbie a note asking for feedback from her employees. I told Debbie that our records indicate 40 employees but that none of them have loans. Why does she think this is? Will follow-up.


Description:
Spoke at length with Mr. Busch about their payroll. Employees are paid bi-weekly. They bank with Centura and will consider direct deposit. They realize that it is expensive for a small group (9 employees) but their employees want it and he promises to explore the posibility very soon.


Description:
Received a call from Rick Bush who wants to join today. I told him to visit Whitaker Park Branch. His office manager, Kelly Patterson will call me to establish an enrollment date. At least 2 people are already members. Emailed Lisa and Renee, and Denna that he was coming by.


Description:
Received a call from Kelly Patterson who requested their enrollment on Monday, Sept. 9 at 11:30 am. Take a box lunch for 9 people. No drawing. Sent Kelly a poster.


Description:
I held an enrollment at ARGUS and furnished lunch. They feel that they adequately cover financial planning and prefer that we not promote SPG. -KM


Description:
Have left messages. No response. Consider Lost


Description:
Received a call from Tammy who asked for an update on their request. I informed her that NCUA would send formal approval next week and that their request was scheduled to be presented at the Sept. 17 board meeting.

Company:
Austin-Caputo Physical Therapy Services, Inc.


Description:
Called Tammy to arrange enrollment scheduled for Oct. 2 at 12:00. Take box lunches. Tammy will order from Jason's Deli and I will pick up.


Description:
Conducted an enrollment session for 12 of their employees accompanied by Karen Morgan, with the following results: 7 new memberships (4 are already AFCU members), 6 Kids clubs/1 Holiday club.


Description:
Called Tammy Lee about the possibility of having ADP process payroll services. Tammy said that they had completed a review of that possibility in July and decided to keep that service in-house.


Description:
Visited with Jim Caputo and Kyle who came to the event late. They had forgotten the date but came in time to enjoy a portion of the event. Both are complimentary of AFCU.


Description:
Left business services survey for Jim Caputo to complete. Spoke with office assistant who said that she would complete the information she knew and ask him to complete the rest. She has heard that they are unhappy with First Citizens because of increasing fees but they do accept debit and credit cards and will not qualify for our business checking account.


Description:
received a call from Jim about Business Checking account. I am sending him information in the mail. He also asked about long term care insurance. I am having Dave Solomon call him to prepare a quote for this.


Description:
Left a message with Mr. Holmes to call me regarding his request for affiliation back in July, 02. If no response, I will mark this account as LOST.


Description:
Received a call from Tonda Burr who requested an appointment to discuss affiliation. Meeting scheduled for Tues. Sept. 24 at 8:30 am.


Description:
Visited with Tonda Burr to discuss the possible affiliation with AFCU. Tonda was very gracious and we talked about a variety of things/ their benefit package. (The relative of one of her agents provides their insurance products and she cannot move them. I told her about David Solomon and the services SFP could provide but she seems to be blocked from pursuing any other relationship regarding insurance. I explained the entire process for approval and enrollment. She prefers that her employees do not finance their mortgages with AFCU. They currently have 90 employees (30 are staffers). Payroll is done inhouse. They have Wednesday morning staff meetings at 9:00 am. She will have us in for an enrollment session. She will decide who will be our representative. Tonda asked me to check into AFCU's participation in the Heart Walk to be held on Oct. 19. I told her that I would speak with John Williams about that. (I alerted John that he would receive a call from Cindy Logan at Graham & Boles). We should receive their letter soon.


Description:
Received letter of request and forwarded to NCUA.


Description:
Left message with Eileen Mattison to speak with Tonda Burr regarding a time for the initial enrollment. We are not to speak about Mortgage services in meetings with their staff since they have their own mortgage company.


Description:
Scheduled 2 enrollment sessions for their employees and agents. (Jan. 8 agents/Jan 9 staff). Sent posters for her use.


Description:
Spoke with Eileen Mattison regarding tomorrow's enrollment. Mtg. Will be held in Board of Realtors office. We will take 2 fruit trays for each session. Since this is the 1st meeting for 2003, Eileen hopes there will be good attendence.


Description:
Planned and executed an enrollment for this new group. We saw 49 employees/agents with the following results: 15 new memberships;2 family member accounts/4 checking account applications. 8 employees are already AFCU members. 2 employees were referred to K. Morgan in PfM (Katy Boles & Courtney Slawter).


Description:
Planned and executed an enrollment event for the staff of this company. We saw 16 people with the following results: Signed 15, 2 were already members/5 checking account applications/8 kids clubs/1 holiday club. Some of the new members came from those who attended the previous day's event. Also made arrangements for Napoleon to visit with Katy Boles and Courtney Slawter. Katy will speak with her husband, Mickey (President of Smith-Phillips Lumber Co.) about participation by his company. Advised Napoleon to keep me informed of Katy's membership and partricipation. We provided 2 fruit trays each day for this group. They were extremely appreciative and you could sense the excitement at this benefit.


Description:
WANT TO GRAHAM&BOLES PROPORTIES TH. CAROL KNOUSE. WE SAW 16 PEOPLE      SEE CAROL'S MEMO 01-09-03


Description:
WANT TO COMPANY MITING. WE SAW 49 EMPLOYEES/AGENTS:               15MEMBERSHIPS,  2 FAMILY MEMBERS ACCT.,4  CHECKINGS,  2 REFERRED TO K. MORGAN


Description:
Called Valerie Thomas who said that they were much too busy with taxes to consider AFCU at this time. I asked if I could call her again about the end of March. She said okay. Will follow-up.


Description:
Had a long conversation with Valeria Thomas who said that management had decided to offer Wachovia At Work for their employees. I explained the difference in that employees will loose their benefit when they leave the company Their family members are not eligible for service as they are in a credit union. Valerie is a member of Members CU and loves credit unions in general. I also mentioned the Emergency Loan program that will soon be offered to our SEGs. She loves that concept and plans to prepare a survey among her employees on the entire benefit program. She will mention credit union in that survey and plans to speak with management about offering Allegacy as well. She promised to stay in touch and to let me know their decision.


Description:
Left a message with Valerie to see if they were able to do a survey, etc.


Description:
Mark account as Lost. They do not respond to repeated messages.


Description:
Belinda Wilson and I met with Jim Dobbins regarding the possible affiliation of his company becoming a SEG with AFCU.

He did subsequently survey his staff and received a 10% response. I advised him via voice mail that this unfortunately did not meet our guidelines.  I also told him that he is welcomed to re-survey his staff. 

I mentioned the HLPT as an alternative for anyone who needs to join AFCU.-KM


Description:
I sent a package to this company. They were referred by Ike Keener via The Business Journal.


Description:
I called Sammy Phillips. Not interested at this time.  His assistant Wendy said that he is in the process of changing banks. I emphasized that this is an employee benefit. I asked that if they were interested at a later date, that they contact Carol Knouse at 774-2670.-KM


Description:
Left a message for Mike to call lme to discuss possible affiliation. I had mailed him a letter and a package of information back in June, 2002 but I have had no response. Mike previously worked in Engineering at Novant but left in the late 90's to begin his own computer business.


Description:
Received a call from Mike in response to my message. He is definitely interested. I mailed a package of information to him today. The previous mailing came during the time of their move to new quarters in downtown W-S. Will follow up


Description:
Left message for Mike to call me when he returns to the office on Thursday, Feb. 6.


Description:
Received a call from Mike Linville who asked that I email the request letter and factors to consider form to Paige Epley for ease in completing the information.
Mike met with Jerry Sneed in December relative to picking up some work from AFCU. Jerry told him there may be an opportunity to do some print support that is currently being supported by RJR.
Emailed requested info to Paige.


Description:
Emailed a request to Mike to look at calendar to schedule and enrollment in April. Also requested permission to refer Kim Davis from ADP.


Description:
Called to speak with Josh Weaver, General Mgr. To learn that he was no longer employed here but now works at Finish-Line ?, a dealership in Statesville. New GM is Jason Davis. Will call him on Wednesday, Feb. 5.


Description:
Spoke with Jason Davis, new GM. He did not know anything about the previous discussions with Josh Weaver. I will mail a package of information to him today and call him in a few weeks to further discuss.


Description:
Called Jason Davis who has package on his desk and is considering. He asked that I give him another week. Calendered a note to call him in March.


Description:
Called Jason Davis to be told that he was no longer employed there. Josh Weaver is back. When I spoke with Josh Weaver later in the day he said that they had too much going on at this time and that he would call me if they decided they wanted to offer credit union benefits.


Description:
Called Liza Baron, managing attorney, to discuss possible affiliation. She was not opposed and I mailed her a package today. There are 3 independent office of Legal Aid of NC. One in Charlotte with an Asheville office, the W-S office, and an office in Durham. We may only be able to take the W-S office at this time. I want to schedule an enrollment for this group and for Legal Aid Society of NC as soon the the new group is approved. Also talked at length with Linda Graham who has been here for 22 years.


Description:
I called left a message for Liza to call me regarding the package of information I mailed to her in December. I have called multiple times but she is never available. If she does not respond to this message, I will consider this lost.


Description:
Received a call from Jean Weatherspoon who is also Office Mgr. For this company, requesting that I visit with employees of this company on Feb. 25th to open new memberships. I told Jean that Liza Barron had not completed the necessary paperwork to have the group included in our field of membership. Jean said that Liza was not good at completing paperwork but that she would look for the package and see if she could complete it and get it back to me. Two of the employees of Legal Aid of NC are already AFCU members since they were formerly employed by Legal Aid Society.


Description:
Joni Black referred this lead to Business Development. I met with Mr. Reedy.  He has since faxed in the letter of request to join and the "factors to consider" form. I referred him to Safe Passage regarding his company's group benefits and 401K and also for his own personal financial plan.  Dave Solomon has met with him and is working up quotes. Mr. Reedy has indicated that he will likely move over CD monies for himself and on behalf of his company.-KM

Company:
Reedys' Air Conditioning & Heating Service


Description:
Called Mr. Reedy regarding an enrollment time for his employees. He will check with the installation mgr. And call me with possible times and dates. I also inquired about the possibility of ADP processing his payroll. He is happy with the accounting firm he is currently using but will be glad to meet with an ADP representative. I will forward this information to Amy Edwards, SPG.


Description:
Called to ask if Mr. Reedy had spoken with the production manager to set a date for enrollment. The receptionist will have him call me.


Description:
Received a call from Dana Kerr, production mgr, relative to their enrollment. We scheduled for March 12 from 7:00 am until 9:00 am. We will take doughnuts, premiums, and have drawings for Walmart gift cards. About 16 employees try to leave for their assignment early so we will see them first. Can do a short presentation and then handle enrollments. I also talked with Mr. Reedy about giving each employee the initial $5.00 deposit to get their accounts opened.


Description:
Planned and executed an enrollment at this company accompanied by Anya Pacyga, Sue Darby, and Brack Morton. We saw 24 employees with the following results: 12 new memberships/5 new payroll deductions, several referrals to SPG and Mortgage. Mr. Reedy will deposit $5.00 into the account of those who joined and those who are current members. 3 of those who attended are already current members. Held drawings for 2 Walmart gift cards.


Description:
I received a voicemail from Cathy Smith at this location. When I questioned her about credit union membership, she said that they do not offer. She gave me the name of the office manager to discuss the possibility.
Package mailed today.


Description:
Called Joan who said that they only have 5 employees and that they use PayChex for their payroll and employees do whatever they want. I will consider lost since she said there was no interest at this time.


Description:
Met with Karen Getman, operations manager in November 2002. Several employees have expressed interest in joining because they are located in the same building as our financial center. I gave the membership packet and other information to Karen. She said that Linda Gobson, the human resource manager and Melinda would make that decision.


Description:
called and left message for Linda Gibson to see if I could meet with her about package to join the credit union. She said that she was available on Monday, 1-27 at 10:00 am. Their office is located in the Metroview building.


Description:
Met with Linda Gibson, HR manager about credit union membership. Linda is not affiliated with any credit union and did not know difference between them and banks. We discussed benefits and what it would involve from her company. She stated that she wil discuss with her supervisor Melinda and get back with me.


Description:
Requested that we provide survey information so she could evaluate the employee's interest in joing AFCU.


Description:
Received email from Linda that they are not interested in credit union.


Description:
received an email from Beth Madouse saying that several employees were interested in credit union membership. I called her and gave her information where linda said if they were interested they would call us.


Description:
Called Karen Garcia. She is the main rep for Presbyterian workers. Crawthal is based out of Pennsylvannia. Main number is 610-348-0420.

Left message for Karen to call me in Charlotte on Monday.


Description:
Ike does not want to pursue this company at this time.


Description:
I call to mr.Kourmanov. He is a  Allegacy member.He sad that manager of ''Asinex'' in Moskow, he will be back  sometimes in Fabruary.I will call back to "asinex'' manager next week.


Description:
Left message for mr .Kourmanov (02-24-2003)


Description:
I tolkd to mr. Kourmanov at WFU on 02-25-2003. I do have a ph# for ASINEX mamager.His name--Mark Parisi ( at present time hi in San Diego)     I will call him next week (336-721-1617)


Description:
Asinex has not returned my phone calls.Iprovided Mr.Kourmanov with a package again.Istill have not received a call from the manager.I spoke with him twice and he is still considering Allegacy.


Description:
Called Charlie Alison about scheduling a signup session for the staff. Several employees use the location. Left message for him to call me about a time in February.


Description:
Charlie called me back and left voicemail. He would like for me to leave him a voicemail with dates available for signups in February. I did telling him Feb 5,7,20th. He also said we needed to talk about holding a signup in Greenville.


Description:
Called Charlie and asked if either of the dates would work. I also asked him about the lunch meeting we are trying to set up in Winston with other Womble employees.


Description:
Setup signup session for the 7th at 10:00 am. Charlie told me to setup for 25 staff members.
Emailed poster announcing our coming.


Description:
Held sign up session for womble, saw 8 employees total. 4 were already members and were very interested in the autobuying program. Signed up one new member, one new checking account, three payroll deductions and a cash card application.


Description:
Attended a lunch arranged for HR and Payroll employees (10) to discuss ways that Allegacy can participate more fully with this group. Also presented an opportunity to have them participate in Race for the Cure. Discussed AFCU services and received feedback. Belinda and Anya also participated in discussions. Pat and Heather will be visiting the Atlanta office and Anya will prepare materials for their visit. 
Pat and Heather will also consider ways that AFCU and WCSR can participate in a team effort.


Description:
Cathy Pace referred a request from Ike Keener to call this company relative to affiliation. Charlotte Tullock is the administrator and I called her several times. I mailed a package of materials for her to review. In a telephone call today, she said that she had spoken with several of her employees about this and that it sounded positive. They have been extremely busy trying to open a new wing but she has turned this over to her business manager and will speak with her soon to see where this stands.


Description:
Received a call from Michelle Jones at this company. Charlotte Tullock had her call to let me know that they would be sending in their request within a week.


Description:
Received letter of request and filed with NCUA


Description:
Left a message for Michelle Jones to let her know that their company was approved and that their employees can not join AFCU. She had called yesterday to say that 2 employees were anxious to become members. Enrollment scheduled for Friday, May 30


Description:
Held enrollment session with Carol and Anya. Saw 15 employees. Opened 14 new members, 14 new payroll deductions, 2 holiday clubs, 3 checking accounts and one direct deposit. Gave away one WalMart gift card for $10.


Description:
Attended enrollment session with Belinda and Anya.


Description:
Met Fred. We discussed his lease. The hospital has decided not to renew their lease and they are forcing them out. He does not know where they are going. He said there are about 20 people in this office. He is letting us come on April 1 at 8:30 to his staff meeting. Beth Madouse will be handling this signup.


Description:
Held enrollment at United Sleep Medicine during their regularly scheduled staff meeting. There were approximately 35 in attendance. This was done by Beth Madouse in Charlotte.

Signed 6 members.


Description:
talked to Fred about them leaving facility. He said they do not have a date for moving. He said the upfitting will take a long time and be very expensive. I told him to let me know so we could maintain relationship with them.


Description:
Called Mr. Hancock to arrange an enrollment for his employees. (Approved at board meeting on Jan. 21). Left message for him to call me.


Description:
Received a call from Sam Hancock who said that we could present at their staff meeting on March 26 at 8:30 am. Will follow up.


Description:
Faxed sample poster. Mr. Hancock has not returned numerous messages.


Description:
Held signup with Belinda, Sue Darby and Anya Pacyga. We saw 18 employees at staff meeting. After meeting we signed up 7 new members, 3 checking accounts, 3 payroll deductions and one direct deposit.


Description:
See activities under Insteel Industries for information.


Description:
Met with Rhonda Hiatt and Karen Hawks. Rhonda is the HR Manager and Karen is the payrol administrator. We discussed direct deposit campaign. The currently have 125 wire employees. About 50% are participating in direct deposit. They have mandated direct deposit for all new hires. They would like to encourage the current employees to start direct deposit. We also discussed current atm locations. They would really like to see an Allegacy Atm in Mt. Airy. I asked where they thought a good location would be. They suggested the WalMart or Mayberry Mall shopping center areas. We scheduled 4 enrollment sessions In August. They want us to discuss the checking account promotion, atms, direct deposit  , loan programs and youth accounts.


Description:
Received a call from Janet Roberts and Brandi Akers in Virginia. They are requesting membership information for the 90 employees at the Fredricksberg plant. I faxed current information to them at 540-371-5237. 

Mailed packets to:
1351 Belman Rd
Fredricksberg VA 22401


Description:
ANYA AND I  HELD DIRECT DEPOSIT INFORMATION SESSION. WE SAW 21 EMPLOYEES, 7 WERE ALREADY MEMBERS OF CREDIT UNION. WACHOVIA WAS THERE LAST WEEK DOING AT WORK PROGRAM AND THEY HAVE BRANCH ANC ATM LOCATIONS IN MT AIRY. WE TALKED TO EMPLOYEES AND KAREN SAID SHE WILL ASSIST ANY EMPLOYEES THAT WANT TO SIGN UP.


Description:
Held enrollment session at Wire products. Opened 2 new members, 2 new checking accounts, 1 holiday club accts


Description:
received call from Allison Meadows wanting company to join AFCU. Delivered information packet to 221 W 12th Street.


Description:
Met with Allison Meadows. Her company is very interested in joining Allegacy. I emailed her the form to apply for membership. Their office is located off of Northwest Blvd and Trade Street on 12th street.


Description:
Called Allison to check on the company and their interest. She said they will be sending the letter out sometime next week to ask for affiliation with AFCU.


Description:
Spoke to Allison Meadows to arrange an enrollment event, scheduled for May 8 from 9:45 until 11:00 am.


Description:
Held enrollment at plant. Saw 17 employees. Six workers were temporary and not eligbile for the credit union. 3 were already members. Signed up 5 new members with payroll deduction, 1 IRA, 1 checking account. We gave them 2 walmart gift cards in a drawing. Key chains, popcorn and pens.


Description:
Received a letter (in file) from Amy West that the principals of this company had decided to stick with Truliant FCU and not to pursue affiliation with AFCU.

Company:
Walter Robbs Callahan & Pierce Architects, PA


Description:
Spoke to 8 of their employees to encourage credit union participation. One employee's husband works at First Citizens and 1 employee's wife works at Wachovia. No one joined at the session which was held in the gravel driveway at the company. It was extremely hot and employees (and me) could not wait to get inside. Employees were very cordial and indicated that they would speak with their spouses about joining. Several indicated that they would open accounts for their children. CCB is just 1 mile from their company and most employees bank there. Chuck Trivette said that their account is the 2nd largest account for the Walkertown branch of CCB. He will speak to them about beginning direct deposit. Most employees expressed an interest in doing that. Great hospitality at this company. We will get some business here.


Description:
Called Larry Zimmel after reading an article in the Jan. Issue of Triad Business Journal. (See file for more information.) Not currently affiliated with another credit union and has not discussed this issue. Mailed a package of information today.


Description:
Called Larry Zimmel who said that he had received the package I mailed and that they want to do this but not for another 6 months. They are involved in a capital fundraising effort right not and have not yet gotten to HR benefits. I told him that I would call him in about 4 months to see what progress was being made.


Description:
Spoke with Larry Zimmel who suggested I call back the end of Sept. They are still focusing on raising capital.


Description:
Mike Phipps solicited this group during his regular eye exam. I called and spoke with Christy Hoover who is already a member of AFCU and she feels that her coworkers would also enjoy AFCU benefits. Mailed a package today.


Description:
Called Christy Hoover who said that Dr. Tara has the information but that she will probably not see him until Tuesday, March 25. She asked that I call her late next week.


Description:
Spokr with Christy. Dr. Tara gave the information to Cheryl Southard who is only working parttime because of an accident. Christy will speak with Cheryl on Friday, March 28 and will call me back.


Description:
Called Christy Hoover who said that she heard one of the doctors talking with their office manager about affiliation. She thinks they want to do this. Both are out of the office today. She will leave me a message when she knows.


Description:
Called Christy who said that she had given this project to Sheryl who is only working parttime and going to therapy. (Accident), She will check with Sheryl on Tues. June 17 and give me a call.


Description:
Called Christy again who said that it was obvious that Sheryl had not followed thru as she said that she would. Christy will speak with Dr. Tara and call me back later today.


Description:
Not having heard from Christy or anyone else at this company, I have changed this account to Lost.


Description:
Received a call from Mike Hayes who said that this group of RJR employees was being sold effective April 1. Most of his employees are already AFCU members but he is encouraging those who are not to affiliate before April 1. I told Mike that AFCU would allow new employees he hires to join thru HLPT with AFCU paying the $25.00 membership fee to HLPT. I mailed several membership packets to Mike today.


Description:
Received an email from Mike with an employee listing attached. All but 15 of his employees are AFCU members. I mailed another package of membership brochures for those people today. Will contact IT to have a new member type code assigned to this group and members from this group will be recoded after Aptil 1.


Description:
Spoke with Mike Hayes who said that the sale was completed on April 1 and that they are now operating as Avoca, Inc. I will send another email to Angie Mahaffey to call Mike to discuss payroll issues. I will also re-code the employees on his list to this company's new member type code.


Description:
employee of this company came in to branch to do car loan. She said there are 300 employees in Charlotte very close to our location. They also have a location in New York. Sent out information packet to Carolyn Belier on 3-4-03.


Description:
called carolyn and she said that this company would just like for the employees to ban kwhere they choose rather than them endorsing a credit union. I tried to explain the benefits of credit union affiliation but she was not interested at all. Moved to lost.


Description:
Called Benita Burton after seeing that this company has been hiring. Benita is already a member of Allegacy and said that they had discussed the possibility of affiliating with a credit union. She requested that I mail 2 packets, one for her office and one for their accountant. She will let me know within 2 weeks but invited me to call her in case I had not heard from her.


Description:
Called Benita who has not yet spoken with Ms. Webster but she plans to do this within the week and will call me back.


Description:
Spoke with Benita Burton who said that the Websters were not going to add a credit union at this time. They are in the midst of changing their corporate banking relationship and feel that the credit union is not a priority. Benita is already a member of AFCU and knows that other employees would like the service but it is not her call. Will move to Lost.


Description:
Accompanied Charles Miller and Darryl McCormick to visit with Randy McCaslin to present lease to him for old Wachovia location. Also spoke with Randy about their company affiliting with Allegacy. They have 208 employees at this time. Also committed AFCU to underwrite some functions for the youth group that is currently using the location we are trying to lease.


Description:
Called Randy who said that he has been busy working on his budget and has not given affiliation a priority. He will look at it and speak with his HR Director and let me know. Hopes to do this within 2 weeks.


Description:
Left message for Randy to call me regarding affiliation.


Description:
Left a messge with the receptionist to have Randy call me.to discuss affiliation.


Description:
Spoke with Randy McCaslin who said that their employees are already eligible for LGECU and that they do not need another credit union. He was under the impression that his HR Director, Ray Smith, had already conveyed the message. He said that they may decide later to take another direction but that they would not be affiliating at this time.


Description:
Elizabeth Goliber's husband is employed here and she suggested that I call to see if they were interested in participation. Have made numerous calls to Mike Slusher, one of the partners. Mike said that their president is close to High Point Bank & Trust and he doesn't think that he will want to provide this benefit. Today, Mike asked that I call him in a month. He has not presented this to his partners. He said that they would not likely do anything until mid-year. Will followup.


Description:
Left message with Mike to call me to let me know their decision.


Description:
Called Doug Constable to discuss affiliation. He requested that I mail a package and he will review. Most of his production employees live in the Mocksville area. They do offer payroll deduction and direct deposit.


Description:
Spoke with Doug who said that he has a meeting on Tuesday, April 9 to discuss AFCU benefits with about 1/3rd of his employees. He will let me know what they decide.


Description:
Called Doug who said that their meeting on April 9 was postponed and rescheduled for April 22. He asked that I call him on Thursday, April 24


Description:
Received a call from Doug who said that he has spoken with members of his staff and he feels that there is sufficient interest to offer this benefit to his employees. He will prepare letter of request and mail to me.


Description:
Spoke with Tracy D. To schedule an enrollment. Tentatively scheduled for Thurs. June 5.


Description:
Planned and participated in enrollment for this new company. Accompanied by Anya, Belinda, Keen McHugh. Saw 15 with the following results: 10 new memberships/4 Holiday/5 checking acct. Apps.  1 SPG referral. Melody Garcia and Sandra V. Held a second session where they saw 14 Hispanic employees and signed all 14.


Description:
SEG INFO: Payroll contact is Tracy Denniston. Phone is 336-492-2636 and fax is 492-2639. Payroll is biweekly on Wednesday. Next payday is June 11. They process direct deposits and payroll deductions thru ADP ACH.


Description:
Received a call from Gay Nelson who had lunch with this company. They print our business cards, among other things. Gay relayed that they showed an interest is affiliating with AFCU. I call Mr. Cantrell who confirmed this. I mailed a package today.


Description:
Spoke with Mr. Cantrell who plans to speak with his employees on Thursday, April 9. He will get in touch with me to let me know or will complete the letter and mail it in.


Description:
Spoke with Mr. Cantrell who said that most of him employees seemed interested and that he just needed to get the paperwork completed.


Description:
Spoke with Mr. Cantrell to schedule an enrollment for their company. Scheduled for June 3 from 9:30 until 11:30 am.


Description:
Enrollment at Rural Hall offis: Debbie Wright and I sow 10 employees(1- current member) with the following results: 9 new members,2 checking accounts,1 Holiday Club,2 payroll ded,1 direct deposit,2 visa appl,2 cars ref.


Description:
Karen Morgan had delivered a package of information to this company in December. Today I called and spoke with the Office Manager who said that the doctors make benefits decisions but that I should mail a new package since she was not sure where the one Karen delivered was. This company has just started having their payroll processed by Pay Chex so they do have payroll deduction and direct deposit.


Description:
Called for Mary Bryan to be told that she was no longer employed there. The front office person, Barbara, would not give me her last name. She said that it was only her and the doctors and that they did not have anyone making decisions about benefits. She was extremely evasive and I doubt that further effort here would be wasted. Karen dropped off 1 package and I mailed another package so I doubt that an additional package would make much difference. I will consider as Lost.


Description:
Called Linda White after reading an article in Triad Bus. News about the 4 principals with this company. They do not currently offer direct deposit but they do offer payroll deduction. Linda mentoned that she would like to survey her employees so I mailed a survey in her package of materials.


Description:
Left a messge for Linda to call me back.


Description:
Called Linda White who said that she did a survey among her employees and that there was no interest in affiliating with Allegacy. Will consider as Lost,


Description:
Delivered information packet to office to see about possible affiliation. Dr Hull was very interested and asked that we provide this information for office manager.


Description:
called and spoke with Patty Stumpt about affiliation. She said she did not receive the packet of information and asked that we bring it by on Thursday.


Description:
Delivered information for SEG. Left with Receptionist.


Description:
Talked to Patty on the phone. She is in the process of scheduling a meeting with the Doctors and she said it will be in a few weeks. At that time she is going to try talk with them about possible affiliation with Allegacy. She told me she would contact me back when they made a decision.


Description:
Mike Knight's neighbor, Tom Bagby mentioned an affiliation for their employees. I called Tom who asked that I mail a package of materials to Shannon Manring, HR Manager of the Kernersville facility. Headquarters is in Houston but this would be just for their local group.


Description:
Callen Shannon Manring. She and one other person will be decision-maker. Meet with her on Tuesday, May 6 at 10:00 am to present package. They have about 90-95 in Kernersville and a branch in Charlotte. (Same benefit program for all employees).


Description:
Called Mr. Petty at the request of Brack Morton who referred him. Brack had called Mr. Petty about the possibility of adding a juke box to Whitaker Square. Mr. Petty requested that I mail a package of materials so that he could consider adding this as a benefit for his employees.


Description:
Visited with Robin at the SEG Luncheon. He explained that "divine" decided to spin off the cabling part of their business so Robin and a few others purchased the company. I gave him a package to complete the information necessary for affiliation. I feel that he will complete this and get it back to me. He also wrote down the names of all of his employees.


Description:
Left a message for Robin about new product and servises at AFCU and an enrollment. He call back about an enrollment  on 08-29-2003


Description:
Emailed AFCU's handbook information to Robin for inclusion in their employee handbook. He had responded on the SEG Luncheon survey that he would include our information.


Description:
Planned and attended the initial enrollment (08-29-2003) event for their employees. I saw 13 people(4 current members) 2 new checking,4 new members.


Description:
This company is a referral from Cathy Pace to Melody to me. I left messages beginning on April 7 and continuing on April 8, May 19, May 21. I am trying to reach Aimee Beck. She did return my call on May 21 and left a message. A retunred call only reached her voicemail. Will continue to follow.


Description:
Left another message for Aimee. Told her that I felt that I was being a pest and that I would consider her account as Lost.


Description:
Received a message from Amy Beck saying that she had returned my calls. (I obviously did not get them.) She wants more information so I mailed a package today.


Description:
Received a call from Robin Samuels who has a friend who works at this company. Robin suggested I mail a package of information and then call the owner, Kevin Brinkley, to discuss. A package of information was mailed today.


Description:
Called Kevin Brinkley who said that he thinks this is a great benefit and he will get his materials prepared and delivered to me. He has a large percentage of Hispanic employees and is very interested in having assistance for their needs. I also mentioned our business services for his company. He is not interested at this time but will keep this in mind for later. He offers payroll deduction but not direct deposit. Payroll is prepared manually.


Description:
Left message for Kevin Brinkley to call. If he does not return this call, consider account as Lost.


Description:
Having not heard from Kevin Brinkley, code account as Lost.


Description:
Internet application submitted for this association. Came up as Pending. Faxed information to NCUA.


Description:
Called Dawn at NCUA since I had not received approval or denial. Dawn said that she had returned the request to me because the group's bylaws did not have a definable requirement for membership. I have passed this along to Melody, along with a copy of HLPT's bylaws.


Description:
Ann Jones mentioned this company and asked that I mail information to them. Will follow-up. Package mailed today.


Description:
Received a voicemail from Dr. Sweasey who said that they have just hired a new office manager. He will call me when they have time to get involved and have me visit their office to explain the benefit and procedures.


Description:
Mr. Schmidt called relative to affiliation. I mailed a package of info today.


Description:
Called Mr. Schmidt who said that he would try to get the paperwork in to me this week. He has een on vacation but wants to affiliate.


Description:
Vicky Denny came to our area and said that if we sent the paperwork by email to Chuck Geene that he would sign it today. She has been talking with Donna Griffin. I emailed information to him this afternoon.


Description:
I talked with Anita Stephenson. She asked me to write the letters needed for them to sign and send to Chuck. She said that Chuck's state president will sign the letters (one for triad area and one for the Charlote area) and then Chuck will get to me. Anita said she was unsure if they will do the Charlotte letter because of Carolina Telco. She believes that this just gives the employees a chance to choose their financial institution. I told her we were looking more into the Mooresville/Huntersville area and we would like this opportunity.


Description:
Met with Robin Stebich, Office Manager, along with other office managers owned by The Angell Group, to discuss possible affiliation.


Description:
Submitted this group to NCUA and received approval to continue.


Description:
Robin called and requested their enrollment for July 23: 1:30 until 4:00 pm in their breakroom. She said that employees already know about this and are excited. She asked if I could bring her packets ahead of time so that employees could have them to study before the enrollment date. I will deliver 150 packets to her. I asked her to tell the employees to bring their packets to the enrollment.


Description:
Belinda,Anya,Melody and David went to enrollment (07-23-2003) with the following results: We saw 29 employees ( 8- current members),14 new members,3 checking accounts,10 payroll ded,3 direct deposits,several car and  visa loans ref.


Description:
received a call from a friend of Keen Dr. Jim Sandberg who told us that his friend Rodney steel from this company is interested in a credit union. They said he has over 100 employees. I mailed out an information packet to him.


Description:
called Rodney to make sure he recieved the information packet. He said he has been out of town and just got back today and he did receive it. He said he would like to get with his administrator, Tracy Brown next week and for me to follow up on Tuesday with him. He did tell me this would be her decision.


Description:
Keen called Rodney back. He said he did not get a chance to talk with Tracy yet. He is interested in Allegacy and asked that we check back in a couple of weeks.


Description:
Called Jim Hodges, GM, at the request of Loraine Nowicki, Board Member. Mr. Hodges said that he was very busy this week but that he was interested in reviewing the materials. Mailed a package today. Will followup.


Description:
Spoke with Mr. Hodges who said that they considered affiliation but that they decided not to go in that direction right now.


Description:
Called Brenda Armstrong and left voicemail asking if she would be interested in setting up an enrollment with Allegacy. In the voicemail, I asked her to please call me back whenever she had a free moment to discuss (even if she wasn't interested).


Description:
called bob and left voice mail about coming out


Description:
Charlotte Airport Lab - signed up 4 new members
12/5 received email from Mary Elizabeth stating that she has added another 2 members from this sign up.


Description:
Presbyterian/Matthews - signed up 1 new member


Description:
Presbyterian/Ortho - signed up 6 new members


Description:
Held enrollment at Medical Park - signed up 10 new members, 10 checking, 9 payroll deductions, and 6 direct deposits


Description:
held enrollment at The Plaza Center - signed up 4 new members, 1 checking, 1 holiday, and 6 payroll deductions


Description:
Held enrollment at Forsyth Medical Center - signed up 3 new members, 6 holiday, 8 payroll deductions, and 1 vacation


Description:
Approved by Board of Directors for membership. Keen is working on the enrollment scheduling with Mary Elizabeth.


Description:
Approved by Board of Directors. They have 1,122 employees in WS, Gbrso, Reidsville and Burlington. They have 2,420 employees in Charlotte.


Description:
Met with Chuck Greene to discuss how we will get information to employees about potential membership. He suggested sending an all staff email with a link to our webpage. This link will allow the employees to see a new site on our webpage.


Description:
I called Monica back to schedule an enrollment. She is going to check with other staff and call me back with date. We have set a tentative date for Dec 17,18th.


Description:
I emailed Tina (our payroll contact) to see if we could schedule an enrollment due to the f/ctr opening in Mid December in Clemmons. I gave her listing of available dates.


Description:
went to warehouse on 11/24/03 - 7 new members
total of 12 savings accts, 6 holiday, 2 vacation, 4 checking, 2 loan, 4 overdraft & 3 direct deposit


Description:
SCHEDULED VISIT FOR 11/25/03
VERY GOOD TURN OUT
18 NEW MEMBERS, 17 HOLIDAY CLUBS,  
1 VACATION CLUB, 17 CHECKING ACCOUNTS, 16 DIRECT DEPOSITS, 11 PAYROLL DEDUCTIONS, 11 OVERDRAFT PROTECTIONS.


Description:
Wendy started coming to Westbrook Financial Center to get change. She is  not a member of the credit union. She was very upset. Jeannie Tilley  called and asked what we should do. Jeannie is going to offer to pay for her to open a membership account.


Description:
I updated the main number on the profile. -KM


Description:
NCUA approved this company as a SEG. Taking to board meeting on December 16th.


Description:
enrollment from 8am-2pm. Opened 3 new members, 3 checking accounts, 5 payroll deduction changes, 4 direct deposits, 2 holiday clubs, 1 loan application and 2 atm requests.


Description:
delivered 25 packets to Carolyn Twisdale, CFO per her request.


Description:
David went  to cancer center because John Williams called and said the slot marked credit union was out of packets. He found out new contact for that area.


Description:
Mailed packet of information to company attn Glenda. Amy spoke with her on the phone and they are interested in membership for Clemmons area.


Description:
mailed packet of information to Eric Meyers


Description:
received an email requesting information for company benefits. I mailed a packet to Janice Stevens at the address listed


Description:
called and talked to Steve. He is a friend of Dave Solomon. I asked him about his company and he said tell me about the credit union. I explained the benefits and offered more information as offering the credit union as a benefit to the employees. He was very short. I asked if it would be OK for me to mail a packet and he said yes. Mailed out 12-15.


Description:
Held enrollment from 11:30am - 1:30pm. 7 new members, 8 checking, 7 direct deposits, 7 P/R, 2 holiday clubs, 1 insurance.


Description:
called sheri hancock to set up enrollment 
left voice mail


Description:
left voice mail asking for enrollment date


Description:
called and spoke with amanda about an enrollment - she told me to call her Thursday morning


Description:
sheri called and said that they only allow 2 financial institutions to come in and at this time we cannot come in


Description:
talked to Syed Naqvi from the corporate office. His phone number is 908-351-5400.x 4295 He is open to paying for payroll deductions by bank debit rather than mailing us a check. He asked that we send him the authorization paperwork.His address is 620 Division Street Elizabeth, NJ 07207

I also talked with him about electronically sending payroll information. I told him it would not cost him anything. He said he would look into this after W-2 are mailed out at the 1st of the year.


Description:
Talked to Larry McGee about North Wilkesboro hospital. He said that this is a management contract and they are not Novant employees. He said that Mike Kimel is managing this project and I should contact him for more info.

I called Mike Kimel. He said they are use local employee government credit union. He said it would have to go through the county commisoners to get approval to bring in another credit union. Right now they only have a management contract.


Description:
I called Katrina Thompson because I had a conversation with Andy Harding that used to work at the league. He told me about this company. They recently merged with Crisp, Hughes and Evans a firm in Ashville. That made them the 15th largest accounting firm in the US. There will be a name change to dixon Hughes.
Andy said this will be a tough sale due to the relationships that the firms have with other financial instituitions. He recommended talking about current clients such as Womble Carlye.

I called today and left message on her voicemail


Description:
talked with Brad Johnston. He is a member of Allegacy and uses the Whitaker Park location. He asked me to mail the information to them about credit union affiliation. He said that their owner, Bob Neil is also 1/2 owner of Northpoint chrysler. I explained to him that the reason they have not affiliated in the past was because the CFO felt this would be a conflict of interest. I told him it is working well with North Point and he could call Jeff to talk about this. He is going to work on this. The CFO is still there.


Description:
Deana called me to check on this prospect again. They are currently with Members credit union. Deana's brother in law works there and had switched all of his accounts to us. Edwin welch, the owner of this company told him that he wanted to move his account here too. Deana suggested I work with Dolly and she will talk with Edwin to get this benefit for the staff. I mailed packet today.


Description:
Held enrollment from 11:30am-4:00pm. Signed up 10 new members, 7 checking, 5 direct deposits, 12 P/R, 2 holiday clubs.


Description:
Ken returned my call y leaving a message. He said the best way to reach him is to call 749-1773. I did and received his voicemail. I left him my cell phone number so he could call me back.


Description:
enrollment scheduled for January 2nd from 8-10 am


Description:
called and left Tracey Meroney a message that I mailed the packet of information to Eric, the CFO.

I saw her at the west area council chapter meeting and updated her. She talked with Eric and told me to follow up with him about affiliation


Description:
VISITED RALEIGH ON 12/18/03 
11 NEW MBRS, 4 CHECKING, 2 DIR DEPOSIT & 5 PR DEDUCTION - ALSO RECVD CONTACT NAMES FOR OTHER LOCATIONS


Description:
scheduled for enrollment @ 1:30 on jan 7 2004


# tblCloseProbability

fldDescription:
Company indicated desire to become an active group


# tblEmails

fldMessage:
Hi Shari,

This is a test.  Will you please let me know, if you get this.  Thanks.

Rita


fldMessage:
Hi Sylvia,

I thought it might be easier if I emailed you my question. That way, you can respond when you have time. We are currently testing a feature for our web products called WebChat. This program allows employees to email quesitons to a live person between the hours for 7:30 am and 8:00 pm. We are looking for a few groups to test this feature and see if the usage is there. All that would be involved with the test is to place a link on your company intranet site to the chat page. We would ask that you notify your employees that this is available and we even have written the script to anounce it. Please let me know your thoughts on this. We would love to test with your group because they are so "tech savy". Thank you for your consideration.

Belinda Wilson
Allegacy Federal Credit Union
774-2671


fldBcc:
pauline@accionhispana.org; eloyr@accusport.com; chmoran@awatts.com; tbell@acsbenefitservices.com; lharrell@adeleknits.com; mdonavan@advhomecare.org; lamazon@wfubmc.edu; jklee@rocktenn.com; tmann@allmanspry.com; quicke@alo.ca; robin.shelton@nwnc-redcross.org; merrell9@bellsouth.net; cdaily@arboracres.org; awhite@archerseal.com; deba@masenc.com; kpatterson@argusgroupinsurance.com; wburcham@aristainfo.com; mkiger@atriumwindows.com; ron@avone.net; tlee63@aol.com; ckennedy@baldeagletech.com; rreed@wfubmc.edu; smccarson@bayada.com; ctrivett@bayada.com; chuck.greene@bellsouth.com; tcheek0320@aol.com; rstebich@yadtel.net; bcci520@aol.com; wsdocs@brockandscott.com; tashby@buddgroup.com; chuck@octoberrealty.com; dsneedham@novanthealth.org; afausch@calvarystaff.com; billie.albert@cancerservicesonline.org; hedricj@rjrt.com; gpatterson@carolon.com; tina@case-closed.net; karen@cbdevelopment.com; PShah@centenary-ws.org; signndate@earthlink.net; cwhicker@ols.net; secretary@clemmonsmasoniclodge.org; clint@calawaylaw.com; jdavis@cmlmicro.com; jms@comerfordbritt.com; drcare2@bellsouth.net; pam@compustaff-inc.com; lthomas@computertree.com; superdot@mindspring.com; peter.laroche@cccsforsyth.org; drkelly@triadbiz.rr.com; cathyallen@coynebeahmshouse.com; dhwalker@craigebrawley.com; scw@sccgroup.com; curlyshd@mindspring.com; cyberinfo@cyberskills.com; dugginswelding@alltel.net; lharrell@adeleknits.com; email@datamasters.com; cnlion@bellsouth.net;  cmichael@davidsonwater.com; dwaterloo@aol.com; acox@davieconstruction.com; alane@debbiestaffing.com; becky.peterson@netunlimited.com; ccreye@mindspring.com; christyhutchens@earthlink.net; kblue@dudleyq.com; info@eastridge.net; administrator_elk@uhs-pruitt.com; elms@bellsouth.net; nsanford@xspedius.net; tom012564@aol.com; sedmonds@triumphgroup.com; erd@erdweb.com; debra.perkins@eisr.org; smohn@familyserv.org; lshields@firmlogic.net; mswicegood@firstassembly-ws.org; barttriplett@triad.rr.com; csawyer@flex-pay.com; cdcarden@triad.rr.com; davidbowman@fcds.org; spaughlaw@triad.rr.com; spoindexter@forsythradiology.com; csm@geotec.com; driddle@goelst.com; finance@goldingfarmsfoods.com; kcaines@goodwillnwnc.org; emattison@grahamandboles.com; graphicrewards@alltel.net; nvlcek@grphms.com; tony.snyder@hanesfinishing.com; shadden@hawthorneinn.com; rpayne@haywardnet.com; marth@hendersonbromsteadart.com; jamie.ledbetter@davidsonbishop.com; atuesta-hurst@kiscosl.com; hlpt@yahoo.com; nataliehrm@yahoo.com; joan.blevins@hospicecarecenter.org; inquiry@ufhg.org; clesh@haprinting.com; jdavis@cmlmicro.com; bhaidinger@ikon.com; ehall@iliant.com; cwebb@imprintsforfamiles.org; ccrouse@insteel.com; humanresources@insteel.com; suttonsr@ispsports.com; amyb@jsclark.com; bob.mccauley@jostens.com; markparham@joycefoods.com; amy.motsinger@jt-int.com; jlw@lasnnc.org; kgooge@lewisdaggett.com; smanring@loomisfargo.com; rguyer@luwausa.com; PHIL@APPRAISAL-PRO.COM; cmckinney@keystoneyouth.com; maryann@lantaltextiles.com; rcollins@lyndhurstgyn.com; van@mandmengraving.com; brown223@mc.duke.edu; cathybhayes@bellsouth.net; ratkinson@medcost.com; ratkinson@medcost.com; eileen@triadmentalhealth.org; labethel@northstate.net; cooper_winstonsalem@mbretailer.com; denise_pruitt@merfin.com; miller1211@yadtel.net; denise.ambrosio@mullen.com; craig@murraysupply.com; mwagnor@myerscs.com; pam.golden@vba.va.gov; robin.yates@netunlimited.com; smessick@noregon.com; omnpcpj@hotmail.com; MNHill@novanthealth.org; cdbunting@princesshouse.com; kathy.cooper@nursefinders.com; oldhickery@bsamill.org; kaflynt@oscmd.com; paige.green@bcbsnc.com; greg@paveways.com; smiller@pennwestern.com; clare.salgado@pepsi.com; kwatkins@phonetree.com; tbrown@pharmalabel.com; ameadows@purplepackaging.com; kswaim@physician-discoveries.com; valeriethomas@revivalsoy.com; ratkinson@medcost.com; fmccain@piedmontallergy.com; grzan@ourclub.com; jmcguirenc@hotmail.com; foltz@piedmontfence.com; mail@piedmontwindsymphony.com; jbenfield@pike.com; jnelson@qmf-usa.com; info@jawdocs.com; jsealey@qualcomm.com; remaxwsnc@aol.com; redemrws@bellsouth.net; redeemer@redeemerschool.org; reedysac@bellsouth.net; bakerj@rjrt.com; CALDWEL1@RJRT.com; lwhitaker@ronco.net; gmarett@salemdist.com; afulda@salemresearch.com; HR@salemtowne.org; samaritan@triadbiz.rr.com; debbieberg@saversmarketing.com; Richard.brodeur@exchangescan.org; sciworks@sciworks.org; kburnette@secca.org; awatts@secca.org; mdrye@triad.rr.com; tsealey@sharpeimages.com; RBHoller@LMUS.LeggMason.com; barbara.cannon@silkroadtech.com; andrew@serestaurants.com; linda.white@skanskausa.com; teelington@smithphillips.net; mako26@aol.com; patiencea@southernfasteners.com; jfalls@sgroupadmin.com; murrays@spectrumlab.org; jjohnson@spevco.com; Jbrown@stimmelpa.com; skoonts@summerindustries.net; nbramlett@summitschool.com; becky@sunprintingcompany.com; jsmalling@twgarner.com; sackley@tarheeltobacco.com; Lori.jostes@targacept.com; dwalker@tcilogistics.net; ljc@tcdi.com; kbeauchamp@temporaryresources.com; preavis@wsfcs.k12.nc.us; Geaster@ec-arc.org; brookstowngm@aol.com; gwilson@nceyebank.org; pahunter@wfubmc.edu; chipm@thephoenixcompany.com; phyllis@russellagency.com; joanne.carter@uss.salvationarmy.org; dsmall@specialchildrensschool.org; dee.smitherman@wsfoundation.org; breecetba@yadtel.net; staff@travelsolutionsagency.com; triadneu@bellsouth.net; sfox@trimarkusa.com; wanda@truckleaseservices.com; dabbruzzese@imageworksdisplay.com; william.kelley@uwforsyth.org; melissa.vernon@inmar.com; dougc@ventlab.com; dancarroll@vistarvsa.com; debbie.campbell@volvo.com; dshelton@vp.com; millerl@vmcmail.com; mauricje@wfu.edu; lynne.haywood@walkerfirst.com; msears@wfubmc.edu; dsmith@wfubmc.edu; womancare@aol.com; pkight@wcsr.com; woodard@woodardandcompany.net; Karen Shermer [k.shermer@ymcanwnc.org]; nmajcher@yw-cares.org; meadams@wfubmc.edu

fldMessage:
Come and join us for a free lunch- Tuesday, September 26th to learn about Allegacy Payroll Solutions.

RSVP to Belinda Wilson bwilson@allegacyfcu.org  or 336-774-2671


fldBcc:
pauline@accionhispana.org; eloyr@accusport.com; chmoran@awatts.com; tbell@acsbenefitservices.com; eric.ferlito@adamskeegan.com; lharrell@adeleknits.com; mdonavan@advhomecare.org; lamazon@wfubmc.edu; linda.smoak@alcan.com; jklee@rocktenn.com; tmann@allmanspry.com; quicke@alo.ca; robin.shelton@nwnc-redcross.org; merrell9@bellsouth.net; cdaily@arboracres.org; awhite@archerseal.com; deba@masenc.com; kpatterson@argusgroupinsurance.com; wburcham@aristainfo.com; jvanderlinden@artisinc.com; mkiger@atriumwindows.com; ron@avone.net; tlee63@aol.com; HAYESM@RJRT.com; ckennedy@baldeagletech.com; rreed@wfubmc.edu; smccarson@bayada.com; ctrivett@bayada.com; jsimpson@bayada.com; chuck.greene@bellsouth.com; tcheek0320@aol.com; rstebich@yadtel.net; bcci520@aol.com; vclanton@blueridgehealth.org; wsdocs@brockandscott.com; tashby@buddgroup.com; chuck@octoberrealty.com; dsneedham@novanthealth.org; afausch@calvarystaff.com; billie.albert@cancerservicesonline.org; hedricj@rjrt.com; gpatterson@carolon.com; carin.brown@carrier.utc.com; tina@case-closed.net; karen@cbdevelopment.com; PShah@centenary-ws.org; eadcock@centexconstruction.com; signndate@earthlink.net; todd@champtire.com; jsmalley@charlottecityclub.com; cwhicker@ols.net; secretary@clemmonsmasoniclodge.org; tmcglothlin@ctmsinc.com; clint@calawaylaw.com; jdavis@cmlmicro.com; jms@comerfordbritt.com; drcare2@bellsouth.net; pam@compustaff-inc.com; lthomas@computertree.com; superdot@mindspring.com; peter.laroche@cccsforsyth.org; cliff@cpi-nj.com; drkelly@triadbiz.rr.com; cathyallen@coynebeahmshouse.com; dhwalker@craigebrawley.com; scw@sccgroup.com; curlyshd@mindspring.com; cyberinfo@cyberskills.com; dugginswelding@alltel.net; lharrell@adeleknits.com; email@datamasters.com; cnlion@bellsouth.net; patesh@davidson.edu;  cmichael@davidsonwater.com; dwaterloo@aol.com; acox@davieconstruction.com; alane@debbiestaffing.com; beth.hudnall@delmonte.com; lesliew@discoveryplace.org; becky.peterson@netunlimited.com; ccreye@mindspring.com; christyhutchens@earthlink.net; kblue@dudleyq.com; info@eastridge.net; administrator_elk@uhs-pruitt.com; elms@bellsouth.net; nsanford@xspedius.net; tom012564@aol.com; sedmonds@triumphgroup.com; bastephe@gpi.com; erd@erdweb.com; debra.perkins@eisr.org; smohn@familyserv.org; lshields@firmlogic.net; mswicegood@firstassembly-ws.org; barttriplett@triad.rr.com; csawyer@flex-pay.com; cdcarden@triad.rr.com; davidbowman@fcds.org; spaughlaw@triad.rr.com; spoindexter@forsythradiology.com; csm@geotec.com; driddle@goelst.com; finance@goldingfarmsfoods.com; kcaines@goodwillnwnc.org; emattison@grahamandboles.com; graphicrewards@alltel.net; nvlcek@grphms.com; tony.snyder@hanesfinishing.com; shadden@hawthorneinn.com; rpayne@haywardnet.com; patricia.haynie@healthsouth.com; marth@hendersonbromsteadart.com; jamie.ledbetter@davidsonbishop.com; atuesta-hurst@kiscosl.com; hlpt@yahoo.com; nataliehrm@yahoo.com; joan.blevins@hospicecarecenter.org; inquiry@ufhg.org; clesh@haprinting.com; jdavis@cmlmicro.com; bhaidinger@ikon.com; ehall@iliant.com; cwebb@imprintsforfamiles.org; ccrouse@insteel.com; humanresources@insteel.com; ludmila@ihclt.org; suttonsr@ispsports.com; amyb@jsclark.com; bob.mccauley@jostens.com; markparham@joycefoods.com; amy.motsinger@jt-int.com; jlw@lasnnc.org; kgooge@lewisdaggett.com; smanring@loomisfargo.com; rguyer@luwausa.com; PHIL@APPRAISAL-PRO.COM; cmckinney@keystoneyouth.com; dcardwell@kwcp.net; lori@stillriverstudios.com; sherrih@lakenormanrealty.com; maryann@lantaltextiles.com; mtboyer@llgm.com; rcollins@lyndhurstgyn.com; van@mandmengraving.com; smiller@mccarhomes.com; brown223@mc.duke.edu; cathybhayes@bellsouth.net; glw10@meadwestvaco.com; ratkinson@medcost.com; ratkinson@medcost.com; eileen@triadmentalhealth.org; labethel@northstate.net; cooper_winstonsalem@mbretailer.com; kathy_blackmore@merck.com; denise_pruitt@merfin.com; dfrutko@agent16.com; miller1211@yadtel.net; momsurace@charter.net; mikes@mshealth.com; denise.ambrosio@mullen.com; craig@murraysupply.com; mwagnor@myerscs.com; pam.golden@vba.va.gov; robin.yates@netunlimited.com; smessick@noregon.com; omnpcpj@hotmail.com; MNHill@novanthealth.org; cdbunting@princesshouse.com; kathy.cooper@nursefinders.com; oldhickery@bsamill.org; kaflynt@oscmd.com; felicia.grogan@pacelabs.com; info@pariserchem.com; paige.green@bcbsnc.com; greg@paveways.com; smiller@pennwestern.com; clare.salgado@pepsi.com; kwatkins@phonetree.com; kodell@pfeiffer.edu; dpoole@pgtindustries.com; tbrown@pharmalabel.com; ameadows@purplepackaging.com; kswaim@physician-discoveries.com; valeriethomas@revivalsoy.com; ratkinson@medcost.com; fmccain@piedmontallergy.com; grzan@ourclub.com; jmcguirenc@hotmail.com; foltz@piedmontfence.com; mail@piedmontwindsymphony.com; jbenfield@pike.com; jnelson@qmf-usa.com; info@jawdocs.com; jsealey@qualcomm.com; bpage@quantum5280.com; remaxwsnc@aol.com; redemrws@bellsouth.net; redeemer@redeemerschool.org; reedysac@bellsouth.net; celeste.graves@remington.com; bakerj@rjrt.com; CALDWEL1@RJRT.com; lwhitaker@ronco.net; slawson@ctc.net; zulloi@ruderfinn.com; gmarett@salemdist.com; afulda@salemresearch.com; HR@salemtowne.org; samaritan@triadbiz.rr.com; khobgood@sfntc.com; debbieberg@saversmarketing.com; Richard.brodeur@exchangescan.org; sciworks@sciworks.org; gfarley@scurryconstruction.com; kburnette@secca.org; awatts@secca.org; wanda.edmunds@sglcarbon.com; mdrye@triad.rr.com; tsealey@sharpeimages.com; RBHoller@LMUS.LeggMason.com; cfurr@siegling-us.com; barbara.cannon@silkroadtech.com; andrew@serestaurants.com; linda.white@skanskausa.com; teelington@smithphillips.net; mako26@aol.com; patiencea@southernfasteners.com; jfalls@sgroupadmin.com; murrays@spectrumlab.org; jjohnson@spevco.com; Jbrown@stimmelpa.com; skoonts@summerindustries.net; nbramlett@summitschool.com; becky@sunprintingcompany.com; jsmalling@twgarner.com; sackley@tarheeltobacco.com; Lori.jostes@targacept.com; dwalker@tcilogistics.net; ljc@tcdi.com; kbeauchamp@temporaryresources.com; preavis@wsfcs.k12.nc.us; Geaster@ec-arc.org; brookstowngm@aol.com; kfgreman@aol.com; gwilson@nceyebank.org; jwgentry@ncgrange.com; pahunter@wfubmc.edu; chipm@thephoenixcompany.com; phyllis@russellagency.com; joanne.carter@uss.salvationarmy.org; rdibartolo@segalco.com; dsmall@specialchildrensschool.org; dee.smitherman@wsfoundation.org; breecetba@yadtel.net; twainwright@cornelius.org; staff@travelsolutionsagency.com; triadneu@bellsouth.net; sfox@trimarkusa.com; wanda@truckleaseservices.com; dabbruzzese@imageworksdisplay.com; f_singer01@yahoo.com; william.kelley@uwforsyth.org; melissa.vernon@inmar.com; dougc@ventlab.com; dancarroll@vistarvsa.com; debbie.campbell@volvo.com; dshelton@vp.com; millerl@vmcmail.com; mauricje@wfu.edu; lynne.haywood@walkerfirst.com; melanie.deservio@westin.com; msears@wfubmc.edu; dsmith@wfubmc.edu; womancare@aol.com; callison@wcsr.com; pkight@wcsr.com; woodard@woodardandcompany.net; Karen Shermer [k.shermer@ymcanwnc.org]; nmajcher@yw-cares.org; randybray@dsclogistics.com; cbaker@fourtruckers.com; p-shuma4@dealeremail.com; tammy_buckland@yahoo.com; trobins_pcs@bellsouth.net; h.williams@mattamymail.com; Deborah.king@carolinasnetcare.com; meadams@wfubmc.edu; cdaniel@kiscocl.com

fldMessage:
Just a reminder that the payroll lunch and learn is today. We look forward to seeing you.


fldMessage:
Hi Sally,

Can I bring ur payroll folks out to talk with you about our service. I think this would be a great benefit for you and your gorup.

Thanks
Belinda


fldMessage:
Hi Nedra,

Can I bring our payroll group out to talk with you about our payroll service. It will be a great benfit for you. Let me know. Thanks.

Belinda


fldFrom:
(Outlook Email Address) for kpichardo for kpichardo

fldMessage:
Good morning Martha,

Attached is an add you may use to inform your employees about Allegacy being on site.
We will be providing lunch I would like to get an idea or update on how many employees will be on site on this day. I would greatly appreciate the information.


If you have any questions or concerns please let me know

Sincerely,

Kevin pIchardo


fldFrom:
(Outlook Email Address) for tmyers for tmyers


fldMessage:
Hey Darin, 

Its Kevin from Allegacy I wanted to confirm your employee meeting is still taking place on the 28th of January? Could you please give me more details about time I should come, and duration of meeting I would greatly appreciate it.

Please let me know if you would like for me to bring anything for the meeting regarding any kind of drinks or snacks

Sincerely

Kevin Pichardo


fldFrom:
(Outlook Email Address) for mcclimd for mcclimd


fldAttach:
"C:\Program Files\SEGManager\Company Listing by City.snp"


# tblProfiles

QuickMemo:
Payroll: Belinda Jones, 704-532-3097; 704-532-7378 fax; belindaj@aldersgateccrc.com

DrivingDirections:
I85 South
Exit 41 - Sugar Creek Rd. Exit
Left onto W Sugar Creek Rd.
Right - Eastway Dr.
Left - Shamrock Dr.


MailingAddress:
Cone Health Cancer Center
501 N. Elam Avenue, Suite 2-006


BusinessDescription:
Retail sales and service of Ford vehicles

QuickMemo:
Payroll is processed at Montgomery Motors 1-800-682-4017


QuickMemo:
Marian, co-owner; Linda McCain, co-owner


BusinessDescription:
Medical speciality practice in allergy asthma and immunology

QuickMemo:
See Allergy Partners of the Piedmont.

Wilkesboro, Mt. Airy, Kernersville are other locations.


QuickMemo:
Christoper Cook is the Owner of Alliance Insurance Services.  He has 3 locations
 - Mt Airy, WS and Walnut Cove


BusinessDescription:
provider of childcare 1st, 2nd and 3rd shift


QuickMemo:
2 W-S locations, 1 in Clemmons & 1 in Advance, NC


LostReason:
No payroll deduction or direct deposit available. No response from company


BusinessDescription:
Interior and exterior home remodels and repairs.

Company:
A thru Z Construction & Handymans Services, Inc.


BusinessDescription:
Care for those with learning, physical disabilities


QuickMemo:
No street address listed on web site.  Sandra Kay listed as chairperson on 1/15/20; reaching out tomorrow


BusinessDescription:
develop and manufacture sports technology


LostReason:
See Note..will not join now. Conflict of Interest concerns.

QuickMemo:
As of 2-18-00, Bob Watson of the firm advised that they have several employees on bank boards and they have ruled out joining RCFCU.-KM.


BusinessDescription:
Third Party Administrators of health plans

LostReason:
Company has a close relationship with CCB. Not interested at this time.


LostReason:
No interest among employees at this time.


QuickMemo:
Formerly Snug Harbor Specialties, Inc. (Accent Screen Printing).


LostReason:
Company does not offer payroll deduction or direct deposit

QuickMemo:
Triad Busi. News top 25 fastest growing 10/29/99.  Followed up with firm 2-21-00.  Mailed SEG packet 2-23-00.  Will follow up 3-7-00.-KM.


BusinessDescription:
Professional Employer Organization (employers of Pilot Therapeutics and Tri City Mechanical


Company:
Adams Mulford Contract & Architectural Furniture I


QuickMemo:
Formerly Advance Chiropractic Clinic.
Part of the Carolina MediCredit Credit Union merger.

Only 1 Dr. there and she has requested no visits. Contact by phone only. Do not use e-mail. Maxine Collins is payroll contact.


QuickMemo:
Celeste's e-mail address is: lunalucy@aol.com. Celeste is also payroll contact.


BusinessDescription:
Electronic, motor and hydraulic repair facility


BusinessDescription:
Manufacturers of high-quality circular knit products


LostReason:
Company has not returned calls. Shows no interest

QuickMemo:
donna padgett's number in king office 983-2121


QuickMemo:
connected with Tyko-- Everything for CU affiliation must go through th corporate office.      

 561-988-3600 -- Corporate Office in FL


Company:
Advanced Home Care, Inc. - Winston Salem

QuickMemo:
This is the WS location.  Corporate Office has separate Profile page.

Rebecca goes by Becky. 

Located near old Mortgage Dept.


QuickMemo:
Formerly Triad Respiratory Solutions.

Full name is Trinity Healthcare of Winston-Salem dba Aerocare.


LostReason:
Corporate office refuses to allow credit union affiliation.

QuickMemo:
Affiliated w/ Corporate America Credit Union.


LostReason:
Company felt that our name was not generic..went with Trulliant


QuickMemo:
Affiliated w/ Truliant Federal Credit Union and 2 other CU's.


QuickMemo:
Corp: Atlanta: 1201 W. Peachtree St., Atlanta, Ga 30309
Local HR: Claudine Woods, HR Coordinator


QuickMemo:
Formerly Advanced Technology Sales and Service.


QuickMemo:
Affiliated w/ Members Credit Union

Mocksville manufacturing facility location also known as Entrematic


BusinessDescription:
Part of Oracle Packaging / RJR/ Business Services Packing Supplies and Equipment for tobacco

QuickMemo:
Service Center Piedmont Advantage CU in Eden

Formerly Alcan Packaging, Inc.


LostReason:
Company was already affiliated with Summit CU

QuickMemo:
Affiliated w/ Truliant FCU and Summit CU.


QuickMemo:
Could not locate a web site for company.


QuickMemo:
Formerly American Red Cross, NWNC Chapter.

Part of the Carolina MediCredit Credit Union merger.


BusinessDescription:
Sealing products for comm. Aircrafts, automobiles, RVs & offices.  Misc. Textile Prod Mills.


QuickMemo:
Formerly Caldwell Hospice & Palliative Care


LostReason:
Already affiliated with Tyco Electronic CU

QuickMemo:
Joseph Donahue, General Manager, phone for sales 769-5010
They are in transition now. Laying off. 9/17/99.  They are part of TICO Electronics CU.-KM 2/18/00.


LostReason:
Opposed to smoking in our branches. Not interested at this time.


Company:
AMR / Actuarial Management Resources Inc


QuickMemo:
THE STATISTICS PAGE IS HOLDING OLD INFORMATION BECAUSE AT SOME POINT THE SEG ID WAS REMOVED SO IT CAN NO LONGER COLLECT CURRENT DATA.


Part of the N.C. VA Employees FEC #00208 merger.


Company:
Amy V. Harper O. D. PLLC dba Triangle Visions Opto

QuickMemo:
PO Box 306 Kernersville NC 27285

Full dba is Triangle Visions Optometry of Kernersville


LostReason:
Company already affiliated with Metropolitan CU in Norwood, MA

QuickMemo:
corporate headquarters in Norwood MA, with metropolitan credit uniion


QuickMemo:
Company has closed.

See NOTES for more info on the other companies under them


Company:
AON Risk Services, Inc. of the Carolinas


LostReason:
Already affiliated with Members CU--location of branches


QuickMemo:
Based in Charlotte with add. Offices in the East Coast. Subsidiary of Lime Energy Co as of June 11, 2008.


QuickMemo:
Part of the Carolina MediCredit Credt Union merger.

Full name is The Triad United Methodist Home a.k.a. Arbor Acres.

Cynthia's e-mail is: cschaub@arboracres.org. Susan is payroll contact.

New HR Rep Donna Schimmenti found on linkedin


Company:
ARCA - Addiction Recovery Care Association, Inc.

QuickMemo:
This is part of the Carolina MediCredit Credit Union merger.

Mandy Ball is payroll contact.


QuickMemo:
Per conversation with contact in 2015 - not interested in on site visits.


QuickMemo:
3 Miles from new Yadkinville Branch; lead from Pam Marion in 2014


Company:
Austin-Caputo Physical Therapy Services, Inc.


QuickMemo:
Other NC locations: W-S, High Pt & Wilson


LostReason:
Company did not respond to latest request for information.

QuickMemo:
Village Care of King/Autumn Care of Mocksville  Paid bi-weekly, Fridays.    Ave. age. Mid-30's. Ave. income $18,000.  Also have a location in Salisbury. 21 locations in 2 states


BusinessDescription:
makes interior products for commercial aircraft; 3 locations; HR rep was let go this week;

LostReason:
Company affiliated with Team & Wheel CU--Union employees

QuickMemo:
With team and wheel and members credit  union


QuickMemo:
Amperiprise Financial franchise

Robert J Webb goes by RJ


LostReason:
Company alreadyaffiliated with Philips CU


DrivingDirections:
I77 S to Exit 11A Brookshire
3rd Street exit
Left - Kings Dr. 
Changes to Central Ave. (pass Salvation Army store) 
Left - Hawthorne 
1100 Hawthorne


BusinessDescription:
Manufacturer of advanced rubber components


BusinessDescription:
This is no longer payroll processing. It is a mail center


BusinessDescription:
manufactures catheters and medical produts


BusinessDescription:
Manufacture Power and Telecom enclosures

QuickMemo:
I-40 East to 52 South. Exit 97 and go straight into Welcome Business Park. 1st building on the left.

Formally known as Emerson.

Coordinate on-site with Connie Shoaf


LostReason:
Company has a group banking relationship and not interested in a credit union affiliation.


BusinessDescription:
Other Support Activities- Air Transportation

QuickMemo:
Kim Vallejos, HR Coord.  Genesa Trougden, HR Asst.


QuickMemo:
No longer affiliated with EPES Carriers.


QuickMemo:
HQ in Wilmington, NC.
Eric Farmer is VP of Triad operations.


QuickMemo:
Full company name is FourSquare, LLC dba Battery Watering Technologies.


Company:
Bayada Home Health Care - Foothills Adults


BusinessDescription:
BAYADA HAS THEIR OWN DIRECT DEPOSIT FORMS

QuickMemo:
Tom's e-mail is: tmylet@bayada.com, Tom is now Regional Director. Contact Laura Swaim, both are Recruiters for Bayada. Donna in payroll: 856-793-2300. Headquarters is in Morristown, New Jersey
Avg. Age of Employees: 25-30
Avg. salary:not disclosed


QuickMemo:
Payroll: Carol Quin, Bayada Nurses, Accounting Office, 101 Executive Dr., Suite 5, Moorestown, NJ 08057; 856-778-4402
Thursdays
Avg. Age of Employees:37
Avg. Salary:$8905 (mostly part time)

DrivingDirections:
Located at Shoppes at University Place above Wine Vault


QuickMemo:
Bill Bongaerts is President but on the way out (bill@beaufurn.com)


QuickMemo:
Declined due to specializing in Banking law and can't sign NCUA paperwork w/o offending other banks/CU's; declined on 7/11/14

As of 2021 this is no longer an issue!

Carolyn Chambers processes payroll.  336-714-4105, cchambers@belldavispitt.com


QuickMemo:
Full name is United Fleet Solutions dba Bepco, Inc.

Second location address is 7700 Boeing Dr, Greensboro, NC 27409. (10 emps)


LostReason:
This company relocated to Richmond, VA but they have their own cr union

QuickMemo:
has creid tunion and has relocated to richmond va


Company:
Berkshire Hathaway Home Services/Yost & Little Rea


Company:
Berkshire Hathaway HomeServices Carolinas Realty

QuickMemo:
Formerly Graham + Boyles Properties & Prudential Carolina Realty.

Eileen Mattison is payroll contact. Her e-mail is: eileenmattison@prucarolinas.com


Company:
Bermuda Commons Nursing & Rehabilitation Ctr

DrivingDirections:
Located across Hwy 801 from Bermuda Run/ Village.


QuickMemo:
Donna's home phone number: (336) 940-2246. Bonnie's home phone number: (336) 940-2735.


QuickMemo:
Robin Stebich's is payroll contact at: rstebich@yadtel.net; (fax) 940-2140.They do payroll in house


BusinessDescription:
Medical provider with multiple locations


Company:
Bethlehem Community Child Development Center

QuickMemo:
Formerly Bethlehem Community Center.

Part of the Carolina MediCredit Credit Union merger in 1999.


Company:
Big Brothers/Big Sisters Of Forsyth County, Inc.

QuickMemo:
Part of the Carolina MediCredit Credit Union merger.

Bert Grisard is payroll contact.
Right across Bill Hege Carpet.


LostReason:
Already affiliated with Team & Wheel FCU


QuickMemo:
Amber Groce is Jody Groce's wife(Ex-member Advisor from Peace Haven Branch)


LostReason:
Company has been affiliated with Members CU for some time.


QuickMemo:
Juanita's e-mail is: jheiser@bmhs.us. Her direct number is: (336) 564-1007.


QuickMemo:
Located at 5 points intersection in BB&T building (Can enter parking lot from Country Club). Sally Barbour is payroll contact.


QuickMemo:
Full name is B. Kelly Enterprises, Inc dba Blue Caffee'.


QuickMemo:
Formerly Partners National Health Plan of North Carolina.

Part of the Carolina Medicredit Credit Union merger.

Other location w/ 100 employees: 3333 Healy Drive W-S, NC 27103.


QuickMemo:
Affiliated with Sharonview CU

See entries for Britthaven of Kernersville


LostReason:
Executive Director said they are not interested at this time.


QuickMemo:
Part of the Carolina MediCredit Credit Union merger.


QuickMemo:
Tracy: 659-5030; tashby@buddgroup.com. Sally Jackson and Wayne Sloap in payroll: (phone) 765-7690, or by mail.


LostReason:
Employee survey revealed that staff not interested


QuickMemo:
Corporate Office:
4670 Haven Point Blvd.
Indianapolis, Indiana 46278


QuickMemo:
Dena Toth - pronounced 'Toe-th' email:dena.toth@caldwellacademy.org


QuickMemo:
For anything involving the teachers only-contact Roger Wiles at 714-5451. EM:rwiles@calvarystaff.com

When sending an email, send to both Al and Sharon.


BusinessDescription:
contract research organization primarily for pharmacuetical and biotech companies.

LocationAddress:
4180 Mendenhall Oaks Parkways, Suite 160

MailingAddress:
4180 Mendenhall Oaks Parkways, Suite 160


BusinessDescription:
Commercial & residential property development & management


QuickMemo:
Payroll contact:  Memphis office is corporate, 

Formerly VP Buildings


Company:
Blumenthal Nursing & Rehab (Universal Health Care)

QuickMemo:
Formerly Blumenthal Jewish Home.

Part of the Carolina MediCredit Credit Union merger.


QuickMemo:
Do Not Contact.

Only became SEG for payroll services and is not interested in employee membership services.


Company:
Brenner Children's Hospital Peds - Winston East

QuickMemo:
A part of NC Baptist Hospital, Brenner Children's Hospital.

Formerly with Aegis Family Health Center


LostReason:
Company's interest in affiliating has declined. No further contact.


Company:
Canady, Thornton, Burge, Brown & Laws, LLP


BusinessDescription:
Cancer awareness; non profit human services


LostReason:
Company does not meet guidelines set by management


QuickMemo:
'Employees' population is teachers and faculty. Students not included because they aren't permanently at Career Center and are eligible through their school via SRCU


LostReason:
Already affiliated with First Resource CU in Michigan. Employees in Greensboro do not know about their credit union affiliation.Considered us but they need an institution that has branches across the entire state for cashing employees checks.  No dir dep.

QuickMemo:
Sally Caldwell District Manager, not interested do not offer payroll deduction


BusinessDescription:
supply chain solutions and logistics facilitator


Company:
Carilion Labs Inc dba Presbyterian Reference Lab


LostReason:
Small company with only 4 employees interested in affiliating with the credit union.


QuickMemo:
Woman at the front is Issie Tutterow, wife of Jason Tutterow (they appear to be the owners)


QuickMemo:
Dr. Temas' wife:  Janet Temas 336-768-5699. Don't leave msgs with their answering service b/c they get charged for this.


LostReason:
Account reassigned to National Accts. Rep


BusinessDescription:
Specialist in Chemistry Reagents, Drugs of Abuse, Chemistry Analyzers and Service


LostReason:
Small company. Most of employees are already members of Truliant.


QuickMemo:
Jamie is office rep I speak with when I visit

Steve Vick is the President; Greg K has tried a while for him


BusinessDescription:
Non-profit dedicated to the education and conservation of birds of prey

QuickMemo:
Web address is correct but SEG Mgr will not connect.


BusinessDescription:
Commercial and Real estate cleaning services


QuickMemo:
Formerly Piedmont Baptist College. Changed again to Carolina


QuickMemo:
Kathy Goliszek 336-245-2135 Office Manager kgoliszek@cuaws.com

Part of Novant Health 

Kelly no longer there


QuickMemo:
Satellite Office at 1598 Westbrook Plaza Dr WS, NC 27103


QuickMemo:
Formerly Blue Ridge Healthcare.

Makes up Grace Hospital and Valdese Hospital along with several physician offices. Affiliated with Members and Telco CU.


QuickMemo:
Do Not Contact. Is not interested in services since Charlotte locations closed.


QuickMemo:
This company also w/ Center for Clinical Research


BusinessDescription:
Manufacturer of air conditioning, heating and refrigeration equipment


LostReason:
Company already affiliated with Members CU & Truliant


LostReason:
H.R. Rep. Is not interested at this time.  Will followup later this year


BusinessDescription:
High School-Donna Horton-Berry is the principal

QuickMemo:
'Employee' population is teachers, faculty, and students


BusinessDescription:
Private investigators specializing in fraudulent insurance claims.


LostReason:
Company feels that their ties to bank relationships would be harmed by an affiliation with AFCU


LostReason:
Almost a year has past and company made no effort to communicate.


LostReason:
Company looking at various credit unions. No more communication with AFCU.


BusinessDescription:
Manufacture steel wire for gardening products

QuickMemo:
Harry Sages may still be at Rural Hall as CFO but website says Jacob Kearns (jkearns@cavertwire.com) is Territory Manager

800-969-2601 x586 (office)
724-963-8195 (cell)


QuickMemo:
Formerly TCI Logistics, Inc.

Celadon in bankruptcy; give a few months and see if they get bought. Barry's email is 
bwarf@celadontrucking.com


Company:
Centenary United Methodist Church & Daycare

QuickMemo:
located downtown by Library off Broad street. Physical address is 646 West Fifth Street, W-salem. Payrol contact: Pragna Shah ext 269


QuickMemo:
This company is w/ Carolina's Pain Institute PA


DrivingDirections:
I85 South - Take Exit 33 - Billy Graham Pkway 
Left off ramp onto Billy Graham Pkway
Tyvola Exit- Left off ramp 
Next stop light - turn left - Cascade Pointe Blvd.
Turn Right onto Glen Lake Dr.
1st bldg on left #3735
2nd floor - right off elevator


Company:
Central Carolina Surgical Eye Associates, Inc

LostReason:
Managers unresponsive. Dropped under new guidelines.

MailingAddress:
3320 Silas Creek Pkwy;Hanes Mall Ste 508


DrivingDirections:
Mount Holly Huntersville Rd.
Cross over Hwy 16
left - Bellhaven Blvd. (traffic light)
2 miles on left - Coulwood Shopping Center
next to Sports Page Deli


LostReason:
Already affiliated with Summit Credit Union


QuickMemo:
Do Not Contact. Is not interested in employee benefit services.


QuickMemo:
Full name is Change Healthcare Practice Management Solutions Group, Inc.

Formerly Iliant Management Directions and Management Directions of North Carolina.


QuickMemo:
Develop the plastic moldings for jars of Estee Lauder products. Branches in China, Asheville, and Asheboro


Company:
Craige, Brawley, Liipfert & Walker, L.L.P.

LostReason:
Not interested at this time. Will reconsider if the firm grows.

QuickMemo:
Greg Hinshaw's direct line: 770-1277. Email: ghenshaw@craigebrawley.com.
Debbie Walker's email: dhwalker@craigebrawley.com.


Company:
Creative Journeys  dba Drama Kids International


QuickMemo:
Affiliated with Healthshare CU. The is the CU for all of Cone Health hospitals.


QuickMemo:
ONLY EMPLOYEES AT GREENSBORO LOCATION ARE ELIGIBLE TO JOIN.

Part of Tank Line Federal Credit Union merger.


BusinessDescription:
custom software development; web application construction


BusinessDescription:
provides land preparation, landscaping, irrigation & maintenance

QuickMemo:
275 local employees
offices in Greensboro, Atlanta, & Hilton Head

DrivingDirections:
LEFT onto EASTFIELD RD. 
RIGHT onto ALEXANDERANA RD.
LEFT onto STATESVILLE RD/ US-21.
LEFT onto METROMONT PKWY.


BusinessDescription:
Contract-manufacturing firm that serves customers in electronic industry


Company:
Edmund Center of Neuromuscular and Massage, The


QuickMemo:
Located at the Station House inside the old Source Recycling building. On the front side of building, facing Raleigh St.

DrivingDirections:
277 - South Blvd. Exit
Right - Park Ave. (before East Blvd.)
Right - Camden Rd. (after crossing rr tracks)
Right Side
Turquoise Awning


LostReason:
Account reassigned to National Accts. Rep.


QuickMemo:
Rhonda Hawks is payroll contact by phone at: 704-334-3200.


Company:
Charlotte Independence Soccer Club - Employees


Company:
Charlotte Independence Soccer Club - Members

QuickMemo:
Formerly North Meck Soccer Club Association - Members.


QuickMemo:
Other plant locations: Pennsylvania, Alabama, Florida, Texas, and Nevada.


DrivingDirections:
I-85 S to SUGAR CREEK RD EXIT 41
L onto W SUGAR CREEK RD.
R onto EASTWAY DR. becomes N WENDOVER RD.
R onto LATROBE DR.


BusinessDescription:
ambulatory outpatient surgery; formerly Healthsouth Surgery Center

QuickMemo:
Payroll: Patricia Haynie, 704-377-1647; fax 704-358-8267; 2825 Randolph Rd., Cht, NC 28211
Payroll: Kim Lee 205-968-6496 ( Birmingham, Albama)


LostReason:
HR manager is too busy and will not consider.


QuickMemo:
Formerly McLain & Steedle, PLLC.

See NOTE PAD for other locations.


