# tblActivities

Description:
vefied correct address and # wasn't sure on the employees


Description:
per automated system the information is current


Description:
number correct on system couldn't verfiy address


Description:
number was correct couldn't verfiy address


Description:
number is correct couldn't verfiy address got the vm


Description:
no number to verfiy info nothing in hoovers


Description:
numbers on system invalid and no updated info in hoovers to verify anything


Description:
number is correct via automated system wasn't able to verfiy address


Description:
telephone number correct automated system


Description:
museum was closed but correct # per automated system


Description:
Updated info per hoovers and added other number in comments in case the one on file is not right address is current


Description:
updated info per hoovers added number to comments since numbers where different address is correct in hoovers


Description:
number in hoovers went straight to vm and wasn't able to verfiy the seg 2 different addresses


Description:
number has been disconnected couldn't verify address


Description:
vm said thomas and co couldn't verify any info


Description:
updated some info with the rep wouldn't verfiy employees


Description:
updated info with heather they are moving this Friday to the Thorndike address


Description:
now operating as solstice per automated system


Description:
called the number and stated was new number updated new number. This information was incorrect.


Description:
telephone # verified through automated system


Description:
SPOKE WITH GARY AND SAID ADDRESS AND NUMBER CURRENT


Description:
Rcvd return mail and can't locate new address and info.  I have marked the company as inactive.


Description:
Doug Anderson phoned inquiring about helath savings accounts for his employees. Sent email to Julie and sent Cheryl his phone number. Cheryl will follow up with Doug.


Description:
Benefit fair at the Recreational Center on May 2nd from 9-1.  

Attended the fair: Jenn, Deb. & Dominique


Description:
Rcvd an email from Edie and she and her husband is going to come into the FC on Friday May11th @ 11:30 to open a savings and a cking account.


Description:
Irene has an enrollment scheduled for Tues, May 15th.  I mailed her 25 premiums and membership kits as req.  I sent it Fed Ex ground with the tracking number of (9612019) 1136348 15018733 & (9612019) 11363480 15018710 to the attention of Rick DiBartolo.


Description:
Sent cathy an email touching base with her, she has rescheduled lunch numerous times.  I


Description:
I sent an email to Cathy about lunch.  She has rescheuled lunch several times.


Description:
Sent Crystal an email just touching base with her.  We hope to get something schdeuled for an enrollment in the summer months.


Description:
Rcvd email from Cathy regarding the lunch email I sent.  She mentioned that she feels awful about rescheduling all the time, part of business and territory.  She would like to schedule again and invite her new boss whose name is Kathy Lackey. I said not a problem, and I would love the opportunity to meet her.  She is going to check their 2 schedules and keep me posted.


Description:
Rcvd email back from Crystal.  She said that they are doing well.  We are still shooting for this summer for an emrollment.


Description:
I invited Kathy to lunch, and we went to Blue.  We discussed her retirement, which is supposed to be this summer.  She informed me that she is going to continue working with a lighter load that was promised to her.  She mentioned that she is eager to see what a lighter load looks like.  We discussed seminars and lunch and learns.  Possiby on Webbanking/wireless banking, carloans and & auto buying, and mort & equity.  I am working w/ Erin on a flyer to send to her to post for interest.


Description:
Called and found out out of business as of last year


Description:
Spoke to employee verified address was correct


Description:
updated address from hoovers and called to verify


Description:
Spoke With Brandy who said that they have a location in Hickory and she provided me with the address for them


Description:
Patience is no longer with the company.  Cheryl Kennedy took her place.  She was in a meeting and unable to chat.


Description:
The new addition looks like it is under way pretty well.  The schdeuled completion is Summer of 2012.


Description:
found on google that Josten's shut down it's site in Winston in 2009.


Description:
UPDATED info from rts lable with new mailing address


Description:
Julie requested 300 Chap Sticks, put in supplies request.


Description:
Sent an email thanksing Susan for the Benefit Fair invitation.  I also updated the "other banking institution' which is Goverement CU/State Employees


Description:
Rcvd an email from Cathy and we are having lunch on June 7th at 13 Bones in Mount Airy, and she and her boss will be.


Description:
Met with Tom who will be the contact for the church. Will talk with employees and see if there is some interest. If so he will have me come back to talk with them. Also talked with Tom about our equity product…he seemed very interested.Left updated member packets and discussed out business products. Their business account is with Wells Fargo.


Description:
Left a SEG flyer with one of the gentleman in there. Will give me a call if interested.


Description:
Amanda is on vacation this week left message


Description:
spoke to Chasity and she stated that Debbie has her own Golden Touch she would have Anthony call me back


Description:
Left message for Adrian Pull who has taken the place of Cynthia Daniel


Description:
Tricia Gaydon is gone Sarah has been there for 2-3 years and she would need to speak with her Regional to clear this before moving forward wants me to call her back after July 4th


Description:
Emailed Phyliss for a visit to the office


Description:
left message with office manager wasn't any name on the recording just said the office mgr


Description:
Spoke to Linda Whitaker said for me to call her Monday since schedule wasn't finalized and we could schedule something


Description:
Craig Drake isn't any longer with the company Teresa Allen is new contact lm for return call


Description:
Spoke to Lisa and we will me for 30-45 minutes next Tuesday at 10am


Description:
scheduled appt for 6/26 for intro With Jennifer at 9:15am son is graduating next week and will be on vacation


Description:
Spoke to Donna been driving to Columbia SC brother in ICU and will have more idea what schedule will look like next wed will call then for us to step out to Lunch and chat


Description:
Spoke with Leigh in JBA they are going through open enrollment and now isn't a good time to visit they will definitely keep me posted when they do go out to drop off the Membership Packages Cheryl and Chad work with Hospice and Leigh works with Cheryl


Description:
lm for Carrie
Carrie Called back and she explained there are 4 Locations Maplewood-Admin, Kville Breast Clinic, WS Healthcare Radiology she stated the best way of contact for her is email and for the employees through a flyer to place in the break room. With Contact Information. 

They are now operating as Forsyth Medical Imaging Center and have had many changes been bought out through Novant but Managed by Medquest which is another Novant Company will email her to drop off flyer after review schedule


Description:
sent email to Sherry to schedule meeting


Description:
Scheduled to Meet Amy Tuesday the 12th at 11:30


Description:
Spoke with Chuck and updated some company Information as well as discussed Business Accounts at BB&T with the owner. Looking at entertaining the move to Allegacy Business SVS also will drop off package of 16 to him for the other employees in July will call before coming


Description:
Spoke to Lisa and will meet tommorrow at 2:00


Description:
TO-DO ITEM DELETED  
6/6/2012

Intro Meeting


Description:
Spoke to Megan and Visit Scheduled at 3:30 Monday 6/11


Description:
lm with Sandy and she would have him call me back about scheduling on Monday of next week for a intro meeting


Description:
Bruce said anytime is fine scheduled Monday at 9 he asked that I call him before I come by will call him at 8:30 go out on Monday June 18th


Description:
scheduled Meeting to introduce myself to Shirley for June 18th at 1:00


Description:
Called Jean Brown has retired and my contact in Kim Cannon. Left message for her to call me back. Met with Kim and she is all for Allegacy coming on site in September. She stated she cannot send her staff to Novant during open enrollment. I will email her at end of August to schedule time to come on site. I am taking her and 14 mbrs of her staff to the dash game on July 4th.


Description:
Called and spoke with Beth. Scheduled time to meet her on 6/14.Met with Beth and will schedule an ice cream social this summer. Very receptive to AFCU-also shared our business services.


Description:
Called and spoke with Debra. I am to call back on Tuesday before  11 to schedule a time to meet her.


Description:
Called and left message for Laura to call to schedule time to meet.


Description:
Spoke to Teresa Scheduled the meeting 6/12 at 9:15


Description:
Spoke to Jody about the benefits she stated they are very lean and the best way of marketing for them is to do a lunch slot for 30 minutes visiting every 6 months to a year is good since almost all bank with allegacy they don't have the time to dedicate to pulling them off the line outside of lunch schedule 

Likes to be kept informed about what we have to put in payroll stuffers and at time clock station Interested in Information about CUABS 

Banks with local bank they are loyal to they do everything for them and are not interested in entertaining the thought of moving. 

Carol coordinates the visits and in the past they haven't been very successful. Last sign up no one signed up.


Description:
emailed carrie to see if I can drop off flyer Monday dropping of flyers on Monday at 4:15


Description:
Email Carrie to see what time works best for me to drop off package to her Monday

dropping off flyers on Monday the 11th at 4:15


Description:
spoke to Denny stated that they handle the benefits for allegacy with giving them info since they have drivers all over the place it is hard to get everyone together asked me to call him the 2nd week of July so that I could stop by and introduce myself


Description:
Met with Kathy Lisa was in a meeting and she explained that no one is allowed on site corporate policy would be glad to inform employees of the benefits in the break room and in Meetings will follow up quarterly to provide information


Description:
spoke to Denise stated it has been a while since Allegacy has been out and the employees didn't need anything right now Denise doesn't bank with Allegacy  want to get intro meeting she told me next week isn't good to meet asked that I call back in July will call 2nd week of July


Description:
lm for Cindy to return call to meet Mike Menard has been gone for some time now


Description:
Spoke to Sean stated that Next Wed the 13th at 10:30 is good to have intro appt banks with us personally not commerical level. Shoes made here in the us so price point will be a little higher


Description:
Spoke to Margie is is fairly new stated that they don't do any of their banking or benefits with Allegacy would like for me to contact her the beginning of the week in July after she talks with the manager to move forward


Description:
Intro Meeting Scheduled with Dennis for 6/11 at 2:00


Description:
Stan is no longer there and Marcie Jackson took his place Marcie stated that Patricia isn't the CEO any longer and she said that they have a strong relationship with Member's Credit union and it would be a conflict of interest told her if interested we could overlapp and she didn't seem interested stated she would talk to current CEO and if they are interested that she could call me back


Description:
Spoke to Adrienne and she said that I should speak with Marty Clerical Manager to schedule appt with Dr. McKinley looking at Next Thursday lm with Marty


Description:
Spoke to Tikia Calloway and she took Victoria's place wasn't happy about it was handed to her. She is still learning the HR piece going to visit next Thursday and didn't know we they had a Benefits Program with Us Meeting at 11:00


Description:
spoke to Kristy stated that they just moved to another bank that are offering the employees a lof of incentives to join their bank didn't name the banks name stated she was going to a meeting to get more info on that on June 26th and she would meet me July 10th at 10 to discuss and look at spreading info in their meeting at the end of the month


Description:
Spoke to Pam who handles Admin for Rose and set up intro Meeting for Thursday next week at 3


Description:
Meeting Scheduled with Kim on July 3rd at 9:30 need to bring 88 packets to distribute to team


Description:
Spoke to Eileen and she said Lici Fansler handles the staff and I would need to give her a call lm for Lici


Description:
spoke to Cindy and said that it is hard to get all 15 employees together may be better to do something in the later summer months would talk with CEO Greg and get back with me in a week to discuss options


Description:
spoke to David and scheduled meeting next Thursday at 1:30


Description:
spoke to Brooke stated that she will be taking over the benefits piece and is in training for that now doing some renovating meeting next wed at 3:00


Description:
Michelle stated that Sarah handles all operations of the business. She is out of the country on vacation hasn't had a vacation in 5 years!!! Family Vacation will follow up on June the 26th since she will be back on the 21st


Description:
lm for julie to schedule a meeting looking toward June 26th


Description:
lm for Kathy to have meeting looking at June 26th


Description:
Call to schedule meeting with Chrisitie was out of office would be in tomorrow

LM


Description:
spoke to Lyle said that his brother Lane handles that part and they are looking for health insurance currently with UHG will pass this along to him will follow up with Lane Tuesday if I haven't heard back


Description:
meeting scheduled with Linda Whitaker for July 10th at 11am


Description:
spoke to Barbara and she had surgery recently only working half days needs to get back up to speed before scheduling any meetings and I told her would follow up with her in 6-8 weeks


Description:
Kathy and I scheduled meeting for July 10th at 9am


Description:
Judy and I scheduled intro meeting for July 17th at 2:00-2:15


Description:
scheduled Meeting with Victoria for Thursday at 9:30


Description:
LMTC w/ Jennifer about scheduling a time to introduce myself and chat about our partnership.


Description:
Spoke w/ Yvette and she was in a meeting and asked that I return the call at a later time.


Description:
LMTC w/ Sherry about scheduling a short meeting to disscuss the partnership between Archer and Allegacy.


Description:
Chatted w/ Sarah she said since we were just out she is good.  There has been no turnover/new hires.  She still has all the updated packets and call back in a few months.


Description:
spoke to Megan with Jennifer as intro Jennifer will work with Gwyn going forward. Interested in reviewing the business relationship since Southern Community has merged with Citi has a checking, loc, and cc with them also would like to review the merchant svs and commerical auto financing options


Description:
drop off flyers

Provided Carrie with update flyer information no other needs


Description:
Rcvd a call from Betty asking about mort rates for her daughter.  I took her info and fwded it to Karen Morgan and she is going to have someone contact her.  

I asked if we could schedule a meeting to discuss our partnership and she said to call her late next week, as she is busy with some renewal and traveling.


Description:
Rcvd a call from James re the letter that I mail out.  He left a message about wanting more new hire packets.  I called and left him a message about a short meeting to discuss our partnership.


Description:
Met with Amy Phillips to discuss the benefits program and set up account for employee interested in flyers going forward since there are only 15 employees and looking at purchasing the building that they are in for 600k will refer to  Bob looking at 20yr note


Description:
Had Lunch with Beverly and Jodi to discuss benefit options and we are looking at setting up time slots for existing employees and consolidated info for their intranet to provide during their orientation


Description:
met with Teresa will review the packet with the manager and would follow up with me on how we will move forward. Will follow up with her in July


Description:
met with lisa about lunch and learn and will look at the week of July 9-13th from 12-1 fine right now with the commerical accts and svs at this time wants to bring in CUABS AND MTG will email her back by end of this week.


Description:
Rcvd an email from Natalie about staff appreciation day June 27th and asked if we could give her ee's something?  I told her we would be able to provide chap sticks and a door prize.  I asked when I could drop these items off to her, and asked for a meeting/lunch meeting to chat about our partnership.

Scheduled a meeting w/ her on Monday June 16th @ 2:30


Description:
I emailed the new seminar offering flyer to Kathy.  We have exchanged emails several times, and she fwded the flyer to her ee's to see which ones sparked interest.  

I also invited her the Dash game for June 28th, and she accepted.  I will drop off the tickets to her.  She then emailed to declined and asked for me to keep her in mind for the future.


Description:
I emailed Crystal about the Dash tickets that I have for the June 28th game.  She said that she was going to be out of town for the tickets but please keep her in mind.  I assured her that I would get tickets over the next couple of months and would offer them again.


Description:
Debbie and I met w/ Cathy for lunch at 13 Bones.  It was a very successful lunch, we talked about many different items.  They use a system called Oracle for payroll and it also administers there HR system.  She does not love the system but paid a lot of money for it so the company will continue to use the program.  

The are self funded so JBA is not a good fit for them.

They have several different plants and she is going to give the address and contact person to mail new hire packets to, and I will put it in the 'Notes" section.  

She is also going to give me the employee listing for each plant so we can send co branded marketing materials and also update Miser to make the reports accurate.


Description:
Emailed Cathy thanking her for lunch and look forward to our partnership growing.

Scheduled a meeting to branistorm about marketing ideas for this group.  Told Cathy that I would ideas past her and ofcourse co-brand all items.


Description:
Spoke to Julie and she has her 2nd account with Allegacy and she stated that the employees weren't interested set in their ways someone has been out twice and no one responded to the services offered. From a Company they bank with Suntrust Doctors have a strong relationship with Suntrust and not interested in changing will update her quarterly.


Description:
spoke to Amanda she just got back from Vacation and stated that a seminar would be nice they have about 19 employees and she said most use Allegacy. Sarcanda came out and assisted with the overview emailed her the seminars and she will get back with me by Friday or I will contact her


Description:
spoke to Tom said it is so far out to know his schedule and to call him closer to July


Description:
Spoke to Tom and he asked me to call him closer to July to schedule intro meeting


Description:
Tracy and I had a lunch meeting with Pam and we are excited about our partnership.  Payroll is done in house.  

Roll out is scheduled for July 11 @ 8:30 AM


Description:
left message for Angie to return my call


Description:
spoke to Bart they office is closed for vacay


Description:
Spoke to Bart the office is closed the first week of July scheduled intro meeting for July 20th at 9


Description:
Spoke with Bart office closed first week in July scheduled meeting the 20th of July at 9


Description:
LMTC w/ Bill about scheduling a meeting to discuss our partnership.


Description:
Scheduled meeting  w/ Gary for June 20 @ 2:30

Sent Payroll referral to Susan.
Sent some updated mbrship kits for his new hires.  Does not need anything at this time.


Description:
Called and spoke to Patti about scheduling a meeting to discuss our partnership.  She said it is a really busy time for them and try to contact her back after the 4th of July.


Description:
LMTC w/ Peter about scheduling a meeting to discuss our partnership.


Description:
Went to visit with Tara and Billie. Updated info in Seg mngr. Billie and Tara both applied for Visa cards with Allegacy. Tara and I aslo talked about AFCU being part of the breast awareness function they have in September with over 400 people invited.


Description:
called for Marti was out today and couldn't leave message


Description:
Cheryl works with Sarcanda they are very vested with BBT and discussed the benefits program for the employees will go visit on June 25th for 15 minutes


Description:
scheduled update with Spencer he stated the human resource person has changed gives up opportunity to discuss changes and expectations going forward scheduled for July 10th at 2


Description:
spoke to Vickie and she hasn't offered the benefit to employees has meeting coming up in July and wants us to meet to see what she can offer her employees scheduled 15 minute meeting at 10 am on the 25th of June


Description:
Met with Ran-very good visit. Will schedule ice cream social this summer for servicing existing members.Also they will have a benefits enrollment in October and she will let me know when it get closer to date for me to be onsite. Ice cream social scheduled for July 13th from 2-4.


Description:
met with Vicki and discussed that quarterly updates are fine she said tha most bank with Allegacy and are aware of the benefits would like to have 5 member packets on hand will drop them by to her next week. Also interested in IOLTA accounts and she stated that they may be interested in the Workshop for Identity theft she said you can never have to much information on that. Contact Doug about IOLTA


Description:
Met with Michelle Jones and left updated member packets. She would like for me to call in September to schedule a time to come set up for the employees. 2-4 is a good time that way I can see 1st and 2nd shift.


Description:
LMTC w/ Travis to schedule a time to chat about our partnership.


Description:
LMTC w/ Debra about scheduling a meeting to discuss our partnership.


Description:
Called and left messgae for Al. Megan Dahmer called back and said it is budget time and this would not be a good time to schedule. She asked that I call back the beginning of first quarter.


Description:
Scheduled to meet w/ Dave to discuss our partnership on Thurs, June 21st @ 9:00


Description:
Updated info on Clincial and Helen Rhein wants nothing to do with the program she took Natalie Cook's Place


Description:
Helen and I spoke she stated they went with another bank and don't want our services she was under the impression that I was pitching her a new benefit when I tried to explain to her this is something that has already been in place and would love to catch her up to speed she thought I was being rude and wanted us to remove them from the list.


Description:
emailed amanda to see how she felt about a bagel workshop on July the 11th


Description:
email Amanda for date for Seminar Visit

emailed scheduled Financial Success Workshop for 8:30 on July 11th


Description:
Emailed Jodi for Benefits day for July also asked for updated payroll information.


Description:
Scheduled CUABS AND MTG Workshop for TCDI on July 12th from 12-1 Lunch and learn provided by TCDI


Description:
Went to meet with Sallie Simpson. Took updated member packets. Their payroll happens bi weekly on Thursdays. Not mandatory to have direct deposit so many employees pick up checks from 2-4. We are going to try and schedule a time for me to go either July 5th or the 19th.  Will email Sallie to work this out.


Description:
Went and met with Debra. Great visit. She is very interested in having a payroll qoute, as well as benefits and a business account. Will send referrals to appropriate folks and plan to schedule a time in December to be onsite. Also gave Auto buyings name and number as her director is looking for a car. She thoguht there would be a lot of interest in December in autos because all the employees would be receiving their taxes in January.


Description:
Called Carrie Lesh and she was doing the work of two and this was not a good time for me to call in August. Will check back in then.


Description:
Monty called and we scheduled to meet July10th at 3


Description:
spoke to Bruce he is the Controller and handles the Business Benefits Vicky Love is my contact to schedule employee Benefits in the past they have done open slot of time from 11-3 or so and let the employees know that the Rep from Allegacy was there. Will call Vicky Thursday to schedule appointment


Description:
Met with Pam and discussed the benefits program she stated that flyers would be best for the employees based on how they do business hadn't been successful in the past to do meetings since people are very secretive with their finances. She was raised that you never discuss finances, religion, relationship. Will provide her with flyers for the employees boxes.


Description:
Met with David and discussed the benefits and how they did the Allegacy Benefit before he wanted to discuss with the owners and he would get back with me or either I could contact him to look at seminar or enrollment visit. Added to My planner for July 10th to call


Description:
Met w/ Natalie and completed company data report.  Their benefit fair is scheduled for Oct 31st 2012.  

Employees are paid biweekly and updated payroll contact w email, phone and fax. There is mandatory dir dep, or BB&T pay cards.

Benefits are through IBD Benefits w/ Chris Mullen.  The renewal period July 1st.

401K is through BB&T
Commercial accounts are through BB&T


Description:
Rcvd a message from Blanco Pierce about new hire packets.  Returned her call and LMTC.


Description:
Chatted w/ Lori and she accepted the DASH tix for the 28th of June.


Description:
met with Tyka Calloway and discussed benefits program completely un aware of the services and wants to get the company involved will send her the link for the intranet and and provided her a business service and member owner kit brochure looking to do lunch to discuss how we will roll out information in July


Description:
LMTC w/ Tony about discussing our partnership


Description:
LMTC w/ Karen about discussing our partnership.

Rcvd returned call and she is interested in the the Center.  Scheduled a lunch meeting for July 10th.


Description:
LMTC w/ Sherrie to discuss our partnership.


Description:
LMTC w/ Charlene to discuss our partnership.


Description:
LMTC w/ Mark to discuss our partnership.


Description:
LMTC w/ Regina to discuss our partnership.

Scheduled meeting to discuss our partnership on July 3rd.


Description:
Spoke w/ Cathy and scheduled meeting for Thurs June 28th  to discuss our partnership.


Description:
Called and ph # has been disconnected and look up in google and same thing.


Description:
Tracy and I met with Vicki and discussed the benefits program and will be looking at scheduling a visit for July 10th she will get back with me.


Description:
spoke to Bruce interested in entertaining debt instrument options referred to Doug


Description:
shannon called to move appt to the 11th of July at 11


Description:
spoke to Lisa she wasn't aware we offered benefits to the employees we scheduled appt for July 2 at 3:30


Description:
Tracy visited with Cheryl at Southern Fasteners company isn't going to be very active since employees are all over off site. Wants 15 packets, emailed copy of the cu benefit, and company stats.


Description:
Asked Cathy about Dash tix for Thursday, June 28th and she already has a commitment.  I will keep her in mind for future tickets.


Description:
Went to visit Rhonda Cathey the seg rep. Had a great conversation and gave her updated member packets. She has had price quotes from JBA and Cooperative Payroll and they are not interested or can't beat what they have.


Description:
Went to visit with Pam McCoy and had a great visit with her. She could not say enough good things about AFCU. She introduced me to Ginger, the CFO and she made the comment about an email she received from AFCU and stated they did not meet qualifications for employes to be mbrs. I explained that they are already part of the CU.  Will follow up with email about coming on site in the fall. Their benefit time is in October. May be I can join JBA at benefit time for servicing current members.


Description:
Met with Steve and he would like for us to send 6 sheets to him when we do quarterly campaigns. There are 6 different places he would like to hang them reaching different employees. He would like for me to come sometime in September and set up and possibly have a seminar as well at the same time. They just did their benefits in May but would be interested in hearing about our benefit. Currently with MedCost .


Description:
Met with Liz. Their cooperate office is out of Ohio. Liz did seem interested in me coming in sometime to service current employees. She was also interested in the auto buying service I told her about the CU. Will follow up with email and see if she will let me onsite.


Description:
Went to visit and meet Scott Martin who has taken Judy McQuire place, who has retired. He said he may be interested in hearing about our payroll as currently they use Flexpay. I am to email him about a time for me to come and be there to service employees as well as some interest in a lunch and learn seminar. Wants to close old business account and open new one. Scott also had some questions on a mortgage as he has two homes, one in Wilmington and one in W-S.


Description:
Had lunch w/ Crystal today 07/03 chatted about ice cream social, little debbie day, and biscuits one morning.  She is open to ideas and we are scheduled to come onsite on 07/17.


Description:
Met w/ Dave and Lisa (payroll contact).  I went over the company data sheet and updated the appropiate areas.  Insurance renewal is Oct 1st, and is w/ JBA.  Payroll provider is Flex Pay, and 401K provider is BB&T.

Their commercial accounts are w/ BB&T, allow all financial institutions to offer benefits to the employees.

Include in all new hire kits and dropped off 25 more packets as they requested.


Description:
I met w/ Kristy and she confirmed that they are will Cornerstone HC, and they will make all the decesions.  I chatted about onsite enrollments, and lunch and learns.  She mentioend that Cornerstone just switched all their commer accts to BBT and are stronly advising ee to bank w/ BBT.  I mentioned our mission, and let us know if we can assit in way, please keep us in mind.


Description:
Rcvd an email from Chris in AIG, and he said he heard of layoffs.  I called to ask if we would could be any assistance.  Teresa is no longer there, and our new contact is Vanessa Griffen.  She is also on vacation, until 07-16.  I lmtc and will followup.


Description:
Had ice cream social. They were very appreciative. Met both HR folks and they could not say enough about AFCU. Also did have an opportunity to talk with one of the employees interested in our smart rate checking.


Description:
Met w/ Shannon and he said in there line of work it is hard to host a visitation.  He mentioned that we could put something up at check pick up spot.  I will work w/ Marketing on options.  He is the dividion director, and has many office managers under him for each office within his region.


Description:
Spoke w/ Tracy about the Center interest.  Invited BAF and Ike to the lunch and per BAF request we changed the meeting to July 16th.

Karen has accepted tickets to the Dash game.


Description:
Tracy, BAF and myself met w/ Goodwill.  Karen Caines (our rep) her boss Bill Huffman, Tammy Tally Trainer, and Tom (CFO) met for lunch at Hutch and Harris and chatted about the Center and the many options though a partnership.  All parties are excited and we are going to move fwd.  BAF is going to talk w/ Ike and come up with a plan.  

Tom mentioned moving to Co Operative in the future.

Great overall meeting and opportunity.


Description:
Met w/ Regina and chatted about the partnership between the two of us.  I told her we could co-brand soemthing for their new hire packets.  

We could come out and do biscuits, ice cream socials, little debbie days and such to build awareness.


Description:
Met w/ Cathy and they do not hire anyone reg and there is not a lot of turn over.  They don’t need anything from us.  They are happy with Cheryl in JBA.


Description:
LMTC w/ Mary Ann about partnership and Allegacy.


Description:
Went to visit Laura Boggs. Updated information. Laura stated they changed their payroll to Paychex a couple of years ago and they are not that happy with. Will send referral to Susan. Laura stated their CEO does not like Financial Inst to come and sell to his staff. Most make minimum wage and it should be their choice. She is open to us doing seminars and would also like more packets. They do give those out to new hires. I also gave her  Connie's info as she is in the market for a new car and I explained to her what Connie could do for her. Very interested.


Description:
Scheduled lunch w/ Janice for Friday, July 20th @ Little Italy's.


Description:
I emailed and asked Kathy if she was interested in DASH tix for Aug 15th.


Description:
Went and met with Jill Conner. She is new to the company and still learning. She will share the info with the new hires and training days.Jilll and I are going to talk again once school starts and she gets comfortable with her job. Also took candy jar and they loved the chocolate.


Description:
Lunch w/ Melanie and Barry on July 31st @ noon at Firebirds.

Tracy and I met w/ Melanie as Barry had something come up.  Great convo, and took Acrylic tumblers.  Melanie did mention things are busy w/ the union wanting to focus heavily on health care.


Description:
Went to visit with Karen….found out that the State took over Secca and all employees except 5. 3 FT and 2 PT are part of the foundation. Gave her updated packets and talked about some of our products and services. She is going to share this info I left with her with those employees and call me if anyone needed AFCU for anything.


Description:
Went to meet with group for lunch and learn and did get a application for mbrshp and checking. She was also interested in auto loan. Took mbshp to mbr. Also talked about mortgage loan eliminator to the employees….seemed to be some interest.


Description:
Went to visit with Wanda, Gave her new packets and info on our workshops and some of the products and services we offer. Told her I could be onsite and be the concierge service for her employees. She will check and see if there is any interest as there is a cu right down the road from the plant called Telco. I also talked about our wellness program that she was very interested in and would love to do for her employees.


Description:
Went to visist with Rebecca and she was not in office due to receiving chemo. Spoke with Janice in office and they do their own payroll but have employees who do not have SSN or can not have a checking account. Not sure we can do much for them.  They have their account at Bank of America. We could possibly do something for their business account. Will call Rebecca  back.


Description:
Delivered 85 New Member Packets to Deborah as well as candy jar. Hoping to get in and talk with her. Could not get past the gatekeepers so I left goodies and called. Deborah asked that I calln the week of 8/6


Description:
Emailed CFSFC bfast invite

RSVP, Yes (2)


Description:
Emailed CFSFC bfast invite

RSVP Yes;  Sarah came to the bfast, just a reminder.  Ms Bailey passed away so be cautious of this.


Description:
Emailed CFSFC bfast invite

RSVP Yes; Tammy and Karen came to the bfast and spoke w/ BAF again about the Center.  We chatted about workshop that we can offer to the employees at Goodwill.


Description:
Emailed CFSFC bfast invite

RSVP, No

Teresa Bailey came to the bfast, and mentioned she would like to add info on their intranet.  I will call her and thank her for coming and also ask if she would be interested in lunch.


Description:
Emailed CFSFC bfast invite

RSVP, Yes (3)


Description:
Emailed CFSFC bfast invite

RSVP, Yes; Cathy attended the bfast, and even mentioned volunteering for the Center and fwded the info to BAF.


Description:
Emailed CFSFC bfast invite

Yes, RSVP (2)

Edie and Roger both attended the event, Roger gave me his sav acct mbrship.


Description:
Delivered Candy Jar and gave to ownders son Garrett Sparks.


Description:
Delivered Candy Jar, Sherrie was on vacation


Description:
Delivered Candy Jar, Rev K Stirewalt is no longer there, and they do not have a replacement at this time.


Description:
Delivered Candy Jar, he was on vacation.


Description:
Stephanie is no longer at Mullen, Anne Marie Grover is the new contact.

Left candy jar for her, she was on vacation.


Description:
Delivered Candy Jar, they are in a locked area, and has to have clearance to them.


Description:
New Contact nick Hamner, delivered candy jar, and he sent me a thank you for the candy.


Description:
Delivered 25 mbrshp packets as Rebecca Southern requested.


Description:
Blast Email for Invitation for Breakfast


Description:
Blast Email for Invitation for Breakfast-RSVP_No


Description:
Blast email invitation to Breakfast-RSVP_No


Description:
Blast email invitation to Breakfast
Responded yes with 3


Description:
Blast email invitation to Breakfast
Responded yes (1)


Description:
Blast Email Invitation to Breakfast-RSVP_No


Description:
Blast Email Invitation to Breakfast
Responded yes (2)


Description:
Blast Email Invitation to Breakfast-RSVP-No


Description:
Blast Email Invitation to Breakfast
RSVP No


Description:
Blast Email Invitation to Breakfast-RSVP-no


Description:
Angela called and mentioned that she was having a hard time logging into the web banking so I got her over to Tammy.  Tammy emailed me to let me know that Angela was taken care of and she was able to access her webbanking.


Description:
Met with Doug and presented our Health Savings accounts. Took all paperwork to Doug for mbr and non members. Waiting on Doug to call and I will pick up paperwork and take to Clemmons branch.


Description:
Called and spoke with new Benefits Cordinator Latrina McClinton at Inmar and she did not realize they had a relationship with AFCU. Told her they have had a relationship with us for quite some time and I needed to update our info. She was interested and wanted to know what benefits we have for their employees. They are growing and will be in the Bio- Tech building we are in.  I am meeting with her on September 18th to give her the CU info and also need to send and type up template for name change


Description:
Went to orientation. Signed up a member for checking and savings. Took application to Julie at FMC.


Description:
Dropped off candy jar for Clark.  Spoke about upcoming benefit fair.


Description:
Sent Debra an email about an onsite visit. Also sent a copy of our workshops.


Description:
Did an onsite visit with Penta on Health Savings Accounts.  Also took paperwork to Scott to move their curent account to a true business account. I am waiting on a copy of his license.


Description:
I had a ice cream social for these employees and served around 100 employees. Did get to talk about car loans, student loans and our smart rate checking account


Description:
Left message for Deborah to see if I can come and meet with her.


Description:
Scheduled meeting for 09/05/2012 on Health savings.

Delivered Candy jar


Description:
Sent an email reminding contacts that Allegacy attends benefit fairs, the client appreciation invite as well as CPS special offering.


Description:
Went to New Hire orientation in Winston Salem. Brought back 2 memberships and savings to FMC branch.


Description:
potentiial member called asking if I could come and talk to her about AFCU. She opened checking and savings. Delivered mbshp and card to her.


Description:
had enrollment her at new Business Partner. Had a chance to speak with about 65 employees. Passed out several kits to prospective memebrs


Description:
Went to new hire orientation. Spoke with 6 employees and took 3 accounts to FMC.


Description:
Met with Latrina and had great conversation with her. I provided letter to change company name. She said she would send to marketing to have on the branded letter head. She seemed to be interested in doing a breakfast  and learn session. It is benefits time and she is quite busy.  Will follow up to see if I can get in there.


Description:
Handed out 150 biscuits to employees. Very good response with members.


Description:
Went to the high school during the credit union hours to support our student run credit union and the teacher. Need to send shirt for teacher and the paperwork for their bulletin board. Their material needs updating.


Description:
Went to Pink Ribbon talks event at Village Inn in Clemmons. This was for survivors and I spoke with many of them about our lifestyle loan product. Many of them were members and excited to see Allegacy there.


Description:
Went to Breast Clinic during there flu clinic and got to speak to several folks interested in switching from Sun Trust and Wells. Gave member my card and mbrshp packet and told them to call me for assistance.


Description:
Attended their benefit fair. Had an opportunity to talk to all employees.They were very happy we were there.


Description:
Went to Mocksville and met with Christopher Scotland the Hr manager in Mocksville. He did not feel the need for us to be there right after conversion. Will be checking with him after things calm down to see if I can get on site.


Description:
Attended their Benefits Fair.  Spoke to many people and gave them infomration on the Credit Union. Many of the employees did not realize the credit union was open from 8:30-5. Very excited to hear that. Will try and get onsite to their different buildings.


Description:
Attended their benefits fair.  Spoke with many folks about the credit union benefits.


Description:
Lee Ann Bethel asked to open two savings and checking accounts for her children. She also needed updated packets.


Description:
Introduction Letter Mailed, meeting set for Jennifer Betson to transfer Kathy Golizek over to me as her point of contact.


Description:
Introduction Letter Mailed, updated contact information per Novant Employee


Description:
Updated practice manager contact information per Novant Employee. Introduction Letter Mailed.


Description:
updated SEG Rep after reviewing former CU Rep meeting notes, Jennifer Faustine is now the SEG rep.


Description:
updated address per meeting notes from d.alston


Description:
Spoke with Bob Sari, he has met with Glenn Flaherty (owner) several times in regards to 504 loan package. They are waiting until after the first quarter of 2013 to start loan process once company has sufficient funds for down payment.


Description:
conducted lunch and learn on Allegacy, Heidi and Connie spoke on CUABS, and Marti Waller spoke on Mortgage; Debbie attended as well

saw around 25 people; lunch and learn was very well received-the employees are very pro-Allegacy

For notes: Connie and Heidi were very brief-Debbie and I filled in a lot of their information from a sales perspective
Marti was good but gave conflicting information on Mortgage Eliminator-our contact corrected her


Description:
employee enrollment in Wallburg. Spoke with many employees as we served ice cream to them. Had a chance to speak to 100 employees.


Description:
Background info:
Kevin Carter called in to get a Mortgage with Allegacy (he is also a client of Napoleon's); during the conversation with Amy Cain he inquired about becoming a Business Partner; Chrystal Parnell and Napoleon met with Kevin and Chrystal completed the process of bringing the company in as a BP; They currently have a Truliant ATM at Hanger 1 in Greensboro but do not have a strong relationship with Truliant or Members CU; we have an ATM in Hanger 4 and one at the Wallburg location

Our ATM installation was flawless at Wallburg; the Greensboro facility was challenging as our IT group had a difficult contact there which resulted in many delays with installation

We offered a special promotion from 9/12-10/15-if employees opened a new checking account and did direct deposit of at least $100 per pay period they received an ipod shuffle; 8 employees qualified; HR asked if we could go back and give them to all existing members there who qualify-they are compiling a list for us and as of 11/21/12 we are still waiting to receive it (with much follow up); HR has delayed our distribution of the ipods to the 8 who qualified which has resulted in calls from those folks


Description:
asked DeeDee and Moncia for delivery dates for the ipods


Description:
left vm for Monica and DeeDee letting them know employees are calling about ipods and that I would like to deliver today


Description:
Cathy Pace suggested having Amy Cain set up a lunch meeting with Kevin Carter to thank him for the initial call regarding his mortgatge and partnership; this lunch will also serve as a point of introduction to Terry Peters and AIG; Amy Cain reached out to set up the lunch meeting and asked me to work through Kevin's assistant Gloria in setting it up

Set up the lunch tentatively for Dec. 5th at noon-Chop House Grille on Highway 68 in High Point
Keving would like Andy Halsey and Beth to attend

Sent meeting invite to Terry Peters and Amy Cain


Description:
updated contact information according to website, will resend introduction letter that was returned due to wrong address/contact.


Description:
called and spoke with Beth to get the information on the 2012 ornament sale; Colleen does a blog post each year and gets the info from Beth; I am getting it this year for Edee


Description:
sent email with information on our new Davidson location and asked if we can meet or have lunch


Description:
Rob Miller, Debbie Jones and contact center manager attended wake forest football game with me and Debbie


Description:
Dropped off Christmas Gift to Sarah DiGloria. Spoke with her about her interest in workshops for financial well-being for the employees. They are getting the CNAs together monthly and would like to look at different option. Told Sarah that I would follow up with her to discuss details, dates, etc.


Description:
Dropped off Christmas gift 11/28, discussed possibilities of lunch and learn options for the employees. He is interested in possibly starting this in February of 2013.


Description:
Met with Kathy, she is interested in getting personal checking accounts for all doctors for the purpose of making annual contributions to PAC, she also requested HSApaperwork which I emailed to her assistant, Jordan Allred.


Description:
Dropped off christmas gift and there is a new contact, Cindy Hobby is no longer at the facility. Updated contact to Melissa Silverman-Connolly.


Description:
Dropped off Christmas gift, name of company has changed from Lewis & Associates to Mike Lewis Attorneys, changed in SEGManager. Will initiate change with NCUA. Also there is a new contact, Karen Googe is no longer with the company and the new contact is Kay Arsenault.


Description:
dropped off christmas gift, updated contact, Brandt Clowers was not aware of why he was our contact. Darlene Murray is the office manager and handles HR affairs.


Description:
Solstas Lab Partners formerly Spectrum Laboratory Network, initiating name change with NCUA.


Description:
Tracy, Terry Peters & I had lunch with Kevin, Andy & Beth to introduce myself and Terry to the team. We talked with them about ATM locations in their building and the possiblities of financial literacy workshops with their employees. We also gave Beth their holiday gift.


Description:
Novant Practice, Delivered christmas gift


Description:
Delivered Christmas goodies to Beth and Christmas card. Will follow up for lunch and learn for 1st quarter.


Description:
Delivered Christmas card and goodies to Kim.


Description:
Delivered Christmas card and goodies to Al. Will follow up first quarter to possibly do a lunch and learn.


Description:
Delivered Christmas card and goodies to Tara. Need to follow up first quarter to see if they would be interested in a lunch and learn.


Description:
Delivered Christmas card and goodies to Vanessa. I will follow up with email 1st quarter to offer lunch and learn


Description:
Delivered Christmas card and goodies to Chris. Spoke with him about our new location coming and also lunch and learns. Need to follow up first quarter to see if I can do a lunch and learn for the employees.


Description:
Delivered Christmas card and goodies to Scott. Spoke with Scott and told him I would follow up and send them the information on our lunch and learns.


Description:
Delivered Christmas card and goodies to Tom. Told him I would follow up and see if anyone there would be interested in a lunch and learn. Need to send our list first quarter.


Description:
Delivered Christmas card and goodies to Jim. Did not get to speak with him. I will follow up with him first quarter


Description:
Delivered Christmas card and goodies to Cyndi. She was very excited to see me and would like for me to come in January. Will follow up with her 1st quarter.


Description:
Delivered Christmas card and goodies to Connie. Received a nice card from her stating how she appreciated the goodies and also how she appreciates our help with new hire orientation.


Description:
Delivered Christmas card and goodies to Jackie. Was not able to talk with her. Need to follow up to see if she has any interest in lunch and learns.


Description:
Delivered Christmas card and goodies to  Chad. He was not in. Will follow up with him 1st quarter.


Description:
Delivered Christmas card and goodies to Pam. Need to follow up 1st quarter to see if I can do a lunch and learn.


Description:
Delivered Christmas card and goodies to Jill. Will follow up in January to see if I can do a lunch and learn.


Description:
Delivered card and Christmas goodies to Rhonda. She was not available.


Description:
Delivered Christmas card and goodies to Doug.   Doug and I discussed me doing an appreciation day by providing breakfast. I will be doing this on December 18th.


Description:
Delivered Christmas card and goodies to Verna. We talked about doing something 1st quarter, possibly lunch and learn. I would also like to take her to lunch, She also needs member packets. Will deliver today.


Description:
Delivered Christmas card and goodies to Sharon.


Description:
Delivered Christmas card and goodies to Michelle. We talked about me coming 1st quarter and possibly doing a lunch and learn.Will contact her in January


Description:
Delivered Christmas card and goodies to Gale. She and I talked about Allegacy coming in the 1st quarter. Will follow up.


Description:
Delivered Christmas card and goodies. Was not able to speak to Mark.


Description:
Delivered Christmas card and goodies. Spoke with Angela and we talked about some of our topics for lunch and learns. Will send sheet in January so we can schedule for 1st quarter.


Description:
Delivered Christmas card and goodies to Louis. Will follow up with an email 1st quarter.


Description:
Delivered Christmas card and goodies to Lana.  Need to follow up with email in January for 1st quarter possible lunch and learn.


Description:
Delivered Christmas card and goodies to Debra. We talked for just a minute as she was very busy and I am going to follow up with our lunch and learn sheets via email. Also told her about the branch in Mocksville.


Description:
Delivered Christmas card and goodies to both the student run teacher and the principal.


Description:
Delivered Christmas card and goodies to teacher and principal.


Description:
Delivered Christmas card and goodies to Ran and spoke to her about coming and doing a lunch and learn in January.


Description:
Delivered Christmas card and goodies to Deborah and spoke with her about a lunch and learn in the 1st quarter.


Description:
Delivered Christmas card and goodies to Liz and talked about doing a breakfast and learn for her folks before their day started. Will follow up with an email in January.


Description:
Delivered Christmas card and goodies to Jennifer. I was not able to see her. I will follow up with an email in January.


Description:
Delivered Christmas card and goodies to Laura. Laura was not available. Will follow up with an email 1st quarter.


Description:
Delivered Christmas card and goodies to seg rep. Spoke to her very briefly. Will follow up with an email.


Description:
Delivered Christmas card and goodies to Jimmy Johns. Kevin was not available.


Description:
Delivered Christmas card and goodies to Debbie. She was not available so I will follow up with her via email in January.


Description:
Delivered Chjristmas card and goodies to Sallie. Spoke with her about me coming and doing a lunch and learn. Will follow up via email. They have construction going on as they are building a rehab building in front of their's.


Description:
Delivered Christmas card and goodies. Charles was not available.


Description:
Delivered Christmas card and goodies to Karin. Missed her. Will follow up with an email.


Description:
Delivered Christmas cards and goodies to Angela. She was not available. I will follow up with an email.


Description:
Delivered Christmas card and goodies to Carol and told her about the Center. Also told her I would send some information on the center and our lunch and learns. I will follow up in January.


Description:
Delivered Christmas cards and goodies to Shirley and spoke to her about Allegacy coming and doing a lunch and learn for the employees. Will follow up in January.


Description:
I sent via fed ex a Christmas card and 2 Harry & David boxes. Will follow up in January with an email.


Description:
announcement made that Herbalife may move in the Dell facility at Union Cross

researching contacts and company:

mostly temporary employees
huge focus on employee wellness


Description:
discussed onsite enrollments with Beth Lawson; she is going to have DeeDee Shook and Monica Pulliam set those up for me


Description:
Delivered holiday gift to principal and teacher/ students.


Description:
Mailed Holiday Card to BP Rep, included my biz card.


Description:
Helped correct a payroll error with support services, Shirley called to tell me about the issue.


Description:
Updated email for Kathy Goliszek. Emailed her to let her know that Deposit Operations is working on a solution for the PAC contribution accounts.


Description:
left message for Sarah DiGloria to set up meeting.


Description:
left message for Sherry to set up meeting.


Description:
spoke with Joy Budkey, requested a meeting but she explained that they are in the middle of flu season so they are very busy and would be willing to sit down with me after flu season has wrapped up. I have made a note on my calendar to follow up with her in the middle of March.


Description:
emailed Christy Hutchens to schedule update/introductory meeting.


Description:
Went to West to deliver cookies due to a death of one of the students. They were very grateful


Description:
Sent email to cyndi about coming onsite this quarter. Invited her to lunch.


Description:
sent email to Verna asking if she would like for me to be onsite this quarter. Also invited her to lunch to discuss this.


Description:
Sent email to Dana inviting her to lunch to see if she would like to plan a lunch to discuss what Allegacy can do for her and employees.


Description:
Sent email with onsite workshop sheet attached to the email to see if Icould get onsite this quarter.


Description:
Sent email to Michelle inviting her to lunch and shared the lunch and learn sheet. Asking if we could do this  first quarter.


Description:
Sent email to Gale, attached the lunch and learn topics to see if I could get onsite first quarter.Invited to take her to lunch.


Description:
Sent email with workshops attached and invited Ran to lunch hoping to visit this quarter.


Description:
Sent email to Chris with the lunch and learns attached. Hopefully I will be able to get onsite this first quarter.


Description:
Sent email to Deborah with workshops attached. I invited her to lunch. Hoping to get onsite 1st quarter.


Description:
Sent email to Liz with the lunch and learn attached. Also told her we could do breakfast instead of lunch if that works for her.


Description:
Sent email to Shirley to invite her to lunch and talk about the lunch and learns that we can provide her employees.


Description:
held Financial Success workshop for about 15 employees; they were very receptive to the information and had good questions; Amanda mentioned setting up recurring workshops (maybe quarterly)


Description:
Scheduled a lunch for Kathy and I to discuss onsite workshops again for her group.


Description:
Sent an email to Jennifer requesting a meeting and I rcvd an email from Tracey Jeffries in return stating that she would meet w/ me but after Feb 19th and she will contact me then to schedule a meeting.


Description:
Sent an email to schedule a bfast meeting or snack meeting to discuss our partnership.


Description:
Took Benita Howell with me to rising freshman orientation from 6:30-8 where we were able to speak with prospective students and their parents. Glenda Head requested promos for membership drive on Feb 20th.


Description:
I attened the freshman new hire orientation.  Mrs. Parker was thrilled that we supported her on this.

Mr Bass mentioned a 3 or 3 basketball game and asked if we could be the sponsor w/ no money needed.

Also Ms. Parker said that she had a student that needed to have the opportunity to do an internship and he would be avilable on Tues/Thurs to do so at the branch.  I am going to email Renee Hall about this.


Description:
Jennifer Betson and I participated in WS First's benefit/wellness fair. They had a 28% turnout since it is the first year. Terri was the contact for the event.


Description:
emailed Kim Flippin to set up first lunch and learn with employees.


Description:
Received a letter from Business Partner that the name of contact had changed. Updated Seg Manager to reflect that.


Description:
Delivered candy jar and spoke with Sandra Ackley for a few minutres. She was trying to close books for last year and stated if I contacted her in a couple of weeks we could schedule a time to meet and discuss Allegacy. Will email or call her and schedule lunch.


Description:
Delivered candy jar to Michelle. She was not available. Will follow up with an email.


Description:
Delivered candy jar to Cindy Marshall. Talked to her about our benefits as theirs went up 42%. Also talked about our lunch and learns and told her we could do breakfast if that worked better. She was going to take packet home and look at it and call me. Also told her about the new lifestyle loan for their customers


Description:
Delivered candy jar to Liz. She was not in. I will follow up with an email to her.


Description:
Delivered candy jar to Niki Vogler and she was not available. Will follow up with an email. Followed up with email to Nikki.


Description:
Went to deliver candy jar and realized company had changed names and owners. I closed the partnership in seg manager.


Description:
I reached out to Susan and asked where the benefit fair was that they usually host in May.  She told me May 1st, so I put it on the calendar as emailed Denise as well.


Description:
Assisted the student run with their membership drive. Also sposke with Karen about finding a past student for our video.


Description:
Delievered the membership packets.

Update Vanessa called and said thanks for the packets and she will call in regards to setting up an appt.


Description:
Emailed Debbie Walker on 2/15/13 to set up introduction meeting, she is no longer handling HR for the firm. It is now a cmmittee made up of 3 partners. She forwarded my email to them to see if they would like to meet with me.


Description:
Emailed Introduction Meeting request to Christy Hutchens


Description:
Dropped off candy jar to Christy Hutchens, was not able to speak with her. Will follow up to see about setting a meeting.


Description:
Emailed Introduction Meeting request to Bruce Winfrey.


Description:
Emailed introduction meeting request to Shirley Hairston.


Description:
Emailed introduction meeting request to Kathy Cooper.


Description:
Emailed introduction meeting request to Lisa Snider


Description:
emailed introduction email requet to Lisa Cain


Description:
Emailed introduction meeting request to Tyka Calloway


Description:
Emailed introduction meeting requet to Amanda Gordon.


Description:
Emailed Introduction Meeting Request to Lisa Cain.


Description:
Emailed introduction meeting requet to Rob Spaugh


Description:
Emailed introduction meeting requet to Amy Phillips


Description:
Emailed introduction meeting request to Julie Jacobson.


Description:
Emailed introduction meeting request to Darlene Murray.


Description:
Emailed introduction meeting request to Wendy Oliver.


Description:
Emailed introduction meeting request to Leroy Everhart.


Description:
Emailed introduction meeting requet to Pragna Shah.


Description:
Emailed introduction meeting requet to Melissa Silverman.


Description:
Emailed introduction meeting request to Amy Heath.


Description:
Emailed introduction meeting requet to Judy Goldbach.


Description:
Went to Reagan to film two interns and Mrs Gregory with Michele and Ben. We got testimonials from all three of them on video. It went really well.


Description:
Sent email to Shelia Savageau reports to Jeff Blair. Jeff told Carrie at the Wake forest game they were up for anything we wanted to do. I have reached out to her in an email and copied Deb in payroll on this. Will follow up accordingly.


Description:
Also sent an email to Chris Scotland at the Mocksville IR. Hoping to get in and talk to his employees.


Description:
Sent email to Jackie asking ro meet for lunch or 15 minutes of her time to tell her about some of the new options here at Allegacy.


Description:
Paul notified me that he had reached out to Julia (Mutual friend) and they are going to offer lifestyle lending to their customers.  He chatted w/ Carrie and she approved this.


Description:
Delivered candy jar and HAS paperwork to Doug. Talked about coming and presenting to his employees in the next month or so.


Description:
LMTC on generic VM, called to get updated info.


Description:
Sent Dave an email asking for a bfast or snack afternoon appreciation for his employees.


Description:
Emailed Regina about meeting for lunch to talk about the next steps for our partnership and opportunity.


Description:
Returned call from Brittany Thomas to update information on their Benefit/Discounts page. Expressed interest in meeting to discuss partnership.


Description:
Sent updated CU Benefit and Workshop Collateral to Brittany Thomas and requested times that would be good for her to meet to discuss partnership and what she will allow us to do with the employees going forward.


Description:
I took a welcome to the neighborhood plant and our updated marketing materials.  

Kim called to say that she loved the exotic plant that I dropped off for her, and she is Allegacy biggest fan.


Description:
emailed Beth to see if we can schedule a lunch meeting or quick meeting to officially introduce Laura as the contact for TIMCO


Description:
Bill Lackey had an in depth conversation with LaShonda Hairston from Wake (she sits on our board and the CFSFC board) and she wants to help us gain more exposure at Wake; I set up a meeting with her for March 13th to discuss


Description:
emailed Stephanie to see if we can set up a time for her to meet Laura and complete the transition to Laura as her contact


Description:
Did a Lunch and Learn on Financial Success for the employees here. Very receptive to the program and I am sure they will be reaching out to us. Sucessful.


Description:
Met with Office Manager, Sean Lamb, to set up time for presentation of the CU benefit to emplpoyees. Also, spoke about setting up recurring on-site workshops.


Description:
Presented CU Benefit to employees and had great participation. Will be going back for workshops in the coming months.

Emailed Sean Lamb to thank him for having me. Attached the onsite workshop collateral.


Description:
updated with new booster club president information


Description:
Called Chris the HR Manager from Ingersoll Rand in Mocksville. Had to leave message. Will follow u p with him.


Description:
Sent email asking if I could have an Appreciation Pizza Party for the staff.


Description:
Sent the flyer via email for the pizza appreciation day scheduled for 3/20/2013 that Erin created for me.


Description:
email from Beth that ATM is not giving out money; Amanda took care of the machine and Beth was informed


Description:
email from Beth that ATM is out of order; Amanda responded that it has been fixed and informed Beth


Description:
Beth responded that the week of the 18th would be best; she also said that DeeDee has changed positions and she will introduce us to her replacement Joey Fleming

I replied asking if the 21st or 22nd would work for a meeting


Description:
updated with Beth as our contact until she tells us otherwise


Description:
left vm for Gloria Elliot (Kevin's assistant) in regards to setting up a lunch with Kevin, Ike and me for them to meet and discuss the partnership


Description:
Sent another email to Ran asking to do a member appreciation for her staff. Hoping to get onsite 2nd quarter.


Description:
Dropped by Davidson College to let them know we are right  around the corner. Discovered our contact had retired. Updated the information I was given. Spoke with Elizabeth Robinson who was available and she gave me the correct information. Said she would share with Elizabeth Kibbler who is now the contact. I will follow up with an email in two weeks. Also dropped off a candy jar.


Description:
Dropped by to leave the most current  information about our branch in Davidson and our newest  products and services. Had an opportunity to talk with Kim Brewer our contact.  I did leave some new member packets with her and the square brochure about where we are.  Will follow up with an email in a couple of weeks.


Description:
Need to email or phone Pam and see if we can be onsite during their benefit time for servicing their employees who are members

will send an email today


Description:
Need to email or phone Pam and see if we can be onsite during their benefit time for servicing their employees who are members

Called


Description:
Sent email to Liz asking if we could schedule an onsite appreciation day for her staff.


Description:
left vm for Sheila Savageau letting her know that Jeff Blair asked us to follow up with her in regards to the partnership


Description:
emailed Sheila, copied Debra Jones, letting her know that Jeff Blair asked us to reach out to her as our contact; asked if we could meet in the next few weeks to discuss our partnership


Description:
Called Christopher Scott again to see if he would talk to me or allow me to come visit.

Phoned Chris again and left message.3/25/2013


Description:
Sent email to Sandra to follow up with my visit delivering a candy jar.


Description:
Just sent an email to Doug. Ralph called and an employee from ABI came in and told him they laid off the 2nd shift workers. I have reached out to Doug to see if we can assist him with this transition for the employees. Waiting to hear back.


Description:
Updated contact to Teresa Bailey and mailing address.


Description:
I invited Kim to lunch to chat about our partnership and options we can do to educate her staff.  

We are going to lunch on March 26 @ 1:00


Description:
Emailed JoAnne about host an apprection day for her staff.


Description:
We are invited to the annual benefit fair on April 2nd, mailed the $300 ck and form to register for the event.


Description:
I met with Tracey and educated her about Allegacy products and services.  We scheduled 8 meeting while I was there.  The first 4 are an appreciation and the last 4 are an onsite workshop.  

March 21st & 22nd
April 4th & 5th

I emailed and asked Renee to send someone from her staff to assist at the event.


Description:
Emailed Pat, asking for dates to host a bfast event for his faculty and staff.  Waiting on dates.


Description:
I dropped off the most recent marketing material and tried to see Peter, he was once again unavilable.


Description:
New contact for Mullen is Alison Shermeta, I called and LMTC.


Description:
Contacted Ms Parker and Mr Bass.
Ms Parker about upcoming Ice Cream social for dates and ideas and Ms Bass for dates for the faculty staff bfast.


Description:
Sent Teresa an email asking for a bfast/lunch meeting to chat about our partnership.


Description:
Did a presentation to staff. 85 attended and talked to them about all our products and services. Had several Aig referrals, mortgage, auto loan and checking referrals. Also had many interested in becoming a member. Very good visit and participation. Members gave me their name to update our sytstem as a WS Dental Care employee. Updated Miser.


Description:
Did a  Lunch appreciation for the staff and came back with 2 checking accounts and several mortgage eliminator loan referrals.


Description:
called Sheila; got voicemail

left voicemail for Debra Jones asking her to call us back


Description:
Sent a follow up email to Elizabeth. Asked if we could meet and talk about the opportunities and benefits of the Credit Union.


Description:
Carey and I dropped by Foamex to let them know we were in the Davidson area. You can not get through the doors to talk with anyone. I met a guy in the parking lot and asked about our contact who has retired. He gave me the new person information and I have updated the system. Will reach out with a follow up email.


Description:
Have reached out to Lakesha and asked if we could met for lunch and talk about the benefits of Allegacy.


Description:
Sent a follow up email to Kim about meeting for lunch and sharing the opportunities with the Credit Union.


Description:
Sent email to Jean Lindsey about doing a lunch and learn or breakfast for their staff to present benefits of Allegacy. Angela Potter mentioned  when I phoned that they have open enrollment coming up in the next couple of months.

Got a response from Jean and she stated they had other FI reach out to them and long going realtionships and at this time she did  not think it was a good idea. She mentioned I check again next year.


Description:
Phoned Chad and had to leave message. Told them I was checking on the new retail store they opened last year and if there was anything I could do to help educate his staff on AFCU


Description:
Went and met with Billie Hoovis and presented the benefits of Allegacy with her. She stated they have 5 locations and could I do all 5. I also will need to provide lunch as this is the only time I could get employees together. They are broken down with several lunches. They  have 175 employees.

I emailed 7 different dates to Billie for BP Presentations.3/28/13


Description:
Received a call from Jackie Barnes who will be the new contact since Brittany Thomas is no longer with the company. Sent her the CU benefit and set up a meeting to discuss partnership for April 10th.


Description:
Emailed Sarah & Shannon to set up meeting and discuss options for promoting Allegacy with their employees.


Description:
Set a meeting with Sarah for March 27th.


Description:
Went to meet with Sarah, she was having a busy day and asked to reschedule. However, before leaving I was able to talk with her about their upcoming employee appreciation days April 4th and 28th and we will be sponsoring lunch and have access to talk with their employees.


Description:
Emailed Cheryl Kennedy to set up meeting.

Meeting set for March 26th, taking her numbers of how many employees have their payroll deposited into AFCU. Got information through Natasha at CPS.


Description:
Met with Cheryl Kennedy, she was very interested in setting up some onsite workshops for her employees that are local. I will follow up with her in a couple weeks to set dates.

Provided some additional mktg collateral to post for employees reference. 

They renew their health insurance in January, I mentioned that we would be interested in participating in their employee open enrollment, even if it was just a few minutes to remind them of the CU benefit. Will reach out to her closer to time for 2014 enrollment.


Description:
Emailed David Taylor offering to host an employee appreciation lunch/breakfast.


Description:
Emailed Charlotte Acres to offer hosting an employee appreciation to remind employees of the CU benefit.


Description:
Kellie Blizard responded to email Rose forwarded her to meet with me. Set meeting for


Description:
Set meeting with Kellie Blizard, per Rose Collins' request for March 21st.


Description:
Meeting went very well, we set dates for appreciation breakfasts, followed by onsite workshops. We are going to start with the WS location but after we see what the participation is we may expand to Mt. Airy and Kville offices. 

Kellie is an Allegacy advocate and is willing to promote us to employees and partner with us in the future.


Description:
Emailed Kathy Goliszek the onsite workshop collateral to see if we can get access to her entire employee base vs. just the physicians. She said that she would see if there was any interest. I will follow up with her in the coming weeks.


Description:
Emailed Joy Budkey to set meeting.

Also, spoke with Staffing Director, Dianne Raynor, who was going to forward my information to Marty Norman to get me on the docket for the summer when they believe they will be doing some hiring. Dianne said it had been quite sometime since we had been out to remind employees of the CU Benefit.


Description:
Emailed Melissa Connolly to suggest us hosting and employee appreciation breakfast/afternoon snack to remind employees of employee benefit.


Description:
Emailed Marlene Fulp to request meeting.


Description:
Emailed Denise Loflin to set up meeting.


Description:
Emailed Darlene Stanley to set up meeting.


Description:
Met with office manager, Barbara Ramsey, provided her with member packets for new hires. She was interested in doing the onsite workshops for her employees. Took badge pulls and current campaign flyers. Barbara is an Allegacy advocate, does all her banking with Allegacy so she is willing to promote us to employees. Will follow up in the coming weeks to schedule onsite visits.


Description:
Stopped by to pick up paperwork for membership for one of the attorneys. Also, had WBFC to contact him regarding equity application.

Spoke with contact, reminded him we need to set dates for the lunch workshops.


Description:
Met with new contact Jackie Barnes. Expressed interest in attending benefit fairs going forward, even thought they may not be holding them in 2013 due to poor attendance in the past.

Jackie requested that Quarterly campaigns be sent electronically so that she can post to the intranet for employees. Let her know that we would be interested in providing financial wellness to her employees. She was going to get back with me on if that would be possible or not. 

Jackie was also going to get me a list of current employees with payroll being deposited to AFCU to make sure that we have staff coded correctly after they have merged with several local practices.


Description:
Went with the CFSFC to an event that BD helped set up for the senior class regarding smart use of credit.


Description:
Provided breakfast for the staff in the workroom, reminded the teachers that we are a credit union option for them.


Description:
Called and spoke with new BP Rep, Marley Poston, meeting set for Friday, 4/19/13 to discuss partnership.


Description:
Went to meeting with Tracy to talk with new contact, Marley Poston.

Meeting when well. She is interested in many avenues to get us onsite. They have a group of 45 interns that start May 20th, they may be adding our membership packet to their new hire packet. We will be talking about setting up lunch workshops for the interns.

We talked about the possibility of pushing us out nationally within the company and talked about the mobile capabilities, service centers & online services that can be utilized in place of Allegacy brick and mortor. We also discussed sponsoring events that they hold within the company to just get name recognition among the employees. 

They are in the discussion stages of bringing back a benefit fair in late summer/early fall, we expressed interest in attending this event.

Marley expressed that she would like for all communications to be electronic so that she is able to easily post to the intranet. Als, she is going to provide the Volvo specific direct deposit/payroll deduction form so that we can have a copy internally to be located on the Business Partner Directory. 

Will follow up with Marley on setting dates for first workshop and getting packets out to her for the interns as well as for new hire employees.


Description:
Took Ralph Miller to do an onsite presentation on financial planning. The feedback received was very positive.


Description:
Attended the Chamber Business After hours that was hosted by Catterpilar and took a tour of the plant. Was able to talk with Stephanie briefly about setting up a time to get us back onsite to talk with their employees. I will follow up with her in the next week to get a commitment from her on dates.


Description:
Did breakfast for the teachers and spoke to them at their staff meeting about Allegacy. Went back that afternoon for the student membership drive.


Description:
Did an Allegacy presentation and provided lunch to the staff. Had to speak in shifts as they all took lunch at different times.


Description:
I was invited to Ingersoll Rand's Benefits and Wellness Fair in Mocksville for the 9th and 10th. Had an opportunity to invite some of the folks to join me from the branch. I was there from 6am-8 pm on Tuesday and 1-8 on Wednesday. Spoke to many employees about all the products and services we have to offer. Also made sure they knew where we were. Very successful event.


Description:
Delivered Membership packets as requested byt Deborah Lomax. Talked to her about doing a afternoon snack appreciation for her employees. She said she would check with Tim and let me know. I will follow up with an email.


Description:
Company Visit with a Pizza appreciation lunch. I also filled up Tom's candy jar.


Description:
Emailed Stephanie to follow up on our conversation at the Business After Hours event that CAT hosted. Requested time to meet with her to discuss our partnership and future onsite visits.


Description:
sent Gloria Elliot an email asking if Kevin is available to meet or have lunch on may 6, 13, 14 with me, bus solutions and Terri G


Description:
Provided an ID Theft workshop by Tracy Myers to about 7 employees. Provided lunch and we were well received by the contact.

Kellie also accepted 8 tickets to the Dash Suite on May 29th.


Description:
Emailed Marley about getting packets out for interns starting in a few weeks.


Description:
received request letter and factors to consider from Leigh in JBA


Description:
em from Gloria saying Kevin had her send my email over to Andy Halsey and that Andy has been on vacation and just returned


Description:
forwarded my email to Andy and asked if he needs more dates

sent Cheryl Grant an email letting her know where we are in the process of setting up lunch


Description:
sent email to the college inviting them to our ribbon cutting event.


Description:
sent email invite to Jen torres for theie website. This was the invitation for the ribbon cutting event.


Description:
Called company to find out address, found out that both Winston and Raleigh locations are now closed. The Head Office is located in Teaneck New Jersey, updated information. & made company in-active.


Description:
Erin Tower, from westbrook branch visited this business and it has been sold. Made company in-active.


Description:
Emailed Lisa, per her request to see about setting up a summer workshop/enrollment like we did for them last year.

I have proposed June 18th for the event.


Description:
email from andy:
Hey Tracy, hope you are doing well.  I was out on Thursday and Friday and I am trying to catch up!  It would be great to catch up at some point, if you could refresh my memory on what the Business Solutions group was?  As for Healthcare Reform, I think we are in a good place with the information we are receiving from our broker.  It would be good to review how the ATM’s and membership are progressing as well.  

Responded with explanation of business solutions and available dates to meet


Description:
Mailed 100 pakets to Julie Chaney with my business cards. I have sent information to Oralia Johnson with no response. Left Julie a voice mail and will send a copy of my monthly newsletter.


Description:
Delivered badge pulls to IR in Mocksville to Sandy Stroud who was my contact for the benefit fair.


Description:
I have done presentations at all 5 locations providing lunch. Many folks had interest and did get some applications. I am going to call Billie and schedule some time with her to be sure all is okay with payroll.


Description:
After receiving returned mail, called the company. Dudley Products is no longer a company. They are now a new company, Dudley Beauty Corp,

Karen Blue is no longer the correct contact.


Description:
Reached out to Kim Flippin to offer Dash Suite tickets on May 29th.


Description:
Spoke with Deb Tidwell, she expressed that they have a strict solicitation policy but that she will pass along information to the employees. I updated her email so that our correspondance will not get returned.


Description:
Rcvd returned mail and emailed Nancy to confirm new address.  She gave me the updated address so I updated our information.


Description:
Rcvd returned mail and contacted Lori to verify new address.  Updated per her request.


Description:
Called Stephanie to request a meeting to discuss partnership and the ATM that is currently inside the location. It has been almost  a year since we have been out to see the employees. She informed me that Ron Norvell has retired and they are in the process of filling his position and that once they do they would like to meet with us.


Description:
Sent email to Ran offering a appreciation lunch, afternoon snack or ice cream social for the staff Heard back from Ran and they will be have a benefit fair in October….said let's just wait.


Description:
We had our Ribbon Cutting Event at the Davidson branch with Cathy Pace and Jeff Blair speaking. The event went really well with members from IR and The Chamber.


Description:
I provided an afternoon snack for the Emerson employees with a very good response. I had 12 new members sign up and took the apps to Parkway. Very receptive. Spoke with Tim and Deborah and they were very excited for us to be there. Tim said it would be fine for us to come a couple of times a year. They have open enrollment in September so I will contact them in September to schedule a time for October to go back and visit.


Description:
Called oralia Johnson as I do not have her email address and wanted to try and set up an ice cream social or afternoon snack for their employees.


Description:
Sent an email to Steve about offering an afternoon snack or ice cream social for his staff. Waiting to hear from him.


Description:
Sent Debbie an email about providing an afternoon snack or ice cream social.


Description:
set up lunch with Andy and Beth for 6.11.13 at noon at the Chop House Grill


Description:
Dropped by to visit with Jackie. I was not able to see her but confirmed her email address.


Description:
Emailed Dave about scheduling an event for the employees.


Description:
Scheduled lunch for Karen and Tammy for June 18th @ 11:30

Had lunch with Karen and Tammy at Riverbirch Lodge.  They were extremly thankful for our partnership and the next journey program starts in July.  They want to incorperate more Allegacy themed items for the staff, they have a new VP in HR so they have high hopes of offering more items.  

They both accepted DASH tickets to the game in July.


Description:
Attended Laura Kville roudtable and expressed interest in the onsite workshops.  

I am introducing Sabrina to Pam on June 19th.


Description:
I had lunch with Tracey on May 30th, talked about onsite visitations and Ice Cream event.


Description:
Emailed Regina about taking her to lunch about our partnership and event ideas to host at Hayward.


Description:
sent email offering an afternoon snack or ice cream social.  Waiting to hear back fro Jackie.


Description:
Sent email to Vicky asking if  she had a few minutes for me to share the benefits of Allegacy.


Description:
Idid an ice cream social for Ardmore family Practice and talked to several employees about our benefits. Also let Debbie know that we offer payroll, benefits and Nationwide Ins as well as business accounts. Will send her our Lunch and learn sheets to see if they have any interest in one of those.


Description:
updated practice manager name, via a novant contact.


Description:
I had lunch with Cathy and her boss had a family emergency so she was unable to attend.  

They have a new VP of HR from Chicago and she seems to really like him.  She hopes that Allegacy will be a larger part for him.  I told her I would love to come and take them both to lunch to get to know the hire.


Description:
Saw that they had purchased a table at the Sci Works Innovation dinner.


Description:
Took Sabrina and introduced her to Pam, she gave her a bus card.  Pam will be on a family vaca the week of July 4th.


Description:
Sent an email to Megan asking about a ice cream social or something for the employees as an appreciation.


Description:
Emailed Edie about offering an appreciation of Ice Cream or such to the employees.


Description:
Fed Ex'd items for onsite every other week for Irene.


Description:
Met w/ Mr. Bass and went over the SRCU plan and tailored it more to his school.  He is very appreciative of our partnership and said sky is the limit for the most part.  I also talked to him about the Peace Haven grand opening, even chatted about the Viking mascot in attendance.


Description:
Saw that they had a table at the Sci Works Innovation Dinner, never saw Allegacy contacts but thought it would be a conversation piece.


Description:
Just popped in at Davidson college to talk with Elizabeth Kibbler. Not very receptive, had meeting to go to and would not except any items from me. Said she would look at the information and let me know. I will follow up with an email and see if she will let me in.


Description:
Stopped in with a dessert tray to talk with Kim. She was very receptive and I am to schedule a lunch meeting with her for the 3rd week of July.


Description:
Just stopped in to talk with Lakesha and delivered a dessert tray. She came out to talk with me and was very nice. I left some information with her and told her I would follow up with an email about coming and doing something for the employees.


Description:
Sent Chris an email about scheduling a meeting about our partnership.  Wanted to offer ice cream social or biscuit bfast meeting.  Rcvd an email in response stating he was out of the office til after July 4th.


Description:
Sent an email to Susan to ask for a few min to discuss our partnership.


Description:
Emailed Cathy about hosting an icecream appreciation event.


Description:
Went to meet with principal to discuss the plan for the student run for the year. They seemed to be on board with us being there. Per our conversation I will need to go through him for the PTSA. I am going to schedule a time for Ira and Tracy to go and speak with the principal about us sponsoring some of the construction they are getting ready to do to their football field. If this works out they will have our name out there everywhere.


Description:
Sent Sallie an email asking if I could do an afternoon snack or breakfast for her staff.


Description:
LMTC w/ Yvette Scales scheduling a meeting about our partnership and an appreciation event.


Description:
Emailed Sherry to ask for a meeting to chat about our partnership and new products and services.


Description:
I tried calling Kristie and her direct line is no longer working, and the main numbers goes to a claims line.

I emailed her asking for a meeting to chat about our partnership and to ask about hosting an appreciation event for her employees.

Rcvd email returned.  It noted that due to polices the email was not allowed to be sent.


Description:
I LMTC w/ new contact Ewa pronounced Eva in HR about dicussing our partnership and the CU benefit to their employees.


Description:
Sent my second email requesting time to speak with principal and assistant about the upcoming school year and our plans.


Description:
Emailed Gary about hosting an appreciation event for his staff to learn about our new products and services.


Description:
I called and left a message for tiffany asking if I could possibly come over and do an afternoon snack or ice cream social for her staff.


Description:
Sent an email to Patti about hosting an appreciation event, to discuss products and services.


Description:
Rcvd the following email from Patti:

Let me discuss this with the corporate team and I will get back with you.

I will touch base with her in a couple of weeks if I have not heard from her.


Description:
Emailed Regina about hosting an appreciation event for her staff.


Description:
Emailed Debra about hosting an appreciation event for her staff to learn about new products and services that we have to offer.

Debra responded and chose Aug 15 for a bfast meeting.  I emailed Tommy asking if someone from his FC would like to be present.


Description:
LMTC w/ Mike about discussing our partnership and CU benefits to the employees.


Description:
J S Clark has closed the Mount Airy offices, and they have no use for our services any longer.  Marked as in-active.


Description:
Chatted w/ Dawn and said that mgmt has inforced no solicitation rule, and does not allow vendors/benefits onsite.  I can still email updates to her but nothing can be placed on the intranet, or mailing to the employees.


Description:
Spoke w/ Mary Ann about hosting an ice cream event and mbrship drive.  Scheduled for July 17th from 12-2, someone from Tville is attending this event with me.


Description:
Emailed Tony about hosting an appreciation event to his employees.


Description:
Emailed Laura to ask her to lunch to discuss our partnership.


Description:
Followup w/ Edee about hosting an event, Gene in on vaca and they need to run it by him first.  Also Alice is out on medical so they are down a person. 

Told her I would run her some fireballs by to replace her candy jar.


Description:
reached out to Tori about hosting an appreciation event/membership drive for her employees.


Description:
Rcvd an email from Richard Brodeur said for me to contact him regarding membership drive.  I called him and LMTC with some dates that were open.  Updated the info to Robert info.

Rcvd return call from Richard and I set a meeting for 07/09 to discuss Allegacy.


Description:
Sent Cathy an email about hosting a membershiop drive for her employees.  I mentioned ice cream, little debbie snacks, or a breakfast meeting.


Description:
Verified through Novant that this practice is no longer open, the physicians from this practice moved to other Novant practices.


Description:
Pat Stover shared with me that she has a person at the VA that she is working with on the individual personal side.  I asked for her contact info so maybe I can at the least share the monthly email with her.


Description:
Bill is no longer employeed, Matt Alspaugh/Ann Cashens are the new contacts.  I LMTC


Description:
LMTC w/ Allison about hosting a membership drive.


Description:
Quarterly Campaign Letters Mailed by Biz Dev


Description:
Sent email to rep asking if I could do an ice cream social for her staff. She was very interested and said she would get back with me.


Description:
Sent follow up email to schedule a visit with the staff.


Description:
Sent an email to Sandra asking if I could do an afternoon snack or an ice cream social for the staff in the near future.


Description:
Sent an email to Jackie offering to do an ice cream social. Hoping to hear from her soon.


Description:
Sent Mark an email offering to do an ice cream social for his staff. I have had no contact with this group and I am trying to get onsite.


Description:
Sent a followup email to see if I could get onsite and schedule a visit at the company. Had a great conversation with the rep a couple of weeks ago.


Description:
Sent an email to rep asking to do breakfast/ice cream for the staff. Hoping to get onsite soon.


Description:
Sent email asking if I could get onsite and do an ice cream socail or a afternoon snack for the staff.


Description:
Sent an email to Chad asksing if I could provide lunch or breakfast for his staff. Also inquired about the retail store he was opening in 2012.


Description:
Met w/ Richard about Allegacy this AM.  The fronstis office has 50 ee's and then the Advnace, Thomasville, Mocksville all have 8-10 ee's.

I scheduled an ice cream event for the employees for 07/19 from 1-3.  I have invited Abby to go with me.


Description:
Rcvd an email from Laura stating that she has been out of the office and extremely busy.  She will look at her calendar and get back with me.


Description:
Emailed Stephanie to follow up on setting a meeting to discuss partnership. She responded and Ron's position has been filled and as soon as she has an effective date she will let me know so we can set a meeting.


Description:
Sent Angela an email inviting her to lunch with Paul and I to disucss Lifestyle Lending.

RCVD an email from Donna Saylor, Angela is no longer employed.  She is our contact from now on.  She asked to touch base with her at a later date as end of quarter and such is here.


Description:
TO-DO ITEM DELETED  
7/11/2013

call to schedule onsite for September/October

set up the onsite for 8/5/13


Description:
LMTC w/ Rhonda about discussing our partnership.


Description:
Sent email inviting rep to lunch to discuss partnership.


Description:
sent email asking to meet with Teresa to discuss our partnership and the benefits of Allegacy.


Description:
Sent an email asking to meet with rep for lunch to discuss opportunities with her.


Description:
sent an email to the rep asking to meet and discuss our partnership. Also educated on service centers and offered breakfast or lunch to staff at all locations.


Description:
Called ato talk with rep. They no longer have JBA or co-op payroll. Their staff has dwindled to 11 employees. She said things are so bad right now that there will not be any staff meetings. She asked that I call back in 6 months.


Description:
offered an employee appreciation breakfast or afternoon snack to share the benefits of Allegacy.


Description:
Did an ice cream social for the members. Signed up 5 new members with 4 checking accts. We offered free ipod with checking and direct deposit. 

Delivered packets on 7/11/13. Spoke with Jennifer about benefits fair/wellness fair. They have a wellness fair in the 25th of July. They have renewal of their benefits in November. I am going to follow up with a call in October.


Description:
Did an ice cream social for the members ar Bermuda Run. Spoke with several people about membership and many of our products.


Description:
Sent  an email offering to provide breakfast for the staff as an appreciation.


Description:
Rcvd the email invite for WFU freshamn orientation.  It is scheduled for Aug 22 from 7-4.


Description:
sent prinicpal and teacher of student run credit union email about the upcoming student training.


Description:
sent email to principal and teacher advising them of the student run training schedule.


Description:
Hosted an Ice Cream Social for employees, saw about 40 people. Also, set up a meeting with Rep for end of July.


Description:
Provided breakfast as an appreciation for employees, spoke with about 40 employees and handed out several packets for new members as well as got some of the employees recoded in Miser. Spoke with practice manager and will look to set something up for next quarter.

First time we have had access to entire employee base vs. just the physicians.


Description:
left message for Sherry to come out to do an employee appreciation.


Description:
emailed kathy to set up meeting and employee appreciation.


Description:
Left vm for victoria to set up a meeting.


Description:
Emailed Lori Flinchum, benefits person per Marty Norman, lmflinchum@triad.rr.com to set up a time to meet to talk about our partnership and also let her know about our digital membership packet that we can give them for their remote employees.


Description:
Met with Principal about upcoming school year. He gave me contacts for all of the things we are wanting to participate in this year:

Freshman Orientation - Amber Daniels
Athletics - Joe McCormick
Arts - Carol Earnhardt
Website - Conrad Drew
Parent Emails - Nakita Wallace


Description:
Met with Kim Brewer for lunch to discuss Allegacy and an onsite visit. Kim was open to us scheduling an onsite visit in August. Waiting for her to email a date and will then schedule and invite Carey.


Description:
Sent the GO for Peace Haven invite to Cathy.


Description:
sent email to Chris the rep asking if I could host a aprreciation pizza party, ice cream social or an afternoon snack.


Description:
sent an email offering to host a ice cream social or afternoon snack to both IR locations. Also let Jennifer know at Davidson that I would have Allegacy information for their intranet service very soon.


Description:
Left a message with new rep as Steve Wheatley is no longer atKroehler. Left message for new rep.


Description:
sent email to new HR manager to invite her to lunch to discuss the partnership with Allegacy.


Description:
Invite to Peace Haven Grand Opening Sent


Description:
Rcvd an email from Laura stating Friday would be a good day for lunch so we are meeting at noon at River Birch Lodge.

Rcvd an email from Laura stating her father was ill and she needed to reschedule our lunch.


Description:
Practice manager contacted me to get information on switching her personal accounts, I referred her to Benita Howell at Westbrook Branch.


Description:
sent Billie an email asking to take her to lunch to discuss other opportunities for the fall and see if they had any feedback for us.


Description:
Sent an email to Doug asking to do an ice cream social or afternoon snack for the employees.


Description:
Sent an email to Ann asking to do an ice cream social or afternoon snack for the staff.


Description:
Emailed Susan to request meeting and to set up employee appreciation event.


Description:
Sent lunch invite to Kim, need to set up on-site for her employees, also have a new digital member kit coming that she may be interested in sending to her employees that are remote.


Description:
Took Abby Lovelace onsite and provided snack, talked with several employees about auto loans and mortgages. We were well received by employees and contact, will try to set up again with them later in the year.


Description:
Went to Salute! Downtown to Spilman tent where I was able to talk with Sean Lamb and Tim Moore regarding on-site visits.


Description:
Received email from staff member at spilman who had been refered by Tim Moore, Attorney, to me to see about setting up a Business Account. I referred her to Jenifer Alex in the Westbrook Financial Center.


Description:
Beth followed up on Tracy's request for us to come onsite to both locations for employee appreciation, stated that she would be in touch soon to set those dates.


Description:
emailed darlene to set up meeting/employee appreciation event.


Description:
sent Michelle an email asking to do an ice cream social or afternoon snack.


Description:
Met with Vonda Marlow, Practice Administrator, to discuss partnership. She is open to providing any material we have to her employees. She has many driving in from mocksville/davidson areas so I will take her brochures on those new locations. 

She mentioned having us onsite in September with Aflac to talk individually with employees to answer any questions, enroll new members & also to change any payroll deductions/etc.

Sent her the listing of onsite workshops and she is going to pick one and we will go ahead and get a date set.

Updated number of employees from 29 to 43.


Description:
Met with new HR rep and had lunch. Talked about their partnership with Allegacy. The employees only get a 30 minute lunch…we talked about doing a pizza lunch and have a table set up for membership and questions. They have two lunches 11:30-12 and 12-12:30. Will set up time in August.

Also discussed being there for their benefits which is held in May.


Description:
Took CFO, Steve Bailey and Marketing Director, Marc Maready to the Dash Suite to talk about the benefits that Allegacy had to offer their employees and talk about a partnership with them. They expressed that we would be allowed access to the communities that are located locally, they do not have a strict solicitation policy.

Marc reached out to Rich Garrison to see about providing discounted services to our employees and make them a preferred vendor for our staff.

Steve was going to present this partnership to the executive team and get the paperwork filled out and back to me towards the end of the month.


Description:
Sent Referral to Doug Brewer about Construction lending for two new projects that Ridgecare has coming up that Steve Bailey mentioned to me.

They are working on a date to meet.


Description:
Hosted a lunch workshop for the employees, 21 were signed up to attend but we only ended up having about 15 there. Took Connie from CUABS and Paul Phillips from TLC to talk further about the products and services. 

It was very well received by the employees, we had a lot of interest in the CUABS and also in the mortgage eliminator products.

Company is still very pro-Allegacy. Have contacted Lisa to say thank you and also would like to try to get onsite before next summer.


Description:
Dropped by to see contact, we talked about trying to set a date for a Financial Planning Lunch Workshop for the last week of August this summer. They have had many people out on Maternity leave and have been waiting for them to get back to get something scheduled.

Have emailed Sean potential dates/times for the workshop.

He also requested keychains, I will take those by next week.


Description:
Went to meet with David Smitherman, but due to them switching email servers he did not receive my email confirming the time of meeting. 

He is coming to Allegacy to meet with me tomorrow 7/25 to discuss partnership with the firm.


Description:
Met with Dave Smitherman, he thinks that the timing is good to get into the firm to remind them of the Allegacy Benefit. He will be in touch with me to bring me in to speak at a staff meeting.


Description:
Met with angela Starnes about the partnership with Allegacy. She would like for me to send something electronic that she can email to her employees. They do no meet as a group very often. 

They do however meet once a year have something they call the Summit. It is typically at Win Mock and everyone is there. She is hopeful that I will be invited to that. Will follow up at end of year.


Description:
Delivered check to West Forsyth for signage for their new gate around the field. There is an electronic sign going in and Allegacy's name will be on it.


Description:
Sent Pam an email about doing a member appreciation for her staff.


Description:
I provided lunch for all the teachers at their orientation back to school. They have many new employees and I was able to share the benefits of Allegacy to them. I also left packets for Jill the benefits rep.


Description:
LMTC w/ Mike about scheduling a meeting to chat about our partnership.


Description:
Sent an email to Al about host a kickoff bfast meeting for the staff and make them aware of our products and services.


Description:
F/U with Edie about the Ice Cream social for the employees.


Description:
Sent Kim another email asking for a date in August to do an appreciation for her staff. Waiting to here back.


Description:
Took Billie Albert and guest to the Dash game. Billie and I discussed possibly selling ribbons in the branch for the DW tournament and also taking the large ribbon man and displaying at the tournament. It would display all the ribbons sold in honor of. Will follow up and go take a look at the ribbon man and discuss with Ira and Garland.

Met with Willondra about the ribbons being sold in branch. Took a sample of a small ribbon man and spoke with Ira and Garland. Waiting to here from Tara about selling these during United Way and also want to get Ashley's approval.


Description:
Took Verna and guest to the Dash suite. Discussed having a member appreciation in august for the staff. She is open to that and as soon as they complete the construction in their breakroom we will schedule a date.

Sent follow up email to Verna about a date towards end of month.


Description:
Sent Beth an email asking if we could do a member appreciation snack or ice cream for her staff.
Ice cream social scheduled for August 16th


Description:
Sent Laura an email asking if I could do a pizza lunch or ice cream social for her staff.


Description:
sent follow up email to Beth regarding membership drives


Description:
Donated golf bags for West Forsyth's Athletic Booster Club golf tournament. Delivered


Description:
Went and met with Mr Martin and Mrs Miller to talk about new school year for Reagan. I also took paperwork for the PTSA to open a business checking account. They asked if I could provide dinner for their open house on August 21st. I am working on providing a dinner as our funds are dwindling.


Description:
Sent email introducing myself as the new contact. Will follow up with a phone call in 3 weeks.


Description:
Sent email introducing myself as the new contact. Will follow up with a phone call in 3 weeks.

Followed up with a phone call and discovered the rep we have listed no longer works there. Updated info in seg manager and resent letter to correct rep. Will follow up in a couple o f weeks with her.


Description:
Sent email introducing myself as the new contact. Will follow up with a phone call in 3 weeks.

Did followup call and contact had changed. Updated info and will resend email.


Description:
I did a Pizza appreciation for the employees who only have a 30 minute lunch. It went really well and I came back with 12 applications. I will deliver the packets next week and talked with HR person about doing this twice a year. They have two service centers within 3 miles.


Description:
Went to new hire orientation in Winston Salem and opened a savings and checking account for a new member.


Description:
Called Leslie to ask about their benefits day on September 3rd. I am waiting to hear back on what the plans are.


Description:
Going to the freshman orientation to talk with the freshman and educate them about Allegacy.

Also provided dinner for the teachers and attended open house for the high school. Had a great turn out and talked to many students and parents about the SRCU. Should see signifigant growth in the Student Run.


Description:
Did an ice cream social for the staff. Talked to several employees about the benefit of Allegacy.


Description:
I was invited to attend theie benefits and enrollment fiar. They requested a door prize item and giveaways. I had the opportunity to talk to many of the employees and there seem to be a lot of interest. I gave my number to many of them for questions. They all stated they were sick of their bank and the fees.


Description:
Preparing gift basket for Ingersoll's United Way campaign. It will consist of a picnic basket with wine and tickets to a winery.


Description:
Sent Gayle an email in June about Allegacy doing an onsite visit. They were in the middle of changing their business account to wells fargo and did not think it was a good time for Allegacy to be there. I sent an email today asking to do a ice cream or snack social and if she was still interested in the Allegacy partnership.


Description:
Sent Deborah an email to sachedule an onsite visit for her staff. Offered a popcorn party or afternoon snack.


Description:
Sent email to Sallie asking if they had a benefit fair coming up or if I could set up and do an afternoon snack for her staff.


Description:
Left Jim a message about the partnership with Allegacy. I asked if he would call me back and let him know we have a branch in Davidson.


Description:
Follow up with a phone call after sending welcome letter

Made phone call and left message for Jim to discuss partnership with Allegacy.


Description:
Follow up with a phone call after sendng intro email

Called and left message for Deborah King to call me back to discuss partnership with Allegacy


Description:
Follow up with a phone call after sending email to introduce myself.

Called to speak with Carin Brown about their partnership with Allegacy. Carin is no longer employed there,. I left a message for Carolyn Mochan


Description:
Follow up with a phone call after welcome letter

Called and found out contact info had changed. Resent letter to Rup and will follow up with a call in a couple of weeks


Description:
Follow up with phone call after into email

Followed up with an phone call. Rep info not correct and Laura the one I talked with said they are dealing with Wells Fargo. Not sure if they are interested in partnership. She asked me to send the letter to her and she would find out.

Did a follow up phone call to Laura and she stated she did not receive my email with the letter. So I am resending to day and will follow up with another phone call in a week.

Made a follow up phone call to Laura. Told her who I was and she immediately asked me if I could call her back this afternoon. Will do.

Called back as she asked in the afternoon and got voicemail. Left a message for her to call my cell.


Description:
Followup with a phone call after intro letter.

Followed up with a phone call to Marquita and left message. Information I had was correct. Will wait for her to call back before closing out this item.


Description:
Followed up with a phone call to Patricia our rep. They no longer want affilliation with Allegacy. Their cooperate office is in Alabama. I have made them in active.


Description:
Sent Lakesha another email asking if she has any interest in the partnership with Allegacy. I do not want to keep sending emails if she is not interested or going to respond.


Description:
sent another email reminder to Liz. She had stated she would like for me to come in one morning early before the guys all get out for the day.


Description:
sent another email to teresa about the partnership with Allegacy. I will give her a ew more weeks then I will follow up with phone call to see if they want to continue their partnership with AFCU.


Description:
Sent Cyndi an email about possibly doing a onsite afternoon event. Waiting to hear back from her.


Description:
Called because my email was returned from this company. I spoke with a lady who answered the phone and she said Teresa was the account manager. Left a message and asked her to call me to discuss AFCU's benefits.


Description:
Followed up on September date for enrollment and onsite visit for october.


Description:
Didn't hear back from Vonda, emailed again to see about september date and october workshop.


Description:
I did an ice cream social for the employees and had an opportunity to talk to many folks. They were very excited that we were in the Mocksville area. I feel like we will gain some business now that they know.


Description:
Emailed the teacher liaison to schedule a membership drive. Will be there on 9/25/2013.


Description:
Emailed the teacher liaison to schedule a membership drive. I will be there to assist on 9/23/2013


Description:
Emailed Kim asking about Allegacy being onsite. I know they typically have a flu clinic during the month of Ocotber. Heard right back from her that I was welcome to come and it would be October from 8-10. I will be providing breakfast for her staff.


Description:
Did a follow up phone call with Mrs Kelly who was in a meeting. Left my phone number and email address on her voice mail. Will make another attempt in 2 weeks.


Description:
Did a followup phone call and was given Ginger's name for the benefits contact. Left message for her to call me and also left my email address. I will follow up with a phone call.

Called and left another message for Ginger to call. Will send another email if I do not hear something in two weeks.


Description:
Sent Jen Torres an email asking to go to lunch. Also in the email I sent the Eagle A with the membership kit asking if they could put these on their intranet and when they clicked on the eagle a it would take  them directly to our website. Also shared the lunch and learn info. I am hoping to hear from her soon.

Sent another email on 9/23 with the new logo provided ny Marketing.


Description:
Sent Zmichelle another email asking to do an appreciation breakfast or afternoon snack for her staff.


Description:
I did a membership drive at the school today and worked with two of the students. We need something at the student run to attract the students over to the student run credit union. Maybe some candy to give away. I discovered that they had old account and membership apps. Left a message with Treva. Told the students that we will have another one in October and who ever got the most members I would get them lunch the next day>


Description:
Emailed Web Element Image to be posted on intranet.


Description:
Emailed Web Element Image to be posted on intranet.

9/26 - Received an email from Jackie that she had posted the image & link on their intranet.


Description:
Sent Kim another email trying to set up a time for be to be onsite and share Allegacy benefits with her employees.


Description:
Sent Liz an email asking her to lunch so I may share the benefits of Allegacy.I know they have accounts with other financial industries but their employees would still benefit from AFCU. Let's see what happens as Liz has not been interested in AFCU so far.


Description:
sent Nikki an email asking if we could come onsite and do a breakfast, ice cream or some other event for her staff. Shared with her that 35% of her employees are currently Allegacy members.


Description:
Sent Chritopher Scott an email attached with the lunch and learn subjects asking if we could do a lunch and learn for his staff. Typically he does not respond to my emails. I am going to keep trying though!


Description:
Sent Liz an email asking about their benefits fair this year and if the financial industries will be invited. Also asked for an opportunity to meet with her.


Description:
Sent Latrina an email asking if I could do a mbr appreciation for her staff. She currently has 228 employees that are using AFCU services. I also asked for the letter about the name change as she never sent that. Also told her to reach out to me as they made their move downtown if she needed anything at all.


Description:
We asked leigh at the Business expo if we could have the information to contact JBA's contact about the Allegacy benefit. Still have not got any information about this company.sent her an email asking if she could give me the contact info.

She emailed me back and stated the are getting ready for open enrollment and she would check with Cheryl to see if they can take Allegacy info with them and get back with me.

Per Cheryl we are not allowed on site as well as other financial institutions.


Description:
Sending another email requesting to meet with someone there to discuss the benefits of Allegacy.


Description:
Emailed David to follow up since I have not heard from him regarding coming to be a part of a staff meeting. I requested to attend the November 12th staff meeting to remind employees of the CU Benefit.


Description:
Tracy & I met with our new contact, Quen Howard, to discuss our partnership. We shared the statistics with him regarding current participation as well as the ATM usage rates. He seemed receptive to having an anniversary event since we have not been out in a year. I will send him bulleted ideas at the beginning of next week for him to take to senior leadership for approval.


Description:
Spoke with Quen regarding the document we sent to outline our plans for Anniversary Event. Caterpillar is only able to committ 30 minutes for us to come onsite. Also, they do not want special promotions run for their employees & we cannot bring in safety glasses.

We have planned a smaller IceCream event for November 6th.


Description:
Kim verified that her IT Manager was putting link to Digital Member Kit on their intranet today.


Description:
Followed up with Steve because I have not received paperwork for NCUA yet. He explained that the purchase of a new property in King, NC has taken much longer than expected. We are going to get together 4th quarter to move forward with affiliation.


Description:
emailed Shelly about setting up an onsite visit for employees, got her out of office, will follow up next week if I have not heard from her.


Description:
Sent Allegacy logo along with the member digital kit


Description:
Sent Allegacy logo along with the member digital kit
Jackie agreed to put info on their intranet


Description:
Sent Allegacy logo along with the member digital kit

At this time they are updating their intranet and did not want to add this.


Description:
Sent Allegacy logo along with the member digital kit

 Agreed to put this info on their intranet


Description:
Sent Allegacy logo along with the member digital kit

Angela phoned in and asked about the partnership which she knew nothing about. Their company has been bought out and their corporate office is in Texas. She said that they are not interested in any partnership with Allegacy. So I have made them inactive at this time.


Description:
Sent Allegacy logo along with the member digital kit
Kathy emailed back asking where are branches were. I sent an email asking to take her to lunch and attached a sheet of the service centers in the Charlotte area.


Description:
Sent Allegacy logo along with the member digital kit

Deb responded and stated she would check and make sure there were no problems with putting this on their intranet.


Description:
Sent Allegacy logo along with the member digital kit
Mr Martin agreed to share this with his staff.


Description:
Sent Allegacy logo along with the member digital kit

Debra Jones responded and stated she would get this out there and keep me posted.


Description:
From Hoovers:
Jason Loflin - Manager
jloflin@loflinconcrete.com


Description:
Went to New Hire orientation and came back with 5 new members, two with checking the others with vacation club accounts.


Description:
folliow up with a phone call from welcome email

Benefit rep requested to cancel partnership. Corporate is now in Texas and they make the decisions.


Description:
Spoke with Kathleen about Allegacy. She stated that they signed up and then no one ever came again. She has requested AFCU info and noone ever sent anything. I asked if she would like to go to lunch and talk about this but right now she has family that is sick and she is overwhelmed. I am sending her packets and brochures in the mail and need to call her back in about a month. They have orientation and woould like for me to come and talk about Allegacy some time. She felt like she had emoloyees that would like to join.


Description:
I did a popcorn party for the employees and had a really good response. The employees had many questions and I handed out several packets.


Description:
Seems I am playing phone tag with Jim. Sent another email asking to share info with him and the staff and left my cell phone for him to call me back. Will try calling again if I do not hear back from him.


Description:
sent an email to the new contact and will follow up with a phone call in two weeks


Description:
Sent Conway an email offering to do a lunch, snack or ice cream for his employees. Waiting to hear back and will followup with a phone call.


Description:
Sent Karen an email checking in to see if she needed anything from me and if I could provide a appreciation for her staff. Will follow up with her.


Description:
Sent Elizabeth another email about Allegacy coming onsite and doing something for the employees. Haven't had any luck calling or dropping by so I thought I would try an email and see what happens.


Description:
sent an email asking anita if she would like to go to lunch and discuss the benefits of allegacy for their staff. Waiting on a response.


Description:
Updated phone number in system and called and left message from allegacy asking to talk to someone about the credit union and their partnership.


Description:
Sent Sallie another email asking if I could do some type of appreciation for her staff. She has not been responding to me. Email returned 10/4/13. I placed a call asking for Sallie and she is off until Tuesday 10/8.


Description:
Mailed membership kits and information on Allegacy to Kathleen. Will follow up with a phone call in 30 days.


Description:
Made another phone call to speak with Laura about the benefits Allegacy.


Description:
Left a message for Marquita about getting together and talking about the benefits of AFCU. Left a message for her to call my cell phone.


Description:
Left a voice mail for Kim about speaking with her about the benefits of Allegacy. Left my cell phone number for her to call.


Description:
Called Linda to talk with her about the benefits of Allegacy and this office is closing down. Made the company inactive.


Description:
Called and asked for the benefits person and Marlene Holland was the name I was given. I left a message for her to please call me, that I just spent the day at IR and wanted to do something for her employees there at Doosan.


Description:
Phoned Pam and spoke to her about Allegacy. Asked if she would be willig to meet with me and discuss the benefits for her employees. Also mentioned that 14 iof her 20 employees were members and I would like to do soemthing for them. Scheduled a meeting for 10/11.


Description:
sent an email to Vanessa letting her know I was just checking in and if she would be willing to let me do an appreciation for her staff.


Description:
I attended their Health and Wellness Fair with Emily from the brnach. Matt did come down for bit as well. Had the opportunity to talk with many folks as we were the first company they saw as they approached the room. It was really good having Emily from branch as she knew many of them and if she didn't we knew that were not part of the Credit Union and this gave us the opportunity to speak with them quickly about our benefits.


Description:
Received invitation to their community appreciation event.. I called to RSVP and will attend Wednesday night at 6.


Description:
Ordered Credit union benefit sheets for their open enrollment. Delivered them to Cheryl.


Description:
Set up an afternoon snack from 11-2 with Seg and invited Karen Morgan to join me. It went really well and we tlaked to many of the employees.A car refinance, mortgage referral, certificate referral from one of the dentist, a new member and one of the employees will stop by Peacehaven fpr a mortgage refinance. Also had a member who wants to refinance her mortgage that is not fixed and move all accounts to AFCU. Stated she went to Clemmons and the lady was supposed to contact her to start the process and never did. Karen was going to handle this for me. Also took care of Dr Watrkins and ordered cards for her and son.


Description:
Met with Pam and Rita from HR. They are just planning a Health and Wellness fair for next week and have invited me to come from 7-9 and 2:30-5. They were both very excited to hear about the benefits of Allegacy and also mentioned me coming back to do other events after the wellness fair. I also updated the employes as we had them with 20 and they have 50.


Description:
Met with Janet Sheppard who is CEO of financials and she was very excited to hear from us. She spoke with her VP of operations and asked that I come in on a Friday and we scheduled for October 25th. Will send flyer for her to post and send to employees.

Sent flyer to Janet to post and send to her employees.


Description:
Sent Lisa an email offering to cme and do a breakfast or healty afternoon snack for her staff. Will wait to hear from her then call.


Description:
Sent another email asking Sandra if I could come and share the benefits of Allegacy with her staff. Offered breakfast or afternoon snack. I will follow uo with a call if I do not hear from her.


Description:
Sent Phyllis an email asking if she needed anything from me, updated packets or to just share the AFCU info and benefits with her staff. I also offered to do an appreciation for them. Will follow up.


Description:
Left Jennifer a message asking to meet with her and share the benefits of Allegacy with her and then with the staff. I asked that she call me and let me know when it would be convenient for her. Also offered to go the Kernesville as well. Will follow up.


Description:
Called and left Ron  Boyd a message about the Allegacy partnership and told him we are in Charlotte and Davidson area. Will follow up if I do not hear back.


Description:
Phoned and asked for Carol Maine who is no longer working there.I spoke with a Lashaunda Lash who is the HR Manager. She asked if they were still eligible and I said yes they were. I asked her if I could come and meet with her to talk about the benefits of Allegacy. I am meeting with her on 10/23/2013 at 10. They have multiple locations in King and Danbury.


Description:
Sent Billie an email wanting to check on them and see if they have new member packets and lifestyle lending brochures. Asked if she would like to go to lunch and talk about this. Waiting to hear back from her.


Description:
Sent Dennis the administrator of HR about our Lifestyle loan. Asked if he had a few minutes for me to share this information with him. Hopefully I will hear from him and take Connie to share the info.


Description:
Was invited to be apart of their wellness fair. Spoke to about 100 people and enrolled 3 during the on-sight as well as gave out a good amount of $5 dollar cards.


Description:
Sent survey to Seg reps
sentt survey to Tiffany who would never call me back and the email came back stating that she no longer worked for Ventlab and Kevin Lawrence was her replacement. I called Kevin and he is out of the office until next week, which I will call back and see if I can set up a time to visit with him.


Description:
Attended their two wellness fairs. One from 7-9 and to accommodate both shifts went back from 2-5.  Went really well, both HR folks are interested in Allegacy and I was well received. I will be calling back and doing some onsite enrollments for them in the next few months.


Description:
Invited to Pink Ribbons event at the Village Inn. This is an event for survivors with a fashion show, lunch and vendors in a room. I was there to share the beenfits of Allegacy with the survivors. I was surprised by how many of them had a relationship with Allegacy.


Description:
I was invited to come and vote for spirit week. The  students from each grade decorated the halls as I was to vote for the best of the 4 grades. Excitaed that they asked me to do this. Also ran in to Karen Greogory and discussed coming the last week of the month to meet the teacher replacing her and be there to support her. I will ask Treva to go with me.


Description:
Sent an email to matilda asking to come onsite and do a breakfast or afternoon snack as it has been sometime since we have been there. Will wait to hear from her and then make a phone call if I do not hear anything.


Description:
Sent an email asking Carolyn to let us onsite for a breakfast or afternoon snack to share the benefits of Allegacy. Will follow up with a phone call from this email.


Description:
Sent Mike an email about scheduleing a meeting to discuss our partnership and our new campaign.


Description:
Sent an email to Pam about schdeuling a meeting to discuss our partnership and our new campaign.


Description:
Emiled Megan to schedule a meeting to dicuss our partnership and our new campaign.


Description:
Received reply from Sandie stating that she had 7 locations and 2 were in Virginia. I told her I could treat all locations the same as there were service centers throughout the united states that service credit union members. Otherwise I will take mbr packets and drop off for her.


Description:
Beth emailed me asking for an Allegacy item for their United way campaign. I put together the picnic basket, towel and cup for her…and delivered.


Description:
Sent Kim another email about me coming onsite and doing an onsite visit with the employees.


Description:
Met with Lashaunda in HR and talked about the benefits of Allegacy. She seemed excited to have me come in to all 7of their facilities, We scheduled these dates for November. I will be doing lunch, afternoon snacks and breakfast for them next month. Will be sending flyers to Lashauda for the different facilities.


Description:
Sent chris another email asking what I could do to share the benefits of Allegacy with his staff. I am waiting to hear back from him. If he does not respond this time I will call.


Description:
Did New Hire Orientation in Charlotte for new employees.


Description:
Called Kevin to ask if I could have 15 minutes of his time to talk about Allegacy and our partnership. He was out of office so I left a voicemail with my number. Will follow up at end of week to see if I can talk with Kevin.


Description:
Called Carolyn back to followup with email. Got her voicemail and left a message for her to call back.If she does not call this week I will follow up with an email and another phone call.


Description:
sent another email to Conway asking if I could provide anything for his employees. Will follow up with a phone call in a few weeks.


Description:
Called Laura about the partnership with Allegacy and actually got to speak with her. She said they were not interested in the partnership with Allegacg right now and she would call if they were. I will make them inactive, so they I do not continue to send information.


Description:
Called Marquita asking for a few minutes of her time to talk about Allegacy and the benefits. Asked her to call back but will follow up next week.


Description:
Made another phone call to Deborah asking about the partnership with Allegacy, Will follow up with another call if I do not hear something in the next week.


Description:
Left a message for Kim asking to have a few minutes of her time and checking to see if they needed anything from Allegacy. Will follow up with a phone call and maybe just stop by.


Description:
Sent an email to Neil asking if he needed anything from Allegacy and to please feel free to call me if I can provide anything for his staff.


Description:
Left another voice mail for Elizabeth. Not havaing any luck with Davidson. I have emailed, called and stopped in. They do not seem to want to talk to me. I will keep trying until they tell me no.


Description:
Called Chris and left an email asking if I could do something for his employees. Also let him know that half of the staff were credit union members. Will follow up with another call if I do not hear back from him.


Description:
Provided breakfast and handed out information on Allegacy to the employees. Did not get a chance to talk to all employees but many of them. Will follow up next year and provide something else for them.


Description:
Called and left a message for Marlene. Also left my phone number. Told her I wanted to share the benefits of Allegacy with her staff. Hopefully I will hear back from her and can get onsite and do something for them. Will continue to try and call.


Description:
Called Sallie and verified email address. There was no . In her name so her emails were returning. Spoke with Sallie about being onsite and doing something for her employees. They have 1st 2nd and 3rd shift employees and I would have to do something for all three shifts. She was really busy and had to keep putting me on hold so I am going to email her some dates and times and then we will schedule something for the month of November.


Description:
finally spoke with the rep and she was not interested in Allegacy

Seg Rep was not interested in Allegacy at this time. Said she would call if she had a need.


Description:
Follow up with phone call

Left voice mail for Conway….will follow up with call


Description:
Shipped mbrship packets, badge pulls, sweepstakes flyers, lint sticks and credit union benefit statement to Rick Debartolo. Did this via fed ex.


Description:
Left another voice mail….not sure who I need to talk with as I have a mans name and it is a womans voice I get when I call. Will continure calling.


Description:
I have been sending Michelle emails about being onsite and doing an appreciation for her staff. She has not been responding so I called and got her voice mail and left her a message. Will follow up with her.


Description:
Called the rep in seg manager who is no longer there. The woman that I spoke with was very helpful and told me that Davidson Cardiology, davidson ortho, prime care and Cornerstone foot and ankle are in the same building. She said maybe I need to speak with beth Wallace who is the HR person. I called and left her a message. Will follow up with another phone call. I do not have the email address.


Description:
I called Lakesha because I am not getting any response from email. I will keep trying until she will make a decision and let me know. She acted like she would like for me to come when I met with her in July but has not responded to any calls or emails.


Description:
Called and spoke with Liz about doing something for her staff. She said they are very busy with the nice weather we are having but possibly we could do something for them after the holidays. I will call her in January and see if we can find a date.


Description:
Bob Church has a relationship with Glenn; he asked Glenn to meet with me to discuss the possibility of the association partnering with Allegacy; sent times I can meet


Description:
Called Family Medicine and they told me to call the hospital as they ran the Foothills family medicine. They told me the interim director's name was Kathy Poteat, so I left a message for her to discuss the partnership with me. Hopefully she will return the call if not I will call her.


Description:
Called and left a voicemail for Giner again. Will keep trying to speak with her.


Description:
Sent Vicky an email asking if I could come and share the benefits of Allegacy with the staff, perhaps at their benefit fair. Will give her a week and then call if I do not hear anything.


Description:
Sent Kim another email making sure everything was okay since I have not heard from her. Asking again if I could be onsite sson.

Kim called back and of course I missed the call. She is sending me some dates via email so that we can schedule an onsite visit.

Scheduled an onsite visit for 11/20. Finally!


Description:
Sent Kathy an email asking if I could come onsite and share the benefits of allegacy with her staff. Told her I could have an afternoon visit with healthy snacks for her staff.

She responded stating that there were a lot of changes going on in the office…so not at this time. Thanks anyway…..will try again in a few months.


Description:
Charlie finally answered my email with….most employees there interested in a federal credit union typically pick a local company.  There are several members in Charlotte that are part of the credit union….not sure what to do with this one.


Description:
Sent Terri an email asking if she needed anything from me, her business liaison. Also told her about our Mocksville branch and Clemmons. Offered to do a appreciation for her staff.


Description:
Sent Pam an email asking if I could do an appreciation for her staff and provide the benefits of the credit union.


Description:
Sent introduction letter to this company and will follow up with a phone calll after a week or so.


Description:
Sent introduction email to Myra and will follow up with a phone call to her in a week or so.


Description:
Sent an introduction email to Jackie as I have not been able to be onsite or have any contact with her since before I joined BD. Will follow up with an email to Jackie to see if I can get onsite. They are very close to our home office.


Description:
Sent email to Rhonda asking if she needed anything from Allegacy, packets, mbshp info etc. Also offered to come onsite and do something for her employees.


Description:
Sent Chad an email asking to do something for him and his staff. He never responded to my last email and I am following up to see if he is going to let me  onsite. He now has a retail store as well. Will follow up with a phone call in a week or so.


Description:
ID Theft lunch n learn scheduled for November 20th.


Description:
Provided graphic from marketing for a sign that the school is putting up on a wall in facility to honor their local businesses that support the school.


Description:
Winston office has recurring monthly staff appreciation meetings, we supplied the food for two of these events and they are willing to let us participate at anytime as well as provide payroll stuffers for employees paychecks. Tracy Deas is the contact for the appreciation events.


Description:
Marty Norman has expressed that, at this time they do not have enough local staff to bring us onsite.


Description:
Kathy has had smartrate checking accounts for each of the physicians, to which she makes contributions out of their payroll. She will need to confirm annually if funds are available for them the account owners to write checks to a Political Action Cause, I just did this before leaving on 11/1/13.

Also, Dr. Friedman frequently asks that we do HSAwithdrawals for him, I handle these with deposit ops and Jordan Allred; I have mailed check directly to make credit card payment in the past.


Description:
for next school year, we need to schedule with Joe McCormick nights we want to attend football games JV and Varsity, we can also do coin toss once a year.


Description:
Requested an onsite, need to follow up after the holidays.


Description:
Hosted and icecream social in the third quarter. Kellie is great about letting us onsite here, they are very PRO Allegacy.


Description:
Keep trying to get Beth Lawson to committ to a date for icecream at both locations!


Description:
Sent Kevin an email about doing an appreciation for his employees.


Description:
Jackie called asking for something to give the new hires. I told her I had packets she could pass out. Also discussed when they do their employee benefits, which is in May, that I can come and set up and share AFCU with employees. Jackie said that would be great and she would invite me at that time.


Description:
Just received an email from Donna stating that IR is having a reorg.layoff. Trying to collect more info.


Description:
Did a breakfast for 3rd shift employees, very interested but they do not have direct deposit. I told them about web deposits and mobile deposits since we are not real close to where they work. The payroll rep asked me about giving her something about this that she could stick in their payroll check envelope. She thought they would make them all very interested. Will talk to marketing. Also the COO came and talked to me about an ATM there. Took this back and shared with Tracy. Sent email to Lasahunda letting her know we are working on piece for payroll checks and gave info to appropriate people about ATM.


Description:
Called Christopher at Mocksville and asked if I could come and do soemthing for his staff. Offered early morning, lunch or afternoon. Hopefully he will return my call.


Description:
Sent Jennifer an email asking if I could offer some type of allegacy class/investment info for the staff at Davidson. Hoping to hear back from her.


Description:
LMTC w/ Regina.  Wanted to touch base with her about partnership.


Description:
left vm for Jen Torres asking her to call me in regards to Matt Weaver saying the company is facing reorg and layoffs

research online shows that the company is forming a spinoff of its security business


Description:
Did an onsite lunch visit with one of the medical offices in King. They do not get to leave for lunch. Talked to most of the employees about the benefits of Allegacy. Had several really interested and said they would go up to the Tobaccoville branch which is just a few miles away.


Description:
Sent Darlene an email asking for the number of students we are serving ice cream for on 11/22. We are doing a social event for the honor roll students.


Description:
Went to the Walnut Cove medical office and provided an afternoon snack for this small office. Had an opportunity to speak to each individual about AFCU. Everyone is asking for DD. I offered mobile banking to them. There was some interest in our equity and credit cards.


Description:
Delivered 2 Health Savings packets and 3 additional as Jordan requested. He will have them fill out the forms and call me when ready to pick up.


Description:
LMTC w/ Pam about discussing our exciting new promotions.


Description:
LMTC w/ Regina, wanted to chat with her and touch base with the new Truliant offering.


Description:
LMTC w/ Megan.  Calling to chat about our partnership.


Description:
Spoke w/ Colleen wanted to touch base w/ her and see if she has everything that she needs.  She said they are good, no turnover, and she tells everyone she knows about us!  I said keep us in  mind we are always willing to assist.


Description:
Sent Edie an email asking about setting up an AM appt to remind employees of the CU benefit.


Description:
sent email confirming the lunch and learn; asked for times, number of attendees, and verification that we are providing lunch


Description:
Did an onsite visit for Pioneer Pediatrics and Pioneer Family Medical. There were several employees who seemed very interested in AFCU. Also got to talk with two of the doctors.I provided an afternoon healthy snack for the employees at both of these locations.


Description:
Went to Pioneer Medical Center in King and talked to several of the employees there. Many questions about direct deposit. If we could provide there payroll I do believe we would get most of the staff on at Allegacy. Gave Amys Cains name to several of the employees and also discussed wealth management. I am going to call Lashaunda in HR there and ask who we can talk to about payroll and Allegayc doing it for them.


Description:
Find out who bought them and get necessary paperwork for us as they will remain in fom


Description:
call to inform them of the partnership; with mocksville location we should be able to re-engage


Description:
I rcvd an email from Tory asking me to update the HR contact to Denise Appleyard.


Description:
Rcvd a phone while in route to meet Sherry for lunch to chat about the benefits for Allegacy, she needed to reschedule.


Description:
Delivered Turvis cup to Debbie for Christmas


Description:
Delivered Turvis cup to Jackie for Christmas


Description:
Delivered Turvis cup to Kim for Christmas


Description:
Delivered 2 Turvis cups to Billie and Tara for Christmas.


Description:
Delivered Tervis cup to Chris for Christmas


Description:
Delivered Tervis cup to Janet for Christmas


Description:
Delivered Tervis cup to Sallie for Christmas


Description:
Delivered Tervis cup to Michelle for Christmas


Description:
Delivered  2 Tervis cups to Tim and Deborah for Christmas


Description:
Delivered Tervis cup to Vanesa for Christmas


Description:
Delivered Tervis cup to Liz for Christmas


Description:
Delivered Tervis cup to Nikki for Christmas


Description:
Delivered Tervis tumbler to Christopher in Mocksville for Christmas


Description:
Delivered Tervis cups to Latrina for Chistmas


Description:
Delivered Tervis cup to Martha for Chirstmas


Description:
Delivered 3 cups to Principal, asst Mrs. Miller and teacher liaison for Christmas


Description:
Delivered Tervis cup to Sharon for Christmas


Description:
Delivered Tervis cup to Tom for Christmas


Description:
Delivered Tervis cup to Chad for Christmas


Description:
Delivered Tervis cup to Sandie for Christmas


Description:
Delivered 2 Tervis cups to Cyndi and Bridget for Christmas


Description:
Delivered 2 Tervis cups to Michelle and Connie for Christmas


Description:
Delivered 2 Tervis cups to Pam and Rita for Christmas.


Description:
Tracy and I took Melanie to lunch to chat about the change and so she could say 'good-bye'


Description:
email from Bob that he is going to see Glenn today and try to nail down a time for us to meet


Description:
Delivered checking, auto loan and credit union benefits sheet to Beth for the employee benefits for her staff.


Description:
contacted the school to verify that Mrs. Rector and her students would be at the student run training on Jan 29th. Left message at school for her because she has not responded to my email.


Description:
Sent an email about the Allegacy scholarship opportunities to the teacher and principal.


Description:
Sent an email to teacher and principal about the Centers' opportunity for scholarship dollars.


Description:
Marketing put a piece together "Welcome to the Neighborhood". I was able to send this information to Jennifer Huang in the Bio-Tech building. She is sending electronic information to each of the employees at Inmar in three groups and offered to send something from us.


Description:
Delivered wake forest basketball tickets to Scott Martin who was sharing with the doctors in the practice.


Description:
Had Student and teacher training at Westbrook for the student run credit unions.


Description:
Sent Quarterly Campaign letter to Seg Rep


Description:
Attended freshamn orientation and had the opportunity to speak to many parents. Also spoke with Kala one of the teachers and she was interested in Allegacy doing a class for her. I have connected the teacher to Betty Ann and the Center for smart financial choices.


Description:
Attended freshman orientation. Two of the student run credit union students assisted me. Had an opportunity to speak with many parents.


Description:
Called to see if we could attend their benefits/wellness fair.  It's this coming Monday, Feb 17 from 10am-2pm.  It's a Federal Holiday but we can drop off material on Friday and Terri will put out for her employees on Monday.


Description:
Tried to email Jessica Maurice about Annual Benefits Fair.  Email wouldn't go through.  I called HR at 758-4700.  Jessica is no longer there.  I was referred to Bethenay Fay.  I left her a message to introduce myself and to find out about their benefits fair.


Description:
I tried to call and send email to Barbara Ramsey.  Her email address is not valid and her phone number is no longer in service.  I tried calling practice but I could not get a person on the phone.  I will try to stop by in the near future and see what I can find out.


Description:
Sent email to LaShonda to invite her to lunch and see if she could help us with new contacts at Wake.


Description:
LaShonda's response to my email Benefits Fair is scheduled for April 2nd from 10am-3pm.  Chief Human Resource Office is Carmen Canales.  336.758.4700.  Ms. Canales has been to visit Allegacy headquarters to discuss Wellness & should be familiar with Allegacy.

LaShonda would love to see us Allegacy represented at Move In Day which is August 21st.  She stated it’s a time we could really share our services with parents, especially those that are from out of town.

Scheduled to have lunch with LaShonda brainstrom 2/21/14.


Description:
Talked with Terri today.  The school is closed today so I won't be able to drop off any material.

Terri recommend us to do a Kick off the Summer Welcome table Monday, June 2nd from 10am-12pm.  We'll provide some breakfast snacks.  (Chicken minis from Chic-Fli-a)  She can also advertise us coming in.  She thinks we'll have a better turn our from that instead of their Wellness Fair.


Description:
called to speak with Kathleen Hedrick.  She was working on payroll and asked me to call her back the first of next week.


Description:
Sent email to Mr. Sears to intrduce myself and to see if me and Tracy could take him to lunch.


Description:
Sent intro email to Ms. Frazier.  Email address is not good for Ms. Frazier of Ms. Dunnigan.


Description:
sent intro email to Kathy email didn't go thru.

Sent new email to Michelle Mathys.


Description:
Sent Mr. Parrish intro email.  Email address is not correct or he's no longer there.


Description:
LM for Ms. Hedrick to see if we could get together for lunch or quick meeting.


Description:
Dawn Sides (336.758.2971) LM from HR that their benefits fair would be Tuesday, April 22nd from 10am-2pm.  I would receive and email invite from Galleger.


Description:
intro email to Amy Heath-email address for Amy is not valid


Description:
intro email-email for Elizabeth is not valid


Description:
intro email-Ms. Osburn's email address was no good


Description:
LM for Ms. Salgado to see if we could attend their Wellness Fair.


Description:
intro email - Ms. Odell's email did not go thru.  Sent email to Ms. Garris and it did not go thru.


Description:
email for Tom Wilber no good, I will need to call to find out new contact


Description:
tried to email Fred Singer-email no good.  I will try to call to get the correct contact info.


Description:
intro email
Angela Potter is no longer with the company contact Jean Lindsey HR Admin.
336-722-8173 Tuesday & Wednesday
336-727-0617 Thursday & Friday

Have appt on Tuesday, Feb 25th 8:30 am to drop off 25 member packets.


Description:
intro email…contact should be Richard Brisson
Ricard.Brisson@scasurgery.com


Description:
have face to face meeting scheduled with Ed Bradford Thursday, Feb 20th


Description:
meeting with Kathy Blackmore Thursday, Feb 20th


Description:
Lunch appt with Deborah Lomax Wednesday, Feb 26th.


Description:
sent intro email to Carrie Stankwytch.  Her email is not valid


Description:
sent email intro email to Vickie Browning.  Her email address is invalid.


Description:
I met with Kathy Blackmore and opened a joint checking and saving for her and her husband.  Merck does have their own CU but she wanted a local CU to deal with.  They may be purchasing a new vehicle in the near future.  I gave her Connie's contact info.


Description:
Met with Kathlene Hendrick (pronounce Hedrick).  We will start attending their new employee orientation.  Summit CU has been attending but they're located in Greenville, SC. They invited us because of our Charlotte location.


Description:
Bruce Winfrey's email is no longer valid


Description:
emailed intro letter to Melissa Kiger.  They're very loyal to Truliant.  They've been with Truliant since 1995 not interested in adding/allowing Allegacy onsite.


Description:
talked with Ms. Ran Yam via phone she's not interested in us coming onsite.  Will share our new member packets with new hires.


Description:
Did membership drive at school with Student Run Students. Have a contest going until end of March to see which student signs up the most new members. Had about 8-10 students join the credit union. Also provided ice cream for the event/


Description:
Dropped off 15 enrollment packages.  Talked with Mr. Smalling about providing food for one of their safety meetings.  They have one every Friday.


Description:
Had a face to face meeting with Mr. Brodeur.  He asked that we send everything to him electronically.  He doesn't like paper.

I sent him the electronic Member pack and scanned the H S A packets.

We talked about providing lunch or breakfast at all four locations.  
Tentative dates Monday, March 24th Kernersville - Lunch
Tuesday, March 25th Winston-Salem-breakfast
Thursday, March 27th Advance-lunch
Friday, March 28th Thomasville - lunch

They're also looking to add a fifth location in King.


Description:
Dropped off 25 new member packets to Jean Lindsey Director, HR and Crter Lemmerman HR Generalist.  She doesn't really want us onsite but she will share information about the cu to her employees.  She prefers cu to banks.  They're in the process of looking at their benefits programs.  They might be looking to make a change shared JBA Benefits with them.  She'll let me know if they want more information.  We also talked about our wellness program.  They had one but didn't have any success with it.  They may want to talk with Garrick in our HR.  

She did leave the possiblity of us providing lunch or breakfast if they change their employee benefits.


Description:
Talked with Leslie via email.  They'll included some information about Allegacy in their employee newsletter going out March 3rd.


Description:
I have an lunch appt with Kim Flippin Tuesday, March 4th at 11:30.


Description:
Sent Ms. Salgado an email to see if we could attend this years Wellness Fair in March.


Description:
I have appt to meet with Beth Sanders next Tuesday, March th at 3pm.


Description:
cold call to CPI Security info from WS Home Show.  Georgia Meyer's asked me to email her some information about Allegacy.


Description:
LM for Stephanie Phillips in HR to see if they already have a CU.


Description:
Cold Call-They are not interested in changing banks.  If they were to add a credit union it would be Lolliard CU since they're right around the corner.


Description:
Attended The Business Journal's 40 Leaders Under 40 Event.  We ran into Tim Harris from the Business Journal.  He already banks with us.  We talked to him about seeing if we could add Allegacy as a benefit for their employees.  I told him I would follow up after the event.


Description:
Tim wasn't available but I dropped off a Business packet.  I will f/u next week to see if he's had a chance to look it over.


Description:
Tracy introduced me to Mr. Spill at The Business Journal Event 40 leaders under 40.  He stated that he was real busy right know but to give in a couple weeks and we'll touch base.


Description:
I called Mr. Freer today to see if we could come back out for a onsite visit.  He said he would have his wife give me a call.


Description:
I met Marcy Jackson at the PNWS lunch. They're affilated with Members CU which is located in the same building with them.


Description:
I had lunch with Kim Flippin today.  We had a great conversation.  She's interested in the electronic member kit.  I will send that to her.  She stated that most of the staff are offsite in their moblie units but she would be interested in sharing a webinar with her employees.  We also discussed offering the Identity Theft Workshop during a compliance meeting.  She'll check with IT to see if they have anything coming up.  I need to f/u with her next week.


Description:
Did a membership drive with ice cream and about 12 studnets joined the credit union. I am having a contest for the students with the one who opens the most memberships will receive a gift card.


Description:
Had a Membership drive at the school and provided ice cream as well. Had around 8 new members join. I am running a membership contest at the school for the student who gets the most memberships through end of March.


Description:
Had a membership drive at the school and provided ice cream for the members and teachers. Had around 12 new members join the student run. Also I am running a contest for the student who gets the most memberhsips open will win a $20 gift card.


Description:
I was invited to Senior Day to set up a table and talk to the seniors about financials. I discussed the difference between debit and credit cards for the students. I also provided biscuits for all 500 seniors. The students were very appreciative and interested in our scholarships and student loans that I told them all about.


Description:
Emailed the 2 owners to try and set an appointment


Description:
Received email from Kim, she discussed the idea to combine a workshop with one of their HIPAA Security training in her office.  They liked the idea.  We're going to see what we can do to get it on the schedule. :+)


Description:
Met with Beth Sanders.  She's good on new hire packets.  I shared the electronic member packet with her and the member discounts at Amusement Parks and other discounts.  I will touch base in May about Ice Cream Social in June.


Description:
sent intro email to Ann Nalley…her email is no longer valid


Description:
sent intro email to Ms.Snider…her email is not valid


Description:
lunch was rescheduled to Thursday, March 6th


Description:
sent Eddie an email about the Allegacy Scholarship


Description:
sent Kathlene an email about the Allegacy Scholarship


Description:
sent Beth an email about the Allegacy Scholarship


Description:
I sent Jean an email about the Allegacy Scholarship.  She said thank you that they have quite a few employees working towards degrees.  "This is fabulous."


Description:
I sent Deborah an email about the Allegacy Scholarship.


Description:
I sent Mr. Lamb an email about Allegacy Scholarships.


Description:
sent email about Allegacy Scholarships and to see if we could meet f/f


Description:
Did a membership drive at the school offering ice cream to the members/new members. Had a good response. Also have contest running thought the end of March.


Description:
Did a membership drive for the student run school. Had a good response but had difficulties with the safe and could not open it. Therefore, I could not accept monies for account opening. I have a contest going between the students that run the student run credit union.


Description:
I stopped by and introduced myself to Ran. She asked for 10 new member packets.  
She also stated the best time for us to come in is during their benefits fair in Oct.  It's usually the first of Oct and last from 9-12.  They currently have 140 employees onsite.


Description:
I took Deborah to lunch and we had a great visit.  We scheduled a healthy snack onsite for April 16th from 2pm-4pm.  She'll provide us with a table.  1st shift has 350 employees and 2nd shift has 35 employees.  They're looking to add another 100 employees.  She asked for 100 new member packets.  
We also discussed the possiblity of an ATM in the break room or parking lot.


Description:
LM to see if Tim and Doug have discussed adding Allegacy


Description:
I had a great conversation with Sherry yesterday.  We talked about Allegacy Onsite Workshops.  She meets with the management team team tomorrow and will discuss us presenting a workshop once a quarter.  We also discussed having a membership drive.  I will touch base this Friday, March 14th to see how we can proceed.

Onsite Workshops
Identity Theft
Financial Success
Financial Planning


Description:
emailed info about Allegacy College Scholarships


Description:
They offically changed their name Jan 15th and they've been at their new location for a year.  They're more than just a temp. company.  They offer direct hire and highly skilled placements.  They have four divisions under their umbrella.  Temp Source, Skill Source, Career Source, and IT Source.  

They're HQ in Winston-Salem.  They have locations Charlotte, Mocksville, Greensboro and Wilmington.

The majority of their appliants apply online and they have 100% direct deposit.  

She would like the electronic member package since they communicates electronically with their employees.  She would also like to share our information on their Facebook Page.


Description:
Email from Sherry...Actually I just had a conversation with our COO, Terry Taylor.  He has basically vetoed offering any of the financial onsite workshops through Allegacy.  He is the current President of Financial Pathways and considers that this would be a conflict.  Based on the relationship our company currently has, and has had in the past, we should use them for any financial workshops we offer to our employees.

I appreciate your time yesterday and if new topics become available feel free to contact me. 

Regarding holding an informational session…I want to wait and bring up again at our next week’s meeting when another of our officers should be in the meeting.


Description:
Emailed Sherry to set appt; she replied she is leaving & provided contact info for her replacement; Emily Green, entered into Primary Contact until Sherry leaves on 3/26


Description:
Had lunch w/Quen in Kernersville to discuss possible onsite and deepening relationship@Catepillar


Description:
I met with Cyndi Adams, Bridgett Branch and Sharon Watson.  We had a great meeting.  They love them some Debbie. :)  
We agreed to being onsite once a quarter.  
The first onsite will be an Ice Cream Social.  Tuesday, April 15th.  Ice Cream Favors Cyndi-Black Cherry, Bridgett-Key Lime Pie, Sharon-butter Pecan, Vanilla and chocolate.  We will have a 10-15 minute presentation at 12:30 and 1:10. 
Tuesday, July 8th will be a Healthy Snack (fruits etc)and 10-15 minute presentation at 12:30 and 1:10.
Tuesday, Oct 14th we will provide box lunches for an onsite workshop. Lunches are at 12:30 and 1:10  Their lunch last 40 minutes.  Cyndi likes the idea of box lunches from Panera. (Soup & 1/2 sandwich combo) She alos likes the lemon bars from Panera.  I think she would help put together the lunch order if I ask her too.


Description:
Visited office; HR Pam Mathis wasn't in at the time; got her card and was advised email was best.  Margie no longer there.  Emailed Pam to follow up visit.


Description:
I met with Scott Martin today and he has agreed to let us attend one of his staff meetings quarterly.  The 1st meeting will be Thursday, April 3rd.  I will need to be there by 7:30 to set up for presentation.  We will talk to appox. 40 staff employees at 8:00 am for 10-15 minutes and then we can stay around after we talk for any queastions.  I'll provide chicken minis, fruit tray, orange and apple juice for his employees.  

He will send me some date options for the first of July which is also their employee appreciation and service rewards meeting.  He has one employee who will receive their 30 year award.  

We'll also plan on meeting the 1st of Oct and then again in Jan.


Description:
Sent introductory email to Susan Scruggs to try and set time to meet.


Description:
Visited Parks Chevrolet in Kernersville and met Claire Stalvey.  Tracy/me made call to Claire upon my return.  We are looking into adding all branches under the Kernersville charter


Description:
Visited Kernersville office; met w/HR manager for all 3 Parks Chevrolet, Claire Stalvey, Tracy/me made joint phone call to see how to add other stores under current charter.


Description:
Emailed Doug/Cecilia to introduce myself; received emails advising they were in bankruptcy liquidation.  Also received email from the Comptroller for the company taking over the building.  Made appointment to meet them Friday.
Updated on 3/17/14 as closed after conferring w/Tracy Myers


Description:
Visited site per conversation with Comptroller Allyson Sawtelle; sent paperwork to sign up as new company on Monday per meetinf Friday


Description:
I had a great visit with Charlie Allison.  We're going to start with a lunch and learn.  Wednesday, May 7th.  He will help coordinate lunch a week before depending on how this goes we maybe able to come onsite once a quarter.

He also provide the contact info for the WS and GSO offices. 
Winston-Salem & Greensboro                   Alecia Moore                     almoore@wcsr.com                       336-721-3529


Description:
Met w/Neil the owner; possible equity line opportunity; to follow up Friday to review


Description:
Invited Sherry to the ACC game.  She appreciated the invite but she couldn't get away.


Description:
Invited Deborah to the ACC game but she couldn't make it.  Extended the invite to her boss but he couldn't make it either.


Description:
Invited Marc to the ACC game but he wasn't available.


Description:
Invited Mr. Dobbins to the ACC game, he wasn't available.  He had a couple of different meetings that day.  He's a big Dash fan and thinks we would have a good response if we invited his employees to a Dash game.  I need to schedule a lunch appt maybe a Dash game??


Description:
Stopped by but no answer; followed up w/email upon return to office


Description:
Sent introductory email to facility manager; returned for invalid address; will visit next trip to K'Vegas!!


Description:
Sent introductory email to Shirly; set f/u on calendar for next WED


Description:
Sent introductory email to Denise and received reply. Trying to expand relationship; will follow up next month


Description:
Sent introductory email to Gary to try and meet for lunch.


Description:
Cold call.  I stopped by while I was in Welcome dropping off new member packets.


Description:
I called to see if she has had a chance to look over the information that I dropped off.  I had to lm.


Description:
sent f/u email and requested to meet in person for Monday, March 31st.


Description:
Cathy sent me an email.  Tori,
Thank you for reaching out. I apologize it has taken me so long to respond.  We are at a really busy time here at MedCost. We are in the process of changing Payroll/HR vendors.
Maybe once things settle down we can get together.
Thanks
Crystal


Description:
Visited new site to introduce myself as new contact/rep; prior HR person has left building.  Updated new address/contact/owner information; sent f/u email to thank them for their time & set appointment


Description:
Had a membership drive with ice cream from Deweys. Had about three new members join. Passed out information about the student loans to quite a few seniors.


Description:
called to invite to ACC game.  Mr. Kennedy was out sick and Mr. Harris was out of the offic.


Description:
Invited via email Mr. Smalling to ACC game never heard from him.


Description:
Drove to address onfile & on the internet.  Nothing there.  Used the companies website to send an email reaching out.  Headlines on website show possible new Atlanta address


Description:
I called Mr. Michael to invite him to the ACC game.  He stated he would love to go but couldn't get away.  I need to f/u with any day but Monday.


Description:
called to invite Mr. McDowell to the ACC game but he wasn't able to attend.


Description:
Invited to ACC game but never heard back.


Description:
Called Mr. Spaugh to invite him to the ACC game.  He was out of town but he's interested in opening an business account with us.  I had Trey Howe touch base with him to answer his questions about accounts.  I will f/u with him to see how its going..


Description:
Spoke w/Janice Johnson to schedule Wellness Fair; invited the branch/asst branch managers along w/ Merrill Shaw to the fair


Description:
I called to invite Mr. Craddock to the ACC game but I got a recording stating that Metro Nursing is no longer servicing WS or the Triad.


Description:
I called to invie Ms. Smith to the ACC game but she couldn't go.


Description:
I called to invite Carter Lemmerman to the ACC game but he could attend.


Description:
Called and spoke with Marlene Holland she said she's not the person to make the decisions that I need to talk with Nancy Stevens HR 704-883-3560 or Matthew Gordon HR Generalist 704-883-3586.  
Marlene stated that they do not have a ATM onsite but it is something the employees have been asking for.  
I called and lm for Nancy Stevens.


Description:
lm for Cathy Spates…Cathy Spates if no longer there.  She know works for Rock Tenn.  She did give me the new contact for Micro.  Vicki Young vyoung@microfibres.com


Description:
I talked with Michelle today.  She thanked me for the invite to the ACC game but she was out with strep throat.  We have appt to meet f/f Thurs, March 27th 3pm at her office.


Description:
LM w/ Ms. Lorick to see if there's a time when I can stop by and introduce myself.


Description:
sent f/u email to see if we could come onsite for an information system.  

Her response...I discussed at this week’s meeting and was told that our employees are members since we opened our HSAs there recently and they do not want to do this now.

Maybe send me something in early October. We do benefits renewal around that time and it might be a good time to set something up while we are going through our renewals.

Thanks!
Sherry


Description:
Debbie & I meet with the oqner who she went to school with; he took her card and we arre to catch up with the controller in 2 weeks upon his return from vacation.


Description:
Went onsite to help Rick Tenn promote direcr deposit. Not many employees came through, but we did manage to capture two of the 4 folks we spoke with who are now set up on direct deposit.


Description:
All day onsite w/Debbie & Tori.  Drawing for Ipod on  Monday; Barbara Mitchell won---336-971-4278
Signed up one new member


Description:
Meet HR manager at Biotech meeting w/Tommy Hicks


Description:
I found out from Ms. Saylor at Bahnson Inc they no longer own Logan Heating and Air.
Gaynell Boyles is the office manager.


Description:
Talked with Donna Saylor today, they no longer own Logan Heating & Air.  They've had a lot of restructing since 2013.  Donna is currently wearing many hats at Bahnson Inc an Emcor Company.  She's over payroll, benefits and accts payable.  They use to have 100 employees at their Corporate office.  They're down to 25-30 employees with have of them in the field.  They also have employees out in the field in Charlotte and Greenville, NC.  Jim Hutcherson is the HR Director.  Wells Fargo has been really pushing to get in but they're not interested.  I did offer lunch for the office. Ice cream or a healthy snack for the office.  I will touch base from time to time to see how things are going.  She did say that she posted our latest flyers in the break room.


Description:
Shelia Brown Flanagan was onsite at allegacy for a membership drive.  Debbie had stopped by and they asked why we never come onsite to talk with their employees.  I took her an application for Sam's to see if we can get them signed up.  She will take the information to her boss and I'll touch base with her next week.


Description:
Stopped by office as Shirley was leving; introduced myself; left membership package and set a follow up for next week


Description:
Sent introductory email to Mark to set a time to meet.


Description:
Sent introductory email to David Bowman to try and set meeting up.


Description:
Sent introductory email to Gale to try and set appointment; received out of office reply; will follow up Thursday upon her return.


Description:
Emailed Louis Broyles to introduce and set appointment


Description:
Updated address/phone numbers via website; will stop by later in the week.


Description:
Updated address/phone/fax per website; owner is husband of client next door that we are recruiting; changed status to active and will visit upon follow up with wife


Description:
Sent intoductory email to Michelle to try & set appointment.


Description:
Sent introductory email to try and set an appointment.


Description:
Donna H. Saylor 
Manager, Administrative Services 
Phone: 336-794-4764 
Cell: 336-978-7720 
Fax: 336-760-3216


Description:
Tori,
Thank you for reaching out. I apologize it has taken me so long to respond.  We are at a really busy time here at MedCost. We are in the process of changing Payroll/HR vendors.
Maybe once things settle down we can get together.
Thanks
Crystal


Crystal Spicer
Human Resources Manager
________________________________________
 
P: 336.774.4158   F: 336.970.2271    1.800.433.9178
165 Kimel Park Drive, Winston-Salem, NC 27103   www.MedCost.com


Description:
Susan replied to my into email & advised we can join their annual benfits fair on 5/7/14 from 9-1; emiailed Tobaccoville mgr's to invite.


Description:
Ms. Yam,

Thank you for taking time out of your busy schedule to talk with me last week.  

If I remember correctly we talked a little about the Center for Smart Financial choices.   I wanted to share a link their with you www.CFSGC.org.  “The Center for Smart Financial Choices (The Center) is a non-profit entity designed to provide educational courses that will assist people with making smart financial choices by encouraging financial responsibility and helping establish healthy personal finance habits throughout their lives.”

We also offer variety of Onsite Workshops for your employees.  
The topics are…
How to Make Your Home’s Equity Work for You
Home Buying in Today’s Market
The Convenience of Our Online Services
Auto Buying with Your Credit Union
Identity Theft
Financial Success
Financial Planning

If you have any questions about any of the information above please let me know.  I hope you have a great day!!


Description:
Angela Frazier now works for Logan Heating & Air.  She says the best time to come in would be around Christmas when they go over their employee benefits.  I offered to supply food for a safety meeting.  She said she would pass that along.  In the meantime, she did ask for 10 new member packets to give to new hires.


Description:
Marcy Jckson is no longer there.  Med3000 has been bought by McKesson.  I'm not sure where HR is located anymore.


Description:
I had a nice visit with Ms. Boggs.  We discussed the opportunity to come in and talk with their employees about the benefits of Allegacy.  The company doesn't like vendors coming in to talk with their employees not to mention its hard to get everyone together.  Each dept has their own meetings.  She did ask for 25 new member packets.  I will f/u about the opportunity for an onsite workshop or ice cream social.


Description:
Shirley is no longer there.  Met Marlene who had just started.  Update dinformation and sending out indidual membership packets for new hires.
No other needs at this time. Updated number of employees from 234 to 242 per conversation.


Description:
Stopped by to introduce myself; Janet was unavailable.


Description:
Stopped by; company not there; Google states it has closed; NC Secretaray of State website has articles of dissolution; changing status to closed.


Description:
Stopped by but office is closed for the week according to sign on front door; will reschedule visit


Description:
Atopped by to introduce myself; all employees are current;y members, left cards in case of changes or if any cleints needs our services.


Description:
Company no longer there/in business; pulled NC Secretary of State Aarticles of Dissolution


Description:
Met with Michelle Mathys and found out that they're being bought out by Orthocarolina out of Charlotte…official date is Junt 1st.  

Michelle banks with us.  We need to get name changed from Salem Orthopedic in Miser to Orthopedic Specialist.

Their profit sharing plan will be discontued as of May 1st and it doesn't look like they'll be able to rollover their 401k to Orthocarolina plans.  Looking at 401k or IRA rollovers.  We'll try to schedule a day that emplyees can talk with an investment person.  Their hours are 7:30-4:30.

Michelle will touch base with me by the end of the week to let me know whats going on with the merger.

In the mean time, we have scheduled a lunch and learn for Wednesday, April 23rd from 11:30-2:00.


Description:
Spoke w/Ira Williams & Napoleon Richardson; changed from lost to prospect; updated system with address/phone numbers; Napoleon to get me contact info & set time to talk about startegy.


Description:
Updated to prospect based on notes in Activities; updated to Kerenersville via Google Maps; set on Calendar for Monday visit


Description:
Company is no longer there; has been replaced by Senca Medical Supplies; checked Google and company filed for BK in 2008; updated SEG MGR and       will work on Seneca Medical


Description:
Added as prospect after visiting prior company in building that is no bankrupt and gone.  Retrieved info from Google and will begin marketing campaign.


Description:
Owner returned my call; sent email with the 2 forms need to sign up company


Description:
Stopped by to further discussion but office was at lunch.  Emailed docs to sign up the company.  Will stop by Thursday afternoon to follow up again.


Description:
Wednesday, April 23rd providing lunch for their employees.


Description:
sent email to see if I could stop by and introduce myself Monday, April 24th.


Description:
talked with Tracey Deas about coming in once a quarter for their employee appreciation day.  She will email me the May date once she has it. Her email is tdeas@bayada.com


Description:
Remington called and asked for 50 new member packets.  New contact is Susan Mitchell susan.mitchell@remington.com  
Employees are asking about another Ice Cream Social.  Larry needs to touch base with Susan.


Description:
Margie Fraizer is no longer employed at Heritage Woods.  Connie Hamland has taken her place.  I left her a message.


Description:
Emailed confirmation of shipping pacjages to Susan Mitchell along with my cards and Sabrina Allen's contact information.  Tried to set up ice cream social per cleint's request at their benefits fair in July.  Added Susan Mitchell to additional contact info until I can determine if last contacts are still there.


Description:
Visited company this afernoon.  Karen couldn't talk; she had receptionist tell me they had just extended an arrangemenet with another financial institiution and asked me to come back next year.


Description:
Attempted to visdit WS location; Google/GPS unable to sync; will try again


Description:
called to talk with Jackie today she's on vacation until 4/7.  I will try her again on the 8th.


Description:
Niki responded to email and an apt was set for 5/22@10AM


Description:
I talked with Mr. Childress.  They went to direct deposit about a year ago.  He didn't seem like he was interested in us coming back out.  I discussed the possiblity of an employee apprecation or breakfast.  He said he would let me know.  I will touch base next week.


Description:
I was able to speak at their employee staff meeting and then set up in their break room for questions.  I ended up with someone interested in a credit card, a camper or moblie home loan and a car loan.
We also went ahead and scheduled quarterly meetings for the rest of the year.
Thursday, July 24th at 8:00am and Thursday, October 16th at 8:00am


Description:
LM for Cheryl Kiser stating that I would like to stop by and introduce myself


Description:
I had a chance to talk with Mr. Fox.  We discussed me being his new contact and us coming onsite.  He asked me to send him an email with my info and what kind of event we could offer for his employees which I did.  I will f/u the week of the 14th to see if we can come onsite.


Description:
I met with Mr. Fausch to talk about coming onsite to talk with their employees about Allegacy.  It looks like they have not allowed us onsite in the past.but they do have a new preacher.  Mr. Fausch aske me to put some information together about coming onsite and what we would like to discuss with their employees.  I also offered for us to host an employee appreciation.  I will work with Tracy on what we should offer and send him something in the next week or two.


Description:
I have an appt to meet Patie Bare Wednesday, April 9th at 8:30.


Description:
Emailed Sherry to pick up where Laura left off


Description:
Sherry replied to say they use BB&T and prefer not to get involved in an affiliation


Description:
School closed for Spring Break will reopen Monday, April 7th


Description:
Sent introductory email to Jodi to try and set appointment


Description:
Sent into email to try and set appointment


Description:
sent F/U email to Emily now that Sherry has left


Description:
Emaild contact to set appt; email address invalid; will visit this week.


Description:
Sent intro email to Sherry to try & set appt


Description:
LM & sent her an email with Tracy Harmon to see if she's available Thursday, April 17th or Friday, April 25th.


Description:
Sent into email to try and set appt to Carol


Description:
I called to see if I could stop by and introduce myself.  I also tried to drop by but bldg is secured.  I will try aagin to reach via phone or email.


Description:
I sent Ms. Mochan another email to see if I could stop by and introduce myself or take her to lunch.


Description:
Sent Ms. Griggs an email to see if we could schedule sometime to meet for April 29th.


Description:
Called to speak with Shelia…she's off until tomorrow.


Description:
Deborah emailed to say they're very interested in having an ATM machince.


Description:
I emailed Deborah to let her know that our ATM Committee is in the process of reviewing our request for the ATM machine.  We hope to know more by our onsite.


Description:
Called & emailedr Beth Christenbury to request a lunch appt or brief meeting.


Description:
I meet with Patty this morning.  We discussed Debbie Staffing and their employees.  They have all of their employees on electronic payment either DD or paycard.  They have locations in 11 different states and multiple locations in NC.  They focus on clerical & industrial.  In WS they have 1100 employees in industrial and about 1000 in clerical.  1/3 of their employees are on the paycard which they have set up for the employees to withdrawal all the money on the paycard without a fee once a month.  They have orientation more than once a week, sometimes more than once a day.  I asked if we could attend these orientations.  She'll need to check with HR.  They usually watch a DVD about their job in these meetings.  She'll check with HR to see if we can include our information in new hire packets.  They have 20-25 employees who work in the office for Debbie Staffing.  I offered to provide lunch or breakfast for these employees.  She'll have to check and let me know.  She says its hard to get everyone together.  I will f/u with in the next week or two to see where we stand.


Description:
Stopped by and spoke w/Sue; reminded her they are affiliated; she asked me to send payroll stuffers and marketing mateerial which I tookk to mailroom to go out.


Description:
Stoppedd by today; got new contact info for HR; updated in SEG MGR;dropped off card & affiliation paperwork sent follow up email to set appt


Description:
stopped by today, updated address and contact information; sent email to manager who was in meeting at time of visit


Description:
Stopped by today; building is empty and for lease


Description:
Stopped by and got email address and direct phone for contact Debbie McCliment got from Chamber last week.  Sent email to schedule appt


Description:
Emailed Jodey to meet; she returned email and asked me to catch her first week of June


Description:
Visited the store spoke with the store manager in regards to doing an on site visit, he will communicate this to the owner and we will follow up tomorrow. Updated the number of employees from 25 to 70 as I asked store manager for how many employees work there.
Manager is also interested in refinancing his vehicle


Description:
Sent Quarterly Letters to Prospects to fish out interest and contact info


Description:
Sent Quarterky Letters to Prospects to fish out interest and contact info


Description:
I had lunch with Lori Parker-HR for Sentry Watch.  They have Alliant or Alligent CU but she will check to see if they can add us.  I gave her a packet and will f/u next week with her.


Description:
I talked with HR and emailed her some info.  She's new and needs to check with corporate about their policy.  They're not affiliated with a Credit Union.


Description:
HR contact wasn't available when I was there this morning.  I did reach her by phone this afternoon.  She's new to Solis and is not sure of their corporate policy.  She will check and get back with me.


Description:
Presbyterian Counseling Center another SEG still has the same contact but she wasn't in when I stopped by.  She's usually there M-Th.  I will touch base with her next week.


Description:
I stopped by Blumenthal Jewish Home.  They're already a SEG the contacts in  our system  no longer work there.  Our new contact is Michelle Loye, she's going to run our info pass marketing.  I will f/u with her in a week.


Description:
I stopped by and spoke with Elizabeth Goad at Greensboro Location.  She said most of their employees work in Guilford, Rockingham and Alamance Counties.  She'll let us set up in their office to talk with their employees once we get to Greensboro.


Description:
I sent Dana an email to see if I could stop by and introduce myself.  She didn't think it was necessary.

Dana A. White, CPC
DataMasters
PO Box 14548
Greensboro, NC 27415-4548
336-373-1461 Extension 131
336-373-1501 Fax
dwhite@datamasters.com
DataMasters.com
Business Solutions - People & Technology
you should meet our people.
Certified Woman-Owned Business


Description:
Spoke at the annual benefits meeting to both groups.


Description:
Received paperwork back from Tima and sent to Tracy Myers for NCUA approval.


Description:
Surgical Center of GSO is not affiliated with a hospital or CU they're headquartered in AL.  They have 140 employees between their two locations in G'boro. I talked with HR and she asked that I drop some information off to her in the morning.  She'll need to check with corporate to see if they can do anything.


Description:
I had a face/face visit.  We talked about Allegacy she'll need to check with corp in AL to see if we can partner.  I also shared information with her about Lifestyle Lending.  I'll follow up with her on the 18th to see if we can move forward.  I did leave her a Business Packet.


Description:
I had lunch with Tracy from Green Ford.  We discussed partnering together.  He'll run this information pass his teammates.  I'll f/u in a couple of weeks to see if we can move forward.


Description:
We have scheduled an onsite visit for Thursday, June 19th at 7:30am-8:30am and 3:30pm-4:30pm.


Description:
I sent Ms. Grigg an email to see if we could offer an employee appreciation event.


Description:
I sent an email to Dmiller to see if I could talk to them about Student/Parent Orientation.  I haven't heard anything from them.


Description:
Called Chris to see if we could have an employee appreciation event.  He asked me to call him back tomorrow.


Description:
Emailed Allyson to invite to Dash game; she replied that she couldn't join us; hopes to have SEG papers back to us next week.


Description:
Visited new site; met new contact & updated in SEG MGR; sent follow up email w/digital member benefit attachment


Description:
Stopped by today; Curly's is closed.  It is now Smokin' Harley Davidson; met GM/one fourth owner who asked that I call him back after the 4th of july holiday to discuss enrollment


Description:
Confirmed Curly's was closed; met GM/Owner who asked we connect after the 4th of July holiday; set up in SEG MGR


Description:
Received affiliation paperwork; forwarded to Tracy; entered into SEG MGR


Description:
Stopped by to visit Mary Anne; she has paperwork filled out awaiting signature from manager in CLT; she & JBA(liz Galops) are still working together from my referral in April; should sign up and met staff at end of month in CLT


Description:
Spoke to Bob & Dave the local managers who advised me that Indiana is HQ; will visit upon my return from PTO next week


Description:
Cold call - they have 2 full time and 2 part time employees.  They're not interested in Life Style Loans.  The lady at the front desk stated that their employees can afford what they're charging.


Description:
Cold call-Bethany Carter was not available.


Description:
I stopped by to introduce myself.  They have moved off the 1st floor to the 3rd floor.  It looks like they have a smaller office.  Lisa Bennett wasn't in when I stopped by.


Description:
Cold call - Barbara Mann is the contact person but she wasn't available.


Description:
Cold call - Bill Roach wasn't in when I stopped by.


Description:
Cold call-Stefanie Allen wasn't available when I stopped in.


Description:
Talked with Stefanie via phone.  She will talk with the two owners of the practice.  I'll touch base in a week or two she may/may not have an answer.


Description:
Cold Call - on the Greensboro office.  The person I needed to speak with is in their Main Office.  I called and left her a message.


Description:
Edie called me back.  She'll be out of the office Friday & Monday.  I will f/u with her next week.


Description:
Cold Call Ms. Maiden is on vacation this week.  I will f/u with her next week.


Description:
cold call - Patricia McDaniel wasn't available.


Description:
Met w/Controller and he has asked us to lay low for 6 months and then revisit.  He and owner are working some things out right now.


Description:
cold call - call back and ask for Jessica


Description:
Cold call - Ms. Foster wasn't available.


Description:
Cold call - they have 4 employees.  I need to touch base with Tracy about this one.


Description:
Cold Call.  The gentleman at the front desk took my card and said they would contact us.  He's not sure how many employees they have.  I checked the website and found the Office Mgrs name.  It looks like they have at least 14 employees.


Description:
I talked with Tracy via phone about getting the papers to become one of our SEG's.  He really wants to know the location of our branch before he's willing to sign the papers.
He also told me about American Partners opening a location in the old SunTrust Bank building on West Market.


Description:
I tried to stop by their office but they're no longer at the address we have in the system.  I tried to call and it goes straight to a vm that hasn't been set up.


Description:
I lm for Brenda to see if she's had a chance to talk with corp.


Description:
4/23/14 Patty shared my card with HR.  She will f/u to see what HR is interested in Lunch, breakfast or both.  If I haven’t heard anything in a week or two I will f/u with Patty.
5/12/14 Patty will touch base with HR to see if they would like us to provide lunch.
5/28/14 Talked with Patty and she gave me  Angel VP of HR Cell 336-414-0132
5/28/14 LM for Angel about an employee appreciation event
6/6/14 Angel called me I missed her call.  I called her back and left message
6/11/14 LM for Angel
6/18/2014 LM for Angel


Description:
She hasn't had a chance to discuss with upper management.  Planning on talking with them this Friday.  I will f/u next week.


Description:
I called Ms. Bennett on her cell phone.  She was busy with some vendors and she asked that I call her on Friday.


Description:
LM to see if they're currently partnered with a CU


Description:
Hi Tori,
Sorry, I haven’t forgotten about you. I am trying to go through the necessary channels to see if this is an option to have something on the Davidson Campus ( café). As soon as I get a final answer, I will let you know.
Jen
 
From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, June 17, 2014 1:22 PM
To: Torres, Jen
Subject: RE: Employee Appreciation Event
 
Hi Jen,
 
I just wanted to follow up and see if we could have an employee appreciation event on your campus.  
 
Tori
 
From: Baker, Tori 
Sent: Thursday, May 29, 2014 3:28 PM
To: 'Torres, Jen'
Subject: RE: Employee Appreciation Event
 
Jen,
 
I was thinking if you have a cafeteria.  We could set up in there and provide healthy snacks for the employees.  We could also provide information about the different services that we offer.  How many shifts do you run at the Davidson location?
 
From: Torres, Jen [mailto:JRTORRES@irco.com] 
Sent: Thursday, May 29, 2014 3:05 PM
To: Baker, Tori
Subject: RE: Employee Appreciation Event
 
Hi Tori,
I can certainly try and help would this be an event at the Allegacy Credit Union?
Thanks,
Jen
 
From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Thursday, May 29, 2014 9:05 AM
To: Torres, Jen
Subject: Employee Appreciation Event
 
Ms. Torres,
 
Who would I can to talk to about having an employee appreciation event at your Davidson Campus?


Description:
I met Beth Taylor at the PWNWS.  She had a table displayed.  She has 4 other partners at a dentist office.  Good candiate for Lifestyle Lending too.


Description:
Sent Quarterly Letters to Prospects to Fish Out Interest and Contact Info


Description:
Spoke to the receptionist and dropped off a mug with our business cards.


Description:
Sent email to try and set appoiontment; updated branch and me in SEG master


Description:
Updated contact info/changed to prospect and sent email to Mel the finance director


Description:
We had an ice cream social for the employees today.  We had over 25 employees come in and have some ice cream.  We had 1 who wants a credit card and another who's looking to open an account with us.  We have a couple looking to go paperless with our online banking.


Description:
Hey Tori,
I wanted to let you know I am going to have to cancel the luncheon we had planned for April 23rd.  Orientation with OrthoCarolina is that week and also we are having computer training that week and the next.  I will let you know if there is enough interest to reschedule the planned luncheon.  Right now, there is a lot of anxiety around here and people have not gotten back to me about the financial planning.  

Unfortunately, I will not be doing this position as of the end of May.  I will still be here but I will be moving locations to the Kernersville office to manage their needs.  I will let you know who your future contact after June 1 will be when it is announced.  There will not be a formal Human Resource person here locally but hopefully we will have someone assigned to talk to outside vendors/reps.

Thanks
Michelle


Description:
f/u call with Mr. Fox.  He asked me to call back in another week they're finishing up a big project.


Description:
called and lm for Ms. Harrell to see if I could stop and introduce myself.


Description:
Touch base about coming onsite for an Allegacy presentation.
04/16/14 sent invite for lunch next Wednesday the 23rd of Friday the 25th.


Description:
Stopped by to check on company; Dan Calhoun is the person we need to speak with; he was in a meeting; got card & sent email


Description:
We had an onsite enrollment we ended up with 11 new members, checking, savings, refi home & auto.
Next enrollment scheduled for Wed, July 23rd.


Description:
Sent email to offer different options for an employee appreciation event.


Description:
Please change the contact for the firm from David Smitherman to me.

Sincerely,

Thomas  Crane
Firm Administrator
 
110 Oakwood Drive, Suite 300
Winston-Salem, NC  27103-1958
Main: 336-725-0583
Fax: 336-725-4677


Description:
I had lunch with Felicia Grogan in Huntersville.   She says they now have locations and employees in Eden, Raleigh, Huntersville and South Carolina.  She said its tuff since we don't have a branch in Huntersville.  She would check with the employees to see if there's any interest.  We talked about providing breakfast or lunch for the employees.  In the meantime, she asked for a one sheet to include in new hire packets.


Description:
I met with Kellie Blizard.  We will provide a L&L for all three locations in May about our car buying service..
Monday, May 19th WS
Wednesday, May 21st K'ville
Wednesday, May 28th Mt. Airy


Description:
I talked with Alecia Moore about Allegacy coming onsite.  We're going to provide breakfast for their employees Thursday, May 22nd.  I also asked about the Greensboro location.  She asked that we wait until we have a branch there.


Description:
Emailed Charles to Invite to NW Chapter golf tourney


Description:
I meet with Tom Crane the new firm administrator as of Jan 2014.  He was in IT before becoming the firm admen.  We discussed offering a L&L but it will be July before we can get onsite for that in the meantime we'll look at providing breakfast for the employees one morning.  Tom will send me a date for the breakfast.   He asked that I provide some new member kits for the break room.  I will drop those off later today.

We discussed offering workshops on the difference between debit and credit cards.  He also wanted to know the difference between the two for a dispute.  Security and Identity Theft,  car buying service, Financial Works online and  savings account options.


Description:
Stopped by to remind Allysn about filling out the SEG request paperwork.  Now was a great time as they about 60 days out from hiring!!!


Description:
Stopped by  building today; closed up and locked down; Google has biz article stating company close down 3/14/14; updated SEG MGR


Description:
Met Angie Davis@Chamber event; they are w/Acclaim CU & not interested in adding 2nd @moment


Description:
to Marc Sears.  He responded and we'll meet Thursday, May 8th at 11 AM.  His office is located in Piedmont Plaza 1, 4th Floor at the corner of Miller St & West 1st Street.


Description:
Invited Mr. Dobbins to a golf tournament with Larry next week.  He's not availble for the tournament but I will stop by and introduce myself tomorrow.


Description:
Sent email to see if I could stop by & introduce myself.


Description:
I met with Mr. Dobbins this morning.  I guess you could say that I got an ear full.  First, he discussed that we use to have his payroll and we didn't do a good job.  Second, he would like to borrow some more more for his business but said he has been told not to ask.  He stated that he was not asking for a lot and that the amount he pays in fees to JBA would probably cover the loan amount?  He also stated that we did an SBA loan for him the wrong way and that it took 6 months.
Next we moved on to his employees.  He has 65-70 employees that at least 1/3 doesn't have direct deposit.  He also was happy that we charge his employees $10.00 to cash their checks.  He would perfer to load their money on a credit card for them but doesn't know that they would like that either.  I discussed coming out to educate his employees about the benefits of being a member.  It will be 3-4 weeks before we can get onsite.
In the meantime, I have reached out to Rob Thomas to discuss his concerns about extending or borrowing more money from Allegacy for his business.


Description:
LM for Debra Jones to see if I could stop by and introduce myself.


Description:
Called and lm on both numbers in the system


Description:
We attend their employee benefits fair on April 22nd.


Description:
I met Kim Lee at a Networking event in Kernersville.  We discussed providing lunch for their Kernersville and WS locations.  After having an email conversation Jackie Barnes responded.

Good Morning Ms. Baker.

My name is Jackie “Jack” Barnes and I am currently responsible for employee discounts.

I can confirm the attached opportunity through Allegacy for 2013.  I am sure that these have expired.  I am willing to meet with you to discuss any opportunities for 2014.  Please let me know what works best with your schedule.

Thank you and I hope to hear from you soon…jack

Jackie Barnes, CHBC
Human Resources
Professional Excellence Trainer - P.E.A.K. Ambassador
Phone - 336.802.2414 | Cell - 336.689.3459 | Fax - 336.802.2671
Email - Jackie.Barnes@cornerstonehealthcare.com


Description:
I met with Marc Sears today.  I found out that he's on Allegacy's Service Board.  He's been on the board for 7-8 years.  He thinks Ike was great at seeing the big picture by adding the medical fields to the credit union.  I think we need to get Cathy to more of these board meetings.

Last year they didn't invite any of the fininacial insititutions because of space.  

New Residents come in the first of July 1st every year.

National Health Care Week is May 12th-17th this year.  We're a little late this year but we should plan a head for next year.

New orientation is Monday every week.  They're talking about changing it in the near future to every other Monday.

We discussed offering Financial Education classes to their employees maybe have a morning, lunch and dinner class.  He said that he's amazed how little his employees know about finances.

We need to get them one page information sheets for new hire packets.


Description:
Called to find out who I could talk with today about the benefits fair.  Talked with Ashely who's in HR she said they have employee benefits fair in October and that I should talk with Rene Baker at 704-894-2444


Description:
Stopped by new location on way out of Business before Hours at New Apartment Complex;; Matt was out of town; updated address and phone number and email matt to try and set an appointment.


Description:
Stopped by to ask about partnering with Allegacy.  They have Truliant and are happy with them.


Description:
Met with Mr. Allen to review SEG paperwork I dropped off last week; he is to send paperwork back to me by Friday; got commitment to join and will follow up Friday at close of business if no paperwork back yet


Description:
Stopped by to speak w/Mark Ernst; he wasn't in; got his direct # & added to system; called to set appointment


Description:
Stopped by office/showroom & spoke w/Sabrina


Description:
Sent Crystal an email to see if we could meet.


Description:
Met new HR rep Clark Bunting at SHRM event at WFU; sent SEG paperwork per his request via email.  Updated contact info in SEG MGR including change from LOST to PROSPECT; emailed again today as I had a cancellation and tried to set up a lunch


Description:
Spoke with Neil who is going to call Selina to review a HELOC


Description:
We provided breakfast for their employees this morning.  We added one new member and took a deposit for another account getting ready to close.  We also scheduled a L&L for July 11th for Identity Theft.


Description:
We had an appreciation breakfst this morning.  We'll have these once a quarter going forward.


Description:
Sto9pped by office but no one was available


Description:
Patty shared my card with HR.  She will f/u to see what HR is interested in Lunch, breakfast or both.  If I haven’t heard anything in a week or two I will f/u with Patty.


Description:
Patty will touch base with HR to see if they would like us to provide lunch.


Description:
Talked with Patty and she gave me  Angel VP of HR Cell 336-414-0132 to f/u with


Description:
LM to see if we could have an employee appreciation event.


Description:
LM about having an ice cream social for her employees sometime in June.


Description:
I talked with Christa Leimbach about the Community Involvement Fair but it's not the right fit for Allegacy to be at this event.


Description:
I called and LM for Renee Baker to see if we could attend their benefits fair in Oct.


Description:
Cold call and spoke with Joan Belton.  She stated that they have 100 employees-75% are Hispanic.  She says that they don't really use banks.


Description:
I sent an email to Jennifer Torres to see who I could talk to about having an employee appreciation event.


Description:
Called Darlene to advise her of my new role; mentioned possibility of becoming a SEG; she was excited; she is working with Kathy Adams(office mgr) to sete an appointment


Description:
Called Pam about employee appreciation day.  She asked that I call her next week to schedule.


Description:
Cold call - I stopped by the office to see if they offer their employees a credit union.  The ladies at the desk said they didn't think so.  They said I should talk  with Melissa Strickland but she wasn't available.  I will f/u on Monday.


Description:
Cold Call-Donna Kallam is the contact.  She wasn't available will f/u.
According to their website they have 14 Doctors, 11 Physician Assts, 10 Physical Therapists, 4 Occupational Therapists, 6 Physical Therapist Assts, 4 Certified Athletic Trainers.  Employess ?


Description:
I talked with Beth about ice cream social for her employees.  We've decided on Friday, June 20th from 2-3.


Description:
We had an employee appreciation breakfast for the employees.


Description:
I had lunch with Karen Caines today.  We discussed different opportunities with Goodwill.
We talked about financial workshops for the employees.  The ability to host an employee appreciation event, attending orientation or open enrollments.  She stated the biggest challenge is not having Allegacy branches in all their locations.  We also discussed the wellness piece.  I will f/u to see how we can procede.


Description:
Hey Tori… Thank you so much for Monday---- It was great and the staff was sooo appreciative.  Here are the professional days for our school year 2014/15
February 16th and March 16th   June 1st and 2nd  2015

Terri Smith 
winstonsalemfirst
WSF and WSCS Human Resources Administrator
Director of WSCS Extended Day Program
Office | (336) 251-1437
Website | wsfirst.com


Description:
referral from Alison Kinder at the Davidson Branch.  I called and LM for Ms. Suvillan.


Description:
I have a face to face meeting scheduled for Thursday, June 12th.


Description:
Stopped by to meet Clark's replacement as HR director.  Updated SEG MGR & sent 2nd quarter newsletter to Nancy.


Description:
Visited today to try and speak with the new contact I obtained; unavailablle; left message and will try next week


Description:
Private drive; not allowed to access; phone/email only


Description:
Spoke w/Jack Davies who advised me they can't offer CU due to the union agreement w/Teamsters


Description:
Stopped by today but just missed Tommy; sent email upon return; Tommy emailed that corporate won't allow us to advertise; changed status to Declined.


Description:
Lunch & learn w/Tommy Hicks.  A mortgage eliminator loan to be started Monday.  Many people are already members through prior emplyment and/or family ties.  About a 50% penetration ratio despite what SEG MGR shows.


Description:
Received call from Lindsey at Huntsville location asking for 100 new membership kits that we shipped via FED EX


Description:
Called to talk with Beth Taylor she wasn't available.  Jean who answered the phone said they don't currently have a credit union.  They do offer Care Credit.  She said if I don't hear back in a week to touch base with Beth Taylor's secretary - Debbie.


Description:
I ran into one of their employees at my networking group PWWS.  She stated they wouldn't let us come in.


Description:
I had a great meeting with Melissa Strickland today.  She's very interested in our Lifestyle Lending and what we as a CU can offer her employees.  She asked that I drop off 6 stands with info on the Lifestyle Lending and for 3 packets of information to share with her other admin at their other 3 locations in Greensboro.  They do have satellite offices in Eden, Reidsville and Burlington.  They currently offer First Citizens at Work.  They have 200 employees.   They're main biz accounts are with BB&T.  I will drop off the information that she asked for on Friday.  She'll meet with her other admin next Tuesday and after that we should know if they will procede to sign up as a SEG.


Description:
LM in the morning.  Ms. Foster called me back in the afternoon.  She's very interested in having a CU but decision would be made with WS office.  She did ask me to drop some information.  I will f/u with her on Friday.


Description:
LM-thanking her for her time last week and to see if she received the information that I dropped off.


Description:
I stopped by and talked with Melissa about becoming a SEG.  She has to run it pass the her Board and she'll let me know.  I will touch base in a couple of weeks.


Description:
Onsite visit scheduled for Wednesday, June 25th.


Description:
I finanlly got to speak with Ms. Lane.  She is actually in Tampa, FL.  She asked me to send her some dates for coming and talking with their employees.  Monday's and Tuesday would be from 9am-11am to catch a large group of people or later in the week to catch a steady stream.  I will put together some dates and send them to her her.  They have offices in Greensboro and WS.


Description:
Invited Susan to the Dash game on 7/8/14


Description:
Invited Candace to the Dash game on 7/29


Description:
Emailed Debbie to invite to the Dash game on 7/29


Description:
Emailed Tracey to join us at the Dash game on 7/29


Description:
I talked with Lisa Bennett about them being one of our select employer groups.  She didn't realize that but she would like us to come on site.  She has 2 offices and 52 agents.  She asked me to call Beth Saxton the office mgr to set something up.


Description:
Ms. Strickland left me a message that they want to offer the CU as a benefit for their employees.  They would like some training for their employees on Lifestyle Lending.  She also wanted to know if we do equipment loans.  They have an X-Ray amchine they want to purchase.  I've referred them to Doug in Business Solutions.


Description:
Talked with Brenda this morning she hasn't had a chance to talk with her boss about offering the CU to their employees.


Description:
We had an Ice Cream Social Friday, June 20th.  We had over 50 employees come outside for the ice cream and several took packets with them.  We gave away a 20 Target Gift Card.


Description:
We had an onsite event Thursday, June 19th.  We where there 7:30am-8:30am and again from 3:30-4:30.  We had a drawing for a 20.00 Sheetz Card.  We opened 1 account and had several converstations with the employees.


Description:
We had an onsite visit.  They allowed us to speak for a few minutes at their employee safety meeting.  We opened 3 Savings and 2 checking accounts.  We also have a perosn who's interested in opening a line of credit.

Janie Kallam has been an Allegacy/Reynolds Member since 1974.  She also knows Cathy Pace.

Jennifer Grigg is good friends with Megan Smoot.  They went hiking together last weekend.


Description:
Tori,

Thank you for stopping by, and your phone message.

We are not currently interested at this time.

Have a wonderful week.

Sincerely,
Bethany Carter

Bethany Carter, MBA, MHA
Practice Manager
Northwest Pediatrics, Inc.
2835 Horse Pen Creek Rd. Ste. 101
Greensboro, N.C. 27410
336.544.0250


Description:
called and invited Crystal and a guest to the Dash game July 8th.  Crystal and her family will be attending the game.


Description:
I spoke with Beth Saxton about attending a Sales meeting.  I'm scheduled to speak at their sales rally Thursday, July 10th.


Description:
Spoke w/Shirley; she asked I send to Jasmin and she would return the paperwork ASAP.  Her huisband's company is about to have some turnover in personnel.  Will be following up to assit in the process.  Husband's company if next door and already a SEG---Cosmetic Dental


Description:
Client will be having personnel change this fall.  Will be signing up his wife's compnay--Dental Office Solutions and be helping both with the changeover


Description:
Jazmin, office manager haxed paperwork to Debbie


Description:
Dropped off paperwork to become a SEG.  Also called to see if see received the material.


Description:
talked with Melissa this morning.  She's putting the letter together to become a SEG. I'll pick up the letter tomorrow morning.   We've also scheduled the 1st of a few different Lifestyle Training for her employees.


Description:
Stopped by to meet Debbie; swapped cards and made sure she received invitation to Dash game; she will let me know next eek about the 29th date


Description:
I called Michelle Loye.  She has asked me to follow up with Jamie Holden.


Description:
We will have an employee appreciation event Tuesday, July 29th from 10-12.


Description:
I sent Kathy an email to see if we could have an Ice Cream Social for her employees.   Kelly Fleshman called me to arrange a date.  Tuesday, Aug 5th from 2-3 pm.


Description:
Invited Deborah Lomax and Tim Rigsby to the Dash game.  They couldn't make and asked if someone else in HR could go.  Becky Hartless requested 4 tickets for her family.


Description:
Invited Marc and his wife to the Dash game on July 8th.  They accepted.  Provided 2 tickets and parking pass.


Description:
Picked up paperwork for them to become a SEG.  Invited Melissa and her husband to the July 8th Dash game.  They accpeted provide parking pass too.  We also have set training for Lifestyle Lending for Thurs, July 10th and Friday, July 11th.


Description:
Kevin & I visitied and met Jaime(man)who is shariing paperwork w/corporate out of Ohio when they visit next month.


Description:
Stopped by to meet w/Gale with Kevin(new teammate)but she was unavailable; sent email to try & set a meeting


Description:
Tim joined Tori & I along with 12 others at the Dash game in the suite.


Description:
Stopped by w/Kevin and introduced him to Allyson; she hasn't filled out paperwork yet.


Description:
Met owner for lunch and delivered member packets for her upcoming benefits meeting.  She has pushed it back till August.


Description:
Stopped by w/Kevin to try and pick up SEG paperwork and set appointment with entire team.  Mary Anne wasn't there; sent a follow up email.


Description:
Met w/Ray again to discuss; he is forwarding the two SEG docs to corporate for review.


Description:
Kevin & I went to visit & update SEG MGR as contact info was incorrect.  Met Britt who confirmed it was still Roberta & that we had incorrect website/email.  Updated & sent her an email to introduce ourselves as she wasn't there.


Description:
Scouted out new location.  Kids there for summer activities.  Emailed Liz for appointmenets so as to not alarm anyone by showing up unannounced.  Emailed Liz to try and set up lunch/learn who advised that head of school doesn't allow marketing to employees; made notes on profile page too.


Description:
Had an appt to meet with Edie but she didn't show.


Description:
Received request to become one of our SEG's.


Description:
Melissa and her husband attend the Dash game.  I had a great conversation with Melissa.  She and her husband live on a farm.  She likes to take her horses to the mountains to ride. Her husband loves to fish.  She had a great time at the game.


Description:
We had onsite Lifestyle Lending training for their employees.  Connie Shoaf did the training.


Description:
Updated info in SEG MGR & will discuss with Tracy B4 calling on


Description:
I talked with Brenda Griffin and she stated that they have been very busy.  They're in the process of starting to build a new building off of Green Valley Rd.  The bldg has to be be completed by Jan 2016.  I will touch base in a couple of weeks to see if she's had a chance to discuss them becoming a SEG.


Description:
Crystal and her husband Paul along with their two kids attended the Dash game.  They really enjoyed the buffet over the hot dogs that they had last year at the suite.  Crystal knows Jennifer who use to be in Member Development and Angie Cook who works in accounting.


Description:
We attended their Sales Rally.  We had a lot of great questions and ended up with 3 accounts.
We also came away with a referral for payroll.
We will start visiting once a quarter.


Description:
Called and LM to see if we could have an employee appreciation event.


Description:
LM for Carrie Ruddy in Global Employee communication to see about getting our information on the employee website.

I talked with Debra Jones in HR.  They're having an Payroll Fair/Direct Deposit Drive in Sept. from the 1st - 5th.  I need to touch base in August about participating.

She recommended that I call Lynn Castrataro the Benefits Director about an employee appreciation event.  732-652-6999. I called and left her a message about having an employee appreciation event.


Description:
Visite site to day; 150 employees left; secure building; John Gorrie agreed to be our contact and shared email which is in SEG rep slot so that we can send quarterly letter


Description:
Visited today to try and meet HR pesonnel; could do so; updated contact via phone list at their office


Description:
Emailed invite to Peacehaven Anniversary Celebration


Description:
Emailed invite for Peacehaeven Anniversry celebration


Description:
Email Invitations to Peace Haven Anniversary


Description:
Kevin & I ate lunc; met jackie the owner; she doesn't have email to send letter; she appreciated the credit union; her lone server asked us about a mortgage loan; submitted via Connections upon our return to Troy.


Description:
Stopped by and meet staff; emailed HQ w/o response; will try again


Description:
Stopped by and met staff; Scott was too busy; unable to reach via email eother; will try again


Description:
TO-DO ITEM DELETED 07/29/2019

Mailed Quareterly campaign Letters


Description:
Emailed martha to try and set up a lunch/learn


Description:
Alyssa & her husband joined us in the suite at the Dash game.  Sent SEG docs to her per her request on the 24th.


Description:
Daniel joined us in the suite at the Dash game; he & his wife became members that day on the personal side; meeting with him for lunch on the 29th to review SEG paperwork and biz possibilities


Description:
We had an Identity Theft lunch and learn.  We had 8 people in attandance.


Description:
Spoke w/Ray; paper work still being reviewed by Harley Davidson Corporate


Description:
Had an ice cream social at all four locations.
7/15/14 at Kernersville location
7/24/14 at Advance location
7/25/14 at Winston Salem location - had the ice cream cart there and they were all very impressed.  They said they've never had anything quite like that.
7/28/14 at Thomasville location


Description:
We provided a healthy snack for their employees.


Description:
Crystal, her husband and kids attended the Dash game with me.  A good time was had by all.


Description:
We had an ice cream social for their employees.  They were very impressed with the ice cream cart showing up.  
I also gave Vonda 4 tickets to an upcoming Dash game for 8/2.  I hope they don't get rained out…


Description:
LM to see if we could have an employee appreciation event their locations in Greensboro and Walburg.  Healthy snack, ice cream social or popcorn.


Description:
Lifestyle lending training at Piedmont Ortho office.


Description:
NCUA approval received; board to meet the 21st of this month


Description:
We had an ice cream social for the employees.  They had us outside for this event.  Note to self, they don't invite you in when you have the ice cream cart.


Description:
Played round of golf with Karne Morgan and client; set follow up appointment with Dee Morton for next week to discuss becomong a SEG


Description:
Stopped by to introduce myself to Stephanie.  Building is locked and can't get in.  Had friend call her to give Stephanie my # and asked for a call back


Description:
Stopped by with Kevin to see Joyce; she and management team were in an offsite meeting


Description:
Stopped by to visit an old friend Ronnie Quate


Description:
Spoke with Member ship coordinater Dee Morton and GM Mark Slawter; Gm asked me to send info via email and then follow up with him.  Updated names/numbers/emails in system


Description:
Emailed Tim to set a time to drop off member packets for his staff


Description:
Mark returned the SEG papers which I turned over to Tracy


Description:
Called and LM to see if we could host a breakfast for their employees sometime in the near future.


Description:
Dropped off Member packets w/Tim and reviewed products/offerings; he will distibute them on the 25th after board has signed off


Description:
Stopped by to try and pick up SEG papers but Allyson has extended her vacation and wasn't in today


Description:
Stopped by to try and pick up SEG papers but Mary Anne wasn't there


Description:
Stopped by to talk w/Ronnie but he was with clients


Description:
Stopped by new Small Business center in 525@vine and delivered marketing materials for the Center along with member Development materials


Description:
Stopped by today; Mary Anne was in.  Her boss had questions which I addressed.  She will be leavinf for Charlotte this Thursday.  Paers should be ready first of next week.


Description:
Stopped by but Jaime was in a meeting; sent follow up email on Manday afternoon.


Description:
sent email to let them know that our new branch is open at Stafford Village.


Description:
sent email to let them know our new branch at Stafford Village is now open


Description:
sent email to let them know that our new Stafford Village branch is now open.


Description:
Kevin & I took Daniel to lunch.  He asked us to send him the SEG docs to fill out.  He will be moving his BIZ accounts very soon to Biotech branch.


Description:
Visited their office to see who HR rep was.  She was in a meeting; got her card and emailed her to try and set appointment.


Description:
Visited Mocksville branch and spoke w/Jennifer Schatzel.  She mentioned this group.  She sent the reeferral through Connections.  I have email the person she referred me to via Connections.


Description:
Emailed owner the SEG paperwork; he and his wife joined Karen  at the Dash game last week and asked us to send


Description:
Spoke w/plant manager Michael Barron; sent SEG paper work during our discussion via email and reviewed w/him.  Follow up call planned on 9/19


Description:
Dropped off membership packets w/Overton Harper


Description:
Stopped by & met Matt Reece; took tour of building; discussed his agency and what they do; reviewed Allegacy and set follow up appointment to bring member packets/cards for CFSFC Beety Ann Falkner; will speak to group after the firsst of the year.  Matt wants us to help with educating his younger/entry level employees.


Description:
Stopped by facilities; met Tiffany(Jennifer's referral); she is interim unil next week; she gave me the name Jessi Andrade, 336-936-2513(desk)and ask for her extension after WED when she gets started.


Description:
Stopped by to meet Joyce but she was unavailable; left SEG paperwork with receptionist and will call again after Labor Day


Description:
Joyce returned call and asked we contact her first week in October after construction is finished


Description:
SEG PAPERWORK RETURNED BY MICHELLE LAWSON TREASURER


Description:
Called to speak with Elizabeth Goad but she was off.  I will follow up next week.


Description:
I talked with Jamie Holden about our branch coming to Greensboro.  She said she would see if we could come out on their next pay day.  They're paid every two weeks.


Description:
I talked with Brenda and they're more focused on their new building more than anything.  I will need to touch base with them again in the near future.


Description:
Gave water bottles to Trey Howe who will deliver them tonight as he rides w/group including Allyson.  Bottles are for the Tour de Farmington she is leading later this month.


Description:
Kevin & I stopped by to visit/introduce ourselves; Connie and staff are very happy; didn't want any meetings onsite as group works remote; she thanked us and continues to promote us and share newsletters w/staff


Description:
I spoke at their employee staff meeting this morning.


Description:
Stacy Moyer returned the SEG request letter and advised us that the board voted unanimously to offer Allegacy to it's employees.  Returned to office on the 8th and sent/requested the Factors to Consider letter


Description:
We had onsite enrollment events at all 3 locations.
Murphey Wainer - Tuesday, August 26th - Breakfast
Piedmont Ortho - Tuesday, August 26th - Lunch
Guilford Ortho - Thursday, August 28th - Breakfast


Description:
Stopped by and met Jessi the HR director; she asked for time to review docs


Description:
Stopped by today, Siobahn was unavailabkle; sent follow up email


Description:
Dropped off water botles w/Allyson as she wasn't there last week when Trey was to deliver; she still hasn't processed SEG paperwork


Description:
Stopped by and talked w/Ronnie; he asked me to check back next week


Description:
Kevin/Larry did an onsite enrollment; 5 new members including 3 checking accounts; AIG(Dan Bernabe) referral + CUABS referral to Robert Herrera


Description:
Visited site and met w/Niki; shared student run materials. Member packets; obtained info on their charit golf tournament which we have signed up for.


Description:
I talked with Elizabeth Goad about us coming onsite but she's getting ready to go out on materity leave.  She did share our information with her employees.  I've already had a couple of phone calls.

Out of office that I received yesterday.  Thank you for your email. I am currently on maternity leave and will return in mid-December. Please call 336-855-5220 for assistance. Thank you!


Description:
We had an onsite event where we provided breakfast for their employees.  We gave out 16 new member kits and came back with 2 savings and 1 checking.  We'll revisit again in three months.


Description:
We had a talbe at an HR event.  We talked with quite a few people who didn't know who we are.  Debra Jones set up this event.


Description:
Ira/Garrick/Rusty & I played in the FCDS fund raising golf tournament at Maple Chase


Description:
Emailed Hill Stockton to set appt to discuss student run CU


Description:
I talked with Lori today.  They're concerned that we don't have branches in Greensboro.  She asked that I f/u after the first of the year once we start opening branches in Greensboro.


Description:
Membership drive at school w/Kevin; 6 new members with checking accts for each


Description:
Called could not get in touch with Dodero but left her a message with the operator and she should be returning my call


Description:
Visited Ray; he invited me to speak on 10/7@8:30


Description:
Cold Call with Bobby.  The owner Patty Aiken wasn't available.  Lesile in the office asked us to f/u next Tuesday 9/30.


Description:
Cold call with Bobby.  We talked with the President of the company they have 60 employees.  They pay 75% of insurance cost.  He asked me to send him an email in bullet format with our benefits.  

Mr. Laney,

Thank you for taking a few minutes out of your busy schedule to talk with us about Allegacy.  Here’s a glance at our key benefits.

•	Checking without minimum balance requirements
•	Savings accounts
o	Vacation and Holiday Club accounts
•	Mortgages
o	Fixed Rate 15 year and 30 year
o	FHA Loans
o	VA Loans
o	5/1 ARM
o	7/1 ARM
•	Home Equity Loans
o	Up to 100%
•	Auto Loans
o	With rates as low as 1.69%
•	Auto Buying Service 
•	Free online banking
o	WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks
•	Free mobile banking
o	Mobile deposits
•	Visa Check Card
•	Wealth Management
•	Credit Cards with no annual fees

I hope this helps!  Please feel free to contact me with any questions.


Description:
Cold call - need to send email to VP and HR.  VP will be out of town for the next couple of weeks.


Description:
Resent monthly newsletter email and tried to set up an onsite.


Description:
Alyssa emailed to advsie owners want to wait until the first of the year to become a SEG


Description:
Emailed monthly newsletter to Clark and tried to set an appointment


Description:
John Heath from JBA advised he is working on getting in fromt of them for their JAN insurance renewal and will include us if he can


Description:
Followed up per conversation last month with Michael Barron via email


Description:
Michael emailed back to advise to check back after first of NOV


Description:
Called owner was in but not available lm


Description:
called to speak with owner she wasn't in.  I spoke with the office mgr - Janet.  She stated Patty Aiken would have to make decision about partnering with a credit union.


Description:
Cold call.  Owners are Sam & Susan Frank.


Description:
Sent email to Rob Vocci (V.P & Partner & CFO) & Jamie Brown HR Director


Description:
Shannon called into the call center and spoke to Cesar who transferred her over to me.  We spoke and I sent ther the SEG paperwork to be reviewed and filled our.  Will follow up after the DW golf tourney next week.


Description:
Sent email via their website to schedule appt as they don't allow unannounced visitors.


Description:
Stopped by to visit Ronnie; he gave me name/number to his comptroller and asked me to call next Mon or Tues


Description:
stopped by to introduce myself yesterday.


Description:
Stopped by to see if we could visit with HR ended up speaking to the President of the company David Murphy.  They have a total of 475 employees, 150 full time.  They're currently dealing with the Obamacare guidelines.  They also clean Truliant's branches.  David has an auto loan with Allegacy.  I will f/u in a couple months after they get finished with the insurance.  He says the majority of their employees do not do f=direct deposit.


Description:
Joined monthly team meeting; took Connie along so that she could speak about lifestyle loans and motorcycle loans.  Ray is to send back paperwork today and begin usins us as a resource for loans.


Description:
Lm about them being a SEG and that we would like to let their employees know.


Description:
Cold call with Bobby.  They have 5 employees.  They would like to help us with any of our printing needs.  Touch base closer to the time of us opening the branch.


Description:
LM to see if we could attend an upcoming Sales meeting.


Description:
Dawn Fink & I visited the facility; they are prt of Volvo trucks in Greensboro; facility manager was offsite, got his contact info and emailed to set an appointment


Description:
Received updated HR contact info from Connie Shoaf & entered into system; Connie/me to talk before we approach


Description:
Stopped by with Dawn Fink; they aren't interested at the moment; will contact again after the first of the year


Description:
Darin responded that this is above his paygrade and that he has sent to upper management.  Sent follow up email to dig into their Volvo affiliation.


Description:
Stopped by office today and showed owner how to look up Articles of Incorporation; he can now open BIZ account with Tommy Hicks


Description:
Spoke w/Renee; she is meeting w/Bob Kiing next Thursday and asked me to call her Friday after lunch.


Description:
Emailed Mary Anne to set lunch appointment w/Terri and myself


Description:
Stopped by and picked up SEG docs from Ray; will turn in tomorrow after weekly meeting


Description:
Sent email in regards to an upcoming on site visit


Description:
Stopped by to try and speak with Siobahn; she was unavailable buty shared that she had sent SEG doc to CFO; sent F/U email to thank her


Description:
Meet employees at The Fitness Center Member Appreication Business & Health Fair.


Description:
Called to speak with Judy she's in meetings until 2.  Her employee suggested I send her an email.


Description:
Called to speak with Vickie since quarterly letter was returned.  They have moved to 1381 Old Mill Circle Suite 301 Winston Salem, NC 27103.  They have gone from 17 employees to 4.  She didn't sound like they may in business too much longer.


Description:
Updated address in the system.  I also spoke with Felicia Cunningham about coming in for an open house sometime in January or Feburary.


Description:
Received returned mail from Retro Run mailing; company is disolved according to the NC sec of State website as of 1/24/2014; marked as inactive


Description:
Received returned mail; updated address via the website


Description:
They are no longer in Greensboro.  We have a new address for them in at 327 Hillsborough St Raleigh, NC 27603
We cannot find a contact or number for the Raleigh location.


Description:
Quarterly letter was returned.  Website and phone number isn't working.


Description:
Update company information and schedule some time to come out to there office.


Description:
Got new contact info previous contact no longer works there, and location has changed


Description:
New address 4801 commerical Plaza St WS 27104/ Companies name is know Davidson-Bishop Blinds & Shurrers.  Steve Shough is the owner.  LM about coming out for a visit.


Description:
Sent Stefanie message to let her know that we'll have a branch on Battleground and to see if they're interested in becoming a SEG.


Description:
Called to update profile new physical address but mailing address still remains the same


Description:
Sent email to see if they would like to partner with Allegacy for their employees.


Description:
Connie/me made call to set up a visit; waiting for reply


Description:
Emailed Mike to check on a referral we were working together on


Description:
Called and LM for Jeff Hanchey - Executive Director about partnering with Allegacy.


Description:
Still trying to get in touch with Patricia McDaniel.


Description:
Stopped by to say hello to Darlene & she re introduce me to Janet; left SEEG docs w/Janet and set time to follow up in 2 weeks---Mike Wells Sr. left the firm 7/31/14; updated website and name of SEG in SEG MGR


Description:
LM and sent email to Dana Sagen about partnering with Allegacy.


Description:
Spoke with Darlene; she is an investor with Bank of the Carolinas and wasn't interested at the moment; got her to agree to meet next time I'm in Mocksville in a couple of weeks


Description:
Renee advised that Mr. King didn't want to offer at this time; we will revisit next summer


Description:
Ekvin & I stopped by; receptionist gave us card of HR MGR; no email, updated contact info, will try again soon


Description:
Kevin & I stopped by to introduce ourselves/Allegacy; met Cathy the receptionist who gave us Monique's email and advised us that she would be back on 11/11 next Tuesday; sent thanks you email to Cathy


Description:
Emailed/left VM per Mike's request to follow up


Description:
Received lead via Connections from Pam Marion; spoke w/Pam.  She advsied email would be best.  Obtained email address from receptionist and contacted her that way.  Updated SEG MGR & Connections.  Will follow up next WED the 12th


Description:
The SEG ID for The Hearing Clinic is 617


Description:
I attended their staff meeting yesterday and handed out 10 packets.


Description:
The Health Fair is going to be 

Thursday October 30, 2014 
 7:30am - 9:00am  and 2:30pm - 5:00pm.


Description:
I met Deborah Saintsing at The Fitness Center @ Kernersville Member Appreciation Business & Health Fair.  She's the contact for their office.  We talked about me attending a team meeting in December.  They have their own in house mortgage provider.

336-689-2121


Description:
Changed address from 1900 Randloph Rd Suite 216 to 200 Hawthorne Lane Charlotte, NC 280207 
Attn: Vicki Stokes


Description:
Tommy Hick & I tookk Allan Younger to lunch at the Phoenix Grille


Description:
Emailed Grg Chase & Tiki Wittenberg per conversation w/Allan Younger to try and offer the credit union to the staff of FT


Description:
Kevin & I stopped by to introduce ourselves.  Were informed that they are using JBA already.  Emailed JBA to find out who their trep is;; Will be following up w/Chad Huff next week.


Description:
Called to see about speaking around Christmas per earlier conversation with Angela Frazier.  Angela is no longer with the company.  I spoke with Julie Dennis (Norman).  

She stated their Christmas breakfast is scheduled for Friday, Dec 12th.  She'll get the information together and then give me a call.  If I don't hear from her in a week she said to give her a call.


Description:
Quen called to question if his company was part of our group.  Seet him up w/Joey&Jennifer at Clemmons branch which is his choice.  Sent email to both to help confirm appointment.


Description:
I stopped by and provided lunch for Tracy.  I picked up the paperwork for Green Ford for them to become a SEG.


Description:
Filed the paperwork for them to become a SEG with NCUA.


Description:
I finally got in touch with Judy about becoming a SEG.  She asked me to email her the information and to follow up with Crystal.


Description:
I talked with Crystal and she filled out and sent me the paperwork for them to become a SEG.  I have a tentative appt to attend their employee meeting in May.  She asked that I f/u with her mid April.  In the meantime, I have submitted the paperwork for them to become a SEG with NCUA.


Description:
Sent f/u email to see if he's interested in partnering with us.


Description:
Larry stopped by to talk with Dana Sagen back she wasn't available.  She'll be out of the office until after Thanksgiving.


Description:
Called to see who I would need to contact for partnering with the Credit Union.  Lindsey Hill


Description:
I called and spoke briefly with Lindsey Hill.  They currently partner with BB&T but she did say I could drop off some information about Allegacy.


Description:
I dropped off a business packet but I wasn't able to speak with her.


Description:
Sent Christa an email about providing lunch for their employee meeting in December.


Description:
She sent me an email and stated we could provide lunch and have 30 minutes at their employee meeting on Wednesday, December 10th.  I'll plan on 20 people.  I invited Troy Templeton in mortgage to come to the meeting with me.


Description:
I called and LM for Deborah Saintsing about presenting at their employee meeting in December.


Description:
Trying to get in touch with Mr. Craig about paperwork to become a SEG.


Description:
Sent Mr. Craig an email to fill out the paperwork to become a SEG.


Description:
I received an email that asked me to give Mr. Craig a call.


Description:
Called to speak to Mr. Craig.  He wasn't in.


Description:
Sent Ms. Wills an email with information about Allegacy and a digtial Member Kit.  She stated that they currently have Truliant but she would look over our information.


Description:
Called to get contact name.  Chris Moran is the General Manager.  He wasn't available.  LM


Description:
Patty sent me an email to wait until after the first of the year.


Description:
Tori:  I am really thinking about this.  The letter states that the nearest credit union office is in Kernersville and I checked online and that is true.   Even though many banking transactions are performed online these days, our caregiving staff is generally older and probably are going to have a problem with their “bank” being in Kernersville.  That is just too far for them to go. I need to run this by a few folks here.   I don’t care either way but what I don’t want to see happen is that we go through all of this and you don’t have many takers.  There are credit unions here in Greensboro, unfortunately for you, that are much more accessible to our staff.

Patty Aiken
Carolina Lifestyles Senior Care, Inc.
Dba Home Instead Senior Care
4615 Dundas Drive, Suite 101
Greensboro, NC  27407
336.294.0081
www.homeinstead.com/311

I let her know that we would be opening a branch on Battleground after the first of the year.


Description:
Email Larice to see if they would like to become one of our SEGs.


Description:
Stopped by a 3rd time but still no one at the door to open; emailed the address under Contact Us on their website; received reply from Chris on 11/26/14 to set post Thanksgiving appointment


Description:
F/u call she asked that I touch base with her at the first of next week.


Description:
sent email to see if they have set a date for their open house after the first of the year.


Description:
They don’t want us to attend their employee breakfast but would like some information to share with their employees.


Description:
I stopped by and was able to talk with Pat Manuel.  She's an Allegacy member.  Her husband use to work for Reynolds.   They have 450 employees.  They're currently with Members CU but they're looking for another option.  Direct deposit is mandatory for all of their employees.  They run into a problem with their part time employees and credit history.  She's interested in a declining balance credit card (payroll card) for these employees.  She would like to know if we offer payroll cards and what kind of fees we charge.  
I called and left a message for Nicole McCollum.  I will f/u with her on the 4th.


Description:
Stopped by and talked with Mr. Craig about SEG paperwork.  I will pick up the paperwork this Friday after 10.


Description:
I dropped in on Patty Aiken to talk with her about becoming a SEG.  She wasn't available so I left the Credit Union Benefit Brochure and our current credit card and auto loan flyers.


Description:
I dropped off a couple of Credit Union Benefit Brochures for Vocci and Brown.


Description:
I dropped by to see if I could talk with Stefanie.  She wasn't available so I left the Credit Union Benefit Brochure along with the Auto Loan and Credit Card Flyers.  A couple of the front desk employees already work with us and they're excited to hear we're coming to Greensboro.


Description:
Stopped by their location but no one came up front to greet me.  I left with out talking with anyone.


Description:
Stopped to talk with Mr. Moran but he wasn't in.  I left the Credit Union Benefit Brochure with my card.


Description:
I stopped by but they extremely busy.  Ms. Maiden wasn't available but I did leave some more information.


Description:
Stopped by to find out who's there contact person.  Fran Sembert is the Practice Adminstrator but she wasn't available.


Description:
Called to speak with Fran.  She stated now wasn't a good time getting ready for employee Christmas party.  She asked that I touch base with her next week.


Description:
Mary Anne replied and advised they aren't interested at this time


Description:
Shannon emailed to advise they chose another CU(Truliant)


Description:
I have a conference call scheduled with me and Amanda Brackens for the 17th of December.


Description:
Stopped by and met Lindsey Hill.  They're in the middle of the end of the month thru the 7th and then year end into Jan.  

I will f/u with her after the 1st of the year.  (She and two other ladies bring their dogs to work with them.)


Description:
Stopped by to talk with Ron.  He's interested in the Allstate supplemental insurance.  I will drop off a packet to him next week.


Description:
cold call with Bobby about Allstate benefits


Description:
I stopped by to talk with Melissa but the office was closed.  I will try again another day.


Description:
I stopped by to talk with Fran but she wasn't available.


Description:
I dropped off Allstate supplement insurance and SEG packets to Ron.  I will f/u after the first of the year.


Description:
I dropped off credit union benefit brochure but wasn't able to speak with the decision maker.


Description:
I stopped by Wellspring and spoke with the head of HR.  She says they have a contract with Wells Fargo and branch onsite.


Description:
Kevin & I stopped by Robinhood store today.  Met the assistant store manager Jacob.  Left him a member packetl he gave us the # to HR in the Greensboro HQ; reached out to Tori who is getting contact info


Description:
Called Ryan from my chamber Leads group to find out who to contact.  He asked me to send him some information in an email and then he would find the right person to contact.


Description:
Cold call.  Contact is Kathy Schaftlein.  She wasn't available.


Description:
Cold call - contact is Amy Wagoner Director of Finance


Description:
Hi Tori, 

I received an email last week while on vacation from Mr. Dusel stating he had received his debit card(s) in Switzerland.  Jim Hutcherson and I wanted to let you know how much we appreciate everything you did to make this happen.  Allegacy should be proud they have people like you working to provide great customer service!! 

Hopefully, at some point, we will be able to set up a time for you to come here to talk with employees about Allegacy's programs and benefits.  Maybe we could have you set up in the break room for a couple of hours.  As I told you a while back, due to the restructuring in 2013, our office staff is much smaller than in the past.  I always display the posters when you send them to me.   

Thanks again for everything!  Talk with you soon. 


Donna H. Saylor 
Manager, Administrative Services 
Phone: 336-794-4764 
Cell: 336-978-7720 
Fax: 336-760-3216 
dsaylor@bahnson.com


Description:
Greg Chase replied to email and advised we can market on their website but he couldn't become a SEG due to relationship w/SECU; shared this with Tracy and marketing who is working on material for their webpage


Description:
Company Visit; took team to lunch at Little Italy restraunt in King today.  The newwest doctor will be joinins us as a member next week. Much interest was expressed.  I set appointment to bring by a BIZ paclet for the owners to reconsider some CUSO/COMMERCIAL services.
Merrill Shaw, Renee Hall, Andrea Lawson joined me.


Description:
joined John Heath on a visit to meet the owners.  He was reviewing their options for renewal.  I spoke with the Elliott's about the benefits/process for becoming a SEG.  Emailed them the paperwork upon my return to Westbrook.


Description:
Emaild Jon Churn per his request to so after Febraury and try to set up a meeting with his team.


Description:
Greg Keolian & I visited the office to meet the owners. Michael, the president is going out for foot surgery,  We made arrangements to contact him after February and seet up an onsite.


Description:
Sent email to set up onsite per Michael's plan


Description:
Received SEG docs back from Joyce Crutchfield; submitted via NCUA website; automated approval shows on website; awaiting Board approval


Description:
Stopped by the office; obtained the contact information for HR rep; entered into SEG MGR; emailed and left voicemail for Tricia to set an appointment


Description:
Stopped by and dropped off Credit Union Brochure with my card attached to it.  She's out of the office until the first of the year.


Description:
Called and left a vm for Paige to call me.


Description:
Called to talke with Pat about rescheduling conference call with Amanda Bracken.  We have rescheduled for this Thursday the 8th at 9:00am.


Description:
LM to see where we stand on the Allstate policies.


Description:
Paige Green returned my phone call.  They're currently partnered with Members.  She says they've been there since she has…eight years.   They come in once a quarter.  She says her employees seem to be happy with them but she will put out some feelers and let me know if she hears anything different.


Description:
Introduced myself and updated members Address


Description:
I stopped by to introduce myself to Blanca Pearce.  They do not have a front desk just a phone when you want in.  I tried Ms. Pearce ext but she didn't answer.  I did leave her a message.


Description:
I stopped by to introduce myself to our contact Claire.  She stated that everyone already had a bank and was on direct deposit.  She then said I would need to talk with a Sales Mgr about attending a Sales Meeting.  
I met Russ Cox who said that when we offered indirect lending to Parks that we could meet with his 80-90 employees until then he wasn't interested.  He did state that they have a relationship with Truliant for indirect lending.
The F&I Mgr told me that they lose a lot of loans to us because of our rates.


Description:
I stopped by to talk with Deborah Saintsing.  She's not the team lead anymore.  The new team lead is Michelle Amadaor.
Office 336-992-7600
Cell 336-362-7780
michelleamador@kw.com


Description:
Stopped by to talk with manager, I met Nichole who will talk with the Store Mgr about us coming for an onsite visit.


Description:
Spoke to Seg Rep introduced myself member is interested in Applying for a corporate Credit card and I am putting him in touch with Gwen Myers


Description:
Cold Call -  Lady did not give me her name.  She said they're not interested.  They already have something they offer their employees.  She won't go into any detail.


Description:
Shelly called and asked if we could bring her 50 New Member packets for new hires.


Description:
Cold call - stopped by HR.  They're already with a credit union and are happy with  them.  They have two locations in Kernersville and are a part of Micheals.


Description:
Stopped by and talked with Caraustar about becoming a SEG.  They're currently partnered with Member's CU.


Description:
Cold call-lady at desk said they're a small company.  She would give our information to the owner but wouldn't give us the owners name.


Description:
Cold Call - need to find right person to talk with.
Southern Pharmacy Kernersville 1031 East Mountain Street #319 Kernersville, NC 27284 (866) 768-8479 Toll Free (866) 928-3983 Fax Hours: Mon – Fri: 9 am to 6 pm Sat: 8 am to 12pm 

Chad Terry – Co-President

Our Co-President is originally from Hickory North Carolina. He attended the University of North Carolina at Chapel Hill and graduated in 1999 with a Doctorate of Pharmacy.  He met his wife Marybeth at Chapel Hill and still enjoys going back and cheering for the Tarheels. Marybeth and Chad started Southern Pharmacy Services in 2003 and he has 15 year experience in LTC pharmacy. He started as a consultant and rotated inside to learn the operations. Over the years, Chad has focused on the finance side of the company and Marybeth has focused on the sales side of the company. Both Chad and Marybeth work together managing the operations of the pharmacy. Chad and Marybeth currently live in Winston-Salem and have two daughters, Laura and Kate. Chad enjoys golf, traveling, family-time, and the beach.

Marybeth Terry – Co-President 

Our Co-President is originally from Pink Hill, North Carolina. She attended the University of North Carolina at Chapel Hill and graduated in 1999 with a Doctorate of Pharmacy.  Marybeth met her husband Chad at Chapel Hill and their family enjoys going back and cheering for the Tarheels. Marybeth and Chad started Southern Pharmacy Services in Pink Hill in 2003.  She has 19 years of experience in LTC pharmacy. Both Chad and Marybeth work together managing the operations of the pharmacy.  Marybeth lives in Winston-Salem with Chad and they have two daughters, Laura and Kate. Marybeth enjoys traveling, trying new restaurants, family-time, and the beach.

Jerry Henderson – Human Resources Our Director of Training and Development, Jerry Henderson, is an experienced manager and trainer who has worked with various industries from Fortune 500 companies to national and international oil drilling operations. He joined Southern Pharmacy Services in 2010 and focuses primarily on hands-on management techniques and performance improvements within the organization. -


Description:
dshelton@vp.com this email is no longer valid need new contact


Description:
Email address is no longer valid bastephe@gpi.com need new contact info


Description:
Email address is not valid shermann@tcilogistics.net need new contact and email address.


Description:
Email address is invalid jdennis@loganhvac.com need new contact or updated email


Description:
Amanda and I talked with Pat about what we could offer her employees as far as accounts.  They are concerned about the fees their employees are currently paying with Members.  They have mandatory direct deposit and they want to makesure their new hires can get a ccounts.  Amanda talked about what we could do and they wanted to makesure we could have a quick turn around on account info.  I talked with them about having someone they can fax the applications over to and to have the account information within 24 hours if not the same day. I sent her the info to become a SEG.


Description:
In my Chambers leads group.  I have talked with Roget about our benefits.  He would like to wait until we're in Greensboro.


Description:
Stopped by to talk with Roget about the Allstate benefits.


Description:
Visited site had no access to the building will follow up by phone company has another location in Greenboro off of Wendover Ave.


Description:
Company already has a partnership with Carolina Cooperative


Description:
Spoke with Tameka Carpenter HR Generalist who would speak to Tracy Vogel (HR Director) in regard to a partnership with the Credit Union will follow up via phone call.


Description:
Was on site spoke with fornt desk administrator Lane Boyers who will speak to the owner about the partnership


Description:
Was on site and invited a an Employee meeting taking place Jan 28th @ 2:30pm 40-50 Employees met with Darin Redmond


Description:
Cold call.  They're partnered with Members.


Description:
Stopped by and spoke with Ron McKinney and Jan Jones.  They're not ready to sign up as a SEG but they will offer the Allstate supplemental policies to their employees.  They gave me a list of the employees who currently have Aflac.  We'll set up a time to go in in mid Feb to talk with their employees.


Description:
Cold call.  They have 4 different companies under the main company.  They currently partner with Priemier Federal CU.


Description:
Michael called to speak and then  sent back the SEG paperwork.  Emailed & set appointment for the 28th to review how to share with employees and management(roll out)


Description:
I called Tracey to see if we could set a date for an onsite presentation.  He will look at some dates and see what we can schedule.


Description:
Cold call.  I met with Holly Strunk from HR.  She's been with the company for 3 months and would like to have a credit union partner.  She will check with her boss at the first of Feb.  I will email her the infromation we need inorder for them to become a SEG.


Description:
Stopped by and could not meet with Ms. Page.


Description:
Cold call.  I need to talk with Jan Presnell.  She wasn't available.


Description:
Talked with Jodey and she asked that I send an electronice kit to share with her employees.  They don't really have meetings since they're so spread out.
I also talked with her about Allstate benefits.  They are in the process of setting everything up with Hill, Chesson and Woody.


Description:
Sent email to see if we could schedule an onsite visit for Feb.


Description:
sent email to see if we could attend an upcoming staff meeting.


Description:
Larice White from the Chamber gave me the contact info for this company.  I stopped by this morning to introduce myself.  Sean will need to talk with Corporate.  I will follow up with him next week.


Description:
Sent email to see if we could attend any meetings or events.


Description:
Alyssa emailed to advise she is being displaced and shared contact info for the owner/owners wife.  Emailed to try and set an appointment.


Description:
Emailed Chris; received reply asking me to contact Mishelle in HR.  Replied to all to set appt


Description:
Lined up onsite for Kevin/me for 2/19/15


Description:
Sent email to see if he has had a chance to talk with corporate.


Description:
Received paperwork for them to become a SEG.  Submitted paperwork for NCUA.   Approved.


Description:
Received paperwork from teri Gutierrez and submitted via NCUA website; automated approval recevied; board to meet 2/19/15 to approve


Description:
Emailed John Heath of JBA to try and set appointment based upon his direction from last fall.


Description:
I sent an email to Ms. Cain to try and schedule an onsite for end Feb or first of March.


Description:
Sent an email to see if we could schedule an onsite visit.


Description:
LM to see if he's had a chance to talk with corporate.


Description:
Dropped off/picked up paperwork for Allstate Ins for JBA.


Description:
Stopped to help answer questions for JBA visit


Description:
LM for Holly Strunk to see if she's had a chance to talk with corp.


Description:
Stopped by and spoke with Matt.  Met his new assistant and shared the Biotech Lunch and Learn flyer with them.  We spoke too of me being invited to a committee meeting to address any CU questions


Description:
Holly sent me an email to state she has the go head to partner with us.  She will complete the necessary paperwork and email it to me.


Description:
I sent Deborah an emial to see if they're still interested in an ATM and to schedule some onistes for this year.


Description:
Let VM for Deborah to call me about ATM.


Description:
Hello, Tori.
 
I apologize for the delayed response to this but I think we'll pass.  Please let me know the location of the new branch.
 
Thank you.
 
-----Original Message-----
From: "Baker, Tori" <tbaker@allegacyfcu.org>
Sent: Tuesday, February 3, 2015 11:04am
To: "'dwhite@datamasters.com'" <dwhite@datamasters.com>
Subject: Allegacy is coming to Greensboro
Ms. White,
 
I wanted to touch base to let you know that we will be opening a branch in Greensboro towards the end of March.  We would like to provide breakfast or lunch for your employees and share the news and benefits your employees qualify for with Allegacy.  Is this a possibility?


Description:
Kevin/me stopped by and met Dwight; he is sharing with the CFO and we will follow up next week.


Description:
Kevin/me stopped by; HR&MGMNT in meeting; obtained name/email and followed up next day; will visit next time in G'boro


Description:
Kevin/me stopped by; HR&MGMNT in meeting;; obtained contact info and followed up to set appt


Description:
Kevin/me stopped by; obtained the HR contact info and followed up to set appointment.


Description:
Gwen returned my calls/emails from calling blitz lasst week & advised that they are fine with Prestige credit union; no current need


Description:
Kevin/me held onsite & enrolled 27 members; took packets back on the 27th due to snow on the 26th


Description:
Emailed Dee to try & set up an onsite visit.


Description:
Followed up with Glendale which included the proposal for the summer program that involved financial literacy.


Description:
Sent monthly email letter about Referral Program


Description:
Called and spoke to Mary in order to update new mailing address Barbara Reece was not available and will follow up with her to set up an on site


Description:
Met w/Patrick and discussed what Allegacy is and offers; he is sharing with partners and will advise next week


Description:
Stopped by and obtained contact info for plant MGR;; sent email to schedule appt; will visit next week if no reply


Description:
Visited new office; obtained new contact info/address & updated SEG MGR; sent email to follow up on packet left with staff


Description:
Stopped by and met Veronica again.  She shared the new managers card and let us know there was no current CU affiliation; email SEG REP to set appointment; left SEG docs w/Veronica


Description:
Stopped by and met new MGR; they are w/Truliant and not interested at the moment


Description:
Kevin/I stopped by and spoke with Jaime; she advised to reach out after 4/17/15(TAX TIME)


Description:
Stopped by Clemmons location; met Rusty LaRue and left SEG package w/him.  He advised Jeff was in Kernersville working on their 5th location.


Description:
Stopped  by and met with Mike; answered his questions; he will research company response and we have follow up appointment on 3/27/15 via phone


Description:
Stopped by and obtained contact info for MGR; left SEG packet and will follow up tomorrow


Description:
Stopped by and obatined new HR contact info; will follow up tomorrow


Description:
Met with Karen Gordon this AM; she is a member of Allegacy.  She will be taking packet and discuss with Dr. Appanatis; set follow up appt for next Wed


Description:
Met Mary Anne at Clemmons Starbucks.  Spoke about the chancges at Onsite; they have doubled in size.  Changed her role which I updated in SEG MGR; they went w/Paychex for benefits package/HR management.  They are thinking again of becoming a SEG as part of the rollout on the 4/24/15 of their new HR plan.  Sent docs again to Mary Anne.  We are to reconnect again the last week of March.  May want a BIZ banking quote in May as TIRED of Wells Fargo


Description:
I had a meeting with Lindsay Hill about partnering with Allegacy.  She said she would talk with her teammates and let me know something in a few weeks.


Description:
I talked with Lindsey.  They're going to hold off for now.  They're in the midst of a remodel at the dealership and rolling out a new 401k.  They don't want to over whelm their employees with too much information at once.  I will touch base with her later this year.


Description:
I had a meeting scheduled with Fran.  Will have to reschedule due to weather.


Description:
Met with Fran.  They're not currently partnered with a CU.  She'll need to talk with the Doctors before she can move ahead.  I will touch base in a couple of weeks after their meeting.


Description:
I sent Fran an email to see how the meeting went.   
Tori,

We did discuss it yesterday and they are fine with us becoming a select group. 

Do you want me to do a letter to Tracy Myers? How long does the approval process take?

Fran Sembert, CMPE
Practice Administrator
Wendover OB/GYN & Infertility
1908 Lendew St
Greensboro, NC 27408
336-544-7700 (P) 336-273-1948 (F)
fd.sembert@wendoverobgyn.com


Description:
Received email with information to become a SEG.


Description:
Sent Holly an email to see if she had any questions about the paperwork.  She hasn’t responded.


Description:
I talked with Kathi Lester at the Bayada Home Health Open House event about the Chamber becoming a SEG.


Description:
Called Mr. Craig to see if we could schedule an onsite visit.  He also asked if we could consolidate his 10 rental homes into one mortgage.  Referred to mortgage.


Description:
Margaret returned email; we called and then visited her; reviewed the SEG packet and answered their questions; sent electronic format of SEG docs; set appoiontmenet for 4/1 to speak at monthly meeting


Description:
Tommy/I had lunch with Chris; he had to leve due to family emergency; sent SEG docs via email; supposed to follow up next week


Description:
Received SEG docs and submitted via NCUA website; pending board approval


Description:
Lunch and learn scheduled for Friday, April 10th.


Description:
Onsite Monday, March 30th.  Provided breakfast from Chic-Fil-A at Greensboro location.


Description:
Scheduled for the week of May 11th-15th.


Description:
Met with Mike and a couple of his MGRs; spoke about Allegacy and the process/benfits; emaild SEG doc sto Mike who advised he would fill out by next Tuesday to meet the Board deadline for the month to become a SEG


Description:
Stopped by door was locked but there were cars in parking lot.


Description:
From: crystall [mailto:crystall@homeloving.com] 
Sent: Wednesday, March 18, 2015 2:57 PM
To: Baker, Tori
Subject: RE: Allegacy Federal 

It has been moved to May 28/29 and I believe it will not be in-house. I think the best time to come now may be November ( caregiver month) to present. Could you touch base around Sept/Oct?
Thank you for letting us assist with your loved ones needs.

Sincerely,
Crystal Norman
Director of Operations
Visit us at www.homeloving.com

"We provide the care you need with the love you want"
 



From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, March 18, 2015 9:26 AM
To: 'crystall@homeloving.com'
Subject: Allegacy Federal 

Good morning Crystal,

I hope all is well!  I just wanted to touch base.  The last time we talked you had said I could present the Allegacy benefits to your employees sometime in April.  I was wondering if you have a date in mind so I can go ahead and put it on my calendar.  If it helps, I would be more than happy to provide breakfast, lunch or a healthy snack for your employees.

Tori Baker                                       
Allegacy | Member Development Specialist                                                                                                                         
P.O. Box 26043 | Winston-Salem, NC 27114-6043              
336.774.2803 office| 336.414.3788 mobile | tbaker@allegacyfcu.org


Description:
Sorry, what I mean is the caregivers won’t be coming into the office. We are mailing the education out.
Thank you for letting us assist with your loved ones needs.

Sincerely,
Crystal Norman
Director of Operations
Visit us at www.homeloving.com

"We provide the care you need with the love you want"
 



From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Thursday, March 19, 2015 2:24 PM
To: 'crystall'
Subject: RE: Allegacy Federal 

Hey Crystal,

Would it be possible to attend the meeting in May even if it’s not in-house?  I would be more than happy to provide some healthy snacks for your employee meeting.  I would just need about 10 minutes to share the benefits of Allegacy.  I can then step out and wait for a break if anyone has any questions.

Tori


Description:
Made joint sales call w/Kilvis Johnson(PH Branch MGR); emailed requested info to back up SEG papers left with owners; seet follow up appt for after my return from vacation on the 22nd.


Description:
Provided lunch for their employees.  2 new members.


Description:
One of their employees contacted me about moving all their accounts from Wells.  She has an appt with Pam this Friday.


Description:
Called Roberta about joining the the winston salem Chamber and she was not interested in doing so


Description:
HR MGR Mariah Agsten came to town and we met at the local office inBiotech.  She is taking SEG papers back to RDU for management team to review and ask questions.


Description:
Met w/Michelle Lawson; reviewed BIZ products for the company and set an onsite for 5/19/15@10AM


Description:
Name changed from TIMCO to HAECO Americas 2014


Description:
Hello Tori,

Hope all is well.  We have two facilities here in Madison, NC.  Please send another set of flyers, so there is enough for both places.  Your help is appreciated.

Have a blessed and safe day.


Thank you,
Susan Mitchell | Human Resource Specialist
Remington Arms Company, Inc.

870 Remington Dr., PO Box 700, Madison, NC 27025-0700
Phone:  336.548.8592 | Fax:  336.548.7836| susan.mitchell@remington.com


Description:
LM to see if we could provide lunch or an ice cream social for their employees.


Description:
Provided breakfast for their employees and onsite enrollment.


Description:
Breakfast and Learn for Greensboro location.


Description:
We set up for an onsite for the first and second shift in High Point.


Description:
Good Afternoon Tori, 

My name is Heather Key, Human Resources Coordinator, Benefits for Ralph Lauren. 

We are recognizing smart savings month for the month of March and to generate an extending awareness to the importance financial security, I would like to extend an invitation to you and a team member to come onsite to one of our RL campuses to educate our employees about your banking services and other membership campaigns your company may be promoting during the month of March.

Peak time for employee circulation is during lunch hours, where I think it would be most beneficial  for you and team to deliver supporting answers to employee questions based on interest and to provide supporting banking services and any other promotional offers you may be able to at no cost.

I would like to speak with you additionally when you are available per this incentive. Please can contact me at your earliest convenience via email Heather.Key@RalphLauren.com or by work phone 336.632.5263. 

Thank you for your time in advance and look forward to speaking with you soon!

Regards,

Heather Key | Human Resources Coordinator, Benefits
 
4100 Beechwood Drive, Greensboro, NC 27410
T: (336) 632-5263 | E: Heather.Key@RalphLauren.com


Description:
Hi Tori, 

Yes, if you could please ask for me and or Beverley Annan in the event I am running behind…we will be happy to get you situated. 

Again the address for tomorrow’s kiosk will be held at High Point Direct.

Address: High Point Direct
201 N. Pendleton Street
High Point, NC 27260

Let me know if you have any further questions before tomorrow’s kiosk sessions regarding extension cords, contact form copies, tickets for raffle, etc…

We are looking forward to you visit tomorrow!! 

Please contact be anytime if you have further questions or inquires.

See you soon!



Heather Key | Human Resources Coordinator, Benefits
 
4100 Beechwood Drive, Greensboro, NC 27410
T: (336) 632-5263 | E: Heather.Key@RalphLauren.com


Description:
We had an onsite with popcorn.  We ended up with 16 new members.


Description:
Contacted Kellie to schedule an onsite…ice cream social.


Description:
Received SEG docs via email; submitted via NCUA website; awaiting board approval


Description:
Stopped by and spoke w/Jaime after the onsite at Comfort Bilt


Description:
Lunch meeting w/Trey Howe, Doug Brewer, and owner Tom Landock; set follow up for my return tot own next week.


Description:
Stopped by shop and delvered SEG docs to Tom; he is to fill out tonight so that we can hit board deadline for tomorrow; closed HELOC w/Trulian; will begin BIZ loan/accounts first of next month when they report to the credit bureaus


Description:
Received referral via CONNECTIONS from Ingrid; updated President name/# and reached out to Ingrid who referred them to prepare for call


Description:
Called Jeff; he is in Chicago; asked I call him back Thrusday


Description:
Kevin/me hosted an onsite; signed up 6 new members


Description:
Stopped by and met with Daniel; he invited me to speak to group on Thursday morning at 8:30


Description:
Chamber after Hours at Greensboro location


Description:
Met w/Jeff; set appt for 6/23 w/Dan Bernabe. Cheryl Grant, Doub Brewer, & myself


Description:
Chad Huff and I visited with Marc Sears.  I discussed financial workshops for his employees.  Chad discussed Allstate Benefits with him.


Description:
Chad and I have another appointment scheduled to meet with Marc to discuss how we can offer his employees supplemental insurance.


Description:
Kevin, Larry and I went to introduce ourselves to Susan Mitchell at Remington Arms and to get a layout of both their locations.


Description:
Ice cream social at Kernersville location.  Sabrina from Kernersville Branch joined me.


Description:
Ice Cream Social at main location in Winston Salem.  Trey Howe joined me.


Description:
Kevin and I attended presented with JBA for open enrollment.  We were there Monday, May11th, Tuesday, May 12th, Wednesday, May 13th.  Larry covered Thursday, May 14th.


Description:
Working with deposit ops to get an onsite ATM.


Description:
Dan O'Shea is no longer employed by Fairway Outdoor Advertising. Steve Guild is now the GM for Fairway Outdoor Advertising Triad division. You may reach Steve at steve.guild@fairwayoutdoor.com If this is a personal message for Dan you may reach Dan at danosh@triad.rr.com.


Description:
To Whom it may concern:
Suzanna Scoggins Venable is no longer with Purolator Facet, Inc.  For items regarding Import/Export& Terms and Conditions for Purolator Facet, contact Victoria Williams at Victoria.williams@purolator-facet.com.  

For all other inquiries regarding Import/Export - please contact:

Lindsey Overbay
Counsel
CLARCOR Inc.
840 Crescent Centre Drive, Suite 600 
Franklin, TN 37067
Office: 615.771.2624
Mobile: 615.630.0870
Fax: 615.246.2663
Lindsey.Overbay@clarcor.com


Description:
Stopped by and spoke w/Tom; he will be waiting for now to proceed w/Doug & I


Description:
Emailed Jeff SEG docs and requested a meeting.


Description:
Spoke w/Heather per T Hicks email; set appointment to speak next week


Description:
Emailed Cindy after meeting at SHRM event


Description:
Kevin/me stopped by and introduced oursleves to Alesia.  Left SEG packet and will follow up month end.


Description:
Kevin/me stopped by and left a SEG packet with Ed; Travis and Josh will be back tomorrow


Description:
Caught up with Mr. Rau on his cell number after his wife shared it w/me.  He asked me to call Susan Evans(updated info in SEG MGR).  The phone extension he shared had a different name on the VM; sent her an email to try and set an appt.


Description:
Talked with Holly.  She's going to talk with her boss at the end of the month to see if we can get things rolling again.  F/U at the first of July.


Description:
Kevin/I stopped by and left a packet w/Amy as she was w/client; sent email to FU and set APPT


Description:
Kevin/I stopped by but Jeff wasn't there as he had to work Volunteer Fire as a power line was down in the area; left packet and sent email to FU 4 APPT


Description:
Kevin/I stopped by and spoke w/Sue Miller about member referral program.  Owner has cancer;; she advised we lay low awhile and then talk about any/everything.


Description:
Kevin/I stopped by their office; no one there; emailed JR Lawson to check on him/company.


Description:
Stopped by to introduce myself to Lisa Cain.  She wasn't available.


Description:
LM to see if we could provide breakfast or lunch for her employees and let them know about our new branch in Greensboro.


Description:
Called and spoke w/Joanna per Merrill's lead and set appointment for 6/17/15@11AM


Description:
Debbie/me went to office and met w/Joanna; she will be filling out SEG docs this week per conversation; will follow up w/her after her cruise middle of July


Description:
Brenda Griffin is no longer with the company.  The new contact is their Adminstrator Jennifer Graham.


Description:
I checked with the owners and they don't have an interest in this right now.

Thank you.

Kristy Scaramuzzo
Accounting/HR
kmuzzo@beacontec.com 
Beacon Technologies Inc.
Direct: 336.232.5672 | Fax: 336.931.1296

website | blog | facebook | twitter

-----Original Message-----
From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, June 17, 2015 4:28 PM
To: Scaramuzzo, Kristy
Subject: Allegacy Federal Credit Union

Ms. Scaramuzzo,

My name is Tori Baker with Allegacy Federal Credit Union.  We recently opened a branch in Greensboro.  We're looking for a few select employer groups to partner with in the Greensboro area to offer credit union benefits for their employees at no cost to you.  Do you have sometime in the near future that I could stop by and share some more information with you?

Tori Baker
Allegacy | Business Development Specialist P.O. Box 26043 | Winston-Salem, NC 27114-6043
336.774.2803 office | 336.414.3788 mobile | tbaker@allegacyfcu.org email


Description:
Alesia reviewed packet and declined; added that she wish we respect their No Soliciting policy


Description:
Met Aleisha for coffee; obtained updated contact info for HR and management


Description:
Stopped by and left packet w/lisa(recptionist) for Mary and obtained contact info for Mary; she is out of town this week; will follow up next week!!!


Description:
Joanna returned SEG papers; submitted to NCUA & received automated approval; awaitng board meeting on 7/16 for approval


Description:
talked with Wendy they have HAS's weith Bank of Oak Ridge.  She asked me to email her some information.


Description:
Kevin/I stopped by and met Ruth Glenn, HR manager of Compensation/Benefits; left her SEG packet; they are interested I offering a 2nd CU and we are to follow up on Thursday afternoon.


Description:
Kevin/I stopped by and met w/Kelly; she asked we give her a week to follow up with her


Description:
Kevin & I stopped by and set appt for 7/21@2PM


Description:
Spoke w/owners; they are going to pass for now; will follow up next year


Description:
Onsite w/group; 2 memebers went to Wes@Biotech on Friday


Description:
Doug Brewer/I met at SEG office and picked up info for credit card that  BIZ wants; torded facility and SEG hopes to do more w/AFCU


Description:
I stopped by and introduced myself to Melinda Pressley.  She asked me to email her some information.


Description:
I talked with Melinda.  She hasn't had a chance to review the information that I emailed her.  She will look over this weekend.  I need to follow up with her the first of next week.


Description:
Received returned email stating Dwight has left the company.  Updated SEG MGR and reached out to his replacement for an appt.


Description:
Talked with Melinda, she's going to check with her employees to see if there's any interest.  I'll f/u with her next week.


Description:
We stopped by and introduced ourselves.  (Larry & Tori)


Description:
We were able to finally talk with the General Manager Chris Morgan.  They're currently partnered with Priemer FCU.


Description:
Chris, Larry and Tori from Allegacy here.  We wanted to say thanks for you taking the time to speak with us last week.  It was nice to meet.  Please hold onto our contact information in case we may help you and your staff with anything.  Please feel free to reach out to us and keep us in mind should you want to expand your HR offering to a second credit union.

Take care, Larry/Tori.


Description:
We stopped by to introduce oursevles. (Larry & Tori)  The front desk person Barbara Atkins couldn't give us any contact information but said she would pass along our contact information.


Description:
Talked with Star Michelle Smith the HR mgr.  They're currently partnered with Truliant and are happy with them.  They're not interested in making any changes.


Description:
Tori/I stopped by; HR manager out of the office, obtained her contact info and sent an email to try and set appt


Description:
Emailed new HR rep per Christina Langill's lead/new contact info trying to set appt


Description:
Sally returned emailed advising she has replaced Tiffany; updated SEG MGR; Fed Ex'd SEG packet and emailed electronic version; trying to set appoint for 1st of Sept per her request


Description:
Cold call; Thad sits in center of main office when you walk in; left him information; he asked I come by next week as he would poll team this Friday as he hands out paychecks


Description:
Sent Alecia an email to schedule a breakfast or ice cream social for August.


Description:
Not at this time, but I will be in touch.


Heather Key | Human Resources Coordinator, Benefits
 
4100 Beechwood Drive, Greensboro, NC 27410
T: (336) 632-5263 | E: Heather.Key@RalphLauren.com

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Friday, April 10, 2015 2:32 PM
To: Key, Heather (US)
Subject: RE: Ralph Lauren - Member Development Kiosk Session

Great , thank you!  

Do you have any dates in mind for us to visit your other campuses?

From: Key, Heather (US) [mailto:Heather.Key@RalphLauren.com] 
Sent: Friday, April 10, 2015 10:46 AM
To: Baker, Tori
Subject: RE: Ralph Lauren - Member Development Kiosk Session
Importance: High

Hi Tori, 

No worries! I’m  actually writing articles for our company newsletter and as  part contributors to our Financial Wellness Series, I am writing a short blurb regarding your visit. I will reach out to my team my corresponding members Beverley Annan and Inez Elliott.

Again, thank you for your partnership and I would like to extend an invitation to both you and Kevin in the coming months to visit other onsite Ralph Lauren campuses. 

Have a great weekend!

Heather Key | Human Resources Coordinator, Benefits
 
4100 Beechwood Drive, Greensboro, NC 27410
T: (336) 632-5263 | E: Heather.Key@RalphLauren.com


Description:
Good Evening Tori,
As discussed, Inez Elliott and our AP group will be greeting you tonight. Hope you have great night with our associates!!

Sincerely,


Beverley Annan
HR COORDINATOR, HUMAN RESOURCES | RALPH LAUREN ECOMMERCE            
201 North Pendleton Street | High Point, NC 27260
O: 336.878.3566  
E: beverley.annan@ralphlauren.com   




From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, March 25, 2015 4:20 PM
To: Annan, Beverley (US)
Cc: Key, Heather (US)
Subject: Re: Ralph Lauren - Member Development Kiosk Session

Thank you!

Sent from my iPhone

On Mar 25, 2015, at 4:10 PM, "Annan, Beverley (US)" <Beverley.Annan@RalphLauren.com> wrote:
Good Afternoon Tori, 
we will arrange to have the cords available prior to your arrival 
 
 
 
From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, March 25, 2015 3:38 PM
To: Key, Heather (US)
Cc: Annan, Beverley (US)
Subject: Re: Ralph Lauren - Member Development Kiosk Session
 
Hi Heather,
 
Okay, great!  Do you think we could get an extension cord for he table?

Tori Baker 
Allegacy | Business Development Specialist
P.O. Box 26043 | Winston-Salem, NC 27114-6043
336.774.2803 office | 336.414.3788 mobile | tbaker@allegacyfcu.org email
 

On Mar 25, 2015, at 2:44 PM, "Key, Heather (US)" <Heather.Key@RalphLauren.com> wrote:
Hi Tori, 
 
Yes, if you could please ask for me and or Beverley Annan in the event I am running behind…we will be happy to get you situated. 
 
Again the address for tomorrow’s kiosk will be held at High Point Direct.
 
Address: High Point Direct
201 N. Pendleton Street
High Point, NC 27260
 
Let me know if you have any further questions before tomorrow’s kiosk sessions regarding extension cords, contact form copies, tickets for raffle, etc…
 
We are looking forward to you visit tomorrow!! 
 
Please contact be anytime if you have further questions or inquires.
 
See you soon!
 
 
 
Heather Key | Human Resources Coordinator, Benefits
<image001.jpg>
4100 Beechwood Drive, Greensboro, NC 27410
T: (336) 632-5263 | E: Heather.Key@RalphLauren.com


Description:
From: Saunders, Kristen [mailto:KSaunders@wcsr.com] 
Sent: Wednesday, March 18, 2015 11:05 AM
To: Baker, Tori
Subject: RE: Allegacy Federal Credit Union
 
I would expect maybe ½ the office to stop in, so 15?  
I will let you know if it looks like a lot more or less.
Thanks Tori!
 
 
Kristen B. Saunders 
Office Manager
Womble Carlyle Sandridge & Rice, LLP 
300 North Greene Street, Suite 1900 
Greensboro, NC  27401 
Direct Dial:  (336)574-8048 
Fax:  (336)574-8075 
ksaunders@wcsr.com <mailto:ksaunders@wcsr.com> 
www.wcsr.com <http://www.wcsr.com> 
Please consider the environment before printing this e-mail.


Description:
Stopped by based on referral; name change, got name of HR rep and updated SEG MGR, he is out of town until 8/1
Corey LaTrelle is supposedly new HR rep


Description:
Tori/I meet w/Paul for about 15 minutes; he is to visit the branch@Battleground and meet Pam; we are to F/U w/him after 8/1


Description:
Tori/me stopped by but Mary was in a meeting


Description:
Debbie/I went to company store grand opening on 601; met Mitzie; they have a credit union out of RDU but don't know the name; have reached out on 7/27 to try and get a meeting to review


Description:
Received SEG papers back from Tom via email this AM; met w/him to discuss next steps and opening a BIZ checking account; gave hime PDF to fill out; F/U on Monday to review


Description:
Steve reeturned call and scheduled a meeting for 3PM on 8/5


Description:
Kevin/I stopped by and caught up with Karen Frye who advised us that benefits are handled by the comptroller Marsha Lewis; left message for Marsha and will F/U next week


Description:
Kevin/I stopped by to meet Shauna;; she was at lunch so we left packet and are to F/U next week


Description:
If you check in at the front desk at each location, they will be expecting you on their scheduled day. 

Head counts as follows: 
Advance – 10
King - 7
Kernersville - 16
Winston Salem – 60 
Thomasville – 15

Thank you!
Michelle Bannister
Patient Access Specialists
Digestive Health Specialists, PA
Phone:  336-768-6211
Fax:  336-768-6869


Description:
Hi Tori, all the dates below work for each location and have been added to their schedules for you to be there at 2:30pm. We’re excited! 
 
Monday, June 15th  - Advance 
Tuesday, June 16th   - King
Wednesday, June 17th - Kernersville
Thursday, June 18th – Winston Salem 
Friday, June 19th – Thomasville
 
Please let me know if anything changes.
Thank you! 
 
 
Michelle Bannister
Patient Access Specialists
Digestive Health Specialists, PA
Phone:  336-768-6211
Fax:  336-768-6869


Description:
Melinda hasn't found anyone who is interested in joining our CU as of yet.


Description:
Spoke w/Thad again; he declines at the moent & agreed that we can touch base again after the first of the year


Description:
Spoke w/Ralph; they are going to decline at the moment; agreed to speak again late winter/early spring 16


Description:
Brad Bumgarner from Commercial division met w/Paul to present #'s inn prep for board meetng on the 31st of month; waiting to hear from Brad so we can plan next steps


Description:
dropped in to introduce ourselves.  Larry & Tori


Description:
Cold call - HR is located in Spartanburg, SC


Description:
Recently bought out; was Southeastern; muliple centers, based out of Southern Pines; Connie Shoaf(lifestyle lending)has reached out to group


Description:
They've closed their Greensboro location.


Description:
Company has moved…updated address in SEG Mgr & new contact.  Eve is no longer with the company.


Description:
Dropped some more brochures for new hire packets.  Checking and Choose Allegacy.


Description:
Company closed due to lawsuit on 7/23/15


Description:
JBA CLIENT WHO CURRENTLY DOESN'T WANT TO OFFER THE CREDIT UNION


Description:
jba client who doesn't want to offer the CU yet


Description:
Caught up w/Supriya; they have declined at the moment


Description:
Cold call as there is activity in the building now; met the plant manager's assistant; got her to email me and share his name; she gave him the SEG docs; follow up planned after the Davie County Chamber golf outing; she thought they may have a team or sponsorship there


Description:
Stopped by and obtained new HR rep name; left card and packet; will follow up when he returns next week


Description:
Alan Miller reeturned SEG docs via mail and I set up compnay in SEG MGR; this was a lead from Kelvis Johnson; branch manager at Peace Haven.


Description:
Met w/Mitzie at coffee shop in Yadkinville, very interested in offering CU and in Commercial department; emailed SEG docs next day and sent F/U via Linkedin too


Description:
Met w/Julie for an hour in Greensboro office; she is very interested, especially in the Wellness program; set a F/U 4 two weeks


Description:
Sent Wendy email with the info we would need for them to become one of our SEGs.


Description:
Sent info we would need for company and association to become a SEG.


Description:
Invited to play in their charity golf tourney along w/Ira, Jody on 9/4


Description:
Talked with Glenda Smith she says they're with Members.


Description:
stopped by to introduce myself to Crystal.  She's no longer with the company.  New contact Akeico Stanley.


Description:
Brad Bumgarner, Wendy Staz & I visited w/Jim Babock who showed great interest in the entire team of Allegacy.  He is to fill out SEG paperwork and reteurn by month end.


Description:
Received SEG docs from Jim last night; submitted via web to NCUA & have approval; emailed Jim update and board date


Description:
Kevin/me stopped by and left SEG packet w/Samantha via the gatekeeper


Description:
Cold call met Bill Bushop the Business Mgr.  He asked me to email him the information which I sent to him yesterday.


Description:
Cold Call.  They currently bank with Wells Fargo.  They have Truliant for their employees but Ms. Kent doesn't think many employees use them since their so far away.  She'll talk with her boss at the first of next week and see if we can offer Allegacy to their employees.  I also sent her an email with the information that we'll need for them to become a SEG.


Description:
Cold call.  Amy Wagoner wasn't available sent her an email.


Description:
Cold call lady at front desk said they aren't interested.  She didn't give her name or titile.


Description:
I talked with Wendy they're in the middle of some major software changes/upgrades.  She said she's not willing to talk about anything else this year.  She said it would be March/April before she's willing to talk about CU.


Description:
cold call to see if they currently partner with a credit union.


Description:
Visited & met w/Celena Stewart the office mgr; left her with SEG docs; she is tio try and reach out to Amy & Teresa to review again.  Set F/U for Friday.


Description:
Met w/Michelle the Director of Finance; left her the SEG packet and sent F/U email too; she is very desirous of the JBA & Payroll


Description:
Cold Call need to contact April Carter.  Left some information about Allegacy.


Description:
sent email with information about partnering with Allegacy.


Description:
called Ms. Carter she was in the process of getting ready for their Gala and the special unvieling of a new tank on the TV show tanked.


Description:
called and LM for Ms. Kent to see where we stand.


Description:
Cold call Nikki Stafford wasn't available but I did get her email address


Description:
sent email about the benefits of becoming a SEG


Description:
sent email about the benefits of partnering with Allegacy.


Description:
Sent email to Ms. Pehlke.
Tori,
Thank you for contacting us.  I am forwarding your information to Mrs. Danielle Styles who is our Human Resource person on campus.  She would find this information more useful.  You can follow up with her at dstyles@americanhebrewacademy.org or at 217-7062.
Take care,

Chris Pehlke
Business Office
Phone:  336/217-7061
Fax:  336/217-7011
e-mail: cpehlke@americanhebrewacademy.org


Description:
Emailed Sally who replied that she and her MGR were about to review SEG docs and to check back next week


Description:
Brian Vannoy and Greg from commercial visited again; Jeff has declined at the moment


Description:
I received the paperwork for Caldwell to become a SEG.

Please see the attached letter and information regarding Caldwell employees being able to join the credit union.

Bill Bishop
Business Manager - Caldwell Academy
2900 Horse Pen Creek Rd
Greensboro, NC  27410
Multi-Location 336-891-0814


Description:
Submitted paperwork to NCUA and it was approved.


Description:
Stopped by and exchanged a SEG packet for contact information of HR rep Connie; they are in the missle of 401K blackout and shortstaffed; to contact her next week


Description:
On Oct 1, 2015, at 12:48 PM, Miller, Ralph <rmiller@allegacyfcu.org> wrote:
Brian Trotter, their President, is in with Benita Howell at WBrook right now and will look forward to a call at 302-4820 soon to coordinate.  I gave him Tori’s name and will enter Connections referral to our brethren in Mem Dev for the HSA.   Team Candace and Ralph are all about some cross selling!! 
 
Remember us for 401ks, SIMPLE IRAs, SEP IRAs or just Traditional or Roth IRAs when you are out in the field.
 
I can also offer some of your business owners FDIC insured Market Linked CDs that can offer potentially higher annual income(a range of 1-6%/yr) and protected growth potential for 3-7yr lengths of time.    
 
Best Regards, 
 
Ralph C. Miller, CFP®
Financial Advisor,  CUSO Financial Services, L.P. | Allegacy Investment Group                  
P.O. Box 26043 | Winston-Salem, NC 27114-6043
1691 Westbrook Plaza Drive, Winston-Salem, NC 27103
336.774.3704 Office | 336-774-5349 Fax | rmiller@allegacyfcu.org


Description:
I talked with Brian Trotter,at 302-4820 to coordinate an onsite.  We're scheduled to talk with their employees about HSAs on the 19th of November.


Description:
From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, July 29, 2015 6:12 PM
To: Shannon Perry
Subject: Re: Change of contact information

Thank you for letting me know!  I will update our information.

Sent from my iPhone

On Jul 29, 2015, at 9:28 AM, "Shannon Perry" <Shannon.Perry@Avocainc.com> wrote:
Dear Tori,
 
My name is Shannon Perry and I will be your new contact for Avoca, Inc.  As Mike Hayes is no longer employed with Avoca, Inc., please remove his name from any correspondences with Avoca.
 
Best regards,
Shannon Perry
Avoca, Inc.
252-482-2133
"Note: This message may contain confidential and/or privileged information. If you are not the addressee, you are not permitted to utilize in any way the information herein. If you have received this message in error, please advise the sender immediately by reply e-mail and delete this message."


Description:
Samantha, we hope this email finds you doing well today.  My teammate Tori and I have spoken with several of your associates over the past months.  They have expressed an interest in Allegacy as being an offering of your HR package.  This is a free no obligation option that we would love to catch up and speak with you about soon.  Is there a time we can meet for a cup of coffee or lunch to discuss this further?

We look forward to meeting.  Take care,, Tori and Larry.


Description:
Provided lunch for their employees at the Greensboro location.  Brought back one app - declined checking do to history.


Description:
Provided lunch for their Clemmons Location.  It's located at 6211 Clementine Dr, Clemmons.  We came back we several applications but two of the three owed us money.


Description:
Tori:

This is great news!  I will discuss next steps with Deborah Hooper our COO of the Greensboro Partnership.  We have not had banks/credit unions do presentations to our employees in the past but will discuss it with Deborah.  Usually we just get a flyer or other information and share it with the employees.  Do you have anything that I could give to our employees?

Thanks for all your help in getting the Chamber approved as a select employer group at Allegacy FCU.

-Sandy 

Sandy Post
Controller
Greensboro Partnership
Direct:  336-387-8304
spost@greensboro.org

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, August 18, 2015 9:54 AM
To: Sandy Post
Subject: Allegacy

Sandy,

I hope all is well!  I just wanted to touch base and let you know that the Chamber has been approved as one of our Select Employer Groups.  I would like to schedule a time that we could provide breakfast or lunch for your employees to share the great news.  Is this a possibility?

 
________________________________________
 
Tori Baker
Member Development Specialist, Member Development


Description:
Just North Carolina will be fine.

Our address is:
1601 Old Greensboro Rd
Kernersville, NC 27284

Thanks
Anjie

 
Anjanette Greeson, PHR
Human Resources Manager
(951)296-2528, ext 6142 
Fax: (951) 240-4406 

This message and any attachments are intended only for the designated recipient and may contain information that is privileged or confidential. If you have received this communication in error, please notify sender immediately by replying to this email and delete the message and any attachments from your system.

 

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Monday, August 24, 2015 12:01 PM
To: Anjanette Greeson, PHR
Subject: Allegacy

Ms. Greeson,

It was great talking with you earlier today.  We appreciate you being one of our member owners. I do need to confirm one thing before I email the letter that we’ll need for FFF Enterprises to become one of our Select Employer Groups.  Do you want to be able to offer our credit union benefits to your employees in California and North Carolina or just the North Carolina?

 
________________________________________
 
Tori Baker
Member Development Specialist, Member Development


Description:
talked with Mr. Craig.  He asked that I call him back next Monday, Nov 9th.


Description:
Received letter for GMA the association to become a SEG.  Waiting on NCUA.


Description:
We don't really have a good forum for an on-site event to happen.  Staff meetings are monthly but are very full given we only have one per month.

Best method would be to send via email information on the benefits available to employees and we will get that information disseminated.  Having one specific contact would be helpful for folks to contact if they wanted to move forward.



Bill Bishop
Business Manager - Caldwell Academy
2900 Horse Pen Creek Rd
Greensboro, NC  27410
Multi-Location 336-891-0814

On Thu, Oct 29, 2015 at 10:35 AM, Baker, Tori <tbaker@allegacyfcu.org> wrote:
Mr. Bishop,
 
Great news!  Caldwell Academy has been approved as one of our Select Employer Groups.  
 
What’s the best way to share this news with your employees?  We would be happy to provide breakfast,  lunch or an afternoon snack for your employees that would give them the opportunity to ask questions and open accounts. 
 
________________________________________
 
Tori Baker
Member Development Specialist, Member Development


Description:
Email Mr. Bishop sent to his employees.

Everyone,

We are making available access to the Allegacy Federal Credit Union to all employees.  Credit unions typically have lower fees than banks and offer members comparable services at a cheaper price.  If you are interested in exploring if the Allegacy Federal Credit Union is right for you, please see the below email and attached member kit.  Contact information is located below.

If you do decide to join the credit union we can easily change direct deposit information for your payroll.  There is no obligation to join, we just want to make this option available to you and your family.


Bill Bishop
Business Manager - Caldwell Academy
2900 Horse Pen Creek Rd
Greensboro, NC  27410
Multi-Location 336-891-0814

---------- Forwarded message ----------
From: Baker, Tori <tbaker@allegacyfcu.org>
Date: Thu, Oct 29, 2015 at 2:02 PM
Subject: Allegacy Federal Credit Union
To: "bill.bishop@caldwellacademy.org" <bill.bishop@caldwellacademy.org>
Cc: "Kline, Pamela" <pkline@allegacyfcu.org>

Caldwell Academy Employees,
 
Welcome to Allegacy!  You and your family now qualify to join Allegacy Federal Credit Union.  Here are some of the highlights that you can take advantage of with Allegacy.
 
Allegacy member-owners have access to some of the best products and services offered in the market today including:
•	Up to 100% financing on an equity line, whereas most banks only offer 80%
•	A FREE checking account, SmartRate, that pays dividends and refunds up to $25 of ATM fees
•	Low rates on 
o   Autos (currently as low as 1.69%)
  Auto buying service for new or used
o   Mortgages 
  15 year fixed
  30 year fixed
  VA & FHA
  5 & 7 year adjustable arms
o   Personal loans
•	Proactive savings programs for holiday and vacation spending
•	Complementary financial planning 
•	Access to a variety of educational workshops on topics from building budgets, buying a home and estate planning
•	Access to over 4,100 credit union service centers and over 25,000 free ATMs nationwide
 
For more information please contact:
Pam Kline
Financial Center Manager 
pkline@allegacyfcu.org
3314 Battleground Ave 
Greensboro 27410
336.794.8480
Or
join online at
www.allegacyfcu.org


Description:
I stopped by and talked with Ms. Kent.  We're currently at a stand still.  Corporate wants WellsFargo to come in and talk with their employees.  It will probably be after the first of the year before or if we can move forward.


Description:
Hey Chuck, 

Thanks for another great leads group meeting!  

I’ve attached the letter and fact sheet that we would need to have your company become one of our Select Employer Groups.  Let me know if you have any questions.

Tori Baker


Description:
I talked with Chuck after our Leads Group meeting about becoming a SEG.


Description:
I stopped by to talk with Chuck about where we stand with him becoming one of our SEG's.  He's covered up right now.  He said it would be Dec 7th before he could look at doing anything.  Will f/u next month.


Description:
Hi Tori,
 
You are our Member Development Specialist and I have a new employee that is interested in opening an account with Allegacy. What information does she need in order to move forward with opening an account?
 
Our account name may be under The North Carolina Eye Bank (we recently changed our name to Miracles In Sight).
 
Thank you,
 
Kayli Grijalva
Human Resources Generalist
Miracles In Sight, Inc.
3900 Westpoint Boulevard, Suite F
Winston-Salem NC 27103
kgrijalva@miraclesinsight.org
336.231.6685
336-245-2662 (fax)


Description:
Updated as Kayli Grijalva
Human Resources Generalist
Miracles In Sight, Inc.
3900 Westpoint Boulevard, Suite F
Winston-Salem NC 27103
kgrijalva@miraclesinsight.org
336.231.6685  

in place of Bob Russ HR ext 306 bruss@nceyebank.org


Description:
Sent email to both email addresses on file to reconnect with company.


Description:
Tori and I visited the team as part of their annual enrollment.  They are very dissatisfied with their current IRA provider.  Set up a call between office MGR and Dan Bernabe.  This call resulted in an appointment being set for 11/30 to begin tranfer of accounts.


Description:
Met w/Mishelle and Cheryl Grant from Benefits to introduce Cheryl and start the enrollment process; meeting went very well.  Cheryl is to handle SEG paperwork as part of enrolling company and employees


Description:
Called the number on file and left a message on Kelly Pattersons voicemail.  I also sent an email to the address on file and the email came back as invalid.


Description:
Called the number on file and the person stated that I had the wrong number. I also visited the web site, but it's no longer and active url


Description:
Emailed address on file and spoke with Diane Marshall. Sharon Yantis & Lorie Shields are no longer with the compnay and Diane Marshall is no longer the point of contact. The primary point of contact is now Laura Spain (336)721-3686. Diane Marshall did however mention that we visited the location within the last month, however I don't see it notated that we did. I will get with Larry on this one.


Description:
There is no contact information listed to call or email this seg


Description:
Kevin/I met with Sally Ressa to review SEG docs; Jesse had been called away to HQ in Israel and couldn't make meeting; Sally scheduled follow up meeting for 12/2 with us to hopefully sign and submit SEG docs.  She shared they are at 230 employees and getting ready to add more


Description:
Sent monthly email to Ruth/Just per last conversation in prep for next meeting


Description:
Worked with Wendy Staz from payroll to request SEG docs as part of onboarding Payroll services; received that afternoon


Description:
Mr. Kiger returned Association paperwork per his boards' approval last month.


Description:
Sent email to address on file, the number on file is no longer active. Searched the web and did not find another number listed.


Description:
Searched web for Raleigh NC phone number. Found a number for it (919)516-9349 I left a message


Description:
Sent email to address on file. The number listed is no longer in service and I wasn't able to find a new number in searching the web


Description:
Sent email to address on file, the number listed is no longer in service and Iwasn't able to find another number in searching the web


Description:
Per previous note, not interested in doing more with Allegacy due to loyalty to Truliant


Description:
Left message with Lynn in Human Resources. Wendy Koontz is no longer apart of the company


Description:
Called the number on file and was transferred to Mike Lavoy, the GM. Left a message


Description:
Mt Tabor's favorite breakfast item is doughnuts from Granny's doughnuts on Hwy 66


Description:
Call Blitz (JGM)- Spoke with the receptionist. Teresa was walking into a meeting when we arrived. Difficult to speak to Paul withoout an appointment.Will follow up week of 8/12.


Description:
Email concerning the Charlotte branch closing


Description:
We provided breakfast for their employees.  90% speak Spanish.  Kevin and Maurvi were at the onsite with me from 9am-10am.  We ended up with 6 new members.


Description:
Yes

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, December 01, 2015 1:43 PM
To: Robert Cox <rcox@cherrycontracting.com>
Subject: RE: Allegacy 

Great, thank you!  Do you have any Spanish speaking employees that might need a translator? 
 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Robert Cox [mailto:rcox@cherrycontracting.com] 
Sent: Tuesday, December 01, 2015 1:27 PM
To: Baker, Tori
Subject: RE: Allegacy 

We have 45 people . 8:30 and 8:45 is ok 
Thanks


From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, December 01, 2015 12:29 PM
To: rcox@cherrycontracting.com
Cc: Rena Smith <rsmith@cherrycontracting.com>
Subject: Allegacy 

Hi Robbie,

Cherry Contracting employees now qualify to become members with Allegacy Federal Credit Union.  We would like to share this information with your employees by providing breakfast for them Monday, December 14th . 
 
I understand from talking with Rena that they take lunch at 9:00am.  She asked that I touch base with you to find out how many employees that I should plan on having food for.  Is it okay with you to get there between 8:30am-8:45am to set things up.  We’ll be available to answer any questions from 9:00am-10:00am?

I’ve attached a flyer with the information.  I have your address as 8640 Broad St in Rural Hall.  Is this correct?
 
________________________________________


Description:
Meet with Anne Parlier.  Anne has been the Practice Admin since August before then she taught school at GTCC for the last 7 years.  They're a possible SEG, Health Ins and Supplemental Ins.  They're in the poccess of switching their Payroll to Wells Fargo.  They do not have a CU for their employees.

Headquarters is in GSO with additional locations in Archdale, Durham and Greenville.

I will f/u with her the second week in Jan to see if there's any interest from her employees to become a SEG.  Will also work on introducing Chad to her too.


Description:
We had an onsite event Friday, Dec 11th from 2pm-4pm.  We had a few people stop by our table and one new member application.  We could only open a cash only account that he wasn't interested in…


Description:
Anjie sent me the paperwork for FFF Enterprises to become a SEG,


Description:
We set up at two different times for the employees to talk to us.  8:30am-10:30am and 2:00pm-4:30pm.  Worked with Cindy for onsite visit.


Description:
Sent letter on introduction and request for onsite


Description:
Emailed Jennifer to try and set a lunch & learn appt


Description:
employee appreciation lunch with employees


Description:
Sent email to the email on file and also called and spoke to someone at the location.


Description:
followed up from the introduction letter I sent on the 12th. Left a message for Barbara Ramsey


Description:
Spoke with owner Ron Scwartz and he stated that this company is now closed. They are now known as Merge Tech Company. The business is ran out of the basement of his home with three employees, and he stated that all three are already members of Allegacy. Will send in a document with new name. No services needed at this time.


Description:
Great onsite visit.  Added 5 new members + 1 Holiday account.  Company has expanded to 120 employees from the 50 they had initailly thru some new contracts.  May be aquiring new building soon.  Hilda took a business packet to review again the CUSO/COMMERCIAL aspects of Allegacy.  She is very interested in Payroll.  I have sent her Wendy Satz's information per her request as she wants to reach out to Wendy first.  The VP Vincent came over and thanks the team)KP, Lori Timm, Karen Morgan, me) for being a partner of theirs and taking care of his team!!!!


Description:
Great onsite today.  Company has expanded from 50 to 120 employees since we first signed them up due a couple of contracts they have signed.  Company may be looking for new building soon.  Shared a Business Packet with Hilda to remind them of the CUSO/COMMERCIAL aspects of Allegacy.  She is very interested in Payroll.  Have shared Wendy Staz's contact information per Hilda's request that she reach out to Wendy first.  VP of company, Vincent, came over to thank the team(KP, Lori Timm, Karen Moragn, me) for being their parner and taking care of his team!!


Description:
Debbie/Kevin/India/me met Jonathan Churn the new head master at the multichamber event at the Dash stadium; he wasn't aware of being a SEG; sent follow up email to set appointment of which he was favorable towards


Description:
Follow up on calls from last quarter of 2015; Dennis polled his team and there wasn't interest at the moment.


Description:
Multiple visits with LaShun, a friend of Tommy Hicks.  Something is preventing them from moving forward but we haven't been able to determine the real reason.


Description:
Received email reply from last months meeting w/SEG docs from Tania Mounce; automated approval via NCUA website today; board approval to be done the 18th.  Sent an email thanking them and sharing the date of board approval to let them plan a time to take to lunch!!


Description:
Tommy Hicks & I stopped by and met Trisha Hope as she was working the desk due to the receptionist being out sick.  Trisha has been there 29 years as an account mgr.  She shared the contact information for the new rep.  Updated it in SEG mgr and sent an email to try and book a lunch appointment.


Description:
Stopped by Open House for the new firm as Jenkins Law group joined Craige Brawley & Liipfert a current SEG; Darlene & Janet to help us set up an onsite


Description:
Onsite with Kevin & Michael Williams; great reception to the credit union.  Michael was still there answering individual questions when we left.  Great opportunity!!!


Description:
Stopped by to leave new member packets with Stacy Moyer; she wasn't in but we left with Parris who supports her in HR.


Description:
Kevin & I stopped by and met Beth Anne the HR director.  We spoke for about 10 minutes answering her questions.  She is to present to her boss and we are to check back after the first of Marcg 2016


Description:
Torri, LaShun's new assistant called me after my visit today to schedule another visit w/LaShun on 3/1/16.  Emailed her the SEG docs too.


Description:
Sent email requesting onsite visit to the email address on file


Description:
I was going to make a visit to the WS location but it is not longer there.


Description:
Went by to take a jar of candy and also to schedule an onsite. Charlotte was unavailable, but I was able to speak to Shelly Beard. She is the Benefits Administrator. She is going to look over the calendar for the next 2 weeks to schedule a morning onsite visit.


Description:
Went by to take a gift to Wade Harvey. He was working with a client, however I spoke to the gentleman at the frond desk and he informed me that they have 3 employees at that location. I will take breakfast to them one day next week.


Description:
Stopped by to take a gift to Ronnie Childress. He is now retired and the new point of contact is Chad. I spoke with Chad and scheduled an onsite for next Tuesday 3/15/16 from 12-2 for about 20-30 employees.


Description:
Stopped by and left a jar of candy. Spencer Fox had just stepped out for lunch.l  left my card for him to contact me, if he doesn't I will follow up with him,


Description:
Kevin & I stpped by to catch up with Megan.  Group has changed anme from PAVE to The Variable.  Contacted Megan via Linkedin with her responding on the 9th.


Description:
Oniste visit scheduled for March 22nd 8-9 am.


Description:
Typed up email for Wendy, who set this group up w/me, for her to try and get our initial vist.  She sent at 10:45AM.


Description:
Onsite w/Pat Stover & Tommy Hicks.  Feed 75 people pizza and got to speak with the group; 10 minute Q&A and as we served them food.


Description:
Onsite event at Wallburg location.  We only need 40 pizzas for this location next time.


Description:
Onsite at Hanger 4 11am - 2pm lunch first shift and second shift 6pm-8pm
used 12 trays of sandwiches from Jimmy Johns for both shifts.


Description:
Set up from 6:30am-7:30am for 3rd and 1st shift not much traffic.  We only need a max of 2 for this shift.
Afternoon set up from 2:30pm-3:30pm we didn't have as much traffic as in the past.  
Would like to set up next time from 2pm-4pm and set up late at night for 3rd shift.


Description:
Employee L&L Identity Theft for 15 employees


Description:
Provided lunch at the main office for their employees.


Description:
Provided breakfast for their Kernersville location.  Hardly anyone came back to talk with us.


Description:
Provided lunch for their employees from The Loop in Kernersville.


Description:
Provided breakfast for their employees.
1 large nugget tray
4 lg mini trays
75 small fruit cups
50 yogurt parfaits


Description:
Provided lunch for the King office - they don't like to eat desert


Description:
Provided breakfast onsite with Allegacy Benefits


Description:
Provided lunch for their employees 3 trays of Jimmy Johns is enough


Description:
Oralia Johnson, PHR, SHRM-CP | Sr. HR Manager
Remington Outdoor Company, Inc.
Phone:  336-548-8508
Cell:  336-407-6810


Description:
Hi, Tori.

This is our orientation schedule for 2016:

Thursday, February 11
Monday, March 7
Tuesday, April 5
Wednesday, May 11
Thursday, June 9
Monday, July 11
Tuesday, August 9
Wednesday, September 7
Thursday, October 6
Monday, November 7
Tuesday, December 6

They will be held in the same place and you are welcome to come at the same time you have before, around 11:00 or so.  I look forward to seeing you then!

Best,

Amanda Finnen
Mission Advancement & Human Resources
Aldersgate UMRC, Inc.
3800 Shamrock Drive
Charlotte, NC 28215
704-532-7099


Description:
Kevin & I stopped by to speak w/Jaime.  They arae in the middle of a merger.  We are to go back in 3 months


Description:
Called not able to leave voicemail and emailed about setting up an onsite!


Description:
Spoke at their quarterly meeting today.  Much interest expressed.  Emailed the Open Now Fund Now Link and the editable PDF to HR contact.


Description:
Attempted/attempting to register and pay for a table at their benefits fair the Health Fair Connections


Description:
Sent Email discussing scheduling an onsite in the near future


Description:
sent email to Quen and Stephanie:

Good Afternoon.  I hope you are both enjoying this wonderful weather!

I wanted to see if we can schedule a meeting within the next couple of weeks to discuss Allegacy’s ATM located onsite at Caterpillar.  We have recently received complaints from Caterpillar employees regarding being charged a fee at other Allegacy ATMs.  These employees are not members of Allegacy but because they do not pay a fee at their workplace ATM they do not understand being charged a fee elsewhere.  Also, we have been reviewing our ATM performance and would like to share some of that data with you, as well as create a plan moving forward.  Our original intent in removing all fees from the machine was that we would be able to sign up members at onsite visits and by exposure to the machine.  To date we only have 37 members signed up and the machine is serving the members of other financial institutions at no charge. We are entering our fourth year of having the ATM onsite and we have not been able to secure an onsite visit since 2013.  

Please let me know if you have any time available in the next couple of weeks to get together with me and our AVP of Deposit Operations to discuss the machine.


Description:
LM for Mr. Craig to see if we could do an onsite.


Description:
Providing a healthy snack for the employees on 4/7/16 from 10am - 11am. Plan on 45 employees.


Description:
Met with Shawn and Benjamin to talk with them about becoming a SEG.


Description:
Received email from Shawn requesting to become a SEG.  Automatic approval from NCUA.  Scheduled to go to the board Thursday, March 24th.


Description:
Approved by the board.  Sent email letting Shawn know that they were approved.


Description:
Talked with Shawn about having onsite presentation.  He will get with Managers tomorrow and let me know when would be a good time to come in.  I will f/u tommorrow afternoon.


Description:
Hi Tori, 

Each year FFF Enterprises, Inc. holds a Wellness Fair for our team members. Your organization is being invited because you offer valuable programs, products, or services related to wellness. Since we host this event, it is totally “free” for you to participate in.
FFF Enterprises, Inc. is the Nation’s leading supplier of critical care biopharmaceuticals, plasma products and vaccines. Our headquarters are located in CA for over 20+ years, recently our NC office has been opened with relocation of employees. By having a vast variety of vendors at our Wellness Fair, it gives relocated employees information about what the community has to offer.  
                          
This year the fair will be on Friday, May 20th at FFF Enterprises office in Kernersville. It is scheduled to start at 11am and run until 2pm. 

As a vendor we ask that you commit to the following:
•	Arrive for set-up between 10:00-10:30am.
•	You provide an E-Z UP, table and two (2) chairs for your booth.
•	Provide promotional or educational materials that you would like to hand out. 
•	Donate a raffle prize (worth $20 or more) that we can raffle off to one of our lucky team members. 

We will be providing lunch to all vendors as a sincere “thank you” for participating!

If you are interested in being a part of our Fair please RSVP with me no later than April 8, 2016.

Thank you in advance for your support and we hope that you will be able to attend!
If you are unable to attend we would still love to receive any educational material that you would like us to provide to our team members.

Warmest Regards,

Human Resources Team
 
Hannah Trone 
HR Intern


Description:
Onsite with team; Monica Wilson, Wendy Staz, Kevin Pichardo


Description:
Met with Wanda for lunch, brought back invd paperwork and SEG docs. Going to board on 21st


Description:
We had an onsite enrollment and provided ice cream from Dewey's.  We talked with almost 50 employees.


Description:
Kevin has been working with Benefits group all week presenting to the team at Dewey's; onsites for membership/benefits sign ups to be held on 4/7 & 4/9


Description:
Updated SEG MGR prior to calling Blitz on Thursday


Description:
Held onsite w/Greg Keolian today; 3 new members; invited Mike & Mike Jr to the Dash game.


Description:
Held onsite this am; signed up 3 members w/packets to be delivered tomorrow.


Description:
Had onsite enrollment and provided smoothies from the Juice Shop.  Signed up 6 new members.  Michelle Malone from Mortgage came with me.


Description:
RECEIVED SEG DOCS FROM TRACY AND SUBMITTED/RECEIVED NCUA APPROVAL; Tracy to submit to board in May


Description:
updated name in SEG mgr.  Wieland Copper formerly Kobe Wieland.


Description:
Reached out to Keith via Linkedin to try & set a meeting


Description:
Emailed Jennifer to try and set an onsite


Description:
Mailed SEG packet to Mariah's replacement and sent an email to correspond; follow up first of June; received email confirmation from replacement and updated contact information in SEG MGR


Description:
updated contact info 
Andy Halsey
336-668-4410 ext 2290


Description:
We did a financial wellness workshop with Jeff Herzig from Investments.


Description:
Met with Sally for lunch to answer her questions and review timeline for getting set up upon receipt of the SEG docs that she will be sendiing the first of the week.


Description:
SEG used the Financial Learning Room for their Annual Boarad Meeting


Description:
Greg Keolian & I met with Pete/George for lunch to set a time for the onsite after we visited their renovated office.  Sent invite for 7/11


Description:
Sent email to thank her for entering our drawing at the SHRM meeting on the 17th.


Description:
Sent thank you for entering our drawing at the SHRM meeting 5/17/16 
Veronica McNeill, PHR/SHRM-CP
Human Resource Representative
336-992-5747
McNeillV@dhcmc.com

Karen H. Sullivan
Compenstation & Beneffits Coordinator
336-996-8137
cell 336-413-3951
SullivanK@dhcmc.com


Description:
LM to thank her for entering our drawing at the SHRM lucheon and to see if we could schedule an onsite visit.


Description:
I met Sandra Greene at the May 17th SHRM meeting .  I called her to see if they currently partner with a Credit Union.  They partner with Truliant and say they are happy with them.


Description:
Wenna Phelps - HR Analyst 
336-778-3551
wphelps@cphs.org


Description:
Sent Linkedin message to the team to invite them to the Dash game in July


Description:
Cold call with Sabrina Allen.  They're partnered with Truliant because of locations and HAS.


Description:
Sent email to introduce myself and received response to email in July about a smoothie onsite. ( Put it on my schedule)


Description:
Traded emails with Michelle to set up a visit.  Not a good time,  ended by advising her I am in the building now.


Description:
Emailed Heather to let her know I'm working in Biotech now & to try to get an appointment


Description:
Walked over to their new office and met Jodi Dias. Spoke for a few moments.  They too have a Dash suite so they declined the offer to join us.  She shared my cards with the HR mgr & Controller who were out of the office.


Description:
Stopped by to see Dee; updated address in as they have completed construction.


Description:
Email ed Darren as a follow up to running into him at lunch Friday.  He couldn't join us at the Dasj game so I asked him to invite a teammate or two.


Description:
John Heath visited Scott today and recieved the paperwork which he submitted to me via email.  I have submitted to NCUA via the website and received approval.  Forwarded to KP & Tracy to set up an appointment


Description:
Great, lets do Nov 10th
Thanks Tori!

Christina Sawtelle
HR Representative
Phone – 336-802-2592
Fax – 336-802-2671
Email - Christina.Sawtelle@chessmso.com

 
www.chessmso.com

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, June 14, 2016 5:08 PM
To: Christina Sawtelle
Subject: Re: Workshops - Lunch and Learn Inquiry

I can do 
Oct 27
Nov 9
Nov 10

Let me know which day you would prefer.


Sent from my iPhone

On Jun 14, 2016, at 4:31 PM, Christina Sawtelle <Christina.Sawtelle@chessmso.com> wrote:
Perfect, I’ve listed some dates below that we have our large conference room available. Please let me know what works for you
                Oct 26
                Oct 27
                Nov 9
                Nov 10
Oct preferred
Thank you!
 
Christina Sawtelle
HR Representative
Phone – 336-802-2592
Fax – 336-802-2671
Email - Christina.Sawtelle@chessmso.com
<image001.jpg>
www.chessmso.com
 
From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, June 14, 2016 4:07 PM
To: Christina Sawtelle
Subject: RE: Workshops - Lunch and Learn Inquiry
 
Hi Christina,
 
Great, we can provide lunch.  You won’t need to reach out to Tracy.  I can take care of everything.  
 
Tori
 
From: Christina Sawtelle [mailto:Christina.Sawtelle@chessmso.com] 
Sent: Tuesday, June 14, 2016 3:52 PM
To: Baker, Tori; Jackie Barnes
Cc: 'Bobbie Victory'
Subject: RE: Workshops - Lunch and Learn Inquiry
 
Hi Tori, I would love to offer the Financial Success one to our employees, possibly end of Oct or Nov .  Can you tell me is lunch provided or bring your own?  Do I need to reach out to Traci per the flyer?
 
Also, I’ve copied our broker here so that she can make sure you are involved in the Benefits Fair at the end of September
 
Thank you both so much
 
Jack, thank you so much for reaching out to Tori, I’ll loop you out going forward so we don’t bog down your inbox.  All, please loop Jack out.
 
Christina Sawtelle
HR Representative
Phone – 336-802-2592
Fax – 336-802-2671
Email - Christina.Sawtelle@chessmso.com
 
<image001.jpg>
www.chessmso.com
 
From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, June 14, 2016 3:44 PM
To: Jackie Barnes
Cc: Christina Sawtelle
Subject: RE: Workshops - Lunch and Learn Inquiry
 
Hi Jack,
 
Yes, we do offer workshops/lunch and learns on-site for our Select Employer Groups.  I have attached a list of the different workshops that we offer.  If there’s another topic that you would like us to cover but you don’t see it listed please let us know.
 
We would be more than happy to participate in your wellness fair.
 
I hope this helps!  
 
________________________________________
<image002.png>
Tori Baker
Member Development Specialist, Member Development
 
P 336.774.2803  | E  tbaker@allegacyfcu.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043
<image003.png> <image004.png> <image005.png> <image006.png> <image007.png> <image008.png>

 
 
From: Jackie Barnes [mailto:Jackie.Barnes@chessmso.com] 
Sent: Tuesday, June 14, 2016 3:21 PM
To: Baker, Tori
Cc: Christina Sawtelle
Subject: Workshops - Lunch and Learn Inquiry
 
Hello Tori,
 
I hope this email finds you well.  I would like to ask you if Allegacy offers any type of workshops and/or lunch and learns on-site for clients.  If yes, do you happen to have a list you can share?  
 
We are considering adding these in the near future, along with a potential wellness fair opportunity, and would like to include Allegacy if possible.
 
Thank you for your time … Jack
 
Jackie “Jack” Barnes, CHBC
Employee Relations & Cultural Specialist
Phone – 336.802.2414
Fax – 336.802.2671
Email - Jackie.Barnes@chessmso.com


Description:
Called to speak with Cheryl Canupp who is now Cherly Fender. She was seeing patients at the moment. I left a message with the secretaty for her to give me a call to discuss an onsite.


Description:
Spoke with Rebecca and gave her some possible dates. She stated that either her or Barbara Stafford will be giving me a call back to set it up.


Description:
Stopped by the Hanes Mill location and took a candy jar. I spoke with the front desk assistant and she explained that the old HR contact is no longer there. She stated that she will give my information to Steven to contact me back or to have someone to contact me.


Description:
Stopped by to drop off a candy jar and Kaye Robins was at the front desk. She explained that she will be the one that will set the onsite up and that  Cheryl is no longer with the company.


Description:
Tracey Scoggins is no lomger with the company.


Description:
email sent back need new contact Clarie Stalvey no longer with the company


Description:
Claire Stalvey no longer with the company


Description:
Darcy Parzek is no longer with the company.


Description:
Received email back in response to introduction email. Working with Jan Oneal to schedule onsite.

Jan C. O'Neal
Human Resources Support Specialist
Yadtel Group
Phone:  336-463-5008
Fax:      336-463-5005
jan.oneal@yadtel.com


Description:
Fanita Peppers email is no longer valid fnpeppers@novantheallth.org


Description:
Charlie Allison"s email has failed callison@wcsr.com


Description:
Wanda was in an accident so the onsite was cancelled. I emailed her today to see if we can look at scheduling one for the near future. Will update as soon as I receive a response from her. If I don't hear from her the within the next few weeks, I will reach out to the other point of contact for the company. He will be able to assist us as well.


Description:
email will not go thru to Jeanette Pitts


Description:
Called on Highland Industries they're still happy with Summit Credit Union


Description:
Coordinting an onsite during their renwal period w/Allegacy Benefits Solutions for Sept/Oct; Leigh & Carol assisting Cheryl Grant


Description:
Coordinating onsite for open enrollment even though not/never been a SEG to coincide w/Allegacy Benefit Solutions renewal/addition of benefits in Sept/Oct; Leigh & Carol working w/Cheryl Grant.


Description:
Workied w/Wensdy Staz from Payroll to craft email to set up onsite; updated contact info/# of employees/address and Branch affiliation in SEG MGR


Description:
Cold call with Sabrina Allen.  Company is partnered with Summit Credit Union.


Description:
Cold call with Sabrina Allen.  They're partnered with a Credit Union…not sure which one.


Description:
Cold call with Sabrina Allen.  They're partnered with Truliant.


Description:
Cold call with Sabrina Allen.  Need to send email to ttew@corsicanabedding.com


Description:
Sent email to see if they'd be interested in partnering with us.


Description:
We’ll be there Wednesday, July 6th from 5:30 am – 6:30am for 3rd shift (25 smoothies) and 1:30pm – 3:30pm for 1st and 2nd shift (540 smoothies).  We ended up with 16 new members.


Description:
Hi Oralia,

I hope all is well!  I want to confirm our visit for Wednesday, July 13th from 10:00am-12:00pm.  We’ll be providing 150 smoothies from the Juice Shop.  We look forward to seeing everyone.

Best,


Description:
We had an onsite enrollment.  We added 4 new members.


Description:
Provided Juice Shop smoothies for the employees.  No new accounts onsite but Sabrina did have someone reach out about moving their financial relationship.


Description:
We had an employee appreciation event with smoothies from the Juice Shop.  No new accounts.


Description:
We provided smoothies from the Juice Shop.  1 new member


Description:
We provided Juice Shop smoothies for the employees.  2 new members.


Description:
We had our first onsite enrollment and provided Juice Shop smoothies for the employees.  We had quite a few employees who are already members.  No new members.


Description:
Stopped by to drop off as candy jar and card yesterday. Angel Lane was at lunch. I emailed her today to make sure she received it and to see if we can set up an onsite.


Description:
Dropped off candy jar with my card. Left a note to call me. I will follow up with her if I do not receive a call.


Description:
Sent email:

Sarah,

I hope this email finds you well. I would like to contact you because Allegacy hasn’t made a visit in a while, and we’ve been partnered since 2001. I would like to sponsor your next employee appreciation day and bring lunch to all of your employees. I am looking to book onsites over the month of August. It involves setting up a table in your break room or conference room.  The visits are normally scheduled around break and arrival times so that they do not interfere with an employees work schedule.  I am available to answer questions, sign up new members, make changes to existing accounts, etc.  The table is set up with small giveaways for each employee and a large giveaway that employees can enter to win.  We provide food  for all employees regardless of whether they sign up.  The event is free of charge to your company.  

Does this sound like something you think your employees would enjoy?


Description:
Sent email:Rojetta,

I hope this email finds you well. I would like to contact you because Allegacy hasn’t made a visit in a while. I would like to sponsor your next employee appreciation day and bring lunch to all of your employees. I am looking to book onsites over the month of August. It involves setting up a table in your break room or conference room.  The visits are normally scheduled around break and arrival times so that they do not interfere with an employees work schedule.  I am available to answer questions, sign up new members, make changes to existing accounts, etc.  The table is set up with small giveaways for each employee and a large giveaway that employees can enter to win.  We provide food  for all employees regardless of whether they sign up.  The event is free of charge to your company.  

Does this sound like something you think your employees would enjoy and benefit from?


Description:
Sherry,

I hope this email finds you well. I would like to contact you because Allegacy hasn’t made a visit in a while. I would like to sponsor your next employee appreciation day and bring lunch to all of your employees. I am looking to book onsites over the month of August. It involves setting up a table in your break room or conference room.  The visits are normally scheduled around break and arrival times so that they do not interfere with an employees work schedule.  I am available to answer questions, sign up new members, make changes to existing accounts, etc.  The table is set up with small giveaways for each employee and a large giveaway that employees can enter to win.  We provide food  for all employees regardless of whether they sign up.  The event is free of charge to your company.  

Does this sound like something you think your employees would enjoy and benefit from?


Description:
Sent email:

Tim,

I hope this email finds you well. I would like to contact you because Allegacy hasn’t made a visit in a while. I would like to sponsor your next employee appreciation day and bring lunch to all of your employees. I am looking to book onsites over the month of August. It involves setting up a table in your break room or conference room.  The visits are normally scheduled around break and arrival times so that they do not interfere with an employees work schedule.  I am available to answer questions, sign up new members, make changes to existing accounts, etc.  The table is set up with small giveaways for each employee and a large giveaway that employees can enter to win.  We provide food  for all employees regardless of whether they sign up.  The event is free of charge to your company.  

Does this sound like something you think your employees would enjoy and benefit from?


Description:
Called to speak with Jonita Luck.  She's out of the office until tomorrow.


Description:
Operator tried to refer me to different Brittany Deaton.  She stated they currently partner with Truliant.  I would need to speak with Ms. Luck to add as another option for their employees.


Description:
India Imes & I went to visit.  Met Sara at the receptionist desk.  Left her a candy jar. Gathered name/number of NEW CEO/CFO and updated SEG MGR.


Description:
Performed two onsites. One on 7/27/2016 and another one on 8/10/2016. Jan will be emailing me a date to visit all of the retail stores because there has been great interest coming from each of them


Description:
Fanta called to schedule a time to open her membership here at Biotech; Pat & I have an appointment on 8/23@1PM


Description:
Called and left a message to discuss an onsite. She is expected to be out of the office until 8/29/2016.

Will add a reminder on my calendar to call her back if I don't hear from her by the first week in September


Description:
Called and spoke to Wanda Burcham and scheduled an onsite for 9/21 @3pm
( Invited Kelvis)


Description:
Called and spoke to Debbie Alford
Scheduled Onsite Visit with her for 9/23  @ 11:45
( Invited Denise)


Description:
Stopped by workout anytime and spoke to the owner. He invited us to be a part of their members appreiciation day on Monday 8/29/2016 we will be providing food and drinks
( Invited Chrisy Hefner or someone from her MFC to come along)


Description:
Did a follow up viist and dropped Chad off candy to refil his candy jar. Will send follow up email to confirm he received it. Also got a mortgage referral from one of the employees


Description:
Attended the member apprecation day that we were invited to. We signed up one member and left brochures per request of the owner for anyone else who comes to work out who may want information. The owner is ok with us participating in anything that they have


Description:
Called and spoke with Ewa Lorick. She stated that she and the executives recently had discussions about wanting to establish a partnership with us. They weren't aware that the partnership had already been establsihed. She would like to meet to discuss what the partnership means and the benefits it offers to the employees. The meeting is scheduled for Thursday September 15th @10:30am at the Stratford Road location


Description:
We were invited to a Health and Wellness Fair. We will be attending it tomorrow, Wednesday September 14th. Michael will be going as well.

As requested by the company, I am taking a chair for a door prize and a gym bag for a table raffle.


Description:
Had meeting with Ewa Lorick at Budd Group. She explained that they will be having an open enrollment period from  11/7/16-11/18-16 and we can send her over some information to include in the employees benefits packages. She will also check with the executive management team to see if an onsite can be scheduled for the office workers.


Description:
Working with Debbies staffing now to secure date. Received email from Angel Lane asking for me to send over dates that will work best. I sent over some dates and am waiting for her response


Description:
Spoke with Wanda Burcham and she stated that they had some unexpected staffing issues and that this week would no longer be a good week for an onsite. She stated that October 12th would be a better day. We also revisted the times that we had initially set, and it looks like 11:30am will be a better time to have us to come out for the first shift, and 3 o'clock will be better for the second shift. I made the MFC aware of the change in the date and will get them the details on the times for both visits.


Description:
Followed up with Cary to confirm the onsite for Friday 9/23/16. We went over all food allergies for the employees and the time for the visit.


Description:
I have been in communication with Peggy Aker and hse has asked to be reomoved from our list of SEGs given we have closed our brnach in Charlotte. I have explained to her we have service crnters in the area but she still insisted to be removed.


Description:
Invited Darren via email & Linkedin t join us for a round of golf.


Description:
Monthly email with member referral information


Description:
Spoke with Barbara Stafford, we will be onsite on 10/19/2016 from 11:30-2:30pm
They have 60 employees
They are starting a health incentive so they prefer healthy foods such as salads, fruit, healthy sandwiches etc.
Barbaras # is (336)293-9081 her email is bbs@blancolaw.com


Description:
Referral from Chad Huff.
Wendy, Tori:
Bill Plemmons RV is ready to become a SEG and is interested in discussing payroll. They currently do it in house. They are thinking about moving to DD on all paychecks so please call Barbara to set up a time next week for you both to make a visit. Her number is : 336 407 2933. 

Please let me know if you have any questions.

Wendy, so there is your referral for this week? Now send me one?! :) :) 

Thanks!
Chad


Description:
Facilities has notified us that we are no longer going to use Budd as our vendor; an RFP process was completed and Budd was not chosen as the vendor


Description:
I met with Terri Rouleau who was in Leadership Greensboro Class of 2016.
They would like us to provide 2 ATMs for them.  We can charge non Allegacy members service fees to use the ATMs.
Brown Summit plant has 1030 employees and antoher 700 XLC contract workers onsite
Swing Rd plant has 225 employees
I'm getting with Tracy to see the best way to procede since the high cost of having an ATM onsite.


Description:
Hi Tori
Happy New Year.  I hope the holidays were enjoyable.  I saw you from a distance at the recent HRMAG meeting and did not have the opportunity to touch base.  2017 is full speed ahead.  This is a busy period for us.   I am making a note to reach out to you between the 2nd and  3rd   week of February to schedule a meeting.  I will have a better handle on the site schedule to discuss connecting with your organization.

Thanks again.
Kendra


Kendra Johnson, PHR, SHRM-CP | SB, COE Human Resources Manager
3703 Farmington Dr.  | Greensboro, NC 27407
p. 336.851.4633  | x624633
Kendra.Johnson@deluxe.com 
deluxe.com

Deluxe. For the love of small business.SM

    
NOTE:  The information contained in this electronic message may be confidential information and is intended for the sole use of the intended recipient.  Any use, distribution, transmission or forwarding of information contained in this e-mail by persons who are not intended recipients may be a violation of law and is strictly prohibited.  If you are not the intended recipient, please contact the sender and delete all copies.



From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, December 14, 2016 11:39 AM
To: Johnson, Kendra <Kendra.R.Johnson@deluxe.com>; 'Erin Kennedy' <erin@volunteergso.org>
Subject: RE: Allegacy Introduction

Hi Kendra,

That sounds great!  Should I contact you after the first of the year?

________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Johnson, Kendra [mailto:Kendra.R.Johnson@deluxe.com] 
Sent: Wednesday, December 14, 2016 11:13 AM
To: 'Erin Kennedy'; Baker, Tori
Subject: RE: Allegacy Introduction

Thanks Erin!
I have had the pleasure of meeting Tori and hearing her firsthand speak wonderful things about The Volunteer Center at various HR / HRMAG events.

Hi Tori – I must have talked you up.  I hope all is well.  I just advised someone yesterday that we wanted to connect with you during Q1.  Look forward to speaking with you in the new year.

Happy Holidays to you both.
Thanks

Kendra


Kendra Johnson, PHR, SHRM-CP | SB, COE Human Resources Manager
3703 Farmington Dr.  | Greensboro, NC 27407
p. 336.851.4633  | x624633
Kendra.Johnson@deluxe.com 
deluxe.com

Deluxe. For the love of small business.SM

    
NOTE:  The information contained in this electronic message may be confidential information and is intended for the sole use of the intended recipient.  Any use, distribution, transmission or forwarding of information contained in this e-mail by persons who are not intended recipients may be a violation of law and is strictly prohibited.  If you are not the intended recipient, please contact the sender and delete all copies.



From: Erin Kennedy [mailto:erin@volunteergso.org] 
Sent: Wednesday, December 14, 2016 10:07 AM
To: Johnson, Kendra <Kendra.R.Johnson@deluxe.com>; 'Tori Baker ' <tbaker@allegacyfcu.org>
Subject: Allegacy Introduction

Hi Kendra!
   I hope you are doing well. I wanted to introduce you to Tori Baker with Allegacy Federal Credit Union. Tori was on the Human Race committee last year, and Allegacy was a sponsor. This year, they’ve stepped up to sponsor the Children’s Area! She has proved to be a valuable partner for The Volunteer Center. She’s always thinking of new connections for us!  I’m also a member of the Leads Group through the Chamber with her. 

I wanted to connect you two because Tori can offer your employees additional benefits with Allegacy that won’t cost Deluxe a dime. This seems like a great way to empower your employees with some great financial tools! 

I’ve included Tori on this email- I hope you two can connect soon! 

Thanks!

Erin Kennedy 
Director of Programs 

The Volunteer Center of Greensboro 
1500 Yanceyville Street 
Greensboro, NC 27405
336-373-1633
Fax: 336-574-0466
www.volunteergso.org 

Ask me how The Volunteer Center can help your company get connected to nonprofits in our community.

Thank you to all that made the 2016 Human Race a HUGE success! Mark your calendars for next year: April 1st, 2017. No foolin’!


Description:
We provided Jimmy Johns for lunch for the employees.
We had 30pc party platter 4-#4 turkey Toms, 3-#2 Big John, 3 - #5 Big John and 2 - #6 The Veggie.  We had a cookie tray from Sam's.  We could have used a smailler tray and we provided chips.  
We dropped 5 new Health Savings Account kits.
I talked with Amanda about bringing her employees ice cream once the weather warms up.


Description:
Reached out to my Leadership Greensboro Classmate - Eric Bregman who's a Manage at Bernard Robinson.  He was going to do some checking for me.  I haven't heard back from him. 
 
I now have the Director of HR and an HR Generalist contact information from a HRMAG drawing.  I'll be reaching out to them after the first of the year.


Description:
LOVE it!  This will be such a treat!!  We’ve never had that and people LOVE those.  Thank you!

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, January 11, 2017 2:33 PM
To: Kellie Blizard
Subject: RE: Allegacy

Let’s mix it up.  I’ll bring smoothies from the Juice Shop!  I’ve attached a flyer with the details.  I look forward to seeing you!
 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Kellie Blizard [mailto:kblizard@lyndhurstgyn.com] 
Sent: Wednesday, January 11, 2017 2:06 PM
To: Baker, Tori
Subject: RE: Allegacy

Closer to time if you will just let me know and I’ll tell the staff.  

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, January 11, 2017 2:00 PM
To: Kellie Blizard
Subject: RE: Allegacy

Okay, great! 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Kellie Blizard [mailto:kblizard@lyndhurstgyn.com] 
Sent: Wednesday, January 11, 2017 1:59 PM
To: Baker, Tori
Subject: RE: Allegacy

60 people and whichever is less expensive for you!  Thank you

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, January 11, 2017 12:01 PM
To: Kellie Blizard
Subject: RE: Allegacy

No worries, Thursday, Jan 26th works for me!  Which would you prefer sandwiches or Juice Shop Smoothies?  How many people should I plan on?
 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Kellie Blizard [mailto:kblizard@lyndhurstgyn.com] 
Sent: Wednesday, January 11, 2017 11:55 AM
To: Baker, Tori
Subject: RE: Allegacy

I’m sorry – I put it on the calendar and thought I replied.  Thanks for following up.

Jan. 26 would be great.  We have staff that start going to lunch at 11:15 and finish at 1pm.

THANK YOU!

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, January 11, 2017 11:51 AM
To: Kellie Blizard
Subject: RE: Allegacy

Hi Kellie,

I wanted to touch base and see if any of the dates listed below would work for you or would you prefer some dates in February to choose from.
 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Baker, Tori 
Sent: Monday, January 09, 2017 12:53 PM
To: 'Kellie Blizard'
Subject: RE: Allegacy

Great, I have the following dates open for January.

Wednesday, Jan 18th
Thursday, Jan 26th
Tuesday, Jan 31st

Let me know if any of these dates will work and what you would prefer lunch or smoothies.

 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Kellie Blizard [mailto:kblizard@lyndhurstgyn.com] 
Sent: Monday, January 09, 2017 12:39 PM
To: Baker, Tori
Subject: RE: Allegacy

Hello!  Great to hear from you!  We’d love to show you the new building.  A lunch or smoothies for lunch would be great.  What dates do you have open?  

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Monday, January 09, 2017 12:25 PM
To: kblizard@lyndhurstgyn.com
Subject: Allegacy

Hi Kellie,

Happy New Year!  I hope you had a great holiday season!  

It’s been a while since we’ve been onsite.  I haven’t had the pleasure of visiting your new building.  I wanted to touch base and see if we could provide breakfast, lunch or smoothies (from the Juice Shop) for your employees sometime in the near future.

Tori Baker



 
________________________________________
 
Tori Baker
Member Development Specialist, Member Development
P 336.774.2803  | E  tbaker@allegacyfcu.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043


Description:
Hello Tori,

Hope all is well.  Please accept my apology for the delayed response, we have been extremely busy.  

Wednesday, February 15th will work if the offer is still open.

Have a blessed and safe day.
“Kindness in words creates confidence.  Kindness in thinking creates profoundness.  Kindness in giving creates LOVE.”  ~Lao Tzu~

Thank you,
Susan Mitchell  | Human Resource Specialist
Remington Arms Company, Inc.
870 Remington Dr., PO Box 700, Madison, NC 27025
Phone:  336.548.8592|Fax:  336.548.7836
                      
Confidentiality/Proprietary Note: This e-mail and any files transmitted with it are intended solely for the use of the individual or entity to which they are addressed. If you are not the intended recipient or the person responsible for delivering the e-mail to the intended recipient, be advised that you have received this e-mail in error and that any use, dissemination, forwarding, printing or copying of this e-mail is strictly prohibited. If you have received this e-mail in error, please reply back to sender advising that you have received the e-mail in error and delete this e-mail from your system.  



From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, January 11, 2017 4:09 PM
To: Johnson, Oralia
Cc: Mitchell, Susan
Subject: Allegacy onsite

Hi Ladies,

Happy New Year!  I hope you’re having a great day!  I wanted to touch base and see if we could provide breakfast from Chic Fil A for your employees.  I have the following dates available.

Friday, Feb 3rd
Tuesday, Feb 14th
Wednesday, Feb 15th 

Please let me know if you’re interested.

 
________________________________________
 
Tori Baker
Member Development Specialist, Member Development
P 336.774.2803  | E  tbaker@allegacyfcu.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043


Description:
Tori,

Here is the break down,
1st shift is about 425
2nd shift is about 100
3rd shift is about 40


Thanks!

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, January 11, 2017 3:55 PM
To: Snider, Christopher [NETPWR/ASCOPWR/WEL]
Cc: Lomax, Deborah [NETPWR/ASCOPWR/WEL]
Subject: RE: Allegacy

Oops, Chris how many people should I plan on 300, 400, or 500?

 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Christopher.Snider@vertivco.com [mailto:Christopher.Snider@vertivco.com] 
Sent: Wednesday, January 11, 2017 3:40 PM
To: Baker, Tori
Cc: Deborah.Lomax@vertivco.com
Subject: RE: Allegacy

Thanks!  I will make sure that’s posted and the tables are set up.  

I feel like that would be a great time.  I will be in at that time to assist you in any way I can.  

Chris Snider
Generalist, Human Resources

ASCO Power Technologies | 325 Welcome Center Blvd. | Welcome | NC | 27374
T 336 731 5033 | F 336 731 5152
www.VertivCo.com | Connect with Vertiv on social media

Please note my email address has changed to Christopher.Snider@VertivCo.com

ASCO Power Technologies which is now a VERTIV business.

Confidentiality: This email is only intended for the addressee named above. This email may contain 
confidential or privileged information. If you are not the addressee, any disclosure, copying,
distribution, or other use of this communication is strictly prohibited. If you received this email 
in error please contact us immediately by telephone at (336)731-5033.




From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, January 11, 2017 3:30 PM
To: Snider, Christopher [NETPWR/ASCOPWR/WEL]
Cc: Lomax, Deborah [NETPWR/ASCOPWR/WEL]
Subject: RE: Allegacy

Okay, great!

I’ve attached a flyer for you to post.  We’ll need a couple of tables in the break room and that should cover it.  

Is 5:30am – 6:30am the best time to catch 3rd shift or should we plan a different time?

 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Christopher.Snider@vertivco.com [mailto:Christopher.Snider@vertivco.com] 
Sent: Wednesday, January 11, 2017 3:17 PM
To: Baker, Tori
Cc: Deborah.Lomax@vertivco.com
Subject: RE: Allegacy

Tori,

Wednesday the 1st would work best.  Please let me know of any needs you will have of us so we can be prepared.

Thanks,

Chris Snider
Generalist, Human Resources

ASCO Power Technologies | 325 Welcome Center Blvd. | Welcome | NC | 27374
T 336 731 5033 | F 336 731 5152
www.VertivCo.com | Connect with Vertiv on social media

Please note my email address has changed to Christopher.Snider@VertivCo.com

ASCO Power Technologies which is now a VERTIV business.

Confidentiality: This email is only intended for the addressee named above. This email may contain 
confidential or privileged information. If you are not the addressee, any disclosure, copying,
distribution, or other use of this communication is strictly prohibited. If you received this email 
in error please contact us immediately by telephone at (336)731-5033.




From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Wednesday, January 11, 2017 3:14 PM
To: Snider, Christopher [NETPWR/ASCOPWR/WEL]
Subject: FW: Allegacy

Hi Chris, 

Which date work best for us to come onsite?

Wednesday, Feb 1st 

or
Friday, Feb 3rd
from
5:30am-6:30am & 1:30pm-3:30pm


 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Baker, Tori 
Sent: Wednesday, January 11, 2017 10:35 AM
To: 'Deborah.Lomax@vertivco.com'
Cc: Christopher.Snider@vertivco.com
Subject: RE: Allegacy

How about Wednesday, Feb 1st?

5:30am-6:30am
1:30pm-3:30pm


 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Deborah.Lomax@vertivco.com [mailto:Deborah.Lomax@vertivco.com] 
Sent: Tuesday, January 10, 2017 11:03 AM
To: Baker, Tori
Cc: Christopher.Snider@vertivco.com
Subject: RE: Allegacy

Thanks,

Yes, Emerson Network Power changed to Vertiv December 1st. We are still ASCO, but we are no longer a brand of Emerson. 

Deborah Lomax  | 336.731.5081

EMERSON NETWORK POWER IS NOW VERTIV

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, January 10, 2017 9:48 AM
To: Lomax, Deborah [NETPWR/ASCOPWR/WEL]
Cc: Snider, Christopher [NETPWR/ASCOPWR/WEL]
Subject: Re: Allegacy

Deborah, 

Great, I'm glad to hear they're asking about us!

Yes, we can do popcorn.  I'm in a meeting all day so I don't have access to my teammates calendar. 

Chris-I will send you a few dates to choose from tomorrow! 

Deborah, I appreciate all your help!  It looks like the name has changed to "Vertivco".  I'll update that in our system.

Best!

Tori 

Sent from my iPhone

On Jan 10, 2017, at 8:20 AM, "Deborah.Lomax@vertivco.com" <Deborah.Lomax@vertivco.com> wrote:
Good morning Tori!
Hope you had a good holiday and new year!
 
That’s something we could definitely do. I actually had someone to ask me about Allegacy the other day! We haven’t done the popcorn in a while, how about that? Of course, we would still need rep’s to come in for all three shifts.
 
I have also copied Chris Snider, he’s the new HR Generalist for ASCO. You will be working with him going forward.
 
What date did you have in mind? 
 
Deborah Lomax  | 336.731.5081
 
EMERSON NETWORK POWER IS NOW VERTIV
 
From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Monday, January 09, 2017 12:29 PM
To: Lomax, Deborah [NETPWR/ASCOPWR/WEL]
Subject: Allegacy
 
Hi Deborah,
 
Happy New Year!  I hope you enjoyed the holidays!   
 
I wanted to touch base and see if we could schedule an onsite visit for some time in the near future.  We could provide breakfast, a healthy snack, smoothies (from the Juice Shop) or popcorn for your employees.  What would work best for you?
 
Tori
 
 
________________________________________
<image001.png>
Tori Baker
Member Development Specialist, Member Development
 
P 336.774.2803  | E  tbaker@allegacyfcu.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043


Description:
Thank you Tori! Do you have any materials or a benefits summary to share?


Thank you! =) 

ADELE MAYFIELD, PHR, SHRM-CP 
HR Generalist

1414 Yanceyville St, Ste 300
Greensboro, NC 27405
Office: 336.553.3742
biscuitville.com

LOCAL HAS A FLAVOR. 

 
   

From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Monday, April 18, 2016 11:24 AM
Subject: Allegacy Federal Credit Union

Hi, 

I want to thank you for entering our drawing at the HRMAG Dinner earlier this month!

If you have any questions or would like to learn more about partnering with Allegacy Federal Credit Union to offer additional benefits to your employees at no cost to you please feel free to contact me via phone or email.

I hope you have a great week!
 
________________________________________
 
Tori Baker
Member Development Specialist, Member Development
P 336.774.2803  | E  tbaker@allegacyfcu.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043


Description:
Talked with Ms. Wilder she's in the middle of their financial aid.  She asked that I touch base with her the first of March.  She should be able to go to lunch then.


Description:
10/22/15 - She still hasn’t really had a chance to look things over.  It will probably be Dec when they have a retreat and she can talk with her CFO. She wants me to follow up with her at the first of Jan.


Description:
1/7/16 talked with Vivan she didn’t have a chance to talk with the CFO.  She asked me to follow up with her next Thursday, Jan 14th.


Description:
1/14/16 Vivan would like me to follow up with her at the end of August.  They have open enrollment in September and they would like to roll it out then.


Description:
Had someone come by today to negotiate a check written to nonmember from an Allegacy member.  He works for Tri City Movers. He asked if we would contact his boss Calvin at 336.404.3051 to see if they could become a SEG.  They have about 15 employees so I’m not sure if this meets our criteria?

Thank you,
Debbie

 
________________________________________
 
Debbie Davis
Lead Member Services Representative, Greensboro - Battleground


Description:
Called Calvin…he said he would call me back


Description:
Tried emailing Tammy Snow email rejected. I called and left a message for someone to contact me and let me know who the new contact is.


Description:
Confirmed that Lee Sykes is the new HR contact


Description:
Called and LM
Connection from Leadership Greensboro


Description:
Connection from Leadership Greensboro
LM 1/25/17


Description:
Talked to Rich about partnership with Credit Union.  He says that they don't currently have one.  He said the person to talk to is Sr Director of HR Myron Pearman x9107


Description:
Had lunch with Lori Stone.  She's the front end manager.  She's going to pass our information to John who manages the practice to see if she can get us in.  She meets with him on the 15th.


Description:
Here's our new contact at Vertiv.
Chris Snider
Generalist, Human Resources

ASCO Power Technologies | 325 Welcome Center Blvd. | Welcome | NC | 27374
T 336 731 5033 | F 336 731 5152
www.VertivCo.com | Connect with Vertiv on social media

Please note my email address has changed to Christopher.Snider@VertivCo.com

ASCO Power Technologies which is now a VERTIV business.

Our previous contact
Deborah Lomax
Generalist, Human Resources
ASCO Power Technologies

ASCO Power Technologies || 325 Welcome Center Blvd | Welcome, NC 27374 USA
T +1.336.731.5081 | F +1.336.731.5152
Deborah.Lomax@VertivCo.com 
www.VertivCo.com | Connect with Vertiv on social media

EMERSON NETWORK POWER IS NOW VERTIV


Description:
Tori,

Please change your contact to Dena Toth.  I am no longer at Caldwell.



Bill Bishop
Business Manager - Caldwell Academy
2900 Horse Pen Creek Rd
Greensboro, NC  27410
Multi-Location 336-891-0814


Description:
Called Darren to invite for a round of golf on Presidents day Monday the 20th; left message.


Description:
Onsite at Remington
We’ll need there to check in and set up by 7:50 am
160 employees
1-large chicken nuggets
4-large chicken mini trays
75-small fruit cups
50-yogurt parfait

Ended up ordering 
2 large fruit trays/only needed 1
40 yogurt parfaits
Still had one tray of lg chicken minis leftover 
Needed more chicken nuggets


Description:
Was onsite with Ralph Miller and Michael Williams at the lower site. They break at 11 and the main site breaks at 11:30 for future visits


Description:
Had an onsite with Michael Williams also met with Michael Barron and will be sending a report on how the SEG is performing.


Description:
Jusr the regular visit members are still asking if we will open another branch in the area…


Description:
Had a onsite visit and reconnected with the new Rep given the previous one has passed away. Plan on visiting on a regular basis. Terry assisted the onsite with me on this day


Description:
Stopped by office, Tim wasn't available.  Sent a lInkedin message to try and set an appointment.


Description:
Attempted to visit the caeteria; notified by security that we aren't on the visitor list anymore.  Advsied Napoleon of this.


Description:
Joined the networking group at the Small Business Center


Description:
Kim Flippin's email is no longer valid kfippin@pdllc.com


Description:
Linda Shean email is no longer valid
Linda Shean - ishean@ronco.net
336-665-7252
Secretary


Description:
Jean Lindsey is no longer with Family Services.
New contact is Jan Jenkins @ Jjenkins@fsifamily.org
touch base mid July to see if we can come onsite and provide breakfast, snack or smoothies for their August meeting.


Description:
Larry Holder's email is no longer valid
larry.holder@securitasinc.com


Description:
Amy Loflin's email is no longer valid
aloflin@lofinconcrete.com


Description:
humanresources@dudleyq.com email is no longer valid


Description:
Dawn Moser
I have moved to Wake Forest Baptist HR and am not checking this email regularly.  Please email me at my Wake email address.
Thanks.


Description:
Primary contact email for Elizabeth Sinder isn't valid
lsinder@wfubmc.edu


Description:
Got a referral fron Stephanie in HR emailed her contact and waiting to set up a meeting and onsite for Davidson Water.


Description:
I followed up with Lori.  She said her boss said no.  She said she'll try again, sometimes he says no and then depending on mood will change his mind.


Description:
LM - for Lisa White Practice Admin contact from HRMAG


Description:
Talked with Lisa about partnering with Allegacy.  She asked if the practice had to bank with us and I told her no.
She just came back from a conference and is covered up.  She asked that I call her Admin Asst back in a couple of month to schedule a time to talk.  336-355-4025
I have her on my calender to touch base in May.  She asked where we're located.  She said she had some employees who use Truliant but they don't have anything near them.


Description:
I talked with Brenda Nivens.  She's a contact from HRMAG.  She has also won one of our $50 Amazon Gift Cards in the past. They currently partner with Members CU.  They're not currently looking to partner with another credit union but she did ask me to email her my contact info.


Description:
Reached out to Rick, he's involved with HRMAG and the SRHM conference for Greensboro this year.  I'm checking to see if there's any volunteer opportunities.


Description:
LM for Lorie Best the HR Director she attends the HRMAG events.


Description:
LM message for Jamie to call me.  She attends the HRMAG meetings in Greensboro.


Description:
LM with Ms. Love about volunteer opportunites in May.


Description:
Tracey Scoggins is no longer with the company.


Description:
New HR Director is Lisa Myers.  She has attend HRMAG meetings.  Paul Phillips is working with Green Ford.  I will wait to contact her after Paul lets me know what's going on.


Description:
Thanks Tori!

Will do…

From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Tuesday, March 14, 2017 10:36 AM
To: Brenda B. Nivens <Brenda.Nivens@salemcorp.com>
Subject: Allegacy Federal Credit Union

Ms. Niven,

It was nice talking with you this morning.  My contact information is listed below.  Please let know if you have any questions or if you would like any additional information about Allegacy.

________________________________________
 
Tori Baker
Senior Member Development Specialist, Member Development
P 336.774.2803  | E  tbaker@allegacyfcu.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043


Description:
Tori,
Good morning.  I'm going to cancel out on our lunch this week, we have decided to offer our employees the same thing but with our current bank.  Thanks for all your time.  

Best,
Vivian





Vivian Wilder
Payroll and Benefits Administrator
Coordinator of Financial Aid 
336-288-8590 ext. 202


Description:
Coffey, Lauren (WNS-MLW) <Lauren.Coffey@mullenlowe.com>

Hi there, Tori,

It has been a while, and we would love to have you and the team come onsite soon!

I’m adding Lauren Coffey, who will help facilitate when the best time would be for you stop by and when.

Lauren: Tori and Larry are from Allegacy bank, and they have stopped by a few times to the office to help anyone looking to set up an account with Allegacy. They could provide smoothies or snacks. Could you help reach out and schedule a good time??

Thank you!!


M U L L E N L O W E  U. S.
Darren hummel | junior broadcast producer
525 vine st, ste 340, winston-salem, nc 27101
336.774.9243  

mullenloweus.com/ws

From: "Baker, Tori"
Date: Monday, March 20, 2017 at 11:53 AM
To: "Hummel, Darren (WNS-MLW)"
Cc: "Cozza, Larry"
Subject: Allegacy Federal Credit Union

Hi Darren,
 
I hope all is well!  It’s been a while since we’ve been onsite.  I wanted to touch base and see if we could schedule a time in the near future to come onsite.  We could bring some Smoothies or a healthy snack. 
 
I have the following afternoons available any time after 1pm.
 
Wednesday, March 29th
Thursday, March 30th
Wednesday, April 5th
 
Would any of these dates work for you? 
________________________________________
 
Tori Baker
Sr Member Development Specialist, Member Development


Description:
Onsite with Juice Shop Smoothies.  We only needed 60 smoothies.


Description:
Onsite enrollment- 1st shift 5:30-6:30am, 2nd/3rd shift 1:30-3;30.
We only needed 450 bags of popcorn.


Description:
Onsite enrollment we provided popcorn.
We only needed 450 bags of popcorn.
1st shift 5:30am-6:30am
2nd/3rd shift 1:30pm-3:30pm
12 new members


Description:
Onsite event provided breakfast from Chick Fil A
We ordered 1 lg chicken nugget tray, 4 lg chicken minis,
75 small fruit cups, 50 yogurt.
Next time we should order 2 lg chicken nugget trays, 2 lg mini trays, fruit and yogurt was just right.


Description:
Provided breakfst for 65 employees from Country Kitchen.
1 new member possiblity of more joining us.


Description:
We spoke at the employee meeting and provided breakfast.  We had Chick Fil A.  1 lg chicken nugget tray, 1 lg chicken mini and 1 lg fruit tray.  We could have used another lg chicken mini tray.
1 new member


Description:
Onsite w/Kevin Pichardo; 6 new memberships and 3 loan applications


Description:
Called and left message for Trisha about meeting to review SEG


Description:
Larry and I dropped off her gift card.  She's excited that we'll have a branch in Mt. Airy.  She already shared the news with her husband.  We'll f/u in the near future for possible SEG.


Description:
Jessica and I talked briefly at the SHRM Conference.  She thinks they currently partner with Summit CU but they haven't been onsite for a visit since she's been there.


Description:
"The person you are trying to reach is no longer with WFBMC. For inquiries regarding retirement benefits please contact Kathy Clark at 336-716-2387 or kclark@wakehealth.edu<mailto:kclark@wakehealth.edu>. For inquiries regarding health/welfare benefits please contact Kathy Bumgarner at 336-716-0719 or kbumgar@wakehealth.edu<mailto:kbumgar@wakehealth.edu>."


Description:
spoke with administrator and let them know that Terry is no longer here and we will reschedule the event


Description:
I did an event with The Volunteer Center at Gilbarco.  They have a Truliant ATM and a big Truliant Display.


Description:
I've called on them but I haven't had any luck getting anyone to call me back.


Description:
We had an onsite visit and brought breakfast from Chick Fil A for their employees.  We had quite a few stop by and express interest in stopping by our branch to open accounts.  Our branch is located across the parking lot from them.  
Chick Fil A breakfast
1 lg chick mini tray
1 sm chick nugget tray
1 sm fruit tray


Description:
Tory,
Let’s go with Friday, October 13th.  We have an annual EE Appreciation day on Thursday, Oct. 5th so it is better to go to the following week.  Thanks.  I think it will be great.  

Regards,

Linda Mickle
 
		
Linda Mickle
Director, Human Resources
			7102 Cessna Drive, Greensboro, NC 27409
Tel: 336.776.6313            Fax: 336.776.6311
Cell: 336.403-2585
linda.Mickle@piedmontaviation.com


CONFIDENTIALITY NOTICE: This e-mail and any files transmitted with it are confidential and are intended solely for the use of the addressee(s), and may not be opened, disseminated, distributed or copied by any other person other than the addressee(s).  If you are not the intended recipient, please notify the sender immediately by e-mail and delete this e-mail and any attachments from your system.





From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Friday, September 8, 2017 3:27 PM
To: Mickle, Linda <Linda.Mickle@piedmontaviation.com>
Subject: Allegacy

Hi Linda,

It was great seeing you last night at the HRMAG meeting!  

Per our conversation I have the following dates in October open from 8:45am – 12pm.
Wednesday, Oct 4th
Friday, Oct 6th
Friday, Oct 13th

Please let me know if any of these dates will work for you.


Description:
Tori,
Thank you – I will post tomorrow!  Looking forward to having you onsite next week.

Regards,

Linda Mickle
 
		
Linda Mickle
Director, Human Resources
			7102 Cessna Drive, Greensboro, NC 27409
Tel: 336.776.6313            Fax: 336.776.6311
Cell: 336.403-2585
linda.Mickle@piedmontaviation.com


CONFIDENTIALITY NOTICE: This e-mail and any files transmitted with it are confidential and are intended solely for the use of the addressee(s), and may not be opened, disseminated, distributed or copied by any other person other than the addressee(s).  If you are not the intended recipient, please notify the sender immediately by e-mail and delete this e-mail and any attachments from your system.





From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Wednesday, October 4, 2017 3:25 PM
To: Mickle, Linda <Linda.Mickle@piedmontaviation.com>
Subject: Allegacy upcoming visit

Hi Linda,

I hope your week is off to a good start.  I’m sending you a flyer about our upcoming visit that you can share with your employees.  Let me know if you have any questions.


Description:
We provide 100 smoothies to see what kind of interest we would have.  We had 9 new members.


Description:
I saw Marion at our LGAB meeting.  She hasn't forgotten about us. Her HR Mgr has been out of the office.  She'll get with her once she's back in town.


Description:
I sent Melissa an email to touch base.  She hasn't responded.


Description:
Meet Lori for lunch to discuss our new branch that will be opening later this year and the possiblity of them becoming a SEG since we'll have a branch on their side of town.


Description:
Lori, 

It was great to see you as well!  We need to get together for lunch more often.

I've highlighted some of the financial services we offer for our members.

·         Checking
o   SmartRate Checking earns a dividend rate higher than most certificates on your checking without balance requirements or maintenance fees.
o   We’ll also refund up to $25.00 in ATM fees per statement cycle with our SmartRate Checking accounts.
·         Savings 
o   Accounts, Holiday and Vacation Clubs (start with as little as $10.00), Certificates, Money Markets and IRAs
·         Loans 
o   Auto - as low as 2.39% New and Used
§  We offer an auto buying service at no additional cost
§  New or Used
o   Mortgages 
§  15 year and 30 year Fixed, VA, And FHA
§  5/1 and 7/1 ARM
o   Equity Lines
§  Up to 100% of the value
o   Credit Cards 
§  No annual fees 
 
Key Benefits At A Glance:
·         No-surcharge ATMs 
o   Choose from more than 25,000 no-surcharge ATMs throughout the United States and Canada.
·         Free Online Banking
o   WebBanking, WebPay, eStatements, WebDeposits, FinanceWorks and more!
·         Visa Check Card
·         Convenience Services
o   Direct Deposit, Travelers Checks, Overdraft Protection, Safety Deposit Box, Financial Counseling and Education.
 
Let me know if you have any questions.
 
Tori


Description:
Lori,

Here’s the information we would need if your company decided to become one of our Select Employer Groups.  Please let me know if you have any questions!

Tori


Description:
Great!  Thank you for the update!  I hope you enjoy your weekend too!
 
Tori Baker
Senior Business Development Specialist, Business & Community Development
P 336.774.2803 | M 336.414.3788  | E  tbaker@allegacy.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043

           


On Oct 5, 2017, at 2:56 PM, Lori Parker <lori.parker@sentrywatch.com> wrote:
________________________________________
IMPORTANT: This message was NOT sent from an Allegacy email account. Please use caution when clicking on links or opening attachments. 
________________________________________

Hi Tori,
 
I am so ready for Fall!! I love the warm days and cool nights, but I am sure we are still going to have a hot spell before we say good-bye to summer!!
 
Theresa has been tangled up with an Auditor for the last several weeks and is currently in New Jersey at a company meeting. I gave her the information
you sent me and I will touch base with her when she returns next week. 
 
Hope you have a great weekend!!
 
Lori
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Thursday, October 05, 2017 9:15 AM
To: lori.parker@sentrywatch.com
Subject: Allegacy 
 
Good morning Lori,
 
I hope you're enjoying the change in weather.  I don't know that I'm ready to let go of summer but I guess that's not up to me. ;)
 
I wanted to touch base and see if you had a chance to talk with your teammate about becoming a Select Employer Group with Allegacy.  Do you have any questions about the process or our services?
 
 
 
Tori Baker
Senior Business Development Specialist, Business & Community Development


Description:
Marc Sears is no longer with Baptisti.
"The person you are trying to reach is no longer with WFBMC. For inquiries regarding retirement benefits please contact Kathy Clark at 336-716-2387 or kclark@wakehealth.edu<mailto:kclark@wakehealth.edu>. For inquiries regarding health/welfare benefits please contact Kathy Bumgarner at 336-716-0719 or kbumgar@wakehealth.edu<mailto:kbumgar@wakehealth.edu>."


Description:
Onsite w/Wendy Staz of Payroll; 1 new member; Wendy spoke about benefits and will refer to Chad for estimate next month.


Description:
Sent f/u email to Marion about Evonik becoming a SEG


Description:
I'll have a chance to do a 5 minute commerical at their next employee meeting Friday, Nov 17th at 8:30am.  Plan on 30o employees.


Description:
Call Blitz (LWFR)- Stephanie was not available but Wendy will follow up.


Description:
Stopped by to visit Alan but he was at lunch; sent email to try and scchedule email when back in the office


Description:
Stopped by to visit the owner and team.  They wee with clients; sent follow up email to schedule a lunch appointment upon return to office.


Description:
Stopped by the new building today, team was in a meeting; sent an email to LaShun to schedule a meeting and/or lunch.


Description:
Stopeed by the dealership but Joyce was on lunch.  Sent a follow up email to schedule a breakfast/sales meeting appointment.


Description:
This is our payroll service; spoke w/Wendy Staz and she will be reaching out tory and set a meeting.


Description:
Hello Tori,

Hopefully your day is off to a great start. Would the 11th be an ok date for me to confirm attendance for the event?


Warm Regards,

Karen
___________________________________________________
Karen Parnell
Administrative Assistant
Charles Aris Inc. | 47 years in Executive Search
336-378-1818 extension 9122
karen.parnell@charlesaris.com | CharlesAris.com
Visit us on LinkedIn | Twitter | Google+ | Facebook | Instagram



From: Myron Pearman 
Sent: Monday, April 3, 2017 10:43 AM
To: Baker, Tori <tbaker@allegacy.org>
Cc: Karen Parnell <karen.parnell@charlesaris.com>
Subject: RE: Allegacy Lunch Wednesday, April 26th

Hello Tori,

I hope you had a nice weekend!

I believe that you have met Karen Parnell previously however by way of this e-mail wanted to more formally introduce you to her. Along with myself, Karen P. is going to be point for the Allegacy lunch session on 4/26.  She will be following up internally with our team on communication and logistics related to the April 26th event.  She will also be communicating expected number of attendees, be point for any type of questions related to set up you and your colleagues may need on that date, etc.

Please let us know if you have any questions at this point and we will continue to follow up/check in as we get closer the the 26th.

Thanks,

Myron

____________________________________________________
Myron Pearman, SPHR, SHRM-SCP
Sr. Director - Human Resources & Organizational Development
Charles Aris Inc. | 48 years in Executive Search
336-378-1818 extension 9107 | 336-575-0600 (mobile)
myron.pearman@charlesaris.com | CharlesAris.com
Visit us on LinkedIn | Twitter | Google+ | Facebook | Instagram


From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Tuesday, March 28, 2017 12:52 PM
To: Myron Pearman
Subject: RE: Allegacy Lunch Wednesday, April 26th

Hi Myron,

Yes, I can!  Here you go!
 
________________________________________
Tori Baker
Allegacy | Sr Member Development Specialist, Member Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org


From: Myron Pearman [mailto:myron.pearman@charlesaris.com] 
Sent: Tuesday, March 28, 2017 12:29 PM
To: Baker, Tori
Subject: RE: Allegacy Lunch Wednesday, April 26th

Hello Tori,

I hope your day is going well!

Thank you for the follow up and I do have one minor edit to the flyer regarding the location.   Please have the location ready “First floor board and break room area”.

Can you please make that change and then send back to me for my communication to the group?

Myron

____________________________________________________
Myron Pearman, SPHR, SHRM-SCP
Sr. Director - Human Resources & Organizational Development
Charles Aris Inc. | 48 years in Executive Search
336-378-1818 extension 9107 | 336-575-0600 (mobile)
myron.pearman@charlesaris.com | CharlesAris.com
Visit us on LinkedIn | Twitter | Google+ | Facebook | Instagram


From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Thursday, March 23, 2017 11:32 AM
To: Myron Pearman
Subject: Allegacy Lunch Wednesday, April 26th

Hi Myron,

I hope you’re having a great day!  

I’ve attached a flyer that you can share with your employees for our visit in April.  I’m not sure if you call the room downstairs your break room so you can update that info if it’s something different.  Let me know if you have any questions.

________________________________________
 
Tori Baker
Sr Member Development Specialist, Member Development
P 336.774.2803 | M 336.414.3788  | E  tbaker@allegacy.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043


Description:
I will have to get back to you with the numbers, (around 235) I am not positive with growth and moves, but we will go with the smoothies.

Thanks,

Margie

From: Tori Baker [*] [mailto:tbaker@allegacyfcu.org] 
Sent: Monday, July 25, 2016 4:52 PM
To: Margie Craig
Cc: Kris Hudson
Subject: Re: Allegacy Onsites

Great!  How many employees should we plan on?  Would you like us to provide ice cream or Juice Shop smoothies for your employees?


 
 
Tori Baker
Member Development Specialist, Member Development

P 336.774.2803  | E tbaker@allegacyfcu.org

P.O. Box 26043, Winston-Salem NC 27114-6043


On Jul 25, 2016, at 4:33 PM, Margie Craig <Margie.Craig@haeco.aero> wrote:
Hi Tori, the 9th from 2-4 would be good for Wallburg to cover our few 2nd shift employees also.
 
Thanks,
Margie Craig
HR Manager
HAECO Cabin Solutions
5568 Gumtree Road Winston-Salem, NC 27107
336.464.0122 x22009   336.698.6076 Cell
336.464.1592 (fax)
 
 
 
From: Kris Hudson 
Sent: Monday, July 25, 2016 4:30 PM
To: Tori Baker [*]
Cc: Margie Craig
Subject: RE: Allegacy Onsites
 
Hi Tori!
 
We’re right in the middle of our move to the new building so we’re split in Greensboro. We’re just running a first shift at the new building, would it be possible to add them as well? I think those dates look good. Margie, our new HR Manager for Wallburg will let you know if that date works for them.
 
Thanks so much!
 
Kris
 
From: Tori Baker [*] [mailto:tbaker@allegacyfcu.org] 
Sent: Thursday, July 21, 2016 10:16 
To: Kris Hudson
Subject: Allegacy Onsites
 
Hi Kris,
 
I hope you’re having a great day!  We had talked a while ago about coming back out for another visit.   Could we provide ice cream or Juice Shop Smoothies for your employees in August?  Would the dates listed below work for you?  Which time during the day would work best for you?
 
Wallburg
Tuesday, August 9th
11am-2pm or 2pm-4pm
 
Greensboro
Thursday, August 11th
11am-2pm or 2pm-4pm
And
6pm-8pm
 
________________________________________


Description:
I will have to get back to you with the numbers, (around 235) I am not positive with growth and moves, but we will go with the smoothies.

Thanks,

Margie

From: Tori Baker [*] [mailto:tbaker@allegacyfcu.org] 
Sent: Monday, July 25, 2016 4:52 PM
To: Margie Craig
Cc: Kris Hudson
Subject: Re: Allegacy Onsites

Great!  How many employees should we plan on?  Would you like us to provide ice cream or Juice Shop smoothies for your employees?


 
 
Tori Baker
Member Development Specialist, Member Development

P 336.774.2803  | E tbaker@allegacyfcu.org

P.O. Box 26043, Winston-Salem NC 27114-6043


On Jul 25, 2016, at 4:33 PM, Margie Craig <Margie.Craig@haeco.aero> wrote:
Hi Tori, the 9th from 2-4 would be good for Wallburg to cover our few 2nd shift employees also.
 
Thanks,
Margie Craig
HR Manager
HAECO Cabin Solutions
5568 Gumtree Road Winston-Salem, NC 27107
336.464.0122 x22009   336.698.6076 Cell
336.464.1592 (fax)
 
 
 
From: Kris Hudson 
Sent: Monday, July 25, 2016 4:30 PM
To: Tori Baker [*]
Cc: Margie Craig
Subject: RE: Allegacy Onsites
 
Hi Tori!
 
We’re right in the middle of our move to the new building so we’re split in Greensboro. We’re just running a first shift at the new building, would it be possible to add them as well? I think those dates look good. Margie, our new HR Manager for Wallburg will let you know if that date works for them.
 
Thanks so much!
 
Kris
 
From: Tori Baker [*] [mailto:tbaker@allegacyfcu.org] 
Sent: Thursday, July 21, 2016 10:16 
To: Kris Hudson
Subject: Allegacy Onsites
 
Hi Kris,
 
I hope you’re having a great day!  We had talked a while ago about coming back out for another visit.   Could we provide ice cream or Juice Shop Smoothies for your employees in August?  Would the dates listed below work for you?  Which time during the day would work best for you?
 
Wallburg
Tuesday, August 9th
11am-2pm or 2pm-4pm
 
Greensboro
Thursday, August 11th
11am-2pm or 2pm-4pm
And
6pm-8pm
 
________________________________________
<image001.png>
Tori Baker
Member Development Specialist, Member Development
 
P 336.774.2803  | E  tbaker@allegacyfcu.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043


Description:
From: Tori Baker [*] [mailto:tbaker@allegacyfcu.org] 
Sent: Thursday, August 04, 2016 12:35 PM
To: Kris Hudson
Subject: RE: Allegacy Onsites

Hi Kris,

I want to confirm our onsite visits for next week.

8010 Piedmont Pkwy – Wednesday, August 10th from 11am-1pm

623 Radar Rd – Thursday, August 11th from 11am-1pm

We’re planning on 150 at each location and we’ll ask for you.

Correct…

From: Baker, Tori 
Sent: Tuesday, July 26, 2016 1:50 PM
To: Kris Hudson
Subject: RE: Allegacy Onsites

Great!  I have attached the flyer for both locations.  Please feel free to change the room locations.  Will we ask for you at both locations?
 
________________________________________
Tori Baker
Allegacy | Member Development Specialist, Member Development
P 336.774.2803  | E tbaker@allegacyfcu.org


From: Kris Hudson [mailto:Kris.Hudson@haeco.aero] 
Sent: Tuesday, July 26, 2016 9:03 AM
To: Baker, Tori
Subject: RE: Allegacy Onsites

We’re at 8010 Piedmont Triad Parkway. Let’s do 8/10 with Juice Shop smoothies. We should be at around 150 at each location.

From: Tori Baker [*] [mailto:tbaker@allegacyfcu.org] 
Sent: Monday, July 25, 2016 5:00 PM
To: Kris Hudson
Subject: Re: Allegacy Onsites

Kris, 
Where's your new building located?
We could visit your new building...
Monday, August 8th
Wednesday, August 10th

Would you prefer ice cream or Juice Shop smoothies for your employees?

How many people should I plan on for each location?



 
 
Tori Baker
Member Development Specialist, Member Development

P 336.774.2803  | E tbaker@allegacyfcu.org

P.O. Box 26043, Winston-Salem NC 27114-6043


On Jul 25, 2016, at 4:34 PM, Kris Hudson <Kris.Hudson@haeco.aero> wrote:
11 – 2 will be good four our groups
 
From: Tori Baker [*] [mailto:tbaker@allegacyfcu.org] 
Sent: Thursday, July 21, 2016 10:16 AM
To: Kris Hudson
Subject: Allegacy Onsites
 
Hi Kris,
 
I hope you’re having a great day!  We had talked a while ago about coming back out for another visit.   Could we provide ice cream or Juice Shop Smoothies for your employees in August?  Would the dates listed below work for you?  Which time during the day would work best for you?
 
Wallburg
Tuesday, August 9th
11am-2pm or 2pm-4pm
 
Greensboro
Thursday, August 11th
11am-2pm or 2pm-4pm
And
6pm-8pm
 
________________________________________


Description:
Thanks! We are short-staffed this week, so I have been putting my emails off; I apologize. Thanks for the info and good chatting with you last week!


Sincerely,
Jody Trivette
Home Loving Senior Care
Finance Manager
336-993-1600
Visit us at www.homeloving.com

"We provide the care you need with the love you want"
 
Privacy Notice: This email message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and private information. Any unauthorized review, use, disclosure or distribution is prohibited. If this email was not intended for you, please notify the sender by reply email that you received this in error. Destroy all copies of the original message and attachments.



From: Baker, Tori [mailto:tbaker@allegacyfcu.org] 
Sent: Tuesday, September 20, 2016 11:10 AM
To: jtrivette@homeloving.com
Subject: Employee workshops

Hi Jody,

I apologize for not sending this to you yesterday.  Here’s a list of the workshops that we offer. Feel free to contact me with any questions. 
________________________________________
 
Tori Baker
Member Development Specialist, Member Development
P 336.774.2803  | E  tbaker@allegacyfcu.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043


Description:
Thank you again! See you then!

Akeico Stanley
Human Resource Manager
Home Loving Senior Care, INC
Office Hours: Monday-Friday 8a-4p
Office: (336)993-1600
Cell:    (336) 830-1248
Fax:     (336) 992-1712
 
We provide the care you need, with the love you want. 


Privacy Notice: This email message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and private information. Any unauthorized review, use, disclosure or distribution is prohibited. If this email was not intended for you, please notify the sender by reply email that you received this in error. Destroy all copies of the original message and attachments. 


From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Thursday, March 30, 2017 3:24 PM
To: Akeico Stanley
Subject: RE: Allegacy

Awesome!  We’ll be there both days providing breakfast.  
________________________________________
Tori Baker
Allegacy | Sr Member Development Specialist, Member Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org


From: Akeico Stanley [mailto:astanley@homeloving.com] 
Sent: Thursday, March 30, 2017 2:49 PM
To: Baker, Tori
Subject: RE: Allegacy

Yes.  Thank you. 

Akeico Stanley
Human Resource Manager
Home Loving Senior Care, INC
Office Hours: Monday-Friday 8a-4p
Office: (336)993-1600
Cell:    (336) 830-1248
Fax:     (336) 992-1712
 
We provide the care you need, with the love you want. 


Privacy Notice: This email message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and private information. Any unauthorized review, use, disclosure or distribution is prohibited. If this email was not intended for you, please notify the sender by reply email that you received this in error. Destroy all copies of the original message and attachments. 


From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Thursday, March 30, 2017 11:32 AM
To: Akeico Stanley
Subject: RE: Allegacy

Okay, great!  Yes, we’ll provide breakfast for your employees both days.  Will the meetings be at your office in Kernersville?

 
________________________________________
Tori Baker
Allegacy | Sr Member Development Specialist, Member Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org


From: Akeico Stanley [mailto:astanley@homeloving.com] 
Sent: Thursday, March 30, 2017 8:35 AM
To: Baker, Tori
Subject: RE: Allegacy

Maybe about 25 on Friday, and 30-40 on Saturday. 

Akeico Stanley
Human Resource Manager
Home Loving Senior Care, INC
Office Hours: Monday-Friday 8a-4p
Office: (336)993-1600
Cell:    (336) 830-1248
Fax:     (336) 992-1712
 
We provide the care you need, with the love you want. 


Privacy Notice: This email message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and private information. Any unauthorized review, use, disclosure or distribution is prohibited. If this email was not intended for you, please notify the sender by reply email that you received this in error. Destroy all copies of the original message and attachments. 


From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Wednesday, March 29, 2017 4:07 PM
To: Akeico Stanley
Subject: Re: Allegacy

Let me see if I can rearrange my schedule for the 19th & 20th.  How many employees would be there each day?

Tori

On Mar 29, 2017, at 3:21 PM, Akeico Stanley <astanley@homeloving.com> wrote:
We have a In-Service in May, on 19th & 20th from 930a-1130a…can you attend that? Are you talking about providing for the office staff or “all” of the staff? 
 
Akeico Stanley
Human Resource Manager
Home Loving Senior Care, INC
Office Hours: Monday-Friday 8a-4p
Office: (336)993-1600
Cell:    (336) 830-1248
Fax:     (336) 992-1712
 
We provide the care you need, with the love you want. 
 
 
Privacy Notice: This email message, including any attachments, is for the sole use of the intended recipient(s) and may contain confidential and private information. Any unauthorized review, use, disclosure or distribution is prohibited. If this email was not intended for you, please notify the sender by reply email that you received this in error. Destroy all copies of the original message and attachments. 
 
 
From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Wednesday, March 29, 2017 1:38 PM
To: Akeico Stanley
Subject: Allegacy
 
Hi Akeico,
 
I hope all is well!  I wanted to touch base and see if we provide breakfast, lunch or a special treat sometime in April for your employees.  I also wanted to check and see if we could attend one of your larger staff meeting sometime in the near future.  Let me know if this is something we can do for you and your employees.
 
Best,
 
Tori
 
________________________________________
<image001.png>
Tori Baker
Sr Member Development Specialist, Member Development
 
P 336.774.2803 | M 336.414.3788  | E  tbaker@allegacy.org
P.O. Box 26043 | Winston-Salem, NC | 27114-6043


Description:
Fantastic!!

 
Kim Ancona
Human Resources Administrator
(951)296-2528, ext 6150 
Fax: (951) 240-4488 

This message and any attachments are intended only for the designated recipient and may contain information that is privileged or confidential. If you have received this communication in error, please notify sender immediately by replying to this email and delete the message and any attachments from your system.

 

From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Thursday, April 27, 2017 12:35 PM
To: Kim Ancona
Subject: RE: 2017 Wellness Fair

Hi Kim,

We’ll be there.  I’ll have a total of 3 people at this event.
 
________________________________________
Tori Baker
Allegacy | Sr Member Development Specialist, Member Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org


From: Kim Ancona [mailto:KAncona@fffenterprises.com] 
Sent: Monday, April 17, 2017 3:59 PM
Subject: 2017 Wellness Fair

Hello!

Thank you for taking the time to talk with me on the phone, as promised, here is some information for you.

It’s time for our annual FFF Enterprises Wellness Fair which will be held on Friday, May 19th from 11 AM – 1 PM. 
Our corporate office is located in CA, we have 75 employees at our NC Distribution Center, located at 1601 Old Greensboro Road Kernersville, NC 27284. The Wellness Fair helps relocating employees and our established employees become familiar with the growing number resources that are available in our community.  We are asking vendors to arrive at 10 AM to set up, this is an outdoor event so please come prepared.

-We ask that each vendor please bring their own table/chairs/tent (EZ Up).
-Let us know if you need electricity, the option is available.
-Please bring any marketing materials to advertise your services.
-We ask that each vendor should bring small give-a-ways and a raffle door prize.
-We will provide lunch so please let us know how many representatives will be coming from your company.

We value your participation and would like to have you at our event, please let me know whether you plan on participating-or not-ASAP, but definitely  by Friday, April 28th.  I will be out of the office Monday, May1st and return Monday, May 8th.


Warm regards,
Kim Ancona
(336) 387–9140 ext. 6150


 
Kim Ancona
Human Resources Administrator
(951)296-2528, ext 6150 
Fax: (951) 240-4488


Description:
Hi Tori,

Those dates and times will work for us. We’ll do smoothies for both locations. And yes, the ATM at the Greensboro hangar 4 location can be moved over to the new building.

Thank you!

Kris

From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Thursday, March 30, 2017 11:42 AM
To: Kris Hudson <Kris.Hudson@haeco.aero>
Subject: RE: Allegacy 

Hi Kris,

How about May 9th and May 11th?  Which day would you like us at the Wallburg  on the 9th from 2pm-4pm and Greensboro on the 11th from 11am-2pm?  Would you prefer smoothies or ice cream?  

I also wanted to check on the ATM in the Hanger location do we need to move it to your new Greensboro location. 
 
________________________________________
Tori Baker
Allegacy | Sr Member Development Specialist, Member Development
P 336.774.2803 | M 336.414.3788  | E tbaker@allegacy.org


From: Kris Hudson [mailto:Kris.Hudson@haeco.aero] 
Sent: Wednesday, March 29, 2017 2:47 PM
To: Baker, Tori
Subject: RE: Allegacy 

Hi Tori!

May 9th 10th or 11th would work. We’re now just in two locations since we vacated the Hangar out at the airport.

Thanks!

Kris

From: Baker, Tori [mailto:tbaker@allegacy.org] 
Sent: Wednesday, March 29, 2017 12:10 PM
To: Kris Hudson <Kris.Hudson@haeco.aero>
Subject: Allegacy 

Hi Kris,

I hope all is well!  I wanted to touch base and see if we could schedule some onsite visits for May.  I’m looking at May 9th, 10th and 11th or May 16th, 17th and 18th for your 3 locations.  We could bring smoothies or ice cream.  Would any of these dates work for you?
 
________________________________________
 
Tori Baker
Sr Member Development Specialist, Member Development


Description:
Yes, we're available both of those dates!  
Thanks again for meeting with us this morning it was a pleasure. We look forward to seeing you on these dates. 
Best,
Tori

Sent from my iPhone

On Apr 7, 2017, at 11:59 AM, Brandy Rhodes <brhodes@mcneelypest.com> wrote:
Hi everyone,
 
First, thank you all for coming out this morning to discuss what Allegacy can offer our employees.  April 26th is our Greensboro meeting and April 27th is our scheduled Winston meeting.  Both are 3pm-4pm.  If these dates will work for you all please let me know.
 
Our Greensboro address is: 7707 Boeing Dr. Greensboro 27409.  
 
Thank you,
 
Brandy H. Rhodes
Office Manager
McNeely Pest Control
3831 Reynolda Rd
Winston Salem, NC 27106
(T) 336-922-0606
(F) 336-922-0607


