# tblActivities

Description:
I received an email from Jonathan Sizemore. He is the assistant director of Business and Financial Administration. His email is jesizemore@calvarystaff.com

He said he is meeting today with Al to talk about the certificates and asked me to email him the current rates.  He said he would let me know how the meeting went.


Description:
I received an e-mail from Angie letting me know she left a message for Kim Lee in Birmingham.  She is missing payroll forms for 3 of the employees and cannot locate 1 employee in focus.  I e-mailed Patricia at Healthsouth to see if she has copies of the payroll forms and the member number of the employee we can't find in focus.


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3 new members, 2 ck, 1 mortg. Ref, 2 payroll ded, 2 direct deposits.


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Talk to Velerie about an enrollment.She will contact Allegacy in Jan.2005.


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I e-mailed Melissa to confirm our lunch meeting tomorrow.


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Called and left a voicemail for David Lambert to discuss credit union affiliation.


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I sent John an e-mail introducing myself and inviting him to lunch.


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I received a voice mail message from Linda letting me know she hasn't had a chance to look at the information I sent her but she hopes to in the next couple weeks.


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I tried to contact Vernon but he was unavailable.  I didn't leave a voice mail message.


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I left a voice mail for Tonya following up on the information I sent.


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I tried to contact Steve.  I didn't leave a voice mail message.


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I spoke w/ Gail.  She is going to talk to her Hispanic employees to see what kind of response she gets.  I e-mailed our survey to her.


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Called and left a voicemail for Sandy about possible affiliation with Allegacy.


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I spoke w/ someone who told me the company offers their own credit union - Eaton Family Credit Union and they wouldn't be interested in offering a local credit union for their Mooresville employees.


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I left a voice mail message for Victor Clark, CEO of this 166 employee Mooresville company.


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I left a voice mail message for Thomas.  This Mooresville company has about 150 employees.


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I left a voice mail for Lisa.  This company in Mooresville has about 150 employees.


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9/15/04 
I met w/ Sherri and Bethany.  They are very interested.  Sherri is going to present us to corporate to see if they will allow a local credit union.  She is also going to send me the contact information for the local SHRM group so we can sponsor a breakfast or lunch meeting and present Allegacy to a group of HR people.


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I tried to contact Steve again today but he was unavailable.  I didn’t leave a message.


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I spoke w/ someone who told me I would need to speak w/ Greg Smith.  They currently offer a credit union but may be looking to offer another.  Greg was unavailable and I was told to try back later.


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I spoke w/ Carol who told me they currently offer Charlotte Metro.  I asked if she would like to offer another financial option since we are a much larger credit union.  She told me to mail her some information.  I mailed a packet today.


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I spoke w/ Melissa.  We rescheduled our lunch meeting.


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Attended a sales call with Allen Kniceley. Melody and I went over Allegacy's products and services and affiliation process. Allen was already familiar with credit unions and likes the idea of offering the benefit to his employees. The company is currently expanding and will hire 100 new employees over the next year. Allen has asked that I contact him again before returning to Morganton on October 8th. He was very positive towards CU.


Description:
Attended a sales call with Dean Justus. Melody and I went over Allegacy services and the affiliation process. He said they were already affiliated with Telco Credit Union, however, he had a few "quarks" with them and his employees. Dean's wife already has a savings account with Allegacy and he likes the idea of a larger, more convenient CU. He asked that I call him back in early October and he may meet with me again on October 8th. I've asked that he complete the paperwork before our next meeting if he is interested in possible affiliation.


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Dropped off 30 new membership kits to the Morganton Rock Quarry. They have approximately 25 employees. I left my business card and asked Deborah to pass it on to Brad Allison.


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Stopped by to check on the status of Case Farms affiliation decision. I spoke with the HR manager, but he said the final decision lies with Sheila Bridges. He mentioned the two of them have talked about the CU and think they will move in that direction. Sheila was out for the day. Will call her next week to check.


Description:
I received a voice mail message from Gail requesting ATM locations and the English version of the Spanish brochures Melody sent.  I spoke w/ Gail and showed her how to find the no-surcharge ATM's and Co-op ATM's on our website.  I also explained that they can use the grocery stores, Walmart, & Target to access their money w/o a fee.  I e-mailed Melody requesting information on checking accounts for Hispanic employees w/ little or no credit and the English version of the Spanish brochures she sent me.


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I e-mailed Gail the English version of the brochure.


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Picked up the affiliation paperwork. Sent a 'Thank You' note in the mail to Jenny Surmons for all her work.


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I spoke w/ Tom.  He hasn't had a chance to talk w/ his boss yet and corporate people are down today.  He told me he will call me when he has an answer for me.  He promised to keep up with the information he has on his desk about us.


Description:
I met w/ June today.  She is part of a network of HR people in the Mooresville community.  Apparently they are a tight group and use referrals from the group to make benefit choices.  This was the group Larry w/ Foamex spoke to me about.  June is very interested in offering credit union services but since we do not have a location close by she is going to do some research on other credit unions including Corporate America Family Credit Union who seems to already be affiliated w/ several companies in Mooresville.  She asked me to check back w/ her in a couple weeks.


Description:
David Foster, Anya Pacyga, and David Saint-Hilaire attended initial enrollment. Gave presentations to both shifts. Signed up 24 new members, 22 checking, 22 DD, 6 P/D, 1 vacation club, 8 overdrafts, 1 business acct, and 2 PFPs.


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Anya and I attended SECCA's Welcome Back to College Night. Held drawing for Wal-Mart gift card and spoke to approximately 10-12 students.  A few were already members. Many in attendance were still in high school. Signed up 2 new members.


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Gary Patterson returned my call and we set up an enrollment on October 12th from 2:00-4:00pm. Belinda and David Saint-Hilaire will attend.


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Spoke with Sue and she gave me the current list of 12 employees being charged for their checking accts w/ DD. These employee's accts have been switched to Totally Free, so no further fees will be incurred.


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Received a voicemail from Sandy returning my call. I tried to reach her, but had to leave a message as well. I let her know that I would be calling back on Monday to discuss the credit union benefits.


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Received an update from Donna Hennessey. Bo Davis, a current board member at Oak Valley, is already an Allegacy member. He is going to bring up possible affiliation at their next meeting in early October. Donna will fill me in on their decision to look at this further.


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I e-mailed Charlie confirmation on the enrollment date.


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I spoke w/ Larry at Foamex and told him I met w/ PGI and sent information to Wincup.  He is part of the Mooresville HR association and will put in a good word for us.


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I received an e-mail requesting we move the enrollment date.  Sheila has conflicts the week of the 4th.


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I met Sheila for lunch.  She wants to schedule the enrollment for the week of the 4th.  She is also going to talk w/ the HR person at the plant to see when we can schedule an enrollment out there as well.


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I e-mailed Sheila possible dates early October for the enrollment.


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I received an e-mail from Charlie letting me know Nov. 11th is fine for us to do the enrollment.


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I e-mailed Gail the answer to her checking account concerns.


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Left a voice message to Harold Holmes - Dean of Student Services to discuss credit union affiliation to students. 
(336) 758-5226


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Left a message to Nanita Cole, Benefits Manager, to discuss possible CU affiliation for employees and students.


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Left a message to Harold Holmes, Dean of Student Services, for possible CU affiliations to students.


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Left a voice message to Kelly Hilliard, Human Reourses Chair, for possible CU affiliation for students and employees.


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Left a message to Kelly Hilliard, Human Resource Services Chair, regarding possible affiliation with the CU for students and employees.


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Held enrollment from 9:30-10:30. Gave a presentation to 12 employees in their conference room. Signed up 2 new members, 2 checking, 2 DD, 2 PD, 1 overdraft. Lots of interest in children's accounts.


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Left a voice message to Amy Helton, owner, to discuss possible affiliation with the CU. 
Owner was David Foster's teacher.


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I received a post card in the mail at home announcing this center.  I left a voice mail message for Elaine offering credit union services.


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I visted Candace and brought updated membership packets. She said she hold orientation and delivers them to all new hires. Some have gone into Whitaker Park Branch and opened accounts.


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Called and left a voicemail for John in regards to a follow up on the information packet sent.


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Called and left a voicemail for Gordon reminding him of the October deadline to receive affiliation paperwork. I left my direct number to return my call if he had any questions or needs assistance.


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Called to reach Billy in regards to a follow up on the information packet sent. I spoke with Michelle who took a message for Billy. She said she will have him call me back at his earliest convenience.


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Called and spoke with David Lambert about affiliation. I requested a sales meeting, however, David said his firm just wasn't ready to add any CU benefits right now. He is still possibly interested and asked that I call back in a month or two to discuss again.


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Called to reach Melissa to follow up on our last conversation. I spoke with another employee who is passing my message on to her. Will look for her to return my call soon, or will try back.


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I tried to contact this company in Mooresville but the person who answered the phone told me they were all set w/ benefits.


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I tried to contact this 120 employee company in Mooresville.  I left a voice mail message for Doug.


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I left a voice mail for Wanda.  This 105 employee company in Mooresville would be a great addition for our Huntersville location.


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In enrollment for empl. (6 new members, 6 direct deposits, 4 payroll ded, 2 visas, 2 home Eq)


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I received an economic development notice from the Charlotte Chamber about this company opening a distribution center in the University area.  I left Kyle a voice mail message.


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I received a voice mail message letting me know he had discussed us w/ his team and Mike Vaugn is interested in sitting w/ me to learn more about Allegacy.


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I left Mike a message w/ the receptionist.


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Sona Laser changed their name to Sona Med Spa.


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Joyce is out of the office.  The person who answered the phone suggested I try her tomorrow morning.  Joyce usually works mornings.


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I attended the Center City luncheon today and the speaker was the president of Johnson and Wales.  After the meeting I asked him if they would be willing to offer the credit union to their students.  He told me he has never been asked that question so he couldn't say yes or no and referred me to the Director of Operations, Mark Norman.  I spoke briefly w/ Mark who is currently a member of a credit union and told me that he would check on it for me.  I e-mailed Mark to thank him for his consideration.


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Joyce is out of the office today.  The receptionist told me she will be in tomorrow from 8am - 2pm.  She also told me that they don't currrently offer credit union services.


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I spoke to Mark about the branch hours to see if we will be convenient for him to do his business checking with us. Since he only has 3 employees I am taking him off my prospect list.  He is going to call me if he decides he would like to open a business account.


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I spoke w/ Chuck and he isn't interested.


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I left a voice mail message for Amy.  This racing company has about 100 employees in Mooresville.  They used to be SABCO Racing.


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Byron is not in the office today.  He is working on their other location.  He will be back in the office on Monday.


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Scheduled enrollment for Oct. 7 '04 from 9-11 a.m. Irene, Carolyn, and Melody will attend. Today, I shipped premiums and membership packets for 10 individuals and send them an all-staff e-mail to promote enrollment.


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Scheduled enrollment for Oct. 6th from 9-12. Irene, Caroyln, and Melody are attending.  Send premiums and member packets for 25 individuals, and an all-staff e-mail promoting enrollments.


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Scheduled enrollment for Oct. 6 from 2-4 pm. Irene, Carolyn, and Melody will be attending. Send premium and member packets for 40 individuals, since they just recently hired, and an all staff e-mail promoting enrollment.


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Laura called to inquire why an employee of datachambers was unable to join. I told her that this company was not added originally only twin city and adele knits. I offered to email her the information necessary for adding the group.


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I dropped by Carl's office to introduce myself as the new Charlotte area representative.  I left a box of fresh baked cookies w/ Diann, Carl's secretary.  She was very excited about the cookies and gave me her direct line so I can call before I come next time to make sure Carl is in.  He is in Charlotte all day today.  She also told me they are closed from 12:30pm - 1:30pm every day for lunch.


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I e-mailed Sherri to follow up and to see if she has the contact information for the Charlotte chapter SHRM association she mentioned over lunch.


Description:
I spoke w/ Lois and they offer Local Government Employees Credit Union which is a division of State Employees Credit Union.  They have been approached by all of the banks in the area and because they would have to offer all of the different programs and there is just the 2 of them they have decided not to offer their employees any special programs other than Local Government Employees Credit Union.


Description:
I spoke w/ David.  There policy is not to endorse any financial institution but he offered to put materials out for his employees to pick up if they are interested.  I explained how the employees cannot walk in to our facility and join unless he affiliates.  He asked me to mail him information for him to review.  After he has reviewed the info he told me he would call me to schedule a meeting if he is interested in finding out more.  I asked him about an association that would encompass his employees.  He told me about the NC Association of Teachers.  He is going to send me contact information once he receives my packet.  I asked him for his e-mail address but he told me that he has so many e-mails that he prefers not to clutter it any more.  I mailed him a prospect packet today.


Description:
Gave presentation and held enrollment from  1:00-3:00. DSH also attended. Signed up 5 new members, 1 checking, 1 DD, 4 P/D, 1 HC, 3 kids club accts, and 1 PFP.


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This company is owned by Adele Knits, Also Twin City is owned by them too. All three companies were supposed to be added in 2001 but this was not added. I am emailing paperwork to add them to the field of membership.


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I spoke w/ Marlene.  She hasn't had a chance to talk w/ her manager yet because the end of the month is their busiest time.  She is planning on talking with him the 1st week of October and asked me to check back with her the 2nd week of October.


Description:
I spoke w/ Marsha who told me I would need to contact Phil McNabb at their corporate office in Illinois.  They currently do not offer a credit union and although the list Belinda gave me said they have 110 employees I was told today they only have 15 employees in Huntersville.


Description:
I received a call from Sheila requesting help selling an enrollment for their plant.  The HR person has agreed to put on information but Sheila is trying to get her to let us come on site and talk to the employees.  They currently have Coastal and Sheila asked me to e-mail her a comparison of us and Coastal along w/ the $50 checking promotion for her to forward to the plant HR.


Description:
Held enrollment in break room. Saw approximately 6 employees. Signed up 3 new members, 1 checking, 1 DD, and 3 P/D.


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Called and left a voicemail for Clark Bunting regarding address verification for 5 employees wanting to open accounts from our enrollment. Also, tried to reach Gary Young, who is interested in opening a business account.

10/1/04 - Tried to reach Clark again for address verifications. Received his voicemail - did not leave another message.


Description:
Called and spoke with Neil about possible affiliation with Allegacy. He had previously walked into the K-ville branch to inqurie about business accounts. I am sending him our affiliation paperwork and business accounts package today and will follow up with him.


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Called to reach Mary again about possible affiliation. She has taken today off and will be back in on Monday, October 4th.


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Called to reach Lucielle again to follow up. There was no answering machine or voicemail to leave a message. Will try one more time before moving to lost.


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Called and spoke with Kathy to follow up on the information packet sent. She reviewed the materials and likes the CU. She wants to go over the information with her HR/payroll to see what they think. She asked that I call back again in 2 weeks. Will follow up.


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Called and left another voicemail for Ron regarding affiliation.


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In enrollment on 09-30-2004.--2 new members, 2 pfp, 2 direct deposits, 2 payroll ded., 2 visas.


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I received an e-mail from Charlie confirming enrollment dates.


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I e-mailed Charlie thanking him for his help and asking for a list of who will be attending and their positions.


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I e-mailed Jerry to let him know the Huntersville location is open.


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I left Susan a voice mail message following up to see if they have made a decision yet.


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This is a Novant group. See Novant memos.


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I spoke w/ Larry to let him know the Huntersville location is open.


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I spoke w/ Missy to let her know that the Huntersville location is open.  She is going to see if there is any interest in another enrollment and call me back Thursday or Friday.


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I e-mailed Charlie to let her know the Huntersville location is open and confirm our enrollment Oct. 13th.  Charlie e-mailed me concerns about handling the other locations.  She wants to offer them the $50 promotion as well.  I don’t think the other locations will be interested in checking w/ direct deposit w/ us because they are not near any of our locations.


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Byron has moved to their new Ballantyne location.  He is w/ a client now so I left a message w/ the receptionist.  The Randolph Rd. phone number will work for both loctions.


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I left a voice mail message for Linda offering to take her to lunch to talk about Allegacy.  She hasn't had a chance to review all the information I sent her.


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I left Vernon a voice mail letting him know the Huntersville location is open.


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I left a voice mail message for Kevin asking if I can come out again to talk with the employees since our Huntersville location is open.  When I did the last enrollment some employees expressed an interest once the facility was open.


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I received an e-mail from Gail requesting more Spanish information.  I replied asking her to clarify what she would like.  I also reminded her that the employees are not eligible to join until Scurry formally joins.  I am worried about her spreading the information to her employees while she feels them out to see if they are interested.


Description:
I e-mailed Angie to see if she heard anything from Kim Lee.  Angie told me that they will not accept any forms from us and want the employees to send direct deposit and payroll deduction forms directly to them.  I left Patricia at Healthsouth a voice mail to see what needed to be done now.  Patricia returned my call and it looks like everything is set now.  She will let me know if there are any more problems.  She also asked me again for the no-surcharge brochures.  I told her we still don’t have any but I will send her some as soon as they come in.  I also showed her where on the website she can go to find all of the no-surcharge ATM locations and Co-op ATM locations.  I also told her our Huntersville location is open.


Description:
Spoke to Pat - Chicago SEG rep and tentatively set a date to visit co last week of Oct. 2004


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Left voice message to Steve regarding affilitation with the CU.


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Contacted Amy and she said  they were not interested in CU affiliation.


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I called Wanda to get information on the employees that are located at the corporate office. She said there are about 40 of them and they are at exit 18. the contact person is Cecille Couch. Her phone number is 704-593-5163. 

She said everything is good with them and they have everything that they need. I left her my contact information should she need anything in the future.


Description:
Spoke to Pat. She said that the appropriate person to contact is Lilian so I left a message for her.  Pat did say that they only had 2-3 employees.


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Attended WFU School of Medicine's PA Day. Karen Morgan and Harry Shertzer were also in attendance to promote wealth management and AIG. Saw approximately 50 people. Many were already members, and the others were from out of town. Signed up one new member.


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Left a message about an enrollment for Lena at 766-9121.


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Received a voicemail from Sheryl regarding their benefits fair dates. We are scheduled to attend the main office enrollments on October 12th @ 3:00pm, and October 14th @ 9:00am.


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Called and spoke with Sandy regarding possible affiliation with Allegacy. Sent her our information packet today and will follow up.


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Left a message for Rose about en enrollment.


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I spoke w/ Amy.  She just got into town yesterday and she is on her way to Raleigh this afternoon but she is very interested in meeting with me to talk about Allegacy.  She is going to call me next week.


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I received a voice mail message from Mike Vaugn returning my call.  I spoke w/ Mike and scheduled a meeting at 2pm at 131 Main restaurant.


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I spoke w/ Sheila to let her know that Huntersville is open and to make sure she had everything she needed from me.  She asked me to e-mail her a poster.  I e-mailed it.


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I left Kathleen another voice mail message.


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Called and spoke with Tony regarding an enrollment and about donations towards the 6th Annual DW Tournament. He said he doesn't want to hold another enrollment yet, however, has asked that I send 25 new membership kits. He will call me back this week to let me know about the DW donation.


Description:
I received a call from Gail asking if there is a Spanish speaking person in the financial centers in Charlotte.  She also wanted to know if we can do a presentation w/ last minute notice on a rain day.  I told her if I was available I could w/ an interpreter but Melody would need more notice because she is in Winston.  As for the Spanish speaking person in Charlotte I told her we have a resource team in Winston the staff can call to have speak w/ the Spanish speaking employees.


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I called Sharon to make sure everything is going ok with our new partnership. I left message on her voicemail.


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I left another voice mail message for Victor.


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I left a voice mail message for Greg Smith.


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I met w/ Philip to talk about volunteering w/ JA.  I want to talk w/ students about financial responsibility and the benefits of credit unions.  He was very excited about my interest and expressed an interest in getting some employees in Winston Salem to volunteer for the school system in Winston.  One of his employees is already a member of Allegacy and put in a great word for us.  I left Philip some information as well as the paperwork to join. We also talked about a way that we could partner up w/ them as an association and give them the fee income whenever one of our potential members joined but we couldn't come up w/ an association since they primarily take donations not actual members.


Description:
I met a guy at Truliant a few months ago and he was very interested in joining Allegacy because our Huntersville location is much closer to him.  He gave me his HR's name and number.  The company only has 10 employees and they do not offer direct deposit.  When I spoke w/ his HR she told me that she will not offer direct deposit because the software she uses does a beautiful job and is cheaper.  I asked if she would be interested in talking w/ FlexPay.  She is not.  I then asked if the company would be willing to pay the $10 association fee for the employees to join if they are interested.  She told me she could not say yes or no and would need more information.  I am going to mail her some information.


Description:
I spoke w/ Gerry and confirmed the enrollment for Wed. Oct. 13th.


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They are switching employees to biweekly payroll. The change will happen on November 5th. Angie is working with her to make this happen. Contact person is Shelia Edmonds 714-1302.


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I left a voice mail message for Philip.  This association has 45 employees and 1000 members.  They are located in Cornelius.


Description:
I spoke w/ Jennifer and they looked into a credit union in the past but could not find one that was nationwide.  I explained about shared branching and the no-surcharge ATMs but she told me they partnered w/ Bank of America to do a huge rollout direct deposit campaign and it would be a conflict to partner up w/ us.


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I tried to contact Susan but she is not in yet.  I will try her again in an hour.


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I tried to contact Janet again but I got her voice mail.  I'm going to try again later today.


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I tried to contact Julia but she stepped out.  I will try again later today.


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Please do not call to this groop! CEO is  not Credit Union person! He havd a contract at CCB.


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I tried to contact Vicky but I got her voice mail.  I will try again later today.  I tried Vicky again but I got her voice mail once more.  I left a message.


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I left a voice mail message for Carl introducing myself and offering him Bob Cat tickets.


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Received 4 new members applications, 3 DD, 2 Holiday/vacation, and 2 PD forms by fax.


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I spoke w/ Jennifer Smalley.  She still doesn't know a date for me to come out to do a signup but she would like me to mail her 10 member packets for her new hires.  I mailed the packets.


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I left Melissa a voice mail to see if she had time this week to meet for breakfast or coffee.


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I sent Gail an e-mail letting her know that Olga speaks a little Spanish.


Description:
I met Dutch at the Center City luncheon last week.  She is the president of the Southend Neighborhood Association which includes homeowners, business owners, and renters in the Southend area which is near downtown.  This association would be great for our downtown location.  I spoke w/ her today and scheduled a meeting for next Tuesday. She is also one of the owners of Give Back Inc.


Description:
Left  a message for Ludmila about an enrollment.


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Left a message for Mellissa about an enrollment.


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Tolk to Sandra about $50.00 prom. And en enrollment for empl.She will call back.


Description:
I contacted Probus of Lake Norman.  I spoke w/ Bill Lifsey's wife who told me he is on his way to Mexico to work of Habitat for Humanity houses but either he or she will call me back w/ a contact who I can talk with about affiliating.  Probus clubs are organizations for men and women who have retired from their profession or business and want to maintain a social network.


Description:
I spoke w/ Scott's wife.  He is out of town and will be back after 8pm tonight.  She suggested I call him tomorrow.


Description:
Mothers and More is a non-profit organization dedicated to improving the lives of mothers through support, education and advocacy. I spoke w/ Kimberly Surace who is the co-leader for the Huntersville chapter.  She is going to check w/ the other co-leader and treasurer to see if there is any problem w/ joining.  I think we would be a great organization for them to partner up with.


Description:
I e-mailed this group because they only listed an e-mail address for the membership chairman.  This group will have members who are new to the area so it would give us a chance to reach them before any other credit union or bank has a chance to.


Description:
Attended a sales call with Maurice Fox. Went over Allegacy's product and services. He was very interested in the credit union, and so is most of his management team. However, he wanted to find out if there was interest from the rest of his employees. I e-mailed him our employee interest survey and let him know that I would call back next week for the results.


Description:
Left a voicemail to confirm affiliation decision.

10/8/04 - Stopped by Case Farms while I was in Morganton. I could not reach Sheila. Will continue following up.


Description:
Called and spoke with Mary Ragsdale. She said the hospital is already affiliated with SECU. I mentioned that companies can offer more than 1 credit union, allowing employees to choose which fits their needs best, or can be members at both. She said that if they offer Allegacy, they would also have to start offering banks, other CU's and so forth. Mary was very nice, however, did not think it was something she wanted to pursue at this time.


Description:
Called and left a voicemail for Dean to follow up on our September meeting. I mentioned that I would be back in Morganton tomorrow and would be happy to stop by if he has any questions or would like to move forward with affiliation process.


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I talked with Bill. They decided to support our golf tournament. They sent a check for $250


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They donated to our golf tournament $250.


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They donated $500 to our golf tournament


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They donated $100 to our golf tournament


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This company called about affiliation. They are located in greensboro. I mailed information to them. They have 23 employees.


Description:
I called Cecille to get the corporate office added to our field of membership. This is the group SG Carbon in Morganton that we merged in. The corporate office in Charlotte has not affiliated with them. They are located off of exit 18 so they are not too far from our Huntersville location. I mailed packet of information to her today.


Description:
Charles Horton, my contact at Lowe's, has recommended I call Greg Bridgeford who is a VP. His number is: (704) 758-2652. Charles will speak with Bridgeford this week to inform him that I will be calling. Charles will get back to me letting me know when Bridgeford would prefer my call.
NOTE: Greg Wesling, Senior VP of stores, contact information is (704) 758-2265.


Description:
Called to confirm our 8:30 meeting on October 8th. I left a voicemail reminder to please have the paperwork ready for me to bring back to Winston. Tori has already expressed high interest in CU affiliation. Also sent an e-mail confirmation.


Description:
I received a call from Charlie asking me to do a presentation at 7:00 am for 3rd shift on the 13th.


Description:
I spoke w/ Linda today and confirmed lunch.  I met w/ Linda today and she is very interested in joining.  I brought this company in for Truliant last year.  Linda thinks it would be great to offer her staff another financial option and she is very excited about our Huntersville location because she lives in Huntersville.  She wants me to call her at the end of next week to complete the paperwork and after I receive the paperwork she would like me to schedule a meeting w/ Amy Edwards to talk about 401K and Flex Pay.


Description:
This company is rated 253 out of the Fortune 500 companies and they are headquartered in Charlotte.  I left a voice mail message for Gloria.


Description:
Attended a sales call with Tori Whalen. Ginger Snipes, their payroll coordinator, sat in on the meeting. Discussed the credit union's products and services, as well as special promotions. They submitted the affiliation paperwork to me at the end of the meeting. Paperwork will go to November's board meeting. NOTE: Blue Ridge's benefits fair is on October 27th from 9:00-5:00pm this year.


Description:
Followed up with Dean while I was in Morganton. He liked the services Allegacy offers, however, wants to wait until January 2005 before adding another credit union. They are already affiliated with Telco CU.


Description:
Followed up with Allen Kniceley while I was in Morganton. He commented that he would like to add Allegacy to their benefits, however, their president will have to approve it. He will discuss the CU with him next week and will let me know about moving forward.


Description:
I called Diann to see if Carl was in today so I could swing by and introduce myself.  Diann told me he was in a meeting w/ his door closed and asked if she could call me when the person left.  I told her I was in the area now and I had something to drop off for Carl and asked if it would be alright for me to come by and drop it off and wait a few minutes to see if his meeting ended.  Diann agreed to let me wait a few minutes.  When I got to the office I spent a long time talking with Diann about our services, location, and ATM access.  While we were talking, Carl came out of his office for something and Diann introduced me.  I told Carl I was the new representative in the area and that Belinda, who he had been working with had passed on his information to me and I just wanted to take a few minutes to introduce myself and follow up on the Bobcat tickets.  I asked him if he received my voice mail message about the Bobcat tickets and he told me he did not.  I spoke to Carl for several minutes and told him about our new location that just opened in Huntersville, our checking account promotion, no-surcharge ATM access, and other companies in the area that recently signed up and I was talking with.  He commented that the employees would be all over the $50 special.  He also asked if we would require that we be allowed to put inserts in their payroll.  I told him we did not require they do anything like that but we would like them to promote us anyway they can.   He then told Diann that he thought it would be great for them to have 3 or 4 financial institutions represented at the benefits fair and told me he or Pam Tesh would contact me next week about scheduling.  I asked for a business card so that I could e-mail the dates of the Bobcat tickets for him to let me know if one of the dates would be of interest to him.  He seemed very excited about the tickets. While he was in his office getting the business card I thanked Diann.  She whispered to me that it went better than she thought it would.  I whispered to thank her again.   As I was leaving I asked them if they enjoyed the cookies I dropped off last week and they said they finished them all and they were very wonderful.  I e-mailed the Bobcat dates today along with the paperwork.  As soon as I have the paperwork I will talk to Carl and Diann about who I need to speak w/ to bring in the students.


Description:
I left a message for Paige letting her know our Huntersville location is open.


Description:
Greg Bridgeford has been contacted through e-mail and voicemail by Charles Horton, requesting that Greg allow me to give a lunch presentation to him and others regarding Lowe's affiliation. A copy of this e-mail has been placed in Lowe's folder. I am waiting to hear back from Charles on Greg's response.

10/13/04 - Bridgeford has confirmed that he will meet with me to discuss Allegacy's benefits. Bridgeford went to human resources and mentioned AFCU was looking at Lowe's and would like to give a presentation. Lowe's is not opposed to credit unions and may accept a presentation to HR, however, if they ever sign with another CU, that CU will have to be able to service employees nationwide.


Description:
I met w/ Mike today.  He is in charge of all the operations.  Chris is in charge of financial stuff and their other partner is in charge of design.  I presented Allegacy to Mike who is going to run the information by Chris.  The development company is small but they want to include the restuaurant employees.  I believe Chris said they had 5 employees.  I left the paperwork w/ Mike.  I spoke w/ Belinda about this group since they are primarily a restaurant.  I am not going to follow up with them but if they send us the paperwork we will bring them in because of Ike's relationship w/ Chris.


Description:
I received an e-mail from Carl letting me know that he wouldn't be able to use the Bobcat tickets.  I replied that I am looking forward to talking w/ him or Pam this week about the benefit fair.


Description:
I met Dutch today and we talked about the neighborhood association affiliating.  She is the president so she just has to run it by the board but she told me it was just a formality and she didn't see a problem.  She wants me to e-mail her the paperwork and follow up at the end of next week.


Description:
I spoke w/ Steve and offered him Bobcats tickets for tomorrow.  The company already has tickets but he thanked me for the offer.  We scheduled a time on Friday to talk about the credit union because he was in the middle of something when I called and didn't have time to talk w/ me.


Description:
Sent an e-mail to Jamie Barnes, MBA Admissions, to see if she would be interested in meeting with me regarding student afffiliation. She responded that she is not the appropriate contact and that they have a policy of no solicitation. She did say to contact Andrea Bohn, Mgr. Of Student Financial Services.


Description:
Had an onsite for the freshman students in hopes to gain membership to the credit union. Visit was from 8-4


Description:
Spoke to Steve on the phone. Requested an appt. but he said that because it was harvesting season he was very busy and to call him back the first week of Nov. to schedule a meeting. He did ask a little bit about us, particularly he was interested if there was a "catch." I explained to him that affiliation is completely free and what we gain is the ability to serve their employees.


Description:
Left a voice message to Van C. Wilson requesting an appt. to discuss affiliation.


Description:
Left a voice message to Krispin Barr, Dean of Students, requesting an appt. to discuss student affiliation.


Description:
David SaintHelaire and I presented to this group.  8 people attended and we brought in 3 new members.  I interofficed the apps to Debbie today from Huntersville.


Description:
I presented to 14 people on 3rd shift and picked up 3 new member applications in the morning.  David F and David S assisted me with 3 more presentations in the afternoon.  We picked up 22 additional new membership applications.  I am going back Friday afternoon to see if Charlie has collected any more applications and also answer any last minute questions for people who weren't able to attend the meetings.


Description:
I left a voice mail message for June to follow up.


Description:
I left a voice mail message for Marlene.


Description:
I left Gail a voice mail message following up to make sure she had all of her questions and concerns addressed and to find out if she had any questions about the paperwork.  Gail returned my call and let me know that everyone is excited about Allegacy and she has turned over the paperwork to have it completed.


Description:
I sent Melissa an e-mail inviting her to breakfast next week.


Description:
I spoke w/ Steve.  He asked what was involved w/ offering the credit union.  I explained the paperwork and approval process.  I offered to complete the paperwork for him but he asked me to e-mail it to him and he will call me if he needs my assistance.  I e-mailed paperwork.


Description:
I e-mailed Charlie to let him know that I haven't received the poster from Marketing yet but as soon as I do I will forward it to him.  I also asked if he had a list of attorneys and staff that will be attending yet.  I received an e-mail from Charlie letting me know he doesn't have a count yet.


Description:
Two enrollments:10-12-2004---- 8 Mbrs, 8 Chk, 4 HC, 1VC, 8 DD, 3 P/R, 3 LN, 2 VISA's, 1 EQT.

10-14-2004: 7 new members, 7direct dep.


Description:
Attended company picnic at Horizon's Park. Rita Pressley assisted me. Suited up as Max and Mo for the kids. Approximately 150 people were present.


Description:
I spoke w/ Linda today but she was with some people and asked me to call her back at 2:30pm.  I tried Linda at 2:30 but I got her voice mail.  I left a message.


Description:
I received an upate from Sheila about the plant.  She finally got a response from Kathy, the plant HR person, about having us come on site there.  Kathy is going to check over their contract w/ Coastal and look into having us come out on-site in the next couple months.  Sheila forwarded her my contact information.  I will follow up w/ Kathy in a month.


Description:
10/15/04

I went back and picked up more applications.  We added 18 more new members.


Description:
I received an e-mail from Dutch thanking me for the paperwork and letting me know of a seminar she is doing Tuesday.  I e-mailed her thanking her for the information but letting her know I have a conflict that day.


Description:
I mailed a packet to Ed.  Belinda met him at the DW Golf Tournament and sent me an e-mail letting me know he wants to offer us to his staff and that our Huntersville location is very convenient for them.


Description:
I e-mailed Jerry information on the single service fee.  I also mailed him the educational seminar flyer.


Description:
I received an e-mail from Diane w/ pin numbers.  I e-mailed Diane and Charlie the single service fee information.


Description:
I received an e-mail from Mark asking me to contact Tanaya Walters, Student Affairs Director.  He told me she will get some information from me and then put it in the Residence Halls for students.  I e-mailed Tanaya that putting information in the Residence Halls would be great but in order for the students to be eligible we need some paperwork.


Description:
approved at today's board meeting. Called about initial enrollment on the 27th. 9-5. She approved three coming.


Description:
approved at today's board meeting. Left message for Sherilyn about initial enrollment.


Description:
approved at today's board meeting. Rep did not want an enrollment since we already have come out there for the other two companies. I mailed enough packets, popcorn and pens for all staff and she said she will distribute to them.


Description:
approved at today's board meeting. In same business park as Atrium Windows. Emailed Tim to follow up on initial enrollments. He was checking on date availability.


Description:
Arranged susbiquent visit in January. We will visit the Grace Hospital on January 11th from 8-7:30 pm in the conference dining room. We will visit the Valdese hospital 8 am -7:30 pm for the conference room by the cafeteria. January 12 Grace Ridge LTC enrollment times to be determined. We will also see the nursing homes Grace Heights, College Pines, Grace Ridge.


Description:
Called and spoke with Tim Cooper to let him know his group was approved. I was transferred to Ronnie Childress to set up an enrollment session. He was not in, so I left a voicemail requesting a sign-up date.


Description:
Called and left a voicemail for Barbara to let her know SilkRoad was approved at this morning's board meeting. I also requested an enrollment date and time.

10/28/04 - Received an email from Barbara re: enrollment. We are looking to set up a time in December. I emailed her back requesting a specific date and time.


Description:
Enrollment on 10-14-2004.
9 new membwes 9 chk. Acct,2 HC,9direct deposits!!!2 visa's,1PFP


Description:
Held enrollment from 9:30-11:00. Saw approximately 10 employees. Signed up 3 new members, 1 chk, 1 DD, 1 OD, 4 P/D, and 1 PFP.


Description:
Called and left a voicemail for Allen to follow up on our previous conversation.

11/3/04 - Left another voicemail for Allen to follow up on affiliation decision.


Description:
Left a message about $50.00 promotion and en enrollment.


Description:
I received an e-mail from Melissa asking if we can reschedule our lunch for Friday.  I replied to see if she has Thursday or Friday morning for coffee since I already have a lunch meeting Friday.  I spoke w/ Melissa and we rescheduled to meet at Just Fresh in Presbyterian next Monday.


Description:
Melody and I attended an enrollment at Carrier.  We signed up 6 new members.  I am going back Friday to pick up 2 more applications and answer any last minute questions.  I e-mailed Sheila to coordinate a time for Friday.


Description:
Alesia Turner and I attended a United Way Days of Caring event at the Headstart building for Family Services. We passed out brochures on credit counseling and spoke with a small group of program employees. We signed up 1 new member, 1 chk, and 1 DD.


Description:
I found out about this company from an e-mail newletter from the Clt Business Journal.  They are relocating their corporate office to join the plant they already have in Clt near the airport.  I left a voice mail message for Diane Drew who is located in California.


Description:
I spoke w/ Kathlene.  She talked briefly w/ Mary but decided that they would stay w/ Summit because there is a convenient location to them.  After further discussion I realized the credit union the employees are using is the service center across from Eastland mall.  I explained that the employees would still be able to use that location if they were members of us and our two other loctions would make us more convenient.  I also told her about our $50 checking promotion.  She confessed that she only has a savings account w/ Summit because she doesn't know a lot about credit unions but she will talk to Mary again at their meeting next Wednesday to see if she is interested in meeting with me to learn more.  She also asked me to e-mail her information again.  They have 280 employees.  I told her I will follow up w/ her at the end of next week to see what they decided.


Description:
I received an e-mail from Sheila confirming my follow up visit Friday at 10:00 am.


Description:
I met Steve at the Huntersville financial center last week.  He was very excited about the location.  I asked him about his homeowners association to help us grow.  He e-mailed me today with the board contact information.  I replied thanking him and e-mailed the president of the homeowners association.


Description:
Linda is in my chamber leadership school. She is the Executive Vice President of Discovery Place.  I asked her for a meeting to talk about the credit union.  She told me to give her a call that she would be happy to meet with me.  I tried to call but I got her voice mail.  I didn't leave a voice mail, instead I e-mailed her some potential dates.


Description:
I received an e-mail from Tanaya letting me know she is currently talking with their accounting office to see how better they can assist us.  I replied to thank her.


Description:
I received an e-mail from Tanaya w/ potential meeting dates.  She is also inviting her accounting manager to attend.  I replied with a date I am available.  I received an e-mail from Dawn Lopez, the accounting manager, letting me know she is available on the 4th at 12pm.


Description:
Received a phone call from Tricia. She got an e-mail from one of her employees stating that AFCU is not very convenient b/c we don't have branches. Since she was not present when LeBoeuf affiliated with AFCU, she wanted to know the reason behind the affiliation and if it should be continued going forward. I explained to her that although we don't have numerous branches in the city, we have one in the Empire State building, which we are looking to expand hrs, and we added 18,000 no surcharge ATMS, in addition to our wonderful Internet banking services. I explained to her that members really benefit from using us for their mortgage, car loan, credit cards, and other remote needs that don't require a branch. Additionally, they love to save with us through payroll deduction. I explained to her that although we are not very convenient for day to day banking, as a credit union, we offer a wonderful alternative for saving and loans. Typically, credit unions cannot afford to have as many locations at a bank, but we do have better services and rates for our members. She was pleased with the answer, and stated that this reasoning made sense.


Description:
I received a call from Amy.  We scheduled a meeting for Oct. 29th at 3:00pm.  Amy needs to be at the airport by 4:15pm so I am going to find a place near the airport for us to meet.


Description:
I left Amy a voice mail message suggesting we meet at Jock and Jill's near the airport.


Description:
I left a message for Delores on her voice mail.


Description:
I visited Carrier and picked up 3 new members.  I e-mail Sheila the answer to her question about the temp to hire employees being eligible.  I checked w/ Belinda and they either have to wait until they are Carrier employees, join through one of our associations, or Kelly Services will have to affiliate.


Description:
Held enrollment from 11:00-2:00. Signed up 13 new members, 14 chk, 14 DD, 13 Overdraft, 3 Hol/Vac, 10 P/D, 1 car loan, 1 AIG, 1 kids acct, and 3 PFPs.


Description:
Left a message for Karen about $50.00 promotion and an enrollment.


Description:
Donna Hamlin was not happy to talk about Allegacy (because last visit whith Amy Cain).
I will call back.


Description:
Met with Ike, Cathy, and Belinda regarding serving Lowes employees nationwide. A proposal is being created to present to human resources. Charles Horton has informed me that there are currently 175,000 Lowes employees nationwide. In the next year, it should be approximately 200,000 employees. 2,000 are employed at their headquarters in Mooresville. Approximately 140 stores will be added each year, for the next 3 years.


Description:
I sent Amy an e-mail confirming the location of our meeting Friday.  I received an e-mail from Amy confirming Friday at 3 at Jocks and Jills by the airport.


Description:
Abby is in my chamber leadership class.  I spoke w/ her today to follow up on the packet I gave her a couple weeks ago.  I left her a message last week because she hasn't been at the last couple sessions.  She returned my call today and explained that she was sick last week.  She hasn't had a chance to give the info to the owners yet because she has been sick but she is going to do so as soon as she has a chance.


Description:
I spoke w/ Lucy to see if we can get one of the employee's social who is a member of Allegacy so we can track how many Westin employees are members.  She isn't sure how she can find out because she has no way to print a report of our members or payroll.  She is going to see what she can do and give me a call back.


Description:
I called Rick. His brother did some consulting work for us in the past and recommended we partner up. Left message on voicemail.


Description:
Rick called me back. He said that they have 15,000 employees and are headquartered in Raleigh, NC. They own their building and would be willing to lease us space should we partner with them. They have 500 employees in the corporate headquarters in Raleigh. The employees are scattered throughout the United States, Canada and Mexico. He asked that I mail a packet of information to his attention.


Description:
I received a call from Charlie w/ questions about payroll.  Lori at Siegling has been receiving double faxes and received one fax for someone who is not employed by Siegling.  Charlie told me Lori would like Angie Mahaffey's contact info so she can e-mail her directly w/ questions.  I e-mailed Charlie Angie's contact info.


Description:
I attended employee orientation today and picked up 2 new apps.


Description:
Belinda and I attended new employee orientation.


Description:
I tried to contact Susan twice today but I got her voice mail both times.  I didn't leave a message.  I sent her an e-mail to follow up.


Description:
Melissa and I missed each other.  I am going to mail her the information for her to review and then schedule a meeting at her office.  I am also going to e-mail her some information.

I mailed Melissa a packet and e-mailed her some information.


Description:
I called and talked to lorraine about possible affiliation. She said the compant has been looking at adding a credit union. I explained benefits and told her that we have the most locations in WS. She was very interested in our check card and checking accounts. She said there are 52 managers and 250 full time employees. They also have contract workers that handle the benton convention center activities. I emailed per her request information and also dropped a packet in the mail. This hotel is now owned by Noble Investments. I told her I knew Mit Shaw the CEO and she said he is going to change the name of the hotel once the construction is complete. The new name will be Marriot Embassy Suites. She wasalso interested in getting packets for orientation.


Description:
I called Tim and left message on his voicemail. He had asked me to wait until he had time to get thru the merger issues and then contact him. Left my number for him to reach me.


Description:
I spoke w/ Ed today and he told me that he is going to announce us in the November employee newsletter. I explained that they have to get approved before his employees are eligible.  He told me that he did not have a problem with completing the paperwork. Since he was  in the middle of 3 customers we made an appointment for Friday at 10:30am to complete the paperwork.


Description:
I tried to follow up w/ June but she is out of the office until Friday.  I will try her again Friday.


Description:
I sent Vernon an e-mail to follow up since he hasn't returned any of my voice mails.  I also let him know that our Huntersville location is opened.  I received an e-mail from Vernon asking for more information about our Eagle line.  I e-mailed him back asking if he was referring to our eagle plus and golden eagle checking accounts.


Description:
I e-mailed Vernon the eagle plus and golden eagle checking links.  I also e-mailed him information about our debit rewards program.


Description:
I spoke w/ Marlene.  They are extremely busy right now so the dealership manager wants to hold off until after November.  Marlene assures me he is very interested.


Description:
Debbie McCliment and I attended the Presbyterian benefit fair.  We signed up 12 new members.


Description:
Attended their 2nd annual benefits fair from 9:00-5:00. Melody Garcia and Cindy Comer were also in attendance. We passed out Allegacy @ Work sheets along with directions to the new Morganton financial center. We briefly went over our services with employees and discussed the business development $50 promotion. This opportunity got Allegacy's new name out to employees. We will be attending enrollments at all Blue Ridge locations in January 2005. I sent the HR director a 'thank you' note for letting Allegacy be a part of their events.


Description:
Attended benefits fair with Melody from 8:00-11:00. Signed up 1 new member, 2 PD, and 1 holiday club.


Description:
Held additional enrollment from 1:00-4:00. Signed up: 14 new members, 13 chk, 14 DD, 11 OD, 8 P/D, and 2 H/V.


Description:
Enrollment set up for December 9th from 9:00-11:30.


Description:
I spoke w/ Julia.  She told me that she sent the information out to the engineers but no one was interested.  A lot of them already had State Employees and Truliant.  Only a few actually live in Huntersville.  She is going to keep the info and try again at a later date.


Description:
I tried to contact Ed but he was not in at 10:30 am.  I left a message for him to call me.


Description:
I met w/ Amy today.  She is familiar w/ credit unions.  She wants me to send her a list of service centers and ATM's for all of the branches.  Most are in NC and SC.  One is in Michigan.  They have 400-450 total - 40 are in Clt and 25 are in Winston.


Description:
Called and spoke with Maurice to follow up on our previous meeting. He said he had lost the employee interest survey, so I emailed it to him again. Before committing to affiliation, he wants to see if there is interest from his other employees. Will continue to follow up.


Description:
Left a voicemail for Sheila in regards to her affiliation decision.


Description:
Called and left a message for Sandy Proano in regards to a follow up.


Description:
Emailed Donna to receive an update on contacting this HOA. Wll call Mike Durham, the HOA's president, this week.


Description:
Called and spoke with Billy in regards to a follow up. He is strongly interested in affiliation and has requested a sales call meeting for November 5th @ 9:00am. I emailed him the affiliation paperwork.


Description:
I received an e-mail from Sheila asking about 2 new applications she has.  I replied asking her to mail them to the Huntersville FC for me.


Description:
I received an e-mail from Charlie w/ questions about short term disability.


Description:
I received an e-mail from Melissa letting me know they will have open enrollment in November and she is going to pass the info on to the employees.  I responded letting her know Mid Carolina has to affiliate first.


Description:
Attended benefits fair with Patti Weber. Saw approximately 10 people. Everyone was already a member, except one. We passed out goodies and discussed new promotions such as reward points on check cards.


Description:
Left a message for Vickie Lomax in payroll to discuss Flex-Pay services.

11/24/04 - Left another message for Vicky to discuss Flex-Pay services. I have been informed employees are possibly interested in direct deposit.


Description:
Called and spoke with Mary Anne about possible affiliation with Allegacy. I am sending her our information packet and will follow up with her soon. She commented they are already affiliated with Members CU, however, may be interested in learning about adding another.


Description:
Called and spoke with Kathy to follow up. She said she is interested in possible affiliation, however, wants to see if her employees have interest. She is going to poll her employees and has asked that I follow up again in a few weeks. Will mark calendar.


Description:
Called and left a voicemail for Donna Avery regarding possible affiliation with Allegacy.


Description:
I received a call from Diann asking me if we can attend the benefit fair tomorrow from 9:30 am - 3:30 pm.  I talked w/ Belinda and we decided to go and give out information even if they aren't eligible but to make sure we have a scheduled time that we can come back and enroll.  Belinda rearranged everyone's schedule so that Melody and David could attend while she and I attended the Huntersville Presbyterian benefit fair.  I left a voice mail message for Carl at 4:00pm letting him know we worked everything out.


Description:
I didn't receive a confirmation from Carl so I contacted Diann this morning to find out where Melody and David should go.  Diann transferred me to Carl who apologized and said he didn't realize they weren't eligible.  I offered to complete the paperwork w/ him so we could get it into the board meeting this month but he told me he didn't have time to complete it this morning.  I told him we thought it would be good for us to hand out info and then come back after the 23rd to sign up new members.  He told me he did not want to have us come out and advertise a benefit that they may not offer.  He asked me to e-mail him the paperwork and told me he would try to complete it sometime this morning.


Description:
I received an e-mail from Charlie asking about monthly payroll forms.  Lori, the payroll person for Siegling, has not received hers yet and is wondering if there are more monthly forms missing.  I forwarded the e-mail to Kelly Cozart.  She also asked about short term disability for her branches.  I checked w/ David Saint Helaire and he is only licensed in NC.  I replied that I would check w/ AIG.  I cc'd Dave Solomon to see if he has anything.


Description:
I received a call from Charlie w/ more payroll issures.  They received 2 forms w/o member numbers.  I called Kelly and asked her to give Lori a call.  I told Charlie that I spoke w/ David Saint Helaire and he could come out and sign up any employees who are interested.


Description:
Called and spoke with John to follow up. He commented that he really likes Allegacy's services, however, many of his employees work out of Lexington and want a closer CU location. Because we don't have a physical location in or near Lexington, he does not want to add our benefits. I reminded him of our co-op ATM network and DD. Will mark as lost.


Description:
Called and spoke with Rob Spaugh's assistant about adding CU benefits. I left a message with her to have Rob call me back and discuss.

Rob Spaugh returned my phone call and has asked that I send him information on the CU and affiliation. He is the upcoming presdient for the association. He is very familiar with credit unions and likes what allegacy does in the community. I am mailing him our info packet today and will follow up with him in 2 weeks.


Description:
Held enrollment from 12:30-2:00. Signed up 1 new member, 2 chk, 2 DD, 4 P/D, 4 H/V, 2 OD, and 1 AIG referral.


Description:
Visited Segal -Chicago Office Oct. 29th from 11-2:30. Saw 8 individuals with the following results:
4 new memberships
4 payroll deductions
1 AIG referral

They let me know that their benefits day is usually in November and they will keep us in mind for next year.

Contact person: P. Pearson (312) 984-8608
ppearson@segalco.com
101 N. Wacker Dr.  Suite 500
Chicago, IL 60606


Description:
Mailed member packets, premiums, and forms for benefits fair November 10th, which Pat King requested us to be there. E-mailed poster as well.

Pat King
1920 N. St Suite 400
Washington DC 20036
202-833-6438
pking@segalco.com


Description:
Mailed membership kit, premiums, and forms for sign-up on November 10th from 1:30-4:00 in Washington office. Send poster e-mail as well.

Contact:
Dora Colman
1875 Conneticut Ave. NW Suite 1200
Washington, DC 20009
DLcolema@llgm.com
202-986-8116


Description:
Held enrollment October 6th from 9-12 with Carolyn Waters and Irene Cafiero. Results were as follows:
22 visits
5 new members
5 payroll deductions
1 direct deposit
2 AIG referrals
1 Holiday Club
1 Vacation Club
1 CD
2 checking accounts
2 Visa Apps


Description:
Held enrollment from 9-11 with Carolyn Waters, Irene Cafiero, and myself. Results were as follow:
5 visits
1 new member
1 savings account
1 payroll deduction
1 AIG


Description:
Held enrollment from 2-4 with Carolyn Waters, Irene Cafiero, and myself. Results were as follows:
6 visits
1 new member
1 payroll deduction


Description:
Irene Cafiero scheduled a sign-up for November 16th. I have mailed membership kits, premiums, and forms to the branch for her to take to the event.


Description:
Irene Cafiero scheduled sign-up for November 12th. I have mailed membership kits, premiums, and forms to the branch for her to take to the event.


Description:
I talked with Timabout scheduling the initial enrollments. We are going to hold four meetings on Tuesday the 7th. The first shift has 250 employees. The second shift has 100. We will be there from 1:30, 2:30. 3:30, 4:30/ He wants popcorn, pen and other premium item. He also wants us to bring dougnuts or cookies. I emailed poster for him to put up announcing us coming. Melody and David St. Hiliare will handle Latino population.


Description:
Tim called me back. He explained to me that they do not have their payroll electronic. Currently HR functions are handled by each individual store manager. He hopes to centralize the HR functions and then add direct deposit. He said that their technology is old and will need updating to accomplish this. Wachovia has been working with them on the project. They did a beta testing of this. He asked that I allow them the opportunity to centralize the HR department and then add direct deposit. I aske dhow long this would take. Due to the fact that they have system issues he said it would take 1 year. He said I should call him back then.


Description:
Henry and I have been emailing about the single service fee iniative. He said that when we impemented direct deposit that we promised the employees that they would not be charged for an account at Allegacy. There are approx. 121 employees that now have direct deposit to a savings account that will be charged under this new plan. I offered to write a letter offering them a free checking account to put their direct deposit into. I sent the letter to him for approval prior to sending it out. I am waiting to hear back from him


Description:
I have been working with Barry Sams to implement a mailing to all employees on the new medical mortgage program. They have agreed to allow us to send out a letter explaining the program along with our brochure, application and return envelope. We are waiting on Nanette Mckinney to approve and prepare the file. Once we receive the file, we will do mailings in intervals to ensure that we can handle the influx of calls and applications. We had to wait on Lincoln Service to be put in place to implement.


Description:
I have scheduled enrollment sessions for Wednesday November 10th. We will see 1st shift about 50-75 from 9:30-12:30 and second shift 25-40 from 3-5. I have emailed a poster to Donna Poole at dpoole@pgtindustries.com to announce us coming.


Description:
I left a voice mail message for Ed asking him to return my call so we can complete the paperwork.  I tried Ed again to see if we can schedule another time to complete the paperwork.  I spoke w/ Ed and we completed the paperwork, unfortunately they do not offer direct deposit.  Ed is going to speak w/ Mary Skora who would be the person to meet w/ Flex Pay.  They currently use ADP.  I told Ed I will check back w/ him next week after he has had a chance to let Mary know we will be contacting her to set up the meeting.


Description:
Met with Billy Creech and discussed CU benefits. His assistant, Michelle,  was already a member and had several great questions during the meeting - both support joining Allegacy. Billy submitted the affiliation paperwork at the end of the meeting.


Description:
Called and left a message with Dr. Turner's assistant about possible affiliation with Allegacy. He is friends with Robin Smithson from our 5th Street FC.


Description:
I received an e-mail from Diane asking about pre-approvals that one of her employees received.  He didn't understand why he received a bunch of forms to sign when all he signed up for was savings.  I explained what they were.  She also asked if she, Charlie, and Lori could get the pre-approval for the Platinum Visa.  They want to transfer balances they have.  I told her that if they were pre-approved they would get a form in the mail otherwise they will have to apply by phone, internet, or at the branch.


Description:
I received an e-mail from Sheila letting me know she is sending me her daughter's application.  She also wanted to know if her daughter could do direct deposit.


Description:
I received an e-mail from Charlie letting me know he has 2 people who have signed up for the morning meeting and 12 who have signed up for the afternoon meeting.  He apologized that there weren't any attorneys interested and said he hoped it was still worth our while.  I replied that we were very excited about the staff interest and thanked him for all of his help.


Description:
Sent an e-mail to Jenny Surmons requesting an enrollment date.

11/15/04 - Jenny replied to my email asking that we set up an enrollment date next week.


Description:
Called and spoke with Lynne about attending their annual benefits fair. She is not sure of the exact date, but informed me it would be in early December. She asked that we bring donuts and a door prize. She will call me back with the date and time.


Description:
I followed up on the packet of information that I emailed and sent to her 10/25. Sent Lorraine an email to make sure she received and to see if she has any questions.


Description:
I met w/ Linda after our jail session.  She is very interested in affiliating w/ us.  They have about 150 employees and over 4000 members.  She was very excited about our Huntersville locations because they are in negotiations w/ Huntersville about opening a children's museum on Exit 23, the same exit we are on.  She thinks we would be a great partnership for them.  She is going to talk w/ her CEO to see if they would like to join.  She told me she will have an update for me at our next leadership session.


Description:
I had lunch w/ Tanaya and Dawn. Tanaya is in charge of student services and Dawn is the accountant over local HR.  They are both very interested in Allegacy.  Tanaya wants the employees to join first and test the waters before the students join.  I told them about the $50 special checking promotion and they suggested we offer a special promotion for the students as well or even a donation to the school for every checking account the students open.  The are concerned about branch and atm locations because the majority of the students live on campus.  They have about 150 staff, 200 students who participate in the work study, and 1000 students. They asked me to find out if Allegacy would be willing to put an atm on campus if the staff and students joined.  We talked about property that the school owned that would be accessible to the public as well.  Dawn is going to present us to the VP.  I am e-mailing Belinda all of the info so she can find out if we would be willing to put an atm on their site.


Description:
I left a voice mail message for Cecille.


Description:
I called Rick to see if I could pin him down for a meeting date. He asked that I send him Allegacy information for him to review. I got his secretary that stated he is out of the office until the middle of next week and their voicemail is down so I could not leave a message.

December 3 was initial date, I called to see if he could switch it around so that Cathy could also come.


Description:
I e-mailed Amy to let her know I will have the list of service centers for her Monday.


Description:
Called and spoke with Hugh Vess to see how he felt about a merger between our credit unions. He took the proposal before their board and they voted against it. For now, Hugh thinks the merger isn't feasible, but could be in the near future. I discussed affiliation as well, and he will present this to the board. Will follow up with Patti Weber, who has been working with Brenda Reavis, SDI credit union's CEO.


Description:
Ran into Dr. Hart at a restaurant this past weekend and spoke with him about possible affiliation with Allegacy. I have known him for years. He commented several staff have accounts with AFCU. I am sending him our information packet today, and will follow up.


Description:
Sent an email to Maurice Fox offering 2 tickets to the Piedmont Wind Symphony performance this Saturday.


Description:
Attend enrollment at Ortho Specialists. Signed up 2new mbers, 2 holiday clubs, 4 p/d, 4dd, 1 IRA, 2 PFP. 

Call in spring to set up autobuying seminar. Katherine does payroll changes on Fridays. 

Recently married last name now is Flynt. She said next time we come to bring a banner.


Description:
Sent an email to Dave Lambert following up on our last conversation regarding affiliation. I also offered 2 tickets to the Piedmont Wind Symphony performance for this Saturday.

11/15/04 - Dave emailed me back and commented that he still needs time with affiliation, however, asked that I continue following up and pursuing.


Description:
Called and left a message with Rob's assistant offering 2 tickets to the Piedmont Wind Symphony's performance on Saturday.

11/11/04 - Rob will not be able to attend the symphony, however, informed me that he is reviewing the CU materials.


Description:
I contacted the Charlotte location and spoke  w/ Leslye Gervasi.  They only have 6 employees and Leslye is already w/ a credit union that she has been a member of for 9 years and is not interested in changing.  I mailed Leslye 5 member kits for her staff.


Description:
I received a call from Abby letting me know she took my information to the administrative person.  The administrator thinks a credit union would be a great idea but right now the partners do not want the administrator doing any extra work.  Abby is going to hold on to the packet and approach her again in May. I also asked Abby to mention us to her racing industry clients.  She will be meeting with several of them in December and told me she would be happy to see if they would be interested in credit union services.


Description:
I left a message for Kathleen to see if they will meet w/ me to find out more about what Allegacy has to offer.


Description:
I left a voice mail message for Dutch to follow up on her meeting w/ the board.


Description:
I met one of the employees at the Presbyterian main benefits fair.  He gave me Christine Blosfield's contact info.  She is the administrative assistant.  This company has 50 employees and is located on the 9th floor of the Metroview building.  I contacted Christine who told me I needed to talk w/ Chuck McGovern, who is the CFO.  Chuck was on the other line so I left him a voice mail message.


Description:
I received an e-mail from Charlie asking if Dave had found out any information on offering short term disability to her other locations.  I forwarded the e-mail to Dave.  Dave responded that he thinks he can but he needs to know what states and how many employees.  I e-mailed Charlie to find out how many employees are at her branch locations.


Description:
I e-mailed Amy explaining the information I mailed.  I mailed Amy a list of service centers and no-surcharge ATM locations for all of her branches.


Description:
I received an e-mail from Dutch letting me know the board approved affiliation and she will get me the paperwork.  I replied to thank her and offer to complete the paperwork over the phone if she would like me to.


Description:
I received a reply from Charlie w/ branch locations and number of employees.  Right now only one person from the branches has joined Allegacy but the company insists everyone be offered the benefit or no one.  I forwarded the information to Dave.


Description:
I e-mailed Gail to offer my assistance with the paperwork.


Description:
enrollment at PGT on 11/10. Opened up 34 new members, 15 checking accounts, 32 payroll deductions, 17 direct deposits, 20 holiday clubs,1 cd and 2 vacation club accounts.

Belinda and Patti attended.


Description:
Scheduled to attend benefits fair on December 1st, from 9:00-11:00am.


Description:
Attended benefits fair with the following results: 1 new member, 1 chk, 9 H/V, 11 PD, and 1 AIG referral.


Description:
Attended benefits fair for Segal employees - Washingto office from 10-12. Distributed information to about 20 individuals who attended.


Description:
Held enrollment from 1:30-4:00. 9 visitors attended. Results were as follow:
2 memberships
2 checking accounts
1 direct deposit
3 payroll deduction
1 visa app


Description:
Called and spoke with Terry Sealy again about possible affiliation with Allegacy. She asked that I send her information on our benefits. I am mailing this to her today and will follow up.


Description:
Called to reach Terry to discuss possible affiliation with Allegacy. She  was out of the office for the day, but I will try back next week.


Description:
Attempted to reach Dr. Turner again by phone. There was no answer. Will try back next week.


Description:
Called and left another voicemail for Donna in regards to possible affiliation with Allegacy.

11/30/04 - Called to reach Donna again. She was not in the office.


Description:
Called and left a voicemail for Iris in regards to possible affiliation with Allegacy. I am following up from our previous conversation a few months ago, where she asked that I call back late in the year. If I do not hear back from her soon, I will try again.


Description:
Accurate Glass closed and a group of the employees Innovative glass. Diversified glass is their major competitor.


Description:
Does not offer direct deposit and is not interested in changing current procedure. Will mark as lost.


Description:
Left a final voicemail for Sheila stating that I was going to call back on Thursday morning at 9:30 to discuss affiliation decision.

11/18/04 - Attempted to reach Sheila this morning at 9:30. I had to leave another voicemail stating I was wanting to follow up and will try reaching her again tomorrow morning at the same time.


Description:
Sent an email to Dot McCullock regarding possible affiliation with Allegacy.


Description:
Called to follow up with Sandy and I was informed she is no longer employed at this law firm. I was transferred to Doug Maynard, who has requested I re-send the information on Allegacy. I will mail this to him today and follow up.


Description:
Sent an email to Kathy Pittman in Human Resources requesting that she help me in reaching Ron Pinnix to discuss CU affiliation and benefits.

Kathy emailed me back and said they are already affiliated with Teleco Credit Union and are not interested in offering an additional CU. Teleco serves all of their 3 locations in Western North Carolina. Will mark as lost.


Description:
Called and followed up with Neil about affiliation. He has decided he wants to add our benefits for his employees. I emailed him our affiliation papers, and asked that he sign and mail them back in.


Description:
Called and spoke with Sherry to follow up on affiliation. She said she drove by our new branch in Huntersville and thought it looked great. She is filling out the affiliation paperwork today and will have it dropped in the mail by late this afternoon.

11/19/04 - Received affiliation paperwork.


Description:
Dave Solomon and I visited Womble Carlyle.  We presented Allegacy to 4 employees at the morning meeting and 15 employees at the afternoon meeting.


Description:
I e-mailed Carl to see if he is interested in Bobcat tickets.


Description:
I received an e-mail from Gail letting me know she has the paperwork on her desk and will mail it to Belinda in Winston.


Description:
Called and left another voicemail for Allen stating I would try him back on Thursday at 9:45am. Will try to connect up then to discuss affiliation decision.

11/18/04 - Tried to reach Allen this morning at 9:45. I left another voicemail stating I was wanting to follow up and will try him back tomorrow morning at the same time.


Description:
Called and left a voicemail for Mary Anne in regards to a follow up.


Description:
Called and left a voicemail for Tammy in regards to possible affiliation with Allegacy.


Description:
Called and spoke with Terry about possible affiliation with Allegacy. She said they have about 100 employees and offer direct deposit. I am sending her our information, however, she has asked that I not follow up. She does want to learn more about offering a CU. I sent a personal note with the information, discussing how to affiliate, and how to contact me directly if she's interested.


Description:
In enrollment on 11-09-2004 
--19 new members, 20 chk, 8 hol.cl, 20 dd, 15 p/d, 4 ln, 5 visas, 1 eqt, 7 od, 2 mortg appl.


Description:
In enrollment on 11/10/2004 ---15 new members, 14 chk, 7 h/v, 14 dd, 7 p/d, 3 LN, 3 visas, 2 eqt, 4 ov.pr, 5 PFP


Description:
en enrollment on 11/9/2004 --13 new members,11chk,11holiday cl,11 dir. Dep,12 PD,1 loan appl 1 visa.


Description:
I spoke w/ Karen who told me that now is not a good time for her to discuss cu services.  She asked me to contact her in January.


Description:
I e-mailed Tanaya and Dawn information about the ATM and student checking promotion requests.  I e-mailed Belinda the information she and Cathy requested about the students.


Description:
I spoke w/ Tanaya to offer her Bobcat tickets.  Vice President, Tarun Malik, who will be making the decision about credit union services is not able to use them and Tanaya is not able to use them either because of evening conflicts.  I also asked her for information on the students to forward to Belinda and Cathy for a decision on a student checking special.  750 students live on campus.  They have 400 commuters.  The average age of the students is 18-24 and in their culinary program the average age is 25+. These are the numbers for the freshman class which is all they have this year.  Next year they will have a freshman and sophmore class.   I also asked about the cooking supplies idea and Tanaya pointed out that all of their students are not in the culinary program.


Description:
I spoke w/ Sherri.  She has gotten mixed feedback about affiliating.  She asked me to do a lunch and learn in January explaining the benefits of the credit union to the staff.  If there is interest she will then affiliate. We scheduled the lunch and learn for Jan. 11th at 11:30am.


Description:
I spoke w/ Steve and offered him Bobcat tickets.  The company already has 4 seats.  I also followed up on the paperwork.  We scheduled a phone meeting on Monday to complete the paperwork.


Description:
I left Carl a voice mail message to see if he is interested in the Bobcat tickets.   I asked him to call me because I can drop them off on my way back from Winston this afternoon.  I talked w/ Diann on my way back from Winston.  She got in touch w/ him and returned my call to let me know that he would like the tickets for next Tuesday.  I dropped them off.  Diann told me he was in a meeting w/ an employee and would give him a message to call me about the paperwork.  She also told me they are having a health fair in April and she put us on her calendar to contact in April.  I asked her to call us in March so I can make sure we don’t have any conflicts because we would love to be there.  I am going to follow up in February to see if they have a date by then.


Description:
I e-mailed Carl to see if we can schedule a phone meeting so I can complete the paperwork for him.


Description:
I received a letter from Jenny inviting us to attend the Spring Vendor Fair for the students in February.  I tried to contact Jenny to see if we can bring in the students so that when we come on site they will be eligible.  The cost to participate is $70.00.


Description:
I met Donna Ferraro at the Presby main benefits fair.  She is an instructor for the nursing school.  Unfortunately Presbyterian sold the nursing school to Queens so the students aren't eligible to join.  Donna asked me to contact Queens.


Description:
Sent an email to Maurice requesting an update on his affilitation position. Since he is concerned wether or not his employees will have CU benefits interest, I have offered to do a staff presentation at his request.

Maurice emailed me back and informed me he is still interested in affiliation, however, needs more time to make final decision. He asked that I check back again in about 2 weeks.


Description:
Called and left a voicemail for Chuck regarding possible affiliation with Allegacy. I mentioned if there was someone else I needed to speak with there about benefits, if he could be direct me to the correct person.


Description:
Vernon Foster has spoken with Greg Bridgeford, Senior VP of Store Operations, and has requested a meeting to discuss Allegacy's benefits. Greg said Lowe's VP of Human Resources has left, and they are currently looking to fill the position. However, Allegacy needs to go ahead and meet with some of the other VP's now to get the possible affiliation in the works. Greg has mentioned he will work to get an audience for an Allegacy presentation with other Lowe's staff. Greg wants business development to do initial sales pitches for first meetings. However, if Lowe's decides to pursue possible affiliation, they will want to deal with Allegacy's senior management officials. A proposal and powerpoint presentation has been created to service Lowe's employees nationwide. Greg has confirmed Lowe's expects to have approximately 200,000 employees by mid-year 2005.


Description:
I received a call from Carl to talk about the paperwork.  Since I was in my car I suggested we schedule a time for me to complete the paperwork for him.  He was very happy to do so and we scheduled a phone meeting for tomorrow at 9:00 am.


Description:
I e-mailed Vernon to offer him Bobcat tickets.


Description:
Vernon responded to my e-mail that he was going to have to pass on the tickets but he thanked me for thinking of him.


Description:
A proposal for possible credit union affiliation has been submitted to the Home Owner's Association board.


Description:
I spoke w/ Carl and completed the paperwork.  He is going to sign it and leave it w/ Diann for me to pick up later this morning.  They are going to be having a banking day in February and Pam Tesh will be contacting me to set it up.  Carl also had a question about an emergency loan that he read about on Wake's website.  I am going to check w/ Belinda and get back to him.  He basically wants to set up an emergency loan for the employees that they do not have to apply for, will pay a small amount of interest, and will be secured by Davidson so Allegacy will not  lose anything if one of their employees defaults.  Belinda sent me information explaining the emergency program we do offer our SEGs.  I picked up the letter and interofficed it to Belinda.  I e-mailed the factors to consider. I also e-mailed Carl the information about our emergency loan program.  Carl responded that he forwarded the information to his boss, VP for Business & Finance.


Description:
I left Ed a voice mail message.  I spoke w/ Ed.  He has not talked w/ Mary yet but he is on his way to discuss some things.  I clarified the direct deposit requirement and penetration requirements.  I also told him about the $50 special and asked that Mary just meet w/ Flex Pay to see if they are cost efficient for her to use them.  Ed asked me to check back after the holiday.


Description:
Tried to reach Shiela again this morning to follow up. Did not leave another voicemail.


Description:
Tried to reach Allen again this morning to follow up. Did not leave another voicemail.


Description:
Called and spoke with Dr. Turner about possible affiliation with Allegacy. He said his office is small and already offers another credit union. He was nice and thanked me for the call. Will mark as lost.


Description:
Called to reach Iris. She was not in the office today. Will try back next week.


Description:
I emailed Shara wbout getting together for lunch. I would like to meet with her about our new facility in Greensboro and our checking account promotion. She had told me that they do not hold benefit fairs but I know they do electronic enrollments. I am going to try to get them to allow us to send out our information electronically to their employees as well.

She emailed me back- January 5th at 12:00, I am going to pick her up.


Description:
I tried to contact Sherri by phone to reschedule the lunch and learn she wants me to do but I got her voice mail.  I sent an e-mail requesting we change it to the week of the 17th.


Description:
Reviewed company's website and sent an email to their president, Terry Bumgarner. I will also follow up with a phone call next week. They are located very close to Allegacy Village in Clemmons.


Description:
I tried to contact Kathleen again but I got her voice mail.  I didn't leave a message.  I sent an e-mail to see if she and Mary will meet w/ me to talk about the benefits of Allegacy.


Description:
I sent Tim an email to see if he has an update on the enrollment time. He said he will contact me when they finalize.

Dec7th  250 employees on first shift. 100 on second shift. Bring doughnuts/cookies


Description:
I spoke w/ Abby to invite her to the Wake Forest Baptist Fitness 500.  She may have a conflict that Saturday but she is going to check w/ one of her co-workers who works w/ some of the race teams w/ her to see if he would be interested in going to the event with me.  Abby is going to get back w/ me Monday.  I faxed her the details to give to Russ.


Description:
I emailed Monthy about scheduling an enrollment for some time in December or January. I told him we have not been there since 2002 and a lot has changed. Told him about the $50 checking promotion.


Description:
left voicemail re: enrollment. I told her we have not been out there since July of 2003. I told her about $50 checking promotion and new reward points on the checkcard and credit card. I told her I wanted to schedule for December or January.


Description:
called and left voice mail for her. I told her we have not been at their facility since March of 2002 and we would like to come out and tell them about our products and services. I told her about the checking account promo.

Enrollment scheduled for January, 14th.


Description:
I emailed them about holding an enrollment for the staff in the month of December. Kim mentioned there were some issues last time we came out with the direct deposit campaign but that all has been worked out.

Emailed that she wants us to get back with her in January.


Description:
Called and spoke with Scott about new services and promotions going on at Allegacy. I also mailed him our educational seminars flyer and business services flyer from AIG. He is still interested in possible affiliation. Will continue following up.


Description:
Briefly spoke to Jeff Young at the WFU/UNC football game about Allegacy. Will contact him at work to send info and try and set up a meeting. Drexel Heritage is headquartered in High Point and has several plants in Morganton.


Description:
I emailed Chris about enrollment.I told him it has been 2000 since we have been there. As of 11/29 no response from him.


Description:
Kim emailed me back. She said that they are so busy right now and would appreciate if we contact her after January to schedule an enrollment.


Description:
I mailed Charlie a gift card for Starbucks to thank him for all of his help with the signup.


Description:
I spoke w/ Ed.  He still hasn't talked to Mary.  He wants me to check back after Thanksgiving.


Description:
I spoke w/ Steve and completed the paperwork over the phone.  I e-mailed him the request letter.  He is going to run the letter by his CEO and then e-mail me when it is ready for me to pick up.


Description:
Called and left a voicemail for Gordon Melson informing him that Shallowford Lakes was approved at our board meeting and all residents are eligible for CU membership.


Description:
Called and spoke with Michelle to let her know that Redeemer School was approved at our board meeting. She is going to check with Billy Creech on a good time for  an enrollment. She thinks early January will be best.

Set up enrollment and staff presentation on January 4th from 8:00-10:30. Mailed 25 packets in advance for employees to review at Michelle's request.


Description:
Scheduled an enrollment on December 14th from 9:00-10:30am.


Description:
I contacted Linda to let her know Keating has been approved and to schedule the enrollment.  She is going to check when will be a good time and call me back.  I also let her know that Flex Pay will be calling her to set up a meeting.  I faxed over the Flex Pay referral form to Elaine Citro.


Description:
I tried to contact Susan but I got her voice mail.  I left a message.


Description:
I left a voice mail message for Lucy following up on a way that we would be able to find out which employees are members of Allegacy.  I told her I am going to be out of town for Thanksgiving and will call her next week.


Description:
I left a voice mail message for Deanna Hudson.  I told her that I will call her next week after I get back from my vacation.


Description:
Human resource managers have agreed to meet with Allegacy for first round of sales meetings. Official date has not been set, but should be locked in within a few weeks.


Description:
Called and spoke with Mary Anne in regards to a follow up on the information packet sent. She is still interested in possible affiliation, however, is swamped with work this time of year. She is in charge of HR and accounting. She asked that I follow up with her the first of the year in 2005.


Description:
Called and left a voicemail for Terry about possible affiliation with Allegacy.


Description:
This company is listed on Morganton's Chamber of Commerce website. An email address was provided. I sent an email to Brian Powell regarding possible affiliation with Allegacy. Will research company more and follow up with a phone call next week.


Description:
Melody Garcia writing on behalf of Irene:
Irene and Carolyn attended sign-up.
4 people visited. Results were as follow:
2 new members
2 payroll deductions
1 Holiday Club
1 CD
1 AIG


Description:
Melody Garcia on behalf of Irene:
Irene and Carolyn visited company. 26 individuals visited. Achieved the following results:
1 new member
2 payroll deductions
1 car loan app
2 visa apps
3 equity apps
1 AIG
1 mortgage app


Description:
Called and left a message for Rob Spaugh regarding a follow up on adding CU benefits to association. His assistant said he should call me back early next week. He is in court all day today and tomorrow.


Description:
Called and left a voicemail for Dot regarding possible affiliation with Allegacy.


Description:
Called and spoke with Donna about possible affiliation with Allegacy. We discussed the affiliation process and how Allegacy's benefits can be offered to her employees. She asked that I send our information to Lisa McNeely, who is the headmaster. The two of them will go over our packet and has asked that I call back to follow up.


Description:
Point Dx is changing its name to IDX Systems, after being bought by this Vermont firm. There are now 30 employees.


Description:
Called to reach someone in HR. There was no answer. Will try back early next week.


Description:
Mailed information packet at Scott's request.


Description:
Called and left a voicemail for Scott in regards to a follow up on the information packet Belinda had sent.


Description:
Called and left a voicemail for Lynn to follow up. I also sent her an email requesting the status of their new company and credit union decisions. I attached the affiliation letters to complete with the email.


Description:
Called and spoke with Hugh to follow up regarding affiliation for his employees. He said he has not had the chance to propose this to their board, however, Hugh is going to call the chairman and see if this is something he would like to move forward with. Hugh supports offering Allegacy. He asked that I call back in early January to follow up.


Description:
Donated 100 Allegacy water bottles to Winston-Salem Health Care's employee day at Sharon Robinson's request.


Description:
Received a call from Scott regarding affiliation. He is interested in possibly pursuing credit union benefits. Currently working on setting up a sales call time. He will get back to me.


Description:
Called and spoke with Allen Kniceley. He took our information to the campany's president and he wasn't very interested right now. Allen said they were expanding their facility and are planning on adding another 100+ employees over the course of next year. With all of this going on, their president didn't want to make any benefit changes. Allen supported signing on with Allegacy and has asked that I call him back around summer of 2005. He thinks by then Viscotec should be done expanding and he may be able to interest their president in our services at that time. I will call back in a month to mention that if they affiliate, Viscotec could advertise credit union benefits to potential employees, which may help them in their new recruiting process.


Description:
I emailed hr about enrollment at facility. Let them know about 4e50 checking promotion and asked that they let us come out in January.


Description:
I received an e-mail from Charlie thanking me for the Starbucks card and letting me know he looks forward to us visiting the office again after the first of the year.


Description:
En enrollment on Nov.15.--- 14 new members,12 chk,6 holiday cl,12 dd,6 payroll,1 ln,1 visa.


Description:
I sent Steve an e-mail letting him know that if he had the request letter ready I would come by and pick it up.


Description:
Called and spoke with Clint Calloway from the Winston-Salem offices. He referred me to Robert Forquer about adding the Charlotte office. I called and left a voicemail for Robert regarding possible affiliation.


Description:
Called and spoke with Scott to discuss more about the affiliation process. He is going to ask his employees if they have interest in CU benefits. If so, he wants me to contact their corporate HR. I answered questions regarding CDs and money markets for Scott. He is thinking about opening personal accounts with us.


Description:
Called and left a voicemail for Ms. Ferguson regarding possible affiliation with Allegacy.


Description:
Called and spoke with Iris about affiliation. She said she spoke with her husband Jim, who is the company's president. They would like to offer our services and will add them the first of the year. The company has just finished expanding and adding new employees and will implement the credit union in January. She asked that I call back then to get them set up. Will mark calendar.


Description:
Called and spoke with Sally Henson. She said she passed our materials on to their new HR manager and told me she would be the one making the final decision on affiliation. I left a voicemail for Deborah to discuss. I also left information in the message about our newest financial center going up in Greensboro/Hight Point soon.


Description:
I left Melissa a voice mail message to see if she is available to meet Thursday.


Description:
I left a voice mail message for Kimberly.


Description:
I spoke w/ Kimberly.  She passed my name and number  on to the other organizors and was surprised that no one got in touch w/ me.  I told her I will follow up w/ her after the holiday.


Description:
I tried to contact Susan but I got her voice mail again so I sent her an e-mail instead.


Description:
I left a voice mail message for Leigh Ann.


Description:
I tried to contact Leigh Ann but I got her voice mail.  I didn't leave a message.


Description:
I spoke w/ Ed.  He talked w/ Mary.  She agreed to meet w/ me but is definitely not interested in doing direct deposit.  According to Mary the owner likes to sign each check.  I told Ed that is the only requirement we have and told him that if anything changes to let me know.


Description:
I left a voice mail messagefor Nancy Cilino, the office manager.  Nancy returned my call.  She cannot make the decision but will check w/ the physicians.  I told her I will send her a packet of information and if she is interested in joining I asked that she give me a call.


Description:
I sent Andrew Murray an e-mail following up on the information Ron forwarded to him.


Description:
I left Libby Wesley, Assistant Director, a voice mail message to see if we can bring in the students..


Description:
I spoke w/ Jenny.  She asked me to e-mail her some information and the request letter so she can try to find the appropriate person to forward it to.


Description:
Attended benefits fair from 9:00-11:00am. Signed up: 2 new members, 1 chk, 1 DD, 3 P/D, and 1 AIG referral.


Description:
Called and spoke with Terry about possible affiliation. He said they have moved from Clemmons to Mocksville and are not interested in our services. When I asked why, he said he encourages all his employees to have checking accounts with the bank that did their business loans. Will mark as lost.


Description:
Called and left a voicemail for Sheila. I mentioned I was sorry to keep missing her, but would try back early next week.

12/8/04 - Still unable to reach Sheila by phone.


Description:
Called and spoke with Brian about possible affiliation with Allegacy. He said they only have 5 employees in the shop. I am mailing him our information packet, however, will not further pursue due to small employment number.


Description:
Called and spoke with Dot about possible affiliation with Allegacy. She said Debbie Wilson is serving as their current board president and would be the one to make this decision. Will contact Debbie to offer benefits.


Description:
I spoke w/ Gwen.  She cannot attend the Wake Forest Baptist Fitness event in January because she has a lot going on that week.  I assured her that I was not trying to solicit her since I know she has a strong relationship w/ Coastal but since Gary Knox told me that she was the person to know in Huntersville I was hoping she might go to lunch w/ me.  She told me that October until February is the most hectic part of their season and she can't get away for lunch.  I asked if I could check w/ her in March to see if she was available for lunch.  She told me that would be fine.


Description:
I called Diane to verify address change. Left message. The last time we talked she did not want me to change the address.


Description:
Sent an email to Maurice asking him to update me on any affiliation decisions made.

Received an email back from Maurice. Affiliation will be discussed during their next managers meeting in mid-December. He will get back to me then with any decisions or updates then.


Description:
I am meeting Monty and her assistant Angela at chilli's on Stratford Tuesday, December 21st to discuss our strategy for getting information out to the employees. She said that they do not all get together for staff meetings. I am to prepare 150 packets to give to her for the staff and then go over with them how to fill them out and accept them. She will collect and then give to me upon completion.


Description:
Called and spoke with Terry in regards to a follow up. She has decided to affiliate her company. I emailed her the affiliation paperwork and asked that she send it back in at her earliest convenience.


Description:
Called and spoke with Russ' assistant. He was currently in a meeting, so I left a message for him to return my call. We had spoken back in June about possible affiliation and he had asked that I follow up with him in December.


Description:
Called and spoke with Kathy to follow up on our last conversation. Her employees are interested in Allegacy, however, she has to get final approval from the owner. She did say they do not offer direct deposit and will not offer it in the future - the owner strongly opposes it. She will call me back in January to let me know the final affiliation decision.


Description:
Called and left a voicemail for Mark in regards to possible affiliation with Allegacy.


Description:
I sent Melissa an e-mail asking if she has time to meet after 1:30 pm today since I will be at Presbyterian all day. Melissa replied that she is extremely busy wrapping up open enrollment but will have some time mid to end of next week in the morning.  We scheduled a meeting for 10:00 am next Wed.  She is going to invite her HR director if she is available that morning.


Description:
I left Linda a voice mail message following up on the information I sent her and requesting a lunch meeting.


Description:
Scheduled to meet with HR Manager and VP of Human Resources on January 12th at 3:00pm. Ike, Cathy, Vernon, and myself will be in attendance. Meeting will be in their N. Wilkesboro offices.


Description:
I spoke w/ Gloria to see if she is interested in the Charlotte location joining.  She is going to check w/ them and let me know if the majority is interested.  I e-mailed her my contact information.


Description:
I tried to follow up w/ Ms. Royster about scheduling a staff meeting but she was gone for the day.  The person who answered suggested I try Monday morning.


Description:
I spoke w/ Sherri and rescheduled the lunch & learn to January 19th at 11:30 am.


Description:
I received a call from Abby letting me know Russ is very excited about attending the Fitness 500 with me.  We scheduled a lunch so she can introduce me to Russ.


Description:
Held enrollment for 2nd shift employees from 3:00-6:00pm. Signed up: 6 new members, 2 chk, 2 direct deposits, 7 payroll deductions, 2 overdrafts, and 1 PFP. (NOTE: 2nd shift has fewer employees)


Description:
Mailed information packet to club manager. Will follow up.


Description:
I called and left a voice mail message for Steve to see if the letter is ready for me to pick up.


Description:
Deanna returned my call.  She spoke w/ her brother. He is going to try to find a contact person for me in Charlotte.


Description:
I e-mailed Vernon to see if he has made a decision about affiliating yet.  I received an e-mail from Vernon letting me know they have not made a decision but that I should keep the faith.


Description:
Mailed information packet to Wayne. Will follow up.


Description:
Received affiliation paperwork on 12/6/04.

I sent a 'thank you' note to Terry Sealey.


Description:
We need a call to Errick in Jan,2005 about an enrollment.


Description:
Call to Linda about an enrollment. She will call back.


Description:
Left a message about en enrollment for Rose.


Description:
I left a voice mail message for Pat introducing myself.


Description:
Called and spoke with Stan Koontz regarding possible affiliation with Allegacy. He was very positive about credit unions and has asked to receive our information packet. I will mail this out to him today and will follow up with him the first of January at his request.


Description:
Martha is out of the office today.  I will try her again tomorrow.


Description:
I spoke w/ Kathleen.  She would like me to send her a comparison of us and Summit CU for her to show Mary.  I e-mailed the comparison.


Description:
I left a voice mail message for Delores.


Description:
I left a voice mail message for Janet following up to see if the employees are interested in joining.


Description:
I spoke w/ Joan in HR who told me I would need to talk w/ Shelly Butler in Payroll.  I left a voice mail message for Shelly.


Description:
I spoke w/ Leigh Ann.  She asked me to send her some information.  She doesn't think it would be a problem to offer us in addition to the credit union they already have but she needs a hard copy of the information.  I mailed her a packet today.


Description:
I left a voice mail message for Jenny.  I need to find out more information about the students for Belinda.


Description:
Called and spoke with Linda about possible affiliation with Allegacy. She said they are already with Members. I told her she could offer more than one CU, however, she was not interested at this time. Will mark as lost.


Description:
I spoke w/ Tom.  He checked w/ his boss but they are not interested in affiliating.  They don't have many employees using Charlotte Metro now so they don't see the need in offering us.


Description:
I spoke w/ Carol who told me she is leaving the company.  Yvonne Hollar is taking her place.  Carol suggested I contact her after the first of the year.


Description:
Called and left another message for Rob in regards to a follow up. His assistant said he is in court all day and has been very busy lately, however, he will call me back as soon as he has a free moment.


Description:
Called and left another voicemail for Donna.


Description:
I left Bruce w/ Flex Pay a voice mail message to follow up on my referral.  I spoke w/ him last Tuesday and he was going to check on it but I haven't heard anything back yet.  Bruce returned my call and told me that he did speak w/ Linda Gant but she didn't seem very interested right now.  He is supposed to call her back in February to set up a meeting to talk about maybe switching after the end of 1st quarter.


Description:
Called and left a voicmail for Debbie Wilson, board president, in regards to possible affiliation with Allegacy.


Description:
I left a voice mail message for Judy to see if I can schedule a visit.


Description:
Called and left another voicemail for Scott in regards to a follow up. I also sent him an email, with the address provided from the Homeowner's Association's website.


Description:
talk to Carolin about en enrollment and she will call back in Jan, 2005.


Description:
Called and spoke with Lisa McNeely to follow up on information packet. She said they are not adding anything to their current employee benefits at this time. I reminded her affiliation is free, however, she was still not interested. She said her employees have access to another credit union. Will mark as lost.


Description:
Called and left a voicemail for Steve regarding possible affiliation with Allegacy.


Description:
Called and left a voicemail for Jenna about possible affiliation with Allegacy. She came into our financial center earlier this week and expressed interest in our employee benefits.


Description:
I spoke w/ Sheila.  We scheduled a lunch meeting.  I talked to her about the May luncheon and she prefers lunch or dinner any day.  She mentioned several people in HR at her office & the plant that she thought we should invite.  I e-mailed Kathy at the plant to schedule a meeting.


Description:
left a message for Scott about an enrollment.


Description:
I spoke w/ John Hester.  They only have 7 employees in Clt.  I offered to e-mail him information to see if anyone in the plant is interested in joining.  He was interested and thinks a couple of the guys might be too.  I told him to let me know if anyone would like to join. I e-mailed him information.


Description:
Talked to Ttacy Ashby. She was very direct about enrollments! She told me: they will not schedule enrollments because company was not agry to have any enrollments. I think we need comunicayt with CFO


Description:
I e-mailed Charlie to find out if she would prefer a breakfast, lunch, or dinner for our annual appreciation event.  Charlie replied that lunch is best for her around 12:30pm and any day except Mondays.


Description:
I e-mailed Linda to find out if she prefers breakfast, lunch, or dinner for our SEG event in May.


Description:
I attended the employee orientation today and brought in 8 new members.


Description:
MAIN: I tried to contact Cynthia Gant to get an updated number of employees but she was gone for the day.  I'm going to call her tomorrow.


Description:
I e-mailed Charlie to find out if he prefers a breakfast, lunch, or dinner SEG event.


Description:
I received an e-mail from Charlie letting me know his schedule will not permit an outside meeting. I thanked him for his reply and told him the event is in May and I will send him an invitation in case anything changes.


Description:
Kathy sent me a reply letting me know she is available the 10th at 1:30pm.


Description:
I spoke w/ someone who told me Marlene is no longer there.  She is w/ Lake Norman Infinity now.  I left a voice mail message for Lynette.


Description:
Marlene moved from Lake Norman Chrysler Jeep Dodge to Lake Norman Infinity.  I left her a voice mail message to see if she is interested in offering her employees there credit union services.


Description:
I e-mailed Dawn to follow up.  Dawn replied that she gave the information to Tarun after our meeting but has not followed up with him.  She is planning on discussing us at their next meeting Thursday and will follow up w/ me then.


Description:
I spoke w/ Daphne who isn't interested based on our locations.  I told her about our no-surcharge ATM network and on-line services but she still wasn't interested.


Description:
I spoke w/ Jane.  When she checked w/ her boss in June he was not interested but since then they have hired a new controller she is going to check again.  She asked me to check back w/ her at the end of next week.


Description:
Jenna returned my call. I mailed her our information packet today and will follow up.


Description:
I left another voice mail message for Judy.  I told her we will need a new request letter with the company name change to be in compliance with NCUA.


Description:
I received an e-mail from Carl asking who is responsible for unpaid balances at termination of an employee.  I e-mailed Pam Tesh to find out if she prefers breakfast, lunch, or dinner for our May annual.


Description:
Left a voicemail for Matt to set up an enrollment.


Description:
I spoke w/ Chuck.  He has employees all over Charlotte and Lake Norman so he is concerned that our location in Metroview won't be very attractive for his employees.  I e-mailed him a list of our products and services and a no-surcharge ATM list.  I also e-mailed him the survey.


Description:
Left a voicemail for Beverly regarding possible affiliation with Allegacy. This company is headquartered in High Point and have several manufacturing plants in Morganton.

2/4/05 - Received a voicemail from Beverly stating that Drexel is already affiliated with Members CU and she doesn't see a need for an additional credit union. I called her back and left a message stating that companies can affiliate with more than one credit union and we can be offered as an additional choice for her employees. I requested she at least review our materials and call back at her earliest convenience.


Description:
Left a voicemail to follow up with Robin about setting up an enrollment.


Description:
Left another voicemail for Angela to follow up.


Description:
Gave presentation and held enrollment for staff. Signed up: 7 new members, 7 checking, 7 direct deposits, and 5 overdrafts.


Description:
I e-mailed Charlotte to see if they are interested in offering Allegacy to their employees.  Their headquarters is in Greensboro and they have a branch in Charlotte.


Description:
I left a voice mail message for Jenni to schedule a visit.


Description:
I e-mailed Partricia to see if breakfast, lunch, or dinner is most convenient for our annual SEG event.


Description:
I e-mailed Larry to find out whether breakfast, lunch, or dinner is more convenient for our annual SEG event.


Description:
I e-mailed Fred to see if breakfast, lunch, or dinner is most convenient for our annual SEG event.


Description:
Arrived at NurseFinders to attend enrollment. Their computer systems were down, so they asked employees not to come in today. They requested we reschedule the enrollment for next week. Will follow up with Kathy to get new date and time.


Description:
Left a voicemail for Judy to follow up on setting an enrollment date and time.

Spoke with Carolyn Armstrong about our business accounts and I'm sending her our information. She is interested in changing from CCB. Will follow up with her on Friday.


Description:
Scheduled enrollment for Thursday, February 24th from 9:00-12:00.


Description:
Emailed Mike about payroll/direct deposit options. He wants to offer this to his employees. I referred him to Angie Mahaffey who is going to work on getting him set up.


Description:
Received a voicemail from Jenna requesting a sales meeting. I called her back and we set up Monday, February 14th @ 10:00am.


Description:
Cathy Pace and I visited with Chuck and Joe. We did a formal presentation on the benefits. They were very receptive to our information and asked if we would be willing to come back and do a formal presentation to the senior management team. They have 630 employees in the headquarters and 160 in Winder Geogia, at their distribution center. They will have 1200 when they finish their new headquarters in Spring of 2007. They have 644 stores including the black and white stores. Public traded company since April of 2002.


Description:
I received an e-mail from Patricia letting me know that any day except Mondays will work for her.


Description:
Larry's responses to my annual SEG event survey was that it would be dependent on location and his first choice would be dinner, 2nd would be lunch, & 3rd would be breakfast.


Description:
I replied to Carl letting him know that we would like them to let us know when an employee terminates their employment so we can make payment arrangements but the college is not responsible for the loan only to assist us.


Description:
Belinda left me a voice mail message requesting an effective date and complete address for the NCUA paperwork.  I spoke w/ Kimberly and she is going to call Illinoise to get the exact effective date and a physical address for corporate.  She is going to talk w/ the Charlotte location to see if they are interested in affiliating.  She isn't sure if they will be interested because they are located in south Charlotte and may not find us convenient.  She is going to check to see if they would like to be included in the request letter.


Description:
Matt called back about setting up an enrollment. He said I need to talk to Bill Mullen-Dick in his office to schedule for Winston-Salem and asked that I call Randy Dalton in the Charlotte office to schedule for them. I left a voicemail for Bill to schedule enrollment for March.


Description:
Followed up with Terry regarding information packet sent. She said she passed the materials on to management and they are reviewing the need for a credit union. She asked I call back in a week to see about a meeting.


Description:
Called and spoke with Greg to set up an enrollment for his 3 offices. I gave him several available dates and he is going to check with his guys and email me back with times. He was very appreciative.


Description:
Followed up with Iris regarding affiliation. She said they still want to affiliate, but it may take a few more weeks. They don't currently have direct deposit, but she wants to get all of her employees set up with DD and hopefully get their accounts with the credit union. She asked that I call back in 3 weeks.


Description:
Called and spoke with Greg regarding possible affiliation with Allegacy. He is interested in personal accounts and staff eligibilty. I am faxing him a membership application and he is checking with his office manager to set up a sales meeting. He is very positive towards credit unions.


Description:
Called and spoke with Lynn to see if their corporate offices had made a final decision on affiliation. She said they will allow a credit union for their Winston office and would like to move forward with this. I am re-sending her the affiliation papers and she will return them within a week.


Description:
Called and left a voicemail for Deborah regarding possible affiliation. We had spoke in June 2004 and she informed me they only add new benefits once a year around April. She polls her employees on their benefits interests. I requested that I re-send our information packet and that Allegacy's name be added to the poll she will be giving her staff.


Description:
Called and spoke with Steve regarding affiliation. He is currently trying to finance his company car with Allegacy and is not happy about the process. I apologized and asked to be of any help I could. He is interested in offering our benefits to his employees. He is going to call me back and I'll send him our information packet.


Description:
Left additional message for Ken that we had not yet received his affiliation paperwork.


Description:
Called and left a voicemail for Robin in their corporate offices regarding possible affiliation with Allegacy. Affiliated with Truliant FCU.


Description:
Left a voicemail for Russ regarding affiliation.


Description:
WINSTON-SALEM - Left a voicemail for Karen Hicks to follow up on setting an enrollment date for June.


Description:
I spoke w/ Larry about scheduling a sign up. We confirmed June 15 in the old break room. He is going to call or e-mail me later day with a time.  He would like me to e-mail him a poster to promote our visit.


Description:
CLEMMONS - Spoke with Vanessa Coney to set up an enrollment for June. She said it would need to be approved by Bob Russ. I also left him a voicemail. She will speak with him when he returns next week from vacation.

Bob returned my message and stated he would like to set up an enrollment for the second week of June. I emailed him a list of available dates and times.

Thursday, June 9th from 1:00-3:00pm.


Description:
WINSTON-SALEM - Joyce returned my phone call and informed me this was a busy time of year for the architects. She requested that I call back in early fall to schedule an enrollment.


Description:
I received an e-mail from Cheryl asking about quantity and date for the car flyers.  Belinda replied asking for 50 in English and 50 in Spanish.  I e-mailed Molly and requested them as soon as possible.  I e-mailed Belinda to request that she mail them from Winston.


Description:
WINSTON-SALEM - Sent Bob Swift an email following up on the information packet sent.


Description:
I received an e-mail from Richard letting me know that the board has decided to wait until later this year to offer us to the employees.  I replied to thank him and to let him know I will check back with him in October.


Description:
KERNERSVILLE - Left a message for the business manager regarding possible affiliation with Allegacy. This group was referred to business development by Anita Crawford.


Description:
CLEMMONS - Left a message for Michelle Jones to set up an enrollment for June.


Description:
KERNERSVILLE - Called and spoke with Diana to follow up on the information packet sent. She is very interested in affiliation and has decided to offer CU benefits. She will be mailing the necessary paperwork for affiliation this week.


Description:
I called to follow up on letter reflecting name change.


Description:
WINSTON-SALEM - Left a voicemail for Lisa Brown to set up an enrollment for June.


Description:
I spoke w/ Mark.  We scheduled a meeting 6/3.


Description:
I e-mailed Natasha to see if she has heard anything from the benefits person.


Description:
WINSTON-SALEM - Mailed 20 new membership kits to Gay Wilson at her request.


Description:
WINSTON-SALEM - Left additional voicemail for Allison to set up an enrollment for June.


Description:
PINE HALL - Left additional voicemail for Doug to set up an enrollment for June.


Description:
WINSTON-SALEM - Called and spoke with Roger to follow up on our last conversation. He took our information to his general manager, but he showed no interest since they are already affiliated with Members CU. Roger was in strong support of offering Allegacy, but said he can't affiliate without management approval. Will mark as lost.


Description:
HIGH POINT - Left a voicemail for Beverly Boyd following up on the information packet sent. In the message, I reminder her of our new financial center opening date in July.


Description:
WINSTON-SALEM - Left a voicemail for Derwood Rusher and Dave Rickard to follow up on the affiliation status.


Description:
WINSTON-SALEM - Spoke with Karen Hicks about holding an enrollment. She wants to schedule a time around mid-July for us to visit, and asked that I call back in late June to get on the calendar. We also discussed having another ice cream social in the Research Park, hopefully in July. Jo Peay will be available next Thursday, June 9th to help assist me in setting this event up.


Description:
GREENSBORO - Left additional voicemail for Shannon attempting to follow up on information sent. I reminded him of our Greensboro financial center opening date in July.


Description:
Belinda and I met w/ Patty. She has 55 employees in her division which is the chapter. She gave us information on the blood division which has the larger employee base. She seemed very interested in our products. She will review and get back with us in a couple of weeks.


Description:
GREENSBORO - Left a voicemail for Sue regarding possible affiliation with Allegacy. This group is located on the same street as our new Greensboro financial center.


Description:
Larry e-mailed me with time suggestions.  I forwarded the request to Melody to see if she is available to assist me. I replied to Larry's e-mail to confirm times and locations after receiving a reply from Melody.  I also e-mailed a poster for him to promote our visit.


Description:
WELCOME - Called and spoke with Stan Koontz regarding possible affiliation. This was a follow up from January 2005. He had requested I call back in the summer to see about potentially adding Allegacy then. He said they have currently not made any changes to their benefits and do not plan on making changes anymore, however, would be happy to talk to me again come late summer. Will mark calendar.


Description:
I spoke w/ Kelly to confirm meeting tonight.  I attended the meeting tonight.  Only 5 members showed.  I left materials with Kelly & Julie to give to the other members.  Julie is going to e-mail me the application for choose allegacy and grapevine.


Description:
I spoke w/ Julie. Only 2 people signed up to meet w/ me at 9:00am.  I e-mailed her a poster to promote the visit at 9:00am & 12:00pm.


Description:
I received an e-mail from Mark Little letting me know that the committee has denied our request to offer credit union services to the students.


Description:
I received an e-mail from Patricia letting me know they need to reschedule the visit.  I replied that I am available Wed. June 8.


Description:
I received an e-mail from Natasha letting me know she has not heard back.  I asked her for the benefits person's contact info. Natasha e-mailed me Renee's name and e-mail address.


Description:
I e-mailed Renee to try to schedule a meeting Tues., June 21.


Description:
Larry e-mailed me to find out if the temp employees from Yoh Industrial are eligible. I replied that they are not through Kroehler but Yoh Industrial may request affiliation.


Description:
WINSTON-SALEM - Attended Patient Appreciation Day in the lobby of main building. Passed out information on Allegacy membership and promoted VISA debit and credit cards to patients and staff.


Description:
PINE HALL - Received a call from a manager at Kobe informing me that Doug Fouts was no longer with the company. He asked me to contact Dawn Cardwell in order to set up an enrollment. I left her a voicemail this morning to schedule a visit for June/July.


Description:
WINSTON-SALEM - Left a voicemail for Marlene to set up an enrollment for June/July.


Description:
WINSTON-SALEM - I was informed that Guy Ferrier was transferred to an office in New York. Our new contact is Bruce Lau. I left a message for him to set up a time for an on-site enrollment for June/July. His assistant said he would call back next week with the schedule.


Description:
WINSTON-SALEM - Left a voicemail for Cyndi requesting that she email me an electornic copy of their direct deposit form in order to place on the Grapevine. In addition, I inquired about their annual employee appreciation day typically held in July. I would like to see if Allegacy can visit again and hold an enrollment on this day.


Description:
Dean called and said that he is ready to send out the memo to the employees about the car purchase program. He wanted to know what extension to call from the 1 800 number. I told him his contact is Debbie McCliment and Jennifer Betson. We gave him the option 3 and dial ext 4121 to put on the letter.

Elizabeth also called to talk about the atm. She thinks we are 45 days away so she is going to get with the contact person for that building and let me know an update.


Description:
I called to followup. They called here and asked me to mail them information on Allegacy. The company is located in Mocksville. Scarlet said that Lisa is gone all next week and asked me to follow up on June 13th to see where they are.


Description:
I emailed Joe to check in. I check in one time per month to see if there is any update.


Description:
I called to talk with the office manager about affiliation for the Greensboro office. Her name is Connie Fulp. I left a voicemail message for her.


Description:
I e-mailed Larry to confirm lunch next week.  He replied to let me know that Infovision is going through something that he cannot share with me and asked me to contact him the week of the 13th.


Description:
GREENSBORO - Left additional voicemail for Bruce Atkinson regarding affiliation.


Description:
GREENSBORO - Called and spoke with Kim Robertson to follow up on credit union benefits. She does have a strong interest in offering Allegacy, and is excited about our new branch opening on 68. She requested we meet in July to discuss affiliation, and asked that I call back in late June to set the date. This company has 1,400 employees.


Description:
I attended two sign ups.  I signed up 2 new members and faxed the information to 1 interested employee.


Description:
I called to get the benefits person's contact info.  I e-mailed Paulette to see if she is available to meet.


Description:
I called Martha but she is out of the office. I e-mailed her to see if she is available to meet.


Description:
I tried to contact Doug by phone but I got his voice mail.  I e-mailed him to see when a convenient time is for me to contact him to talk about the benefits of offering Allegacy.


Description:
I called headquarters and found out that HR has moved to Charlotte.  I spoke to Colleen who told me they currently have a relationship w/ Truliant.


Description:
WINSTON-SALEM - Called and spoke with Kenyon Hill, Senior Manager of Payroll and Benefits. His office is located in Memphis, TN. I discussed possible affiliation with Allegacy for their newest plant in W-S. APL Logistics is a supplier to Dell Computers. The plant, located directly beside the new Dell facility, is set to open within a few months and will start off employing 50 people. Kenyon is very open to CU benefits and if he choses to affiliate, would like to get this off the ground soon. I am sending him our information packet today, and will follow up.


Description:
I tried to call Milly but I got her voice mail.  I sent her an e-mail to see if she is available to meet with me.


Description:
I e-mailed Elmarie to see if she is available to meet with me.


Description:
Belinda and I met w/ Carl, Pam Tesh, and Bruce w/ United Family Services to talk about our emergency loan program and how we could work w/ United Family Services for the counseling piece.  Carl would like to contact us and United Family Services directly to coordinate the loan and then the counseling to make sure the employees follow the requirements.


Description:
I tried to contact Melissa but there was another person's voice mail, Monica, at the extension.  I tried to call the main number to see if Melissa still works there but the lines had already been rolled over to the answering service.  I will try tomorrow morning.


Description:
I spoke w/ Hugh who told me they are not interested in credit union services at this time.


Description:
REIDSVILLE - Received a call back from Bonnie Pace stating that the Oracle employees would soon convert to Alcan employees when the new Reidsville plant opens. She did not have a contact or telephone number for Alcan. In researching Alcan's website, I found email address under their contact info. I sent an email request to their corporate, regarding local contact information and possible credit union affiliation.


Description:
I contacted the company again and asked the receptionist if Melissa was still with the company.  She didn't answer my question and immediately transferred me to Monica's voice mail.  I sent Barbara, Melissa's boss, an e-mail to follow up.


Description:
GREENSBORO - Spoke with Toby Brown regarding possible affiliation with Allegacy. I am sending her our information packet today and will follow up.


Description:
GREENSBORO - Left additional voicemail for Dana regarding possible affiliation.


Description:
GREENSBORO - Left another voicemail for Alesia regarding possible affiliation.


Description:
GREENSBORO - Left another voicemail for John regarding possible affiliation.


Description:
7/25  I called Abby to talk about the race teams she has connections with. She asked me to meet for lunch. We scheduled the lunch 8/4.

8/3  Abby called to reschedule our lunch meeting.  She told me the previous administrator has left and a new one started 6/30. She asked me to give him some time to settle in and her some time to get to know him and she will talk with him about offering us.  We rescheduled for 8/15.


Description:
GREENSBORO - Left another voicemail for Larry regarding possible affiliation.


Description:
HIGH POINT - Sent Carolyn Snell an email regarding possible affiliation. This was a follow up from last summer, when she asked that I touch base with her when the GSO financial center opened. I am also sending her our information pack again for her to review.


Description:
I e-mailed Nicole to see if she has heard anything from the director or co-director of the association.


Description:
I tried to contact Kathlene but I got her voice mail.  I sent her an e-mail to see if she and Mary have made a decision yet.


Description:
I tried to contact Donna but she was not available.  I sent her an e-mail to see if she and Holly are available to meet.


Description:
I spoke w/ Elmarie. She told me they currently offer a federal credit union.  She did not know the name but she said they serve Charlotte and Raleigh.  She thanked me and hung up abruptly before I had a chance to ask her if she would like to offer another financial option for her employees. I checked on Coastal's website and Ciber is affiliated w/ them.


Description:
I left another voice mail for Leigh Ann.  She hasn't returned any of my calls or e-mails since I spoke w/ her last December.  If she doesn't return my call, I will delete her off of my prospect list.


Description:
GREENSBORO - Left a voicemail for Christine regarding possible affiliation with Allegacy.


Description:
GREENSBORO - Spoke with Shannon to follow up. He is interested in offering our services to his employees. He requested that I re-send him the affiliation paperwork and he will fill out. Will follow back up.


Description:
I tried to contact Teddi but she was not available.  I sent her an e-mail to see if she is available to meet with me.


Description:
I e-mailed Charlie to schedule the ice cream event for September.


Description:
I left a voice mail message for Joanette.


Description:
I left a voice mail message for Jan asking for a meeting.


Description:
I spoke w/ Shelly. She hasn't head anything from her president and he has been on vacation. I offered to meet w/ him.  She suggested I check back in a couple months.


Description:
Martha replied to let me know that she has not had any response from the employees but will bring it up again.


Description:
I e-mailed Martha to see if she has made a decision.


Description:
I received an e-mail from Stacy, the director of University Area Moms.  She told me that they don't typically forward information like us onto their members directly but that they offer ad space in their monthly newsletter that goes out to over 60 households for $15/mo or $150/yr.  I replied to Stacy explaining affiliation and the benefits of offering Allegacy.


Description:
7/13  Gail e-mailed me to let me know that she talked w/ Gail Scurry about the survey and they are interested in Disability for Short and Long Term, Life Insurance, Long-Term Care and Mortgage Insurance.  She asked me to bring information to the Anniversary/Open House.  I talked w/ Belinda who told me that we don't have these products yet. The survey was just to guage interest. I forwarded Gail's request to Laura who e-mailed Amy Edwards and asked her to contact Gail. 

8/3  I e-mailed Gail to explain that we don't currently offer these products and that Amy will be contacting her.

8/4  I received an e-mail from Amy Edwards w/ AIG letting me know that she spoke w/ Gail about the insurance products she expressed an interest in.


Description:
I left another voice mail message for Tom.  Tom returned my call and explained that he is not the right person for me to speak with and he had forwarded the last couple voice mail messages to the right person but obviously they didn't contact me.  He told me to contact Robin Friedman, benefits manager, at  708-924-3190.  I got Robin's voice mail but didn't leave a message.  I sent her an e-mail.


Description:
Lisa is out of the office this week.  I will try her again next week.


Description:
I called Mark to follow up on the conversation w/ Kelly.  Mark told me he hadn't spoken w/ Kelly.  They had played phone tag.  I called Kelly but she is out of the office until next Tuesday. I spoke w/ Jessica who told me she didn't feel comfortable explaining payroll to Mark but that she would ask Angie to call Mark today.


Description:
WINSTON-SALEM - Left a voicemail for Kenyon encouraging him to submit paperwork since he has expressed interest in adding our benefits.


Description:
GREENSBORO - Spoke with Karen to follow up. She said she has looked over our materials and has decided to affiliate. She will make initial contact to introduce this to the employees in Greensboro, and will then allow us a time to come out and hold enrollment. She will submit paperwork next week.


Description:
HIGH POINT - 8/8/05 Received affiliation paperwork. Sent 'thank you' card for choosing Allegacy.


Description:
I called to talk to Barney to see about getting the paperwork. He was in a meeting. His secretary said she would have him call me.


Description:
WINSTON-SALEM - Sent an email request to Rob Spaugh asking to pick up their affiliation paperwork this upcoming Thursday during my potential SEG visits.


Description:
GREENSBORO - Received a call from Shannon who had questions on the affiliation paperwork. I answered these and told him I would pick up their paperwork this upcoming Thursday while I was in Greensboro.


Description:
WASHINGTON DC - Mailed 50 new membership kits at Nicole Blalock's request.


Description:
Ashley called me about an employee needing an emergency loan.  I talked w/ Jennifer in the lending center about Davidson's emergency loan agreement.  Jennifer spoke w/ Ashley and then called me questioning the loan because of the reason on the form.  I spoke w/ Belinda about Jennifer's concern.  I left a voice mail message for Ashley.  Ashley left a voice mail message for me because she went home sick today.  I left her another voice mail message clarifying what we deem an employee emergency.


Description:
I received a reply from Barbara letting me know her CEO won't be available tomorrow but that she is available to meet.  I replied that Belinda will be attending as well and asked her if she is available for lunch.


Description:
8/1  I left a voice mail message for Charlie

8/8 Charlie left me a voice mail message returning my call.  I will call him tomorrow to talk about doing an AIG seminar.


Description:
I received an e-mail from Stacy offering to forward any information I would like to the membership.  I replied that I need paperwork in order for her members to be eligible.  Stacy replied that they do not have by-laws.  They are more like a club.  I talked w/ Belinda and I am going to e-mail Stacy the guidelines for approval of an association.  I e-mailed Stacy the guidelines.


Description:
Barbara didn't respond to my e-mail yesterday so I e-mailed her again about meeting today.  She replied after I had left for my meeting w/ Bonded Logistics. I e-mailed her when I got back to apologize for not receiving her e-mail earlier and asked her if there was another day this week that she is available to meet.


Description:
I spoke w/ Ashley about the emergency loan.  I called Jennifer in the lending center and left her a voice mail message letting her know that since the employee will be evicted that it would be considered an emergency and as long as she receives proof of the eviction that it is fine to proceed w/ the loan.


Description:
I spoke w/ Charlie.  We talked about doing an AIG seminar and providing lunch.  His employees are late 30's to early 40's and they are pretty well versed with their 401Ks.  Charlie suggested talking about our savings and loan products and other retirement planning suggestions.  I told him I would see if Denise has any seminar suggestions.  I e-mailed Denise to see if she is available Wednesday, Oct 5.


Description:
I e-mailed Gail to see if she and Gail Scurry are available to meet w/ Corey about long term care Tuesday, 8/16.


Description:
I received an e-mail from Stacy letting me know they are a small organization and she doesn't think they will want to go to the expense of hiring an attorney to draft by-laws.  She is going to suggest us to her board in September and let me know if they decide they would like to affiliate.


Description:
GREENSBORO - 8/10/05 Received affiliation paperwork. Sent Shannon a 'thank you' card for choosing Allegacy.


Description:
I e-mailed Charlie to work out the details for the ice cream event.


Description:
Belinda and I met w/ Linda and Barbara.  They were both very interested in offering us in addition to Corporate America.  Barbara is going to present us to present us at her staff meeting tomorrow.


Description:
WINSTON-SALEM - Sent Judy McGuire 20 new membership packets at her request.


Description:
GREENSBORO - Spoke with Meredith to follow up. She said she did not have a chance to present our materials like she had planned last week to her managers, however, is planning to do so this week. She asked that I follow back up on Friday. Will mark calendar.


Description:
New enrollment : 6 new members, 5 ch. Accts., 5 direct deposits, 3 payroll ded., 1 visa.


Description:
Received an email from Linda in response to my message. She asked that I call next week to get an enrollment schedule for her Greensboro and Charlotte locations.


Description:
WINSTON-SALEM - Received affiliation paperwork.


Description:
I sent Rob an email informing him that the FCBA was approved at our last board meeting. He has mentioned that he is open to marketing Allegacy to his membership. I also asked if he had any contacts with the Guilford County Bar Association.

Received an email back from Rob stating that he had emailed his membership on the new credit union benefits. In addition, they are planning to run a short article on Allegacy in their next newsletter. Once their website is operational, they will post information and a link to Allegacy under their "membership" section. Rob has also provided me with contacts to the Guilford County Bar Association for potential sales.


Description:
Spoke with Dawn Cardwell about holding an enrollment for her staff. She is going to check with their CFO to see what date and time he would like for us to visit.


Description:
Left a voicemail for Shannon to set up an enrollment.


Description:
WINSTON-SALEM - Left a voicemail for Kenyon encouraging him to submit the affiliation paperwork. I mentioned that I would be happy to help with any questions or concerns he might have. His voicemail said he will be out of town until October 24th. I will follow back up if I haven't heard from him by month's end.


Description:
Spoke with Karen Goodh and set up an enrollment for Friday, November 4th from 8:30-9:30am. She requested that we bring a light snack for the staff.


Description:
GREENSBORO - Spoke with Sherlin Coiner about possible affiliation and credit union benefits for her staff. She is open to reviewing our materials and considering our services. I am sending her our information packet today and will follow up.


Description:
I received a call & e-mail from Ashley letting me know that Tom called her personel cell phone (it was the number they had in their database) to thank us for the basket.  He told Ashley the basket was a nice gesture and fantastic business move because it made him pay attention to what we are all about and our business model.  I am going to contact Tom in a couple weeks to schedule an enrollment.


Description:
Belinda sent an article from the Triad Bus Journal.  Carolina Tractor is building a truck-repair facility at Millstream Business Park off Mount Hope Church Road.  They hope to break ground by the end fo the yr and have the facility operational by mid 2006.  They plan on hiring 26 employees.  This facility will complement their existing Greensboro operations.  There are 160 employees at the location.


Description:
GREENSBORO - Left additional voicemail for Pat to discuss potential affiliation.


Description:
I e-mailed Judy to schedule a lunch and learn.


Description:
I was supposed to meet Linda for lunch today.  She never showed.  I left a voice mail message for her.


Description:
Spoke with Sue Moore in HR and scheduled Allegacy to attend their benefits fair on Friday, November 11th from 9:00-6:00. Allegacy will be providing a door prize.


Description:
GREENSBORO - Tried to reach Dana again to follow up. I left an additional voicemail to discuss partnership.


Description:
I received an e-mail reply from Judy letting me know they will not have another company meeting until December.  She asked me to contact her at the end of October about getting on the calendar for their company wide meeting where everyone will be present.


Description:
ADVANCE - Received a call yesterday from Eric informing me that our sales meeting was to be rescheduled. I left a message for Eric and Alton today to set up a new meeting date.

Received a call back from Alton Teague saying that my contact at Le Bleu was "let go of" this week. Alton wanted to continue pursuing the credit union; however, the Vice President said he was not interested and did not want to look at this further. I told Alton to call me if anything changed. Will mark as lost.


Description:
GREENSBORO - Left an additional voicemail for Kim Rider to discuss potential affiliation.


Description:
GREENSBORO - Spoke with Tammy Perez to follow up. She said she reviewed our materials and has passed it on to Luke Medlin, who is their HR Director. I left him a voicemail to discuss the credit union further.


Description:
MORGANTON - Sent an email to Iris Toner with the affiliation paperwork attached. I encouraged her to submit for her employees. She has already verbally committed to partnership.


Description:
I e-mailed Carin a thank you note and $15 gas card.


Description:
I e-mailed Patricia the payroll stuffer.


Description:
10/14/05  I received the request letter.  I interofficed it to Belinda.


Description:
Leslie asked me to mail her the payroll stuffers.  She thought they would look better than if she copies them on her copier.


Description:
Enrollment. Most employees are already members We have not been there in a few years so I went to update them on recent promotions and pr.


Description:
Rescheduled benefits fair to Wednesday, November 2nd from 1:00-4:00.


Description:
Followed up with Linda to set up enrollment. She said she has emailed her employees to inform them they are eligible for credit union membership and has asked if they prefer a certain date for holding the initial enrollment. She wants to wait and hear back from them before setting time. I will call back Thursday to schedule.


Description:
Marina and I attended an employee meeting.  We presented Allegacy to 15 employees.  We signed up 2 new checking accounts w/ dd and talked to one who is leaning towards moving her dd but was hesitant to make a quick decision. We also got 2 leads for AIG and 1 for Auto Buying.  There were several people who were interested in opening accounts and having partial amounts sent to us but when they found out that they had to pay $5/paycheck to send money to more than one financial institution they decided not to join.


Description:
Held enrollment with the following results: 4 new members, 3 chk, 3 DD, 3 P/D, 2 OD, and 1 car loan.


Description:
GREENSBORO - Left a voicemail for Ann Marr to follow up on the information packet sent.


Description:
N. WILKESBORO - Left a voicemail for Ted Chapin to follow up on the information packet sent.


Description:
RURAL HALL - Left a voicemail for Harry Sages to follow up on the information packet sent. I also sent an email with the attached paperwork.


Description:
GREENSBORO - Spoke with Linda to follow up again. She is interested in possibly offering our services and wants more time to review. I mentioned that I would be happy to meet with her to go over the benefits. She said that would be fine and to call back in a few weeks. Will mark calendar.


Description:
GREENSBORO - Spoke with Charlie about offering credit union benefits to his staff. I am sending him our information packet today and will follow up.


Description:
I called Barney to offer him two tickets to the wake forest nc state football game. I also asked if I couls set up a meeting with our CEO Ike in early November.


Description:
I called Joe as a part of my biweekly follow up to see where we are with the process. I had to leave him a voicemail.


Description:
Set up enrollment for Tuesday, January 10th at 1:30, 4:00, and 5:00. We will give a short presentation at the beginning of each of the staff meetings.


Description:
I talked with Gary about his benefits. Her currently has everything bundled thru Genworth. He has a contract that expires Feb. 2007.


Description:
GREENSBORO - Spoke with Dan about adding credit union benefits for his staff. He is very interested in our services and said he would like for his employees to have access to a credit union. I am sending him our information packet and affiliation paperwork today and will follow up.


Description:
GREENSBORO - Left an additional voicemail for Sherry to discuss possible affiliation.


Description:
I left a voice mail message for Kathlene.


Description:
Sent an email to Linda following back up on setting up initial enrollment.


Description:
I talked with Sarah Hadden. She said that she needs some Allgeacy packets to give out to new hires. I sent her 25. She told me that they have 80 employees now. She said that they are apart of Baptist as a subsidiary and all of their benefits go thru them. They are going to have a benefit fair after Thanksgiving probably about the first week in December. She said she would call me back and let me know for sure.


Description:
GREENSBORO - Sent Dana and email with attached affiliation paperwork, encouraging her to partner her company with Allegacy. I sent her information a few weeks ago.


Description:
I have been dealing with Pave on a creative ad for Volvo. Corey Reich is trying to sell his product to him and mentioned that they have a very strong relationship with BB&T.


Description:
Held enrollment with the following results: 3 new members, 4 Chk, 6 P/D, 1 OD, and 1 Holiday Club. The company does not offer direct deposit to the hourly employees. Up to 80% of check can be payroll deducted into an Allegacy account.


Description:
RURAL HALL - Spoke with Harry Sages about adding credit union benefits. He would like to see this offered to his employees and has been asking around about their interest. He said some of his employees were hispanic, and I discussed Allegacy En Espanol with him. He asked that I follow up again in about 1-2 weeks.


Description:
WINSTON-SALEM - Not interested. Receptionist hung up telephone. Small company with few employees. Will mark as lost.


Description:
LMTC w/ Joy about scheduling an enrollment.

LMTC w/ Joy about scheduling an enrollment.

Scheduled appts:
Feb 13th
Feb 14th 
Feb15th


Description:
Rec'd e-m from Miranda asking about payroll.  Left vm msg for Kathy to talk about initial enrollment & verify payroll contact.


Description:
Rec'd e-m from Alan Barnhardt about sponsorship opportunities.  E-m'd possible dates for mtg.


Description:
Galina spoke w/ Gerry, the new HR.  Melanie is no longer w/ company.  Gerry asked for date options.  I em'd Gerry to schedule mtg to discuss options for promoting Allegacy.


Description:
E-m'd Rob to schedule mtg.  Scheduled mtg for next Tues.


Description:
Jamie, RSVP'd to the Lunch & Learn Payroll Solutions.  Jamie has emailed and cancelled but she sent in a lot of questions about payroll.  Fwded the email to Catherine and asked to get back in touch w/ her.


Description:
Belinda, Galina, and I met w/ Mark Billings, Administrator to talk about promoting Allegacy to the employees. Marian Sharpe is no longer the HR manager.


Description:
Scheduled a presentation and enrollment for Thursday, January 18th @ 8:00am. Judy requested that we bring a fruit tray for her staff.

Sav 3
Cking 3
Dir Dep 3
PD 3
Youth Acct 1

Helped a lot of ppl w/ Web acct


Description:
Emailed Angela about scheduling an enrollment.


Description:
Received email back from Cynthia stating she is sorry to just now get back to me, that it had been extremely hectic.  We are looking at another enrollment in Feb.


Description:
LMTC w/ Jody ( She is a new Rep. ) about scheduling an enrollment.


Description:
LMTC w/ Sharon (who is Al wife) about scheduling an enrollment.


Description:
E-m'd Bill to follow up on president's decision.


Description:
I emailed Melanie, to get an updated list of doctor's offices for 2007, and ask her for lunch.

Scheduled lunch for 01/17 @ 1:00


Description:
GREENSBORO - Left a voicemail for Michelle Belcher to follow up on scheduling an initial sales meeting.


Description:
CHARLOTTE - Left a voicemail for Mike Hall to follow up on the information packet sent and to schedule sales meeting. I also sent a follow up email.

Received a response back from Mike Hall. He is going to present our information to the company's executive management team in late February. He is in support of adding a credit union. He asked that I follow up the first of March to see what decision had been reached. Will mark calendar.


Description:
KERNERSVILLE - Left a voicemail for Denise Loflin to follow up on scheduling an affiliation sales meeting.


Description:
GREENSBORO - Left a voicemail for Carol Owens to follow up on credit union benefits. She had previously mentioned she would consider adding Allegacy along with their Wachovia @ Work program.


Description:
Marks Sears, Robin and & Lucinda attended the Lunch & Learn (Payroll Solutions) mailed (3) G/C.


Description:
Patience attended the Payroll Solutions Lunch & Learn.  Mailed her G/C


Description:
Rec'd reply from Katie Davidson w/ PlayPower.  Jennifer forwarded my mtg request to Katie.  E-mailed Katie to schedule mtg.


Description:
Tried to contact Tom to follow up.  Out of the office.  Didn't leave msg. Will try again later.


Description:
Tried to contact Michelle.  Did not get a vm.  Will try again later.


Description:
Had a conference call with Barbara to go over plan for 2007 communication to staff. We are developing a plan to give to her by Wednesday. In addition, we will email staff every 60 days to make them aware of current promotions. She informed us that Bank of America is getting an atm in one of their buildings.


Description:
E-m'd Kim to follow up on info Belinda mailed. Kim replied asking me to contact her in March.  She is interested in more information but does not have the time to devote to it right now.


Description:
Tried to contact Terry but he was in a meeting.  When I asked for Terry's e-mail address the receptionist told me I needed to speak w/ Dave Hoffert, CFO but Dave is out of the office until Monday.  I will try Monday.


Description:
Met w/ Alan.  Mtg notes under notes section.  Asked for more info on bus banking as well as summary of different requirements & benefits for association & employee affiliation.  Current bus banking w/ Wachovia.  2.2% interest on checking.  4% on mm.  Payroll w/ Paychex.


Description:
Rec'd e-mail from Katie asking to reschedule our mtg.  I replied to reschedule.  She asked me to mail the information and she will contact me after reviewing it.


Description:
Spoke w/ Kelly German to find out when nurses week is this year.  It is always May 6-12.


Description:
HUNTERSVILLE - Left a voicemail for Steve Lambert regarding possible affiliation.


Description:
MOORESVILLE - Left a voicemail for John Stritch regarding possible affiliation with Allegacy.


Description:
HUNTERSVILLE - Left a voicemail for Jim Lang & John Hornberger regarding possible affiliation with Allegacy.


Description:
Left a voicemail for Rita Curly to follow up on scheduling an enrollment and Allegacy Services meeting.


Description:
Spoke w/ Mark who told me that would be handled on a local HR level and suggested I contact Deidra Lumpkins.  I tried to contact Deidra but she was out of the office.


Description:
Spoke w/ Tom.  Forgot to talk with the owners.  Is going to ask them at their mtg tomorrow.  I will check back later this week.


Description:
Spoke w/ Dave who told me they have not had very much success offering Coastal and suggested I contact HR, Terry Taylor to get more info.  They do not allow group meetings but will allow payroll stuffers.  Cathie Galkowski
contacted Belinda to see if her daughter can open an acct.


Description:
WINSTON-SALEM - Spoke with Vann Williford yesterday to follow up. He is interested in affiliation and asked that I call back this morning. I left him a voicemail today.


Description:
KANNAPOLIS - Emailed Clyde Higgs requesting information on partnering with incoming biotech companies to the new research park.


Description:
GREENSBORO - Spoke with Mary Allred and followed up on adding benefits. She said a final decision has not been made, but asked me to check again in February. Will mark calendar.


Description:
Met w/ Rob to discuss sponsorship opportunities.


Description:
E-m'd Rob association pwork.  E-m'd Belinda details of sponsorship opportunities.  Added details to notes section of SEG Mgr.  E-m'd Rob to let him know we decided to participate in the All Star Event and sponsor one team.


Description:
CHARLOTTE - Left a voicemail for Bridgette Thomas to discuss possible affiliation with Allegacy. I also sent her an email.


Description:
GREENSBORO - Left a voicemail for Kim Roberson to follow up on scheduling a sales meeting.


Description:
CHARLOTTE - Left a voicemail for Cindy Tilley to discuss possible affiliation with Allegacy.


Description:
E-m'd Julie ad for the next newsletter.  Julie replied w/ some changes. Forwarded her request to Molly.

Rec'd vm msg from Julie after her mtg w/ Ashley about hanging art at Hvl.  She thinks the link on website & brochures w/ artwork will satisfy her president's concerns.  She asked me to let her know what the website link will look like and if their members in W-S can have a similar arrangement for hanging their art as Hvl.  She also mentioned attending one of the TIPS mtgs to try to promote the league.


Description:
Tried to contact Jim.  Out of the office. Will try again later.  E-m'd Carey to see if she is available to go, if I get a meeting since they have 8 employees interested in mortgages.  Left vm msg w/ receptionist.


Description:
Nancy at Keith Hawthorne Mazda gave me Angie's name.  Suggested I wait until 2nd week of March to call.


Description:
called to handle payroll situation. Pam x 3929


Description:
Nancy w/ Keith Hawthorne Mazda gave me Connie's name & number.  Suggested I wait until 2nd week of March to contact.


Description:
Lead from Eric Johnson.  Spk w/ Eric's contact, Dan Vickery who transferred me to Laura Ann.  Told me, if I didn't get the answer I wanted from Laura Ann to call him back because he thinks a cu would be great for the employees.  Scheduled lunch mtg w/ Laura Ann.


Description:
Tried to contact Charles.  In a meeting. Called after meeting. Got vm.  Left msg.


Description:
Visit scheduled for March 24 from 5-7pm @ Davie Family branch. Monday nights are the busiest nights at their branch; the only staff meeting for the year is in August. I asked whether we can come back for their meeting as well; since the mtgs are annual, the agenda is usually packed full. Jennifer advised that fitting Allegacy in for mtg will be tricky/ a stretch.

Emailed Jennifer flyer announcing Allegacy visit to be posted next to employee time clock.


Description:
Called for Nancy to find out the name of her team mbr who was assigned to handle scheduling a visit for AFCU. Left her vm.


Description:
Emailed Kathy to thank her for scheduling for us to come out to their office on Monday morning.


Description:
Emailed Cindy to thank her for scheduling AFCU to come out last week Thursday. Inquired whether she had any questions for me about her possible m/ship @ Allegacy.


Description:
Presented on 2-29 with the following results:
Signed up 1 new mbr with DD into his savings. I suggested DD into a checking acct instead, esp. SmartRate Chkn; he has a couple of other CHKN accts & will need to talk it over with his wife before changing over.

3-5-08: Emailed Leo thanking her for scheduling onsite visit.


Description:
Called for Lynn to get contact info & schedules for their dept heads. In a mtg, so I left her a vm reminding her of the nature of my call.


Description:
Left vm msg.  Pammela returned my call.  Tried to schedule mtg but she asked me to e-m her info instead.  She is going to forward info to her director in Tampa.  HQ is in Clt but have locations in NC, SC, Ga, Fl, and Tn.  E-m'd info.


Description:
Tony called. As there are only 2 days this time for new employee orientation, he won't be able to schedule with us for this orientation.

3-5-08: I called Tony to apologize for missing his call. Want to know when is the next orientation. Left him vm indicating same.


Description:
Returned call to Whitney @ Central YMCA. Left vm msg for her about scheduling an onsite visit soon.


Description:
Spoke with Cynthia. Doesn’t know when the next training sessions or in-house days will be. They are switching to a new accreditor soon- from JACO to another. 

Call her back mid-summer about scheduling; the change in accreditors should call for training.


Description:
Visit scheduled for May 16th from 10am - noon.
They don't do P.Dedn or DD. Emailed Karen flyer announcing Allegacy visit. It is payday on the 16th; paid bi-weekly.


Description:
Emailed Cathy about scheduling onsite visit within the upcoming weeks. Mentioned the SmartRate checking.


Description:
Possible name change- the greeting msg. said Shell Industries, Welcome Operations. Left a vm msg for Pam in the HR voicemail inbox, ext. 8800, for her to call me back.


Description:
Debbie's in a mtg; left her vm to f/up on feedback she was s'posed to get from the president about scheduling an onsite visit from Allegacy.


Description:
Stopped in to meet Dan Calhoun; he is out this week.  Met Denise Tutein in Human Resources.  The Calhoun brothers (3) started the business about 10 years ago with 3 employees.  They now have 68.  I am following up w/Lori Timm as all employees are Hispanic.


Description:
Met Julie Newcomb last Thursday at a Chamber function and talked briefly about networking.  Chatted earlier today as she asked about affiliating w/Allegacy.  A couple of employees had expressed interest in joining a credit union.  We met today downtown to exchange information.  They have other financial institutions as clients and would like to talk to Allegacy.


Description:
Stopped in to see Kay; was not in.  Left info on  affiliation.  Would like to gauge interest before contacting their corporate office.


Description:
Cold call from an email from Deb McLean at CPCU stating there may be a committee looking to offer a credit union to their membership.  Barry Melancon and Cecil Nazareth were mentioned as possible contacts.S/W Barry Melancon's assistant.  Stated he was not involved in a search that she was aware of.  Asked about contact info for Cecil Nazareth; provided email address.


Description:
Re-sent email to Cecil Nazareth for follow up on possible search.  Also sent email to Barry Melancon as well.


Description:
Emailed Rudy to congratulate them on the accomplishment of securing rights to Notre Dame football for 10 years. (See The Business Journal,  Vol 10, #25 dated February 22-28, 2008)


Description:
Cathy called me this morning. Said that she will not be adding my email to her contacts list. Only Dr. Branch is a mbr now; the rest of the employees, including Cathy have closed their accts with us. I politely inquired why she (Cathy) and others had done so -- our locations are not convenient to their office. Mentioned to her that in addition to the ATM in the Fed. Bldg & RJR Bldg's center, Fifth St. location is another option.

They are/were definitely unhappy with locations.


Description:
Cold call.  S/W Lauren in the business office.  Dennis Cerny was not in.  Left info and will follow up.


Description:
Spoke w/Steve at Gallins while he was on-site here at AFCU.  Mentioned he plays basketball w/ John sometimes.  Took my card and said he would mention our conversation.


Description:
Matthew Gallins called & L/M yesterday around 6:00pm.  Has stayed away from any affiliation because of having several banks & C Us as clients.  OK to call if I wanted to discuss further.

Called & L/M to set up time to meet next week.


Description:
Dave's not @ his desk; left vm msg to f/up on date for their upcoming 401(k) signups.


Description:
Spoke with Connie. She is scheduling a date for insurance; would be best to schedule us during the same time. She will get back to me later on today once she her insurance guy calls her back today.


Description:
James (Koon) is on the line. LMTC with receptionist since he doesn't have vm. James (either Austin or Caputo has retired).


Description:
Know Kelly from when she was at Le Bleu.  Now at Costco and have talked with at Chamber functions recently.  Helped her on working w/AFCU.  Is helping me get in contact w/Manager at Costco for affiliation.


Description:
Sallie remarked that it was unusually slow for a payday; most payday Thursdays are really busy.

1 New w/2 PD - a former member reopened a Savings acct with PD.  
An elderly couple (the wife is a retiree of the Wilkes County School System) interested in SmartRate Checking- they play music/entertain the residents @ Elkin H/Care. Got back to her after 2 pm today about their eligibility for membership; I called & suggested joining through an association since they don't have any family members who are AFCU mbrs, neither work for SEGs & live in Elkin, not in Stokes county.

Pulse, Hispanic League & WS Delta Fine Arts were the options for them to chose from; she said that they will pass for now..


Description:
Emailed Sallie to thank her for scheduling us to come out to their location yesterday.


Description:
Emailed David, Garry, Russell & Charlie SmartRate Checking ad flyer.


Description:
RALEIGH:
As per her request, mailed 25 mbr packets to the attn of Delayne Dean, 150 Fayetteville Street, Suite 2100, Raleigh, NC  27601


Description:
Left vm msg for Pamela. Called back and asked receptionist how many employees they have.  She said 35-40.


Description:
Read in Bus Journal that they are expanding their south Clt campus.  New campus will house 400 employees.  The new bldg will be adjacent to existing bldg which houses 375 emp.

Left vm msg for Janet.


Description:
Spk w/ Chrystal w/ Cooperative payroll who is concerned because she hasn't rec'd all of Microban's HR info and can't charge for the module until she does.  I explained that Kim is very overwhelmed and doesn't have any help.  Chrystal suggested I call Kim and suggest she send the info any way she has it stapled to the worksheet instead of creating spreadsheets of the info to help save her time.  Tried to call Kim but she is out of the office this afternoon.  Will call Monday.


Description:
Scheduled enrollment during quarterly staff mtg 4/17 from 9am-10:30am.  Employees from Mooresville, Statesville, and Gordon Hospice will be attending.  Will e-mail me location and details closer to the date.


Description:
Spk w/ Ed.  Hoping to have emp mtg in March but haven't decided on a date yet.  Busy w/ construction of new conference room.  Will let me know as soon as they set the date.


Description:
Found co in Bus Journal.  Moving regional hq from High Point to Charlotte.  Googled.  Only have 13 emp.  Marked lost.


Description:
Called and spoke with Angela Edwards regarding possible affiliation with Allegacy. I am sending her our information packet today and will follow up with her the first of the year.


Description:
I received a link to Yellow Financial CU from Denna.


Description:
Called and spoke with Kimberly Stallworth regarding possible affiliation with Allegacy. She said she has been trying to get into our CU. I told her she would be eligible for membership in addition to all of her employees upon affiliation. I am sending her our information packet today and will follow up the first of January.


Description:
Called and left a voicemail for Terry Branscomb regarding possible affiliation with allegacy. She is out of town on vacation for the week.


Description:
I left a message for Barney regarding partnering with Allegacy Federal Credit union. He had asked me to follow up this month. He only adds benefits in May so we would start working on May 2005 now. This group will take several months to get approval because of the 4600 employees.


Description:
Called and left a message for Doug to follow up on the information packet sent. He was currently with a client, but his assistant said she'll have him call me back.


Description:
Called to reach Ms. Ferguson again. She was not in the office. Did not leave another voicemail at this time.


Description:
I e-mailed Melissa to find out if her HR Director is going to be attending the meeting this morning.  I want to make sure I bring enough Starbucks coffee.  I received a reply from Melissa letting me know she will be there.  I met w/ Melissa.  Barbara was not able to attend the meeting but she came in and introduced herself.  I presented Allegacy compared to Truliant who they currently offer their employees.  This company is located in the Presbyterian building and is very convenient to our financial center in the Metroview Bldg.  The main location has 100 -119 employees.  They also have a small branch w/ 13-15 employees in Huntersville.  The rest of the 215 employees are located in Matthews, and Gastonia.  Melissa was very interested in the medical mortgage program and Allegacy Wealth Management.  She asked me to send her more information.  Also she told me that if they decide to offer us in addition to Truliant they want to make sure it is ok for our payroll department to send the payroll forms to the employees and not the payroll department.  Melissa said this is one thing the company is adamant about.


Description:
Called and left a voicemail for Mark Urntz, HR and Benefits,  about possible affiliation with Allegacy.


Description:
I e-mailed Carl to see if he is interested in Wake tickets for next Wed.


Description:
I spoke w/ Pat.  She isn't interested in letting me come out to do a signup. She doesn't think any of her employees would be interested.  I told her about the $50 special and how convenient we are.  She asked me to bring her 18 packets and she will distribute them to the employees to see if there is any interest.


Description:
Called and spoke with Ken Baab about possible affiliation between Allegacy and the Independent Order of Odd Fellows. Ken is State Secretary. He said their international headquarters is here in Winston-Salem and they have about 600 Triad members. They will be putting a new lodge in Charlotte soon. He is interested in affiliation and business accounts. I am sending him our information packet today and will follow up with him within a few days.  We will meet late next week for a sales call.


Description:
David and I had lunch with Robbie Holler the president of the home owners associaiton. There are 237 units in this neighborhood. They have monthly dues of $94. March 1 of 2005 and 2006 each homeowner has an assessment to pay of $1400 totaling $2800. This is to repair the roofs, gutters, fences and pool. The complex is 30 years old. Robbie has agreed to let us do an article in the January newsletter about our equity program. Also we can do a mailing in late February. She is going to get with Baldwin reality and make sure they can supply us the names and addresses of the homeowners.


Description:
I e-mailed Linda to follow up and see if she had found out any more information about offering Allegacy to their membership.


Description:
Held enrollment from 9:00-11:00am. Saw approximately 10 employees. Signed up 3 new members, 1 checking, 1 overdraft, 3 P/D, 2 car loans, and 1 mortgage reference. Several employees were out of the office traveling today. Barbara said it would be ok for us to hold another enrollment in a few months to meet with the rest of the employees.


Description:
Candace was one of the speakers at our arts session of the Charlotte leadership school.  I spoke w/ her after the session about their group affiliating w/ us so that the members of Theatre Charlotte would be eligible.  I scheduled a meeting for next Thursday morning.


Description:
I dropped the member kits off w/ the receptionist.  Pat was out of the office when I went by.  I called and left a voice mail message for Pat letting her know I dropped off the kits. I also explained about the $50 checking promotion and offered to come out to do a signup if her employees are interested.


Description:
Sent Maurice a Christmas card and small gift for the holidays.


Description:
Mailed Sheila a Christmas card and small gift for the holidays.


Description:
Mailed Iris a Christmas card and small gift for the holidays.


Description:
Mailed Dean a Christmas card and small gift for the holidays.


Description:
Mailed Hugh a Christmas card and small gift for the holidays.


Description:
Sent Ken an email with affiliation letters and directions on how to affiliate. I also requested a meeting for this week. He has expressed high interest in the credit union.


Description:
Annual revenue is 41.4 billion. Of the fortune 500 ranked #31.Founder was Michael Dell. Current CEO is Kevin Rollins. They have 3 plants in US and one in Brazil, Ireland, Malaysia and China.
Ray Archer is VP of Americas manufacturing operations.The plant they are building in North Carolina will be $115 million. 250,000 square feet.


Description:
I spoke w/ Carl to see if he would like to attend the Wake vs. Elon game per Ike.  Unfortunately Carl told me that Wake is a four letter word around there and the only way he could go to a game is if Wake came to Davidson to lose.  He thanked us for the offer.


Description:
I called to follow up about enrollment. They closed this plant. No longer available for potential employees.


Description:
I e-mailed Melissa information about Allegacy Wealth Management.  I mailed her a brochure on the Medical Professional Mortgage Program.


Description:
I e-mailed Abby to confirm our lunch meeting tomorrow.


Description:
David F and Anya held enrollment from 9:00-10:00am. Saw 4 employees. Signed up 3 new members, 1 chk, 1 DD, 2 P/D, 1 HC, 1 teen access, and 1 VISA.


Description:
Called and spoke with Britt about setting up an enrollment for January. He said everyone's schedule is backed up for the next 4-5 weeks, but to call back in mid-January to schedule enrollment. He said he would love to come have us visit. Will mark calendar to call back.


Description:
Called and left a voicemail for James about holding an enrollment sometime in January 2005. They recently purchased a tortilla chip and salsa company based in Vermont. Their operations will move to Winston-Salem adding more employees to TW Garner.


Description:
Called and spoke with Ken to follow up on the information packet sent. He has received it and needs more time to review. As soon as he's ready, he will call me to set up a sales call meeting.


Description:
Received affiliation paperwork on 12/14/04.


Description:
I e-mailed Melissa to make sure she received the information I e-mailed yesterday.  I kept getting messages telling me the e-mail was on hold because it couldn't connect to the server.  Melissa replied that she did receive the information and is planning on talking w/ Barbara about it next week.  She told me she gave Barbara a summary after our meeting last week but didn't have a chance to discuss it.  Melissa said she is interested in Allegacy; she just needs to discuss it w/ Barbara to get her approval and she hopes to do so very soon.


Description:
I left Dutch a voice mail message following up on the paperwork.


Description:
I spoke w/ Steve.  He showed the letter to the CEO but he has to explain why he thinks Allegacy is a good idea before his CEO will sign.  He is planning on discussing the credit union at his meeting next week.  He asked me when I needed the paperwork in order to get them in for January's board meeting.  I told him I needed the paperwork the first week of January.


Description:
I spoke w/ Linda to follow up.  She gave me Kara Newport-Page, VP of development's contact info to follow up on the membership side and Ervin Gardine, HR Director to follow up on the company side.  Currently they offer a credit union but Linda said if we can make the membership piece work the employee piece will be easy since they don't have a relationship for the members w/ the other credit union.


Description:
Michele O'tuel has requested that we reschedule our lunch presentation in Raleigh to January 14 from 12:30-1:30. Boxed lunches will be provided to those in attendance.


Description:
Called and left a voicemail for Maggie Hughes in regards to possible affiliation with allegacy.


Description:
Called and spoke with Ann Campbell about possible affiliation with allegacy. She said the company formed their own credit union years ago and has since merged with Members CU. I mentioned companies can be affiliated with multiple credit unions to give employees a choice. I am sending her our information packet and will follow up with her the first of the year.


Description:
Called and left a voicemail for John in regards to possible affiliation with Allegacy.


Description:
Called and spoke with the benefits manager about possible affiliation with Allegacy. She said they are already affiliated with Members CU, which has a financial center beside their plant. She commented most employees are already with Members and she's not interested in an overlap. Will mark as lost.


Description:
Sent a gift basket to Rob Spaugh for Christmas.


Description:
Called and left another voicemail for Mark regarding affiliation.


Description:
Called and left another voicemail for Dawn Ferguson regarding affiliation. She was out of the office today on vacation.


Description:
Called and left a message for Louis with his assistant about possible affiliation with Allegacy.


Description:
Called and spoke with Pam Vick about possible affiliation with Allegacy. I am sending her our information packet today and will follow up with her the first of the year. I included a Christmas card, with note thanking her for consideration.


Description:
Still unable to reach Donna by phone. I am sending her a Christmas card with my contact info and information about CU benefits.


Description:
I met w/ Candace.  She is resigning in March of 2005 but she was very interested in implementing the credit union before she leaves.  She is going to present offering the credit union to the members of Theatre Charlotte as well as the employees and volunteers to their board of directors in January.  They will meet the 4th week of January.  Candace told me to follow up February 1st.


Description:
Called and left a voicemail for Jenny Wilson regarding possible affiliation with allegacy.


Description:
Called and left a voicemail for Betty in regards to possible affiliation with Allegacy.


Description:
I spoke w/ Linda.  She is going to get back to me after talking w/ Edward to see if I can come out and enroll the employees in January w/ the 401K rollout. She is planning on having 401 K meetings on Tuesday at 6:30 am and 9:00 am and then on Thursday at 6:30 pm to accommodate all the employees.  Her granddaughter, Sullivan Adair,  is due March 3rd.


Description:
I e-mailed Charlie to make sure she got all the information she needed about short term disability.


Description:
Charlie responded that she spoke w/ Dave Solomon but is still waiting for the information.  I e-mailed Dave to see if he has any more information for Charlie.  Dave replied that he is having trouble finding some one to write the policy but he is still working on it.  I e-mailed Charlie that Dave is still working on it.  I also let her know that as of October's report 45 of her employees have joined Allegacy.


Description:
Spoke with James about their purchase of the new Vermont company. He said it will be 6-8 months before operations will be moved to Winston-Salem. It could result in an additional 30 employees. I asked him if we could visit for an enrollment since it has been more than 2 years. He said that would be fine, and to call him back in January to schedule.


Description:
Winston-Salem office will be expanding to add 150 new jobs.


Description:
I spoke w/ Gail to schedule the enrollment.  She told me it was going to be too hard to get everyone together for an enrollment so she asked me to supply a list of our products and rates in English and Spanish that she can add the information to their paychecks.


Description:
I attended the orientation today.  We signed up 6 new members and 6 new checking accounts with 5 direct deposits and 2 payroll deductions.


Description:
I checked the website to see if they have moved yet but I couldn't find an address.  I called and talked w/ the receptionist to see if they have moved yet.  She told me they are moving in January.  She transferred me to Darlene but Darlene is out of the office today.  I sent her a Christmas card w/ a Starbucks gift card.


Description:
I left one last message for Chip to see if he is interested in offering Allegacy.


Description:
I called and left Rick a voicemail. I was trying to reschedule our meeting. I gave him available dates ofJanuary 20,21,27 to choose from.


Description:
I called Barney to offer him tickets to the bobcats game. His secretary said that he is off work until the end of the year but that I could leave him a voicemail and he will check it. She is going to follow up with him when he checks in. If he is interested she said she will call me and I can drop them in the mail to him. She recommended me not sending him a gift basket because he will not see it.

She called me back and said that his mother in law is very sick and that they are not doing anything right now but taking care of her.


Description:
I left a message to see if she would be interested in offering tickets to a Charlotte Bobcat game to some of the Doctors.


Description:
I left message for Gwyn to see if he would be interested in Bobcat tickets. He send us information on economic development with the biotech center.


Description:
I called and asked to speak to the person that makes benefit decisions. They transferred me to a automated benefit voice system. I finally got a person on the phone that said that I needed the corporate office. They gave me a phone number to call. When I called that number I was asked to put in my badge number. I did not have one so the system automatically disconnects you. I called back to the main number and explained this to the receptionist. She was frustrated and connected me to a voicemail for Cindy Vasquez. Her voicemail said she is gone until January 3rd. But that she does work in HR. I explained on her message why I was calling and that we are very excited about the opportunity to serve them. I will mark my calendar to try back the first of the year and ask for her directly.


Description:
I sent Kathlene a Christmas card w/ a gift card from Starbucks.


Description:
I mailed Linda a Christmas card w/ a Starbucks gift card.


Description:
I mailed Delores a Christmas card w/ a Starbucks gift card.


Description:
I mailed Vernon a Christmas card w/ a Starbucks gift card.


Description:
I mailed Sherri a Christmas card w/ a Starbucks gift card.


Description:
I mailed Paige a Christmas card w/ a Starbucks gift card.


Description:
I mailed Melissa a Christmas card w/ a Starbucks gift card.


Description:
I mailed Steve a Christmas card w/ a Starbucks gift card.


Description:
I mailed Jenny a Christmas card w/ a Starbucks gift card.


Description:
I emailed Henry and June about the possibility of doing lunch and learn sessions at Baptist for 2004. He said he thinks this is possible but needs to get with his benefits director. He siad if not he had some ideas for this. I emailed Harry to keep him in the loop.


Description:
I mailed Tanaya and Dawn Christmas cards w/ Starbucks gift cards.


Description:
I e-mailed Phil to see if he would like to affiliate so that his employees would be eligible.  I also told him that I forwarded their request for volunteers in the Winston Salem area to Belinda.


Description:
I received a call from Sheila asking me about payment for her Allegacy Visa that will be due at the end of the month but she will be out of town.  I believe we signeI told her to call the call center just to confirm.  I also explained about scheduled transfers on WebBanking.


Description:
I mailed the quick and easy guide to WebBanking and WebPay to Sheila.


Description:
I tried to contact Vicky Brock but no one answered and a machine didn't pick up.


Description:
I sent Jerry an e-mail to see if he is available to meet for coffee in January.


Description:
I Met with Monty today. She told me that she is not allowed to allow us to come out and do an enrollment according to her new boss. She is allowed to hand out our information. I gave her 150 Allegacy at work flyers and packets. I also gave her the payroll forms and account add forms. I told her she could fax things into the call center when her employees fill them out. She has one son that is 4 years old. Her and her husband built a new house in Statesville. She commutes. She said she is looking for something closer to home. They want to refinance the mortgage. They owe $300k on the first and the appraisal is 380. I referred her to mortgage. I called and asked Allison to call her about this. She has a 7% interest rate and is concerned about closing costs.


Description:
I spoke w/ someone who told me Susan is no longer w/ the company and they are not replacing her position.  She suggested I talk w/ Marcia Faller, who was Susan's boss.  Mimi x8535 is Marcia's assistant.  I left a voice mail message for Marcia.


Description:
I tried to contact Pam Tesh to see if we can schedule an enrollment but she is on vacation until Jan. 3rd.   When I spoke w/ Diann she mentioned a banking day in February so we may not be able to enroll the employees until February.


Description:
Kaplan's rep called me today to inquire about adding our credit union for their employees. She said that they currently use Member's credit union and are very unhappy. She wanted to know what steps would be necessary to disafilitate with them. She works 9-2


Description:
I called Lisa back and told her that we do not recommend that they disaffiliate with Members. I told her she could also offer Allegacy to the employees and let them choose where they would like to do business. I mailed her information packet today and information to fill out. She said that 40-50 of the employees are sales and are located throughout the United States.


Description:
I received a return call from Brenda Gebler who Marcia transferred my voice mail message to.  Brenda's direct line is 858-720-6238.


Description:
I spoke w/ Brenda.  She is not the person who would make that decision so she asked me to send her a packet of information that she will forward on to HR to see if they are interested in affiliating w/ a local credit union for Nurses RX.  I mailed Brenda a prospect packet.


Description:
I was told by Carol Nault that they are eligible for City employees credit union. She asked me not to pusue them anymore.


Description:
Emailed Robbie Holler a newsletter article on Allegacy, informing residents of their eligibilty, our Whiataker Square location, and special promotions being offered to them. This will run in their January HOA newsletter.

1/28/05 - Danielle Jaworski, their newsletter editor, stopped by and picked up a copy of the one-page flyer we are inserting into their February issue.


Description:
Maurice informed me their was an "overwhelming" response from his staff regarding interest in Allegacy benefits. I am scheduling with him to attend an all employee meeting in January to discuss the credit union.


Description:
Sent Robert a request to hold an auto-buying seminar and enrollment for his employees.


Description:
Sent a request to Clark to hold an auto-buying seminar and enrollment for late January or February.


Description:
Sent a request to barbara and Teresa about holding an auto-buying seminar and enrollment for employees in late January or February.

12/30/04 - Called and left a message for Barbara about holding an auto-buying seminar.

12/31/04 - Barbara sent me an email asking that I call her around mid-February to set up seminar for late Feb/early March.


Description:
Called and left Michelle a voicemail to set up an enrollment for February. Currently the school is closed for Christmas vacation and will re-open the first week in January.


Description:
Left a voicemail for Robin in regards to an enrollment for February.


Description:
Left a message with Barrett Burge's assistant requesting to hold an enrollment for employees in February. Barrett is out of the office until next Monday and will be returning messages then.


Description:
Sent a request to Alyssa White about holding an enrollment in February.


Description:
Called and left another voicemail for Jenny regarding possible affiliation.


Description:
Left a voicemail for Doug to set up an enrollment for February.

1/6/04 - Called and spoke with Doug about setting up an enrollment. He said the beginning of the year is very busy for them, however, asked that I call back in March to schedule a time.


Description:
Left another voicemail for Rose about setting up an enrollment for February.

1/24/05 - Left another voicemail for Rose to set up an enrollment.


Description:
Called and spoke with Chuck about holding an enrollment. He said it is hard to get his staff together because they are usually in the field. However, he requested that I send 15 packets for him to distribute to employees. I am mailing this to him today.


Description:
Left a voicemail for Tim Cooper about holding an enrollment for February.


Description:
I attended a lunch meeting w/ Abby and Russ.


Description:
I spoke w/ Russ to let him know that I checked w/ Cheryl to see if we can get autograph badges ahead of time so we wouldn't have to drive up so early but unfortunately Cheryl isn't able to get any passes.


Description:
I spoke w/ someone who answered the phone and told me the benefits would be handled from their home office in Rochester.  She asked what this was in reference to and when I told her I was with a local credit union that wanted to offer her employees credit union services she said they would not be interested.  I asked her how many employees were at the location and she responded that she did not know and reiterated that they are not interested.


Description:
I tried to contact this Huntersville company but I got their voicemail.  I didn't leave a message.  I'm going to try back later today.


Description:
I left a voice mail message for Kerry.  This Huntersville company is located in the business park across from our location and has about 23 employees.


Description:
I e-mailed Sheila to see if she will help me get onsite at the plant.  I offered to take her and the plant HR to lunch.  I also asked her to let me know when she would like me to come back out to the office to sign up anyone who didn't get the chance to join the last time I was onsite.


Description:
I spoke w/ Steve.  The CEO wants to bring it before the executive board which meets the middle of this month.  Steve thought it would be easier than this but suggested I check back the 24th of January.


Description:
I e-mailed Patricia to see if I can schedule another visit. Patricia replied that they only have 2 new employees and one already signed up.  She said the rest are not interested.  I thanked her for the update and for promoting Allegacy and asked her to let me know when she thinks another enrollment will be beneficial.


Description:
I left a voice mail message for Missy to see if there is anything we can do to increase interest in the credit union.


Description:
I spoke w/ Ashley who is now taking care of Charlotte.  John and Rani are no longer located in Charlotte; Ashley is located in Greenville, SC.  She gave me the name & address of someone who will handle the payroll for us.  I asked her if I could come out on site to increase penetration and she told me they do not allow any type of sollicitation.  I asked her if there was anything we could do to let the employees know they are eligible.  She told me to send her a packet and she will see if she can get it approved.  I mailed a packet.


Description:
Rick emailed me with potential date for sales pitch meeting. Cathy and I responded that the January 19th date works for us at 11:00 am. I am waiting on him to confirm with HR. He emailed confirmation.

He later emailed that this date will not work. We gave him a choice of potential dates for February. Waiting to hear back from him.


Description:
Held enrollment with presentation. Signed up 6 new members, 5 chk, 5 DD, 2 P/D, 3 overdrafts, and 2 AIG referrals.


Description:
Received a phone call from Susan Baron requesting 30 packets to her. She said that the new greensboro location is not that close to them. They are closer to downtown.


Description:
Called and spoke with Chris about holding an enrollment. He said they are in the process of hiring new employees and will be finished around March. He asked that we call back then to schedule.


Description:
Spoke with James about holding an enrollment for February. He said that would work for him, but asked I call back next week to figure out which day. Will mark calendar.

1/12/05 - Spoke with James again about holding an enrollment. He said he wants to put this off for a few months because of heavy work loads. He commented the credit union isn't a priority at this time. He asked that I call back in summer.


Description:
I left a voice mail message for Charlie.  I am going to see if she can help me get into GE Polymerland.  I'm also going to see if she would like me to come out again and do another signup.  Charlie returned my call and gave me an old contact, Kim Huffman's info that used to be in their group.  We also talked about the large groups in the business park.  She told me when she went door to door to create their HR group she found that a lot of the companies were small satelites.  The large ones are Joe Gibbs, Daetwyler, Rheon, Belt Service Corp, Americredit, American Tire Distributors, Microban, Nurses RX, and Keller Technologies.  As for coming back out Charlie suggested I come out every 6 months.  I told her that I will call her in March to set up something for April but if she needed me sooner to let me know.


Description:
We will hold an enrollment for MERCEDES!!!! On Feb.8 from 10-1:30


Description:
Called and left a voicemail for Stan to follow up on the information packet sent.


Description:
Called and left a voicemail for Chris in regards to holding an enrollment.


Description:
Left a voicemail for Jean to set up an enrollment for February.


Description:
Left a voicemail for Judy to set up an enrollment for February.


Description:
Left a voicemail for Sam to set up an enrollment for February.


Description:
I spoke w/ Melissa today.  She has been on vacation all week so she hasn't had a chance to talk w/ Barbara.  She left a message before she went on vacation for someone in Mortgage but hasn't heard back yet.  I e-mailed Pat since she helped me the last time and asked if she would contact Melissa to answer any questions she has about our medical mortgage product.  Melissa would like someone to call her next Monday since she is swamped w/ payroll stuff this week.  She feels the medical mortgage will be instrumental to convince their CEO that they need another credit union.  They currently offer Truliant but we are more convenient.  They have one location in Presbyterian Hospital downtown and another in the new Hospital across from our Huntersville location.


Description:
I tried to contact this Huntersville company.  The benefits person is in Hickory and the person who answered told me I would have to ask Monica how many employees are located there.  I tried to contact Monica but she was out of the office.  I didn't leave a voice mail.  I sent an e-mail instead.


Description:
This company is located in the Huntersville business park across from our location.  I spoke w/ someone who told me they are a credit union servicing center.  They are owned by Fiserv and Fiserv has their own credit union so they are not interested in joining us.


Description:
I spoke w/ someone who told me this Huntersville company only has 7 employees.  I told her about us and our location so that if anyone was interested they could go to the branch and join through one of our associations.  I tried to call back to see if she wanted me to send her information to pass along but no one answered.


Description:
Called to reach Liz West to set up an enrollment, and was informed she has retired. Donna Harrington is the new contact and said First Charter Bank has bought the company and all benefits for SouthEastern Employees were dropped. New benefits for employees now come through the bank. Donna said they are no longer affiliated with Allegacy.


Description:
Called and spoke with April Micham, who is our new contact. Sherri Hart is no longer employed at Spevco. Set up an enrollment for Wednesday, January 26th from 3:45-5:30.


Description:
Left a voicemail for Angela to follow up on the information packet sent.


Description:
I spoke w/ Paige who told me that her boss is a challenge but she would like to offer a credit union and she will mention us again at their next meeting to see if he will meet w/ me and Belinda.  She also told me she hasn't heard from anyone at Truliant in a while and thanked me for the Starbucks card. Per her request I'm going to follow up w/ her at the end of next week to see what her boss says.


Description:
Called and spoke with Robin about holding an enrollment for February. He said since most of his employees are in the field, he wants to talk with them to see when would be a good day to get together for this meeting. He will call/email me next week on a date and time.


Description:
I spoke w/ someone who told me the benefits are taken care of out of Illinois.  They only have 6 employees so I told him about our new location and let him know that if anyone was interested that we could bring them in through one of our sponsor associations.


Description:
Talk to Keef about an enrollment.He sad that Amy and David S. was hold en enrollment on Summa.We need call back on Sprin 2005.


Description:
Left a voicemail for Kimberly to follow up on the information packet sent.


Description:
Left a voicemail for Rob to follow up on the information packet and gift basket sent.

1/7/04 - Received a message from Rob that he would like to affiliate his association with Allegacy. He said David Freedman is the current president of the FCBA, but Rob Spaugh will be taking over in July. He thanked us for the Christmas cards. I called him back and left a message thanking him for interest in our CU and requested that we set up a meeting to go over the affiliation process.


Description:
Returned Janet's call about opening business accounts and possible affiliation for her employees. I am sending her our sales and business packets today and will follow up.


Description:
I received a call from Missy.  I asked her if there was anything I can do to increase interest in the credit union.  She told me she opened an account for her daughter a couple weeks ago and will remind everyone we are open.  I told her about the $50 checking promotion we are running until February and she asked me to send her a poster to put on the bullitin board advertising the special.  She also gave me their new address.  They have moved to 200 South Old Statesville Ave., Huntersville, NC 28078.  I spoke w/ Keri and she is mailing me one of the small posters they sent to all the SEG reps so I can mail one to Missy.


Description:
I received a response from Monica letting me know they are not interested.


Description:
I talked w/ Melody today about how we can promote Allegacy since we can't come on site.  I talked w/ Gail.  She told me she would include as many sheets as we wanted w/ their paychecks as long as we stapled them.  I asked if we could be on site when the employees come to pick up their paychecks but she told me the supervisors take the checks to the job site.  They get paid every Thursday.  We also talked about including a highlighted application for each of the 23 supervisors showing which areas of the application need to be completed.  She also asked for double amounts of the $50 checking promotion so she can include them in next months paychecks as a reminder to try to encourage them to start direct deposit.


Description:
Left a voicemail for Nicki to set up an enrollment for February.

1/7/04 - Received a call from Nicki about setting up an enrollment. I called her back and she is going to email me dates for February or early March.


Description:
Left a voicemail for Mike to set up an enrollment for February.

1/11/04 - Received a message from Mike saying he would like to have us visit. He referred me to Allison Tuck to set the enrollment up. I left her a voicemail requesting a time in February.


Description:
I took Shara Lee to lunch. She said that there are 300 employees in their building. They are now owned by Moses Cone and High Point Regional Hospital. Very interersted in the medical mortgage program. They are having difficulty communicating with employees other than the initial orientation. ADP payroll. We can do paystub message. She agreed to send email to all staff letting them know of new location when open. She asked me to send membership kits and a listing o f the service center locations. She is going to work on getting me a list of the site directors. We are listed in their HR booklet she is going to send me a copy. They recently purchased a new lab in Tennessee with 400 employees.


Description:
I received a call from Linda wanting to reschedule our enrollments. I told her I didn't have anything down because I was waiting to see if we could come out when they were doing the 401 enrollment.  She apologized for forgetting to call me.  Luckily they are rescheduling for some time in February and she is going to get back w/ me after she finds out which days.


Description:
I called and left Larry a message about two tickets to a Wake Forest Basketball game. I told him this is in appreciation of all the work he has done for Allegacy.


Description:
Left a voicemail for Lashanda about holding an enrollment in February.


Description:
Called and spoke to Deborah about setting up an enrollment for her employees. She said early March would be a good time, and asked that I call back in late February to get it scheduled. Will mark calendar.


Description:
Called and spoke with Lynn to follow up on any decisions made. She said she would like to offer our services, however, is not sure if the new company that bought them will allow it. She is going to check with their corporate and asked that I Call back in early February to check on the status.


Description:
I spoke w/ Tom Leitzel and asked if we could come out and do a brief presentation at a staff meeting.  The problem is that they hardly ever have staff meeting with all of the staff.  He usually sends e-mails informing them.  He may have a meeting the 1st week of March but he can't promise.  He told me I was welcome to e-mail him at the end of February to see if he is having a meeting.  His suggestion was that I send him a flyer & little gift to put in all of the mailboxes and then let them contact me if they would like to join. He only wants me to come on site if I get calls from the staff requesting I come out.  I will follow up in February to see if he is going to have a staff meeting I can attend.


Description:
I tried to contact this law firm but the person I need to speak w/ will be out of town for the next 2 weeks.


Description:
I left Sherri a voice mail message to see if we can reschedule the lunch & learn.


Description:
Setup seminars and vendor fair for all there hospitals. Monday, Tuesday and Wednesday. Seminars include Women and Investing, Autobuying and equity. Tori Whalen is contact person. We are providing drinks and snacks.


Description:
Enrollment scheduled for March 9th from 9:00-11:00am. Nicki asked that we bring Krispy Kreme for her staff.


Description:
I spoke w/ Kevin about our new form of payroll.  I told him this was a way he could send direct deposit for his employees without being charged and at the same time his employees would be eligible for the $50 checking promotion.  He was interested but asked if I could send him something in writing. I left a voice mail message for Angie to see if she had anything I could send him.


Description:
I spoke w/ Jenny.  She apologized that she couldn't get the administration to sign the letter but suggested that I contact the campus associations to see if I can get them to join before the vendor fair.  Jenny told me where to go on the website to find the associations.


Description:
I spoke w/ Pam.  She is thinking of having us come out in February but she needs to check w/ Carl to find out if they want us to come out and enroll people before the banking day or on the banking day.  She told me she will call me back after she checks w/ Carl.  I also tried to contact Libby Wesley about bringing in the students but I got her voice mail.  I left another message.  Libby returned my call and told me I needed to speak w/ Tom Shandley in the Dean of Students Department at 704-894-2225.  I left a voice mail message for Tom.


Description:
I left a voice mail message for someone in Student Activities.  I called Donna to give her an update and see if she has any connections to help me find the person I need to talk with about bringing in the students.


Description:
I spoke w/ Debbie who checked w/ her boss and they are not interested because they currently offer Charlotte Metro and do not have very much participation.  I told her we are a larger credit union so we have more to offer.  I also mentioned the $50 special we are running that would entice more participation, and gave her our website to pass on to her boss.  I also told her we have a strong relationship w/ Novant.  They just signed a contract w/ Novant to develop a mobile cardiac catheterization laboratory.


Description:
I contacted this law office but June was out of the office.  She will be back in tomorrow morning.  The receptionist did not know her e-mail address.


Description:
I mailed Missy a poster & listing of some of our products and services for her to post on their bullitin board.


Description:
I received a call from Pam Tesh who told me the Davidson Banking Day is February 16th from 10:30 am - 1:30 pm.


Description:
I left a message for Pat in mortgage and for Melissa w/ Mid Carolina Cardiology to find out how the phone meeting went and to make sure Melissa got all of her questions answered yesterday.


Description:
David Foster, Connie Shoaf, and David St. Hilaire held enrollment at Valdese Hospital. 1 auto-buying seminar was conducted. Signed up 9 new members, 6 Chk, 6 DD, 5 P/D, 1 HC, and 5 Overdrafts.


Description:
I mailed Tom some information & chapstick to put in the employees' mailboxes.  I e-mailed Tom to let him know they are on the way.


Description:
I was asked by Cathy to reseach this company as a potential Sponsor Company. Ike has a contact, Chuck Nesbit that is willing to assist us in getting a meeting with the company. They are interested in a credit union that can serve the employees nationally.


Description:
I called Chuck at 239-274-4239. I spoke with his assistant who told me that he would be out of the office until next week. He told me to leave a message on his voicemail and he would call me back.


Description:
Chuck called me back. We discussed the benefits of offering Allegacy to his employees. He is going to meet with HR staff and provide them with the information I sent him on Allegacy to see if he can schedule a meeting. We are looking at four dates February 3,4 and 10.11 He is going to call me back after he confirms.


Description:
Set up presentation and enrollment on February 4th from 12:00-2:00.


Description:
Emailed Maurice about attending his staff meeting to conduct a sales presentation. I am scheduled for Friday, January 14th from 8:00-9:30am.


Description:
Called and spoke with Mary Anne to follow up. She is interested in possible affiliation for her employees and I have scheduled a sales call for January 20th at 3:00pm.


Description:
I left a voice mail message for Kara to talk about the membership affiliating.


Description:
I tried to contact this company but I haven't been able to find the number.  I tried google, yellow pages, and 411.  I'm going to try to find some more information later.


Description:
Sheila went to the plant yesterday and ran into Kathy Reardon. Sheila said she would like to meet with me.  Sheila told her how wonderful Allegacy is!!. Kathy asked that I call her at the end of the month.  She is swamped because the other HR person is out on medical leave.  I replied to Sheila's e-mail and thanked her.


Description:
I received an e-mail from Gail w/ the numbers.
Approximately 79 English speaking and 31 spanish speaking.


Description:
I tried to contact this Lake Norman association but Edward is out of the office until the 17th.  I will try back then.


Description:
I spoke w/ Dutch. She told me she thought she e-mailed me the paperwork.  I told her I needed a hard copy of the letter because it has to be signed.  She said she knows she completed the factors to consider but she doesn't remember if she completed the letter.  I offered to pick it up.  I e-mailed her the letter again and the Huntersville FC address for her to mail it if it is more convenient.


Description:
I contacted this medical company in Monroe but they are not interested in affiliating.  Rick is currently w/ Corporate America so he understands the value of credit unions but the company will not endorse a particular financial institution.


Description:
Angie is working on putting something in writing.  In the meantime I sent Angie an e-mail I wrote to Kevin for her to review to make sure I am describing the e-mail payroll option correctly.  Angie gave me the ok so I sent the e-mail to Kevin.


Description:
I left another voice mail message for Vicky.


Description:
Called and spoke with Iris about adding our benefits. She would still like to pursue this, however, wants to finish the restructuring of their company first. They expected to be done by now, but think it will be late January before finished. She asked that I call back then to complete affiliation process.


Description:
This company is in Illinois and they have not opened their production plant in Huntersville yet.  I left a voice mail message for Linda at corporate.


Description:
Left a voicemail for Deborah to follow up.


Description:
Called and spoke with Ken to follow up again. He said he took our materials to one of their association's meetings and members voted in favor of affiliation. I answered questions for Ken and he said he is going to mail the paperwork in this month.


Description:
I sent Russ & Abby thank you cards.  I spoke w/ Abby about her racing contacts.  She suggested I wait until May because of tax season.  She is going to see what companies she talks to in the next few months to see if they would be a good fit for us.  She is going to talk to Ray Abernham to see if he is interested in meeting with me.  Abby told me she is going to feel him out for us and then take me to meet him if he is interested.


Description:
Called and spoke with Gordon about letting us run an article in their neighborhood newsletter. I emailed him an example of an article, which he will go over and take to the next meeting to see if there are any objections to Allegacy advertising to the residents.


Description:
Left a voicemail for Gay requesting to schedule an enrollment.

1/21/05 - Tried to reach Gay again about scheduling an enrollment.


Description:
I met Elizabeth at my leadership school.  I asked her to help me set up a meeting with the person in charge of benefits.  I sent Elizabeth an e-mail asking for a meeting.  Elizabeth e-mailed me to let me know she has someone in mind and she will work on setting something up for me.  She told me it may take a week or two because he is participating in an internal leadership development program which is consuming all of his time right now.


Description:
I received a call from Ashley letting me know that I can send them materials for new hires but they won't let me come on site and they won't let us put a link on their intranet.  She told me to mail the kits to Rebecca Haines.  Rebecca's number is 704-227-7700.


Description:
Left another voicemail for Terry regarding possible affiliation.


Description:
Called and spoke with Ann to follow up on the information packet. She said she reviewed the materials and took them to management, however, they were not interested in pursuing it any further. I reminded her that companies can be with more than one credit union, but they are happy with just Members CU. Will mark as lost.


Description:
Called and spoke with John about possible affiliation. He said he is not interested because they have their own credit union and are also affiliated with Members CU. Will mark as lost.


Description:
Emailed David requesting his final decision regarding affiliation. He said email is somethimes the best way to get in touch with him. I attached the paperwork required for his firm to affiliate.

They have decided not to affiliate at this time.


Description:
Called and spoke with Chris about holding an enrollment. He said they are making some changes to their benefits and right now would not be a good time. He asked that I follow up in March to schedule.


Description:
Left a voicemail for Denise about holding an enrollment for February/March.


Description:
Called and spoke with Richard about holding an enrollment for February/March. He is going to check his calendar and call me back with a time.


Description:
Called and left a voicemail for Jonelle about holding an enrollment in February/March.

1/26/05 - Left another voicemail for Jonelle requesting to hold an enrollment.


Description:
We will hold en enrollment on 24 of Jan.


Description:
Anya,David S.,lloyd held enrollment at Grace hospital.:3 new membwes,2ck. Acct,2 direct dep,1auto loan,3 payroll ded,1HC,2 Ovedrafts,1 Auto-buying seminar,1Home Eq. Seminar


Description:
Left a message for Britt following up to schedule an enrollment.


Description:
Called and spoke with Kathy to see if any final decisions had been made. She said several employees had interest, but the owner was opposed to credit unions at this time. She said I could call back in June to check if anything changed. I offered to meet with her an others, but she said no for now. Will mark as lost.


Description:
Tolk to David from Ikon Winston-Salem office.He will call back about day and time for enrollment.


Description:
Called and spoke with Stan to follow up. He said they are in the process of changing their benefits and would possibly consider adding a credit union, but it would be June before they do anything. He asked that I call back then to offer our services. Will mark calendar.


Description:
I left a voice mail for Paige following up to see if she has had a chance to talk w/ her boss about meeting w/ us for a few minutes to talk about the credit union.


Description:
I left a voice mail message for Rebecca.  I want to find out how many packets she would like me to send her and I want to make sure she knows I talked w/ Ashley who told me to send them to Rebecca.


Description:
I called Linda to see if they have dates for the enrollment.  The plant manager had a death in the family so Linda hasn't had a chance to get with him to reschedule.  She promised to call me as soon as she talks with him. I gave her the dates in February that I already have scheduled.


Description:
I called to followup with Lisa. She has reviewed and she has to set up a time with her manager. She asked me to follow up with her in a couple of weeks. She really liked our product offerings.


Description:
I received a voicemail message from Mark stating that they have an assembly plant in WS and would like for us to do a direct deposit campaign at their company. I called back to check. There is not a website and very limited information about the company online.


Description:
Gave presentation on Allegacy's products and services to staff and management. At the end of the meeting, staff overwhelmingly voted in favor of affiliation. Maurice is completing the paperwork today.


Description:
I e-mailed Larry to see if the attorneys have made a decision yet.  Larry responded that he hasn't heard anything.  I asked him to check w/ them and also told him about the $50 special that is going on.  He asked me to mail him the direct deposit form and requested that we add his wife to his Allegacy visa card.  I talked w/ Andrea at the Huntersville FC and she is mailing the paperwork necessary to add his wife.  I e-mailed him to let him know both are on their way.


Description:
Held enrollment at main office and billing office. Signed up 3 new members, 3 chk, 3 DD, 1 P/D, 2 Overdrafts, and 1 PFP.


Description:
I spoke w/ Jerry at Meadwestvaco.  He is going to talk w/ his wife, Patrice who works for Charlotte Orthopedic to see if she might be able to help me get a meeting.  Charlotte Orthopedic is across from the Metroview Bldg so we would be very convenient.  Unfortunately I haven't had any luck getting in touch w/ anyone there.  Jerry told me to check back in a couple weeks and he'll let me know what he finds out.


Description:
I spoke w/ Jerry.  He has promised that he is going to join.  He told me his wife has a credit union in Pineville that he doesn't like.  As for the other employees he thinks our best bet is word of mouth because he thinks a lot of the employees aren't joining because of our locations.  He is going to talk w/ his wife, Patrice who works for Charlotte Orthopedic to see if she might be able to help me get a meeting.  Charlotte Orthopedic is across from the Metroview Bldg so we would be very convenient.  Unfortunately I haven't had any luck getting in touch w/ anyone there.  Jerry told me to check back in a couple weeks and he'll let me know what he finds out.


Description:
Set up enrollment for Thursday, March 3rd from 8:00-10:00am.


Description:
I spoke w/ Larry. I introduced myself as the new Charlotte representative and set up a meeting at Starbucks Thurs. 1/20 at 10:45am to talk about what we would like to do.  Larry told me we have 2 options because they are a service industry and most of them are in the field. He suggested participating in their quarterly meeting or coming on site for a couple hours and talking to people by appointment.


Description:
Updated company name in SEG Mgr. I left another voice mail message for Judy.  I asked her to meet me for coffee.


Description:
I left another voice mail message for Janet.


Description:
I left a voice mail message on the company answering machine.


Description:
I left a voice mail for Kathleen following up on the comparison I e-mailed her of us and Summit.


Description:
I tried to contact Linda but I got her voice mail.  I didn't leave a message.  I sent her an e-mail asking for a coffee or lunch meeting.


Description:
I tried to contact Joyce but she is out of the office.  She doesn't have an e-mail address.


Description:
I e-mailed Dutch to see if I can come by after the Northwest luncheon to pick up the paperwork.  She is going to be speaking at the luncheon but I have a conflict so I won't be able to attend.


Description:
I attended the employee orientation today. Since it was a holiday Charlotte Metro did not attend.  The instructor thanked me for being able to count on us to be at the orientations. I brought in 13 new members.


Description:
Spoke with Gail regarding affiliation paperwork. She is filling them out and sending in this week. Sent Maurice a thank you card for deciding to affiliate.

1/19/05 - Received affiliation paperwork.


Description:
Sent Ken a thank you card for his decision to affiliate.


Description:
Rob informed me his office never received the gift basket sent to him at Christmas. Another basket has been ordered for him to receive. He is still interested in affiliation. He said it may take a month or two, but he will have the paperwork in by April when he steps up as president.


Description:
I received an e-mail from Pat Towe letting me know she has left 2 voice mail messges for Melissa but hasn't gotten a call back.  I left a voice mail message for Melissa.


Description:
I have mailed Marc information on affiliation. He also asked that I email the information. He emailed me back that he has sent this information to his HR director and that we also wants us to approve the 70 temporary workers that they have. I asked him for more information.


Description:
Eileen called wanting to reserve the community room fro 225 people of Prudential. They merged with this company. I left a message for her that I need to discuss this with her.


Description:
approved by board of directors. The company average salary is $65k. They had $224k last year in sales. They expect 10-12% growth. Payroll is semi monthly 1st and the 15th. Not ach. Linda Fabiniak is payroll contact.


Description:
I met w/ Mike and Amy Nason today.  They were very interested in affiliating but have to run it by their attorney.  I met Mike at the Northwest Chamber luncheon.  They had a question about custom credit cards for their homeowners w/ a rebate that went to a charity or to the homeowners association.  I e-mailed Rick Jennings their request.  This community has 370 homes in their association but will have 900 - 1000 total homes upon completion.  The price of these homes are from the $250's- $700's & townhomes from $200's - $250's.  Amy suggested I check back w/ Mike next Wednesday.


Description:
I emailed Barney to check in and see if I could meet with him about adding Allegacy as a benefit. I asked about his family.

He said now would be a good time to talk, to email him potential dates and times. I responded with 5 available time slots.


Description:
Meeting set up to discuss February 1 at 9:30 with Barny. 4600 employees!


Description:
I called and spoke w/ Larry to confirm our meeting at Starbucks. The meeting is still on.


Description:
I dropped off the sheets to be copied at Kinkos.  I spoke w/ Gail and she asked me to bring them by next Tuesday morning or Wednesday so she can meet w/ me to go over them.


Description:
Enrollment in Raleigh:1 new member,1holiday club,1payroll ded.( A.P.,B.W, K.M)


Description:
David S. and Anya went to Kernersv. VP build.:4 Ch. Acct, 2 loans, 2 AIG
4 new members, 4 direct deposits, 5 payroll ded, 3 ovedr, 1 holiday, 1Vacation Cl.


Description:
I left a voice mail message to see if the paperwork is ready and if she would like me to come by Harris Grill after the Northwest Luncheon to pick it up.


Description:
Ike, Cathy, Vernon, and I met with Kyle Wendt and gave presentation. Lowe's does not currently see credit unions as an employee benefit. Kyle commented that we could follow up in a few weeks.


Description:
Spoke with Kim about setting up an enrollment.We will be at Westbrook plaza on 01-27-2004 at 2 pm.


Description:
Left another  voicemail for Angela to follow up.

1/26/05 - Tried to reach Angela again.


Description:
Followed up with Jimmy about offering our benefits. He said there was not enough interest at this time. Those who were interested already had accounts with us. Will mark as lost.


Description:
Attended sales call with Mary Anne and discussed products and services. They are already with Members CU, but she likes Allegacy's convenience to her plant. She has decided to affiliate and is filling out the paperwork. She requested that we come out in mid-April to give staff presentations and hold enrollment. I sent her a Thank You card.


Description:
I e-mailed the bullet points from marketing.


Description:
Called Robin and set up enrollment for Wednesday, February 23 from 10:00-12:00.


Description:
Called and spoke with Janni about setting up an enrollment for February. She is going to check with her administrator before deciding on a date. She said she would like to have us visit. Will follow up next week.


Description:
Left a voicemail for Cathy to set up an enrollment for February/March.


Description:
Left a voicemail for Vivian to set up an enrollment.


Description:
Set up an enrollment for Tuesday, February 15 from 11:00-12:00. DATE MOVED.


Description:
Set up enrollment for Friday, February 18 from 7:45-10:00.


Description:
Left Cindy a voicemail to set up an enrollment.


Description:
Call to Cathy about enrollment.She will call back about day and time.


Description:
I received a call back from Rebecca.  She agreed to hand out any member kits I drop off.


Description:
Called and spoke with Terry about holding an enrollment. She asked that I send payroll stuffers first, then to call her back in a month to set up visit.


Description:
Left a message for Neil informing him that his group was approved and requested a date in February for an enrollment.

Neil returned my call and we discussed setting up an enrollment. He wants to check his schedule and asked that I call back in about 2 weeks.


Description:
Left a voicemail for Simon about setting up an enrollment for February/March.


Description:
I spoke w/ Linda.  She is going to give me a call back next week w/ a date.  Larry has been out of town for over a week and she didn't want to bombard him his first day back.


Description:
Scheduled enrollment for Thursday, February 10 from 3:30-5:30.


Description:
Left a message for Lisa about  enrollment.


Description:
Talk to Eileen about enrollment. She will call back about day and time.


Description:
Called and spoke with Janet to follow up on the information packets sent. She said she is looking at several credit unions in town, and is still consdiering Allegacy. She had several questions regarding payroll and taxes. I will keep in close contact with her.


Description:
Called and spoke with Jean who transferred me to Kim Swaim, who is in charge of benefits. I spoke with Kim about setting up an enrollment. She said most of her employees are already members, but since it has been so long since we were last out there, she would like for us to visit. She is going to ask her staff which day they would prefer Allegacy to visit, and will contact me later this week to set the date.


Description:
Called and spoke with Derwood about giving a sales presentation to the Optimist Club during their monthly dinner/meeting held at the California Fresh Buffet. I am tenatively schedule to speak to their members on Monday, March 7th at 6:15. Dave Rickard, sec-treasure, will be calling to confirm.


Description:
I spoke w/ Debbie.  She is going to invite Marti to meet w/ us.  She has 15 - 20 minutes to meet w/ us so she suggested we present the things we offer that Truliant doesn't.  She is not interested in switching and adding another credit union is not a priority.  She told me we have a .5% - 1% chance of convincing her to offer us.  They have 2600 employees nationally and 270 in Charlotte.  I spoke w/ Belinda and my father and they both told me if the chances are that slim to not pursue it.  I called  Debbie and left a voice mail message thanking her for being willing to meet w/ me but I talked to my boss and my dad and they both agree that I shouldn't waste her time since the chances are that slim.


Description:
Pam Reynolds from Lyndhurst called me back on Rose's behalf about an enrollment. She did not have any interest in us visiting at this time. She will contact us about future enrollments.


Description:
Left another voicemail for Dawn regarding possible affiliation.


Description:
I spoke w/ David but he is not interested in joining because he does not want to seem like he is endorsing a particular financial institution and he can't see any other way of promoting us.  He also said he would be more willing to think about possibly affiliating if we had a location closer.  I explained about our members across the US and online services and loans but he still wasn't interested.


Description:
Called and spoke with Darryl about setting up an enrollment. He said he would like for us to visit around late March or April. He asked that I call back more towards that time to get scheduled. Will mark calendar.


Description:
I spoke w/ Kimberly.  She was very happy that I called because she accidentally deleted my number.  She would like to affiliate.  We completed the paperwork over the phone.  I e-mailed her the request letter and factors to consider.


Description:
Called and spoke with Kimberly to follow up. She was too busy to talk at the time, but asked that I call back in February to discuss. Will mark calendar.


Description:
Mailed Cindy Webb 10 new membership kits and pens at her request.


Description:
I received a voice mail message from Carl with questions about the emergency loan program.  He wants us to present the request to the board. Diann asked me to have someone from AIG contact her.


Description:
Call to Seg rep. About enrollment .She will call back about day and time.


Description:
I spoke w/ Sherri to confirm the lunch and learn tomorrow.  One of their VPs just got let go so she is going to have to reschedule.  She or Bethany will be calling me at the end of the week to reschedule.


Description:
Set up enrollment for Tuesday, February 1st from 10:30-12:00.


Description:
Emailed Gordon an article about Allegacy's partnership with the Shallowford Lakes HOA, informing residents of their credit union eligibilty. The article will be placed in their February newsletter.


Description:
Left a voicemail for Cheryl requesting new paperwork due to their name change. Keystone bought out WFU Baptist Behavioral Health back in December 2004.

Cheryl returned my call and is mailing in the necessary paperwork. I also asked about setting up an enrollment. She will get back to me next week.


Description:
I spoke w/ Kerry.  He is going to check w/ his employees to see if anyone is interested. I e-mailed him information.


Description:
Enrollment on 01-24-2005: 10 new members, 8 ch. Acct, 5 holiday Clubs, 1 vac. Club, 8 direct deposits, 6 payroll ded, 1 PFP, 3 ovedr, 1 visa appl.,


Description:
Called and spoke with Terry about possible affiliation with Allegacy. I am sending her our information packet today and will follow up. She was interested in our services.


Description:
I tried to contact this company but Leigh was not at her desk.  I left a voice mail message letting her know I will try back later this afternoon.  This company has approximately 450 employees and is located in the business park across from our Huntersville location.


Description:
I spoke w/ Dexter.  I asked him if he would be interested in offering an additional credit union since we are so close.  He told me that the employees are very happy w/ Coastal and location hasn't been an issue.  If he feels there is a need in the future he will let me know.


Description:
I contacted this company but they are not interested in offering another credit union.  They currently offer Truliant.


Description:
Called and spoke with Pam to follow up on the information packet. She said most of her employees work outside of Morganton, and when she polled her staff, they were interested in a CU, but wanted one closer to their home/work. She is going to hold on to our information and present it to her manager. Company has 10 employees.


Description:
Left a voicemail for Bo Davis to discuss possible affiliation with Allegacy. He is the developer for Oak Valley and sits on their board.


Description:
I left a message for Brenda following up on information I sent that she passed on to the HR person.


Description:
Call to Tracy about an enrollment. Left a message.


Description:
Left a voicemail for Julie to set up an enrollment for February/March.


Description:
I left a voice mail message to follow up on the executive board's decision.


Description:
Called and left a voicemail for Steve regarding possible affiliation with Allegacy for their Morganton employees. Steve is located at their headquarters in Illinois.

Manufacturing plants in Morganton and High Point.


Description:
Received a call from Rob Spaugh thanking us for the assorted chocolates gift basket. He said he still wants to affiliate his association with Allegacy, however, reminded me it may take a few months. Rob steps up as chairman of the association in July, and has promised if they haven't already affiliated, he will make it a priority.


Description:
Angie Mahaffey has spoken with Sherry regarding payroll issues since the company doesn't currently offer direct deposit. I tried to reach Sherry to get her final approval if she wants us to take her company's paperwork to the board. After several attempts, I haven't been able to reach her. Will continue calling her.


Description:
Left another voicemail for Russ regarding possible affiliation.


Description:
I met w/ Gail to explain the packets of information for her employees.  She told me she is going to give our information to her husband who works for a company in Concord that has a large Hispanic work force and may be interested in joining to help their Hispanic employees get accounts and use direct deposit.


Description:
I spoke w/ Katherine about offering Allegacy to her employees.  She asked me to mail her some information.  This company has approximately 45 employees and is located in the same area as Champion Tire & Scurry Construction, 2 of our SEGs.  I mailed a packet.


Description:
Called and spoke with Betty regarding possible affiliation with Allegacy. I am sending her our information packet today and will follow up. She supports credit unions, however, warned me that the company's management has turned down CU affiliations before.


Description:
Left another voicemail for Gay requesting to hold an enrollment.


Description:
Left a voicemail for Janni to see if she had decided on a date for us to hold an enrollment.


Description:
Called and spoke with Maggie about possible affiliation with Allegacy. She said the company is already with Members CU and is not interested in adding another.  She did not want to receive any information. Will mark as lost.


Description:
Left a voicemail for Craig about setting up an enrollment for February/March.


Description:
I left another voice mail message for Leigh.  Leigh returned my call and told me I would need to talk to someone at corporate.  I contacted corporate and talked w/ someone who gave me the VP of HR's contact info.  I called and left a voice mail message for Doug Sanders.


Description:
Called to reach Jenny again. She was not in the office.


Description:
1/20 -  I called Larry from Starbucks and he was not able to get away from the office so we moved the meeting to his office.  Belinda met us there.  Larry was very interested in switching all of his accounts to Allegacy.  I gave Karen Morgan the referral and e-mailed AIG per Larry's request.  He also asked me to send him a switch kit and 2 draft forms.  They have employee meetings twice a year and Larry is going to see if we can attend them.  In the meantime he suggested I send him some information that he can e-mail his employees.  He also asked for a list of his employees who currently have Allegacy.  Ashley mailed the switch kit.


Description:
I received notification from AIG that Dave Solomon talked w/ Diann.  I sent her an e-mail following up to make sure she received everything she needed.  I worked w/ Carl to write the emergency loan proposal.


Description:
I e-mailed Larry the information he requested to forward to his employees as well as updates on Allegacy Wealth Management, AIG, the switch kit, & employee membership info.  I also e-mailed him a list of members who are coded to InfoVision and asked that he let me know if any are no longer employed so I can code them correctly.


Description:
Gave presentation on products and services during staff meeting. We were asked to come back on Thursday, January 27th to sign new members up from 4:00-5:30.


Description:
I received a voice mail message from Charlie w/ questions about a membership application she received.


Description:
Called and spoke with Judy to set up an enrollment for March. She is considering switching all of her accounts to Allegacy, and has heard that many other employees are thinking about doing the same. She is going to check with her CEO and call me back with a date and time for us to visit.


Description:
Enrollment on 01/26/2005: 
6 new members, 6 Checking acct., 6 direct deposits, 1 holiday club, 3 ovedr., 1 visa appl., 2 payroll ded


Description:
Called to reach HR about possible affiliation. No one was available to come to the phone at this time.


Description:
Called and spoke with Dean to follow up on our last conversation in October. He had previously mentioned he would consider adding our CU in 2005. He polled his employees about adding a 3rd credit union and there wasn't any interest. He said most of his employees already have their accounts at one of the two affiliated CU's they already have. They are with Teleco CU and another. Will mark as lost.


Description:
Affiliated with Sara Lee CU and Members CU.


Description:
Called to reach Cindy again to set up enrollment. She was not available. Will try back early next week.


Description:
Left a message for Rodney to set up an enrollment for February/March.


Description:
Left a voicemail for Mary Ann following up with the paperwork.


Description:
Left a message for Danita to set up an enrollment.


Description:
I spoke w/ Tina.  She never received the comparison of us and Corporate America so I resent it.


Description:
I received an e-mail from Tina letting me know she is going to review, compare, & share the comparison and get back to me.


Description:
Held enrollment from 4:00-5:00. Saw 4 employees. Signed up 1 new member, 2 chk, 2 DD, 2 P/D, and 1 overdraft.


Description:
Scheduled enrollment for Friday, February 25th from 9:00-11:00am.


Description:
Left a voicemail for Richard to follow up on setting an enrollment date.


Description:
Left a message for Neil to follow up with setting an enrollment date.


Description:
I tried to contact Steve to follow up but I got his voice mail.  I didn't leave a message.


Description:
I tried to contact Delores but I got her voice mail.  I didn't leave a message.


Description:
I tried to contact Janet again but I got her voice mail.  I didn’t leave a message.


Description:
I spoke w/ Melissa and they are in the middle of filling 14 positions so Barbara, her boss doesn't have time to think about offering us right now.  She is going to look over everything and present it to the CEO 2nd quarter.  Melissa asked me to check back w/ her at the end of March.


Description:
I followed up w/ Kimberly on the request letter I e-mailed her and she told me she would get it out today.


Description:
Linda is no longer w/ the company. I spoke w/ Maggie who is in benefits and gave me Chip Reinenberg's name as a contact.  I spoke w/ Chip and he told me to contact him in a month.  Right now is premature.


Description:
I spoke w/ Brenda.  They are not interested in offering a local credit union unless they offered a credit union to everyone.  They have 850 employees total but they want a credit union in San Diego for their corporate employees and then may consider offering local ones for their branch locations.  There are 40 employees in the Huntersville Business Park.


Description:
I left a voice mail message for Kara. I e-mailed Linda to let her know that I am still working on getting in touch w/ Kara.


Description:
I e -mailed Natasha to see if she has heard anything back from the benefits person.


Description:
They are in the process of moving.  Half of the company has moved in but the rest will be moving for the next 3 weeks.  I e-mailed Darlene to ask her to meet me for coffee and told her I will contact her at the end of February to see if she is available.


Description:
I e-mailed Mike to see if he has had a chance to check w/ his attorney and told him I mentioned his concerns about the signs at our financial center to Cathy and she is going to take care of it.  I thanked him for all of his help.  Mike replied that he hasn't heard anything from his attorney but his fingers are crossed and he is hoping to have an answer by Feb 8th in time for the HOA meeting.


Description:
I spoke w/ Amy and she decided to go w/ Truliant because of their locations.


Description:
Called and spoke with Cheryl Walton about holding an enrollment. She is our new contact. Cheryl mentioned they have dropped from 25 employees to 10 and are not sure if they will stay in operation. They expect to be completely closed by June 2005. She said I can call back in February to see what their status is.


Description:
Left a voicemail for Jim to set up an enrollment.


Description:
I e-mailed Elizabeth to find out more information about the company.  Charlotte is the headquarters of General Dynamics Armament and Technical Products. General Dynamics has 2600 employees total.  About 300 are in Charlotte.  Corporation is headquartered in Falls Church, VA and employs 67,000. ATP is a business unit of the corporation


Description:
Called and spoke with Debra to set up an enrollment. We are tentatively planning on the first week in March, but she is going to check with her staff and call back to confirm date and time.


Description:
Scheduled enrollment on February 24th from 2:00-5:00.


Description:
Monroe dental lab is now called first impressions.


Description:
Eileen called about all empl. Members...She will contact Allegacy next year.


Description:
Left a message for Cathy Hayes about enrollment.


Description:
Marry Ann called back and said she will have the affiliation paperwork ready to be submitted by February 11th, and asked that I come by then to pick it up.


Description:
Enrollment at Westbrook plaza: 6 new members, 8 payroll ded, 6 chk acct, 6 direct deposits, 5 holiday Clubs, 4 Vac., 1 loan appl., 4 OD.


Description:
Received approval from NCUA. Contacted Jimmy to let him know so we can work out communication plan. I meet with him on Tuesday, February 1st at 1:30.


Description:
Received a call from James asking that I coordinate the enrollment with David Henao. He asked that I call back on February 10th to set up the sign-up. He would like for it to be during one of their staff meetings. Will mark calendar to call back.


Description:
I e-mailed Larry the $50 checking promotion electronic file for him to forward it to his employees.


Description:
Talk to Jeff about enrollment. He will call back about day and time.


Description:
I e-mailed Steve to see if he has had a chance to present Allegacy to the executive board.  I also told him I would need the paperwork a little earlier in order to get it ready for this month's board meeting.


Description:
Left a message for Henry Hendrix about enrollment.


Description:
I received an e-mail from Rick Jennings letting me know he is checking w/ Certegy to see if they can make a custom credit card.


Description:
I talk to Robert Atkinson.He told me--Piedmont Administration Groop moved to Wimston-Salem(MedCost address).He will call me back about enrollment in March.


Description:
I mailed Amy a note thanking her for considering Allegacy and asking her to offer us in addition to Truliant so that her employees will be able to take advantage of any special either credit unions are offering and have the opportunity to do business with whoever gives them the best service.


Description:
This offis has a 3 empl. Only.They all members of Allegacy and they all have a ch. Acct.


Description:
Called and informed Ken's assistant we had not received affiliation paperwork yet, and this week is the deadline for February's board meeting. She will pass the message on and have him call me back.


Description:
Tolk to Mark Alan Parham about an enrollment.He is very concern about payroll problems.Allegacy payroll correct this problems.We will call back on June 2005.


Description:
Valerie Thomas will call to Allegacy Bus. Dev.about benefits f.on April 2005.


Description:
Left a voicemail for Bob to set up an enrollment for February/March.


Description:
Left a voicemail for Sylvia to set up an enrollment for February/March.


Description:
Left another voicemail for Sherry asking for her approval to take her company's paperwork to the February board meeting.

2/1/05 - Sherry returned my call and will let me know her final decision before the end of this week. I left her an additional message saying I needed an answer by Friday to take to the February board meeting.


Description:
Left a voicemail for Vicky Carge at their corporate office regarding possible affiliation with Allegacy.

Vicky returned my call and said they would consider offering a CU for their Winston office in the future, but can't right now. Will mark calendar to call back in a few months.


Description:
Scheduled enrollment for Monday, February 7th from 7:15-9:15am.


Description:
I dropped off a dozen fresh baked cookies for Melissa & Barbara since they are so stressed trying to fill all the positions they have open.


Description:
I left a voice mail message for Kathy per Sheila's request to set up a meeting.


Description:
I left a follow up voice mail message for Dawn.  I left a message for Tanaya as well.  Tanaya returned my call and agreed to let us come on site to sign up students as long as she didn't have to sign the request letter.  We are going to use the underserved to bring in the students.  The visit is scheduled for March 9th from 11-2 in the dining hall.


Description:
I spoke w/ Bill who asked me to e-mail him some information.  He is going to run the idea by a few people and let me know what the consensus is.


Description:
I left a voice mail message for Janet.  I sent Belinda an e-mail mentioning that I am not having any luck getting in contact w/ Janet.  Belinda replied that Megan Smoot is going to talk to a contact she has in Winston who is over the call center there to see if we can get into Winston and then get Charlotte.


Description:
The employees were not interested because of our locations and the board decided not to offer us to the membership because they have so much going on right now.


Description:
I spoke w/ Wanda.  They currently offer Corporate America and are not interested in offering an additional credit union at this time.


Description:
I finally spoke w/ Vickie.  They currently offer State Employees and Charlotte Metro but she agreed to look over my information.  I mailed her a packet.


Description:
I spoke w/ Ed and presented info to Belinda and Cathy.  This organization is a chamber of commerce for the racing industry.  Companies are the members.  Cathy knew several people on the board.  The cost is $500 and the next membership meeting is at the end of March.  Ed asked me to send him information on Allegacy.  I mailed a packet.


Description:
I left a voice mail message w/ someone for Jane.


Description:
Held enrollment from 10:30-1:00. Signed up 1 new member, 1 P/D, and 1 auto-buying referral.


Description:
I left a voice mail message for Charlotte. This company has roughly 50 employees in Charlotte and 50 employees in Greensboro.


Description:
Talk to Elizabeth Lindsey. Mail to her packets and posters. It is no enrollment on this time. She will call back on Summer 2005.


Description:
I met with Barny today to discuss credit union benefits. Their average salary is $30k. They have 60% of their employees on direct deposit and 50% use the internet. They are merging in Red Simpson form Louisianna. They have 1600 employees. Barny said that he likes Allegacy and thinks that this will be a good partnership but is concerned with the timing of rolling out the benefit with the merger.  They are paid weekly on Thursdays. They have 5000 employees in Pike currently before the merger integration of the 1600 more in June.


Description:
Called to reach Donna Hamlin about setting up an enrollment, and to find out what happened during their last enrollment that upset her. I was informed she is no longer employed here and Greg Marshall has taken over the position. He wasn't available to come to the phone, but I left him a voicemail requesting to set up an enrollment for February/March.


Description:
I contacted this company.  The operator told me they do not offer local benefits after she gave me the number for their headquarters in Conneticut.  I asked her for an approximate number of employees but she just told me they would not be interested.  I contacted headquarters just in case and was told me to e-mail employee services information.  The person I spoke w/ didn't know who I would follow up w/ and suggested I send another e-mail to the employee services department to follow up.  I e-mailed information.


Description:
Scheduled enrollment for Thursday, March 17th from 1:30-3:30.


Description:
Sylvia returned my call and said this time of year was too busy to hold an enrollment. But thanked me for wanting to visit. She requested I send 10 new membership kits for new hires. I will mail these out today.


Description:
I e-mailed Elizabeth to see if she has had a chance to work on a meeting for me.  Elizabeth replied to let me know that she talked w/ her HR manager who had checked into it because he was interested in offering a credit union but received a firm no.


Description:
Left a message for Ron about enrollment.


Description:
I attended the Charlotte leadership school w/ Lauren.  She suggested I talk w/ Karen, VP of accounting/personnel to see if they are interested in offering Allegacy.  I left a voice mail message for Karen.


Description:
Left another voicemail for Cindy to set up an enrollment.


Description:
Called and spoke with Craig about setting up an enrollment. He said he would like for us to visit and has asked Matt Alspaugh to coordinate this with us. He said they have other locations in Raleigh and Charlotte he would like us to visit as well. Will talk to Matt to get scheduled.


Description:
Scheduled enrollment for Wednesday, February 16th from 2:45-4:15.


Description:
I spoke w/ Lucy.  We have a meeting scheduled for February 25th at 10:00.  She agreed to meet w/ our representative from Afflac.  We are going to present our employee results and plan our next visit.  I also spoke w/ her about the annual breakfast, luncheon, or dinner.  She would prefer a breakfast on Friday.  Fridays are her slowest day and she never gets to eat breakfast so she thought that would be nice.  I am going to take her a bagel to our meeting on the 25th.  She gave me the new payroll contact's info.  I also asked her to bring another HR person with her that might be interested in learning more about Allegacy.


Description:
Left a voicemail confirming a time for me to pick up her affiliation paperwork.


Description:
Called and left a voicemail for Tracy regarding possible affiliation with Allegacy.


Description:
It is no direct deposit at this company.We sing only 3 new members,2 ch.acct.


Description:
I received an e-mail from Charlie letting me know Pat Young has closed her account w/ us and Charlie thought I might like to know since she left a voice mail message for the payroll person saying it was because of numerous mistakes.  I replied to find out more info.  I thanked Charlie for letting me know and assured her that I would rectify the problem.  Charlie didn't know any details and suggested I contact Pat before 11:00 pm or before 7:00 am since Pat is on 3rd shift (704-896-7559).  I checked the memos on Focus and it seems Pat bounced a check due to a couple ATM fees.  She told the call center that at the enrollment she was told that she would not be charged for using no-surcharge ATMs.  Since she qualified for standard she did get charged.  The call center representative offered to refund the fees as a courtesy this once and suggested she use the Allegacy ATM across the street so she wouldn't be charged.  Pat closed her accounts.  I tried to contact Pat at 8:30 pm but I got her voice mail.  I'm going to try one more time this evening.  I left Pat a voice mail message at 10:15 pm.


Description:
Scheduled enrollment for Tuesday, March 15th from 2:00-3:00.

2/11/05 - Followed up with Carolyn regarding possible business accts with Allegacy. She has received our information and wants some time to review it. She will call me back in a few weeks to discuss.


Description:
I e-mailed Mike to see if he has heard anything from his attorney yet.


Description:
I left a voice mail message for Kimberly to get the effective date, P.O. Box, and update on South Charlotte chapter.  I received an e-mail from Kimberly asking me to use her address, 7494 Anchors Aweigh Lane, Sherrills Ford, NC 28673 and giving me 2/15/97 as the effective date.  She told me she hasn't been able to get in touch w/ anyone at the South Charlotte chapter.


Description:
I e-mailed Kimberly the new request letter for her to sign.  I also asked Kimberly for the south Charlotte chapter contact info.  I e-mailed Belinda the new factors to consider.


Description:
I met w/ Kathy.  We scheduled a visit 3/1 from 11:00 am - 1:00 pm in the cafeteria.

David Foster will be attending enrollment as well.


Description:
Called and left a voicemail for Pastor Whitfield regarding possible affiliation with Allegacy.


Description:
Held enrollment and saw approximately 5 employees. Signed up 2 new members, 1 chk , and 1 P/D. 

A 3rd new member is faxing her application to business development.


Description:
Rescheduled enrollment date for Tuesday, February 22nd from 10:30-11:30. RESCHEDULED.


Description:
I e-mailed Jenny to see how many students we should expect at the Spring Vendor Fair so we have enough supplies.


Description:
Today I received an e-mail from a girl I used to talk with at my last gym.  It turns out she just started working for this company.  She told me they have 200 employees at this location but more at corporate which she believes is in PA. She also told me they changed their name from GE Polymerland.   We are going to meet for lunch 2/22.  Since I haven't had any luck getting in contact with the HR person since I mailed him our info, I am hoping Jocelyn will be able to help me get in touch w/ him.


Description:
I received an e-mail from Lori letting Charlie know that Karla Owens cancelled her account a couple weeks ago because of no overdraft and basically accused us of not being helpful.  I checked her account and it turns out she applied for overdraft but did not qualify.


Description:
I e-mailed Charlie and Lori and explained that I could not give them details because of privacy but that I could assure them that Allegacy did everything they could for Pat and Karla.  I told them I would be happy to explain the situations to Pat and Karla if they wanted to talk w/ me.


Description:
I left Steve a voice mail message following up on the executive board's decision.


Description:
Met with Jenna regarding affiliation. She contacted us last week about employee benefits and partnership. Most of her employees are out of state, and she only has a few NC employees. I told her we require at least 10 employees and direct deposit in order to offer our services. I mentioned that anyone interested in accounts with us could join through associations. She also inquired about partnering with Allegacy in credit counseling and education.


Description:
Scheduled enrollment for Thursday, March 10th from 2:30-3:30. We will give a staff presentation at the beginning of their meeting.


Description:
I presented Allegacy to 4 employees.  Two were accounting people.  If they are interested, Phil will affiliate.


Description:
Left a voicemail for Janet to follow up on business accounts and affiliation. She had also inquired about payroll taxes, and I informed her on the message that is not something we currently do.


Description:
Left a voicemail following up with Cheryl to set an enrollment date for March.


Description:
Left a message for Derwood to confirm the March 7th sales presentation/dinner.

2/22/04 - Received a voicemail from Walt Schorer confirming the presentation.


Description:
I dropped off 150 member kits with Rebecca.  She told me she would hand them out to everyone.  I gave her a Blockbuster card and popcorn to thank her for her help.


Description:
I stopped by to introduce myself to Jerry and to offer him Bobcats tickets.  He thanked me for the tickets and told me he had a conflict that day but he would raffle them off for the employees.  He told me there are only 30 local employees in his company but there are 3 other GE companies in the building.  One has 200 employees on site.  He asked me to mail him 2 more packets for him and the HR person with the 200 employees.  I told him I would check w/ Belinda to see if we can submit one letter with all 4 companies.  He also mentioned that he noticed our location last week and is interested in getting a mortgage.  Right now all of his accounts are with Bank of America where his wife works. I mailed the packets and sent him an e-mail letting him know that it was nice to meet him and I look forward to meeting the other HR representatives.


Description:
I tried to contact Delores to see if she would like Bobcats tickets but she will be out of the office until Feb. 21st.


Description:
I tried to contact Linda to see if she would like Bobcats Tickets but she was out of the office.


Description:
Called and spoke with Joanna Lyall, Best Health Association's regional manager, regarding possible affiliation with Allegacy. She was very interested in offering CU eligibilty to her members. She is going to run it by her director and get back to me. She doesn't foresee any problems with moving forward.


Description:
Left a voicemail for Carter regarding possible affiliation with Allegacy.


Description:
Left a voicemail for Debbie to set up an enrollment for March.


Description:
Called and spoke with Sherry Hodge to see if she wanted to move forward with the affiliation process. We received her company's paperwork back in November 2004, but she asked us to hold off because of direct deposit issues. She has made final decision to affiliate and I will re-submit papers to Belinda.


Description:
Scheduled new enrollment date for Monday, March 14th from 7:30-9:30am.


Description:
Left a voicemail for Greg to follow up on his membership application. I also requested a meeting with his office manager regarding possible affiliation for his firm.


Description:
Left a message for Christy about holding an enrollment for March.


Description:
Called and spoke with Kathleen Sides about holding an enrollment. She said changes have been made with her staff and only 3 people are employed there now. She is not interested in Allegacy visiting.


Description:
Mailed Lynn Vining a thank you card for deciding to affiliate with Allegacy.


Description:
Left a voicemail for Steve following up on our last conversation.


Description:
Left a voicemail for Shauna regarding possible affiliation with Allegacy.


Description:
Marc sent an email stating that his executive team decided they did not want to pursue affiliation due to concerns with setting up loan deductions through payroll. Will mark as lost.


Description:
Called and spoke with Lisa to follow up. She still wants to move forward with the credit union, but stated they are going through major payroll changes right now. I requested we set up a meeting with her manager soon, and she said she will call me back as soon as they will be available. She still expresses high interest.


Description:
Christy returned my call and said most of her staff were already enrolled with Allegacy and she didn't see a need for us to visit.


Description:
Called to reach Pastor Whitfield again, but he was not in the office. I left him a voicemail informing him I was sending our information packet. Will call back later this week.


Description:
Russ returned my call and said he would like to offer our benefits, however, it will be another month before he can implement us. He asked that I call back in late March to schedule meeting and discuss set up.


Description:
Anya & I attended the financial fair today.  We brought in 11 new members.  I mailed in the application for Anya and I to attend the health fair in April.  They want us to bring an item, basket of goodies, or gift card for the raffle.  The faculty, students, and staff will have to get 10 stamps from the exhibitors to be eligible for the raffle.


Description:
I received a call from Charlotte at Gary Knox's office telling me she gave my contact informationt o Gaye Elliot w/ Lake Norman Regional who is very interested in talking with me about Allegacy. I called Belinda to find out how I should proceed.  Before Belinda could get back to me with direction from Ike and Cathy, Gaye called me.  Gaye explained that they used to offer Sharoniew but changed to Piedmont Aviation because of Lowes and they put an ATM on site at  Lake Norman Regional.  She is very unhappy with the service she is receiving from Piedmont Aviation and asked me if she could stop using them and talk with me about our benefits.  An ATM is very important to them and they currently have 900 employees.  Since I was at Davidson College I told Gaye I would call her this afternoon.  I spoke w/ Belinda who checked w/ Cathy and told me we are waiting for word from Ike.  I called and spoke w/ Gaye to let her know that I am waiting to hear from our CEO. I explained that we like to check with him whenever we are considering overlapping another credit union. I also explained that I am looking into the ATM Request as well.


Description:
I e-mailed Sheila to  thank her for all of her help w/ the plant and to let her know that I met w/ Kathy and we scheduled a sign up for March.


Description:
I received an e-mail from Mike letting me know he still hasn't heard from the attorney. He apologized for not following up sooner but he has been in Connecticut visiting his sick father.  He promised to follow up w/ the attorney when he got back.


Description:
Held enrollment with staff presentation. Signed up: 5 new members, 4 checking, 2 DD, 3 P/D, 2 overdrafts, and 1 AIG referral about IRAs.


Description:
I asked Ray to perform atm facility study. Currently Piedmont Aviation has an atm on site for this hospital. I provided Ray with detailed numbers on the statistics of the hospital.


Description:
Last week I mailed a thank you card to Barny for meeting with me. I asked him to go ahead and fill out the paperwork for affiliation and that I would roll out the program to his employees when he felt comfortable with the idea due to merger. I called today to follow up. I sopke with his assistant and she said he is in a meeting all day today and would not be available. She is going to ask him to call me back on Friday.


Description:
I met with Barry Sams to discuss the banking days in July. We are on track to present seminars and have a table for employees in Charlotte and Winston Salem.

I have to get him an updated lsiting of the seminars we offer. He is going to design a website for the employees to see the seminar topics and sign up on a monthly basis.

He also wanted information on the emergency loan program. I sent this information for him to review and he said that my contact for this will be Bill Bartlet. 

He also mentioned that he promised he would get me the mortgage information and he would follow up on this.


Description:
Meeting with Rick and Dean. Rita Pressley and I will be attending.


Description:
I called Gaye to let her know that they are a top priority for us and we are performing some regulatory research and an atm facility study. I asked her to give us about a week to conclude and that we would be back in touch with her at this time.


Description:
Held enrollment and signed up: 1 new member, 1 DD, 1 P/D, 4 youth accounts, and 1 PFP. Another employee is faxing in an application for membership.


Description:
Called and spoke with Troy regarding business accounts and affiliation with Allegacy. I am sending him our information packets today and will follow up with him.


Description:
Called and spoke with an assistant who said Barbara would like for us to come out in mid-April to hold an enrollment and auto-buying seminar. Barbara will call me back within 2 weeks to confirm specific date and time.


Description:
I left Gaye a voice mail message to let her know that we are excited about the opportunity to meet with her.


Description:
I tried to contact Gaye but she was gone for the day.  I didn't leave a voice mail message.


Description:
Left a voicemail for Maurice informing him that his company has been approved and requested an enrollment date.


Description:
I e-mailed Laura to let her know that I have tried to contact my teacher by e-mail, fax, and phone.  I left a message w/ the receptionist at the school today.  I also asked her if she has heard anything about whether or not Phil is going to affiliate with us.


Description:
Spoke with Deborah about setting up an enrollment for March. She said that would be fine for us to visit and will call me back tomorrow with the date and time.


Description:
I spoke w/ Gary about the town of Cornelius affiliating so anyone who works for the town is eligible.  They currently have a relationship w/ State Employees but he gave me a contact name.  I spoke w/ Jackie and scheduled a meeting for Wed. the 2nd.


Description:
I contacted this company.  They only have 9 employees in Clt.  Their corporate is located in Johnson City, TN.  They only have 92 employees in TN.  They have 2000 employees nationwide.


Description:
I tried to contact this company at exit 18 near Carolina Tractor.  Corporate is located in Dallas.  Parent company is Sammons Enterprise in Dallas.  Briggs Equipment has 475 employees on the east coast.  They have 60 or 70 employees at their Charlotte location.  I left a voice mail message for Pam Goodwin.


Description:
I spoke w/ Bill.  Corporate is in Durham, NC.  They have 30 employees in Clt and 50 employees in Durham.  They are not interested because they currently offer Coastal.


Description:
I spoke w/ Jeff.  They have 180 employees corporate wide.  Corporate is located in Roanoke, VA.  They only have 17 employees in Clt.  He didn't know how may of the 180 are in Roanoke, VA.  Jeff said if they are interested they will only do it for everyone.


Description:
In confirming enrollment with Denise, she informed me that we needed to reschedule. I emailed her a list of available dates and will wait to hear back from her.


Description:
I spoke w/ Vickie to see if she is available to meet.  She took my number down and told me she will call me tomorrow morning.  Vickie called me and told me they were not interested in signing a contract with an additional credit union.  I told her they would not be signing a contract with us but a letter letting NCUA know that they would like to be part of our field of membership.  She asked me to e-mail her the request letter for her to review. I e-mailed the letter.


Description:
I left a voice mail message for Joanette. This location off of exit 18 on Statesville Rd is the North American Corporate office.  They have a total of 260 employees, approximately 200 in Charlotte.


Description:
I left a voice mail message for Maritza. This company is located off of Exit 18 on Harris Blvd.


Description:
I tried to contact this company but no one answered.  I believe they offer Truliant but our location is more convenient.


Description:
I tried to contact this company but no one answered.  This company is located off of exit 18 on Statesville Rd.


Description:
I called Linda to make sure everything was ok since I haven't heard from her abou the enrollment.  She told me she had a lot to tell me and that it wasn't good but she would have to catch up w/ me later this week because she is in the middle of sales tax stuff.


Description:
I left a voice mail message for Natasha.


Description:
I tried to contact Darlene but I got her voice mail.  I sent an e-mail asking if she would like Bobcats tickets.


Description:
I received an e-mail from Mike letting me know he has forwarded the information I gave him to the president of Bryan Properties for the final approval.  Mike called me to let me know that the president said he did not want to affiliate because of the Wachovia and Bank of America executives that live in the community and he didn't want to hurt the relationship.  Mike apologized and told me he disagreed with the decision but his hands are tied.


Description:
Emailed Greg requesting a meeting date and time with his office manager. He has expressed interest in affiliation.

2/22/05 - Greg responded and said he will discuss meeting with Debbie Walker and get back to me with a date.


Description:
Scheduled enrollments for Tuesday, April 5th and Thursday, April 7th, both from 6:00-8:00am.


Description:
Left another voicemail for Deborah requesting to add our name to her employee benefits polling. I informed her I would drop our information packet off by tomorrow afternoon for her to review. Will follow up.


Description:
Sent Barbara Cannon an email regarding this new association in Winston-Salem and possible affiliation. The local chapter for this association was brought to the Triad through efforts of SilkRoad Technology employees.


Description:
Sent Kyle Wendt and Bob Ihre a follow up letter thanking them for meeting with us and informing them I would be contacting them in the near future to inquire about any talks they have had.


Description:
Spoke with Betty to follow up on the information packet sent. She said she never received it and asked that I resend it. She commented the company was undergoing major changes in their payroll and management would most likely not be interested in a CU at this time, however, she has agreed to share our info.


Description:
I tried to contact Gaye again but I got her voice mail.  I didn’t leave a message.


Description:
I called and arranged lunch with Judy and Katherine. Set up for March 2 at 12:00 Karen Morgan and I will be attending.


Description:
I met with Jimmy and Jennie. Jennie is the director of public relations. We have prepared and delivered to them an 8 1/2 flyer condensed version of the allegacy at work to be printed in the newsletter that goes out end of this month. We have arranged to attend their annual conference in April 2 in Boone. Jimmy said about 100 people will attend this event. We are working on a link from their website to ours. Our contact there for this project is Lisa. I prepared a box of materials for Jimmy to take back to hand out if there is interest in his office for membership. In the box there are packets, allegacy at work flyers, pens, service center brochures and co-op atm networks. I emailed Jimmy to let him know where we are on everything.


Description:
I sent Steve an e-mail following up on the executive board's decision.


Description:
I received the new request letter and forwarded it on to Belinda.


Description:
I sent an email to them thanking them for meeting with us and responding to some more information that they requested. They wanted to have materials on our financials and annual reports. Also they wanted to check some references. I provided this information to them.


Description:
Dean email backed that they appreciated us coming and that they are in the process of reviewing the information we provided. He said he would be back in contact by mid-march.


Description:
Factors to consider: Headquarter is in Raleigh, North Carolina. Private owned company with 3000 shareholders. They have 18,000 national employees and 1500 additional in Canada. They have 1500 locations and 35 distribution centers. 85% of their sales are commercial. Strong technology focus 99% of employee have direct deposit in place. Current PACU relationship and they are unhappy. Relocate employees. Interested in credit and debit cards with pictures. State employees is within two miles of facility. 17 co-ops in 10 mile radius of headquarters. Sponsor Hendrick Motorsports


Description:
I sent Chuck and Joe the informaiton they requested from our initial meeting. It was in a power point that I placed a copy of in their file.


Description:
I emailed Joe a copy of the credit union comparison that I promised him on Lee County Postal and Suncoast Schools.


Description:
I spoke w/ Kimberly to let her know she has been approved and to find out the best way to let the members know they are eligible to join Allegacy.  Kimberly suggested I e-mail her some information along w/ our website that she can put on their yahoo loop.  She also asked for something she can put in the quarterly newsletter.  She told me to send her 1/2 page of information by the end of March.  Their meetings are the 1st and 3rd Wednesday of every month and they usually have 20 -25 people who show.  Kimberly is going to check w/ the co-leaders to see which meeting would be good for me to attend.


Description:
Barny emailed me today that they would like to add the credit union as a stand alone benefit in late summer. He is going to have Ike and I present the information to his Senior Management team late this spring.


Description:
I sent Delores an e-mail to see if she is interested in Bobcats tickets for this Saturday.  I also asked if they are affiliated w/ the American Red Cross Chapter in Winston-Salem.


Description:
I tried to contact Kathlene but I got her voice mail.  I sent her an e-mail following up on the comparison I sent. Kathlene replied to thank me for my patience.  Since Mary has taken on quite a bit of new responsibilities in turn, Kathlene's responsibilities have increased.  They have not yet pursued adding Allegacy as one of their benefits but Kathlene asked me not to give up on them.  She hopes to be more settled within the next couple of weeks and able to have more information for me.  I replied thanking her for the update and letting her know I appreciate all of the time and consideration she has given us. 280 employees


Description:
Held enrollment with the following results: 1 new member, 1 payroll deduction. Several Spanish speaking employees. Be sure to take a bi-lingual staff member for next visit.


Description:
Called and spoke with Mary Ann regarding paperwork,. I informed her of the March 3rd deadline. She would like to be affiliated before April, so we can hold enrollments for her staff then. I emailed her the affiliation papers and told her I would pick them up Friday.


Description:
Ike has a contact with this company. They currently have a relationship with Member's credit union. Our new office will be right at their facility.


Description:
I have a contact in my class that works for the Greensboro location. I talked with him about offering the credit union since we are opening up a new location. His name is Robert. They have 365 locations, 27,000 employees and are headquartered in Ohio. They have 2.8 billion in sales and $272 million in profits. About 250 work in Greensboro location. He is getting me contact information for HR locally.


Description:
Left a voicemail for Hugh requesting he propose affiliation to his board of directors. I offered to give presentation to his staff and/or board members during one of their scheduled meetings.


Description:
I have a friend at school that works for RF mIcro in Greensboro. He is going to help me get the human resource contact and phone number for their greensboro office. He said that they have a relationship with a credit union that is not near them and they do not have a lot of participation in it. I told him about our new location opening up.


Description:
Attempted to reach Angela again. Did not leave a message.


Description:
Judy Vassar called to inquire more about adding CU benefits to this association. She is interested in our services for her members. Membership dues are $15. WFUBMC Best Health would promote our services through their website and newsletters.


Description:
Held enrollment with the following results: 4 new members, 3 chk, 1 DD, 5 P/D, 2 HC, 1 Overdraft, 1 AIG referral, and 1 PFP.


Description:
Mailed Judy our information packet and affiliation paperwork.


Description:
I called Diane to update her on us sending one check a month to her instead of all the $10 checks. The GL number is 803-0-100 
I plan to visit their new office on Tuesday, March 8th at 10:00.


Description:
2/25/05 - Received affiliation paperwork.


Description:
Held enrollment with the following results: 2 new members, 4 payroll deductions, and 1 holiday club.


Description:
Held enrollment with the following results:  1 new member, 1 chk, 1 DD, 2 P/D, and 1 holiday club.


Description:
Rita and I met with Lucy and with Aflac reps. Starwood is the name of the parent company based in White Plains New York. Their benefits and payroll are out of Arizona. Their plan for benefits run April 1- March 31. They offer Cigna Healthcare, Etna Dental, Fles spending accounts, Citistreet does their 401K and Union Provident offers their life and short term disability. They are up to 409 employees now and of that 150-170 are hispanic, They  have 700 rooms and maintain 70% occupancy.

Afflac did presentation to the employees.


Description:
Received email from Barbara stating that the association was still in the beginning stages in the Triad. She asked that I get back with her in a few months to see about affiliating their members.


Description:
Emailed Barbara to see if there are any additional opportunities for Allegacy to hold an enrollment after the completion of their merger. They acquired a company in Asheville and have added 400 employees.

Barbara responded that it has not been determined  whether the new Asheville employees will stay on their current benefits or switch to SilkRoad's. She will keep me posted when she finds out.


Description:
Spoke with Terry about holding an enrollment for her staff. She is currently putting Allegacy payroll stuffers in their paychecks every pay period and would prefer getting the credit union's name to her employees this way. She does not have interest in holding an on-site visit at this time.


Description:
Belinda and I stopped by to see Gae on Friday, 2/25 to discuss the ATM.  She was out sick with back problems.  We left 2 Bobcats tickets.  I mailed Gae a get well card from Belinda and me.


Description:
Called and spoke with Lynn to check on paperwork. She informed me today was her last day at IDX and that I will need to contact Gail Hess in order to finish the affiliation papers. Lynn has already spoken with Gail and OK'd affiliation. I emailed Gail the paperwork and asked she return it as soon as possible.


Description:
Spoke with Mary Vaughn about possible affiliation with Allegacy. She is not interested at this time because they recently signed up for employee benefits with First Citizens Bank. First Citizens offers staff free checking and discounts on credit cards. I mentioned she could offer credit union eligibility as well to her staff, but she was not interested. She said we could call back next year for consideration.


Description:
Belinda and I took Vernon an office warming gift - cookies.


Description:
I spoke w/ George Dorcy who told me he would need to check w/ someone in Winston before committing to anything for Charlotte.  He didn't know anything about us.  He took my phone number and is going to give me a call back.  They have 15 employees in Clt.


Description:
Sent Barbara an email to confirm which dates in April she would like for us to visit.


Description:
I left a voice mail message for Constance.  This company has 180 employees off of Exit 18.


Description:
I left a message w/ the receptionist for Carmen.  This company has 20 employees at their location on Statesville Rd off of Exit 18.


Description:
I contacted this company but they only have 2 employees.


Description:
I tried to contact this company.  Terry is out of the office.  The receptionist suggested I contact him tomorrow morning.  This company has 100 -150 employees and is located on Statesville Rd. off of Exit 18.


Description:
I contacted this company.  They only have 4 employees in Charlotte.


Description:
I spoke w/ Jim.  They have their own corporate credit union in Savannah, Ga.


Description:
I left Charlene Atkins a voice mail message. This company has 307 employees and would be a great addition for our downtown location.


Description:
Friday, Feb 25th I received a call from Pam Smith.  She is going to check w/ her boss and give me a call back Monday.


Description:
We continue to receive request from the employees of this company to join Allegacy. We are currently signing up thru an association. I have emailed Irving Neal the EVP of Sales and Marketing to see if he can give us a contact person in human resources. I know Irving from the Common Grounds Youth Coffeehouse.


Description:
I received the contact information. Patsy Cairrikierx7235 and Jean Vetter x7380

I


Description:
Enrollment on 02-22-2005. We have 2 new members, 2 chk, 1 hol.cl, 2 dd, 1 payroll.


Description:
Enrollment at Frontis Plaza and Mapelwood St. 11new members,7 chk,2hol.clubs,7dd,4payroll,2LN,2 Visas.1Eqt.


Description:
I received a call from Constance letting me know they currently offer Coastal.


Description:
Revenue last year was 6.2 billion. They have 6,600 employees nationwide Dianne Neal is CFO market value of stock is 11,950


Description:
Anya and I had lunch with Karen Caines and Sandra Douglas. We updated them on participation levels and introduced Aflac to them. They have 520 employees now. 22 stores the northwest district goes to Mooresville. They have 27 donation centers. There are 120 employees at the main facility in WS. They have a new Vice President of Human Resources and are currently searching for a new CEO.


Description:
Anya and I had lunch today with Sarah Murray Stephney and Afflac. We introduced her to them as a business partner. She was interested in setting up a follow up meeting with her to discuss the benefits farther.


Description:
MAIN: I attended the orientation today.  I signed up 3 new members, 2 checking accounts, 1 direct deposit, and 2 payroll deductions.


Description:
David Foster and I attended an enrollment today.  We signed up 8 new members, 2 checking accounts, 2 direct deposits, 6 payroll deductions, 5 holiday/vac clubs, and 1 overdraft. I am going back Thursday to pick up more applications and answer any additional questions.


Description:
I spoke w/ Terry.  He said benefit decisions are made by corporate in Virginia 540-949-3200.  He didn't have a contact name for me.  I contact Va and spoke w/ Bob East who told me they are not interested in offering a credit union because they get the same benefits from Bank of America.  I told him about our lower loan rates and asked if I could e-mail him some information.  He told me he didn't want to get my hopes up but that I was welcome to e-mail him the loan rates to review.  I e-mailed Bob our loan rates.


Description:
Received merchant participation information in the mail. Allegacy is to sign off on this before BestHealth members can officially be affiliated. This group has 9,000 members in the Triad.


Description:
Left a voicemail for Connie regarding possible affiliation with allegacy.


Description:
Called and spoke with someone in Human Resources about possible affiliation with Allegacy. She informed me they were currently w/ Truliant, and had accidentally told employees they were affiliated with Allegacy. She transferred me to Irving's voicemail, and I left him a message inquiring about Truliant/Allegacy mix-up, and informed him TCI is not currently affiliated with Allegacy - but we would like to add his company.


Description:
Called and spoke with Ellen about possible affiliation with Allegacy. She seemed very interested and requested I send information. I am mailing her our information packet, and emailing her the appropriate affiliation papers.


Description:
Spoke with Terry regarding an additional follow-up. She said she is still interested in our services and will try to move management's decision forward. She asked I call back in a week.


Description:
Called and spoke with Rick regarding possible affiliation with Allegacy. They have a big plant off Lowery Street in Winston-Salem. He informed me they only have 5 employees, and are most likely not interested. He will poll his staff, however, I will mark as"lost" due to small number of employees.


Description:
Left a voicemail for Janet following up on possible affiliation for her staff and business accounts.


Description:
Spoke with Laura about possible affiliation with Allegacy. She said they are already affiliated with another credit union and would most likely not add another. She will mention that Allegacy called to offer benefits to her manager, and will call me back if there is interest.


Description:
Karen Morgan and I had lunch with Judy, Katherine and Amy. We talked about the corporate card program. They gave us a history of the Japan Tobacco taking over RJR International. They became the catch all group. Japan tobacco is mostly controlled by the government. They bring over employees to work in the Raleigh office for a period of three years to train. She mentioned that Japan Tobacco has not ventured into pharmaceutical companies mainly in the north east. I provided Katherine with a packet to give to them. She said there are about 80 employees based out of New Jersey. She is meeting with Laura on March 11th to handle her personal accounts. She also mentioned that she would like to look at non-contributing plans and how to roll them over into accounts at the credit union.


Description:
see notes on JTI. Had lunch today with Katherine.


Description:
Belinda and I visited today with Jackie the Finance Director and Tracy, the Benefit Coordinator, They were very interested in our information as a supplement to State Employees. The next step is for them to make a presentation to the  senior managers who will decide if they can offer this benefit. We asked if it was OK for us to come and do a short presentation so that they could hear all the benefits from us. They seemed very interested in our products. They told us they would contact us in a few weeks for us to come do the presentation to sr. group.  I mailed them a thank you note and included the Allegacy luggage tag and chap stick we promised.  I also e-mailed the employee survey.


Description:
I spoke w/ George who told me I could come out and signup the employees.  I scheduled the sign up for Friday, 3/11 at 8:00 am.


Description:
I left a voice mail message for Gae following up on the ATM information Belinda and I dropped off on Friday.


Description:
I e-mailed Steve to see if he has had an opportunity to present Allegacy to the executive board and offered to come out and do a formal presentation to the board so that we can address any questions or concerns they may have.


Description:
Dropped off an Allegacy premium and small box of cookies for Ken's staff. I included a note regarding affiliation deadlines.


Description:
Enrollment on 03-02-2005: 28 new members,20 chk acct,5 H/V,16 direct deposits,14payroll ded,7 ln,2 visas,2 PFP.


Description:
Held enrollment with the following results: 6 new members, 4 chk, 3 DD, 4 P/D, 3 overdrafts, 3 youth accounts, and 1 business account.


Description:
Anya and I had lunch with Jaimie and her director  Emily Downs, to present Aflac information. They are going to get us information on the greensboro and charlotte representatives for Bayada so that we can contact them. They currently do not have disability plan.She thought the greensboro contact will be Shannon McCarson and Julie in charlotte but she will send information to us.

We gave her 25 packets to have on hand.


Description:
Anya and I had lunch today with Joan. The company is still owned Laundry Limited Partnership, triad Health Ventures dba Salem Laundry Services. They are currently serving under a management contract by Crawthal. They do have direct deposit in place. The partnership is still owned by Novant.

Afflac did their presentation to Joan for their products and services.


Description:
Karen Morgan and I had lunch with Maurice Fox and others on their senior management team. We discussed our services for them and visiting with their employees. Karen went over our wealth management program and investments.


Description:
Jamie Joyner told me to check out this company. Her father is a shift supervisor at this company. This is their corporate office and they have 2,200 employees. In this office 400. They have an existing relationship with member's credit union.


Description:
I e-mailed Vernon to see if he has made a decision yet about offering Allegacy.


Description:
I met Carolyn at her booth at the Lake Norman Business Trade Show today.  She was very interested in exhibiting artwork in our financial center and offering her members credit union eligibility.  She agreed to meet with me to discuss the benefits of Allegacy.  I am going to e-mail her to schedule a meeting after I talk w/ Belinda & Cathy about the details of displaying art in our Huntersville location.  This association has 130 members and the annual dues are $45.


Description:
I met Elise & Jessi today at the Lake Norman Business Trade Show at the girl scout booth.  They asked me to volunteer once a month.  Elise asked me to come to one of her meetings and help her teach a JA program. They also gave me the name of their director for me to contact about offering the members/volunteers credit union services.  Their membership dues are $10 and there are several troops in Charlotte and the surrounding areas.


Description:
I met Ed Harris at the Lake Norman Business Trade Show today.  He gave me Jill's contact information. This organization has 150 members.


Description:
I met Hugh and Cindy at the Lake Norman Business Trade Show today.  I talked with them about the benefits of Allegacy.  Hugh is going to find out if they are interested in learning more and get back to me.


Description:
I e-mailed Lila Canon directions.  She will be assisting me with the sign up on the 18th.


Description:
I spoke w/ Julie and scheduled a meeting for Monday.  She was hesitant to join because they had a credit union at one time and there wasn't much participation.  I asked her if she had any idea why and she did not.  They have 250 employees at that location.  I also contacted Mary Jane who is at University East but she was in a meeting so I left a voice mail.  Since they are both in Charlotte I am going to try to get one combined letter and I'll put them in SEG Mgr together.


Description:
Nicki sent  an email informing me that ACS has to cancel their March 8th enrollment and will no longer allow solicitation to employees or on-site visits. She requested I send 30 new packets for new hires and direct deposit forms. She prefers to handle advertising for the credit union from this point forward.


Description:
Emailed Judy affiliation paperwork and requested a time next week for me to pick them up. I will also drop off the Participating Merchant Agreement required by Best Health in order to affiliate.

Judy emailed me and said she is filling out the affiliation paperwork and will take it to be approved by her manager. It should be ready by the week's end for me to pick up.


Description:
Jaime emailed HR contact. Her father's name is James "Jim" Hunter. I replied that we would not initiate contact with this company because they have a relationship with Members.


Description:
I mailed to Jimmy tickets to the Bobcats game for his board members to use.


Description:
Left a message for Karin about an enrollment


Description:
I tried to contact this company that is located off of Exit 18 on Statesville Rd.  They have 150-200 employees in Charlotte.  Corporate is in Arizona.  I left a voice mail message for Jenny.


Description:
I contacted this 35 employee company.  They are located off of Exit 18 on Statesville Rd.  I left a voice mail message for Ginger.


Description:
I met Eric who is the sales director at the Carrier enrollment today.  He told me to contact Amy Benson who is the HR person.  He believes they have about 200 employees in their Charlotte location.  He said they offer their own corporate credit union but he believes a lot of the employees would be interested in a local credit union.


Description:
I received an e-mail from Charlie letting me know another one of her employees has cancelled his direct deposit.  I looked in focus but there were no memos explaining why he closed his account.


Description:
I e-mailed Kimberly the Allegacy at Work flyer for her to put on their yahoo loop.  I also told her that I am still working on the 1/2 page information for the quarterly newsletter and asked which meeting will be convenient for me to attend.


Description:
I picked up one new application and a couple employees told me they had mailed their applications in to the call center.


Description:
I met Sheila for lunch.  She is definitely coming to our SEG luncheon and ishe s going to e-mail me a couple caterers for the box lunches.


Description:
I e-mailed Carolyn to set up a meeting to talk about exhibiting their group's artwork and about offering Allegacy to their membership.


Description:
I spoke w/ Pam.  She directed me to the website to get a PDF of their direct deposit form.  She will not accept any faxes or any direct deposit forms that come w/o a deposit or withdrawal form.


Description:
I met w/ Julie.  Julie's next step  is going to be to check w/ Emily to see how they do things in Winston.  The credit union they had previously was Charlotte Metro but Julie told me they did not promote them very much.  All they did was hand out information.  She told me if they decide to offer us she will promote us with payroll stuffers and let me be availble in the conference room on a pay day Thursday to sign up new members.  I spoke w/ Mary Jane who is in charge of the other Charlotte location.  She told me she will go with whatever Julie decides.  I told Julie and Mary Jane that we could combine the locations in one request letter.  I am going to follow up w/ Julie at the end of the week.


Description:
I e-mailed Vernon today and offered to pay his association fee so that he could try Allegacy first hand.  I told him about the home equity special and the 36 month CD special.


Description:
Gave sales presentation at their monthly dinner meeting. Approximately 20 members were in attendance. Everyone seemed positive about affiliation and the group has decided they would like to move forward with the process. I left the paperwork with their sec-treasurer, who will fill it out and return soon.


Description:
I called to ask for initial meeting. I shared with her that Jamie Joyner's father works for this company and that we are opening up a new location this summer. Left voicemail for her to call me back to discuss.


Description:
I called and left a message for Patsy to offer our benefits for their employees. I explained that we are opening up a new office on 68 and we would love to partner with them. They have a national presence so I emphasized that we have other national companies in our field of membership.


Description:
Spoke with Chris about holding an enrollment for his staff. He said he has hired several new employees, but is still looking to hire more. He would like for us to visit in early April. He asked that I call back at the end of March to confirm a time.


Description:
Left a voicemail for Chris following up on setting an enrollment.


Description:
Left a voicemail for Lisa to set up an enrollment.


Description:
I received a voice mail message from Larry w/ questions about his personal account.  He tried to contact the call center and Huntersville FC but the phones were down.  I returned his call and left him a message.


Description:
I spoke w/ Pat to follow up on the member kits I dropped off.  She said she put them in the kitchen for anyone that wanted them.  I asked if she e-mailed them to let them know and she said that it is a small office so she just told them.  I also asked if she received the monthly specials e-mail and she told me that their Spam probably blocked it.  I asked if it would be ok for me to send her some of our specials for her to forward to her employees and she told me I could try.


Description:
Left a voicemail for Iris informing her I would like to email the affiliation paperwork for her to fill out and return. She has already agreed to partner with Allegacy.


Description:
Emailed Gail to inquire about paperwork status.

3/8/05 - Gail returned my email stating she will drop the paperwork in the mail tomorrow.


Description:
I e-mailed Phil and cc'd Laura to see if they have made a decision yet per Laura's request.  I also told Laura that I haven't had any luck contacting my teacher.  I have tried to contact him by fax, phone, and e-mail.


Description:
I tried to contact Shawn Hickman, the employee who Charlie contacted me about.  The phone number was disconnected and there were no memos explaining why he closed his account.  I e-mailed Charlie to let her know that I tried to contact the employee and I also asked how her about her accounts with Allegacy to make sure she is receiving excellent service.  Charlie responded that the phone number I had for Shawn is the same one she has.  She also told me that she has a savings and Christmas and everything is fine as far as she knows.


Description:
I received an e-mail from Kimberly letting me know that she is waiting to hear back from the other co-leaders about a meeting.


Description:
Left a message for Linda about enrollment.


Description:
Left a voicemail for Marlene to set up an enrollment. Company has changed its name to Piedmont Triad Anesthesia.


Description:
Scheduled enrollment for Winston-Salem office on Friday, March 18th from 8:00-9:30am.


Description:
Spoke with Denise about rescheduling enrollment. She said she still wants us to visit, however, needs more time to finalize a date. She will email me next week to confirm a time.

3/18/05 - Left Denise another voicemail to set up enrollment. I also sent her an email with available times and asked that she respond.


Description:
Emailed Greg to inquire about update on meeting with his office manager to discuss possible affiliation.


Description:
Left a voicemail for Angela to set up an enrollment.


Description:
Left a voicemail for Richard to set up an enrollment.


Description:
Spoke with Troy to follow up on the information packet sent. He expressed high interest in affiliation. He wants to review the materials more and asked that I call back in 2 weeks to speak again.


Description:
I called Michelle Starnes. They had called to solicit a donation for the Relay for Life event. I wanted to make sure we were able to get the word out to her employees about the benefits of membership.


Description:
Left a voicemail for Shannon regarding possible affiliation with Allegacy.


Description:
Left a voicemail for Greg to follow up on setting an enrollment.


Description:
Talk to Danita and she will call back about an enrollment in April 2005. Enrollment will be on April 26 at 1pm.


Description:
Mailed a 'thank you' card to group for dinner on Monday night. In my message, I mentioned I looked forward to working with them once they're affiliated.


Description:
I emailed Henry again about lunch and learn sessions. He asked me to give him three weeks to investigate and then he will get back with me on this.


Description:
I emailed Cathy Huffman to see if I could bring by the brochures on the medical resident program. Her email is chuffman @wfubcm.edu  Her phone number is 716-6702


Description:
I called to talk with Clay Perkins, the senior Associate minister. They have 150 employees at this church in Kernersville. They are located on Hwy 150 and are interested in offering Allegacy to his staff. Left message on his voicemail.


Description:
Karin Brock returned my phone call and was confused that her firm was even affiliated with Allegacy. I informed her that her group partnered with us in April 2000. I requested an on-site enrollment, however, she would not like for us to visit. She doesn't want anymore solicitation from credit union.


Description:
Talk to Keri about an enrollment. She will call back.


Description:
Emailed Judy regarding update and affiliation paperwork pick-up.

Judy responded saying the paperwork is in the mail.


Description:
Janni Holden called and requested we move the enrollment date to Thursday, March 24th, from 1:30-3:30. This is a payday for her staff.


Description:
Called and spoke with administrator about placing payroll stuffers in employees paychecks. She will do this for the next couple of pay periods. I am mailing her our stuffers today.


Description:
Spoke with Iris and received her permission to email affiliation paperwork. She will fill it out and drop it in the mail by early next week.


Description:
I sent Dawn an e-mail following up to see if she has had an opportunity to follow up w/ Tarun.  I offered to come and do a formal presentation for him.  I also sent her information on our home equity & 36 month CD specials.


Description:
I visited the student dining hall today.  I spoke w/ about 10 students and employees but was not able to sign anyone up.  I gave my business card to the 10 in the hopes that they will decide to join.


Description:
Called and spoke with Gina regarding possible affiliation with Allegacy. I am sending her our information packet today and will follow up. She is interested in our services.


Description:
Held enrollment with the following results: 1 new member, 1 checking, 1 direct deposit, 1 payroll deduction, 1 overdraft, and 2 AIG referrals (including referral for group insurance).


Description:
Called to reach Barbara again to confirm enrollment date. I left a message with her assistant. Barbara wants us to visit in April.


Description:
Left a voicemail for Doug to schedule enrollment for March/April.


Description:
Left a voicemail for Clinton to set up an enrollment.


Description:
Left additional voicemail for Vivian to set up an enrollment for March/April.


Description:
3/11/05 - Received affiliation paperwork.


Description:
Left a voicemail for Lisa following up on our last conversation to set up sales meeting.


Description:
I spoke w/ someone who told me that the person I would need to contact is Patty Darnell, Benefits Manager.  I left her a voice mail message.


Description:
I spoke w/ Julie.  She has decided to affiliate.  Julie hasn't had a chance to talk w/ Mary Jane yet and suggested I wait until Monday to contact her because she has so much going on today. Once I have Mary Jane's approval, I am going to combine the two companies into one request letter and have Julie sign.  We completed the factors to consider form over the phone.


Description:
I contacted the HR department number and actually spoke w/ Elaine who is the person we met when we dropped off the tickets.  She told me Gae has been out of the office quite a bit the last couple weeks.  She is feeling better but she has had some other things going on.  Elaine told me our information is still at the top of the stuff on her desk and she was very positive.  She told me Gae will be back on Monday.


Description:
I spoke w/ Jill and scheduled a meeting for March 22nd to discuss offering Allegacy to her members.  This Lake Norman association has 150 members.


Description:
I tried to contact Lori today but I got her voicemail.  I sent her an e-mail asking for a meeting.


Description:
I e-mailed Amy and requested a meeting to talk about offering Allegacy in addition to their corporate credit union.  I also e-mailed Eric to thank him for his help and to let him know I contacted Amy.


Description:
I received an e-mail from Kimberly asking if I can attend their meeting next Wed at 7:30pm.  Unfortunately I have a conflict so I replied that I would not be able to attend next week but would be available to attend next month's meeting.


Description:
I spoke w/ Kimberly to verify there is no cost involved for the 1/2 page ad we will be advertising their eligibility per Cheryl's request.  There is no cost.


Description:
Held enrollment with the following results: 3 new members, 2 chk, 3 DD, 3 P/D, 1 HC, and 2 PFPs.


Description:
3/14/05 - Received affiliation paperwork.

Sent Gail Hess a 'thank you' email.


Description:
Left a message for Ken Babb to follow up on affiliation status.


Description:
Spoke with Terry to follow up on affiliation status. She said they are reviewing the materials and will make a decision soon, however, she was out of the office this past week due to an unexpected medical complication, which delayed the decision process. She still expresses interest in credit union.


Description:
Left additional voicemail for Irving regarding possible affiliation with Allegacy.


Description:
Called to reach Pastor Whitfield again. He was not in the office. Will try back later.


Description:
Called and spoke with David Tate regarding possible affiliation with Allegacy. I am sending him our information packet today and will follow up.


Description:
I e-mailed Barbara to get information about the free clinic that they have started in Matthews to send to John.  When I dropped the cookies off Barbara told me about this clinic that her CEO had helped start and asked if Allegacy could make a donation.  She mentioned that it would look really good if she could mention that we supported the clinic when she presents offering Allegacy to him.


Description:
Called to reach Marlene again regarding enrollment. Did not leave a message.

3/18/05 - Left additional voicemail for Marlene to set up enrollment.


Description:
I received an e-mail from Lori letting me know that she will be on spring break vacation with her family on the 30th but that I can meet w/ Ruth Miller, HR Director about the credit union piece & Anne Reitzes about the membership piece. I e-mailed Ruth & Anne.  Ruth replied to let me know that she is available to meet on the 30th.


Description:
I spoke w/ Dutch to see if she would be interested in participating in the Hemby Children's Golf Classic on behalf of Allegacy.  She is currently taking lessons so she is not ready to play yet, but she told me to keep her in mind for other events.  We are meeting Thursday for me to pick up the request letter, factors to consider form, and by laws.  She wants us to put a 1/2 page ad in their June newsletter.


Description:
I left a voice mail message for Mary Jane to make sure she was fine w/ affiliating.  I spoke w/ Julie who told me Mary Jane was going to affiliate also but would like me to mail her some information since she doesn't have time to meet.  I e-mailed Julie and Mary Jane the request letter for Julie to sign.  I mailed Mary Jane info.  I e-mailed Belinda the two factors to consider forms.


Description:
Enrollment at Kernersville off.(5 new members,4ch acct,4 direct deposits,1 visa appl,1 pfp,1 auto loan,3 payroll ded,2 ovedraft prot.)


Description:
Left a voicemail for Pat to set up an enrollment.

Pat returned my call and set up enrollment for Friday, April 8th from 2:30-4:30.


Description:
Left a voicemail for Joyce to set up an enrollment.


Description:
Spoke with Debbie about holding an enrollment. She said most of her staff are already members and she doesn't feel the need for us to visit. I informed her that we would be happy to visit in the future should she decide the need. They currently have 8 employees.


Description:
Spoke with Allison about setting up an enrollment. She is checking with her staff and plant manager, and will call me back with a date and time.


Description:
Left a voceimail for Mary Ann informing her that Lantal had been approved and we would like to hold an enrollment for her staff.

Mary Ann returned my phone call and we are working out times to hold enrollment.


Description:
Spoke with Cheryl informing her we approved Keystone's changes. Also set up enrollment for Wednesday, April 13th from 2:00-3:30.


Description:
Spoke with Laura's assistant regarding possible affiliation with Allegacy. They are currently affiliated with Truliant, however, agreed for me to send our information packet. I am mailing this today and will follow up.


Description:
Left a voicemail for Julie to set up an enrollment.


Description:
Held enrollment with the following results: 1 holiday club, 1 payroll deduction.


Description:
Board approved name change from Baptist Behavioral Health to Keystone Education and Youth Services, LLC.


Description:
I e-mailed Jerry to see if he and Maggie are available to meet w/ me and Belinda on April 5th.  I also offered them both Bobcats tickets.


Description:
I received an e-mail from Steve letting me know they are in the process of looking at their benefits package and he doesn't think a formal presentation to the board will be necessary but he will let me know if anything changes.


Description:
I e-mailed Sherri to see if we could do the How To Buy A New Car seminar on April 28th.


Description:
Charlotte Orthopedic and Miller Orthopedic Clinic merged 2/10/05.  They now have 80 physicians and over 600 employees at 19 locations. I'm going to contact them in May once everything from the merger has settled down.


Description:
Received voicemail from Irving referring me to speak with Denny Walker, President/CEO. I called Denny and spoke with him about possible affiliation with Allegacy. He was very interested because we had 2 Kernersville locations. I am sending him our information packet today and will follow up.


Description:
Left Pastor Whitfield a voicemail inquiring to see if he had received our information packet. I requested he call me back to discuss benefits.


Description:
Called and spoke with Shannon regarding possible affiliation with Allegacy. I am sending him our information packet today and will follow up.


Description:
Left a voicemail for Maurice to set up an enrollment.

3/18/05 - Sent Maurice an email with available dates and times for Allegacy to visit on-site.


Description:
Left a voicemail for Guy requesting to set up an enrollment.


Description:
Joyce returned my call and said she would like to set up an enrollment for late April. She asked that I call back in 3 weeks to get scheduled.


Description:
I received an e-mail from Amy letting me know that they have a no solicitation policy which limits other parties coming in to try to gain business from their partner’s unless it is corporate sponsored. I replied to thank her for her reply and to ask her to contact me if anything changes and she is interested in learning about Allegacy.


Description:
I e-mailed Gae to schedule a lunch meeting for Mrch 30th. Gae replied that she would be able to attend.  I e-mailed her to confirm the time.


Description:
I received an e-mail from Gae accepting the 12:00 lunch.


Description:
I e-mailed Kimbery to make sure that she only needs the verbiage for the ad not the actual layout.  Kimbery replied letting me know that she will find out and let me know today or tomorrow.


Description:
I e-mailed Greg to see if he is available to meet April 5th.  Greg replied letting me know Moss Supply currently has a relationship with Coastal Federal Credit Union.


Description:
I e-mailed Linda to see if she would like Bobcats tickets.


Description:
I e-mailed Carolyn to set up a meeting for April 5th.


Description:
I tried to contact Hugh twice to follow up but the line was busy both times.


Description:
I spoke w/ Julie to follow up on the request letter.  She mailed it to Belinda.


Description:
Left voicemail for Mary Ann to set up enrollment.

Set up initial enrollment and presentation to staff for Thursday, April 21st. 8:15am, 10:00am, 4:15pm.


Description:
Called and spoke with Sherry informing her that Lake Norman Realty was approved. I also mentioned we do on-site enrollments if there is interest. She will check with her staff and get back to me if she sees a need for us to visit.


Description:
Followed up with Darryl to set up enrollment for April. He does want us to visit and will call me back with a date and time.


Description:
Left a voicemail for Greg to set up sales meeting for affiliation.


Description:
Left additional voicemail for Clinton to set up enrollment.


Description:
I tried to contact Jane but she is out sick today. I asked for an e-mail address but the receptionist didn't know what it would be, if she had one.


Description:
Left a voicemail for Tonya, executive director, regarding possible affiliation with Allegacy. This group has 57 employees.


Description:
I e-mailed Jackie and Tracy to schedule a short meeting for their senior team on April 5th.


Description:
I spoke w/ Kalif Khalifah about the writers association he is creating.  He would like to be able to announce that anyone who joins the association will be eligible to join Allegacy at their initial meeting June 3rd.  I explained that in order for the members to be eligible I would need to receive the request letter, factors to consider form, and a copy of the by-laws by May 1st so that we can get them approved in time.  We completed the factors to consider form over the phone today.  Since the organization has not been formed yet, everything right now is subject to change.  He does have by-laws but they are not concrete yet.  He is confident that the association will start w/ 6 members and then have the opportunity to grow to about 350.
He asked me to send him information on Allegacy.  I offered to meet with him to talk about the benefits but he has asked that he have the opportunity to look over the information first.  He seems very interested in Allegacy but it sounds like he isn't completely committed to us.  He is definitely interested in offering a credit union.  My concern is that since his physical location is closer to Truliant and Coastal, we may lose him if he starts shopping around.  Since Ashley seem to have a great repore with him, I asked her to continue cultivating the relationship if she has an opportunity to do so.  I will do the same. I mailed him a prospect packet.


Description:
Spoke with Deborah to inquire about polling her employees regarding affiliation. She said they are already with Members Credit Union and her employees did not express any interest in adding another. With the lack of interest, she felt it was not necessary to affiliate. Will mark as lost.


Description:
Spoke with Cathy about setting up an enrollment. She said there have not been many new hires since our last visit. She will talk to the doctors to receive their approval about another enrollment. In the meantime, I have mailed her 5 new membership packets.


Description:
Followed up with Angela on credit union benefits. She took the information to Ronna Vaden, HR manager, but there didn't seem to be much interest. The company does offer direct deposit. I will contact Ronna to discuss benefits.


Description:
Talk to Keren about en enrollment.We have to call her in May 2005 about day and time to do enrollment.


Description:
Emailed Michelle a poster with the announcement of the seminars on April 5 in Meisenheimer and Aprl 6 in Charlotte campus.


Description:
Held enrollment with the following results: 2 new members, 1 chk, 1 DD, 1 P/D, 1 youth account, 1 mortgage referral, and 1 auto loan.


Description:
Left a voicmail for Melissa requesting to take her and her manager out to lunch to discuss the credit union. We would like to see if they will allow Allegacy to visit again for an enrollment, or possibly do another banking day for their staff.


Description:
I left a voice mail message for Jerry following up on the Bobcats Tickets I offered him in my previous e-mail.


Description:
New enrollment scheduling on April 13 from 11-3.


Description:
Left a voicemail for Dave Rickard following up on the paperwork status.


Description:
Sent Iris an email regarding the status of their paperwork.


Description:
Left a voicemail for Carolyn regarding possible affiliation with Allegacy. We had spoken last summer, and she asked that I follow back up with her when Allegacy was closer to adding in the High Point FC and ATM.


Description:
Called and spoke with their HR director. She commented that Capri Industries is on the verge of going out of business due to losing significant business to overseas. I informed her I would still be happy to send our information packet for her to review. She was very appreciative, however, did not feel it was something the company could do with their current standings. Will mark as lost.


Description:
Spoke with Neil to follow up regarding an enrollment. He requested that I send 5 packets, along with all the necessary forms in order for his staff to sign up and mail in. He doesn't feel the need to have an on-site enrollment. Will drop this in the mail today.


Description:
Received email from Maurice scheduling enrollment for Wednesday, April 6th from 8:45-10:45.


Description:
I dropped off 25 member packets for Diann.


Description:
I received a call from Diann requesting member kits.


Description:
I contacted Jerry but he asked to call me back because he is in the middle of something.


Description:
I met w/ Jill.  She is interested in presenting us to her board of directors.  The only problem with bringing in this association is that the members do not have voting rights.  I will have to talk w/ Belinda about this group before pursuing any further.


Description:
I e-mailed Anne again to see if she is available to meet w/ Belinda, Ruth, and I on the 30th.


Description:
I e-mailed Vernon to see if he is available to go to lunch on April 5th.


Description:
I left a voice mail message for Leigh Ann to see if she would like Bobcats tickets.


Description:
Coastal is close to their facility and I believe they have an automated service on site.  I e-mailed Darlene letting her know that Coastal is a great credit union and if their situation changes or she would like more information on Allegacy to let me know.


Description:
I spoke w/ Charlotte.  They have thought about offering a credit union in the past but the employees were not interested.  I explained that many times people are not familiar w/ credit unions or the benefits and offered to do an educational seminar. They have training seminars that are scheduled at the beginning of the year for the entire year.  She told me she would ask to see if they are interested in having us come out to do an educational seminar.  I mailed her our seminar sheet, product sheet, and rates.


Description:
I received an e-mail from Tina letting me know that she finally had a chance to review our information.  She asked Corporate America to give them a comparison of the same services and didn't see a real advantage to making a change.  She told me she would keep our info on file and review our services again when they review benefits.


Description:
3/23/05 - Received affiliation paperwork.

Mailed Denny Walker a 'thank you' card.


Description:
Followed up with Melissa Kiger about doing lunch. She said they have hired Joanna Williams as their new HR Director and they are too busy right now hiring new employees. On average, they are hiring 25 new people per week. They currently have 1,500 employees. Melissa is going on medical leave next week for 2 months. She asked that we gather information about new credit union items and promotions and mail them to her for review. She offered to look at the materials first and then possibly do a conference by phone.


Description:
Called and spoke with Russ to follow up on our last conversation. He informed me Tangent Analytics was recently bought out by a bank technology firm in Winston-Salem. The new group will not allow credit union benefits. He thanked me for the call and apologized. Will mark as lost.


Description:
Left a voicemail for Christopher Fitzgerald regarding possible affiliation with Allegacy.


Description:
I met Shelley Bratton, Community Financial Development Director at the Center City luncheon today.  She was very interested in offering a credit union to the employees.  Shelley e-mailed me to let me know that they currently offer Charlotte Metro.  I replied letting her know the differences between Charlotte Metro and us and told her that we have some companies that will offer both.


Description:
I e-mailed Shelley to let her know that we currently have YMCA Northwest North Carolina in our field of membership.  I left a voice mail message for Lynn Beuter who is the Associate Executive Director of the West Forsyth YMCA to see if she can direct me to the preson I would need to speak with.  I received Lynn's name from Laura w/ AIG.  Lynn returned my call and told me that the Charlotte YMCA is a completely separate association and she does not have any connections there.


Description:
I spoke w/ Tracey.  They have not moved to Huntersville yet but she would like for me to call her back the first week of April to set up a meeting since there are some employees who are working up there now.  She thought offering a credit union would be a good idea to help push their direct deposit.  They currently have 25 full time employees and 10 temps.  They plan to hire 10-15 more once they are in Huntersville.


Description:
Dave returned my call and we spoke about affiliation. He said the association will join, however, they have to have official approval from their board, which will meet in late April. After that, he will submit affiliation papers to Allegacy. He also inquired about setting up business accounts and depositing money in them from the community programs they run.


Description:
I e-mailed Maggie to see if she is available to go to lunch on April 5th.  Maggie replied letting me know she is not available to meet for luch on the 5th and has decided to give the information to the Great Place To Work Committee to review.  The committee meets every other week or so.  If the committee decides the employees would value credit union services then they will contact me at that time.  I replied thanking her and letting her know that if the committee is interested in more information, I would be happy to meet with them.


Description:
I e-mailed Gae the completed request letter and asked her to bring it with her to our lunch meeting.  I e-mailed Gae to see if she would like Bobcats tickets.


Description:
Received a phone call from Dick Hensel regarding possible affiliation with Allegacy. I mentioned that we had spoken with his son David in the past. (Dick was not aware of this). The company does not offer direct deposit, however, Dick may be interested in it. I am sending him our information packet today, and will follw up. I also included the brochure from Flex-Pay.


Description:
I e-mailed Charlie to offer her Bobcats tickets.  Charlie replied to let me know she would like them.  I dropped them off.


Description:
Talk to Carolyn about en enrollment.We need call her on Summer 2005.On this time she will not recom. enrollment.


Description:
Left a message for Regina about an enrollment and luncheon on May 4 2004.


Description:
Talk to Debra Perkins about enrollment. She will call back about April 14 staff meeting presentation.


Description:
Barbara is the owner of Kinney Stamp and Engraving who just merged with Carolina Marking Devices.  I used to do business with her when I worked for Copy Cat Printing.  I left Barbara a voice mail message.


Description:
I spoke w/ Kelly.  They currently offer Carolina Cooperative and are not interested in offering an additional credit union.


Description:
I e-mailed Cheri to see if she is available to meet with me April 6th.


Description:
I tried to contact Kimberly but I got her voice mail.  I'm going to e-mail what Cheryl gave me to her and ask her to let me know if she needs anything more from us.  I e-mailed the verbiage Cheryl sent me.


Description:
Held enrollment with the following results: 20 new members, 20 checking, 19 direct deposits, 15 P/D, 6 holiday clubs, 3 overdrafts, and 5 PFPs.


Description:
Mailed 20 new membership kits with direct deposit forms at Janni Holden's request.


Description:
Sent School of Medicine new membership applications.


Description:
I received an e-mail from Gae letting me know she will have to let me know a time frame for switching credit unions after she has checked with her CEO and CFO.  I replied to thank her for the update.


Description:
I received an e-mail from Anne letting me know she has an appointment w/ Charlotte Sting at 10:00 that she has rescheduled already and prefers not to reschedule again.  She asked us to meet with her before or after our meeting w/ Ruth.  We are going to meet w/ her at 10:30 am and then Ruth at 10:00 am.  I e-mailed Ruth to see if she is available to meet at 10:30.


Description:
I tried to contact Jill but I got her voice mail.  I am going to let her know that NCUA will not approve their membership unless they have voting rights but that they could establish representatives that vote on behalf of the membership and that would qualify.


Description:
Scheduled enrollment for Monday, April 11th from 9:30-11:30.


Description:
Meeting set up for Monday, April 4th at 2:00 to discuss implementation of the atm and getting the paperwork to affiliate.


Description:
Left another voicemail for Barbara regarding enrollment.


Description:
Left a voicemail for Gay regarding an enrollment.


Description:
Left voicemail for Darryl regarding enrollment.

Darryl returned my call and said he wants to hold enrollment in mid-April, however, wants to check with his staff first before he finalizes time. He will call me back next week to confirm.


Description:
Left voicemail for Doug to set up enrollment.


Description:
Left a voicemail for Gina to follow up on the information packet sent.


Description:
Called to reach Debbie Walker. She was not in the office. I mailed our information packet to Greg Henshaw's attention.


Description:
Left a voicemail for Ellen to follow up on information packet sent.


Description:
Called and spoke with Terry to follow up on our last conversation. She said her managers were too busy to make a decision on affiliation right now and didn't feel this was of high importance. She suggested I try back in a few months. Will mark as lost for now.


Description:
Left a voicemail for Pam requesting to hold an enrollment. Wendy Ruiter, former HR contact, is no longer with Dynea Overlays.


Description:
Spoke with Sam about holding an enrollment. He said that would be fine, but asked that I call back next week to set a time.


Description:
Called and spoke with Gail about possible affiliation with Allegacy. She said they are already affiliated with Corporate America Credit Union and are not interested in adding another CU. Will mark as lost.


Description:
Belinda and I met w/ Ruth and Anne.  They were both interested in offering Allegacy.  The next step is for them to talk w/ Lori, the CEO about it.  Ruth is going to check w/ others in the company to see if they have been offered a credit union affiliation in the past.  She has only been with the organization for a year.  Anne thought we would be a great addition to their membership but is going to have to make sure that it is ok for them to link to our website and she also requested we look into offering a special business checking account for non profits.  They currently have troop accounts w/ Wachovia and have a great relationship w/ them but recently Wachovia has started charging them for checking accounts so they are looking for another checking account to offer their leaders.  Lori is on vacation this week so Anne suggested I contact them in two weeks.  I e-mailed Ruth and Anne to thank them for the meeting.


Description:
I received a call from Tracy in response to the e-mail I sent requesting we meet w/ their senior team April 5th. Tracy asked me on behalf of Jackie if we could meet the 19th instead. I e-mailed Tracy and Jackie that we have a conflict and requested that we schedule the meeting for April 28th or May 3rd.


Description:
I met Sarah at the Chamber luncheon today.  I e-mailed her to see if she could help me procure a meeting with her HR Director.


Description:
Left a voicemail for Bob to schedule an enrollment.


Description:
Spoke with Vivian about setting up an enrollment for April. She is going to check with Lorie Shields in payroll and have her call me back with a date and time.


Description:
Left a voicemail for Allison following up on the enrollment date.


Description:
Left final voicemail for Jenny regarding possible affiliation with Allegacy.


Description:
Left a voicemail for Iris regarding the status of her affiliation paperwork.


Description:
I e-mailed Ellen and Megan to see if they are interested in offering credit union services to their members.


Description:
Emailed Ken Babb regarding the status of his affiliation paperwork.


Description:
Left additional voicemail for Lisa to set up sales meeting.


Description:
I tried to contact Jennifer but she is out of the office today.  I sent her an e-mail requesting a meeting next Wed.


Description:
Belinda and I took Gae to lunch.  The meeting was very positive.  Gae wants to switch over to us but she has to check w/ her CEO.  Johnny w/ PACU contacted her CEO and her CEO asked her to give them another chance.  Gae is going to talk w/ her CEO and let him know she would still like to switch to us.  We talked w/ her about the ATM and she would prefer to have it in the hospital.  She also told us that Lowes is not very happy w/ PACU but that it was an executive decision and that they are locked in.  She didn't seem to have any strong connections at Lowes.  Gae asked met to check back w/ her mid next week.  Belinda and I drove by the new PACU site loction.


Description:
Mailed Joanna a new information packet on Allegacy regarding new promotions, products, and services. I will follow up with her next week to set up a time for a telephone conference to discuss growing her employees participation.


Description:
Spoke with Robin about sending him membership kits to distribute to his employees, who mainly do field work. I am mailing him 15 kits and all necessary forms.


Description:
I left a voice mail message on the company answering machine.  I received information from the Clt Chamber that this company is a new member.  The report listed 160 jobs.


Description:
4/1/05 - Received affiliation paperwork.

Spoke with Dick Hensel who has agreed to offer direct deposit to his employees through Allegacy's secured website.


Description:
Patsy said that they will not offer another credit union to their staff. They will allow them to have direct deposit to Allegacy but she will not do anything to promote the relationship.


Description:
I spoke w/ someone at one of the Clt locations who told me I would need to call corporate in LA 800-747-3322.  They have 300 employees in Clt.


Description:
This company is a division of Ingersoll Rand so I did not pursue them per Ike's request.


Description:
I spoke w/ Kim who is the benefits coordinator in Greensboro.  Their corporate location is in Greensboro.  They currently have Members CU but have very little participation because their employees are truck drivers who travel across the US.  I told her that we have a national strategy in place that may be more beneficial to her emploeyees.  They have locations in Kernersville and Charlotte as well.  There are about 50 employees in Clt.  Kim is busy w/ insurance now but asked me to contact her in June to set up a meeting to talk about our national strategy.


Description:
I spoke w/ Linda Blake who told me I would need to speak w/ Dave Aldridge in Tennesee.  Linda was very interested and is thinking about going up to Huntersville to open an account even if the company will not permit a local credit union.  I e-mailed Dave to see if he would allow a local credit union.  This company is located off of Exit 18 and has 33 employees.


Description:
I could not find a phone number for this company.  They have a warehouse off of Exit 18.  I sent an e-mail to HR through their website.


Description:
Spoke with Deborah about promoting Allegacy's visit tomorrow on-site. She said she has posted our flyers all over the breakrooms, in addition to announcing our enrollment times and promotions. As far as premiums, she thought popcorn would be great.


Description:
Carolyn called me because she was afraid I was not receiving her e-mails since I didn't reply to the two she sent regarding the meeting on April 5th.  I'm glad she called because I didn't receive her e-mails.  We confirmed the meeting on Tuesday, April 5th at 10:00 am.  Belinda and I will meet her and a few other officers at Huntersville FC to show them the space that they will have to exhibit artwork.


Description:
Left a voicemail for Shannon to follow up on the  information packet. I requested a sales meeting once he has reviewed our meterials.


Description:
Spoke with Troy Robertson to follow up on our previous conversation. I set up a sales call for Tuesday, April 26th @ 2:00.


Description:
I left Melissa a message following up to find out if they are interested in offering Allegacy to their employees.


Description:
Mailed 15 new membership kits at Lynne Haywood's request.


Description:
I spoke w/ Julie.  They recently became involved in a joint venture out west that has Julie swamped w/ new employees.  She is not interested in switching any benefits at this time.  They currently offer Truliant.  She will keep us in mind if anything changes in the future.


Description:
I contacted this company because they are opening an office in Mooresville.  Unfortunately they only have 5 employees and only go to Mooresville on Tuesdays.


Description:
I left a voice mail message for Maia who is the benefits manager in Virginia.  Corporate is in South Africa.  The Bus Journal lists the number of local employees at 65.


Description:
I e-mailed Robert Forquer to see if he is interested in offering credit union services to his employees.


Description:
I tried to contact Jill.  I did not leave a message.


Description:
I tried to contact June but I got her voice mail.  I tried to contact the main number twice to get her e-mail but it was busy.  I tried again but I got the company voice mail.  I'll try again tomorrow.


Description:
I tried to contact June.  I left her a voice mail message.


Description:
Merrill Vannoy, Michael Williams, and I attended their company outing in Boone.  We presented Allegacy to the members and signed up 3 new members. Jimmy's daughter promised to come to our Huntersville FC to sign up for a checking account.  She lives in Huntersville near Birkdale. We talked to 11 people about cd's.  Most of them were retired and very interested in our CD's. We also spoke w/ one about our business accounts.  I talked to Belinda about sending them information on our cd's in the followup mailing she is planning.  Merrill and Michael were very enthusiastic and I enjoyed working with them at this event.


Description:
Belinda, Keri, and I met w/ Carolyn today.  She was very interested in exhibiting artwork in our financial center.  Keri showed us which wall space we could use for the artwork.  Carolyn was also very interested in opening a business checking account for the organization.  I am going to mail her a business account packet.  We explained that there would not be much traffic at first since the financial center is new and that we would have wall hangings in place that the artwork would have to fit.  Carolyn suggested that we get strips that would hang across the wall so that any size artwork would work w/o adding holes.  Keri is going to look into it.  We also mentioned that we would need a non-liability contract.  These were John Williams's three requirements.  We also talked about doing an opening once a quarter when we switched the artwork out. Their membership dues are $48/year.  We suggested they create an associate membership for $10 to help create a revenue stream.  We explained that they would be competing w/ other associations who offer $10 dues.  I e-mailed Delta Fine Arts associate membership form to give her an idea of the associate membership we are talking about.  Carolyn asked if they could advertise events in the financial center.  Keri told her we could promote the events on our plasma.  They will be partnering up w/ Ada Jenkins to have an event at Birkdale on June 11th. Carolyn would like me to attend to sign up new members.  Carolyn asked me to follow up between the week of the 18th and 22nd.  They have an executive meeting on the 22nd.  She is hoping to have the paperwork ready for me shortly after the 22nd before she goes on vacation.


Description:
I received a call back from Maia.  They currently offer a corporate credit union in Virginia and all benefits have to be corporate wide.  I explained to her about the shared branch network.  She is going to keep my information on file in case their policies change and they are interested in offering local credit unions.


Description:
I spoke w/ Tracey.  We scheduled a meeting May 3rd at 11:00 am.


Description:
I left a voice mail message for June.  June returned my call.  She was in a very bad accident 3 weeks ago so she has been in and out of the office a lot.  She also told me that since they have acquired a new company she has had her hands full with the new employees. Credit union services are not high on her priority list.  She told she would not have time to think about credit union beneifts until the end of the year and I am welcome to contact her then.


Description:
Held enrollment with the following results: 5 new members, 3 chk, 3 DD, 4 P/D, 1 HC, 2 OD, 1 business account, 1 loan, and 2 PFP.

Belinda Wilson also attended.


Description:
Held enrollment with the following results: 1 new member, 1 chk, 1 DD, 1 OD, 1 P/D, and 1 PFP.


Description:
Conducted an e-Services and WebBanking seminar to 3 employees. 5 people were scheduled to attend.


Description:
Called and spoke with Clay Perkins regarding possible affiliation with Allegacy. He mentioned Belinda had previously left him a message and there was definitely interest from his staff. I am mailing him our information packet today and will follow up. He said there are about 100 employees at the church.


Description:
Mailed information packet to Belinda Shaw. This company has 50 employees.


Description:
Mailed a story board for each phase of credit union roll out to Joe Wieneke. Called to make sure he received.


Description:
Mailed 15 packets of popcorn to Jimmy Gentry's attention.


Description:
Held enrollment with the following results: 7 new members, 6 chk, 4 DD, 8 P/D, 4 OD, and 1 loan.


Description:
I attended the health fair today.  I gave out quite a few packets. Many employees told me they are planning on going to the Huntersville FC to open accounts.  I also spoke w/ a few students who are considering opening accounts.   I signed up 5 new members, 1 checking account, 1 direct deposit, 2 payroll deductions, 1 holiday, and 1 vacation account.  I also spoke w/ an employee who would like someone from equity to contact him about a home equity for a property in SC. And a vendor who would like business services to contact them about a business account.  I also met someone who works for the American Red Cross and gave me a person's name to contact about affiliating.  Since I haven't had any luck getting the person I have been trying to contact to return my calls or e-mails, I am very excited about getting another contact.


Description:
I talked with Chip today about affiliation. They are right down the street from our headquarters. I mailed him a packet of information. He does offer direct deposit to his employees. He wanted to know what the qualifications for membership were.


Description:
Left additional voicemail for Gina to follow up.


Description:
Employees from Salem Leasing were told they were eligible for membership at Allegacy and tried to open accounts in Kernersville. According to Salem Leasing, they thought they were affiliated with Allegacy. I called and left Yuanita in their payroll department a voicemail stating that her company was not eligible for our benefits, however, I could get her company signed up. I asked her to return my call to work out.


Description:
Left a voicemail for Brad Myers regarding possible affiliation with Allegacy.


Description:
I received an e-mail from Cheri letting me know that she is not interested in adding any new benefits this year but for me to contact her next year.


Description:
I tried to contact this company twice this week but no one answered.  I left a voice mail message on the company mailbox.


Description:
I spoke w/ Mark who told me to call corporate in Detroit.  He wouldn't give me the number of Charlotte employees.  He told me that information would come from corporate.  I left a voice mail message for Mike Huxley in Detroit.  Mike returned my call and asked me to mail him information.  I asked for his e-mail address and he suggested we start w/ mailing him info first.  I mailed a packet.


Description:
I spoke w/ Ron.  The business journal listed the number of employees at 87 but Ron said they were a small company.  He was in the middle of something so I didn't press further for more information.  He agreed to let me e-mail him information about us.  I e-mailed him information


Description:
I left a voice mail message on the company mailbox.


Description:
I tried to contact this company but the phone is no longer in service.


Description:
I e-mailed Gae to see if she has had a chance to talk w/ her CEO and to offer her the last two Bobcats tickets.


Description:
Laura e-mailed me to let me know that Philip has decided not to join Allegacy because of lack of interest by the employees.  She told me they may revisit it in the fall.  I replied to thank her for the update and ask her to contact me if they decide they would like to join in the future.


Description:
4/8/05 I sent Patty LeClaire an e-mail asking if they are interested in affiliating.  I met Sue Winter-Hallman, a red cross employee at the Davidson College health fair and she asked me to contact Patty about credit union services.


Description:
Held enrollment with the following results: 1 new member, 2 chk, 2 DD, 2 P/D, 2 OD, and 2 PFPs.

Julie Davis informed me they currently employee 23 people. I have made this change in SEG Mgr.


Description:
I spoke w/ Nick.  They only have 7 employees so he isn't interested in offering credit union services.


Description:
Held enrollment with the following results: 1 new member, 2 chk, 3 DD, 1 P/D, and 1 HC.

Belinda Wilson was also in attendance.


Description:
I spoke w/ someone who told me I would need to contact corporate in Indiana.  They only have 8 employees and they are located at Southpark so I am not going to pursue this company.


Description:
I spoke w/ the owner.  He was not interested.


Description:
Left a voicemail for Shannon requesting a sales meeting. I mentioned that Belinda and I would be in Greensboro tomorrow and would like to meet with him in the morning.


Description:
I spoke w/ Natalie who is not interested in credit union services.


Description:
I spoke w/ someone in the Clt office who told me to contact HR in Virginia.  There are approximately 20 employees in Clt. I left a message on the HR voice mail.


Description:
I contacted corporate but was transferred to their corporate credit union, Breco CU in Batton Rouge.  Ina Kendall told me to e-mail her a proposal for her to present to their CEO.  I checked w/ Belinda to see if I should proceed.  Belinda advised me to hold off until we can discuss it further.  Ina Kendall's e-mail is brecoickendall@eatel.net


Description:
I e-mailed Linda to get an e-mail address for Kara Newport Page, VP of development.


Description:
I received a call from Pat.  They are not interested in offering credit union services at this time.


Description:
I spoke w/ Melissa who is at corporate in Lincolnton.  There are only 6 employees in Charlotte.  The rest of the 75 are in Lincolnton.  Melissa told me they have looked into offering a credit union in the past but decided against it because so many of the employees are anti direct deposit.  She is going to talk w/ her CFO about us and let me know if they decide to pursue a credit union at this time.


Description:
Gae e-mailed me to let me know that she has not talked w/ her CFO yet but will let me know as soon as she does.  She didn't say anything about the Bobcats tickets.  I replied to thank her and ask her if she would like the tickets.


Description:
Rescheduled enrollment for Friday, May 13th from 2:00-3:30.


Description:
Received a voicemail from Debbie regarding credit union benefits. I returned her call and left a voicemail requesting a sales meeting in late April. She was positive towards the idea of adding a credit union.

Sales call set up for Wednesday, April 27th @ 2:30.


Description:
Called and spoke with Roger Gordon about possible affiliation. He seemed very interested in our services and has requested more information. I am sending him our packet today and will follow up.


Description:
Received a call from Gina Fritts about affiliation. She commented she was wanting to offer more benefits to her staff at no-cost, and was highly interested in the credit union. She plans on submitting the affiliation paperwork by the end of April and will call me with any additional questions.


Description:
Linda e-mailed me Kara's e-mail address.  I e-mailed Kara to set up a meeting.


Description:
New membership director is Stephanie Garnett. Her extention is 24. I gave her information to add their application and verbiage to our website. I asked her to email me the information. When I receive it, I will post on our website and the intranet site on the grapevine.


Description:
I e-mailed Nena to offer her Charlotte employees credit union services.  I asked her to meet with me on May 6th.


Description:
Left a message for David Tate following up on the information packet sent.


Description:
Called and spoke with Iris again. She apologized for not submitting paperwork yet. They are very busy at the plant, and she had to temporarily backburner the credit union. I reminder her how to affiliate, and she said she will get to it as soon as she can.


Description:
Called and spoke with Donna in HR about possible affiliation with Allegacy. I told her about our new location in Greensboro located about 2 miles from their main office. Beverly Boyd will be our main contact, she is in charge of employee benefits. I am mailing Beverly our information packet today and will follow up.


Description:
Left a message with operator for Belinda Shaw in regards to a follow up on information packet. Belinda was out of the office, but will return tomorrow. Will call her back then.


Description:
Left a voicemail for Susan regarding an enrollment for late April/May.


Description:
Left a voicemail for Jennifer about scheduling Allegacy to attend their annual summer benefits fair.


Description:
Called and spoke with Vivian about holding enrollment. She followed up with Payroll and Lorie Shields should be calling me back within a week with date and time.


Description:
I e-mailed Ruth and Anne to follow up to see if they have had a chance to talk w/ Lori.


Description:
I met Kelly at the Real Estate Conference today.  She gave me Phyllis' contact information to contact Cannon School, a private school located in Concord, about credit union services.  Kelly wasn't sure how many employees the school has but she said it was over 50.  I sent Phyllis an e-mail requesting a meeting.


Description:
Scheduled to attend their annual benefits fair on Wednesday, May 18th from 8:00-4:00pm.


Description:
Left a voicemail for Bob regarding an enrollment for April/May.


Description:
I emailed Joe to let him know that I will be gone next week and that I have sent to him a copy of our new annual report. I asked him to give me an update on where they are in the process.


Description:
I called and talked to Dean to get updated on eveything. He said that the atm will be delayed until late June early July because of construction on the building. They are aware that this step is necessary to add the credit union. 

I also asked about the car promotion for the employees. He said that his boss loved the idea and that he will contact me when they are ready to start on the project. 

He has two children, a duaghter that is 17 and a son that is 15. His birthday was April 13th. Elizabeth, his assistant's b-day is April 25th.


Description:
I received an e-mail from Ruth letting me know she has not had a chance to talk w/ Lori.  They had their annual meeting last week and staff meetings this week. She plans to review with her as soon as possible. I replied to thank her for the update and let her know I will check back with her in a couple weeks.


Description:
I left a message for Gail on her voice mail.  I asked the receptionist for Gail's e-mail address and she told me they are not allowed to give out e-mail addresses. Gail returned my call.  Merck offers several credit unions to their employees in NJ.  She is going to find out who the person is that I need to contact about the Charlotte employees and have someone call me.


Description:
I e-mailed Kathlene to see if she has had a chance to talk w/ Mary about offering us.


Description:
I e-mailed Doug to offer his Huntersville employees a local credit union.


Description:
I e-mailed Victor to see if he is available to meet April 28th.


Description:
I left Linda a voice mail message asking for a lunch meeting on April 28th.


Description:
Joyce is out of the office. She will be back Monday.  She doesn't have voice mail or e-mail.  The receptionist does not know how many employees they have but thinks it is less than 50.  I'll try to contact Joyce on Monday.


Description:
I e-mailed Vernon to see if he is available for lunch April 28th or May 3rd.  Vernon replied that they have too much going on to make any changes right now.  He suggested I contact him in the fall.


Description:
I e-mailed Sherri to reschedule the lunch and learn from Jan.


Description:
I left Colleen a voice mail message following up to see if she is interested in learning more about Allegacy.  The last time we spoke she had been asked to hold off on credit union services because they were working with some banks on sponsorship opportunities.


Description:
I sent Amy an e-mail to see if she is available to meet April 28th.


Description:
Stopped by to visit Rob Spaugh's office. He was currently out, however, I left cookies and a letter stating that Allegacy looks forward to working with the Forsyth County Bar Association.


Description:
Visited Gina Fritts and left cookies for her office. I thanked her for deciding to affiliate, and mentioned we looked forward to working with them in the future.


Description:
Dropped off cookies and membership kit for Lisa Raines to review. She will discuss with her manager, and try to set up sales meeting soon. She asked that I keep following up.


Description:
I sent Leigh Ann an e-mail requesting a meeting April 28th or May 3rd.


Description:
Left a voicemail for Paula Gayman regarding possible affiliation with Allegacy.


Description:
Called and spoke with Greg Saylor, HR Director, regarding possible affiliation with Allegacy. They do not currently have a CU, and may be interested. I am sending him our information packet today, and will follow up.


Description:
Scheduled enrollment for Friday, May 13th from 9:30-11:30am. Donna has requested we bring bagels for her staff.


Description:
I e-mailed Sheila to see if she is available to go to lunch next week for her b-day.


Description:
I e-mailed Natasha to see if she has heard anything back from the benefits person.


Description:
I e-mailed Thomas to see if he is available to meet April 28th.


Description:
Ken Babb called with questions about the affiliation process. He is currently filling out the paperwork, and will submit it this week.


Description:
Natasha e-mailed me back to let me know she has not heard anything from her benefits person yet but that the benefits person has been very busy and she will remind her to consider it again.


Description:
I received an e-mail from Phyllis letting me know they have a no solicitation of any kind to their staff and faculty policy.


Description:
Mailed 50 new membership kits to Sandra Malone at her request.


Description:
Left a voicemail for Trisha about setting up an enrollment for May.

Scheduled enrollment for Friday, May 20th from 9:00-10:30am.


Description:
Received a call from Dean Lewis. He stated this project  was moving along faster on their end than expected. He requested a rate schedule at various levels showing our current auto loan rates, and the discounted rates his employees will receive. In addition, he requested the separate telephone number designated for his employees. I have spoken with Darryl and I'm waiting to hear back from him regarding the telephone number. I emailed Dean back to let him know I was working on his requests.


Description:
I e-mailed Joanette to see if she is available to meet April 28th.


Description:
I tried to contact Jill.  I didn't leave a message on the organization's company voice mail.  They are closed on Mondays so I will try again tomorrow.


Description:
I e-mailed Bill to see if he is available to meet April 28th.


Description:
I spoke to someone who told me they have 7 or 8 employees at their Charlotte location.  I told him about Allegacy, our new location in Huntersville, and that if anyone was interested in joining that they could go to our location to join.


Description:
I tried to contact Carolyn. I didn't leave a voice mail message.  I e-mailed her to follow up and to make sure she has all of the information she needs to present us to her executive board on the 22nd.


Description:
I spoke w/ Lynette. She was in the middle of a meeting so she asked me to call her Wednesday morning.


Description:
I contacted corporate to see if they would be interested in offering a local credit union for their Charlotte employees.


Description:
Lisa Raines called to discuss possible sales meeting dates. She commented they were already affiliated with Members CU, however, Allegacy Village was more convenient for their employees. She will follow up with me in a few weeks.


Description:
Met with Ken Babb and discussed membership.

4/19/05 - Received affiliation paperwork.


Description:
I left another voice mail message for Pam.  I tried to get her e-mail address but the receptionist did not have it.  She was a temp.


Description:
I tried to contact this company again but there was no answer.


Description:
I e-mailed Marie to see if she is available to meet April 28th.


Description:
I e-mailed Maritza to see if she is available to meet April 28th.  Maritza replied that they are currently w/ Coastal and do not need our services.


Description:
I am having trouble finding someone local to speak with.  I left a voice mail message on someone's voice mail asking for the person I would need to speak with about offering credit union services to the employees.


Description:
I e-mailed Kim to see if she is available to meet April 28th.  Kim replied letting me know they currently have a relationship w/ Truliant.  I replied letting her know she can offer more than one credit union, if she would like.


Description:
Jill is out of the office today and will be back tomorrow.


Description:
I e-mailed Shelley to see if she is available to meet April 28th to talk about offering Allegacy to their employees and membership.


Description:
Emailed Dean information on our auto loan rates. I also included information regarding the prompt we will set up for his employees on our main telephone line. A copy of this email can be found in their file.


Description:
I e-mailed Linda to see if she is available for lunch.


Description:
I met Beth at the Managing Multiple Projects and Deadlines class.  Umar is located in the Huntersville Business Park.  I e-mailed Beth to see who I need to talk with about credit union services. I received an e-mail from Beth w/ Shelly's contact info. I e-mailed Shelly.


Description:
Annette Garner called inquiring about Allegacy donating popcorn and pens to their annual Nurses Appreciation Day. I have gotten together her request, and she will pick it up in the lobby on Thursday, April 21st.


Description:
Scheduled to attend their annual benefits fair on May 20th from 7:00-2:00pm.


Description:
Left a voicemail for Clay regarding a follow up on the information packet sent.


Description:
Followed up with Lorie regarding enrollment. They have not determined a specific date yet, but she will call me back soon to set up.


Description:
I received an e-mail from Shelly letting me know she is available to meet Friday.  We scheduled the meeting at Starbucks, exit 25 at 10:00 Friday.


Description:
I received a reply from Delores to my February e-mail.  She told me that they are associated w/ the Winston Salem chapter because they are both in the Red Cross system but that they are run independently.  I sent her an e-mail to see if she is avaialble to meet w/ Belinda and me April 28th.  Delores replied that she will be in Atlanta.  I replied to see if she is available to meet May 3rd or another day in May.


Description:
I tried to e-mail Sherri twice to reschedule the lunch and learn and both came back undeliverable.  I e-mailed her assistant, Bethany.  Bethany's e-mail came back undeliverable too.


Description:
I e-mailed Lisa to see if she is available to meet April 28th.


Description:
I spoke w/ Jane.  She is going to check w/ the new controller to see if they are interested in learning more about Allegacy.  She hopes to get back to me Thursday or Friday.  Jane called me to schedule a meeting w/ Tom Wilber, the controller and Jane.  We will be meeting April 28 at 10:00am.


Description:
I left a voice mail message for Charlotte to follow up on the educational seminar.


Description:
I e-mailed Bob to follow up on the loan rates I sent him.


Description:
I e-mailed Jan to follow up on the information I mailed her per her assistant's request.


Description:
Spoke with Kelly Mendenhall regarding possible affiliation with Allegacy. I am sending her our information packet today and will follow up.


Description:
I tried to contact Jill again but the company answering machine didn’t pick up.  I will try her again tomorrow.


Description:
I e-mailed Patti to see if she is available to meet April 28th.


Description:
Held enrollment with the following results: 19 new members, 15 chk, 13 DD, 19 P/D, 5 OD, 3 HC, 2 AIG referrals, 4 youth accounts, and 7 PFPs.

David Foster, Anya Pacyga, David St.-Hilaire, and Karae Foddrell were in attendance.


Description:
Left a voicemail for Lee Smith to inquire about their annual benefits fair. I asked that Lee call me back to discuss and Allegacy to be included.


Description:
Judy Vassar called and informed me that Best Health was not going to create its own set of by-laws. Due to this, the association cannot be approved for affiliation. Will mark as lost.


Description:
Left a voicemail for Richard to set up an enrollment for May.


Description:
Spoke with Darryl regarding an enrollment. He still wants to run the date by their president, but will contact me soon with a time.


Description:
I met w/ Shelly today.  She was very interested in Allegacy.  Umar owns group homes for adults with developmental disabilities.  They have a total of 120 employees in NC averaging about 10 employees at each of their locations.  They have locations in Charlotte, Winston Salem, Greensboro, High Point, Hayesville, Lincolnton, Statesville, Gastonia, and Concord.  Most of the employees only have a high school diploma and according to Shelly don't earn very much money; however, Umar requires that every employee do direct deposit and they come to Huntersville to train for about 3 days.  Shelly told me that often the employees will ask if Umar has a relationship with a financial center in order to help them open a checking account.  If Umar affiliates they will direct the new employees to our Huntersville FC to open checking accounts before going to the various homes to work.  The next step is for Shelly to talk w/ the president of Umar.  She asked me to check back w/ her at the end of next week.


Description:
4/14/05 I met Deborah Lawing w/ Century 21 Murphy & Rudolph at the Chamber University City luncheon.  We talked about the benefits of Allegacy and she was very interested.  She asked me to contact Mark Lisy, her sales manager.  I left Mark a voice mail message.


Description:
I sent Mark an e-mail requesting a meeting.


Description:
I saw Cheryl Richards at the Hot Jobs Cool Commitees meeting last night.  Cheryl was in my leadership class at the Chamber.  She is the associate dean of corporate and continuing education at CPCC. She e-mailed me the contact information for their new director of compensation & benefits.  I e-mailed Kim Heffernan to see if she is interested in meeting with me.  Cheryl also gave me the contact information for the associate dean of student life so that I can talk to someone about bringing in the students.  I e-mailed Kim and Mark.  I received an e-mail from Kim asking me what time I would like to meet April 28th. She said she may be able to give me about 20 minutes.  I replied 11:30am.


Description:
I held a signup.  Only 1 person came in to talk w/ me.  George told me most of them currently have Firestone CU in Wilson, NC.  I told him I would take a look at Firestone CU's website and let him know the key differences.


Description:
Scheduled to attend benefits fair on Thursday, May 19th from 2:00-4:00pm.


Description:
Attended WFU SOM's annual Parents Weekend. Set up table and passed out information on credit union services to medical students and families. Amy Edwards and Katherine Gordon were also in attendance.


Description:
Emailed request for Allegacy to hold an enrollment for their staff in May.

Scheduled enrollment for Wednesday, May 11th from 9:00-11:00am.


Description:
Left a voicemail for Denny letting him know TCI Logistics was approved. I requested we set up an initital enrollment for his employees in May.


Description:
Left a voicemail for Dick Hensel letting him know his group had been approved. I requested we set up an inititial enrollment for May.

Approved by board of directors on 4/19/05


Description:
Emailed Gail Hess to inform her that IDX had been approved. I requested we set up an initital enrollment for May.


Description:
received an email from Dean with the letter of request for affiliation. I also was asked to present credit union information to the senior management group on May 25th in Raleigh. I followed up with Dean on the promo for the car sales of the executives that will receive a car allowance.


Description:
I called and left a voice message for Chuck to make sure that they received the board presentation of how we would roll out the program to their employees. I asked him to call and confirm receipt.


Description:
Darryl called and we scheduled enrollment for Thursday, May 26th. He will call back to confirm the times he wants us to arrive.

Enrollment time: 9-12:00.


Description:
I received an e-mail response from Shelley letting me know that she is going to forward my e-mail to metro to see what they say about credit union services.


Description:
I received an e-mail from Kim letting me know 11:30 4/28 will be fine.  Kim is in the Administration 2 Building, 1308 4th St.  I received an e-mail from Mark letting me know he is too busy to meet and they allow very little marketing to the students but are developing an online marketing presence for companies that offer a significant discount to their students.  He asked me to send him a proposal on the benefits their students would get by banking w/ Allegacy for him to take to the committee for consideration.


Description:
The executive committee meeting was held Friday.  They discussed our proposal and while the majority of the attendees were in favor of joining us, there was some call for more information. Carolyn requested a packet for each member of the board.  She is going to write up a proposal and take it to the next executive committee meeting on May 13. She asked us to be patient.  She also said that since they may not have room at their Birkdale event for us and since they are not ready to sign up yet they prefer for us not to attend this particular event. She is leaving to go out of town and will not be back until the 9th at which time she would like to go by the Huntersville financial center to pick up the packets for the executive committee.  She would like 10 packets and will get them to each person before the meeting.  I e-mailed Carolyn to thank her and let her know that I will have the packets ready for her.  I also offered to bring them by her office if it is more convenient for her.  Plus, I offered for Belinda and I to speak to the executive committee about Allegacy.


Description:
I e-mailed Julie and Mary Jane to let them know they have been approved and to schedule a sign up.


Description:
I e-mailed Shelly a listing of the Charlotte no-surcharge ATMs and the links on our website to find additional no-surcharge ATMs across NC.


Description:
I contacted George to get his e-mail address and e-mailed him information comparing us to Firestone CU.  We have better rates on car loans, we offer mortgages and home equities, and we offer free bill pay.  They have better savings rates.


Description:
Scheduled to attend their annual staff appreciation luncheon on Friday, May 6th. Denny will call back to confirm time. Anya Pacyga will be in attendance.

Left additional voicemail for Denny Walker offering him 3 tickets to the Piedmont Wind Symphony on May 11th.


Description:
Called and spoke with Clay Perkins to follow up on information packet. He said he ran this by the church's CPA and she did not think it was beneficial to add CU benefits. However, Clay still had an interest in our services. He is taking our information to the church manager on Monday and asked that I call back in 2 weeks to follow up. Will mark calendar.


Description:
Left a voicemail for Roger in regards to a follow up on the information packet sent. He was currently out of town for the week, so I mentioned I would call back the second week of May to discuss CU benefits.


Description:
Left a voicemail for Bruce Atkinson regarding possible affiliation with Allegacy.


Description:
Left another voicemail to follow up with Ellen regarding possible affiliation.


Description:
Left additional message with operator for Belinda Shaw following up on information packet sent.


Description:
I tried to contact Dutch but it just kept ringing w/o going to voice mail.  I sent her an e-mail letting her know they have been approved. I also asked what she would like us to provide for the neighborhood association newsletter.

Approved 4/19/05 by board of directors


Description:
I tried to contact Leigh, the local HR Mgr.


Description:
Kernersville off. Visit: 5 new members, 5 chk, 1 h.c, 5 D.D., 3 p.d., 1loan, 1 visa, 1 Eqt., 1 overdr.


Description:
Enrollment on 04-13-2005: 15 new members,14 chk,3 h/v,14 d.d,6 p/d,3 ln,1 visa 3 od,3mm/cd,1AIG,1 mort.


Description:
Enrollmenr on 4/14-2005: 12 new members, 11 chk, 7 h/v, 10 d.d, 7 p/d, 5 ln, 2 visa, 1eqt, 5 od, 1cd


Description:
I e-mailed Colleen to see if the timing is better for us to meet.


Description:
Met with Troy Robertson and discussed possible affiliation and business accounts. He has 15 employees, with an average salary of $21,000. Direct deposit is not offered, however, he showed interested in our secured website for payroll. His current business account is at BB&T and he is looking to switch it to Allegacy. I will follow up with him in 2 weeks, but will not strongly pursue. This group was a referral from Patti Weber.


Description:
Emailed Gail our Allegacy @ Work flyer and a blank membership application for her to send out to her employees. For now, Gail wants to handle the communication with her staff. This may change, and we may hold an on-site enrollment in the future.

Approved by board on 4/19/05


Description:
I received a call from Julie letting me know they would like payroll stuffers by Monday, May 2nd.  I tried to schedule it later in the month but Julie did not want to wait.  If Marketing cannot make the deadline Julie offered to put something together.  I talked w/ Belinda who suggested I go ahead and let them put something together but be strongly active in the process.  She told me to let Cheryl approve it once it is done.  I called and left a voice mail for Julie letting her know I will be e-mailing information for the  8 1/2 x 11 payroll stuffer.  We also scheduled a signup on the 12th at 9:00 and 12:00.  She is going to do a sign up sheet to schedule the times accurately. I e-mailed her info.


Description:
Confirmed Friday, May 6th enrollment for 10:00am.

Approved by board of directors on 4/19/05


Description:
Approved by board of directors on 4/19/05


Description:
Held enrollment to discuss debit card benefits. Signed up 2 new members, 2 chk, and 3 direct deposits.


Description:
Met with Debbie Walker to discuss affiliation. She is very positive towards Allegacy and is interested in offering our benefits. She plans on submitting affiliation paperwork within the week for our partnership.

Upon affiliation, Debbie would like for us to visit on June 2nd to give presentation to staff and hold enrollment.


Description:
I spoke w/ Bethany who told me their e-mail addresses have changed.  Sherri is out of the office all week but Bethany told me Sherri has access to e-mail and suggested I e-mail her again about the lunch and learn. I sent Bethany and Sherri an e-mail to reschedule the lunch and learn.  I suggested May 19.


Description:
I contacted Ginny but she was unavailable.  I got her e-mail from the receptionist and sent her an e-mail to see if she is available to meet May 11 or 19.


Description:
I spoke w/ Ginger.  She has looked into credit union services before but her employees weren't interested.  I offered to do a lunch and learn for the employees. Ginger asked me to mail her some information.  I mailed her a packet and e-mailed her the website.  I told her I will check back with her in a couple weeks once she has had a chance to look over the information.


Description:
Follow up call to Susan. Told her we opened up the atm and are looking to open up the financial center early summer. Left her a message to call us back.


Description:
I Called and left a message for Mike. He is the Vice President of Human Resources. They are in Greensboro and have about 1000 employees.


Description:
I received an e-mail from Tracey cancelling our meeting because their bank is going to offer the employees special accounts.  She is going to reschedule if what the bank offers does not work for her employees.  I replied thanking her for letting me know the situation. I also explained that many companies offer credit union services in addition to the banks specials because rates are so much better. I sent her our website for her to review the rates.


Description:
Belinda nd I met w/ Tom Wilber, the controller. They have 120 employees.  50% use direct deposit that they just started offering last November about the same time Tom started.  Jane Henderson is the backup payroll person. Tom seemed very interested and is going to check with the owners to see if they are interested in joining.  He said the owners are hard to read but that they take care of the employees so he doesn't see a problem.  We told him that if car loans were an issue that we would not pursue them at any signups.  They have another location in Florida. He suggested I check back w/ him in two weeks to give him a chance to talk to the owners.


Description:
Belinda and I met w/ Kim today. She did not seem very open when we were talking about Allegacy but suggested I check back with her in 2 to 3 weeks to find out her decision.


Description:
I followed up w/ Shelly.  She presented us to the president but he has not made a decision yet.  The only concern he has is that we don't have locations to serve all of their locations. I explained about the no-surcharge ATM network, service centers, and our call center as wll as loan applications by phone.  Shelly suggested I check back sometime next week.


Description:
I followed up w/ Ruth to see if she has had the opportunity to talk w/ Lori about offering us.


Description:
I left a voice mail message for Carolyn in Illinoise.


Description:
I spoke w/ Cindy.  She asked me to send her information and when I asked to contact her after she has had a chance to look over the information to set up a meeting she seemed very positive about the idea.  She also asked if we could include the subcontractors.  They currently have 15 employees who are conveniently located near our Huntersville location.  I mailed a packet.


Description:
Nicole is out of the office today. The person who answered the phone didn't know Nicole's e-mail address.  They have 45 employees.


Description:
T.J. was in my chamber leadership class.  I saw him again at the Hot Jobs Cool Committees event and told him I had been meaning to contact him to see if I could meet with him to talk about credit union services.  T.J. told me to call him.  I sent him an e-mail to see if he is available to meet w/ me next Tuesday or Thursday.  I also congratulated him on his Entrepreneur nomination.


Description:
I called Gae but she was out of the office. I sent her an e-mail to follow up.


Description:
I received a reply from Gae letting me know that her CFO wants to wait a little longer before making the change and she will be in touch.


Description:
I spoke w/ Tracy. She checked w/ Jackie and told me that there was no need for Belinda and I to meet w/ the board tomorrow because they have decided to join. Tracy and I completed the paperwork over the phone.  I e-mailed Tracy the request letter and Belinda the factors to consider form.


Description:
I spoke w/ Nicole.  She was about to walk out the door for lunch and asked me to call her back this afternoon after 1pm.  I tried to contact Nicole after 1pm but I got her voice mail.  I left a message.


Description:
Jill was unavailable.  I left a message w/ Carol for Jill.


Description:
I left a voicemail message for Patti.  I also e-mailed her to see if she is available to meet May 11 at 2pm.


Description:
I spoke w/ Barbara.  She suggested I contact Peggy Donovan, Financial VP in a couple weeks.  They just merged Jan 31st and have spent the last 3 months moving in.


Description:
I left Ellen a voice mail message to see if they are interested in offering us to their members.  We currently have the Lake Norman chapter in our field of membership.


Description:
I left a message on the answering machine to see if he has given any more thought to offering credit union services to the membership.


Description:
I spoke w/ Amy who told me I would need to speak w/ Donna Richardson in HR.  Amy is in accounting.  I left a voicemail message for Donna.


Description:
I left Leigh Ann a voice mail message to follow up on the information I mailed.


Description:
I left another voice mail message for Kara.


Description:
I e-mailed Maggie to see if the committee has a few minutes to meet.  I told her we have Presbyterian in our field of membership and offered to give her a reference.


Description:
I e-mailed Joanette again to see if we can schedule a meeting. The e-mail came back undeliverable. I called and left a voice mail message.  I verified the e-mail address with the receptionist and resent the e-mail.


Description:
I spoke w/ Julie.  She would like me to e-mail her a payroll stuffer by May 23 so she can include them in the payroll May 26.  We have a signup on June 2. The payroll stuffer will include an RSVP to Julie for the 2nd.  I e-mailed Cheryl this request.


Description:
I tried to contact Melissa but I got her voice mail.  I sent her an e-mail.


Description:
I tried to call Melissa but I got her voice mail.  I sent her an e-mail to follow up.


Description:
I received a call from Fernando Garzon that they have changed the name from Hispanic International Association to Accion Hispana. Changed on seg manager and grapevine. He is process of getting new letterhead with the name change. I asked him to send me a letter when he got this so I could send to NCUA.


Description:
I received a letter from Clint stating that he is the sole practitioner for this firm. I changed the name to reflect this change.


Description:
I called Barney we are still on track for late summer for adding the credit union benefit. They are still working on aquistion. He said that he would contact me later this summer.


Description:
I met w/ T.J. to talk about offering Allegacy.  He was very interested and will present us to his employees.  However, he warned me that in the past the employees have been slow regarding things of this nature.  They have 36 employees.  Our Charlotte financial center would be very convenient for them.  While we were meeting T.J. contacted the president of United Way to find out who I would contact about offering credit union services.  He suggested I contact him in a couple weeks to see how receptive his employees were.


Description:
Shelly e-mailed me to let me know that she is unable to attend the luncheon because they are having their own luncheon that day.  She also told me they have not made a decision about the credit union yet because they have been in conferences all week.


Description:
referral from Emily Mcelree. I called and left voicemail for John Wilson regarding credit union affiliation.


Description:
Charlie e-mailed to let me know that she is coming to the sponsor company luncheon next week.  I replied to see if Lori in payroll will be attending as well.


Description:
I received a call from Sarah letting me know that she is not able to attend the luncheon.


Description:
Cathy Pace and I met with Rune Alsterhom, the CFO for Volvo. We shared our presentation on credit union benefits. He is going to talk with the new VP of HR, Greg Tinnell and asked us to check back in with him in the next two weeks. Rune will be leaving to go back to Switzerland in about three months. Their payroll is processed by Wachovia so they offer the at work program to the employees. There are 1500 employees on the headquarter campus in Greensboro. They also have Mack Trucks from Allentown, Pa with 1500 employees and in Dublin, Virginina 3000 employees at a manufacturing plant. He expects in 2007 to have a major slow down in sales due to new EPA regulations making costly improvements to the trucks. They expect at that time they will have to lay off workers. He siad that their business is very cyclical. He has been with Volvo for 31 years. 8 yrs. In the US.


Description:
I received an e-mail from Charlie letting me know Lori will be attending the luncheon.


Description:
I called Bruce Atkinson to see if I could touch base with him since he has a greensboro company. I was transferred to his voicemail. I left a message stating that we are opening up a new location on Hwy 68 in July.


Description:
I received an e-mail from T.J. with the contact info for the United Way.  Cortney
Donelson at 704-371-6386 is the HR person.


Description:
I left a voice mail message for Nicole.  I asked the receptionist for Nicole's e-mail but she didn’t know it.


Description:
I spoke w/ Shari.  She is going to attend the sponsor company luncheon.  I also e-mailed Vernon to see if he can come.  He replied that he has a conflict. He also stated to keep the faith.


Description:
I left a voice mail message to see if Julie and Mary Jane to see if they will be attending the sponsor company luncheon.


Description:
I spoke w/ Jenni.  She is going to see if she can fit our sponsor company luncheon into her schedule and call me back.  Debbie will be out of town next week.  Jenni called and said that she will be attending.  She asked me to e-mail her directions.


Description:
I left a voice mail message for Pam to see if she is available to attend the sponsor co luncheon next week. I also invited Carl Sorenson.  I received a message from Pam letting me know that she checked w/ Carl and as long as we can accommodate 5 of them they will be able to attend.  I checked w/ Belinda and then called Pam to let her know that we look forward to seeing all of them.


Description:
I went to this greensboro company website. They do not have contact information included and the phone number we have seems invalid. I emailed the human resource department for more information.


Description:
I left a voice mail message for Patricia asking if she will be attending the sponsor co luncheon.  Patricia returned my call asking for details.  She is going to check w/ Connie to see if they will be able to attend.  I e-mailed Patricia the invitation.


Description:
I received an e-mail from Larry letting me know that he will not be able to attend the Sponsor Co Luncheon.


Description:
I spoke w/ Missy. She is going to check to see if she can get off to attend the Sponsor Co Luncheon and call me back.


Description:
I spoke w/ someone who told me Rebecca Haines is no longer there.  I called and left a voice mail message for Ashley in Greenville to see who our new contact person in Charlotte is so I can invite them to our Sponsor Co Luncheon.


Description:
I spoke w/ Judy.  She cannot make the sponsor co lucheon but she asked me to contact her at the end of May to schedule a lunch meeting.  We also talked about coming out to do a signup in June or July.  I e-mailed Judy a letter informing us of their name change for her to print out and sign.


Description:
I left a voice mail message for Linda to see if she is coming to the sponsor co luncheon.


Description:
I left a voice mail message for Jerry to see if he is coming to the sponsor company luncheon.


Description:
I left a voice mail message for Kimberly to see if she is coming to the sponsor co luncheon.


Description:
MAIN: I spoke w/ Cynthia Gant. She won't be able to attend the sponsor co luncheon.  I left a voice mail message for Vicky Stokes to see if she is available to attend.

HVL: I received a voice mail message from Peggy Barnette on behalf of Tracy Craig letting me know Tracy will not be able to attend the sponsor co luncheon because next week is nurses week and that it is a huge production.  I called Peggy to see if there was someone that Tracy would like to send in her place.  Peggy called to let me know that she asked 2 people but they declined because of nurses week as well.  Nurses Day is May 6th every year and nurses week is the week following the 6th.


Description:
I left a voice mail message for Pat to see if she can come to the sponsor company luncheon.


Description:
I left a voice mail message for Gail Farley to see if she is able to attend our sponsor company luncheon.  I also asked her to invite Gail Scurry, the owner.


Description:
I left a voice mail messge for Fred to see if he is avaialble to attend the sponsor co luncheon.


Description:
I spoke w/ Bob?  Lucy is out of the office for the next week.  I asked if there was anyone who would like to attend the sponsor co luncheon in her place.  He replied not under the circumstances at this time.


Description:
I left Dutch a voice mail to see if she is coming to the sponsor co luncheon.


Description:
I e-mailed Charlie to see if he would like to send someone to the sponsor company luncheon in his place since when we spoke in February he didn't think his schedule would permit him to leave the office.


Description:
I left a voice mail message for Melissa to see if she and Barbara will be able to attend the sponsor co luncheon.


Description:
I left a voice mail message for Tracy to see if she and Jackie will be able to attend the sponsor company luncheon.


Description:
I left a voice mail message for Leigh to see if she is able to attend our sponsor company luncheon.


Description:
I left a voice mail message to see if Donna will be able to attend our sponsor company luncheon.


Description:
I left a voice mail message to see if Leigh Ann will be able to attend our sponsor company luncheon.


Description:
I left a voice mail message to see if Linda will be able to attend our sponsor company luncheon.  Linda returned my call to let me know she was hoping to attend but will not be able to leave the office this week. She told me how disappointed she was because she really enjoys Harris Grille and was hoping to have an opportunity to talk with someone who currently offers Allegacy.  I offered to take her to lunch another day.  She asked me to call her at the end of next week to schedule a meeting.


Description:
I left a voice mail message for Elmarie.


Description:
Ispoke w/ Ginny to see if she will be able to attend our sponsor company luncheon. She told me she sent an e-mail about a month ago letting me know that they have Wells Fargo Credit Union through corporate.  She also told me that her employees do not utilize it because of the location.  I contacted Jason Jones at corporate who told me he did not have a problem with Charlotte offering a local credit union.  He told me that he would contact Ginny to let her know he is fine with offering us.  Duane Nicklow is the gm who would sign the letter.  I spoke w/ Ginny but she was not very receptive.  She told me that she does customer service and benefits and is swamped right now but asked me to mail her information.  I mailed her a packet and e-mailed her our website.  This company has 180 local employees so they would be a great addition to our Huntersville location.


Description:
Enrollment on 05-06-2005.
10 new membwes, 9 checking acct,9 direct deposits,8 PFP,5 payroll ded.


Description:
I spoke w/ Tracy to see if the letter is ready for me to pick up so that we can get it into this month's board meeting.  Tracy is going to check w/ Jackie and get back to me.


Description:
I received an e-mail from Patricia letting me know that she and Connie will not be able to attend the sponsor company luncheon.


Description:
I received an e-mail from Charlie asking when and where.  I responded with the invitation details.


Description:
I received an e-mail from Carolyn asking me to leave 10 prospect kits at Huntersville FC for the board. I called to coordinate a time.  Carolyn is going to drop off the kits to each of the board members before the meeting Friday.  She also asked me to preprare a proposal for her to give the board and have someone contact her about a business account.  She wants to present the business account with the membership proposal.  She is not going to be able to attend the sponsor company luncheon.  I e-mailed her the proposal to share w/ the board.


Description:
I left a voice mail message for Gae to see if she is going to be able to attend our sponsor company luncheon.


Description:
I left a voice mail message to see if Jan is able to attend our sponsor company luncheon.


Description:
I spoke w/ Jane about the sponsor company luncheon.  She will not be able to attend because she has a doctor's appt but she is going to see if Tom and the payroll person will be available.


Description:
I sent Patty another e-mail to try to schedule a meeting.


Description:
Mailed 15 membership packets, chapsticks, Allegacy post-it notes, and pens for sign-up on May 18 (11-2) attended by Irene. E-mailed sign-up announcement to be distributed to all staff.


Description:
Mailed 30 membership kits, chapsticks, Allegacy post-it notes, and pens for sign-up on May 17 (10-1) to be attended by Irene. E-mailed announcement for all staff announcing event.


Description:
Received a voicemail from Clay regarding a sales meeting. He requested that I attend their manager's meeting on Monday, May 16th at 9:30am to discuss benefits. I returned his call and left a message stating that I have put the date on my calendar and will plan to attend.


Description:
WINSTON-SALEM - Received a voicemail from Dick regarding an enrollment. I returned his call and left a message requesting a date and time for us to visit.


Description:
Left a voicemail for Cory Cune regarding possible affiliation with Allegacy.


Description:
I left a voice mail message for Tracy to see if I e-mailed her the letter if she would be able to sign it so that I could get it into this month's board meeting. Tracy called me and left a message letting me know that Jackie forwarded it to the town manager for approval.  Tracy left me another voice mail message letting me know Jackie signed the letter and it was ready for me to pick up.


Description:
I spoke w/ Tracy this morning to see if she is coming to the sponsor company luncheon.  She told me she didn't get the invitation from Jackie until Monday and it was too late to RSVP.  I told her that we would love to have her if she can get away.  She is going to call me to let me know and if she comes she will bring the request letter with her.  Otherwise I will drop by after the luncheon to pick it up.  Tracy called to let me know that she will not be able to attend the luncheon today.  I picked up the letter and gave it to Belinda to take back with her.


Description:
I received a call from Charlie letting me know he will be sending Pat Harvey to the sponsor company luncheon.


Description:
I received an e-mail from Jenni asking if she can bring an associate with her to the sponsor company luncheon.  I responded to let her know she can. Jenni attended the luncheon.  She told me she will work on scheduling a time for me to come out and do a sign up.


Description:
I received an e-mail from Gail letting me know that she didn't receive an invitation but she forwarded by voice mail message to Gail Scurry.  Unfortunately neither of them are able to attend the sponsor company luncheon.


Description:
WINSTON-SALEM - Held enrollment with the following results: 5 new members, 3 chk, 1 DD, 1 HC, 7 P/D, 2 youth accts, and 1 business acct.


Description:
GREENSBORO - Left a voicemail for Greg to follow up on the information packet sent.


Description:
GREENSBORO - Left a voicemail for Shannon to follow up on information packet sent. I requested a sales meeting to discuss benefits.


Description:
I received an e-mail from Chalie asking if she could bring her assistant Diane as well.  I checked w/ Belinda and replied that she was welcome to bring Diane.


Description:
Charlie, Lori, and Diane attended the sponsor company luncheon today.  She e-mailed me to thank me and ask me to bring 15-20 packets by the next time I am in the area.  I replied to let her know I will be happy to drop some by tomorrow or Friday.


Description:
GREENSBORO - Called and spoke with Paula regarding possible affiliation. She said they are already with Corporate America CU and are not interested in offering any additional CU benefits.


Description:
RURAL HALL - Spoke with Mary Ann about sending additional packets for new hires. I am mailing her 20 new membership kits today.


Description:
WINSTON-SALEM - Scheduled enrollment for Tuesday, May 17th from 2:00-4:00.


Description:
Left a message for Tori about an enrollment.


Description:
Enrollment on 04-20-2005. 14 new members,14 chk. Acct. 4 pfp,14 payroll,3 loans.,1 holiday cl,  7 payroll ded.,1 visa,5 OD.,1 AIG,1 mort.


Description:
Enrollment on 04-26-2005.
4 new members, 5 chk. Acct, 1 hol cl, 5 direct dep, 1 payroll ded.


Description:
Enrollment ( 04-28-2005 ) at W-S Pharmacy: 2 new members, 2 chk, 2 D.D., 1 payroll


Description:
Talk to Linda.She will call back about an enrollment for Summer 2005.


Description:
WINSTON-SALEM - Called and spoke with Chip Morgan to follow up on information packet sent. He has decided to offer credit union benefits and is mailing the affiliation letters this week.

5/12/05 - Received affiliation paperwork.


Description:
GREENSBORO - Left a voicemail for John Wilson regarding possible affiliation with Allegacy.


Description:
WINSTON-SALEM - Left a voicemail for Susan Scruggs to discuss the difference between direct deposit and payroll deductions. Several of her employees were upset that they didn't qualify for our $50 promotion because they only opted for payroll deduction, not direct deposit.


Description:
CLEMMONS - Called and left a voicemail for Wayne Prater regarding possible affiliation with Allegacy. This company is in the process of relocating directly behind our Allegacy Village Financial Center.


Description:
I received an e-mail from Sheila thanking me for the sponsor company luncheon. She told me she put the picture frame, member kit, and rate sheet in the kitchen for the employees to review.


Description:
WINSTON-SALEM - Followed up with Debbie Walker regarding affiliation. She confirmed again she has decided to affiliated her law firm and is sending in the paperwork this week.

5/12/05 - Received affiliation paperwork.


Description:
WINSTON-SALEM - Left a voicemail for Roger in regards to a follow up on the information packet sent.


Description:
WINSTON-SALEM - Left a voicemail for Gina Fritts reminding her of the deadline for affiliation paperwork. I asked her to call me if she had any questions about the process.


Description:
GREENSBORO - Left a voicemail for Rachelle Brown regarding possible affiliation with Allegacy. American Express has 2,800 employees at this location.


Description:
I replied to Gail's e-mail asking her to verify the address we have in the system.


Description:
I tried to contact Toni but she was on the other line.  I tried to e-mail her twice but they both came back undeliverable.  I e-mailed Fred and Jody, who I met at the Chamber luncheon today, to let them know it was nice meeting them and to ask them to verify Toni's address.  This organization is located at the intersection of I77 and I85 on Statesville Rd.  They have around 60 employees.


Description:
Talked with John Jones. He asked us to come out on June 6th and meet with the incoming PA class. His phone number is 716-6234.


Description:
I left a voice mail message for Courtney.


Description:
I received an e-mail from Patty apologizing for not replying to my e-mail sooner.  She was out of the office last week.  Although they currently offer a credit union she is willing to meet w/ me the week of the 23rd.  I e-mailed her to see if she is available for lunch Friday, May 27.  I also asked who they offer currently.  They have 1,100 employees that would be a great addition for Charlotte.


