# tblActivities

Description:
I sent Steve an e-mail to see if there is any word from the executive board yet.


Description:
I spoke w/ Patty after several e-mails trying to work out the meeting details. Belinda and I will attend a lunch meeting June 1st at 12:00. We will meet Patty at her office.  This chapter has 1,100 total employees. 600 are in Charlotte including 5 in Mooresville and 6 in Statesville.


Description:
I spoke w/ Lisa. She wants to check w/ her general manager to see if he is interested in offering credit union services.  I e-mailed her our website and mailed her some information to share w/ the general manager.


Description:
I e-mailed Myra to see if she has a few minutes to talk w/ me about Allegacy.  I received a reply from Myra letting me know that they are declining my offer to affiliate because they use their corporate credit union.  I thanked her for the e-mail and asked her to contact me if anything changes in the future.


Description:
I e-mailed Charlotte to see if they are going to allow us to do an educational seminar.


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I e-mailed Carolyn business account information.


Description:
I received a revised proposal from Carolyn for me to review. I forwarded it on to Belinda to review the paragraph on exhibit space.  I e-mailed Carolyn our changes.


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I left Shelley a voice mail message to see if she has found out any more information.


Description:
I spoke w/ Cindy. She passed the information on to the owner and hasn't heard back yet.  I told her that subcontractors would not be eligible under them but that the subcontracting company could sign a separate request letter.  She is going to pass that information on to the owner and call me if they decide to join.


Description:
I e-mailed Ginger to see if she would like to schedule an educational seminar.


Description:
I spoke w/ Jane.  Tom is out of the office for the next couple days.  He will be back Tuesday.  I'll try to follow up w/ him then.


Description:
I e-mailed Linda to set up the initial sign up.


Description:
I spoke w/ Sherry and explained that I am the representative in the area.  She is going to talk w/ John Suddreth about having me come out to the next sales meeting.  All of the agents in the area attend the sales meeting.  They have 50+ agents in addition to the 14 staff employees.  I checked w/ Belinda to see what the request letter said to make sure we can include the agents.  I spoke w/ Sherry to verify the agents' eligibility and they are paid from Lake Norman Realty.  We spoke about the no-surcharge ATMs, single service fee, and deposits.  She told me that she could not offer direct deposit to her employees which was ok'd by the board.  I mentioned our new direct deposit option through the internet.  She is going to check w/ the employees to see if anyone is interested in having their checks direct deposited.


Description:
KING - Held enrollment with the following results: 3 payroll deductions, 1 overdraft, and 1 holiday club.


Description:
KERNERSVILLE - Followed up with Kelly regarding the information packet sent. She transferred me to Todd Aron, the company owner. He is very interested in offering CU benefits and has decided to affiliate. I discussed several services that we offer. He is mailing in the affiliation paperwork by early next week. He also gave me a referral to another company in Winston-Salem: Nationwide Marketing Group.


Description:
WINSTON-SALEM - Sent Bob Swift, owner, an email regarding possible affiliation with Allegacy. This group has 50 employees. They were referred by Todd Arron from Vianet Solutions in Kernersville.

Bob Swift returned my email and I sent him our information packet. Will follow up.


Description:
I am working with Dean to get him set up as a member and do a car loan for him. I also have emailed information that we will include in a abenefit communication piece that will go out in September to all 15,000 employees.


Description:
I left Dutch a voice mail message to find out what she needs from me for the newsletter.


Description:
Every time I ask to speak w/ someone in HR about credit union services I get transferred to Breco Credit Union.  This time I asked to speak w/ someone in employee benefits and they transferred me to Angel.  Angel is out of the office.  I will try her again next week.


Description:
I left a voice mail message for Jennifer.


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I left a voice mail message for David to see if he is interested in offering a local credit union for his Charlotte employees.


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I left a voice mail message to see if Nena would like to offer local credit union services to her Charlotte employees.


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I left Mike a voice mail message to follow up on the information I mailed.


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I received a note from Katheryn that she wants to do a lunch and learn on autobuying. I told her we need at least ten to come. I gave her two available dates. We will provide box lunch  for up to 15 people.


Description:
Carl and his staff attended the sponsor company lunceon. He was very interested in what makes us different from other credit unions like Truliant. He said that he would do all he could to promote Allegacy and help us to grow this market.


Description:
Anya called to see if Tim was coming to sponsor company lunch and left message for him.


Description:
Crystal continues to send in enrollment forms and checks for membership. She will not allow us to do an enrollment but she promotes the credit union at new employee hires and posters for existing staff.


Description:
Allegacy is sponsoring an event for them on June 17th. David will work this event with Chris Gwyn form the Kernersville staff. We paid $250 to sponsor this play.


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KERNERSVILLE - Attended sales call with Clay Perkins and other church managers regarding affiliation. He requested that I follow up early next week to check on their decision.


Description:
WELCOME - Left a voicemail for Melissa Kiger following up on the information I had previously sent her regarding new products, services, and promotions. In the message, I stated that we would like to discuss possibilities for increasing employee participation in the credit union.

5/16/05 - Received a call back from Melissa to discuss new promotions and participation. She had not reviewed the information previously sent yet, however, is checking with Joanna to see if she has the materials. Melissa would like to see what all is new with Allegacy, and seemed very receptive to promoting our services to their employees.


Description:
GREENSBORO - Left a voicemail for Bill regarding possible affiliation with Allegacy. This company has 80 employees.


Description:
GREENSBORO - Called and spoke with Linda Whitaker regarding possible affiliation with Allegacy. Their company is located on the same street as our new financial center. I am sending her our information packet today and will follow up. The company has 40 employees.


Description:
I e-mailed Lester the new plant HR manager to see if he is available to meet for lunch so I can introduce myself and Allegacy.  I also e-mailed Sheila to see if she can help me get in touch w/ the employees who's membership applications were not opened because the e-ports didn't match the addresses on the apps.  I tried to call but Sheila was out of the office and the person who answered the phone said she didn't have any of those employees on her list.  I also tried the automated phone directory but none of them were in the system.


Description:
I received an e-mail from Carolyn verifying the paperwork and letting me know she is planning on going to the financial center to open an account tomorrow.  I replied that we need the request letter, factors to consider form, and by-laws.  I also let her know that they will not be eligible to open a business account until they are approved at the June board meeting. She replied and asked me to e-mail her the factors to consider form.  I e-mailed it to her and offered to pick up the paperwork when she has it ready.


Description:
I spoke w/ Larry about doing a sign up.  He is going to check w/ the plant manager and asked me to e-mail him in a couple days. They now have 350 employees.


Description:
MOCKSVILLE - Called to follow up with Belinda Shaw. She was not available to come to the phone; however, the operator informed me she had our information packet and was currently reviewing it. She commented Belinda would be calling me soon to discuss.


Description:
I spoke w/ Jerry to see if we can come out and do an educational seminar.  He suggested I do one off site because they don't have time to have one on site.  I asked about lunch and he told me they take lunch at different times. He is planning on signing up.


Description:
I left a voice mail message for Gail to talk about what we can do to increase penetration.


Description:
HIGH POINT - Left a voicemail for Ellen Jones following up on credit union benefits. I also sent an email requesting for her to get in touch with me at her earliest convenience.

Ellen responded to my email informing me she forwarded my message on to Lee Ann Bethel, their business manager.

Lee Ann sent me an email informing that there was interest in possible affiliation, and that she will contact me in the next few weeks to discuss.


Description:
GREENSBORO - Left a voicemail for Barbara regarding possible affiliation with Allegacy. This company is located on Thorndike Road beside the new fiancial center location.


Description:
HIGH POINT - Sent an email to Tonya Fowler regarding possible credit union benefits for her staff. This is a follow up to the voicemail I left last month.


Description:
I spoke w/ Gail about increasing penetration.  They are planning on doing a benefits fair in August.  Once they have a concrete date I will ask Melody to assist.  She would like 50 of the car flyers that she received in the mail.  She would also like some of the car flyers in Spanish.


Description:
GREENSBORO - Left additional voicemail for Mike Hamilton regarding possible affiliation with Allegacy.


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MORGANTON - Left a message with Barbara following up with the information I had sent to David Tate, Program Director. I asked that he call me back at his earliest convenience.


Description:
KERNERSVILLE - Clay Perkins called and left a voicemail stating the church managers had decided against affiliation. He said they did not feel the need to offer this benefit. Will mark as lost.


Description:
I e-mailed Charlie to schedule a sign up in June.  Charlie replied that they are rolling out a flexible spending plan in June and she will be spending the month learning about it.  She asked if we could do it in July.  I responded with the dates I am available in July.  I also asked her what times would be best to cover all three shifts.


Description:
WINSTON-SALEM - Called to reach Roger again, but he was busy at the time. He would like to speak with me, but asked that I call back at a later time.


Description:
Adding several physicians offices and health club in Kernersville.


Description:
I left a voice mail message for Ashley to find out who our contact will be in Charlotte.


Description:
GREENSBORO - Left additional voicemail for Greg to follow up.


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I e-mailed Patricia to see if we can schedule a sign up in July since it will be a year since we enrolled the employees.


Description:
I e-mailed Larry to see if he is available for me to take to lunch the week of June 6th to show our appreciation for everything he has done to support Allegacy since it was not convenient for him to attend our sponsor company luncheon.


Description:
David from PFP attended the visit w/ me.  We didn’t see very many employees.  Lucy told me they are thinking about doing a benefits fair in the fall.  I think we will have more success at that event.


Description:
I e-mailed Larry per his request to follow up on scheduling a sign up.


Description:
Patricia e-mailed me to let me know when she and Connie will be on vacation this summer so we can schedule the sign up.  She also asked me to remind her of the date we were last there so she can provide me with a list of the new hires.  I replied requesting that we have access to all of the employees since the last time we were out was last July.  I also asked her about doing an educational seminar and which day of the week we would get the best results.


Description:
I received an e-mail from Richard requesting I send him a short list of benefits to present to the board at their meeting May 26.


Description:
I e-mailed Richard the Who is Allegacy Federal Credit Union write up from Marketing.


Description:
I e-mailed Jenni to see if she has had a chance to look over her schedule to see when it would be convenient for me to come out and do a sign up.  She replied that they will be having a company meeting 6/8 at 3:00pm and if 20 minutes is enough time I am welcome to attend.  I replied that 20 minutes is perfect and I will be able to attend. I also asked what time I should be there.


Description:
I e-mailed Jenni again to confirm my attendance at the 6/8 meeting and find out what time she would like me to be there.  I also asked how many employees she is expecting and for directions.


Description:
I spoke w/ Kimberly about coming to one of their meetings.  The next one is June 1st from 7:30-9:30. Usually 15-20 members attend.  Kimberly suggested I call Kelly 704-892-9727 to make arrangements. I contacted Kelly. She asked me to bring 30 member kits; 15-20 for the attendees and 10 extra for future meetings.


Description:
I received an e-mail from Larry thanking me for the lunch offer and asking me to contact him June 6th to confirm a day and time.  I replied to see if we can schedule a day or a couple days tentatively so I will be able to reserve some time for him.


Description:
I spoke w/ Tracy who told me that Jackie would like us to give them some payroll stuffers and then leave some kits for the employees who would like more information.  They are going to send the employees who are interested to the financial center to join.  I called her back to let her know about the $50 checking special when Bus Dev is on-site.  A sign up sounded good to her but she is going to check w/ Jackie to make sure it is ok for us to set something up.


Description:
MAIN: I e-mailed Vicky Stokes to find out how many employees are at Presbyterian main.


Description:
David Foster and Anya Pacyga attended annual benefits fair with the following results: 4 new members, 1 chk, 1 DD, 4 P/D, and 2 HC.


Description:
GREENSBORO - Received a voicemail from Greg Saylor declinging affiliation with Allegacy. He said he reviewed our materials and does not want to make this change in their benefits for now. He offered that I try back again in 2006, and he may choose to look at it then. Will mark as lost.


Description:
HIGH POINT - Spoke with Beverly Boyd to follow up on the information packet sent. She said she quickly glanced at our materials, however, has since lost them. She asked that I re-send the information. She does have interest in our benefits for her staff because she has an account with Allegacy.


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


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GREENSBORO - Left a voicemail for Bruce Brenholdt regarding possible affiliation with Allegacy.


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WINSTON-SALEM - Left a voicemail for Gina informing her of our affiliation paperwork deadline.


Description:
Tracy called to ask me to e-mail her something about our $50 checking promotion for her to share with Jackie.  I e-mailed her the What's Better Than Free Checking flyer from marketing.


Description:
Larry and I tentatively scheduled a lunch meeting for June 9 or 10.  He wants me to contact him June 6 to confirm which day and time.


Description:
Patricia and I confirmed the sign up for Monday, June 6 at 12:30.


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I e-mailed Gail to let her know that Marketing will mail her 50 new car loan flyers in English as well as some in Spanish next week.


Description:
I e-mailed them on their website to see if they are interested in offering a local credit union for their Charlotte employees.  I am taking them off of my list because of their location in Charlotte.


Description:
Anya and Belinda went to enrollment: 8 new members,5 checking acct,5 direct dep,7 payroll ded.,1 auto loan appl.,1 visa card.


Description:
I e-mailed Ron to follow up on the information I e-mailed him.


Description:
Attended Packaging new benefit enrollment to have them sign payroll deduction forms for new company.


Description:
WINSTON-SALEM - Attended annual benefits fair with the following results: 4 new members, 3 chk, 3 DD, and 1 P/D.


Description:
They are part of Northeast Medical Hospital in Concord.


Description:
I left a voice mail message for Kim in Michigan to see if we can offer our services to their employees in the business park across from our financial center.


Description:
I spoke w/ Charlotte who told me this company has 16 employees off of Mount Holly - Huntersville Rd and all benefits are done at corporate.  When I asked for contact info for corporate she refused to give me a name and number but offered to take a message.


Description:
I spoke w/ Charlotte who is going to check w/ the owner to see if he would like to offer us. They only have 12 employees but our Huntersville location is very convenient.   I e-mailed her information about Allegacy.


Description:
Attended annual benefits fair with the following results: 9 new members, 10 chk, 8 DD, 14 P/D, 1 vacation club, 3 OD, 1 AIG, 2 Mort, 1 Business Acct, and 8 PFPs.


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Left a message for Shannon.Give Belinda's Ph#


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Left a message for Chris Wilson.Give Belinda's ph.#


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Left a message for Sam Rogers. Give Belinda's Ph #


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Left a message for Tina Sheets.Give Belinda's ph#


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Left a message for Gay Heath. Give Belinda's ph#


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


Description:
HIGH POINT - Called and spoke with Susan in Human Resources regarding possible affiliation with Allegacy. She requested I send our information packet to Angela Coller, HR Director. I will mail this out today with a personalized letter discussing our strong relationships with hospitals and medical practices. Will follow up with Angela.


Description:
GREENSBORO - Left a voicemail for Jill Hilliard regarding possible affiliation with Allegacy. She is the Human Resources director and part-owner in this company.


Description:
KERNERSVILLE - Called and spoke with Diana Merckle regarding possible affiliation with Allegacy. I am sending her our information packet today and will follow up. This company has 100 employees.


Description:
WINSTON-SALEM - Benefits fair scheduled for Wednesday, May 25 from 11:00-3:00pm. Event will take place outside. Clinton Daily requested we bring extra packets for him to pass out to new hires.


Description:
I talked with Susan. She said that they already have a credit union relationship. She suggested that I call their corporate office to ask if they would like to offer another choice.

I called the main office to inquire. They directed me to David. I called him and received his voicemail. I left him a message stating that some of his employees have been coming into our office to join Allegacy. I mentioned the new office location and the two in Kernersville.


Description:
I called to try to contact the HR area. I was told that you have to have the name of the person you are calling to be transferred. I explained that I was needing to talk to the person that handles benefits for the employees. She told me I would need to talk to someone in new Jersey. She was nice enough to give me the number to call.

When I called the office number given I was redirected two more times to different areas. I was finally transferred to customer relations to get the name of the person that will handle benefits. They told me that Bristol Myers has their own corporate credit union but they also offer local credit union offices. I talked with Renee and she is going to try to find the right contact person in Finance. She said they will call me back.
1-800-332-2056 Renee's number. 908-904-2200 New Jersey number and lawrenceville is 609-252-4000


Description:
I called and talked to Wanda. She is Rune Alsterholm's assistant to follow up on our visit. She said that Rune was in an all day Senior Manager meeting and that she will have him call me back tomorrow. She said that he can update me on his conversations with Greg Tinnell the VP of HR.


Description:
They called back and said that they will only offer the BMS Federal Credit Union for Bristol Myers employees.


Description:
I left a voice mail message for Charlie.  Charlie returned my call and we talked about featuring her in our Business Journal article.  She declined at first but when I told her that all she would have to do is answer some questions, our marketing department would write the article, and she would get to review it before submission she agreed to participate.  We also talked about doing a signup in July.  She prefers Thursdays.


Description:
Melody and I went to Raleigh to provide information to a diverse group of reps from their company. They were very excited about our product offerings. They have 1400 Spanish speaking employees east of LA. They have 99.4% of their employees on direct deposit or the paycard program.They asked us to collect information about the paycard program to see if we could offer this to their employees.


Description:
I attended employee orientation today.  I signed up 5 new members with 4 checking accounts, 4 direct deposit 3 payroll deductions, and 3 holiday clubs.


Description:
HVL: I left a voice mail message for Tracy to talk about doing a hotdog cookout for their employees.  Alesia suggested we do the employee apprecition on June 6 or 7 and serve hotdogs, coke, chips, and cookies.


Description:
CLEMMONS - Held enrollment with the following results: 1 new member, 1 DD, 2 P/D, 1 OD, and 1 PFP. Most employees were already members.


Description:
WINSTON-SALEM - Attended annual benefits fair with the following results: 7 new members, 7 chk, 7 DD, 7 P/D, 3 OD, 1 mort, 1 AIG, and 4 PFPs.


Description:
Lisa left a voice mail message to find out more information about Allegacy. I tried to return her call but she was in a meeting.  I left her a voice mail message.


Description:
I e-mailed Mark my products and services list and some information about Allegacy.


Description:
I received an e-mail from Mark asking for unique and substantial benefits for their students that other customers would not get.  He asked me to forward a description of the benefits to Mark Little who will be coordinating the benefits. I forwarded his request to Belinda who forwarded it to Marketing.


Description:
After talking w/ Belinda I responded to Mark Helms and cc'd Mark Little.  I explained about credit unions, Allegacy, and membership eligibility.  Mark Little replied that my request will be reviewed by a college-wide comittee and they will contact me with a decision.


Description:
WINSTON-SALEM - Scheduled to attend Patient Appreciation Day on Thursday, June 2nd from 7:30a.m.-3:30pm. Lea Dodd has asked that Allegacy promote credit cards to patients to pay for their perscriptions.


Description:
Ben called back to say that they have not experienced any turnover and they still have our materials. He said he is a credit union supporter and will continue to try to convince others to join. He does not need us to come out and hold an enrollment.


Description:
Charlie e-mailed me the times from the last visit. We confirmed July 21 at 7:00, 1:00, 2:00, &3:00.  I talked w/ Belinda about someone helping me.  She suggested I check w/ Anya.  I e-mailed Anya.


Description:
WINSTON-SALEM - Spoke with Ken Babb regarding IOOF's charter date. NCUA requires this information in order for approval. He is going to research his files and get back with me.


Description:
WINSTON-SALEM - Mailed Clinton Daily more membership packets at his request. Arbor Acres is moving towards requiring their employees to have personal accounts set up for direct deposit of their paycheck.


Description:
I spoke w/ Tom.  He presented us to the owners but has not gotten a response yet.  He is planning on following up w/ them today and suggested I check back w/ him this time next week.


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I left another voice mail message for Cortney.  Cortney returned my call and suggested I contact the new benefits administrator, Chris Ward mid July. In the past they have not been interested in affiliating with a credit union.


Description:
I sent TJ an e-mail to see if he has had a chance to check w/ his employees.  I also responded with the information he requested about who owns our credit card portfolio. Per Rick Jennings we do.  And I thanked him for the contact info for United Way.


Description:
I spoke w/ Kim.  She said that she had thought a lot about us but considering the relationship they have w/ State Employees CU have decided to decline our offer.  She said SECU is more than just a financial institution to them.  They offer scholarships.


Description:
WELCOME - Left a voicemail for Pam to set up an enrollment for June.


Description:
WELCOME - Followed up with Melissa Kiger regarding on-site enrollments and increasing participation. She said Joanna, new HR director, has decided not to allow any vendors on-site anymore. However, Allegacy can send promotional posters and membership kits that will be made accessible to staff. She also inquired about Allegacy offering cash cards. I informed her that we do not offer them at this time; however, we are looking at it for the future. I discussed our E-Z checking accounts for her employees that feel they could not otherwise get a checking. I am mailing her posters and kits today.


Description:
I e-mailed Larry to follow up on scheduling the sign up.


Description:
I spoke w/ Tracy to see if she has talked w/ Jackie about doing an enrollment.  Jackie is out all week w/ her baby who has chicken pox and will probably only be in a couple days next week.  I told Tracy I would check back w/ her the week of the 6th.


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I left a voice mail message for Linda to schedule our lunch at Harris Grille.


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KERNERSVILLE - Sent an email to Todd Aron informing him of the affiliation paperwork deadline for the June board meeting.


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I e-mailed Kimberly to get a copy of their membership application in word or .pdf format.


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I spoke w/ Lisa.  Her VP was interested in offering us and finding out more info.  I explained the affiliation process and e-mailed her the pwork.


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I left a voice mail message to follow up on scheduling the lunch meeting.


Description:
I met Irene, marketing director and Ed, general manager at the Center City chamber luncheon.  Irene e-mailed me Margarita's contact information.  I e-mailed Margarita requesting a meeting to talk about Allegacy.


Description:
I spoke w/ David Dirgens, benefits manager in Manchester, Conneticut.  He told me they do not take care of all of the locations' benefits because they have so many locations across the US.  When I asked if the decision could be made in Charlotte David told me he would check on that and either call me or have someone call me to let me know.


Description:
I spoke w/ Bob who told me he checked with the decision makers and they decided that they do not want to offer us because of their strong relationship w/ Bank of America.  The Charlotte employees get discounts on loans and other services through Bank of america.


Description:
KERNERSVILLE - Spoke with Valerie to set up an enrollment. She said they are currently planning a benefits fair for July. She does not have the details of the date and time yet. She would like for Allegacy to attend. Valerie will call me back when she knows more.


Description:
WINSTON-SALEM - Left a voicemail for Joyce to follow up setting an enrollment date.


Description:
YADKINVILLE - Left a voicemail for Barbara to set up an enrollment.

Barbara returned my call and said most of her employees work in the field. She requested I mail payroll stuffers and new membership kits for new hires. I will get this out to her today.


Description:
I spoke w/ Jill.  They are not interested in joining at this time.  Jill said the board has our information and they will contact me if they change their mind.


Description:
WINSTON-SALEM - Left a voicemail for Denise to schedule an enrollment for June.


Description:
Peggy is on vacation this week and will be back next Tuesday.


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I verified Toni's e-mail address and sent her another e-mail to request a meeting.


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I spoke w/ Christy who told me I would need to speak w/ Heather Tuttle, Benefits Mgr.  Heather is out of the office.  I left a voice mail message.


Description:
I spoke w/ someone who told me benefits are handled out of Massachusettes.  When I asked how many employees they have in Clt the man asked me if it was a marketing call. When I responded that it was a sales call he hung up on me.


Description:
WINSTON-SALEM - Left a voicemail for Lorie Shields requesting that she email business development a copy of their payroll forms to place on the Grapevine. I also requested a time for us to visit and hold an on-site enrollment.


Description:
LEWISVILLE - Spoke with Lisa Raines to follow up. She has discussed offering Allegacy with her managers and they all show interest in affiliation, however, no final decision has been made. They are in the middle of their busy season, and she said it would be difficult in getting this moved up as a priority. She asked that I call back in August to see where Kaplan's management stood on the issue then. Will mark my calendar.


Description:
I tried to contact Leigh Ann but I got her voice mail.  I haven't had much luck getting in touch w/ her since I mailed her our information.  I sent her an e-mail asking her to lunch.


Description:
I spoke w/ Yvonne who said that most of her employees have relationships w/ banks and the Hispanic employees who don't won't open an account.  I explained about our $50 checking promotion and told her about Melody.  I also explained that our loan rates are wonderful and that the employees may be interested in them even if they don't want to do their checking with us.  She agreed to look over our information.  I mailed her a packet.


Description:
I spoke w/ Tom.  The owners haven't gotten back w/ him yet.  I told him I would check back w/ him in a couple weeks.


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Received request for more membership packets from Shannon Perry. I have sent them by UPS.


Description:
Charlie e-mailed me to reschedule our July visit.  We changed it to July 20.


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Mark called me to reschedule our meeting.  We rescheduled it for next Monday, 6/6.


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I e-mailed Carolynn to see when a good time is to contact her to talk about Allegacy.


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I e-mailed Patti to see if she is available to meet to talk about Allegacy.


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I e-mailed Sarah to see who I should contact about credit union services.


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I e-mailed Donna to see if she is available to meet June 21.


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I e-mailed Kara to see if she is available to meet June 21.


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WINSTON-SALEM - Donated 500 Allegacy cups to Cheryl Cole for their CNA Appreciation Day at Arbor Acres.


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I e-mailed Joanette to see if she is available to meet.


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I e-mailed Jennifer to see if she is available to meet.


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I e-mailed Lisa to see if they have made a decision yet.


Description:
I received an e-mail from Patti letting me know they are not interested in offering us. They currently offer Carolina Cooperative.


Description:
I received a reply from Renee letting me know credit union services is not something they will be pursuing at this time.  She also mentioned that they are a wholly owned subsidiary of Regions Bank.


Description:
I met w/ Mark.  He was very interested in offering us but they do not offer direct deposit.  I told him about our automated site and he would like someone from payroll to contact him with more details.  I e-mailed Angie and asked her to contact him to explain our automated site.


Description:
Carolynn replied that they currently offer their associates credit union services through Xerox Credit Union.


Description:
WINSTON-SALEM - Dr. Franklin McCain came into our main branch interested in learning about affiliation for his 3 doctors offices. I called and spoke with him regarding benefits and set up sales call meeting for Thursday, June 16th @ 12:00.


Description:
GREENSBORO - Sent Shannon a card following up with him on credit union benefits. I have requested a meeting to discuss affiliation.


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CLEMMONS - Left additional message for Michelle to set up an enrollment.


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WINSTON-SALEM - Left a voicemail for Laura Harrell to set up an enrollment for all three of their locations (Twin City Warehouses, Adele Knits, and Data Chambers).


Description:
GREENSBORO - Called and spoke with Rachelle Brown, who referred me to Kent Price (relationship manager). I left a voicemail for Kent regarding possible affiliation with Allegacy. In the message, I let him know that we were opening our newest Greensboro financial center in July.


Description:
GREENSBORO - Left additional voicemail for Barbara regarding possible affiliation with Allegacy.


Description:
CLEMMONS - Left another voicemail for Wayne Prater regarding possible affiliation with Allegacy.


Description:
CLEMMONS - Emailed Sheila and Paul to set up an enrollment for June/July.


Description:
HIGH POINT - Received an email from Lee Ann Bethel informing me she was still interested in the CU. However, she was busy at this time. We will try to work something out for late June or July. I responded and thanked her for the update, and told her I would continue following up.


Description:
WINSTON-SALEM - Received an email from Clinton Dailey discussing accounts for his employees. He would like to enforce direct deposit for his entire staff. He would preferably like them set up at Allegacy. I emailed him and discussed account options for his staff, which may have some credit issues.


Description:
WINSTON-SALEM - Mailed Gina a card encouraging her to submit paperwork for affiliation.


Description:
KERNERSVILLE - Mailed Diana a card thanking her for her interest in our services, and encouraging her to send in affiliation paperwork. She has verbally committed to wanting to partner.


Description:
KERNERSVILLE - 6/8/05 Received affiliation paperwork.


Description:
KERNERSVILLE - Left additional voicemail for Gay Heath to set up an enrollment for June/July.


Description:
MOUNT AIRY - Left additional voicemail for Greg to set up an enrollment for June/July.


Description:
GREENSBORO - Phone number and website address are invalid for this company.


Description:
GREENSBORO - Called and spoke with Linda Whitaker to follow up on the information packet sent. She is part of their senior management team and is going to take our materials to their executive meeting next week. She asked that I call back in 2 weeks to further discuss.


Description:
I received a call from Sonya stating that we have a new contact person, Tammy. She is out of their Bristol TN office. I have updated seg manager to reflect her contact information. They are keeping the winston salem office open.


Description:
GREENSBORO - Sent an email to Laura Smith regarding possible affiliation with Allegacy.


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


Description:
GREENSBORO - Left a voicemail for Melody Ingram regarding possible affiliation with Allegacy. Melody is located in Columbus, GA where the company's benefits are administered.


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


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


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


Description:
I am working with Jimmy to do a mailing to the membership. They are providing us a mailing list to our vendor. Cheryl has prepared the letter and we will send out as soon as they get the memberhsip list cleaned up.


Description:
We are ready to do the atm. The IT building will be done in two weeks. I contacted Julie and Jerry about installation. 

The car program letter has gone out. We are getting numerous calls in the call center about financing their company cars. I placed a copy of the letter in the general parts folder.

Elizabeth is sending me the application and factors to consider. We want to get this moving as quickly as possible. I will begin working on the NCUA paperwork.


Description:
I attended a sign up today.  I picked up 2 payroll deduction forms and gave out information to a couple of employees.  Patricia asked me to mail her some ATM brochures.


Description:
CLEMMONS - Held enrollment with the following results: 3 new members, 3 chk, 3 DD, 2 P/D, 2 OD, 2 AIG referrals, and 1 PFP.


Description:
I e-mailed Mike to follow up on the info I mailed and see if he has made a decision.


Description:
I e-mailed TJ to see if he has had a chance to talk w/ his employees about the credit union.  I received an e-mail from TJ that his employees had very little interest in a credit union.


Description:
I spoke w/ Peggy.  She told me they do not need credit union services.


Description:
MT. AIRY - Amy called to schedule enrollments for July 12th (Mt. Airy), 14th (W-S), and 15th (GSO). All offices are tentatively scheduled to start at 9:00am.


Description:
I tried to contact Chip but I got his voice mail.  I asked the receptionist for an e-mail address but she told me that they are not allowed to give it out. She suggested I try Tom who is one step below Chip.  She thought I might have more success getting in touch w/ Tom.  I left Tom a voice mail message.


Description:
I spoke w/ Linda.  Her best friend died from cancer last weekend.  They have completely been bought out by Sonoco so she has been really busy transitioning. First payroll is in July. She told me to check back w/ her in September about scheduling an enrollment.


Description:
Charlotte presented to COO who checked w/ a couple people in Charlotte and Raleigh and decided that most of the employees are established w/ their local banks and did not see a value in offering us.  Charlotte promised to let us know, if anything changes.


Description:
I e-mailed Patty to see if she needs any additional information from me.


Description:
Lisa gave the paperwork to Chuck to sign.  She has been on vacation so she hasn't had a chance to follow up with him.  She told me she will mail it as soon as she gets it back.


Description:
KERNERSVILLE - 6/10/05 Received affiliation paperwork.


Description:
I received an e-mail from Linda with a potential meeting date.


Description:
GREENSBORO - Called to reach someone in human resources for this company. There was no answer or voicemail service. Will try back later.


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


Description:
GREENSBORO - Called and spoke with Joan, who informed me benefits are administered out of their main office in Charlotte. The main number is (704) 372-7766. Sending referral to Rita Pressley.


Description:
WINSTON-SALEM - Left a voicemail for Linda to scheule enrollments for June/July. She is currently out of the office until June 20th. Will need to follow back up.


Description:
I e-mailed Shelley to find out who I should follow up with about the credit union.  Shelley didn't know who the best person would be but she suggested I wait until the end of summer because they are going through a computer conversion this summer.


Description:
I spoke w/ Melanie.  They surveyed their employees a few months ago and found very little interest in a credit union.  I offered to do an educational seminar to encourage interest but she told me they aren't interested at this time.


Description:
I received a voice mail message from Tom but for some reason the message was cut off after his name and the company name.  I called and left him a voice mail message letting him know I wasn't able to hear his message and asking him to call me again.


Description:
Belinda e-mailed me this referral from Anita Crawford.  They have 25 employees in Charlotte.  I spoke w/ Bertha and e-mailed her the paperwork necessary to join.


Description:
I received an e-mail from Gail.  We have permission to  set up a booth at their Anniversary/Open House Aug 6 from 11:30-2:30.  She asked me if we had a booth and to send her the size so they can make accomodations.  I e-mailed Melody to see if she can help with the event.  I e-mailed Belinda to see if we have a booth.  We have a 6ft table and 8ft tent we can borrow from Cathy.


Description:
I replied to Gail to give her the dimensions of the table and tent we will bring.


Description:
Jenni e-mailed me  to cancel my presentation because they cancelled the employee meetings for the next couple of months.  She suggested I contact her at the end of July to reschedule.


Description:
Margarita replied to let me know they are currently affiliated w/ another credit union.


Description:
I received a reply from Sarah letting me know they have an outsourced HR Dept, HR Excel.


Description:
I spoke w/ Lynne.  They only have 10 employees but they are located across the street from our location in the Huntersville business park.  I am going to mail her a packet and e-mail her some information.  They do offer direct deposit.  I mailed a packet and e-mailed her my product sheet, no-surcharge ATM listing, our website, and the request letter.


Description:
I spoke w/ Becky. They only have 2 employees.  She asked me to mail her some information. I told her about our location and that she could go over and join if they are interested.  I mailed her a packet.


Description:
I left a voice mail message for Cynthia.


Description:
I sent Teddi an e-mail requesting a meeting.


Description:
MAIN: I received a voice mail from Leavie letting me know that she has 13 emplolyees who have signed up for tomorrow's seminar.  

I e-mailed Vicki to get directions to the classroom.  Vicki e-mailed me directions.


Description:
GREENSBORO - Left additional voicemail for Joe Hilliard regarding possible affiliation with Allegacy.


Description:
WINSTON-SALEM - Left a message with Bob Swift to follow up on the information packet sent.

Received a call back from Bob stating he had a very high interest in offering our benefits. His company is currently moving into the new Oakwood building on Stratford Road and he asked that I call back in late July to get them set up. His group has 50 employees.


Description:
The e-mail I sent last week came back undeliverable so I called to verify the address and resent the e-mail.


Description:
GREENSBORO - Called and spoke with Karen in their local Greensboro office. She referred me to HR, which is located at their headquarters in Mass. I briefly spoke with one of their representatives about possible affiliation, however, was not able to touch base with the correct person. Will try again later.


Description:
KERNERSVILLE - Called and spoke with the receptionist about possible affiliation with Allegacy. She informed me there is only 2 employees at the church and there isn't interest in a credit union. This group was a referral from Anita Crawford. Will mark as lost.


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


Description:
GREENSBORO - Mailed a personalized letter to Cory Cune offering our free benefits to employees through no-cost affiliation. I included my contact information. This is a follow up to my repeated voicemails.


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


Description:
GREENSBORO - Left additional voicemail for Sue Miller regarding affiliation.


Description:
HIGH POINT - Left a voicemail for Angela to follow up on the information packet sent.


Description:
GREENSBORO - Called and spoke with receptionist who said HR Director was not interested. She would not transfer the call to his line. Will mark as lost.


Description:
GREENSBORO - Called and spoke with Missy Stone regarding possible affiliation with Allegacy. Her office is based out of Irving, Texas. I am sending her our information packet today, and will follow up.


Description:
I received a phone call regarding the emergency loan program. They have not signed the paperwork to implement. It was sent to them in 2004. I have emailed Marc a copy of the agreement and asked him to sign and get it back to me. I informed him that this would come to the board in July with an implementation date of August 1, 2005.


Description:
Attended benefit fair at Wake Forest. Approx. 300 people in attendance. Gave them a door prize of $50 walmart gift card.


Description:
Received a phone call from Rebecca requesting 100 packets. She is having orientation on Monday and needs them for that time.


Description:
I received a phone call from Elizabeth. She said that we will only be able to come out at their annual benefit fair which is usually in December. She said they hand out our materials to all new hires and will contact us with any needs.


Description:
GREENSBORO - Called to reach Meredith Sapp in Human Resources regarding possible affiliation. The receptionist informed me she was out of town all week and would return Monday. Will follow up early next week.


Description:
WINSTON-SALEM - Left additional voicemail for Lorie requesting she email their direct deposit forms for us to post on the Grapevine. I also asked that we set up an enrollment for June/July.


Description:
Called and talked to Carol. They are working with us on the DW Golf Tournament. We are asking them to cover the hole in one with cars. She asked me to contact Jeff on Monday to get him to support the idea.


Description:
HIGH POINT - Sent an email to Bill Trone following up on my voicemail, offering our credit union benefits to his staff.


Description:
WINSTON-SALEM - Called and spoke with Jo Peay to request her help in setting up another ice cream social for the research park employees downtown. We are working to set a date and book the space. She also requested information on the ATM that was supposed to be in place now downtown. I told her I would get a situation update from Ray Crouse and touch base back with her. Jo's email is: jo.peay@targacept.com.


Description:
GREENSBORO - Sent an email to Mr. Morgan regarding possible affiliation with Allegacy.


Description:
GREENSBORO - Left a message regarding possible affiliation with Allegacy for Larry Heckram, HR contact for PBM. He is located at their headquarters in Raleigh. Their Greensboro office has 225 employees.


Description:
GREENSBORO - Sent Emily Downs, director in the W-S office, an email requesting her help in adding the Greensboro office to our field of membership. Previously, Emily and I have been communicating through email to obtain an electronic format of Bayada Nurses' direct deposit forms.


Description:
HIGH POINT - Followed up with Beverly regarding credit union benefits. She is taking our information to her managers meeting this week to vote on affiliation. She asked that I call back next week for the results. She is already a member of Allegacy and advocate of credit union. Will follow up.


Description:
WINSTON-SALEM - Met with Dr. McCain and discussed possible affiliation and credit union benefits. He has a strong interest in or services and will consult his office manager. He asked that I follow up next week to see what decisions had been made.


Description:
CLEMMONS - Scheduled to attend additional enrollment on Wednesday, June 29th @ 11:00am for the company's CEO and his wife - at his request.


Description:
WINSTON-SALEM - Received an electronic copy of company's direct deposit form. Lori Shields also indicated to me that she will dicuss an enrollment time with her managers and get back with me.


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


Description:
GREENSBORO - Called and spoke with Pat regarding possible affiliation with Allegacy. She said her company is not currently affiliated with a CU, and there is not a lot of interest. She said I could send the information and follow up, but she did see this going any further. Will mail out sales packet.


Description:
WINSTON-SALEM - Received an email from Jo Peay stating she had reserved the research park for the ice cream social for Tuesday, July 26th. July 27th will be our rain date. I am creating a flyer and will email it to her early next week. I responded thanking her for her help.


Description:
GREENSBORO - Called and spoke with Doreen Miller about possible affiliation. She is open to offering a credit union, however, wants to see what level of interest her employees have. I am sending her our information packet today, along with an employee interest survey. Will follow up.


Description:
GREENSBORO - Called and spoke with Barbara regarding possible affiliation. She was very positive towards credit unions and was open to reviewing our information. I am sending her our sales packet today and will follow up.


Description:
I sent Charlie an e-mail to see if she will be a reference for Bonded Logistics and to confirm the changed date of our visit.  I e-mailed Anya to see if she is available to help but she will be doing a novant banking day.


Description:
I e-mailed Sheila to see if she will be a reference for Bonded Logistics.  She replied that she would be.


Description:
I received an e-mail from Larry aplogizing for not replying sooner about lunch this week.


Description:
I e-mailed Judy to schedule a visit in July & schedule lunch.  I also e-mailed her the name change letter for her to print out and sign.


Description:
I tried to contact Tom but he is out of the office.  I spoke w/ Jane but she doesn't know Tom's e-mail address and he doesn't have voice mail.  She suggested I try him Monday.


Description:
I left Sherry a voice mail message to follow up on scheduling an enrollment.


Description:
I e-mailed Tracy to see if she has had a chance to talk w/ Jackie about the enrollment yet.


Description:
I e-mailed Leigh Ann to see if she is still interested in learning about Allegacy.


Description:
I e-mailed Yvonne to see if she has had a chance to look over the information I sent her and see if she is available to meet for coffee.


Description:
I e-mailed Doug to see if he is interested in offering credit union services.


Description:
I e-mailed Linda to confirm our meeting this afternoon.  

I met w/ Linda.  She was very interested in our products and services.  Last weekend she saw our location for the first time.  She shops at BiLo but never noticed us before.  The currently offer Corporate America.  She asked me about Truliant.  I told her about the shared branch network.  I also gave her our contacts at Siegling and Carrier as references.  She was impressed w/ Carrier because they do business with them.  Linda is going to check w/ Barbara Woodall to see if she would like to offer Allegacy in addition to Corporate America.  She asked me to check back w/ her Tuesday.  She has a meeting w/ Barbara Monday afternoon.


Description:
I e-mailed Martha to see if she is available to meet for coffee.


Description:
I called to speak to Joe to check on status of our request for affiliation. I received his voicemail. I left a message asking him to update me.


Description:
I called and talked to Wanda. She said that Rune was on a conference call and that he has not mentioned to her what Greg said about affiliation. She said she would check with him and call me back.


Description:
KERNERSVILLE - Attended enrollment for opening night of "Annie." Spoke to several people and passed out information on the credit union.


Description:
WINSTON-SALEM - Left a voicemail for Kenyon following up on the information packet sent.


Description:
WINSTON-SALEM - Called to reach Kimberly Stallworth, who I was told is no longer employed with the company. No interest in offering CU benefits. Will mark as lost.


Description:
HIGH POINT - Left a voicemail for Jim Hodge regarding possible affiliation with Allegacy.


Description:
I received a reply from Paulette letting me know that she is working with Deborah Townsend w/ Corporate America Family Credit Union.  I replied to thank her for responding and letting her know the benefits of offering more than one credit union.


Description:
I e-mailed Paulette to try to schedule a meeting.


Description:
Judy responded that she mailed the letter and told me that she is available for lunch on the 19th.  I replied that I haven't received it yet and asked her to mail it again.  I confirmed lunch on the 19th at 11:30 am and asked her to schedule a visit.  She replied to confirm lunch date and time and told me we will the visit over lunch.


Description:
I finally received a reply from Dutch about the newsletter.  They will be producing the next one in about two weeks or so.  The layout is 8 1/2 x 11 so we can do a 1/2 page ad or article.  The article can be in word format and ads in either Word, Publisher, or PDF.  I forwarded the request to Cheryl.


Description:
I received a reply from Tracy.  They would like to schedule the initial enrollment fro July 21.  I replied that I am available.


Description:
Martha replied letting me know her schedule.  She only works Mon, Tues, and Thurs from 9-2.  She asked me to call her to schedule something.


Description:
I received a reply from Milly that they are not interested.


Description:
I e-mailed Milly to try to schedule a meeting.


Description:
I received the payroll deductions from payroll because Bayada does not accept our forms.  I contacted Julie but she didn't know how they handle it and asked me to find out how they do it in Winston.  I e-mailed Belinda to find out what to do.  I e-mailed Julie Bayada's payroll form and mailed her the 2 employees' payroll deduction forms.


Description:
I received a call from Angie regarding an employee who is interested in getting an emergency loan from us.  I told Angie I needed the signed agreement from Carl.  Carl called me to let me know that he can't find the agreement and asked me to e-mail it again.


Description:
I e-mailed Carl the emergency loan agreement for him to sign.  Carl replied to let me know that he put it in the mail today and asked that we get started on the loan asap.  I tried to call him to get the process started but he was out of the office so I spoke w/ Ashley.  I talked w/ Belinda to find out what we need to get the loan processed by Saturday.  I left a voice mail message for Ashley to talk about what Belinda needs.  I spoke w/ Ashley and explained the procedure and asked her to have everything compiled by tomorrow morning so I can pick it up and fax it to Belinda.  Ashley agreed to take care of it by morning and then called me to let me know they decided to go ahead and give the employee the loan this time so that we wouldn't be rushed.


Description:
I spoke w/ Martha.  We scheduled a meeting Thurs 6/30 at 10:00am


Description:
WINSTON-SALEM - Called and spoke with a staff member about possible affiliation. She said I would need to speak with Mitsy Hutchens, administrator. Mitsy was not in, but I will try back later this week.


Description:
GREENSBORO - Left a voicemail for Patsy Perkins regarding possible affiliation with Allegacy. I indicated our GSO financial center opening date was next month in July.


Description:
GREENSBORO - Left final voicemail for Bruce regarding possible affiliation.


Description:
WINSTON-SALEM - Left a voicemail for Jennifer regarding possible affiliation with Allegacy.


Description:
HIGH POINT - Called and spoke with Kathy Brewer regarding possible affiliation with Allegacy. She said they are already using another credit union, but would consider an additional one if she felt it was convenient for her staff. I am sending her our information packet today and will follow up.


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


Description:
GREENSBORO - Left additional voicemail for Sue regarding possible affilaition.


Description:
I received a call from Carolyn to make sure we received her paperwork and to find out the status.  She told me she e-mailed me last Friday or Monday but assumed I must not have received it when she didn't hear from me.  I sent Brandon an e-mail to look into it.  I told her they have been approved and we just need the application to put on our website.  They have a newsletter they would like to announce the membership in.  I e-mailed Carolyn and Cameron,who does the newsletter, an article that we have used for past associations.


Description:
WINSTON-SALEM - Left a voicemail for Mitsy Hutchens regarding possible affiliation with Allegacy.


Description:
I received an e-mail from Tracy. They are having a benefits discussion day for us and Prudential 401K July 21 at 9-11:30 am in conference room at Town Hall & 1-3 pm at police department. I e-mailed Belinda to get help.


Description:
GREENSBORO - Left additional voicemail for Bruce regarding possible affiliation. This office has 585 employees.


Description:
GREENSBORO - Left additional voicemail for Kent regarding affiliation.


Description:
GREENSBORO - Called and spoke with Jack Boxman regarding possible affiliation with Allegacy. His company does not currently offer a credit union and may be interested in benefits. I am sending him our information packet today and will follow up. This group has 50 employees.


Description:
GREENSBORO - Called to reach John again. There was no answer and voicemail did not pick up. Will try back.


Description:
WINSTON-SALEM - Emailed Jo a copy of the flyer she will distribute to the tenents of the Research Park advertising our Ice Cream Social on July 26th.


Description:
I called Wanda and she gave me Greg;s phone number. Greg's secretary said that Greg travels a lot so I should leave him a voicemail and he will call me back. He started in his position in October. I left him a message that we met with Rune and would like them to add Allegacy to their benefit package. I asked him to call me back.


Description:
I spoke w/ Vickie but she was in the middle of training and asked me to contact her in the morning after 9.


Description:
I left a voice mail message for Tom.  I spoke w/ the receptionist to find out if they have already moved and if they are moving to Huntersville.  She thought Huntersville sounded right but she doesn't think they have moved yet.  She suggested I talk w/ Maryanne, the secretary of the VPs. I left Maryanne a voice mail message.


Description:
Cathy called and left a message for Chuck to see if he would update us on their choice of a credit union.


Description:
I left a voice mail message for Linda to see what Barbara's decision was.


Description:
I spoke w/ Vickie and explained once again that the request letter is not a contract.  I also told her that the Town of Cornelius affiliated. She asked me to e-mail her everything I just told her and she would forward it to the town assistant manager. I sent her the e-mail.


Description:
HIGH POINT - Sent Lee Ann an email following up with her on our last conversation. This group has 30 staff/board members and has a high interest in affiliation.

Lee Ann emailed me back and we set up a sales meeting for Wednesday, July 13th @ 10:30am.


Description:
WINSTON-SALEM - Spoke with Dr. McCain to follow up on our sales meeting. He has decided to affiliate his 3 offices with Allegacy. He will submit the paperwork this week and would like to set up lunch meetings for his offices to introduce us as their newest benefit.


Description:
MOCKSVILLE - Followed up with Scarlet Hampton to see what decisions had been made regarding affiliation. She said they presented our materials to HR, but they did not have an interest in offering our services. Scarlet mentioned we could call back in a few months to try again.


Description:
GREENSBORO - Left a voicemail on their general mailbox regarding possible affiliation with Allegacy. I asked that someone from their business or finance office return my call to discuss.


Description:
MOCKSVILLE - Left final message with the receptionist asking that Belinda Shaw return my call to discuss benefits. This is a follow up to the information they requested on our services.


Description:
I called and left a message for Jeff Wilt, a personal contact who is the area manager for Cintas to see if I could enlist his support for the greensboro location and our new financial center.


Description:
I contacted Hazel from an article in University City Magazine.  Hazel suggested I contact Elaine Decoste, the president.  I left a voice mail message for Elaine Decoste.


Description:
I spoke w/ one of the board members.  They are not interested in becoming involved or promoting us to their members.


Description:
This organization was in the University City Magazine.  I tried to contact Nicole Abry but she was not at home.  I sent an e-mail requesting affiliation.


Description:
WINSTON-SALEM - Left a voicemail for Debbie requesting we set up an enrollment for her staff w/ lunch provided. She is on vacation this week.


Description:
KERNERSVILLE - Left a voicemail for Diana letting her know that Parks Chevrolet had been approved and her employees were now eligible for membership. I also requested that we set up an enrollment for July.


Description:
WINSTON-SALEM - Left a voicemail for Chip letting him know his company had been approved. I also requested that we set up an enrollment for July.


Description:
I spoke w/ Stephanie Hall-Smith.  She used to be our contact at Ikon Office Solutions two years ago.  She is going to check to see if KB Homes is interested in affiliating with us.  She asked me to e-mail her the letter so she can check w/ corporate and see if they have a problem with her signing it.  I e-mailed the request letter.


Description:
Greg Tinnel called me back and left voicemail about 6pm last night. I called back and his secretary said he is an a two day meeting. She connected me to his voicemail and I left him 4 available dates to meet in person. She said he would call me back later tonight.


Description:
I e-mailed Julie to see if she would hand out the auto loan payroll stuffers with the employee paychecks.


Description:
I spoke w/ Trudy Mitchell who told me I called at a very bad time and asked that I call her mid next week.


Description:
I tried to contact J. but he was in a meeting. I sent him an e-mail to see if he is interested in offering Allegacy to his employees.  They have 39 employees in Cornelius.


Description:
I spoke w/ Linda.  Barbara wanted some more time to look over the information so Linda suggested I contact her next Wed.


Description:
GREENSBORO - Sent W. A. Carroll, administrator, an email regarding possible affiliation.


Description:
KERNERSVILLE - Sent Todd an email informing him that his group had been approved and that we would like to set up a time for an enrollment in July.


Description:
GREENSBORO - Called and spoke with Meredith Sapp regarding possible affiliation with Allegacy. She is not aware of a CU service currently being offered to the staff, and asked that I send our information. I will mail this out to her today and will follow up.


Description:
GREENSBORO - Left a vociemail for Jack Henderson regarding possible affiliation with Allegacy. Jack is based out of the Charlotte office, and I informed he we had locations to serve his Greensboro and Charlotte employees.


Description:
GREENSBORO - Left additional voicemail for John regarding possible affiliation with Allegacy.


Description:
GREENSBORO - Left a voicemail for Wendy regarding possible affiliation with Allegacy. This company has 100 employees and is located on Thorndike Rd near our new financial center.


Description:
GREENSBORO - Left a voicemail for Jamie Prentice in their corporate office in Mass. regarding possible affiliation with Allegacy. I mentioned we would like to offer our benefits to their Greensboro office located near our new FC.


Description:
WINSTON-SALEM - Sent Ken an email asking him to update me on IOOF's charter date. We need this information before moving forward with adding the assoication.


Description:
GREENSBORO - Received a call from Linda Shean saying Ronco Communications would like to offer our benefits to their staff. She asked that I re-send the affiliation paperwork for them to fill out. She will return them early next week.


Description:
GREENSBORO - Received a call from Niese Whitfield in Human Resources. She said she would like to consider offering Allegacy's benefits to staff. They are currently with Summit CU, and she does want to run this by their management. She asked that I call and speak with her again on Monday, in addition to speaking with Margret Woodrum.


Description:
Greg and I have played voicemail tag. He is a meeting until late tonight. I will try again on Monday.


Description:
They currently offer Charlotte Metro Credit Union.


Description:
I spoke w/ Donna who is not interested in offering us.


Description:
I spoke w/ Dennis who didn't think the owner would be interested but promised to ask.  I e-mailed him information to present to the owner.


Description:
I e-mailed Angie to find out if she has spoken w/ Mark Lisy.  She replied that she passed the information on to Kelly and will check w/ her Monday to get an update.


Description:
I spoke w/ Sandy Miller in Clt who told me all benefits are handled in Atlanta. She suggested I contact Kathy Ellis.  I tried to contact Kathy but she was not in her office.  I left a voice mail message.


Description:
J. replied that he is not interested in offering Allegacy.


Description:
I left a voice mail message for Heather.


Description:
I tried to contact Lora but she is on vacation today.  I will try her again next week.


Description:
I contacted this company.  The receptionist told me that Darlene would be the person I need to speak w/ but that she is on vacation until next Tuesday.


Description:
I spoke w/ Libby.  She is not interested in offering Allegacy.


Description:
I e-mailed Bruce to see if he would like to offer Allegacy to his employees.


Description:
WINSTON-SALEM - Received a message from Debbie requesting that we hold an enrollment on Thursday, July 7th @ 8:30am for her staff. I called her back and left a voicemail confirming we would attend.


Description:
WINSTON-SALEM - Scheduled enrollment for Tuesday, July 12th from 1:00-3:00pm. The time is subject to change, Chip will confirm this with me closer to the date.


Description:
KERNERSVILLE - Scheduled 2 shift enrollments for the staff. First meeting on Wednesday, July 13 @ 9:00am, and the second meeting on Thursday, July 14 @ 1:30pm. I am also sending her payroll stuffers about credit union as new benefit.


Description:
KERNERSVILLE - Left a voicemail for Todd requesting to set up an enrollment for July.


Description:
WINSTON-SALEM - Followed up with Kenyon regarding credit union benefits. He thinks our services will be a good fit for his employees and he has decided to affiliate with Allegacy. He is discussing the credit union with the other managers and will call me back again this week to get the paperwork submitted.


Description:
WINSTON-SALEM - Left voicemail for Gina letting her know that we had still not received their affiliation paperwork. I asked that she call me back to discuss.


Description:
WINSTON-SALEM - Followed back up with Ken about finding IOOF's original charter date. He said he is still looking and thinks he can find it. He will call me within a week or two if he can't, and we'll discuss where to go from there.


Description:
HIGH POINT - Left additional voicemail for Angela following up on the information packet sent.


Description:
GREENSBORO - Left a voicemail for Kim following up on our last conversation regarding affiliation. She had asked that I call back in late June to schedule a sales meeting.


Description:
WINSTON-SALEM - Received a message from Joyce Brown. I called back and spoke with her about holding an enrollment. She said several of her employees were wanting to learn more about Allegacy. She is checking their calendars and will see if an enrollment can be held. In the mean time, she has requested I send 5 membership kits. Will send out today.


Description:
I e-mailed Ashley and Carl an example of the emergency loan employee application for them to use to devise their own.  I also requested she e-mail me the names and phone numbers of the personnel who will be contacting Lonnie and Jennifer about employee emergency loans.


Description:
CLEMMONS - Met with Chad Williams, the company's CEO. He signed up for membership and a money market account. I have referred Karen Morgan to him, because he is a good candidate for wealth management, and is interested in possible LOC, money markets, car refinancing, etc. In speaking with Karen, she will follow up with Chad this afternoon.


Description:
Angie sent me an e-mail letting me know that Kelly contact Mark about the automated payroll service.  I left a voice mail message for Mark find out his decision.


Description:
I e-mailed Charlie the business journal ad for her to approve.


Description:
HIGH POINT - Left a voicemail for Beverly following up on the manager's meeting. I requested that she call me back to let me know if they voted in favor of offering credit union benefits.


Description:
GREENSBORO - Called to reach someone in HR. I was transferred to their department, but no one was available to come to the phone. Will try back later this week.


Description:
GREENSBORO - Called and spoke with Cecil Collins regarding possible affiliation with Allegacy. This company has 30 employees and is located 1 block from our new financial center. They currently offer another credit union, but may be interested in Allegacy as well because of it's close lcoation. I'm sending him our information packet and will follow up.


Description:
I received a call from George requesting information on employer sponsored IRA accounts. I refered him to Denise White.


Description:
Julie responded that she would be happy to include our auto loan specials in the employee paychecks but she would need an electronic version of it to e-mail accounting.


Description:
I spoke w/ Trudy who told me that I would need to get the ok from corporate to pursue them further. She suggested I start w/ Deborah Prosper.  I left Deborah a voice mail message.


Description:
I left a voice mail message for Linda to find out  Barbara's decision.


Description:
I left a voice mail message for Bertha following up on the paperwork I e-mailed her.


Description:
I spoke w/ Gae who does not have an update for us.  I invited Gae and her CFO to lunch w/ Ike, Belinda, and me.  She is going to check to see if he is interested and when would be most convenient.  I am supposed to check back w/ her Friday.


Description:
MAIN: I e-mailed Vicki to invite her to lunch.


Description:
GREENSBORO - Called and spoke with Sherry about possible affiliation. She said they have a strong relationship with BB&T and does not want to offer any credit union services to employees. Will mark as lost.


Description:
GREENSBORO - Called and spoke with Martha about affiliation. She said they have a strong relationship with their bank and do not want to work with a credit union, or offer any of our services as an employee benefit. Will mark as lost.


Description:
Sent 20 membersh. packets to business office.


Description:
New enrollment will be on July 25 from 11-2:30 Will pr. A lunch.


Description:
I called Greg and asked for a time that we could schedule a phone conference. His secretary said to leave him a message and she would have him call me on Tuesday.

We talked for a while about the benefits of offering Allegacy. He has been a member for 15 years. He used to work for Planters. He lived out of state and still maintained his checking account with us. He Is going to work on the political aspect of adding the different divisions.


Description:
I left a voice mail message for Gae to see if her CFO would like to go to lunch.


Description:
I talked with Joe. He is making a recommendation to CEO to add Allegacy. He said his presentation is in two weeks and I need to check back with him in three weeks. They have a new VP of HR.


Description:
I called and talked with Pat about their partnership with Reynolds HighSchool. She referred me to Valarie Parson. Her number 747-2621.


Description:
I e-mailed Julie an electronic version of the auto loan flyer for her to use as a payroll stuffer.


Description:
I spoke w/ Charlie. I am going to take her picture Tuesday at 11:00 am for the Business Journal ad.


Description:
I met w/ Martha today.  They are a medical supply distributor w/ 32 employees and 24 independent contractors.  The contractors are paid by ACO so they would be eligible. They do not receive any benefits and they pay their own taxes.  There are contractors in NC, SC, VA, & GA.  Martha is going to check w/ the employees at the meeting today and asked me to check back w/ her next Tuesday.


Description:
I e-mailed Martha the Charlotte area no-surcharge ATM listing.


Description:
GREENSBORO - Left a voicemail for Barbara following up on the information packet sent.


Description:
GREENSBORO - Called and spoke with Doreen to follow up. She was currently busy, but said she would like to discuss credit union with me. She will call back early next week.


Description:
WINSTON-SALEM - Left additional voicemail for Mitsey regarding possible affiliation.


Description:
I tried to contact Sherri and Bethany but they were not at their desks.  I sent Sherri and e-mail to see if she has made a decision about offering Allegacy.


Description:
WINSTON-SALEM - Met with Dr. McCain and received his group's affiliation paperwork.


Description:
I e-mailed Gae to see if her CFO is available to meet for lunch.


Description:
I left a voice mail message for Martha to find out her decision.


Description:
Atm is set to go in July 31st. I have prepared paperwork for NCUA and talked in detail with Joe at NCUA about approval process. I am mailing application this week. Joe told me to clal him when I mail it so he can check on it.


Description:
MAIN: I spoke w/ Vicki to confirm banking dates and seeminar times. I also talked w/ her about going to lunch.  She will not be able to meet for lunch until after the financial fairs and asked me to check back w/ her then.


Description:
I spoke w/ Gail to get more info about the 10 yr anniversary/open house.  The families will be attending.  They will have food and soft serve icecream.  There will be other vendors such as Blue Cross Blue Shield and BB&T.  They are going to try very hard to get the hispanic employees to attend by promoting Spanish translators.  It is very important that someone who speaks Spanish attends with me. Gail is going to e-mail me more details and find out if there is going to be drawings for large prizes.


Description:
Left a message about an enrollment in Agust 2005.


Description:
GREENSBORO - Called and spoke with Linda Shean to follow up on paperwork. She said the president of NC operations will have to sign the letter and he will be in next week to complete the paperwork. Company is still committed to affiliation, however, it may be 2 more weeks before we receive anything.


Description:
Left a message for Kathy about an enrollment.


Description:
MORGANTON - Sent Tori an email requesting a lunch meeting to discuss growing membership among her employees. In addition, I asked that she help with referrals to other area companies for Allegacy to offer benefits.


Description:
GREENSBORO - Called and spoke with Niese to follow up on benefits. She is still interested and transferred me to Margret to discuss with her as well. Margret Woodrum handles the credit union benefits and relationships for the American Express employees. I left Margret a voicemail requesting that we discuss adding Allegacy.


Description:
HIGH POINT - Left a voicemail for Kathy following up on the information packet sent.


Description:
GREENSBORO - Left additional voicemail for Kim to discuss offering benefits and set up sales meeting.


Description:
GREENSBORO - Left a voicemail for Missy following up on the information packet sent.


Description:
GREENSBORO - Left additional voicemail for Patsy regarding possible affiliation with Allegacy.


Description:
HIGH POINT - Left a voicemail in the general message center. No one was available to come to the phone. In my message, I requested the appropriate person contact me to discuss potentially adding credit union benefits.


Description:
Talked with JT Moser about holding identity theft seminars at the hospital. We set a date of Tuesday, July 26th. At 11:30 We will rpvide beverage and desert. We expect about 20 employees to attend. JT will send email to all employees and post on the company intranet site.


Description:
I talked w/ Carolyn and Lori, the new president at the Huntersville FC today.  They were talking w/ Ashley about a business account.  Unfortunately we were not competitive w/ First Charter and were not able to get the business because of our monthly fee.  At First Charter they are not required to pay a monthly fee because they are a small business.


Description:
Senior Management meetings have been cancelled in July because of vacations.  They plan to meet again early August.  Patty has all the information she needs to present to her senior management team and will call me after she has had a chance to present us.


Description:
I spoke w/ Tom.  He meant to bring us up to the owners today but got caught up w/ other things.  He said he is still thinking about us and will check w/ the owners.


Description:
I spoke w/ John.  Sales meetings are the 3rd Wed of each month.  Since they only meet monthly John said that the meeting are usually packed full.  I told him I could present Allegacy in about 10 minutes and hand out the member packets with the applications for them to join.  He is going to check w/ the other manager and see if they have 10 minutes to squeeze me in.


Description:
I tried to call Ruth but I got her voice mail.  I sent her an e-mail to see if she has talked w/ Lori about offering Allegacy.  I received a reply from Ruth apologizing for not talking w/ Lori yet. Lori is on vacation this week. Ruth hopes to catch up w/ her next week.


Description:
I left a voice mail messge for Mark to make sure all of his payroll questions were answered and to see if he has made a decision about offering Allegacy.


Description:
I spoke w/ Ginny.  She said she looked at our information but has decided to pass at this time.  I asked her to contact us if anything changes.


Description:
Felicia is out of the office until Monday.  I will try her next week.


Description:
I left a voice mail message for Brenda to see if they have offered a corporate credit union in San Diego yet.  When we spoke in January she mentioned that they are interested in offering one in San Diego and once they established one they would consider offering a local credit union for the Huntersville employees.


Description:
I e-mailed Joanette to see if she is available to meet for coffee.


Description:
I e-mailed Elmarie to see if she is available to meet for coffee.


Description:
I e-mailed Jennifer to see if she is available to meet for coffee.


Description:
I have mailed Greg 7 packets for the different divisions. He stated that all of the divisions are in the corporate office. He is over the truck division.


Description:
Called to talk to Leavie about Banking days and the benefit fair in the fall. She ahd a complaint about hanes mall financial center employee. I called Wade and aske dhim to handle.


Description:
GREENSBORO - Left additional voicemail for Jack regarding possible affiliation with Allegacy for his GSO and Charlotte locations.


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


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


Description:
GREENSBORO - Sent Kim Robertson our sales and information packet. Will continue following up.


Description:
GREENSBORO - Left additional voicemail for Larry regarding possible affiliation with Allegacy.


Description:
GREENSBORO - Called and spoke with a receptionist at their corporate office in Richmond, Va. She said they do not accept sales calls; however, said Human Resources will review any materials mailed. I am sending them our information packet to offer benefits to their Greensboro and Charlotte locations.


Description:
Enrollment on 07-07-05. Sing 12 new membwes;10 Ck. Acct,5 Holiday Cl, 8 direct deposits,6 payroll ded,2 home Eq.,2 MM,1 AIG, 1AWM


Description:
HIGH POINT - Left additional voicemail for Beverly to get an update on affiliation status.


Description:
GREENSBORO - Called and spoke with Melody Ingram, who transferred me to Larry Spell. I left him a voicemail regarding possible affiliation for his Greensboro office.


Description:
GREENSBORO - Called to reach Jack to follow up on information packet sent. He is currently out of town, but will be back by Monday. Will follow up then.


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


Description:
GREENSBORO - Called and spoke with Falek Harris in their corporate office regarding possible affiliation with Allegacy. She said she would like to offer a CU to her employees in both their Greensboro and Charlotte locations. Both have about 50 employees each. She requested I send the paperwork for her to fill out. Will send this out today and follow up with her next week.


Description:
Enrollment will be on July 22 2005.Will bring lunch.


Description:
Call to Mis Grefin about an enrollment.She will call back about day and time.

No enrollments allowed at any location due to political environment.


Description:
Talk to Barbara about an enrollment.She will call back with Agust days:15.16.17 or 22.23.24


Description:
MORGANTON - Received an email from Tori saying she would be happy to go out to lunch and discuss growing membership. We are looking towards a time in August.


Description:
WINSTON-SALEM - Sent an email to Jo Peay informing her that our new ATM in the Research Park was now up and running. I asked for her assistance in communicating this to other Park tenants as well.


Description:
MORGANTON - Set up a meeting for September 13th at 12:00 to take Tori out to lunch to discuss growing membership and sales in the Morganton/Valdese area.


Description:
WINSTON-SALEM - Mailed new membership kits at Betty Bell's request.


Description:
GREENSBORO - Followed up with Doreen about adding our benefits. She said they only have a few employees and there was not a lot of interest when this was discussed. In speaking with her more, she said most of her employees are not highly paid, meaning this company may not have met our salary requirements. Will mark as lost.


Description:
GREENSBORO - Left additional voicemail for Barbara to follow up on adding benefits.


Description:
FT. MILL: I attended the financial fair at Fort Mill today.


Description:
MATT: I attended the financial fair at Matthews today.


Description:
WINSTON-SALEM - Held enrollment with the following results: 6 new members, 6 chk, 4 DD, 3 P/D, 4 OD, 1 auto ref, 1 mortgage ref.


Description:
Received word from NCUA that we will have to have a letter from PACU for the overlap due to the size of employees with this company. If they had a community charter in this area, we would not be required to get the field of membership overlap letter. On July 12, we sent a letter from Ike to Tom Welch asking him to write the overlap letter. I also had to ask Dean to elaborate more on the company's ability to start their own credit union. He  sent me a draft by email. I approved and asked him to mail me the hardcopy of the letter.


Description:
I talked to Yvonne about the merger process. I have filed the paperwork with the NCUA for approval. I received a call from Bonnie. Her number is 678-443-3014. She stated that I needed to send in some items. She said the merger packet must be approved by NCUA before you hold the membership meeting. I told her that our date for the meeting was August 20th. She said she did not think that would be a problem. She needed a current deliquent loan summary for Tankline. I asked Yvonne for this. I am visiting tankline on Monday with Gaynell to go over the equipment and contracts and forms. She said at that time she would have the board  signed documents for me to pick up. She also mentioned that Sis Hamilton has been calling on her to merge with Summit. She did not know what to say to her. I told her to mention that the board has decided that Allegacy can better serve the nationwide members with their numerous locations and atm network.


Description:
Jimmy called me about setting up a business account for the Grange. They are interested in CD's. I mailed him the forms for the business accounts to get it set up.


Description:
HIGH POINT - Met with Lee Ann Bethel and discussed credit union benefits. She is interested in offering our services to their staff, board, and volunteers. She is also interested in Allegacy conducting financial seminars for her group. She has decided to affiliate and will send in the paperwork early next week.


Description:
GREENSBORO - Followed up with Cecil on the information packet sent. He has briefly looked over our services and wants to discuss adding a credit union with other managers. He asked that I follow up again in about a week. Will mark calendar.


Description:
GREENSBORO - Followed up with Jack regarding information packet sent. He said they are undergoing several changes with their benefits and this is not something he wants to add at this time. I informed him our services are free and we could assist him with situations he is currently working through such as 401(k) set ups, etc. However, he still declined at this time. Will mark as lost.


Description:
GREENSBORO - Left additional voicemail for Margret Woodrum to discuss possible affiliation. Niese Whitfield in HR has asked that I speak with Margret to clear adding benefits with her.


Description:
GREENSBORO - Tried to reach Shannon again, however, he was not currently available. Did not leave voicemail.


Description:
WINSTON-SALEM - Called and spoke with Rob Spaugh to check in on adding credit union benefits. He has asked that I send an email to him, which he will distribute to all of the executive directors discussing Allegacy's benefits and services. Rob has commented that assuming no one has any issues regarding possible affiliation, he will sign the paperwork next week. This association has 1,100 lawyers.


Description:
GREENSBORO - Called and spoke with Jamie Prentice in their corporate office. She said she does not have a problem with offering a credit union; however, wants to get approval from the Greensboro office manager. She asked that I call Karen Waters out of their Apex/Raleigh location who oversees Greensboro. Jamie asked that I wait a day to call because she will speak with Karen to let her know about my call. Will mark calendar.


Description:
GREENSBORO - Left additional voicemail for Missy regarding credit union benefits.


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


Description:
left a message for Melissa about an enrollment.


Description:
Talk to Deborah.I will call back on July 19 about day for Agust enrollment


Description:
Talk to Shara Lee Murray.She will call back about Agust enrollments or payroll marketing list.


Description:
Ad copy and layout completed for the Charlotte Business Journal. We are placing ad.


Description:
KERNERSVILLE - Attended second scheduled enrollment for this group. Only 2 people were there and both were already members. One was interested in equity and financial planning, so I referred him to AIG.


Description:
I left a voice mail message for Gae to see if she has had a chance to talk w/ her CFO about a lunch meeting.


Description:
I e-mailed Martha to find out her decision.


Description:
An article in the Bus Journal reported that InfoVision is being bought by IBIS Inc, an Atlantic firm.  Interactive Business Information Systems is a Microsoft Business Solutions partner that focuses on small and midsized businesses.


Description:
I tried to contact Darlene but she is on vacation. The receptionist thinks she may be back Monday.  I'll try again next week.


Description:
I left Vickie a voice mail message following up on the e-mail I sent her for her to forward to the town manager.


Description:
I left a voice mail message for Deborah.


Description:
I spoke w/ Felicia.  They currently offer Truliant but there is very little participation because of their location.  She is a member of Allegacy through her father who worked for RJR.  She is going to be on vacation next week but will check w/ the employees when she gets back to see if there is an interest.  She will call me in three weeks to let me know her decision.


Description:
I left a voice mail message for Cortney to let her know that no one knows Chris Ward. Cortney returned my call to let me know that Chris never started.  She told me they have a big project going on now and I should wait a couple months to check back.


Description:
I tried to contact Mike to follow up on the info I mailed but the office was currently closed.  I'll try back next week.


Description:
I left another voice mail message for Karen.


Description:
I tried to contact Kathlene but she is on vacation this week.  I will try her next week.


Description:
Jane called about correcting payroll for one of the employees. She asked me to please send her new membership applications and payroll deduction forms to her attention.


Description:
David Foster and Anya Pacyga attended Banking Days at FMC. Signed up: 3 new members, 5 chk, 5 DD, 8 PD, 8 HC/VC, and 2 AIG referrals.


Description:
I spoke w/ Judy to confirm our lunch meeting today. I met w/ Judy.  She inherited us so she was very excited to learn what Allegacy has to offer her employees.  While talking with her I got a lead to refinance her son's auto loan and an Auto Buying lead for one of her employees.  I passed the leads on to Jackie in Huntersville and Connie in Auto Buying. Judy asked me to find out which employees are currently using Allegacy.  She also asked me to e-mail her the Wealth Management requirements and my product sheet.  In the future she would like me to e-mail her any special promotions we are offering for her to use as payroll stuffers.  Most of her employees work out of the office.  If the employees are interested in learning more about Allegacy Judy would like to schedule a lunch and learn in November.


Description:
Enrollment at Mt.Airy location: 7 new members, 5 Ck accts, 2 H.Cl, 5 direct dep, 1 loan, 1Eq., 1AIG


Description:
Enrollment at Winston-Salem: 8 new members, 7 Ck, 3 H. Cl, 7 direct dep, 3 payroll, 2 ln, 1 visa, 1 Eq, 1od, 1 mm, 1 AIG


Description:
1st enrollment on 07-13-2005.--3 new members,3 Ck,1H Cl,3 D.D.1 payroll


Description:
I talked with JT and Jon Logan about this company in Kernersville. They have 29 employees with avg salary of $30k. They are looking for credit union. Very close to E Mountain Street location. Payroll is prepared by Paychex. They are paid once a week and biweekly on Friday. Avg age is 25-30. Sent paperwork by email. He is mailing me hardcopy by Friday.


Description:
WINSTON-SALEM - Scheduled enrollment for Wednesday, August 17th from 12:30-1:30. Will give presentation to approximately 25 employees. Allegacy will provide a light snack.


Description:
Left a message for Jenefer about an enrollment at 993-2509


Description:
Left a message for Cathy about new enrollment.


Description:
Tolk to Lisa about new Allegacy financial center in Greensboro and  new enrollment for empl.Lisa will call back about days in August 2005.


Description:
Attended Banking Days enrollment at the Plaza Center. Signed up 1 new member, 3 P/D, 1 HC, 2 youth accts, 1 mort, and 2 AIG referrals.


Description:
Attended Banking Days enrollment at Central Billing Office. Signed up 3 new members, 3 chk, 3 DD, 6 P/D, 3 OD, 1 HC, 1 loan, 2 Mort, and 2 AIG referrals.


Description:
GREENSBORO - Received affiliation paperwork.


Description:
I visited all three shifts to sign up new members.  David Foster assisted.  We signed up 2 new members.


Description:
I e-mailed Judy all of the information she requested.


Description:
Received paperwork for this Kernersville company. I sent to NCUA for approval.


Description:
GREENSBORO - Received a voicemail from Margret Woodrum saying they already have an existing relationship with Summit CU that they don't want to hurt. I called and returned her message commenting that we just want to be offered as an additional choice for their staff. I also spoke with Niese Whitfield, HR Manager, she is going to further discuss offering Allegacy with Margret and call me back next week. Will mark calendar for Wednesday, July 27th at 9:30am.


Description:
GREENSBORO - Left a voicemail regarding possible affiliation for Karen Waters in their Apex office, which houses their Human Resources department.


Description:
MORGANTON - Left a voicemail for Wanda Edmunds inviting her to a lunch meeting on August 1st to discuss growing membership at SGL Carbon and the Morganton/Valdese area. Cindy Comer from the financial center will also attend.


Description:
I tried to contact Linda to give her an update on my progress but she was out of the office.  I tried to contact Kara one more time about the membership but she is on vacation until 8/1.  I spoke w/ her assistant, Kimberly to see when the best time is for me to connect w/ Kara.  She promised to give Kara the message and told me that once she has spoken w/ Kara she will probably be able to schedule a meeting for her.  I also left a voice mail message for Ervin, HR Director to talk about offering the credit union to the employees..


Description:
I tried to contact Chip but he is on vacation until 7/27.  I also tried to contact Tom but he was out of the office.  I left a voice mail message for Tom.


Description:
I spoke w/ Donna.  She is going to talk w/ Holly, the HR Director in Indiannapolis to see if she would be interested in meeting with me.  I e-mailed Donna some information to share w/ Holly.  Donna is going to call me to let me know Holly's decision.


Description:
I e-mailed Ruth to find out if she has talked w/ Lori yet.


Description:
Henry Russ told me that this hospital was adding a Concord credit union that was struggling. He said I might want to contact this credit union about merger and then we could serve the hospital field of membership. I emailed the contact at this company and she said they decided to hold off on the offering of the local credit union.


Description:
I tried to contact Sherri & Bethany but they were not at their desks. I will try again Monday.


Description:
I e-mailed Heidi to see if her situation has changed since last July.  I told her we would never ask her to stop her relationship with the corporate credit union.  We just wanted to offer her employees another option especially those who do not currently utilize their credit union benefit because of location. Heidi replied that the situation remains the same but she will keep us in mind if anything changes.


Description:
I spoke w/ Gail to work out the details for the anniversary/open house.


Description:
HIGH POINT - Received an email from Lee Ann Bethel requesting to hold a presentation and enrollment for her staff in August. I informed her of the date we needed to receive their affiliation paperwork by in order to set this up.


Description:
I spoke w/ Gae. Since Piedmont Aviation is building the branch right down the road and they talked w/ her CFO he would like to hold off changing credit unions.  She told me that she wants to make a change but it looks like it may be a while.  I asked her about the lunch meeting w/ Ike.  She told me to check back w/ her next week.  She is going to talk w/ him after he gets back from vacation.


Description:
I spoke w/ Tom.  He said that he briefly mentioned us to the owners but they were really busy.   He suggested I follow up w/ him Friday.


Description:
I spoke w/ Sherri.  They are still considering offering us but she would like me to come out and do a lunch and learn.  If there are employees who are interested, she will sign the request letter.   We scheduled the lunch and learn for September 6.


Description:
Mailed: 15 Membership kits, chapsticks, pens, and Allegacy post-it notes for sign-up scheduled May 18 from 11 - 2 to be attended by Irene Cafiero.


Description:
WINSTON-SALEM - Sent Rob an email following up on the affiliation request sent to the executive committee. If no one opposed affiliation, Rob has committed to signing paperwork this week.


Description:
Melody Garcia on behalf of Irene Cafiero:
Irene visited LeBoeuf from 11 - 2. Results were as follow:
Talked to 22 employees
Gave out 2 equity applications, 15 new membership packets, and  product specific information. 

She visited during their Health and Benefits Day, which helped increase the number of people she interfaced with as opposed to other visits. It is suggested that we visit LeBoeuf during Health and Benefits Day to achieve the same results.


Description:
Mailed:
30 Membership kits, chapsticks, pens, & Allegacy post-it notes for sign up on May 17th from 10 AM - 1 PM to be attended by Irene Cafiero.


Description:
Melody Garcia on behalf of Irene Cafiero - 
The following are the results of sign up conducted from 10 AM - 1 PM:
12 employees showed up
2 new memberships
2 payroll deductions
1 direct deposit
1 checking account
1 vacation club
1 equity application given to member
2 members requested mortgage information
1 member requested student loan info.
7 membership packets handed out


Description:
Held enrollment for new residents. Signed up 1 new member, 1 checking, and 1 overdraft.


Description:
I met with Peter and Kathy Banks to discuss the senior care program. We will be assisting them by offering free webbanking and the senior checking accounts to their clients. We will bring in through two associations, HIAA and NC State Grange. We have trained the counselers on the program. The next step is to have CCCS decide on the new fee schedule and to put together packets for the clients.


Description:
WINSTON-SALEM - Left additional voicemail for Kenyon following up on adding a credit union for the new Winston-Salem plant employees.


Description:
I took Charlie to lunch today.  We talked about ways to increase penetration at Siegling.  We currently have 52 members. Charlie was very pleased with the results.  I asked her about a benefits fair or banking day.  They have never done a benefit fair or banking day.  I suggested bringing ice cream.  She was very interested.  The Huntersville Business Park does an ice cream event every year for the leasing tenants but since Siegling owns their building they are not included.  We talked about doing it in September or October.  Charlie would like us to do something for 3rd shift as well.  Their hours are 11p-7a.  I offered to come and do something at 11p since we haven't gotten many results from coming at 7a.  Charlie told me the plant manager told her that just as man sleep during meetings at 11p as they do 7a so it didn't matter when the meetings were.  She suggested bringing donuts or biscuits at 7a for 3rd shift.  She aplogized for not being able to give us access to them during the shift but they do not allow the employees to take time outside of their scheduled breaks and lunch.  Their breaks are 15 minutes and lunch is 20-25 minutes.  There is an outside patio that we can set up and serve icecream.  We also talked about setting up by the employee entrance for 3rd shift so we would see everyone as they left.


Description:
I called and left another voicemail message for Girish Mirthy at Dell regarding their decision on the Employee Banking Program.


Description:
I called to check in with Joe. He said that he still has not prepared the information for the CEO. He is hoping to have this completed by the end of next week. He asked me to check back in with him then.


Description:
Ervin returned my call and asked me to e-mail him information.  I asked for a meeting but he is too busy now and since they already offer a credit union he is familiar with them and thinks that he can make a decision by looking at our information.  I e-mailed him information.


Description:
GREENSBORO - Received a call from Margret Woodrum in Human Resources. She said they are very happy with their current relationship with Summit CU and do not feel the need to add another. Summit has a financial center on-site. Margret has made final decision not to affiliate. Will mark as lost.


Description:
GREENSBORO - Received a call from Karen Waters regarding affiliation for her EMC Corp. employees in Greensboro. She was very positive towards the credit union and would like to view our information and most likely offer benefits. I am sending her our information packet today and will follow up. NOTE: Karen is based out of regional HQ in Apex, and helps oversee HR for North Carolina. She is going to make contact with the Greensboro office.


Description:
Left a message about an enrollment for Melissa about an enrollment.


Description:
Tolk to Valerie Thomas about a Benefits F.
It will be on September. We will have to call back in August.


Description:
I received an e-mail from Felicia letting me know there is some interest from the employees so she is going to sign the request letter.  She wanted to make sure that the letter is all I need.  I replied that I have some questions about the company to submit w/ the letter and asked her when a good time is to call.  Felicia replied anytime after 1:30 pm.  I spoke w/ Felicia who told me that this afternoon is a really bad time for her and asked me to call her tomorrow.  I told her I was off tomorrow but I would call her Monday.


Description:
PILOT MOUNTAIN - Left a voicemail for David Coburn regarding possible affiliation with Allegacy for the Pilot Mountain Baptist Association. He had requested information on the credit union and our business accounts.


Description:
I received the member application from Carolyn.  I am very excited about another $10 membership association for Clt potential members to choose.  I forwarded the appliction to Belinda to put on www.chooseallegacy and grapevine.


Description:
I tried to reach Felicia this morning before I left to go out of town but she was not at her desk.  I e-mailed her the factors to consier form in case she has time to complete it today.


Description:
GREENSBORO/CHARLOTTE - Spoke with Faleka to follow up on the information packet sent. She confirmed again that she would like to affiliate her Greensboro and Charlotte offices with Allegacy. She is filling out the paperwork and will submit early next week.


Description:
WINSTON-SALEM - Donated 150 pens for their annual golf tournament.


Description:
WINSTON-SALEM - Left a voicemail to follow up with Rob Spaugh on adding credit union benefits to the Bar Association. He had previously sent a letter to executive committee regarding the credit union.


Description:
GREENSBORO - Spoke with Cecil to follow up on benefits. He said he polled his employees in the factory and no one was interested in the credit union. He did not have a problem offering our services; however, since their was no interest, he is not going to affiliate. He commented that if things change and people begin showing interest, he will affiliate. Will mark as lost.


Description:
REIDSVILLE - Left a voicemail for Bonnie Pace at Oracle Packaging to find out contacts for the new Alcan Packaging plant opening soon in Reidsville. The new plant is a part of Oracle and will staff outplaced RJR Packaging employees. The group will employee around 170 people.


Description:
Novant Banking Day (Medical Park): 7 new members,6 chk,3 Hol.Cl,6 DD,2 payroll,1 loan appl,1 visa 1 egd 2od, 1 AIG


Description:
Inpatient Physicians of Forsyth: 7 new members, 4 chk, 2 h.cl, 4 dd, 2p/r, 1 ln, 2 od, 2 AIG


Description:
Enrollment at Greensboro: 6 new members, 6 chk, 4 h cl, 6 dd, 4 p/r, 2 od, 1 AIG


Description:
Enrollment Res.:10 new members,8 chk,1 h.cl,6 dd,1p/r,1 ln 3 od,2 AIG


Description:
Enrollment on 07-28-05: 16 new members, 16 chk, 16 direct dep., 3 payroll, 4 od


Description:
HIGH POINT - Left additional voicemail for Kathy to follow up on information packet sent.


Description:
HIGH POINT - Left additional voicemail for Beverly following up on adding credit union benefits.


Description:
GREENSBORO - Left additional voicemail for Barbara about adding credit union benefits. I also informed her our new location is set to open August 1st, and we would like for her to come to our Grand Opening later in the month.


Description:
WINSTON-SALEM - Left a voicemail for Pam regarding possible affiliation with Allegacy. This group has offices in the Union Cross Business Park in Winston and University area of Charlotte.


Description:
WINSTON-SALEM - Left Bob a voicemail regarding possible affiliation with Allegacy. This group is located in the Union Cross Business Park.


Description:
I spoke w/ Tom.  He will check w/ Paul today.


Description:
WINSTON-SALEM - Received a call back from David Coburn regarding affiliation. He is interested in offering credit union to the association members, which make up 85 churches in Forsyth and Stokes counties. I am sending him our information packet today and will follow up. He may want Allegacy to give a sales presentation to the membership.


Description:
I spoke w/ Linda.  She mentioned it to her boss but there has been a lot going on so she didn't seem very receptive at the time.  Linda is going to talk with her again tomorrow.  She told me to check back w/ her Friday.


Description:
I received the request letter and factors to consider form from Felicia.  I forwarded them to Belinda.  This company has 42 employees and they are located across the street from our financial center in the Huntersville Business Park.


Description:
GREENSBORO - Spoke with Kim again to discuss affiliation. She said she still has interest in offering our services, however, is swamped with work right now. She asked that I call back in another month to set up a sales meeting. Will mark calendar.


Description:
HIGH POINT - Sent Lee Ann a reminder to submit her affiliation paperwork soon.

Received an email back from Lee Ann stating that she was mailing the paperwork in today.


Description:
GREENSBORO - Spoke with Meredith to follow up on adding benefits. She is taking our information to her operations manager for review. She asked that I call back in a few days to check on the status. Will mark calendar.


Description:
GREENSBORO - Left additional voicemail for Missy to follow up on adding benefits.


Description:
WINSTON-SALEM - Left a message for Ken regarding charter date, so we can get his association approved.


Description:
WINSTON-SALEM - Left a voicemail for Bob following up on our last conversation. He wanted to add our benefits for his 50 employees, but wanted to wait until they completed their move to the new Oakwood Building. I ask that he return my call at his convenience to get them set up.


Description:
GREENSBORO - Left additional voicemail for David Young regarding possible affiliation with Allegacy. I mentioned again that his employees were coming into our other locations wanting to open accounts. I asked that he call back so we could discuss getting his group signed up.


Description:
Mailed 50 new membership kits and pens at Beck Hartless' request.


Description:
I received an e-mail from Linda asking if I can meet w/ her boss, Barbara Woodall next Tuesday.  I talked w/ Linda who told me Barbara is looking for a new car and Linda suggested she talk w/ me about our auto buying service.  Linda asked me not to mention it in our meeting.


Description:
I left a voice mail message for Gae about the possible meeting w/ Ike and her CFO.


Description:
WINSTON-SALEM - Conducted personal research on the Odd Fellows to find their original charter date. I left Ken Babb a voicemail discussing some particular dates I found for him to verify. We still need this exact date to get NCUA approval for his membership.


Description:
WINSTON-SALEM - Spoke with Rob who confirmed with me he still wanted to affiliate. He said no executive committee members had a problem with offering our benefits, however, it will have to be formally voted on at a September 15th meeting. He asked that I follow up on the 16th to find out the results. If the majority approves, he will sign paperwork immiediately after vote.


Description:
GREENSBORO - Visited Linda Whitaker to get Request Letter for affiliation. She was busy at the time, however, said she would fax it today so we can get her paperwork approved. I also gave her an invitation to the Business Before Hours event Allegacy is holding at the new GSO branch.


Description:
GREENSBORO - Followed up with Faleka regarding paperwork. She said she was filling out paperwork for affiliation; however, her manager would not sign off on it. I spoke with Doug Templeton and he said they offer a corporate credit union. He is not interested in offering an additional credit union for his local employees in Gso and Charlotte. Will mark as lost.


Description:
I called to talk to Susie about the Long Term Care Insurance. She had responded to a survey that she is interested in obtaining more information. I asked her if she could meet with us on August 18th or 19th for breakfast or lunch.


Description:
I called Jeff Howard to see about meeting on August 19th for a breakfast or lunch meeting to discuss Long Term Care Insurance. His secretary said that he is out of the office and I could leave him a voicemail message.


Description:
I called and talked to Cindy about meeting with the vendor offering long term care insurance. I told her the dates that he will be in town and that we can meet for lunch or dinner on these dates. She said she will tak with the director and call me back.


Description:
I emailed Pat Kight to see if she is interested in meeting with our LTC Compass vendor regarding Long Term Care Insurance. She is working at another office location at this time.


Description:
I called Denny to see how things are going with the firm. I also asked if she is interested in long term care insurance. She said that they looked at this and she is not interested.


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


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


Description:
I spoke w/ Lisa.  She just got back from vacation and hasn't had a chance to follow up w/ Chuck.  She asked me to check back w/ her by the end of next week.


Description:
I tried to contact Gae but I got her voice mail.  I e-mailed her to try to get a lunch w/ her CFO and Ike.


Description:
WINSTON-SALEM - Left additional voicemail for Pam regarding possible affiliation.


Description:
I received a phone call from Steven Adams.He was wanting to know what type of discounts and promotions we could offer the volvo employees. I told him about the affiliation requirements and he agreed to send the letter requesting affiliation to me. I have emailed this to him today. I am going to set up a meeting with cheryl and Alesia to discuss the promotional piece of this.


Description:
I received an e-mail from Robyn asking if we were part of the same national credit union as USA One Credit Union.  That's the credit union they use locally and if we are part of the network she is willing to talk about expanding the benefit to their NC residents as they come on board.


Description:
Lisa forwarded an e-mail from Chuck stating they will not join.


Description:
Received a call from Vannessa Burke to cancel our scheduled enrollment for August 17th due to a conflict that arose. She said she will inform me soon on when a better date will be.


Description:
GREENSBORO - Left a voicemail for Meredith to follow up on the credit union presentation to the managers.


Description:
WINSTON-SALEM - Spoke with Kenyon to follow up on benefits. He confirmed again he would like to offer our services and asked that I call back on Monday to get them set up. Will mark calendar.


Description:
HIGH POINT - Left additional voicemail for Beverly informing her that our GSO financial center opened today and that we could service her employees throughout the Triad and Charlotte areas. This was a follow up to the information packet previously sent.


Description:
GREENSBORO - Called and spoke with Donna McLarty regarding possible affiliation. She said they currently offer Members CU and Partners CU. However, she would be willing to review our materials as well because of our location being close to their facility. Will send this out today and follow up.


Description:
I researched USA One Credit Union but didn't find that they are part of the shared branch network that we participate.  I e-mailed Robyn to find out more information about USA One Credit Union.  They just joined and she sent me the contact information for their contact, Jerry Haley.  She also said that she asked the new HR Mgr for the NC facility, Stephen Lambert, to contact me next week.  I e-mailed her  information about our shared branch network, the Co-op no-surcharge ATM network, and Allegacy.


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


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


Description:
I e-mailed Gail again to see if she and Gail are available to meet w/ Corey Tues., Aug 16.


Description:
I e-mailed Linda to see if Barbara presented us at the staff meeting.


Description:
Charlie forwarded an e-mail she sent to the plant manager to make sure that it is ok to do the ice cream event.


Description:
Charlie e-mailed me to let me know the plant manager is out of the office today for surgery and may not be back until the end of next week.  She will let me know his decision as soon as she has had a chance to talk with him.


Description:
I received an e-mail from Charlie letting me know that we should plan on being there at 7a for 3rd shift and from 2-4p for 1st & 2nd.  She also told me about a group of employees who are located in the Campbell building who won't drive to the Vanstory location. I replied and asked how many employees are on each shift at the Campbell location.  Since the employees at the main location will be coming before or after work since they are not allowed to leave except for scheduled break times I invited the employees of the Campbell building to come by either before or after work as well to participate.


Description:
MAIN: I spoke w/ Vicki.  She suggested I provide the projector and laptop for the seminars in September.


Description:
WINSTON-SALEM - Left a voicemail for Kenyon to finish discussing adding our benefits. I mentioned I would try back tomorrow if I don't hear back from him before.


Description:
GREENSBORO - Followed up with Meredith. Her manager has not made a decision on the credit union yet. So she asked that I follow up in a few more days. Will mark calendar.


Description:
GREENSBORO - Left a voicemail for Karen following up on previous conversation regarding affiliation.

Received a call back from Karen. We discussed the Factors to Consider sheet and the fact that she cannot release all of the information it is asking. She is contacting their corporate in Massachusetts to see what they will allow to be disclosed to Allegacy.


Description:
GREENSBORO - Spoke with Tony Lee regarding possible affiliation with Allegacy. He likes the idea of offering a credit union, but said most of his employees are Hispanic and we would need to accommodate them with bi-lingual services and brochures. I informed him about Allegacy en Espanol and our initiatives to reach out to the Hispanic community. I am sending him our information packet today, along with Spanish brochures. Will follow up.


Description:
I spoke w/ Sherri to work out the details of the lunch and learn.  I will bring a desert tray and drinks.  I confirmed w/ Belinda that she will be attending with me.  Sherri asked me to e-mail her something to promote our visit.  I e-mailed her a poster.


Description:
I e-mailed Charlie to verify the number of employees on each shift at both locations.  Charlie replied w/ the number.  She also suggested we give out tickets.  I replied that I would check w/ marketing to see if they can make some tickets and I would e-mail her a poster.  I e-mailed Belinda about the tickets.  Charlie replied that she has some regular raffle tickets we can use if marketing cannot make some.


Description:
Enrollment for Teachers:4 new members,4 chk acct,1 H cl,4 D.D.1 payroll,1Ln,1od.


Description:
I tried to contact Linda but she is in a meeting.  I will try her again later.


Description:
I received an e-mail from Gail letting me know that Gail Surry is out of the office and she will be in a training class Tuesday so they won't be available to meet w/ Long Term Care.  She asked me to mail her the information for them to compare w/ Prudential who they offer now.  Currently they have Prudential for their salary employees but are looking for something for their hourly employees.


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


Description:
HIGH POINT - Left a voicemail for Angie Holden regarding possible affiliation with Allegacy.


Description:
HIGH POINT - Called and spoke with someone in Human Resources regarding affiliation. She transferred me to another person who answered: "North State's Credit Union." She would not disclose any details during the sales call. Will discuss with Belinda before calling back.


Description:
WINSTON-SALEM - Spoke with Kenyon who informed me they were currently experiencing payroll problems. He confirmed he still needed to talk to me, but asked that I try back again in a week or two to discuss. Will mark calendar and continue following up.


Description:
GREENSBORO - Left a voicemail for Patsy regarding possible affiliation. I informed her our new Greensboro financial center recently opened.


Description:
COLFAX - Left a voicemail for Barbara Page regarding possible affiliation with Allegacy.

Barbara returned my call and said she had come into our new Greensboro financial center and spoke with Anita. She has a strong interest in affiliation. I am sending her our information packet today and I'm emailing her the affiliation request letters. Will follow up.


Description:
GREENSBORO - Received a call from Karen Waters informing me that I will need to speak with Barry Sullivan in their Mass. Office. He is in charge of employee benefits for the Greensboro location. Karen has forwarded our information to him along with the affiliation request letters. She said I should wait a few days and then follow up with him. Will mark calendar.


Description:
COLFAX - Received affiliation paperwork. Sent Barbara a 'thank you' card for choosing Allegacy.


Description:
I tried to contact Linda to let her know the Sept deadline for paperwork but she is in a meeting.  I didn't leave a message; I will try her again later.  I e-mailed Linda to find out the decision.  Linda called me to let me know that the decision is that they only want to offer one credit union.  They have asked Linda to do a comparison and find out what happens to the employees who already offer Corporate America.  I volunteered to do the comparison for her and told her that any employees that have joined can still keep their membership there.  I also told her that she does not have to formally request unaffiliation w/ Corporate America.


Description:
I spoke w/ Jason who is replacing Angel right now.  Jason handles health insurance and those types of benefits.   He transferred me to Donny Olivier in HR who handles special projects.  I left Donny a voice mail message.


Description:
Tiffany has replaced Nicole.  I asked her to meet with me to talk about the benefits of Allegacy.  She is going to check w/ her boss to see if he is interested.  I e-mailed her some information to share w/ him.


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


Description:
WINSTON-SALEM - Left Bob an additional voicemail to discuss getting his company set up with the credit union.

Received a call back from Bob. He said he would still like to partner with Allegacy and requested I re-send the affiliation paperwork. I am sending this today and will follow up with him.


Description:
WINSTON-SALEM - Followed up with David regarding affiliation. When he presented the credit union to his membership, some people who worked at banks were not happy with the idea of a CU. At this point, they will pursue a relationship with the banks, however, David would still like to see the credit union added. I am marking as lost for now, but may try back in a few months.


Description:
GREENSBORO - Left a voicemail for Barbara following up again. I also informed her that our financial center had now opened and we were sponsoring a Business Before Hours in September.


Description:
I e-mailed Felicia to let her know she has been approved and to set up an enrollment.

Approved at board meeting on 8/16/05


Description:
Left a message about a benefits fere enrollments


Description:
left a message for Nancy about an enrollment.


Description:
I received an e-mail from Alice because Ervin asked her to contact me about their benefits fair September 6.  I e-mailed Ervin to thank him for inviting us to the benefits fair and ask him to sign the request letter.  If Ervin agrees to sign the letter we will have two events scheduled that day in Charlotte.  One at Discovery Place and the other at Centex Construction.  I e-mailed Belinda to see if she could do one and I do the other.  Discovery Place will be closed that day so that the employees will be able to visit all the vendors.  Charlotte Metro has been invited too.


Description:
GREENSBORO - Left a voicemail for Tammy regarding possible affiliation with Allegacy. This company is located within 2 miles of our new financial center in Greensboro.


Description:
Steve Adams and I have been communicating on how we can get the letter for each Volvo company. He thinks that he can send the letter to each company and see if their HR rep is interested in completing the application. He said  that they will initate contact with me. He is sending me the letter for his division of Volvo Trucks.


Description:
I received notice from Michelle Starnes that she is leaving the company and going to the Stanly County School System. She said that our new contact will be Myra Garris and Vivian Moore. I have updated the information.


Description:
HIGH POINT - Left a voicemail for Kathy to follow up on information packet sent.


Description:
HIGH POINT - Sent an email to Lee Ann informing her that her group was approved. I requested that we set up a time to hold an on-site enrollment. I also asked for referrals and contacts in her area to add benefits to other High Point companies.


Description:
approved at board meeting 8-26-05. Two initial enrollments set up for the corporate office. August 30/31 and September 13/14. Atm is operational. 

Sent to elizabeth and dean the phase roll out plan for the credit union. They are presenting to Temple Sloan.


Description:
Dean's address in Columbia is 9031-A Farrow Road Columbia, SC 29203-9778. His office number there is 803-419-6879 and his fax is 803-419-6901.


Description:
HIGH POINT - Left additional voicemail for Bill regarding possible affiliation with Allegacy. I let him know that our new financial center in Greensboro was now opened.


Description:
COLFAX - Received a call from Barbara requesting an on-site visit. We scheduled an enrollment for Thursday, September 22nd at 1-4 pm. This will cover both first and second shifts.

9/9/05 - Barbara called and asked that we change the enrollment time to 1:30pm.


Description:
GREENSBORO - Received affiliation paperwork. Mailed Toby a 'thank you' card for choosing Allegacy.


Description:
Felicia e-mailed me to see if I can do the enrollment Sept. 8 or 14 any time after 2pm.


Description:
Felicia e-mailed that September 8 at 2pm is great and asked how much time I would need. I replied to confirm details. She replied to ask if her boss can go into the branch next week to open his membership so that he can apply for a car loan.  I told her I would have Debbie contact him to open his membership and take the loan application.  I also told her about the auto buying service.  Felicia forwarded my e-mail to Jeff Graham, general manager.  Jeff replied to my e-mail w/ his contact info.  He has been working w/ a dealership in Fl so he isn't interested in using our auto buying service.  I talked w/ Debbie.  She is going to contact Jeff to help him join and apply for the car loan.  She is also going to talk w/ him about giving Connie a chance to see if she can beat his Fl deal.


Description:
GREENSBORO - Called and spoke with Sarah, who is a receptionist. She said no one was currently in the office that needed to take my call and informed me they were already with Members Credit Union. Will try to reach Human Resources at another time.


Description:
WINSTON-SALEM - Left additional voicemail for Bob regarding possible affiliation with Allegacy.


Description:
WINSTON-SALEM - Left a voicemail for Debbie regarding possible affiliation with Allegacy. This company is opening a new plant in Winston and will be a supplier for Dell.


Description:
GREENSBORO - Left additional voicemail for Jack regarding affiliation. I mentioned we have offices in Greensboro and Charlotte to serve his employees.


Description:
New enrollment will be on Sep.28 at 9am.


Description:
GREENSBORO - Followed up with Barry in their corporate office regarding affiliation. She was very short with me and said they had no interest in this. Will mark as lost.


Description:
I sent Sheila an e-mail.  I tried to contact Lester at the plant but his voice mail said as of July 22 he was no longer employed by Carrier.  I spoke w/ Elaine who told me they will have a new HR Manager Aug 29, Mark Poindexter.  She suggested I contact Carin Brown, administrator in the meantime for any credit unon needs.  I left a voice mail message for Carin.


Description:
I e-mailed Greg and Brusters to confirm the details of the ice cream catering and provide the address for the invoice.


Description:
Belinda asked Marketing to create tickets for Sigeling's breakfast and ice cream events by Sept. 6 so we would have time to promote the event.


Description:
I e-mailed Linda the comparison of us and Corporate America.


Description:
I e-mailed Gail to let her know the dates Corey is available to meet.  The dates he is available to meet are 8/30 late afternoon, 9/2 lunch or early afternoon, 9/6 lunch or early afternoon, or 9/20 late afternoon.


Description:
Left a message for Robin about an enrollment.


Description:
Left a message for Nancy about new enrollment. We will call in last week of September.


Description:
Left a message for Melissa about an enrollment and new Greensboro Br.


Description:
I spoke w/ Sheila about the long term care seminar.  I e-mailed Sheila and Carin to see if I can do an ice cream event in October.


Description:
I left a voice mail message for Ashley to find out who our new Charlotte contact is.


Description:
I called and got Sherri's e-mail address to make sure she recieves the long term care invitation.


Description:
Mailed 35 new membership kits to Vulcan's Richmond, Virginia location.


Description:
I spoke w/ Diann to verify everyone's position so I know who should receive the long term care poster.


Description:
I e-mailed Charlie to let her know the tickets are being printed and I will drop them off as soon as they are ready.


Description:
Spoke with J.T. to set up an initial enrollment for his employees. He said he would like for us to visit during one of their employee meetings. He thinks around October will work. He will email me a date and time to get scheduled.


Description:
Left a message for Kafhy about new Allegacy services, new enrollment.


Description:
New enrollment on 08-23-2005: 6 new members, 4 ch acct, 2 auto loans, 1 visa appl, 2 ovedraft protect, 4 direct deposits, 1 AIG.


Description:
Left a message for Jennifer about an enrollment.


Description:
I followed up w/ Ashleigh to make sure the emergency loan went smoothly.  She told me it did but the only issue they have is that they still don't have a clear understanding of what we consider a true emergency.  I e-mailed Belinda to see if we can meet w/ Ashleigh and Carl or come up w/ some specific guidelines.


Description:
I e-mailed Charlie posters for the breakfast and ice cream events.


Description:
GREENSBORO - This company has moved or closed. Will mark as lost.


Description:
I e-mailed Ron to see if he is available to meet for coffee.  The e-mail was undeliverable.  I called and spoke w/ Christopher who told me Ron no longer works for the company.  He also told me they are not interested in offering a credit union.


Description:
I e-mailed Pamm to see if she is available to meet for coffee.


Description:
I spoke w/ Yvonne to follow up on the information I sent her.  She put our information out for the employees to look at.  I explained that we would need the signed request letter for the employees to be eligible.  She told me they currently offer Charlotte Metro and have had them in place long before she joined the company.  I explained a few of the differences and told her about our $50 checking special that would help encourage the employees who don't have accounts to do direct deposit. She asked me to contact her after the busy season in October to talk about offering us in addition to Charlotte Metro.


Description:
Mailed 25 new membership kits to Sharon Woods at her request.


Description:
I spoke w/ Deborah.  She did not have time to talk w/ me but asked me to e-mail her some information.  I e-mailed her information.


Description:
I left a voice mail message for Irvin following up on the request letter I e-mailed.  I spoke w/ Kim.  She is going to talk w/ Kara to set up a meeting.  Kim called me to let me know that Kara said I should contact Emily Davis at x 353 about the membership.  She also told me she is out of the office the rest of this week but will be back Monday.


Description:
I sent Maggie and e-mail following up on the committee's decision.


Description:
I spoke w/ Lynette.  She isn't available to meet until middle of next month.


Description:
I tried to contact Gae but she is out of the office until Monday.


Description:
I e-mailed Barbara to see if she is available to meet for lunch next Friday.


Description:
I e-mailed Jeff to see if he is available to meet for coffee.


Description:
8/26 I e-mailed Linda to see if she has had a chance to present the comparison and if there was anything else I could do to help.

8/29 Linda replied letting me know she will review the comparison this week and let me know something by the end of the week.


Description:
8/28 I e-mailed Larry to see if the attorneys had made a decision and offered to teleconference them to answer any questions or concerns they have.  

8/29 Larry replied that things are crazy there now and it is not a good time to introduce anything new. He will keep us in mind, if anything changes.  This company was marked lost but since Larry is a member of Allegacy and was very interested in offering us I thought I would try to contact him about offering us one last time.


Description:
Scheduled enrollment for February 2006 from 8:30-12:30.Talk to Robert Atkinson.


Description:
New enrollment will be in October 2005. Nancy will call back about day and time.


Description:
Left a message for Christa about en enrollment.


Description:
New enrollment will be on 09-09-2005 from 9-12


Description:
I spoke w/ Ervin.  He didn't understand why he would need to sign a request letter since he didn't have to for Charlotte Metro or any of the banks they have invited to their benefits fair.  I explained why.  He asked me to e-mail him the letter so that he could have Linda Quinn sign it.  I e-mailed the letter and left Linda a voice mail message. Since Ervin was so busy I didn’t mention the factors to consider form.  I'm going to see if Linda can answer the questions for me.  I also contacted Emily who Kara suggested I call about bringing in the membership.  I scheduled a lunch meeting w/ Emily September 14.


Description:
2 day visit by anya and David for atm promotion. Also I sent to Elizabeth a softcopy of our membership kit for her to put onto their company intranet site per her request. We will need to make sure that we update the truth in savings disclosure part of the site.
Anya and David took Elizabeth and Barbara Stevens.


Description:
I e-mailed Tonya to follow up on the information I e-mailed her.  I invited her to lunch to talk about the benefits of offering Allegacy to her employees.


Description:
I called to schedule initial enrollment. Left message for Vanessa. I had to leave a message. I told her that we woulc bring breakfast or fruit tray for her group. I told her we need 15 minutes to talk about credit union benefits and then we would like to go to break room area for 1 hour to sign up new members.


Description:
I called and left a message with Todd. I talked with the office manager and she said that we would need his approval for an enrollment.


Description:
I called to talk with Lee ann about initial enrollment. The group was approved 8-18 and she has not responded to email requests. I had to leave a voicemail.


Description:
I left Barbara a voice mail message to see if she is available to meet for lunch Friday.


Description:
I tried to contact Darlene. She will be out of the office until Sept. 6.


Description:
I received an e-mail from Tonya letting me know they have joined Carolinas Medical System so I would need to contact them about offering Allegacy.


Description:
Mailed membership kits to Cathy Crouse at her request.


Description:
Anya and David attended 2 days of ATM promotions with the following results: 15 new members, 11 chk, 9 DD, 5 P/D, and 4 Holiday Clubs.


Description:
I e-mailed Ashleigh our list of emergencies for the emergency loan program.


Description:
I tried to contact Sherri but she is traveling this week.  I spoke w/ Bethany who said she gave the employees until tomorrow to sign up.  She didn't have the poster I e-mailed Sherri so I e-mailed her the poster to e-mail the employees to remind them.  I left Bethany a voice mail message to find out where payroll is done so I can complete the request letter to take to the lunch and learn.


Description:
I e-mailed Ervin to see if the request letter is ready.


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


Description:
HIGH POINT - Received an email from Lee Ann responding to Belinda's previous message. Lee Ann said she would like to schedule initial enrollment meetings and I emailed her back and gave her some open dates and times for September.


Description:
I received an e-mail from Charlie asking about the direct deposit for a  membership application her assistant, Diane mailed to Huntersville.  The employee's name is Jennifer Craig.  I e-mailed Jeanette at Huntersville to find out if she received it.


Description:
Jeanette replied that the account has been opened and let me know she should receive her membership information any day.  I e-mailed Charlie the information so she can go ahead and send the direct deposit.  Charlie e-mailed me a question about the savings account number.  I replied to her question.


Description:
Received a call requesting for packets 100 for office. Mailed to Amy in the HR department.


Description:
Opened new medical office building on National Highway. Several new doctors have been added.


Description:
I e-mailed Charlie to see if his employees would be interested in any of the seminar topics Denise gave me.  Charlie replied that any of them would be great.  I forwarded the e-mail to Denise to see if we can do a question & answer seminar so that the employees can ask questions about things they are concerned about or interested in.


Description:
New enrollment: 9 new members, 6 chk, 6 direct dep, 1 auto loan appl., 1 payroll, 2 ovedr.


Description:
Scheduled initial enrollment at Greensboro office for Tuesday, September 27th at 2:00pm.


Description:
I tried to contact Ervin to see if the request letter is ready but I got his voice mail. I didn't leave a message.  Ervin called to ask me if he could fax the request letter. I gave him Belinda's fax number and told him I would pick up the hard copy at the benefits fair Tuesday.  We finished completing the factors to consider form.  I e-mailed the form to Belinda.


Description:
Bethany e-mailed me to let me know 15-20 employees have signed up for the lunch and learn 9/6.  She also told me payroll is prepared in Charlotte and processed in Dallas.  I e-mailed Sherri to let her know Belinda will be coming to do the lunch and learn in my place.  I also told her I will be dropping off the member kits that morning and Dean & Deluca is delivering the cookies and drinks.


Description:
Richard RSVP'd for the LTC seminar.  I am hoping the seminar will help encourage them to affiliate.  In May Richard e-mailed me to let me know the board had decided to wait until the end of the year to offer us.  I had planned on checking back with him in October.  I am very excited about this opportunity to talk with him earlier.


Description:
I e-mailed Linda to schedule the initial enrollment.


Description:
I e-mailed Linda to let her know the deadline for processing paperwork in September is Wed., Sept. 7.


Description:
HIGH POINT - Followed up with Beverly regarding affiliation. She supports adding a credit union and has pushed this with the new HR Manager. So far, he does not have an interest. I hand delievered an invitation to the Greensboro breakfast taking place at the new financial center. I encouraged Beverly and the HR Manager to attend. Will mark as lost for now.


Description:
HIGH POINT - Left a voicemail to follow up with Kathy on adding credit union benefits. I also encouraged her to attend our Greensboro breakfast being held at our new branch.


Description:
HIGH POINT - Left additional voicemail for Angie regarding possible affiliation. I also encouraged her to attend our breakfast in Greensboro at the new branch.


Description:
GREENSBORO - Left a voicemail for Tony following up on adding credit union benefits. I also encouraged him to attend our Greensboro breakfast at the new branch.


Description:
WINSTON-SALEM - Spoke with Joe Thurmond this morning regarding possible affiliation. He had called before inquiring about benefits. I called him again this afternoon and left a message.


Description:
GREENSBORO - Spoke with Kim to follow up on affiliation. She said they are still interested; however, the credit union has been backburnered because of other projects currently going on. I invited Kim and her manager to come to our breakfast in Greensboro to learn more about our services. She asked that I otherwise try back in a few months.


Description:
HIGH POINT - Left additional voicemail for Angela regarding possible affiliation. I also encouraged her to attend our breakfast on September 15th at the new financial center in Greensboro. I also mailed a personal card an invitation to her attention.


Description:
GREENSBORO - Spoke with Linda to follow up on credit union benefits. She said she is possibly interested and asked that I give her more time to review our information. I requested that she attend our breakfast at the new branch to learn more about Allegacy. I also mailed her a personal card and invitation.


Description:
I participated in the benefits fair.  The employees just received badges about a week ago and the badge pulls were a huge hit.  I met Ervin, HR Director; Leslie, HR generalist; Alice, coordinated benefits fair; & John, CEO & President.  John asked me to have someone contact him about sponsoring their new facility in Huntersville.  I talked w/ Belinda and she asked me to get a proposal.


Description:
I e-mailed John to get a proposal for sponsoring their new Huntersville facility.  I mailed Ervin a thank you card & badge pulls for the employees that didn't receive one.  I mailed Leslie, Alice, & Linda thank you cards.  I e-mailed Ervin to get the hard copy request letter.


Description:
Belinda attended the lunch and learn for me since I had to participate in the Discovery Place benefits fair.  Sherri is going to check w/ the employees to see if there is any interest in joining Allegacy before she signs the request letter.


Description:
I e-mailed Sherri to see how the lunch and learn went.


Description:
I spoke w/ Matt who is interested in having his company affiliate.  He asked me to e-mail him the paperwork so that he can get it to the proper person.  Corporate is in Fort Mill. This is a church group that is moving from Wilkesboro to Fort Mill. I e-mailed him the paperwork.


Description:
I called Shara Lee. Payroll stuffer on opening new greensboro location.


Description:
I e-mailed Carin to see if she has had a chance to look at her calendar to schedule the ice cream day.


Description:
Carin e-mailed me to let me know October is a busy month for them and not a good one to do the ice ceam event. I e-mailed her some dates in September to see if the would work.


Description:
GREENSBORO - Left a voicemail for Dana following up on the information packet sent. I also encouraged her to attend our breakfast being held in Greensboro on September 15th.


Description:
WINSTON-SALEM - Left additional voicemail for Kenyon to follow up.


Description:
New Enrollment: 11 new members, 10 ch.acct, 10 direct deposits, 5 holiday Clubs, 1 loan appl, 1visa appl., 5 payroll ded.


Description:
I presented Allegacy to the employees.  Six employes attended and 5 of them joined.  I asked Felicia if she received the long term care invitation and she said she had not.  I am going to e-mail it to her.


Description:
I e-mailed Felicia the long term care seminar invitation.


Description:
I received an e-mail from Belinda asking if I can attend their conference in Greenville, NC Sept. 23.  Because of a conflict and the distance we decided it would be best if we sent materials.  I talked w/ Lisa and told her we would not be able to attend this one but we would love to participate in future ones.  I also told her we will mail her materials to give out.


Description:
GREENSBORO - Left a voicemail for Donna to follow up on information packet sent. I also encouraged her to attend our breakfast at the new Greensboro branch.


Description:
GREENSBORO - Left a voicemail for Barbara to follow up again. I also encouraged her to attend our breakfast at the new Greensboro branch.


Description:
GREENSBORO - Left additional voicemail for David Young regarding possible affiliation. I also encouraged him to attend our breakfast meeting next week at the Greensboro branch. I am going to send him an additional invitation to the breakfast, along with a personal card.


Description:
GREENSBORO - Mailed additional invitation to Toby Brown encouraging her to attend our Greensboro Financial Center breakfast on Sept. 15th to learn more about the services Allegacy will provide her company. This group has already submitted paperwork for affiliation.


Description:
GREENSBORO - Left a voicemail for Meredith to follow up on adding benefits. I also encouraged her and the HR Manager to attend our breakfast next week at the new Greensboro branch.


Description:
I received a call from Lori in payroll with a question about PFP being drafted from an employee account.  I told Lori to have the employee contact the customer service department at 1-800-243-2292 and see if they will bill her so she can continue to maintain the insurance after she closes her account with us.


Description:
We will be running about 700 members to this association for a project with the Allegacy Investment Group. All AIG clients must be a member of the credit union to meet regulations.


Description:
This company only has 3 employees. I have sent them membership kits and Association applications to join individually.


Description:
GREENSBORO - Spoke with Sherry reagrding possible affiliation. She was interested in our services and would like more information. I am sending her our sales kit today and will follow up. I am also including an additional invitation to our Greensboro branch breakfast next week.


Description:
I e-mailed Linda to see if we can do an ice cream event.  I am having a hard time getting her to let us out to do the initial enrollment.  The last time I spoke w/ her the company was going through a lot of changes.


Description:
MORGANTON - Left a voicemail for Allen Kniceley regarding possible affiliation with Allegacy. He had previosuly asked that I contact him again in Summer 2005.


Description:
MORGANTON - Left a vociemail for Wanda requesting the name of the HR Manager of the Caterpillar plant in Morganton. I would like to call on Caterpillar for possible affiliation.


Description:
I spoke w/ John who is going to try to get me into one of their sales meetings.  I told him I would take whatever time they could give me even if it was just enough to hand out materials and answer questions if that is all the time they have.


Description:
Barbara checked and no one was interested.


Description:
I spoke w/ Kalif.  They changed the name of the organization to United Black Writers Alliance.  They currently have 20 members.  I e-mailed him the paperwork necessary to join.


Description:
I e-mailed Thomas to see if he is available to meet for coffee or lunch.


Description:
I e-mailed Dawn to see if Tarun has made a decision about offering us.


Description:
I e-mailed Stephanie to follow up on corporate's decision.


Description:
I e-mailed Nena to talk about offering her Charlotte employees credit union services.


Description:
I e-mailed Bill to see if he is available to meet for coffee.


Description:
I called to talk with Barney. He said that right now they ar eup to their neck with Katrina right now and I need to give him some time. He is still wanting to add Allegacy.


Description:
Left a message for Sheryl about an enrollment.


Description:
Left a message for Lori about en enrollment.


Description:
Left a message forTodd Richarson about new enrollment.


Description:
HIGH POINT - Received a call from Donna in Human Resources. She called at Angela's request. She stated that High Point Regional is already affiliatied with Members Credit Union and Truliant Federal Credit Union. She said they have offices on their campus. They do not feel the need to offer a third. Donna and Angela have declined to come to our breakfast meeting at our new Greensboro financial center. Will mark as lost.


Description:
I left Bethany a voice mail message to follow up on the lunch and learn.


Description:
I e-mailed Linda to see if she has presented the comparison to the board yet.


Description:
Talk to Bill. I will meet with him in October.


Description:
I spoke w/ Kathy Ellis who is fine w/ offering Allegacy to her Charlotte employees. I e-mailed her the request letter to sign.


Description:
Vickie is going to talk w/ the assistant town manager again.  She told me not to give up yet.  He just really has a problem signing the request letter since they already offer State Employees and didn't have to sign one.  I explained again to Vickie that it is a request letter showing NCUA that they want to offer us not a contract or agreement.


Description:
MORGANTON - Called and left a voicemail for Mary Lewis regarding possible affiliation with Allegacy. This company is a referral from Wanda Edmunds at SGL Carbon in Morganton.


Description:
GREENSBORO - Spoke with Tammy Perez regarding possible affiliation with Allegacy. I am sending her our information packet today and will follow up. I also invited her to our Greensboro breakfast at the new financial center. I am dropping off an invitation for her this afternoon.


Description:
GREENSBORO - Left additional voicemail for Sue regarding possible affiliation. I also encouraged her to attend our breakfast at the new Greensboro financial center on September 15th.


Description:
GREENSBORO - Returned Larry's previous message regarding possible affiliation. I left him a voicemail to further discuss.


Description:
I left a voice mail message for Judy to see if she is going to be able to attend the LTC care seminar.


Description:
I spoke w/ Julie to see if she will be able to attend the LTC seminar.  She will not be able to attend.  I also talked w/ her about doing a sign up on a payday at Bayada to increase penetration.  I e-mailed Mary Jane to see if she will be attending.  I also invited her for coffee to talk about the benefits her employees are now eligible to receive.  She was extremely busy when we brought the Charlotte locations in and I want to make sure she understands the benefits.


Description:
I e-mailed Jenni to see if she will be able to attend the LTC seminar.  I also asked her about attending one of their meetings to talk with the employees.


Description:
MORGANTON - Received a voicemail from Sharon Hughes stating that Caterpillar was not interested in adding any additional credit unions for their employees. She stated they already had Telco CU and SEFCU, which is Caterpillar's corporate CU. She thanked me for the offer.


Description:
GREENSBORO - Followed up with Tony on the information packet sent. He stated again that most of his employees are hispanic, and since there is not a spanish-speaking employee in the new branch he will not affiliate. They chose to go with Bank of America down the street, which staffs two spanish-speaking employees. Will mark as lost.


Description:
GREENSBORO - Left a voicemail for Donna McLarty requesting her RSVP for the Business Before Hours Breakfast. I received a call back from Susie Elliot who said Donna is on leave for the next 8 weeks. Susie is P/T and does not have authority to make credit union decision. She stated that I should try back in a few months.


Description:
I called Shara Lee to see if she was coming to the greensboro open house and also to get an update for the payroll struffer. Had to leave voicemail.


Description:
I left Ashleigh a voice mail to follow up on the emergency loan guidelines I e-mailed her.


Description:
I spoke w/ Patricia to see if she will be able to attend the LTC seminar.  Corporate makes the benefits decisions so Patricia won't be attending.
Since the employees do not attend meetings they have started mailing benefits info to them.  I asked if they would mail something for us since the last couple times I have been on site I haven't seen very many employees.  She suggested I give her some payroll stuffers promoting the $50 special with very detailed instructions.


Description:
I e-mailed Missy to see if she is able to attend the LTC seminar.


Description:
I e-mailed Larry to see if he will be able to attend the LTC seminar.


Description:
I e-mailed Linda to see if she will be able to attend the LTC seminar.


Description:
I talked w/ Lucy.  They will be having an open enrollment in Feb.  For the 250 full time employees.  There are 7 sessions about 1 hour long.  I told Lucy I would like to attend all 7.  She would also like me to come before then because they have had some new employees. She couldn’t talk longer because she was in the middle of something but when I talk w/ her about the details I will request that we come on a day that most employees use the cafeteria.  The last time we came we saw very few employees.


Description:
Enrollment on 09-09-2005: 13 new members,10 ch. Acct,10 direct deposits,4 holiday cl,4 payroll ded,1 loan appl.6 OD.


Description:
2 day visit by Anya, Shila and Jen-Call center.2 enrollments: new 19 members,11 new ch.acct,6 holiday cl,6 payroll,11 direct dep.3 oved.


Description:
I attended the benefits discussion they set up.


Description:
Felicia responded that she won't be able to attend the seminar.


Description:
MAIN: I spoke w/ Cynthia to see who could give me an update on the number of employees at Presby main.  She suggested I contact Brenda Watts 1-800-890-5420 in W-S.  I left Brenda a voice mail message.  Cynthia also asked me to drop off some more member kits, badge pulls, & pens.


Description:
I e-mailed Gail to see if she is able to attend the LTC seminar.


Description:
I presented Allegacy at the employee meeting.


Description:
I e-mailed Fred to see if I can do our annual sign up in Oct.  I also asked him about their location in the Huntersville Bus Park.  I e-mailed him to see if he is available to attend the LTC seminar.


Description:
WINSTON-SALEM - Received a message from Rob Spaugh stating he was taking our proposal to the Bar's membership meeting. He sounded very positive that this would be something they would vote in favor of. I called and left him a voicemail this afternoon to follow up on the results.

Received a call back from Rob stating that the Bar voted in favor of offering Allegacy's benefits. Rob will submit the affilaition paperwork ealry next week.


Description:
WINSTON-SALEM - Left a voicemail for Donnetta Wooten regarding possible affiliation with Allegacy. This company has 10 employees and contacted us regarding our benefits.


Description:
I e-mailed Lucy to see if she will be able to attend the LTC seminar.


Description:
THURMOND - Called and spoke with Crystal Campbell regarding possible affiliation with Allegacy. This company has 70 employees and is located in Thurmond, which is outside of Sparta, NC. They are approximately 50 miles from our Winston-Salem offices. Crystal contacted us to learn more about our benefits. I am sending her our information packet. Because of their location, they may not be eligble to affiliate.


Description:
I e-mailed Charlie to see if he is able to attend the LTC seminar.  Charlie replied that he will not be able to attend.


Description:
I e-mailed Tracy to see if she is able to attend the LTC seminar.  I also invited her to lunch to brainstorm a way to access more employees.


Description:
David and I catered an ice cream event today.


Description:
GREENSBORO - During the Breaskfast open house at the new Greensboro branch, I spoke with Christine Shoe, Assistant Director of Penn Western Benefits regarding possible affiliation. She is very interested in offering or benefits. She asked that I follow up her in 2 weeks, and she will set up a meeting with Sue Miller as well. Christine was also the winner of our $50 Wal-Mart card drawing. I am mailing her the gift card today.


Description:
I e-mailed Lucy to see if she is available to attend the LTC seminar.  She is not.


Description:
Larry replied that he will try to attend the LTC seminar.


Description:
WINSTON-SALEM - This company also has a distribution center in Greensboro, which has a staff of 100 employees. Will discuss adding this group along with the future Winston-Salem employees.

Called and spoke with Kenyon and he said he is ready to complete the affiliation paperwork. He has approval from management to move forward. I am emailing him the paperwork, and he will submit back early next week.


Description:
WINSTON-SALEM - Left a voicemail for Rob requesting a time to stop by and pick up affiliation paperwork.


Description:
GREENSBORO - Left a voicemail for Larry Walker regarding possible affiliation with Allegacy. This company has offices in Winston-Salem and Greensboro.


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


Description:
MORGANTON - Spoke with Iris Toner to follow up on credit union benefits. She said they would still like to offer our services and apologized for previously back-burnering this. She took down my contact info and will speak with her husband (the owner) tonight about Allegacy.


Description:
MORGANTON - Left additional voicemail for Allen regarding possible credit union affiliation.


Description:
GREENSBORO - Spoke with Wayne Fisher regarding possible affiliation with Allegacy. He said they already offer American Partners Credit Union to the employs and he's not currently interested in offering an additional CU. However, he did request that I send him our information, in case other employees express interest.


Description:
THURMOND - Received a message from Crystal requesting that we set up a sales meeting. I returned her call and left a voicemail stating that we may not be able to offer benefits due to the distance of her company from our closest branch. I asked that she call back for us to discuss.


Description:
WINSTON-SALEM - Left additional voicemail for Bob to follow up on the affiliation status. He has already committed to offering our benefits.


Description:
update from Novant's website:
Charlotte area has 4 impatient facilities, 839 beds, serve 14 counties with population of 2.2m, they have 6,756 employees, 269 physicians, 849 active medical staff, 105,493 emergency visits, 38,637 surgeries, 862 open heart surgeries, 26,352 cath lab proceedures, 4,990 births, 35,484 impatient discharges.


Description:
update from website. WS area has 3 inpatient facilities, 1,132 liscensed beds, 2 long term care facilities, 151 long term care beds, serve 13 counties with population of 1.4 million. 8043 employees with 188 physicians, 692 active medical staff,97,431 emergency department visits, surgeries 38,552 627 open heart surgeries, 35,173 cath lab procesures. 7,063 births, inpatient discharges 45,385.


Description:
GREENSBORO - Sent an email to Linda Whitaker to inform her that Ronco was approved at this morning's board meeting. In addition I requested a date and time to set up an on-site enrollment. Ronco has offices in Charlotte as well, I asked if the employees were supervised from Greensboro's corporate office. If so, the Charlotte employees are eligible as well.

Linda replied and said all employees are supervised from Greensboro. She asked that I contact her next week to set up enrollments in GSO and Charlotte.


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


Description:
GREENSBORO - Spoke with Les Dula regarding possible affiliation with Allegacy. I am sending him our information packet today and will follow up. He commented they were already partnered with Truliant FCU, but is willing to review our materials as well.


Description:
MORGANTON - Kim Kranz came into our Morganton office inquiring about benefits for her employees. I called and spoke with her regarding affiliation, and I'm sending her our information packet. The company has 5 employees and she said there is a lot of interest from the staff. Will follow up.


Description:
HIGH POINT - Left a voicemail for Sherry regarding possible affiliation with Allegacy. This company is located on Mendenhall Oaks Parkway in High Point.


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


Description:
LEWISVILLE - Followed up with Lisa about adding credit union benefits. She said they are still interested, however, it is still not a priority right now. She asked that I not give up and to call back in November. Will mark calendar.


Description:
GREENSBORO - Left a voicemail for Toby informing her that PharmaLabel was approved at yesterday's board meeting and requested that we schedule and enrollment.

Toby called back and we scheduled an enrollment for Tuesday, October 4th at 11:15am. This will cover multiple shifts. Depending on the need, we may need to stay several hours or come back for the evening shift. Toby will advise closer to the time.


Description:
GREENSBORO - Left a voicemail for Shannon informing him that Bayada was approved at yesterday's board meeting and requested that we schedule and enrollment session for his staff.


Description:
Mailed 40 new membership kits to Human Resources at Beth Hudnall's request.


Description:
HIGH POINT - Called to reach someone in Human Resources to discuss possible affiliation with Allegacy. The operator said the HR Director recently left and they are trying to replace the position. No one else was available to take my call. She suggested I try back in a few weeks. Will mark calendar.


Description:
GREENSBORO - Left additional voicemail for Dana to follow up on credit union benefits.


Description:
CLEMMONS - Left a voicemail for Wayne Prater regarding possible affiliation with Allegacy. Vartech's new office in Clemmons is now operational, and is located directly behind Allegacy Village.

Received a call back from Wayne stating that he would like to offer our benefits, however, they are still in the process of moving employees to this location. He asked that I call him back in January 2006 to get them set up. Will mark calendar.


Description:
Name change from ABCD- Association for the Benefit of Child Development to Imprints. Housekeeping at October board meeting.


Description:
I received an e-mail from Brusters asking me to resend the event info.  The e-mail I sent got deleted.  I resent the info.  I also talked w/ Molly.  The tickets will be interofficed to me Friday.


Description:
I received an e-mail from Sheila asking for the poster to promote the ice cream event to the office employees. I e-mailed her the poster.


Description:
I e-mailed Carin to let her know I will have the tickets ready for her Monday.  I also e-mailed her a poster to promote the event.


Description:
Left a message for Teresa about an enrollment.


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


Description:
Tolk to Tonya about an enrollment.She will call back in September about day and time.I give her my Cell #  and work.


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


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

Received a call back from Ted to set up enrollment. He would like for us to come sometime in the first 2 weeks of October. He asked that I call him on October 3rd to officially schedule. In the mean time, he requested I send 10 memebrship kits.


Description:
Tonya Calls back.New enrollment will be on November 1 at 6 pm.


Description:
I called Stacey in the foundation. Margaret Whitaker is my contact about sponsorship in the Heby Children's Golf Tournament. I told her that we paid the amount twice. We are putting the fund toward the 2006 tournment.


Description:
Carin replied. We scheduled the ice cream event for 9/28.  They have 175 employees.


Description:
WINSTON-SALEM - Stopped by Rob Spaugh's office and picked up the affiliation paperwork for the FCBA. This association has 1,100 members.


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


Description:
Spoke with Wanda Burcham about holding an enrollment. She commented that she still prefers to hold the information sessions herself, however, requested that I send 10 new membership kits. I am mailing this out today.


Description:
Left a voicemail for Vicky Clanton to schedule Allegacy for their annual benefits fair in November.


Description:
I called Scott to discuss Long Term Care seminar that he attended. I wanted his permission to provide his information to Corey Reich to contact him.


Description:
I called Elizabeth about an enrollment.She said that new Benefit Fair will be in November 2005. We have to call back in last week on October about day and time for November benefits fair.


Description:
Enrollment on Sep. 22.  I sign 33 new members, 29 Checking acct., 29 direct deposits, 7 holiday clubs, 4 money markets, 11 payroll ded, 2 visa appl, 2 loans appl (I was very busy!!!)


Description:
New enrollment will be on 10-19-2005 from 12-3:30 pm


Description:
Left a message for Becky about an enrollment.


Description:
HVL: 9/23 Tracy e-mailed me w/ a time period for the ice cream event.  I checked w/ Brusters availability.  

9/26 Judy e-mailed me to let me know that they are available to cater Pesby 10/11.  I e-mailed Tracy to see if 10/11 from 2-4 will work for her.  She replied that she is checking w/ some people to make sure there were not meeting conflicts.


Description:
I sent the World of Thanks gift basket to Tom Leitzel to congratulate the Charlotte office for ranking #3 out of the top 25 MBA programs in NC.


Description:
Sent an email to Linda Whitaker following back up on setting up enrollments for their Greensboro and Charlotte locations.


Description:
Scheduled enrollment for December 1st, 2005 at 8:30am and 2:00pm.


Description:
Received a message from Chris to set up an enrollment. I returned his call and left him a voicemail. He is gone for the rest of the week, so I will follow up again next.


Description:
I talked with kathy Banks and Peter La Roach. We are setting up training for counselors on the new program for next week.


Description:
I talk to Danita about new enrollment. She thinks it will be OK to call back on December 2005


Description:
Tolk to Billie .She has 1 new employee only, she has a 5 pacets from Allegacy.


Description:
Talk to Leroy Evarhart about enrollment. I will call back week Oct.3 about day and time.


Description:
Talk to Karen about an enrollment.She will call back about day and time.


Description:
Rescheduled enrollment for Tuesday, October 18th at 3:30. This session will take place in their main High Point office.


Description:
ADVANCE - Received a call from Alton Teague regarding credit union benefits. He said they have been contacted by Truliant FCU; however, he wanted to review Allegacy's information before making a decision. I am sending him our sales packet today and told him I would call back next week to follow up. I requested that we set up a sales meeting soon to discuss benefits.


Description:
Left a message for Lisa about enrollment.


Description:
Spoke with Jim Hedrick to set up an enrollment. He would like for us to come in early October. He is checking his schedule and will call me back.


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


Description:
Spoke with Christine Whicker and set up an enrollment for Wednesday, October 12th at 9:00am.


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


Description:
Left a message for Dot about en enrollment.


Description:
GREENSBORO - Left a voicemail for Sue Miller to discuss adding credit union benefits. I mentioned that I would like to meet with her and Christine Shoe.


Description:
New enrollment will be on Oct.24 from 9-1:30


Description:
Scheduled an enrollment for Tuesday, October 25th at 2:00pm at their Tobaccoville location.


Description:
9/16 Fred replied to let me know he will not be able to attend the Long Term Care seminar and asked what my availability is in Oct.  I e-mailed him to give him some dates and to verify that their weekly meetings are still on Tuesdays.

9/27 I haven't heard back from Fred yet so I e-mailed him again to see if Tuesday, Oct. 18 will work.


Description:
I called Molly to make sure the second set of tickets have been interofficed.  She was out of the office so I spoke w/ Cheryl.  Molly called me to let me know she was overnighting them by UPS.


Description:
I received an e-mail from Carin that she could not put up the poster until she had the tickets.  I e-mailed Carin to let her know I would bring the first set this morning and the second set as soon as I got them.  

I dropped all of the tickets off this morning.


Description:
Fred e-mailed me to let me know that the 18th works and the meeting starts at 8:15.  I replied to let him know that I will be there.


Description:
I received an e-mail from Charlie asking if we are still planning on going forward w/ the agenda we presented earlier.  I forwarded the e-mail to Denise to find out what she is planning on doing and then I will send Charlie a poster.  Denise replied.  I replied to Charlie to let him know that we will be doing generic presentations on Allegacy and AIG and then answer questions.  I also asked him if any of the attorneys are planning on attending.


Description:
Left a voicemail for the new administrator to set up an enrollment.


Description:
Spoke with Sherrie Fain to request a donation to the Don't Wait Golf Tournament for 2005. She is going to check with her husband, the company's CEO, and get back with me within the week. She feels confident they will donate again.


Description:
Spoke with Robin Yates to request a donation for the Don't Wait Golf Tournament for 2005. He said he is interested in getting together a team to play this year. I emailed him brochure and registration forms.


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


Description:
Left a voicemail for Melissa to see if we needed to re-stock any membership kits or promotional items for her staff.


Description:
Left a voicemail for Bill Hathaway requesting a donation for the Don't Wait Golf Tournament for 2005.

Bill called back and has expressed interest in either playing or donating to the tournament. I emailed him our brochure to review. He will call me back to let me know his plans.


Description:
GREENSBORO - Spoke with Barbara to follow up. She said she has discussed the credit union with the CEO and they want to continue evaluating the benefits. She requested that I call back in 2-3 weeks. Will mark calendar.


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


Description:
WINSTON-SALEM - Emailed Kenyon to see if I can be of any assistance or answer any questions. I encouraged him to submit the affiliation paperwork soon.


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


Description:
Emailed Jenny Surmons to see if they needed any additional membership kits or promotional materials.


Description:
I received an e-mail from Gail apologizing for not replying to my last e-mail.  She has been on vacation and has started taking classes on Tues and Thurs.  She thanked me for the information and told me she will continue to forward it to the field employees.  I replied and asked her to let me know if she and Gail decide they would like to meet w/ our LTC rep.


Description:
MAIN: Belinda, Cheryl, Marina, and I met w/ Heather McNatt, marketing manager about partnering on community events.  Her role is similar to Cheryl's.  Katie Everett, Director of Marketing & Public Relations was not able to meet w/ us.  Kim Henderson is the person we need to talk w/ about community events.  She is the community relations mgr.  Some of the community events they sponsor are Heart Walk, Race for the Cure Survivors Luncheon, Bobcats Training Facility, Juvenile Diabetes, March of Dimes, Discovery Place grossology exhibit, Birkdale Concert Series, Shout.  She told us to contact Ed Adams in the cafeteria about doing an ice cream event at Presby main.  Cheryl and Belinda asked to receive an electronic version of their Focus Newsletter to advertise future events.  Heather also told us about Huntersville's 1 yr anniversary Nov. 11 or 12.


Description:
8 new members, 7 ch., 7 direct dep.  Accts, 1 vacation club, 3 payroll ded, 1 visa appl, 1AIG ref.


Description:
Marina and I saw 182 employees total at the ice cream event.  We signed up 16 new members.


Description:
Mailed 5 new membership kits to Jenny Surmons.


Description:
Spoke with Wanda Edmunds at SGL in Morganton to discuss increasing membership and services among employees. I also requested we set up an enrollment and would like to mail promotional items. She may allow Allegacy to visit in December, but needs to clear this with the plant manager first. She will get back with me to confirm.


Description:
Sheryl left a message for Anya with several enrollment dates. I called Sheryl back to confirm 2 of the 3 sessions requested. We are scheduled for:
Tuesday, October 11th @ 2:00 - David Foster
Thursday, October 13th @ 9:00 - Anya Pacyga


Description:
Innovative Glass & Mirror has gone out of business.


Description:
New enrollment will be on Oct.25 at 9 am.


Description:
Spoke with Royce Byrd who is supervisor over the Burke County employees. I asked him about setting up an enrollment and requested different ways he felt would be effective in growing membership. I am mailing him payroll stuffers for his 65 employees in Burke County. He asked that I call him back next week to discuss enrollments.


Description:
Sent an email to Mark Parham requesting a donation for the Don't Wait Golf Tournament for 2005.


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


Description:
Spoke with Shannon and set up an initial enrollment on Wednesday, November 9th at 10:00am. I am emailing him a 'flyer' which he will distribute to staff advertising our upcoming visit.


Description:
ADVANCE - Set up a sales call for Thursday, October 13th @ 2:00 with Dan Vancles.


Description:
Received an email from Melissa Kiger stating that the new HR Director has chosen not to promote Allegacy as their "credit union of choice." We will continue to send them promotional items and keep them on our mailing list.


Description:
WILKESBORO - Left a voicemail for Ted Chapin regarding possible affiliation with Allegacy. This hospital does contract work with Novant Health.


Description:
GREENSBORO - Spoke with Larry Walker in the Greensboro office, who referred me to Ann Marr in their corporate in Missouri. I left a voicemail for Ann regarding possible affiliation with Allegacy. Larry also sent Ann an email to discuss affiliation.

Received a call back from Ann Marr in their corporate offices. I spoke with her about offering our benefits to make her Greensboro employees eligible at the credit union. She is interested in our services and has requested more information. I am sending her our sales packet and will follow up. This company will help handle logistics for the new Dell plant.


Description:
GREENSBORO - Left a voicemail for Christine requesting to set up a sales meeting regarding credit union benefits.


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


Description:
MORGANTON - Spoke with Kim to follow up on the information packet. She has reviewed our materials, but wants more time to look at it. She has interest in offering our benefits. I will call her again in 1-2 weeks.


Description:
Left a voicmail for Cathy Hayes requesting a donation for the "Don't Wait" golf tournament for 2005.


Description:
WINSTON-SALEM - Spoke with Karen regarding possible affiliation with Allegacy. They are interested in our benefits and I'm sending her our information packet today. I also spoke with her about the use of our community rooms in Winston and Clemmons. Will follow up.


Description:
I e-mailed Carin to see if they will accept their completed direct deposit forms along w/ our signed direct deposit forms instead of trying to get signatures from all of the employees.


Description:
Marina and I completed all of Carrier's direct deposit forms.  I dropped them off at Carrier for Carin to get them signed.  She told me she would let me know when she has them ready.


Description:
MAIN: Marina and I attended Presby main benefits fair today. 
 
Results: 12 mbrs; 8 ck; 3 h/v; 7 dd; 15 pd; 1od; 1 AIG

One of the students came by our table and asked about joining the credit union. I told her she was not eligible but I gave her a card to give to her instructor.


Description:
I e-mailed Vernon to follow up with him per his request that I check back in the fall.


Description:
I spoke w/ Linda.  They are still transitioning to Sonoco stuff.  They will be having a benefits meeting Oct. 17.  Linda suggested I check back after that.


Description:
I e-mailed Ervin to see when we can schedule the initial enrollment.  I mailed badge pulls to Laura and Gigi.


Description:
I e-mailed Keri to find out where she is w/ the wall hangings for the artwork.  She is anticipating having them hung by mid-October.  I called Carolyn to give her an update.  Carolyn suggested I contact Lori for future updates and events since Carolyn is moving to SC and will no longer be the treasurer.


Description:
Tolk to Celeste about an enrollment. David Barabe will call me next week.


Description:
Bankruptcy company, will call about new company name.


Description:
Talk to Karen about enrollment. She will call back next week.


Description:
I received an e-mail from Bethany asking for a list of Allegacy locations and no-surcharge ATMs for all of the Centex locations.  I replied that only the locations that are paid or supervised by Charlotte are eligible.


Description:
Send email to Travis info about Allegacy enrollment.


Description:
I e-mailed Shelly to see if they have made a decision.


Description:
Left a message for Joyce about an enrollment.


Description:
I received a call from Ashleigh concerning the emergency loan guidelines. Carl and Ashleigh do not feel that the program is beneficial because our guidelines are the same as theirs.  They would like us to modify our program to include less catastrophic emergencies. Ashleigh is going to e-mail me an explanation of what they would like that I can forward to Belinda.


Description:
I spoke w/ Yvonne.  She asked me to send her info to pass on to the employees.  I explained the difference between our charter and Charlotte Metro's charter.  She asked me to e-mail her the paperwork.  I e-mailed it.


Description:
I met Margaret Gant at the Discovery Place benefits fair who asked me to contact Molly Clune about offering Allegacy to the YMCA Childress Klein Branch employees.  I called and left a voice mail message for Molly.


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


Description:
HIGH POINT - Left additional voicemail for Sherry regarding possible affiliation.


Description:
I left a voice mail message for Cortney to see if someone has taken over the benefits position that I can talk w/ about offering Allegacy to the employees.


Description:
GREENSBORO - Left additional voicemail for Meredith to follow up.


Description:
GREENSBORO - Left additional voicemail for Linda to follow up on adding credit union benefits.


Description:
HIGH POINT - Left aditional voicemail for Kathy to follow up. I also mailed her a card encouraging her to affiliate with Allegacy.


Description:
I went by the plant and had the employees sign the Carrier direct deposit forms.  All except 4 signed.


Description:
I left a voice mail message for Denise to meet me at the Hvl FC at 10:45 so we could drive into downtown together.

I spoke w/ Charlie.  25 employees signed up for tomorrow's meeting including 4 attorneys. None of the attorneys came to the last meeting.  Charlie thinks the college planning triggered some interest this time.


Description:
Bethany returned my call and left a voice mail message explaining that all of the locations she e-mailed me have employees who are supervised by the Clt division.  I talked w/ Belinda and Marina is going to compile this info for Bethnay next week.

I returned Bethany's call and explained about the request letter and factors to consider form.  I told her I would call her later this afternoon to complete the factors to consider form.  

I spoke w/ Bethany and we completed the factors to consider form.  I also e-mailed her the request letter.


Description:
I tried to contact Centex Homes the builder of The Village of Rosedale to see if they have created a homeowners association yet.  No one answered.  I will try again later today.


Description:
I received a call from Sheila because she has not been able to get through to the call center.  She tried the 800 number and the 336 number.  I contacted Debbie and asked her to call Sheila.  Debbie checked the phones and didn't know why Sheila was not able to get through.  I followed up w/ Sheila this afternoon who said that Debbie was wonderful and answered all of her questions.


Description:
I e-mailed Marlene to see if she is interested in offering Allegacy to her employees.


Description:
I left a voice mail message for Joan.  The receptionist didn't know her e-mail address.


Description:
I e-mailed Jerry to see if he will send me his wife's contact info.  She works at OrthoCarolina.


Description:
GREENSBORO - Called to reach someone in Human Resources. The operator would not transfer my call since it was sales related. Will do more research on company and try again later.


Description:
HIGH POINT - Left additional voicemail for Angie regarding possible affiliation. This group has 480 employees and is located on Mendenhall Oaks Parkway in High Point.


Description:
GREENSBORO - Left additional voicemail for Charlie to discuss adding credit union benefits.


Description:
RURAL HALL - Spoke with Harry Sages regarding possible affiliation with Allegacy. This company has 50 employees. I am sending him some materials by email, and he asked that I call and follow up next week. He is interested in our services.


Description:
WILKESBORO - Received a call back from Ted Chapin. We discussed possible affiliation for his staff and the benefits of a credit union. He currently belongs to a CU and is open to reviewing our materials and potentially adding Allegacy. I am sending him our information packet today and will follow up.


Description:
Denise White and I attended a lunch and learn at Womble Carlyle.  10 out of the 12 employees who attended are already Allegacy members.  We picked up 4 AIG leads and 1 autobuying lead.  We also talked to them about other investment issues, home equities, credit cards, and basic Allegacy info.

Christy e-mailed me the lunch invoice.  I will interoffice the check request to Belinda tomorrow.


Description:
I received a call from Ervin about my e-mail.  Since they just did the benefits fair he asked me to e-mail Leslie a payroll stuffer to include w/ the employee checks.  He also asked me to contact Leslie in the future since she handles benefits.


Description:
Called to follow back up with Ted. I left him a voicemail requesting that we set up an enrollment for October.


Description:
GREENSBORO - Left additional voicemail for Dana to follow up on adding potential benefits.


Description:
GREENSBORO - Left an additional voicemail for Sherry to follow up on adding credit union benefits.

Received a call back from Sherry. She stated that the HR Director is currently on maternity leave, but she would be happy to review these materials as soon as she returns. She asked that I call back in a few months to follow up.


Description:
Left a voicemail for Linda to set up an enrollment for her Greensboro and Charlotte offices.


Description:
HIGH POINT - Left a voicemail for Kathy Fisher regarding possible affiliation with Allegacy. This company has 85 employees and is located on Mendenall Oaks Parkway in High Point.


Description:
Left a voicemail for Jim Hedrick following back up with him to set up an October enrollment.


Description:
GREENSBORO - Left an additional voicemail for Joe Hilliard to discuss potential affiliation.


Description:
WINSTON-SALEM - Left an additional voicemail for Debbie regarding potential affiliation. This company is opening its newest plant in Winston soon and will be a supplier for Dell.


Description:
I took Jackie & Tracy to lunch.  We talked about doing small lunch & learns w/ 10 employees at a time.  They suggested we break down the groups to 1 at Public Works, 2 for the Town of Cornelius, 2 at the Police Dept. The contacts for Public Works & the Police Dept are in notes. They also told me Leamon Brice is the town manager of Davidson.


Description:
I talked to Elizabeth and Dean about T3 being on our board of directors. He serves on Wachovia's board of directors. We are going to ask Ed Worthy Ed is the Senior Vice President of Organizational Effectiveness. Dean is going to talk with him on Friday and they will let us know on Monday.


Description:
GREENSBORO - Left an additional voicemail to follow up with Christine Shoe about settng up a sales meeting to discuss benefits.


Description:
MORGANTON - Left an additional voicemail for Allen to discuss potential affiliation. I mentioned that I would like to visit viscotec again and discuss some new promotions and changes that have taken place with Allegacy over the last year. I have been told this company is planning to add up to 100 more employees. Will continue following up.


Description:
GREENSBORO - Left a voicemail for Jan at their main office in Wilmington to discuss potential affiliation with Allegacy.


Description:
Left a voicemail for Nancy Vlcek to set up an enrollment for November 2005.


Description:
Left a voicemail for Sheila to set up an enrollment for November 2005.

Shirley Konter called back and we set up an enrollment for Thursday, November 17th at 8:45am.


Description:
Called and scheduled Allegacy to attend their annual benefits fair on October 28th from 1:00-4:00.


Description:
I e-mailed Cynthia to see if she is available to meet w/ me to talk about offering credit union services.


Description:
I left a voice mail message for Gail to follow up on the person I need to contact in Charlotte about offering cu services.


Description:
I e-mailed Barbara to try to schedule a meeting.


Description:
I left Abby a voice mail message to see if she could help me get a meeting w/ the new HR person in October.


Description:
WINSTON-SALEM - Received a call from Elena Allen, the head of the PTA for the Montessori School. She said she also wanted to review our materials. I put together an additional sales kit for her to pick up. I will meet with her next week to discuss potential affiliation.


Description:
I spoke w/ Cindy, the receptionist.  She told me that Brenda is no longer working.  She is going to ask around to find out who I need to talk w/ about offering cu services.


Description:
Patt will get in touch w/ me at the end of Oct. to let me know what the board decides.  She is going to recommend that they offer us.  The new benefits enrollment will be held in Jan.


Description:
I e-mailed Marie to try to schedule a meeting.


Description:
I spoke w/ Julie about doing a sign up Nov. 10 from 9-1pm.  We are going to set up in the receptionist area.  I will pick up the Bus Dev table at Fish Day to use at this event.  We will take donuts.  I e-mailed a poster for them to include in the paychecks to promote our visit. Sherry told me they usually have 30-40 employees come in to pick up paychecks.


Description:
WINSTON-SALEM - Elena Allen stopped by to pick up additional information packets and affiliation papers. I met with her and explained the process and she will have Karen Kuse complete the forms this week. I will follow up with her in a few days.


Description:
I received an e-mail from Cynthia letting me know they do not intend to offer a credit union as part of their 2006 benefits plan.


Description:
Attended enrollment with the following results: 4 new members, 3 chk, 2 DD, 3 P/D, 1 OD, and 1 business account.


Description:
talked with Elizabeth about getting packets to all of her facilities. They are discarding Piedmont's information and putting ours in its place.


Description:
Held enrollment with David Foster with the following results:
36 New, 35 Check, 7 H/V, 35 DD, 8 PD, 2 LN, 4 Visa, 2 AIG


Description:
GREENSBORO - Left a voicemail to follow up with Barbara on our last conversation. She previously mentioned that the company's president will need to review our materials before she can agree to affiliate.


Description:
GREENSBORO - Spoke with Luke Medlin, HR Director, about adding benefits. He said Tammy has passed the information on to him and he needed more time to review our brochures. He asked that I call back in a few weeks. Will mark calendar.


Description:
Left a message for Julie about en enrollment.


Description:
New enrollment: 6 new members, 4 chk. Acct, 1 AIG, 4 direct deposits, 3 payroll ded.


Description:
GREENSBORO - Left an additional voicemail for Christine to request a meeting with her and Sue Miller to discuss adding credit union benefits.


Description:
GREENSBORO - Spoke with Kim Rider about possible affiliation. She said they currently have a relationship with Truliant FCU, which serves all of their Greensboro and High Point locations. She referred me to Karen in the YMCA's metro division to discuss credit union options further.


Description:
GREENSBORO - Left a voicemail for Les Dula to follow up on the information packet sent. He is a credit union supporter, and said they are happy with their relationship with Truliant FCU. In the message, I mentioned he may want to consider offering Allegacy as an additional option because of our location and convenience to their office. This group has 125 employees.


Description:
GREENSBORO - Left an additional voicemail for Ann Marr to follow up. I also sent an email with the attached affiliation paperwork. This company has employees in Winston-Salem and Greensboro and will service the new Dell facility.


Description:
HIGH POINT - Left another voicemail for Kathy to follow up. I have not been able to reach her for several months by phone or mail. Will follow up one last time before marking as lost.


Description:
WINSTON-SALEM - Spoke with Kenyon to check on the affiliation status. He said he has completed the paperwork and sent them to their corporate for senior management to sign. He hopes to have the paperwork back by the end of this week and will forward to me immediately.


Description:
WINSTON-SALEM - Left a voicemail for Bill Harrison regarding possible affiliation with Allegacy. This company recently moved its operations from Virginia to Winston-Salem and employees 80 people.


Description:
GREENSBORO - Spoke with Pat about possible affiliation. She said they were already affiliated with Truliant FCU and were happy with their service. She said I could send her our information, but she does not think they will make any changes.


Description:
I called to talk with Denise about the JTI  benefits. It has been one year since we visted her company. I made sure she has all the information that she needs.


Description:
Attended benefits fair with the following results: 11 new members, 7 chk, 5 DD, 8 P/D, 3 Holiday Clubs, 3 OD, and 1 Visa.


Description:
I called Joe to ask for an update. I got his voicemail again. Left message to please call me back.


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


Description:
GREENSBORO - Spoke with Sherlyn to follow up on the information packet. She reviewed our materials and is a supporter of credit unions; however, said they are already affiliated with Summit CU and have high employee participation with them. I mentioned she could offer Allegacy as another option, since we are located so close to her facility and she said they would keep it in mind. I will call back in a few months to check again.


Description:
MORGANTON - Left a voicmail for Ron Atkins to discuss where we stood with possibly adding benefits. Cindy Comer had recent contact with Ron, who commented that Viscotec may be interested again in our services.


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


Description:
MORGANTON - Spoke with Iris to follow up again. She said she would like to set up a time to meet soon to complete the paperwork. I am planning a trip to Morganton soon and will stop by this facility. The company has 25 employees.


Description:
Greg Wood is meeting with Coey regarding LTC insurance. He stated that he is also getting a quite from BB&T another client of theirs.


Description:
They are meeting with Corey about LTC. 
Personnel Committee is : Ashley Rusher, Jeff Patton, Will Lloyd. The Benefits committee is Neil Tackaberry, Jeff Patton, Linda McCartney; Executive Committee is Neil Tackaberry, Jeff Patton, Peter Juran, Reg Combs and Brian Herndon.


Description:
MORGANTON - Received a call back from Ron Atkins who commented that he has been encouraging Allen Kniceley to affiliate with Allegacy. Ron assists HR with the hiring of new employees.This company adds about 25 employees every 2 weeks and has over 300 employees. Ron will speak with Allen again, and said I should call back in another week. Will mark calendar.


Description:
I attended the benefits fair today.  I spoke w/ Carl and Ashleigh about the emergency loan program.  I explained that the strict guidelines for the program are board approved and created to protect our members.  We also discussed the importance of the employees going through credit counseling when they receive the emergency loan.  They have decided to offer their employees only one loan through Davidson and then any additional loans must go through Allegacy.

Results: 10 mbrs; 1 ck; 1 dd; 8 pd; 7 h/v; 1 od; 2 visa; 1 AIG


Description:
Spoke with Linda about initial enrollment. She said her employees in Greensboro and Charlotte office have expressed interest in a credit union enrollment. She wants to look towards mid-November for the sign-up.


Description:
I talked with Sue about Alliance One International. They are the new parent company ofr Cres Tobacco. Their payroll stayed the same. I updated grapevine to add Alliance one but they will still operate as Cress Tobacco.

Christy Bachlor 252-291-4702 is the Wilson contact for payroll questions at Alliance One.


Description:
Left a voicemail for Diana Vestal at the Whitaker Park location to set up an enrollment. We recently visited their King Factory.


Description:
GREENSBORO - Spoke with Linda to follow up. She still expresses interest, but wants to wait until the first of the year before offering to her employees. Will mark calendar to follow up then.


Description:
I e-mailed Pam to thank her for inviting me to the benefits fair.  I also asked her who we should mail the direct deposit forms.


Description:
I received an e-mail from Pam letting me know we should send the direct deposit forms to Renee Baker.  I put her mailing address under comments in SEG Mgr.


Description:
Mailed 10 new membership kits to Gay Heath at her request.


Description:
Held Volvo employee day at Greensboro financial center. We saw about 50 employees. We gavethem $10 gift certificate for Steak Street and $10 Hess gas card for coming in. If they signed up for checking with direct deposit, we gave them an additional $50 gas card.David, Anya, Rita, Chris Gwyn and I worked the event.


Description:
N. WILKESBORO - Left an additional message for Ted Chapin with his assistant. Will continue following up.


Description:
Universal Solutions has been purchased by Inmar parent company and new name of the company will be Carolina Supply Chain Services, a division of Carolina Logistics. Our new contact person is Melissa Vernon. Her phone number for right now is 770-1983. Her email is melissa.vernon@inmar.com
The weekly staff is paid on Friday and the biweekly on Tuesday. They will have ach payroll capability.


Description:
HIGH POINT - Company signed on with Truliant FCU. Will mark as lost.


Description:
WINSTON-SALEM - Left a voicemail for Buddy Willingham to discuss possible affiliation for the Stericycle employees. This company recently acquired Universal Solutions, which was already in our field of membership.


Description:
Left a voicemail for Tracy to discuss opportunities to communicate with her staff about the credit union. I informed her of our newest branch in Greensboro, and requested that we do something for the employees there to get our name out.


Description:
Left a voicemail for Barbara Cannon to discuss opportunities with their 400 employees in Asheville. I also requested we set up an enrollment for the W-S staff.


Description:
I called Elizabeth about Ed's bio for the board; also I asked her about the flyers for the VISA brochure to go to Deborah Tyson. I also asked her about the distribution centers and whether I needed to get information out to them regarding the new benefit option.


Description:
WINSTON-SALEM - Spoke with Kenyon and he updated me on their current status. He said he expects us to receive the paperwork by next week. Everything has been completed and dropped in the mail.


Description:
I left Carin a voice mail message asking if she is available to meet w/ Belinda and me for an informal survey.


Description:
I left a voice mail message for Linda to follow up on board's decision.


Description:
RURAL HALL - Followed up with Harry again. He confirmed to me he would still like to add the credit union benefits, but needs another week before getting to this. Will call back next week.


Description:
MORGANTON - Left a voicemail for Tom McCombs regarding possible affiliation with Allegacy. This company has 30 employees and is located less than 1 mile from our branch. Cindy Comer referred this group.


Description:
GREENSBORO - Left a voicemail for Marlene Barlow regarding possible affiliation.


Description:
E-mailed Leslie to let her know I will drop off the payroll stuffers tomorrow.


Description:
Received an e-mail from Keri letting Carolyn know the wall hangings should be in this week and we will let them know when we are ready to hang artwork.  I forwarded the message to Lori who is our contact now.  Carolyn moved and is no longer involved w/ Lake Norman Art League.


Description:
I dropped off the payroll stuffers with Leslie.  I also gave her two Allegacy bags - 1 for her and 1 for Ervin.  Leslie mentioned an interest in our CD rates so I e-mailed her the rates.  She replied and thanked me for the bags.  Ervin and she loved them.


Description:
I e-mailed Bethany to see if she is available to meet to go over the information she asked me to compile.


Description:
I left a voice mail message for Paige to see if she has had a chance to talk w/ her boss about a meeting.


Description:
Attended benefits fair with the following results: 5 new members, 1 chk, 1 DD, 9 P/D, 5 H/V Clubs, and 1 OD.


Description:
Marina and I visited the employees on pay day.  We set up in the reception area so we could talk to the employees as they came in to pick up their paychecks.


Description:
Set up a meeting w/ Bethany 11/17 at 10am.


Description:
Irene visted group for enrollment. She saw 12 employees and gave out 7 new membership kits. She opened 1 new membership and handled 3 payroll deductions.


Description:
Irene visted this group. She saw 13 visitors, handed out 6 membership kits, handled 3 payroll deductions,  1loan, 4 AIG referrals and 1 CD.


Description:
Irene visited this group, she gave out 14 new membership kits, saw 15 people, opened up 4 new memberships, 2 loans and 4 AIG referrals, 2 holiday club accounts.


Description:
Irene visited this company. She gave out 10 membership lits, saw 12 visitors, opened 2 new accounts.


Description:
Attended benefits fair with Cindy Comer from the Morganton financial center. Signed up 1 new holiday club w/ payroll deduction. Saw approximately 350 employees. Much larger turnout than the previous year. Cindy gave her cards out to those who sounded interested in our services.


Description:
Apax Partners recently purchased an 80% majority stake in Spectrum Laboratories.  The investment firm plans to grow the company through expansions and more acquisitions. Nate Headley will remain CEO.


Description:
Sent Vicky Clanton and Sue Moore a 'thank you' email for allowing Allegacy to attend their annual benefits fair this past Friday.


Description:
Belinda, David, Rita, and Anya attended benefits fair with the following results: 69 new members, 130 HC, 49 VC, 164 P/D, 8 Svgs, 18 Chk, 16 DD, 1 MM, and 1 AIG referral.


Description:
Attended benefits fair with the following results: 14 P/D, 17 Hol/Vac Clubs, and 1 AIG referral.


Description:
I left Carin another voice mail message.


Description:
I e-mailed Charlie to see if she is available to meet w/ Belinda and me for an informal survey on credit union services that we currently offer and services we may offer in the future.


Description:
E-mailed Felicia to see if she is available to meet w/ Belinda and me for an informal survey about current Allegacy services and possible future services.  Felicia replied that she is available to meet for lunch 11/30.


Description:
GREENSBORO - Received an email from Ann Marr stating that she is reviewing our materials and will be making a decision on affiliation soon. I responded with a 'thank you' email and follow up.


Description:
Attended benefits fair from 7:30-1:00 with the following results: 2 new members, 1 chk, 1 DD, 17 P/D, 19 Holiday clubs, and 1 OD.


Description:
Left a voicmail for Karen Kuse informing her that the Montessori School has been approved by our board of directors and requested we schedule our initial enrollment.


Description:
GREENSBORO - Spoke with Charlie to follow up on the information packet. He said he has reviewed our materials and will consider offering our benefits in 2006. He asked that I follow up in the early parts of Jan-Feb.


Description:
I met w/ Bethany to go over the service centers and ATMs that her other locations will be able to use.  I also brought her information about our web deposits.  We talked about the enrollment process for her Charlotte employees and other locations.  She is going to e-mail me a pdf of their direct deposit form.  She would also like me to e-mail her a payroll stuffer she can give to all of the employees.  Bethany is planning on opening a savings and vacation club account with us.


Description:
MAIN: I received a letter from Betsy Shields the program director of Radiologic Technology Program asking that we include the students in our field of membership.  I contacted Betsy and explained that I would need her to sign a request letter in order for the students to be eligible.


Description:
MAIN: I received an e-mail from Belinda asking me to have Betsy sign the request letter and then she will talk to Barry and let him know that she approached us.


Description:
I received an e-mail from Lori asking if we can display some small wooden sculptures in the financial center.


Description:
I spoke w/ Keri and Ashley and responded to Lori that we had limited space so we would not be able to accommodate that particular artist at this time but if after all the artwork was hung we found that we could display sculpture we would let her know.  I also told her that the wall hangers will be installed next Wed and if she is available to come by between 2-3 they would be able to show her how they work and where the artwork will be hung.  Plus, I requested the non-liability contract that we discussed w/ Carolyn originally and told her that I would need to forward that to corporate before we could hang any of the artwork.  I cc'd Keri and Ashly since I will be on vacation next week and will not be able to meet her next Wed.


Description:
I e-mailed Richard to follow up.  At the LTC seminar he mentioned that the board was interested in offering us but wanted to wait until the end of the year.  I sent him the request letter again and asked him to mail it to Belinda so we could get it in this year.


Description:
I e-mailed Linda to follow up.  I sent her the request letter again and asked her to mail it to Belinda by the end of Nov.


Description:
I e-mailed Kathy to follow up on the request letter since we haven't received it yet.  I also e-mailed it to her again.


Description:
Attended benefits fair with Belinda from 7:30-1:00 with the following results: 1 new member, 1 chk, 1 DD, 9 P/D, and 10 H/V Clubs.


Description:
I e-mailed Matt to see if his company is interested in affiliating w/ us.


Description:
I spoke w/ Yvonne.  She was too busy to talk and asked me to call her back later.  I e-mailed her to follow up on our conversation in Oct.  I also e-mailed the request letter again.


Description:
Left a voicemail for Donna Poole to set up an enrollment for December 2005.


Description:
Left a voicemail for Vanessa to schedule an enrollment for December 2005.


Description:
Left a voicemail for Linda to set up an enrollment for December 2005.


Description:
Left a message for Michelle Jones to set up an enrollment for December 2005.


Description:
I called Susie to see if she is interested in the long term disability and life insurance discount thru JBA benefits. She had responded to the survey that she would be interested.


Description:
I emailed Joe and told him that we purchased the deposit taking atm for his corporate headquarters and that we are waiting ot hear from him about affiliation. I asked him to please update me on where we are in the process.


Description:
Spoke with Sandy Hull about setting up an enrollment. She would like for us to visit and requested that I call back in January 2006 to get on the calendar.


Description:
Irene visited company. She saw 38 employees, she gave ot 6 new membership kits, opened 2 new accounts, 2 payroll deductions and 2 holiday club accounts.


Description:
Left a voicemail for Christa to schedule an enrollment for December 2005.


Description:
Left an additional voicemail for Barbara about setting up an enrollment and getting CU information out to her Asheville employees.


Description:
Spoke with Beck Ganzhorn about setting up an enrollment for December 2005. She transferred me to Katie Merrell, who is our new payroll contact. She also will be our contact to set up enrollments. Katie said we could come out in December, however, needs to work out the times with their insurance agents to coordinate it all at once. She will call me back in a few weeks to schedule.


Description:
Left an additional voicemail for Tracy to set up an enrollment and communicate new Greensboro branch opening.


Description:
Left a voicemail for Gay to set up an enrollment for December 2005.


Description:
RURAL HALL - Left a voicmail for Harry to follow up again on adding our benefits for his employees.


Description:
GREENSBORO - Spoke with Luke and followed up on potentially adding benefits. He is still considering this and asked that I call back on Tuesday, November 29th to discuss further. He will consult with Tammy Perez in making the final decision.


Description:
GREENSBORO - Left an additional voicemail for Dan Carroll to follow up on the information packet sent. He has expressed interest in affiliation in previous conversations.


Description:
as of November 25th, John S Clark will be purchased by a Japanese construction company called Obayashi. The company was founded in 1958 and provides construction related services to 22 states. They have offices in Winston-Salem, Greensboro and Wilmington.


Description:
Left a voicemail for Tracy to schedule an enrollment for Decemebr 2005.


Description:
WINSTON-SALEM - Left an additional voicemail for Buddy to discuss potential affiliation with Allegacy. This company recently acquired Universal Solutions.


Description:
Scheduled an enrollment for Friday, December 2nd from 10:30-12:30 at the Whitaker Park location.


Description:
Received a call back from Barbara stating that the two companies weren't fully integrated yet, and she didn't want to introduce this to the new staff until the transition is complete. She asked that I call back in March 2006 to discuss our future opportunities.


Description:
received a call from Dave Danner. He handles recruitment of drivers for Tci. He said they are hiring about 25 new employees each month. I am sending him about 100 packets so he has the information to provide to them along with some pens. His direct number is 996-8000 x101
He asked that we contact Denny Walker about setting up a 401k program for their employees.


Description:
Sent Mike Linville a letter congratulating Bald Eagle on their recent Business Ethics Award.


Description:
GL - I contacted company to find benefits person.


Description:
I sent an e-mail to follow up w/ Vernon again to see if he is available to meet for lunch.


Description:
I called and left a message for Mike Nelso, the HR contact for this company. They has 2004 revenues of $105 million.


Description:
two offices in greensboro and one in ws. 2004 revenues were 3 million. They also have one office in Raleigh.


Description:
2004 revenues were 13.1 million. Two offices in the triad- greensboro and high point. They also have office in Cary


Description:
one office and five stores in the triad. They also have two stores in Charlotte and a manufacturing facility in South Carolina. Their 2004 revenues were 87.2 million.


Description:
2004 revenues were 7.8 million. One office location.


Description:
called her about enrollment. She will call us back first of the year- she is off  for a few weeks in December.


Description:
I called to talk with Barney to see if they are ready to affiliate. They talked this morning with the executive group. Sometime between now and Chirstmas they will have a  full officer meeting on a Friday to discuss credit union benefit. He will call me with a week's notice.


Description:
Brian Stanley is no longer w/ the company.  I spoke briefly w/ Dan Curry who mentioned he was in the middle of a meeting and asked me to call him later this week to talk about possibly affiliating.


Description:
I received an e-mail from Belinda asking me to try to contact the Kernersville office. Jennifer Fogle suggested I contact Brian Prow.  I tried to call Brian but the answering service answered.  I will try again tomorrow.


Description:
I Anya called to tried to schedule an enrollment. Nancy is no longer with the company. The new contact person is tammy Ellington. She is going to call Anya back after she talks with Mickey about the enrollment.


Description:
Anya called and talked with Tammy to set up enrollment for the Winston salem office. Melony is the seg rep for WS. The only location we can visit is the one in WS.


Description:
MAIN: Belinda e-mailed me to let me know she spoke w/ Barry and he is going to sign the request letter.  She asked me to interoffice her the original letter.  I interofficed it.


Description:
Spoke with Karen Kuse about setting up an enrollment. She is interested in us coming out in January and wants to consult with her staff about the date. Will follow back up the first of 2006.


Description:
MAIN: I tried to call Katie Everette but she was not available. I sent her an e-mail to follow up on our meeting w/ Heather McNatt.

12/1/05 Katie replied: 
As you’ve heard from the Triad, we are very limited in how we can support other businesses, even those with whom we partner closely like Allegacy.  We allow no outside advertising in any of our publications or facilities.  We can put an article in our employee newsletter occasionally when you have offered a new benefit or something accessible to all employees.  I know HR already works with you to promote your financial seminars etc. that you offer, but we could include those in the newsletter too – just make sure Katie Vick (copied on this email) gets informed of the schedule too.  This shouldn’t replace what is currently done, but could support it nicely. The Triad tells me that the employees there love your service center and the fact they can speak to someone personally about loans and banking needs.  I know we have your ATM in the hospital, but we could always reiterate where your service centers are in the SPR and what services you provide for Novant employees as a reminder.


Description:
Left a voicemail for Donna to learn more about the Greensboro office opening in January 2006. I also requested we set up an enrollment for the new staff, once everyone is settled in.


Description:
Mailed 40 new membership kits to Pat Valentine at her request.


Description:
I spoke w/ Patty to follow up.  The  Oct meeting was moved to Dec. 5 because of the hurricane relief efforts.  She is going to call me in a couple weeks to let me know what the board has decided.


Description:
I e-mailed Vickie to follow up and let her know that the deadline to get the group approved this year is tomorrow.


Description:
I left a voice mail message for Kathy to see if she had any other questions, asked her to fax the request letter to Belinda, and asked her to call me so I could complete the factors to consider form.


Description:
I tried to call Mark but he was unavailable.  I sent him an e-mail.


Description:
GREENSBORO - Stopped by company and dropped off materials and a christmas gift for Christine Shoe. She was not available to meet with me at the time, but still expresses high interest in affiliation. They are looking towards implementing this in early 2006.


Description:
GREENSBORO - Spoke with Dan Carroll and gave him additional credit union materials and Christmas gift. He is very interested in offering our services, and wants to affiliate in January 2006. He has already expressed interest in credit union representatives coming on site to present to his staff and hold enrollments. Will follow back up with him towards the end of the year.


Description:
GREENSBORO - Left an additional voicemail for Dana to follow up on sales. I mentioned that I was going to be in Greensboro in mid-December and would like to set up a time to meet with her. Will continue following up.


Description:
GREENSBORO - Left a voicemail for Luke to follow up on last week's conversation. I offered to meet with him in the next week or two to further discuss the credit union benefits. He has seemed positive towards our services the last few times we spoke.


Description:
MORGANTON - Spoke with Iris Toner to follow up on credit union benefits. She agreed for me to stop by and visit the plant on Tuesday, December 6th, to drop off a Christmas gift and go over our services. I will encourage her to sign paperwork on that day.


Description:
MORGANTON - Left an additional voicemail for Allen requesting to meet with him for a few minutes on Tuesday, December 6th on my visit to Morganton. I mentioned I would like to drop off a Christmas gift and discuss adding the CU to their benefits.


Description:
N. WILKESBORO - Left an additional voicemail for Ted Chapin to follow up on adding credit union benefits.


Description:
RURAL HALL - Spoke with Harry to follow up on adding services. He was concerned that most of his employees would not qualify for accounts at a financial institution and cited that most of his employees were hispanic. I mentioned we may be a better fit for his staff, since we operate differently than banks typically do. However, he was not interested at this time. He said I could follow up again in March 2006 to see if anything had changed. Will mark as lost for now.


Description:
Spoke with Donna Rhodes and collected information on Prime Care's newest location in Greensboro. See this information under "Prime Care of Hickory Branch."


Description:
Mike had called me back and left a message. I called him back and got his voicemail. I told him that we would like to offer the credit union benefit to his employees.

He called back and we talked. They currently have relationship with Members credit union. He said that they joined Members when they had an office on Indiana Ave. Since that time, they only have the one location and it is not convenient for Kville, Charlotte and Smithfield. He would like for me to send him information on Allegacy and our products. I sent to him interoffice today.


Description:
Held enrollment with the following results: 4 new members, 4 chk, 3 DD, 4 P/D, 3 HC, and 4 OD. Also made 2 home equity referrals.


Description:
Attended enrollment and gave presentation to 6 employees with the following results: 2 new members, 2 chk, 4 P/D, 1 HC, and 1 AIG referral.


Description:
Left a voicemail for Todd Aron to schedule an on-site enrollment for his staff.


Description:
Spoke with Phyllis Winfrey who will be the new office manager for the Hickory Branch location in Greensboro. She informed me they will be opeing in late January and will staff about 25 people. She agreed to have Allegacy visit for an enrollment in late January or early February. I am emailing her a list of available dates for her to choose from.


Description:
I received an e-mail from Belinda letting me know she has received the request letter. I completed as much of the factors to consider form as I could and e-mailed Kathy to ask her to complete the rest. Kathy e-mailed me the completed factors to consider form.


Description:
I received an e-mail from Keri letting me know that the wall hangers were installed in the Huntersville FC Friday.  She also e-mailed Lori to let her know that she can go by and test some artwork.


Description:
Attended benefits fair with the following results: 2 new members, 1 chk, 2 DD, 3 P/D, 2 HC, and 1 OD. Employee attendance was low.


Description:
I called and talked with Joe. He said that he hope to have this wrapped up by the end of the month. I told him that I would touch base in january if I did not hear from him sooner.


Description:
I called and talked with his secretary Amelia to see if I could find out the date of the meeting. She is going to check with him and call me back.


Description:
I e-mailed Kathy to work out the details for the enrollment and find out if we need to use their payroll form.  Kathy responded that as long as we send her the routing number and account number we can use the Allegacy direct deposit form. As for the enrollment she suggested in lieu of the enrollment meeting that I send the information kits to Sandy and have her include it in the orientation packets she and Michelle give to all the new hires during orientation. They can also broadcast the information to the office personnel and sign-up those that are interested.


Description:
Ashley, Keri, and I received an e-mail from Lori letting us know that Ann Nolan, one of the executive committee members has volunteered to co-ordinate the hangings and she will be contacting us shortly to view the space, and determine how many pieces can go in and of what size.


Description:
MORGANTON - Met with Iris Toner and discussed adding credit union benefits for her employees. She showed strong interest and assures me she still wants to affiliate. Will follow up next week.


Description:
MORGANTON - Allen was not available to meet to discuss the credit union. I dropped off additional information including affiliation paperwork and a Christmas gift.


Description:
Emailed Rob Spaugh to discuss what opportunities Allegacy may have to market the credit union to his membership. So far, Rob has forwarded my email to everyone announcing that Allegacy was available to them as members of the FCBA.


Description:
Left a voicemail for Niki to schedule an enrollment for early 2006.

Scheduled an enrollment for Thursday, January 19 from 12:00-4:00. An email and poster has been sent to advertise our upcoming visit.


Description:
Spoke with the receptionist who informed me J.T. was no longer with the company. She said Jon Logan would be our new contact. I left a message for him to discuss setting up an enrollment for early 2006. I updated SEG Mgr with his correct contact info and sent him an email as well.


Description:
Left a voicemail for Katie Merrell to follow up on setting enrollment date for December. She previously mentioned she wanted us to visit in Dec/Jan when they coordinate with their insurance reps.

Katie called back and emailed me a list of all the general managers at the hotels to contact about enrollments.


Description:
Valerie Thomas will call on Jan. 2006 about en enrollment.


Description:
New enrollment will be on Dec.19 2005 at 3pm.


Description:
Spoke with Michelle about attending their annual benefits fair in January. They do not feel it is necessary for Allegacy to attend again, because there has been very little turn-over and they have continued to promote Allegacy to any new teachers and employees. Michelle did request that I send more membership kits.


Description:
MAIN: Katie Vick e-mailed me and Cheryl a copy of the Focus Newsletter.  I forwarded it to Belinda.

12/1/05 Katie replied:


Description:
I e-mailed Robin to get Stephen's contact info.  I couldn't find the number on their website or on-line yellow pages.


Description:
Marina called this group to find out how many employees they have and who I would need to contact.  They are not interested.


Description:
I left Debbie a voice mail message.  Marina contacted this company and they would not give her any info.


Description:
I e-mailed Lora to see if she is available to meet for coffee or lunch. I received a reply letting me know that they are not considering any new programs at this time.


Description:
Spoke with Joey Messer and scheduled an enrollment for Friday, January 6th from 2:00-3:30.


Description:
I left a voice mail for Ursula who according to Marina took Paige's place.  Paige was interested but couldn't convince her boss so I don't think we are going to have luck w/ this company.


Description:
Evernham Motorsports is a client of Abby Champion w/ Greer Walker. I met Abby through the Clt Chamber Leadership program and she is very interested in helping me get into Evernham.  Abby sent me an e-mail letting me know that Evernham is making team
changes right now and she can't  get them to set up a time to have lunch w/ her and Russ.  She has been trying since June, but mgmt has been very busy.  Russ was my guest at the Fitness 500 event.  Abby has promised to keep me posted.


Description:
I e-mailed Christina to see if she is available to meet for coffee or lunch. The e-mail came back so I called to verify the address and reached Christina.  She is swamped right now w/ open enrollments but will meet with me in Jan.


Description:
I e-mailed Larry to see if anything has changed. Larry replied that nothing has but he will let me know if anything does.


Description:
Called and talked with Donald Henry. This group already offers Summit and they are in walking distance. They are not interested in offering another group. Marking account lost.


Description:
sent paperwork to NCUA to change name to Carolina Supply Chain Services from Universal Solutions. Will take to board in January.


Description:
I e-mailed Rhonda Walker who is directly under Vernon and is taking over all of his responsibilites temporarily  to see if she is available to meet w/ me to talk about Allegacy.  I used my sister as a reference.

12/8/05 Rhonda replied that she forwarded my request to Kevin Franklin who is the decision maker.


Description:
I left another voice mail message for Linda to follow up on board's decision.


Description:
Spoke w/ Ruth.  She hasn't had a chance to talk w/ her executive team yet.  A merger will be happening in March and she isn't sure whether the executive team will want to wait or make a decision before.  She asked me to follow up late Jan.


Description:
marking lost- they chose Allegacy at work program because Wachovia is willing to put branch location on site with staff.


Description:
Ann Nolan visited the financial center today to look at the space and talk w/ Ashley about the type of artwork we would like.  Ashley called me to verify that we need the non-liability contract before the art can me hung.  

I e-mailed Lori to set up a meeting to discuss how we can promote Allegacy services to their members and educate her on our services since she is our new contact for this group.


Description:
I e-mailed Judy about the company wide meeting.


Description:
I e-mailed Jenni to see if I they have rescheduled their employee meeting and to see if I can come out and talk to their employees.


Description:
I e-mailed Larry to find out when his next quarterly meeting is and to see if I can attend.

12/8/05
Larry replied: InfoVision Inc sold their MBS practice to IBIS, Inc out of Atlanta. I and 4 other InfoVision employees have transitioned to IBIS, Inc. Your new contact at InfoVision, Inc is Deborah King @ deborah.king@infov.com. I've copied her on this email. I intend to stay an active member of Allegacy.


Description:
I e-mailed Lucy to see if she is available to meet for lunch to talk about the upcoming benefits fair in Feb and other ways to promote Allegacy.


Description:
I e-mailed Fred to see if he is available to meet w/ Belinda and I for an informal survey.


Description:
I e-mailed Charlie to see if he is available to meet for coffee.  I would like to talk w/ him about doing something that would attract the attorneys and about any potential wealth management employees he may have.


Description:
Emailed Katie Merrell the affiliation paperwork for the JH Adams Inn in High Point. This is a new hotel the Angell Group has aquired.


Description:
Spoke with Fred Sowers and scheduled enrollment for Friday, January 20th from 1:00-2:30. He said several of his employees have requested an enrollment to get direct deposits set up.


Description:
Spoke with Jan Cochran and set up an enrollment for Monday 5th December from 11:00-12:30. She requested we bring a light lunch for 10 employees. She will get them together for short mtg & presentation.


Description:
Emailed Katie Merrell affiliation paperwork for the JH Adams Inn. This is a new hotel in High Point the Angell Group has acquired.


Description:
GREENSBORO - Left an additional voicemail for Barbara to follow up. In our last conversation, she mentioned that their president would have to approve before she could give me word on final decision.


Description:
Spoke with Lana Schlotfeldt and scheduled an enrollment for Friday, January 13th from 1:30-3:00. She said we can give a short presentation to the staff, then enroll new members. She also requested that a Spanish-speaking employee attend for the Hispanics.


Description:
WINSTON-SALEM - Left a voicemail for Kenyon requesting an update on the affiliation paperwork status.


Description:
GREENSBORO - Emailed Ann Marr to follow up and requested an update on adding benefits. Last we had spoken, she said she supports credit unions, but has not made her final decision on Allegacy.


Description:
GREENSBORO - Left Luke Medlin an additional voicemail to follow up on our previous conversation. I also emailed him and attached the affiliation paperwork.


Description:
Emailed Patty Cook in Human Resources to request a list of Volvo Divisions under the Volvo Trucks NA name in Greensboro. When I spoke with her yesterday, she said she will gather all payroll contacts info and send me direct deposit forms for the separate departments.

12/19/05 - Left a voicemail for Patty Cook to follow up on the direct deposit forms and payroll information.


Description:
Spoke with Derwin Lackey to check and see how things were going with the credit union. He said everyone is still very pleased and he does not currently have a need for enrollment or additional supplies. I asked that he call me should he need anything in the future.


Description:
Left a voicemail for Karen Blue to follow up with setting an enrollment date for early 2006.


Description:
Left a voicemail for Clark Bunting to set up an enrollment for early 2006.


Description:
Left a voicemail for Terry Sealy inquiring about their new High Point location. I informed her on the message about our Greensboro branch and requested we set up an enrollment and mail payroll stuffers to new employees.


Description:
HIGH POINT - Spoke with Kathy Brewer and discussed adding credit union benefits for her staff. She said she does not have the authority to sign affiliation paperwork, however, would be happy to place our informational materials in their break rooms. She mentioned that their home office in Hartford, Conneticut has previously signed letters for affiliation with Corporate America Credit Union, which is still available to their employees.


Description:
GREENSBORO - Scheduled a sales meeting with Kim Roberson for Wednesday, January 11th at 1:00pm.


Description:
I received an e-mail from Bethany asking me to help her get back up documentation for her payroll dept.  I forwarded her request to Jessica.  Jessica replied that she has been working w/ Kevin who made the initial request and faxed him all of the direct deposit and payroll deduction forms.  I e-mailed Bethany an update. I also asked her to e-mail me a pdf of their direct deposit form.


Description:
I e-mailed Lori to let her know that we don't need the non-liability contract after all per John Williams and schedule the meeting.


Description:
I received an e-mail from Tanaya asking if I will participate in a student presentation.  

11/29/05  e-mail from Ann-Marie Weldon:  My plan is to inform the students on the importance of money management, spending, credit card debt, etc and how it will affect them in the future, when they go to purchase a car or a house.  I would like to set something up for January 24th or 25th, starting at 7:30pm for about an hour with time for questions and answers.  We should be done by 9:00pm.  

I replied that either day works for me.


Description:
I left a voice mail for Dawn to see if they have made a decision.


Description:
I spoke w/ Debbie.  She is familiar w/ credit unions and asked me to e-mail her info.  I e-mailed her the info.


Description:
I left a voice mail message for Tia to see if she would be interested in offering Allegacy.


Description:
I spoke w/ Jean Robinson in Richmond Virginia.  They are not interested in offering a credit union because they cannot find one that is in all of their locations.  Also, they have several large banks as clients and that has affected their decision.  Jean is a believer of credit unions and actually belongs to two but unfortunately will not be able to bring one into this company.


Description:
I tried to contact Marlene but she was out to lunch.  I tried to send her an e-mail to see if she is interested in offering Allegacy to her employees but the e-mail could not be delivered.  Ieft a voice mail message for her.


Description:
I spoke w/ Chris Aloia who is an advocate of credit unions.  He told me that if Jeff is interested all he needs to do is send him the request letter and he will be happy to sign it.  I left a voice mail message for Jeff letting him know that Chris has approved it.


Description:
Galina and I researched Charlotte location.  They were bought out by Pepsi Bottling Group this quarter. Charlotte curently has 400 employees and they offer Truliant.  I e-mailed our contact in W-S to find out who I need to talk w/ at corporate in Somers, NY.


Description:
12/8/05

Belinda and I met w/ Charlie to talk about different benefits they offer and how we can help them on both the employee level and company level.  I e-mailed Belinda the notes.


Description:
This company merged.  Now they are Ortho Carolina.


Description:
I spoke w/ Joan who told me I would need to speak w/ Karen who will make the decision. She told me that I could leave a voice mail message and Karen would return my call if she is interested.  I left a voice mail message for Karen. I also left a voice mail message for my friend Jen who works for OrthoCarolina to see if she has an e-mail address for Karen.


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


Description:
I tried to contact Angie but she was not available.  I e-mailed her to see if she is available to meet for coffee.


Description:
I called and spoke w/ Linna.  She is going to have a meeting and if they are interested they will call me.


Description:
Galina spoke w/ Michael. He wasn't interested.


Description:
I found Charlotte's name on a website of new comer groups in the Huntersville area.  I e-mailed her to see if she is interested in offering Allegacy.


Description:
I left a voice mail message for Jeannie.


Description:
Clare responded to my e-mail and told me to contact Julie Barrett, Human Resource Coordinator - 407-354-5850 at corporate.  I spoke w/ Belinda who asked me to hold off contacting Julie because she is coordinating a lunch meeting w/ Clare to talk about the W-S, Greensboro, Kernersville, and Charlotte plant locations.


Description:
I sent to Elizabeth two tickets to the Wake Carolina game per Dean Lewis.


Description:
MAIN: Vicki's voice mail message states that she will be out of the office from Dec. 12 until Feb 1.

I spoke w/ Jewel Hokett, Vicki's assistant to get Vicki's home address for the gift basket.  1272-P East Hudson Blvd., Gastonia, NC 28054.


Description:
I called Lashanda to introduce myself and get some information from her. I want tomake sure all of our contact information is up to date.


Description:
I called to check in with Billie Albert to make sure everything is going well. I want to make sure that she has everything she needs from us.


Description:
I e-mailed Bethany to see if they have a company intranet and if we can put a link to our website on it. Bethany replied that they do not.  They have one company wide but not just for their division.  She is going to see if she can come up w/ anything else to help promote our services.


Description:
E-mailed Shari to test SEG Mgr direct e-mail feature.


Description:
Mailed 30 new membership kits at Julie Garner's request.


Description:
N. WILKESBORO - Received a voicemail from Ted Chapin stating that he spoken with his Human Resources Manager about affiliation. Ted mentioned he would be interested in offering our services if we had a physical location closer to the hospital. However, since we are over an hour away, he does not believe his employees will participate with Allegacy. He said the employees are eligble for State Employees CU and they have a location next to the hospital. Most of his staff have accounts with them.


Description:
I received a voice mail message from Felicia cancelling our lunch mtg because she is sick.  She is going to call me to reschedule when she feels better.


Description:
I received an e-mail from Ann letting me know she e-mailed the members to ask for art.  She believes it may be after the holidays before she has any to hang.


Description:
I spoke w/ Dennis and he is not interested.


Description:
I spoke w/ Joyce.  They offer Bank of America so they are not interested.


Description:
Susan was not available.  I didn't leave a message.


Description:
I spoke w/ Kate who would not tell me how many employees they have.  Byron is an owner.  Did not leave a voice mail message.


Description:
Answering machine picked up.  I didn't leave a message.


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


Description:
Board has recommended they do some comparisons w/ other local credit unions.  I offered to do the comparison for Patty.  One of the board members has a relationship w/ another credit union so Patty is going to find out which ones they would like a comparison of and let me know after the first of the year.  She wold like to present the comparison at their next board meeting is in Feb.


Description:
Barbara Page called with some concerns about the credit union and her employees. She is not happy with our current partnership and said her employees are complaining about fees. I am working with Barbara to ease these issues.


Description:
12/7/05:  I e-mailed Kimberly to see if she or Kelly had any ideas on promoting Allegacy to the group.  We don't have any members yet. 

12/20/05:  Kimberly replied and cc'd the new co-leader, Tammy Gambino to see if we can get together the first of the year and brainstorm. 
I e-mailed Kimberly and Tammy to see if they are available to meet for coffee or lunch in Jan.


Description:
I received a vm msg from Ursula.  She asked me to send her any information I would like to hr@doc.com for her to review when she has some time.

12/20/05: I e-mailed Ursula info on Allegacy.


Description:
I tried to contact Martha twice today but she was unavailable both times.  Their vm has not been working properly so I sent her an e-mail to follow up.


Description:
I e-mailed Vickie the checking special that we will be offering 1st quarter to see if that will help them make a decision.


Description:
I spoke w/ Tracy about scheduling the lunch and learns.  I explained that I would like to give the employees a chance to take advantage of the great special we will be offering 1st quarter. She told me that Kristin Keaton sets up lunch and learns and she will have Kristin contact me.


Description:
I e-mailed Felicia to see if she is available to meet Jan. 10.

12/21/05 Felicia replied that Jan 10 is fine.  I e-mailed her to confirm the time.


Description:
Scott Leightman, VP of PR and Media is a member through his wife, Charlotte who works in administration for Presby.  They have two loans with us and Ashley asked if I could contact him.  His number is 704-424-4126.  I tried to contact him several times today but the line was busy. I also tried the main number but no one ever answered.  They may be experiencing phone problems.


Description:
I e-mailed Linda to let her know about the 1st quarter checking promotion her employees will be able to take advantage of if they decide to affiliate.


Description:
I e-mailed Rhonda to let her know about the 1st quarter checking promotion her employees will be able to take advantage of if Kevin decides to affiliate.


Description:
I e-mailed Richard to let him know about the 1st quarter checking promotion his employees would be able to take advantage of if he chooses to affiliate w/ Allegacy.


Description:
I spoke w/ Kevin to see if he would meet w/ Belinda and me for the informal survey.  We talked briefly about some of the products and services we wanted to discuss with him.  He told me to call Shelly in Jan to set up a lunch meeting.  She has been looking into long term disability and has spoken w/ Aflac but has not made a decision.  Jamie does payroll through Quick Books and the bank charges a transaction fee.  They currently only offer direct deposit to management and the truck drivers.  He gave me permission to do a lunch and learn for the guys in Jan and told me to contact Todd to schedule it.


Description:
Scheduled an enrollment for Monday, January 9th from 2:00-5:00.


Description:
Sent Gail Honig an email requesting ideas on how to grow participation levels from her employees. She has been handling communication with them and has previously not let us on-site. I shared with her information on low-level participation and requested we have the opportunity to send promotional info, have a lunch-n-learn, etc.


Description:
Sent an email to Linda Whitaker requesting that we set up an initial enrollment for her Greensboro and Charlotte employees in early 2006.


Description:
Received a response from Gail. She is willing to email any Allegacy materials to her Winston-Salem employees. I emailed her our Winter Blues promo, Allegacy @ Work, and AIG Seminar flyers. She will email/distribute these by the first of the year.


Description:
MORGANTON - Emailed Iris Toner to follow up on our earlier meeting. I attached our current Winter Blues promo and encouraged her to complete the paperwork, so we could come on-site and offer these special incentives to her staff.


Description:
Sent an email to Karen requesting that we schedule our initial enrollment in January.


Description:
Emailed Gordon Melson to see about placing another article in their quarterly newsletter regarding resident eligibility at Shallowford Lakes. I also asked about additional opportunities for the credit union such as attending social gatherings, meetings, etc.


Description:
MORGANTON - Spoke with Teresa Clarke about possible affiliation with Allegacy. She is co-owner of the business, along with her husband. I am sending her our sales and information packet and will follow up in 2 weeks. The group has 225 employees.


Description:
Karen emailed me back requesting we hold the enrollment in February. I sent her a list of available dates and she will get back to me.


Description:
WINSTON-SALEM - Sent an email to Kenyon asking for an update on the affiliation paperwork. According to our last conversation a month ago, he was ready to send it in.


Description:
Received an email from Gordon Melson stating that his term as HOA president had run out and he is no longer on the board. Mike Drye is the new president and will be our contact. Gordon forwarded my email about running an article in the newsletter for 1st quarter 2006 to Mike. I thanked him for his assistance.


Description:
Emailed Mike Drye, the new HOA president, a sample of last year's newlstter article. I requested that we be allowed to run an updated article in their next edition.


Description:
Sent an email to Robbie Holler requesting that we run another article in their Association's quarterly newlstetter. I also asked if she knew of additional opportunities we may have to strengthen our relationship with her residents.


Description:
WINSTON-SALEM - Called and spoke with Phillip Kelley, Sr to discuss possible affiliation with Allegacy.  His group has 75 employees and several have expressed interest in participating. They do not offer direct deposit, but Phillip said he might consider our secured website option. I am sending him our information packet today and will follow up. This was a referral from Keri Still in Marketing.


Description:
MAIN: Belinda received approval for the Novant students in Charlotte from NCUA.  Anne confirmed that the students of Presbyterian School of Nursing at Queens College are eligible as well.  Presby educational programs include  nursing, radiologic, surgical, and administrative fellowship programs.  I e-mailed Belinda the factors to consider form to take to the board.


Description:
Spoke with Patty Cook in Human Resources. She updated me on their payroll and said she will email me their different divisions direct deposit forms before the end of the week.


Description:
FT. MILL: Marina and I attended the Fort Mill benefits fair today.

4 mbrs; 2 ck; 2 dd; 3 pd, 5 h/v; 2 AIG


Description:
HVL: Marina attended the Huntersville benefits fair.


Description:
ORTHO: Marina and I attended Presby Orthopaedic benefits fair.


Description:
MATT: Marina and I attended the Matthews benefits fair.


Description:
MAIN: Marina, Alisha, and I attended Presby Main benefits fair.  It was very helpful having Alisha from the Clt FC assist us.  Both days had heavy traffic from 7a-4p.

Results: 15 mbrs; 13 ck; 9 h/v; 10 dd; 17 pd; 2 mm/cd; 2 AIG


Description:
HVL: Belinda, Ashley, and I held an ice cream event today.  116 employees came.  We signed up 13 of the employees.

10/12/05: I e-mailed Tracy to thank her and let her know our results and the ATM transactions at the automated facility.  I also asked her for the name of the HR contact at Matthews so we can do an ice cream event there in the spring.

10/13/05: Tracy replied.  HR Manager at Matthews is Marian Sharpe.  Her number is 704-384-6595.  Rachel Lee is her assistant and her number is 384-6599.


Description:
MAIN: I left a voice mail message for Leavie to find out how many emp signed up for Tuesday's seminar.

I spoke w/ Eileen Thompson who works with the volunteers.  She has 20 adult volunteers and 25 youth volunteers.  I told her Jeanette will have some packets for her and I will drop off some more at the front desk next week.  She is going to take her employees by our location on their tour during orientation.  Right now they don't have monthly meetings but if they start she will look into having me come out and do a presentation.  

6/15/05: I dropped off member kits.


Description:
HVL: Alesia, Cheryl, Donna, Keri, Melody, Jeff, Belinda, Ashley, and I had an employee celebration hotdog cookout for the Huntersville employees.  We served about 200 employees hotdogs with the works, chips, cookies, and drinks.  We told each one where our financial center was located and handed out information to almost everyone.  I signed up 3 new members and sent one person in to speak w/ Jackie about refinancing a car loan.  This event was a huge success and now everyone knows who and where we are.


Description:
HVL: I visited Lakeside Family Physicians at Physicians Plaza in Presby Huntersville. I did a presentation for 4 people.  I didn’t pick up any applications but one person took my card because she may open a checking account w/ direct deposit and another person was interested in a holiday account.  Nancy, the office manager was not on site today but called me to see if I would be available to come back at the end of April or beginning of May to do another presentation for a new doctor and 5 new staff members.  I told her I would be happy to and she is going to call me when she has a definite date on when they will be moving in.

I visited Huntersville OBGYN which is located in the Physicians Plaza of Presby Huntersville.  I presented Allegacy to 8 employees.  They were very excited about the new automated facility but no one signed up while I was on site.


Description:
HVL: I spoke w/ Trisha James who is the business manager for all of the Lakeside Family Physicians locations.  We scheduled a visit to the Cornelius location April 1st and the North Point location April 13th.  These two locations have the most employees.  Cornelius has 31 and North Point has 25 employees.  Trisha asked me to bring 10 member kits for the employees at Prosperity Church and Mountain Island which only have 3 employees each.


Description:
HVL: I received an e-mail from Tracy letting me know that they currently have right around 300 employees on the hospital side and she isn't sure how many are in the physician's offices.  She doesn't have a count per shift but most shifts run 12 hours: 7am-7pm or 7pm-7am.  She also spoke w/ the eductor who said she will be glad to include a flyer or information about Allegacy in the orientation packet as well as include us in their tour of the building; however, she didn't think it was necessary to have someone from Allegacy participate in the orientation in person.


Description:
7/22/05  I met Denise at the Woman in Business Achievement Awards.  She is the adminstrator for the Presbyterian Huntersville location.  

8/9/05  I mailed her a note to let her know I enjoyed meeting her at the Woman in Business Achievement Awards and to congratulate her on her award.


Description:
I sent the Winter Blues promotion information to be posted on the company intranet site. This promo gives up to $100 for new checking accounts.


Description:
Mike informed me it would be fine to run another article in their newsletter. I updated last year's and sent him a copy for board approval. If ok, the new article will run in their February issue.


Description:
Left a voicemail for Sue Moore to request sending new promotional items and flyers with directions to our Morganton branch. She has these available to employees in the human resources office.


Description:
Spoke with Dr. McCain about setting up an enrollment for January. He said that should be fine and that Vanessa Burke would coordinate this. I sent her an email requesting a date to schedule.


Description:
Left a voicemail for Paige Green to schedule an enrollment for January/February.


Description:
GREENSBORO - Left a voicemail for Sue Miller to discuss adding benefits. She asked that I follow up with her in early 2006 to get this in the works.


Description:
I e-mailed Bryan Andrews w/ JBA to find out his availability so I can schedule a meeting w/ Shelly.


Description:
MORGANTON - Spoke with Iris Toner again to follow up. She asked that I email the paperwork to Jim Toner for him to complete. I sent this to him and requested he return it in the mail.


Description:
I tried to call Kathlene but I got her voice mail.  I didn't leave a message.  I sent an e-mail letting her know about our checking promotion this quarter.


Description:
I spoke w/ Jeff to let him know that Chris approved credit union services, if Jeff is interested.  Jeff asked me to e-mail him the information.  I e-mailed him the request letter.


Description:
Hospital is filing to add 51 new beds in 2006. $45.6 million in construction and additions is in the planning stages.


Description:
I e-mailed Rhonda the request letter to show her how simple it is to affiliate.


Description:
I spoke w/ Christina and scheduled a lunch mtg 1/17.


Description:
I tried to contact Linda but I got her voice mail.  I didn't leave a voice mail message.  I will try again later.


Description:
Spoke with Linda about setting up an enrollment. She is in the process of hiring additional employees and said she's swamped. She would like to roll this out in February. The company now has 393 total employees.


Description:
I spoke w/ Shelly at Champion Tire.  They are considering some sort of disability for the truck drivers but at this point they are not sure whether they are interested in long term or short term insurance.  Her health insurance contact has compiled some information but she has not had a chance to really review the info.  She has limited time right now and would prefer to continue working w/ her health insurance contact but if in the future if she is interested in seeing what we have, she will contact me.  She will not be making a decision for at least a month.


Description:
Scheduled an enrollment for Wednesday, January 18th from 11:15-12:45pm.


Description:
GREENSBORO - Spoke with Luke Medlin to follow up on adding benefits. He is willing to set up a time for a sales meeting, and asked that I call back later this week to schedule. Will mark calendar.


Description:
GREENSBORO - Left a voicemail for Ann Marr to follow up on adding credit union benefits.


Description:
GREENSBORO - Left a voicemail for Dan Carroll to follow up on adding credit union benefits.


Description:
WELCOME - Called and spoke with Dan Koontz regarding possible affiliation with Allegacy. We had talked about this 6 months ago, but he wasn't ready at the time to make any changes. I am sending him our updated materials and will follow up in 2 weeks.


Description:
Scheduled an enrollment for Thursday, January 26th from 2:00-4:30pm.


Description:
Charlie called me because of a payroll issue they have which may cause credit unions and small banks not to receive the payroll funds tomorrow like they usually do.  Charlie is concerned that some of the employees checks may bounce.  I talked w/ Angie  and she is going to take care of it.  Charlie is going to fax Angie a list of the employee who currently have checking accounts with us.


Description:
Sent Sure Moore revised flyers with directions to our Morganton financial center from the hospital.


Description:
WINSTON-SALEM - Left an additional Voicemail for Bill Harrison regarding possible affiliation with Allegacy.


Description:
WINSTON-SALEM - Left a voicemail for Kenyon to see about an update on the affiliation paperwork.


Description:
Left a voicemail for Karen Kuse to schedule an enrollment for February. In a previous email, she had mentioned she was interested in Allegacy visiting, but it would have to be after January 31st.


Description:
GREENSBORO - Received a call back from Dan Carroll stating he would like to offer our benefits to his employees. He would like for me to stop by on Tuesday, January 10, 2006 to drop off information packets and promotional items. He will sign affiliation paperwork at this time. They have 75 employees and offer direct deposit.


Description:
Left an additional voicemail for Laura Harrell to schedule an enrollment.


Description:
I tried to contact Linda but I got her voice mail. I didn't leave a message.  I will try her later.


Description:
Mailed 75 Membership kits to Washington Office per Hillary Durante's request 01/06/2006.
202-986-8123


Description:
I received a request from Angela Frazier in Human resources for information. I emailed her current promotion flyer and our choose allegacy website information. I asked David to please send her packets. Her phone number is 794-4713.


Description:
I left a voice mail message for Linda to find out if they have made a decision.


Description:
I tried to contact June but got her voice mail.  I will try again later.


Description:
I left a voice mail message for Scott Leightman.  Scott returned my call and told me he did speak w/ HR but that they are currently in a hold position as far as credit unions are concerned.  He gave them my contact info for the future.


Description:
GREENSBORO - Met with Dan Carroll and discussed the credit union services. He has decided he would like to affiliate and is completing the paperwork this week. I also left packets for his employees at this request.


Description:
I e-mailed Charlie to follow up on the payroll issue last Friday.  Charlie replied that she believed everything worked out fine and thanked me and Allegacy for helping her w/ the situation.


Description:
David Frutko, COO, called to learn more about the credit union. I emailed him information with links to our website. I also mailed 70 packets for him to distribute to his employees. This company is formerly Mezzina/Brown and changed the name a few years back. I requested he fax me letterhead stating the name change to Agent 16, LLC.


Description:
I received Courtney's name from a connection I made through the Lake Norman leadership school.  Dawn w/ Master Title Insurance e-mailed Courtney to let her know that I will be contacting her.  I tried to contact Courtney but I got her voice mail.  The message said she is unable to return sales calls so I will try her again later.


Description:
I received Josh's name from a connection I made through the Lake Norman leadership school.  Dawn w/ Master Title Insurance e-mailed Josh to let him know that I will be contacting him.


Description:
I left a voice mail message for Barbara letting her know that wehave approval to donate $150 to the Matthews clinic that their CEO helped start.


Description:
I left a voice mail message for Julie Barrett.


Description:
I spoke w/ Felicia to confirm lunch mtg today.


Description:
Scheduled to attend an enrollment at their Healy Drive location on Friday, January 27th from 2:00-3:30pm.


Description:
Received payroll contact information and electronic payroll forms for each division within Volvo from Patty Cook in Human Resources.


Description:
MORGANTON - Followed up with Teresa Clarke about adding credit union benefits for her staff. She is interested in affiliation and I explained the advantages of a CU. I requested we set up a sales meeting to discuss in more detail and we are targeting early February.


Description:
GREENSBORO - Left a voicemail for Luke Medlin to schedule a sales meeting.


Description:
GREENSBORO - Followed up with Linda Woods on adding benefits. She said she still has interest, but needs more time to review our information. She asked that I call back in February to schedule a sales meeting.


Description:
GREENSBORO - Went to meet Kim Roberson at her office for our 1:00 appointment; however, she was not there. I waited 45 minutes, but she did not come back. I had confirmed this meeting on Monday. Will have to reschedule.


Description:
Left a message for Jonathan about en enrollment


Description:
I e-mailed Amy Edwards to ask her to contact Felicia about the 401K seminar and personal financial planning.


Description:
HIGH POINT - Sent an email to Katie Merrell requesting an update on the affiliation paperwork for the hotel.

Katie responded stating that no employees were interested in doing business with Allegacy and that she would not affiliate this hotel with our credit union. I requested feedback from her staff on their decision and thanked her for her efforts.


Description:
HVL: I e-mailed Tracy to make sure our company luncheon does not conflict with nurses week.


Description:
I tried to contact Kathlene but she did not answer.  I left a voice mail message.


Description:
I spoke w/ Tiffany. She forgot to pass the information on to her boss and asked me to mail her a packet of information.  I mailed a prospect kit.


Description:
GREENSBORO - Rescheduled sales meeting to Wednesday, Janaury 25th at 3:00.


Description:
Left a message for Todd about en enrollment.


Description:
I e-mailed Patty to find out which credit unions she would like a comparison of.


Description:
I spoke w/ Doug Sanders, VP HR (817-302-7575), who told me he deals w/ compensation and suggested I contact Allsion McGee in purchasing. I told him we generally talk w/ a benefits person but he told me benefits only deals w/ health insurance.  I left a voice mail message for Allison.


Description:
Spoke with Katie and she gave me the General manager's phone number and asked that I come over. GM's name is Lana. 714-0172


Description:
Pamm is out of the office today.  She will be back tomorrow.  I will try her again later.


Description:
I left a voice mail message introducing myself to Courtney.


Description:
I left a voice mail message for Josh.  Josh returned my call to let me know that he is a huge advocate of credit unions but they offer Coastal and have for the last 3 years.


Description:
Joyce was out of the office.  She does not have voice mail or e-mail.


Description:
Family Services will be moving their headquarters to  a new office building at the Southeast Gateway near Old Salem. They are being recognized for building the Triad's first-ever certified "green" commercial building. It will be more energy efficient and have less of a negative impact on the environment. They expect to move in by early 2007.


Description:
I spoke w/ Cheri  Martin, director of finance.  She has just hired an HR manager, Barbara Padilla, who starts tomorrow.  Cheri asked me to give Barbara a couple months to get acclamated and then give her a call to see if she is interested in offering a credit union.


Description:
I spoke with Pam, she will tolk to her supervisor 
& call me back.


Description:
Mailed 50 new membership kits at Pat Valentine's request.


Description:
Left a voicemail for Melissa Vernon to discuss opportunities with the new company and Allegacy. I also requested contact information for Stericycle. The telephone number from their website is no longer in service. I would like to contact them about adding CU benefits for these employees as well.


Description:
GREENSBORO - Spoke with Kathy in Human Resources about possible affiliation with Allegacy. She said they are currently set up with American Partners CU and also have a banking relationship. Most of her employees already participate in one of the two and she is not interested in offering an additional option. I left my contact information in case anything changes. Will mark as lost.


Description:
Left a voicemail for Dick Hensel to schedule and enrollment for February. During our initial enrollment, we did not have an opportunity to speak with the majority of his staff. I requested a time during a meeting or get together that I could give a short presentation and sign people up afterwards.

Dick called back and said I could give a presentation to his staff in February. He asked that I call back next week to get the date on his calendar. Will follow back up.


Description:
CLEMMONS - Left a voicemail for Wayne Prater to discuss potential affiliation. In previous conversations, he said he would like to offer the CU to his employees, but his new Clemmons plant wasn't open yet. He had expected it to be operational by January 2006.


Description:
GREENSBORO - Left a voicemail for Donna McLarty regarding possible affiliation. This is a follow up on our previous conversations in September '05. She has been on medical leave for the last few months. I mentioned that I would be happy to resend our information and discuss this with her.


Description:
I received a call from Angela. Bethany is no longer with the company and gave her my contact info.  She asked me to mail her at least 20 member kits.  They had several new hires the last couple weeks.  David is going to mail 50 from W-S.


Description:
Left a voicemail for Regina Payne to set up an enrollment. I also requested the date for this year's benefits fair, so we can go ahead and get it on the calendar.


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


Description:
WINSTON-SALEM - Left a message for Abby Caudall to discuss potential affiliation with Allegacy. She is the office manager for their corporate location in Winston.

Received a call back from Abby who referred me to Mike Reeves, VP of Human Resources. I left a voicemail for him regarding possible affiliation with Allegacy.


Description:
GREENSBORO - Left a voicemail for Raymond Bretzman regarding possible affiliation with Allegacy. He is the new president for the Greensboro Bar.


Description:
GREENSBORO - Left an additonal voicemail for Sue Miller to see about scheduling a sales meeting.

Sue Miller called back and we scheduled a sales meeting for Thursday, February 9th at 3:00.


Description:
Left a voicemail for Paul to schedule an enrollment. David Fields is no longer with the company.


Description:
Spoke with Karen Hicks about setting up an enrollment. She said mid-April would be the best time to get results from her employees. She asked that I call back in March to schecule.


Description:
Tolk to Karen about Feb. enrollment.She will call back about day .


Description:
I spoke w/ Christina to confirm lunch tomorrow.  She asked if her boss, Lois could attend as well.  We are meeting at Bravo.


Description:
Leavie said that the seminars are on hold. They have had employee changes in their department. They are short three people right now so they are all slammed. She said she would let me know when they are ready to start back.


Description:
I have contacted Susan from HR to visit their Charlotte br.and she told me that they have no soliciting policy.


Description:
GREENSBORO - Followed up with Luke and he informed me after reviewing our materials they did not want to add an additional credit union. He reviewed his employee's participation rate with their corporate CU and said the majority already have accounts with them and did not see a benefit in offering another one. Will mark as lost.


Description:
New enrollment will be on Jan 24 at 1pm.


Description:
I spoke w/Pat and she told me that they are not interested at all.


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


Description:
Spoke with Dr. McCain to follow up on scheduling an enrollment. He said February would be fine and he's going to have Vanessa Burke call me next week to get on the calendar.


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


Description:
MORGANTON - Scheduled a sales meeting for Thursday, February 16th at 2:00pm.


Description:
MORGANTON - Sent an email to Iris Toner requesting that I pick up her affiliation paperwork while I'm in Morganton on February 16th.


Description:
WELCOME - Left a voicemail for Stan Koontz to follow up on the information packet sent. I requested we set up a sales meeting for February.


Description:
GREENSBORO - Left a voicemail for Dan encouraging him to submit the affiliation paperwork.


Description:
Pam repsonded to Galina's e-mail that the flyer did not include the location.  Galina asked me to reply.  I replied to find out where we will be set up.

1/18/06 Pam asked us to reschedule because she is afraid they will not have enough time to properly promote our visit.  I e-mailed her a couple dates to choose from in Feb.

1/19/06 Pam responded w/ the date and place.


Description:
I met w/ Christina.  Lois could not attend.  They are a road construction company w/ 110 employees.  There are 18 in the office and 30-40% are Hispanic. Most of the employees are out in the field.  We talked about Allegacy payroll company, their corporate checking, 401K program, and Long Term Care Insurance.  She asked me to check back w/ her tomorrow after 2pm to find out what Lois thinks.


Description:
I left a voice mail message for Sandy letting her know they have been approved.


Description:
I tried to contact Courtney by phone again but I got her voice mail again so I sent her an e-mail.


Description:
Mike Drye informed me the board approved running another article in their neighborhood newsletter. I emailed him short article advertising our Winter Blues promo and Clemmons location. This will run in their February edition.


Description:
GREENSBORO - George Gasperson contact us about possible affiliation. I spoke with him about our benefits, rates, and process of joining. He is very interested and requested I send him our information packet. The church only has 4 employees; however, we spoke about adding the church members as well. Will follow up.


Description:
I spoke w/ Christina to follow up.  Lois is ok w/ offering Allegacy.  I e-mailed Christina the request letter.


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


Description:
Left a voicemail for Dick Hensel following back up on setting an enrollment date for February.


Description:
Left a voicemail for Wanda Edmunds about setting up an enrollment and presentation for her staff.


Description:
I e-mailed Sandy to see if she is available to meet for coffee to discuss the benefits her employees are now eligible to receive.  Sandy replied letting me know she is too busy to meet but she will post any info I have in the employee breakroom.  I e-mailed her to find out if we can attend an employee meeting or sit in a breakroom so we can explain the benefits to the employees.


Description:
HVL: I received an e-mail from Tracy letting me know she is trying to find out when Nurses week is going to be this year.  I also received a call from Peggy Barnette requesting more badge pulls.

1/19/05 dropped off badge pulls.


Description:
1/13/06  DR OFFICE: I left a voice mail message for Julie Thomas at Charlotte Internal Medicine to schedule a visit.  Julie contacted Belinda to have someone come out.  She was at the meeting that I presented Allegacy but lost my card.

1/18/05 I left another voice mail message for Julie.


Description:
Left a voicemail for Spencer Fox to schedule an enrollment for February.


Description:
WELCOME - Scheduled a sales meeting for Wednesday, February 8th at 2:00.


Description:
GREENSBORO - Left an additional voicemail for Ann Marr to follow up on her affiliation decision.


Description:
Spoke with Denny Walker about setting up an enrollment. He would like for us to visit during their company picnic in March, and asked that I call back in late February to get scheduled.


Description:
Spoke with Elain Loyr about scheduling a time for Belinda Wilson to meet with her to discuss statistics and employee participation. She said she would be happy to meet the first week in March and asked that I call back then to confirm.


Description:
I have scheduled to meet with Sallie to go over benefits and payroll program offering on January 30th at 10:00 a.m.


Description:
I have met the president of this association


Description:
I spoke w/ Betsy Shields, the program director of Radiologic Technology Program to let her know that the students of Presby have been approved.  She asked me to mail her 19 member kits.  

1/20/06 I mailed the kits.


Description:
Anya and Galina visit : 6 new members, 6 Ch.accts,6 direct dep,3 payroll ded,5 ovedr.pr,1 money market,1 AIG,1 visa,1 holid cl.


Description:
Vianet Solutions has been acquired by Bald Eagle Technologies in Winston-Salem.


Description:
Sent an email to Jim Hedrick to set up an enrollment for February/March 2006.


Description:
Spoke with Pam McLam about holding an enrollment for her staff. She said she wants to get Allegacy out there, but it will be summer before she can schedule us. Will mark calendar to call back in June 2006.


Description:
REIDSVILLE - Recent news coverage states the plant is expected to be completed an operational by the end of second quarter 2006.


Description:
WINSTON-SALEM - Sent an email to Kenyon requesting an affiliation update.


Description:
GREENSBORO - Followed up with Barbara who said she still needed approval from the company's president and senior managers. She requested I call back in 2 weeks to check again.


Description:
I received an e-mail from Belinda letting me know the 700 flyers were shipped UPS today.  She believes they may have been shipped to  Ashleigh.  I e-mailed Pam to let her know they are on their way.


Description:
Emailed Angel at Ike's request. They are interested in affiliation with us. I asked about potential dates for presentation.


Description:
I met Bert Grisard/Pam Anglin. No need to schedule meeting.


Description:
I called to talk with Sylvia. I wanted to see if she would be willing to test live chat with her employees. She asked me to call her back next week.


Description:
I spoke w/ Norma.  They have a policy not to allow any financial institutions access to their employees as to not offend any financial institutions.  After I explained the great results we have at Womble and that the employees would not be able to walk into our location like they can at Wachovia and BofA she asked me to send her our info and if they change their policy she will contact us.  I mailed a packet of info.


Description:
Held enrollment with the following results: 4 new members, 8 chk, 9 DD, 5 P/D, 1 HC, and 8 OD.


Description:
I tried to contact Jeff but I got his voice mail.  I did not leave a message.  I will try again later.


Description:
I tried to contact Linda but I got her voice mail.  I didn't leave a message.  I will try again later.


Description:
I spoke w/ June.  She was on her way out the door and asked me to call her at the end of next week.  She also told me to have ready when I call a list of the physical locations her employees will have access not just ATMs in Mooresville.


Description:
I spoke w/ Suzie.  She was familiar w/ credit unions but not interested in offering one to her employees.


Description:
I left a voice mail message for Suzie.She i


Description:
I received an e-mail from Sandy apologizing for not being able to accommodate my request for an initial enrollment, general meeting, or talking one on one with the employees on site.  She reiterated that I can drop off materials at the office.


Description:
I spoke w/ Jeff.  He is not sure a credit union would be received very well at his company but after I mentioned our participation at Womble Carlyle he asked me to e-mail him some information along w/ Charlie Allison's contact info.


Description:
Received an email back from Jim stating that he was not interested in an enrollment; however, he does pass out membership kits to new hires. I sent him 10 new kits.


Description:
Spoke with Carolyn Moran about A Watts and Windsor Commercial forming a construction-management company called "Windsor Construction Management, LLC." She said A Watts will keep it's current name; however, the number of employees will be reduced to 2. They expect to move from their current location in the future. The new company will be based in Greensboro with approximately 20 employees.


Description:
GREENSBORO - George Gasperson called and said he received our sales packet and reviewed it. He felt this would be a great fit for his employees and the congregation. We discussed submitting paperwork and the affiliation process. He plans on sending in the forms this week.


Description:
Scheduled an enrollment for Friday, February 17th at 9:45am. I will give a short presentation to the office employees, then to the production employees.


Description:
Scheduled an enrollment for Friday, March 3rd from 1:30-4:30.


Description:
company has been disolved due to bankruptcy


Description:
I spoke w/ Debbie.  She is familiar w/ credit unions but not interested in offering Allegacy.


Description:
I left a voice mail message for Julie Chun.


Description:
GREENSBORO - Left an additional voicemail for Dan Carroll encouraging him to submit the affiliation paperwork to get into the next board meeting.


Description:
MOUNT AIRY - Left a voicemail for Julie Perkins to discuss possible affiliation with Allegacy. This company is on the "Fast 50" list for 2006.


Description:
Presentation for 10 new empl.  4 empl. Has Allegacy for 3 years.  I sign :5 new members, 6 ch. Accts, 6 direct dep, 3 payroll ded, 1 AIG, 1 holiday cl.


Description:
I talked with Jerry and he said that he would not be able to give us any time for our presentation.
He said they are not interested.


Description:
Spoke with Danita Needham about scheduling a time for her and Belinda to meet and discuss employee participation. She said she would not be able to get away from work to meet for coffee, however, we scheduled February 8th at 10:00 for Belinda to meet her in Danita's office.


Description:
I received a voice mail message from Jennifer requesting additional information.  I tried to call her back but the benefits dept is in a meeting until 12.  I will try her again then.  I left Jennifer a voice mail message.


Description:
Left a voicemail for Mike Linville to schedule a meeting for Belinda Wilson.

Scheduled for Belinda to meet with Mike on Friday, February 10th at 12:00 at Panera Bread on Hanes Mall Blvd.


Description:
Scheduled Belinda Wilson to meet with Revonda Reed on Tuesday, February 7th at 12:30pm.


Description:
GREENSBORO - Met with Kim Roberson and discussed offering credit union benefits. They are already with Members CU, but I touched on how we could serve her drivers and employees nationwide through our online and co-op services. She was very interested and liked that we had a branch close to their headquarters. I told her I would follow up in 2 weeks to see about any decisions made. She also referred me to another company in Kernersville to approach about affiliation, as well as offered for me to give a presentation at the Greensboro Human Resources Association where she sits on the board.


Description:
Tammy emailed me back that our contact is going to be Tammy Joyner. I emailed her information on the current promotions we are offering in hopes that they will let us attend. Melissa will still do payroll.

I set up meeting with them for Friday, February 4th. At 11:00.


Description:
GREENSBORO - Spoke with Cindy Bullard who is completing the affiliation paperwork for Vistar. She informed me that it was complete and she is mailing it today.


Description:
Held enrollment with the following results: 6 new members, 7 chk, 7 DD, 8 P/D, 2 HC, 5 OD, and 2 kid's accounts.


Description:
Jennifer returned my call and told me she spoke w/ her boss and they have decided to wait to consider a credit union until the beginning of next year.  She asked me to e-mail her some information.


Description:
Mailed 25 new membership kits at Scott Poindexter's request.


Description:
Scheduled an enrollment for Monday, February 6th from 7:15-10:15am.


Description:
Visited Healy Drive office for an enrollment. This location only has temporary employees on a seasonal basis.


Description:
MORGANTON - Left an additional voicemail for Tom McCombs to discuss possible affiliation with Allegacy.


Description:
WINSTON-SALEM - Left an additional voicemail for Mike Reeves to discuss possible affiliation with Allegacy.


Description:
WINSTON-SALEM - Left a voicemail for Michael Kincaid to discuss possible affiliation with Allegacy. This company has 350 employees.


Description:
Spoke with James Smalling about holding an enrollment for his staff. He would like to do this in March and asked that I call back at the end of February to get scheduled. Will mark calendar.


Description:
I met with Sallie to gather information on the company. This group is part of the Pruett corporation in Georgia. They have 51 facilities. They currently do not offer ltd but are interested. I am sending referral to JBA benefits to follow up. Payroll is done in house by the corporate office.


Description:
meeting with Angel to promote Allegacy. Their office is located at westbrook. Feb1 at 2pm.

414-0132 cell phone


Description:
Scheduled enrollment for Thursday, March 9th from 2-4pm.


Description:
Left a voicemail for Sandra Riggs to set up an enrollment for February/March.


Description:
Spoke with Linda Whitaker who referred me to Linda Shean to schedule our initial enrollment. There are a few dates in February she is looking at and will call me later in the week to finalize.


Description:
Sent an email to Dr. McCain to follow up on setting an enrollment date.


Description:
WINSTON-SALEM - Left an additional voicemail for Kenyon to follow up on the affiliation paperwork.


Description:
HIGH POINT - Left an additional voicemail for Angie Holden regarding possible affiliation with Allegacy.


Description:
GREENSBORO - Spoke with Bernhard Dupmeier about possible affiliation with Allegacy. I am sending him our information packet today and will follow up. He was very polite and has an interest in our services.


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


Description:
WINSTON-SALEM - Left a voicemail for Bob Meister regarding possible affiliation. This company is located in the Union Cross Business Park.


Description:
I spoke w/ Christina to follow up on the factors to consider form.  She didn't receive the request letter I e-mailed her.  I e-mailed it to her again.  We completed the factors to consider form except two questions over the phone.  She is going to get back to me on the two questions.


Description:
I spoke w/ Belinda and Bryan w/ JBA benefits today about the next step for Siegling.  Bryan asked me to find out more info so he can do a quote. I tried to contact Charlie but I got her voice mail.  I will try her again tomorrow.


Description:
I talked to Gail and we will have enrollment on 2/10/06 at 12:00 pm


Description:
I left a voice mail message for Janice Hartman in Lincolnshire, IL. Janice returned my call and suggested I contact Kerry Astar.  I spoke w/ Kerry who told me they currently offer Great Lakes Credit Union because they serve the majority of their employees but may consider offering a local credit union for the Charlotte employees in the future.  She asked me to e-mail her some information.


Description:
DR OFFICE: Charlotte Internal Medicine -scheduled signup  3/2.


Description:
I received an e-mail from Pam asking about the flyers because she hasn't received them yet.  I checked w/ David who found out that they were signed for 1/23 at 1:27.  He sent them to 104 N. Thompson St., Davidson, NC 28036. David gave me a phone number for that address.  I tried to contact them but the phone just rang.


Description:
GREENSBORO - Received affiliation paperwork on 2/1/06.


Description:
I left a voice mail message for Charlie.  Charlie returned my call and asked me to contact her middle next week to talk about JBA.  She is in the middle of month end and doesn't have time to get into it right now.


Description:
New enrollment will be on Feb. 21 at 9am (Advance)


Description:
GREENSBORO - Left a voicemail for David Reynolds to discuss possible affiliation with Allegacy. I was previously working with Charlie Campbell, who is no longer employed at Delmac.


Description:
GREENSBORO - Left a voicemail for Barbara to follow up on adding benefits. I requested we set up a time for a brief sales meeting sometime in February. This company is located less than 1 miles from our branch.


Description:
GREENSBORO - Spoke with Ray Bretzmann about possible affiliation. He said there are several Greensboro Bar Associations, and the one he is President of is a Mandatory Association for his district. Because of the type of association it is, he did not feel like he could offer the credit union to his membership. However, he is part of a voluntary Bar Association in Greensboro and High Point and he is contacting their Presidents to see if they would like to offer this benefit. I also emailed Raymond the proposal I sent the Forsyth County Bar Association, so he could learn more about our services. He informed me he'll have someone contact me soon to discuss further.


Description:
Lisa Caldwell requested premium items. We put downstairs a box of kids blast off kits.


Description:
New enrollment for the Strafford will be on 2/15/2006 at 10 am, Kernersville on 03/21/2006


Description:
Spoke with Gary about scheduling an enrollment for February/March. He said they recently introduced Wachovia-at-Work to the employees and they recently held an enrollment for them. He wasn't sure if he is willing to set up another financial enrollment so close together. He is considering and will call me back.


Description:
Left a voicemail for Debbie Riddle to set up an enrollment for February/March.


Description:
GREENSBORO - Left a voicemail for Sherry Garinger to discuss possible affiliation with Allegacy. We spoke late last year about adding our benefits and she asked that I follow up in February of 2006.


Description:
GREENSBORO - Left a voicemail for Eddie Yost to discuss possible affiliation with Allegacy. This company has 5 offices throughout Greensboro.


Description:
Left a voicemail for Robin Shelton about holding an enrollment in February/March.


Description:
GREENSBORO - Left a voicemail for Shannon Smith to discuss possible affiliation with Allegacy.


Description:
GREENSBORO - Followed up with Donna McClarty about adding benefits. She has been out on medical leave for several weeks. She asked that I re-send the sales packet along with our listing of current rates. She will consider adding us, however, she said they are with 2 other credit unions already. Company has 200 employees.


Description:
Dr.office: Charlotte Internal Medicine, I left a voice mail message for Julie.

Dr. office: Eastover Pediatrics , left a message for Vickie

Dr. office: First Charlotte Phisicians Matthews I talked to Heather and she will call me back.

Dr. office: Hawthorne Cardiothoracic & Vascular Surgeons, Italked to Sandy and made  an appointment on 2/2/06 at 8:30 am.

Dr. office: Meridian Medical Group South, I talked to Pam Norton, she ask me to send information about the account.

Dr office: Medical Plaza Family Physicians, I talked to Lydia and she asked me to do  enrollment on 2/3/06 at 10:30 am.

Dr. office: Farrington Family Medical Center, I called end left a message for Mary.


Description:
Left a voicemail for Ted Mann to schedule an enrollment. I also requested a time for Ted and Belinda Wilson to meet over coffee to discuss employee participation.


Description:
HIGH POINT - Left a voicemail for Bill Bumgarner regarding possible affiliation with Allegacy. This company is on the "Fast 50 List" and has 778 employees.


Description:
Spoke with Karen Blue about holding an enrollment for staff. I informed her it has been about 18 months since we last visited. She is going to check her schedule and get back with me next week on a time. She asked that I email her the current participation rates from her company.


Description:
Left a message for Leroy Everhard to set up an enrollment.


Description:
GREENSBORO - Left a voicemail for Carol Owens to discuss possible affiliation with Allegacy.


Description:
HIGH POINT - Spoke with David Young about possible affiliation with Allegacy. I am sending him our information packet today and will follow up within 2 weeks. The company's headquarters has moved from Greensboro to High Point. They have 2,200 employees.


Description:
Met with Tammy to discuss Universal Solutions being purchased by Inmar. She has 1300 employees and wants to offer this information to all of the employees. She said that they have a relationship with Truliant. Emailed her information for affiliation.


Description:
Received a call from Dr. McCain about holding an enrollment. He tried to work out a time with the office manager, but there are not going to be any staff meetings or get togethers soon. He asked that I drop off packets and goodies for his staff, and he will distribute to them.


Description:
MORGANTON - Spoke with Iris Toner about completing the affiliation paperwork. I mentioned I would be in Morganton on February 16th and requested that I pick up her company's paperwork then. She is going to have it completed and ready for me at 3:00 that afternoon.


Description:
Left a voicemail for Teresa Bell to set up a lunch meeting with Belinda Wilson to discuss employee participation.


Description:
Galina and I dropped off member kits, rates,  branch locations, and pens.


Description:
Visited office and held enrollment on the nurses' payday from 7:15-9:45am. Only a few staff members came into the office and already had their accounts at Allegacy.


Description:
I emailed Henry to find out about June and to see if we could do some Allegacy Investment group smeinars. He said that we have a new contact- Dwight Smith and that I should contact them in about four weeks to meet for breakfast.


Description:
Mailed 20 new membership kits at Gay Wilson's request.


Description:
GREENSBORO - Received a call back from Shannon Smith about affiliation. I am sending her our information packet and will follow up in 2 weeks.


Description:
Formal presentation to executive team on Thursday at 9:30 am. CEO/CFO/COO/EVP HR and all VPs of regions will be in attendance. Cathy and I did a presentation for one hour on the credit union's products and services. They are going to evaluate the information we provided and also contact competitors to see if they want to affiliate. We will hear back February 20th. When the executive committee meets again.


Description:
GREENSBORO - Emailed Kim to find out more information about a referral company she gave me in Greensboro. I also asked if she had an update for me on adding credit union benefits for EPES Carriers.


Description:
Left a voicemail for Nancy to schedule an enrollment for February/March.


Description:
Spoke with Kristen Watkins about scheduling an enrollment. She said she would like for us to come in February or March and will check with their President to secure a date.

Scheduled an enrollment on Tuesday, March 7th from 9:00-11:00am.


Description:
GREENSBORO - Spoke with Linda Woods about scheduling a sales meeting. She said she is still working on year end from '05 and asked that I call back in March to schedule. She is still interested in our services and apologized for having to move the date back.


Description:
GREENSBORO - Briefly spoke with Angela Taylor in Human Resources about affiliation. She asked that I call back next week to discuss further. Will mark calendar.


Description:
Left a voicemail for Marlene Fulp to schedule an enrollment for February/March. NOTE: This office has changed their name to Piedmont Triad Anethesia. I will also ask Marlene to give us a note on letterhead stating the name change.


Description:
New enrollment will  be on 03/14/2006 at West Forsyth (Clemmons) at 4:30-6:30


Description:
I met with Danita Needham to go over Allegacy services.


Description:
I met with Revonda to discuss Allegacy services. She is interested in LTC and the LTC/Life discount we can offer. I have provided her contact information to Gene and will contact Brian.


Description:
I left Linda a voice mail message to see if she is still interested in offering the credit union.


Description:
I stopped by the office to pick up the request letter per Christina's request but her controller decided last minute that she should check w/ the owner to be sure.


Description:
I spoke w/ Christina to follow up and give her Belinda's fax number so she could fax the request letter.


Description:
I spoke w/ Allison McGee, purchasing (817-302-7717), who told me she does not deal with that any more but isn't sure who does. She thinks it may have been moved to  Amy Allen, Communications.  She is going to ask around and have someone call me back.


Description:
GREENSBORO - Emailed George Gasperson to follow up on adding credit union benefits for his church staff and congregation.

Received an email back from George stating the church board has decided not to offer Allegacy. They all spoke highly of credit unions, but felt it wasn't the church's place to offer things such as financial institutions to its membership. He thanked me for the follow up and said he will keep our information in case anything changes.


Description:
I spoke w/ Don Cox who told me he is not the person I should speak with.  He didn’t know who would handle credit union benefits and suggested I call back and ask for someone in HR.  I left a voice mail message for Tracy Breslin in HR.


Description:
Left a voicemail for Karen to follow up on last week's conversation about holding an enrollment.


Description:
GREENSBORO - Left an additional voicemail for Ann Marr asking for an update on affiliation for her North Carolina employees.


Description:
I called to order a subscription for Ashley and me.


Description:
I e-mailed Chuck a list of no-surcharge ATMs and service centers.


Description:
I left Violet a voice mail message.  Violet returned my call.


Description:
WELCOME - Attended a sales meeting with Stan Koontz who is the Human Resources Director. He felt we offered an variety of services that his employees could benefit from and has decided to recommend affiliation to the company's president. They have 110 employees at their Welcome plant and expect to hire an additional 30 employees for their new Kernersville plant. I told him I would follow up in late February. He expects to have the affiliation paperwork submitted for the March Board meeting.


Description:
Received a call from Linda Sheen informing me that she is still working on securing an enrollment date for her staff. She expects to know more in the next 2 weeks and will call me then to schedule.


Description:
I left Jennifer a voice mail message following up on the info I e-mailed.  She returned my call to let me know she did receive the info and there isn't any additional info she needs at this time.


Description:
New enrollment will be on March 2 at 10 am.


Description:
I spoke w/ Violet.  They currently offer Members Credit Union.  They recently sent out a survey and the employees seem very satisfied.  I did a quick comparison and let her know that our loan rates are much better.  She also asked me about our guaranteed loans.  Members currently has an arrangement w/ them and they would like us to do the same to be competitive if they decide to offer us in addtion.  She asked me to e-mail her our information and she will present it to her boss.


Description:
I met Beth Babcock at the University City chamber luncheon.  Her husband works at the Peninsula Yacht Club.  She asked me to e-mail her to find out a contact to call.  I e-mailed Beth.


Description:
I spoke w/ Katherine.  They are not interested in offering us right now but Katherine suggested I check back in 3-4 months.


Description:
I spoke w/ Christina and Lois is out sick so they haven't had a chance to talk to the owner.  I told her the deadline to get it in this month is today but we can get them in next month.


Description:
I spoke w/ Dan.  He is interested in offering a credit union at some point but not right now.  He asked me to check back in May.


Description:
GREENSBORO - Attended a sales meeting  with Sue Miller and discussed affiliation with Allegacy. She is very interested in offering this benefit to her employees and informed me she will submit the paperwork in time for our March board meeting. They currently process their payroll in house, and I have referred them to our new Payroll Services program, which Sue is interested in leanring more about. Company has 55 employees.


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


Description:
GREENSBORO - Left a voicemail for Kim Roberson to follow up on our sales meeting. I also inquired about another company she has referred me to, as well as asked about being a speaker at the Human Resources Management Association that she is on the board with in Greensboro.


Description:
David and I met with Mike over lunch. We talked about his benefit package. He is interested in our Life, LTD and Health insurance products. I contacted JBA benefits and asked to set up a follow up appointment.


Description:
I spoke w/ Yvonne but she was on the way out the door and asked me to call her back tomorrow.


Description:
I tried to contact Sarah but she was not in the office today.  I didn't leave a voice mail message.


Description:
I tried to contact Jeff but he was gone for the day.  I sent him an e-mail.


Description:
I left a voice mail message for Violet letting her know that we will be able to do the loans she requested and asking for a meeting to talk about the services Allegacy has to offer her employees.


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


Description:
I spoke w/ Brenda who told me they have not investigated a credit union in San Diego yet and they will need to do that first before looking into offering any for the outlying locations.  She passed our info on to HR and they will contact me, if and when they are interested.


Description:
I received an e-mail from Beth letting me know that she believes I should contact Beth Crawford.  I tried to contact Beth Crawford but the person who answered did not know who she is.  She transferred me to the club manager, Lorraine.  I spoke w/ Lorraine who was on the other line and asked me to call her back this afternoon.


Description:
Steve called very upset about Allegacy Reality announcement. He cancelled enrollments that were scheduled and said that we can no longer come out to their office.


Description:
Received a call back from Tedd Mann to schedule an enrollment. He would like for us to present at their quarterly staff meeting during the first week of April. He asked that I follow up with him in late March to confirm the date.


Description:
I spoke w/ the receptionist in IL to get a number for Huntersville.  She told me there is no number for Huntersville yet because it is not up and running yet.  She gave me Stephen's e-mail address.  He only has a cell phone number right now and they aren't allowed to give it out.  I e-mailed Stephen.


Description:
Spoke with Judy McGuire to schedule an enrollment for March. I gave her a list of available dates and she is going to check the schedule. She will call back this week to confirm.


Description:
GREENSBORO - Tried to reach Barbara again to follow up. Did not leave a voicemail.


Description:
I left a message w/ the person who answered the phone for Cindy.


Description:
I spoke w/ Lynette. She said that according to the handbook offering us would be a solicitation and they are not allowed to solicit.


Description:
Joanette is no longer w/ the company.  I left a voice mail message for Chandra.


Description:
I left a voice mail message for Stephanie.


Description:
I spoke w/ David Dirgins about a contact person in Charlotte.  He told me he will be meeting w/ Christine Henry this week and he will give her my contact info.  Christine will be handling benefits in Charlotte.


Description:
I spoke w/ the receptionist in Washington state who told me the phones are being routed to her.  Z Tech acquired parts of RD Technical Center and closed the operations in Huntersville.


Description:
I spoke w/ someone w/ Centex at the Rosedale community who told me they are at 50% sold and have partnered w/ Prism Management until they are 70% sold and can turn it over to the community.  I contacted Prism Management who told me to talk w/ Angela Short, account manager.  Angela is out of the office.


Description:
I spoke w/ Jennifer in HR.  They currently offer Coastal.


Description:
I spoke w/ Tom who thanked me for reminding him. They have a managers meeting Wed and he is going to bring it up then.


Description:
Emailed Mike Linville to schedule a meeting with JBA Benefits to discuss his employee benefits. He is interested in several news services offered.


Description:
GREENSBORO - Spoke with Kim Roberson to follow up on our sales meeting. She is currently changing all of their health and insurance benefits and has to put the CU on the back burner this month. However, her response from management about offering a credit union has been positive. She asked that I follow up with her after March 1st to see about any final decisions made.


Description:
KERNERSVILLE - Spoke with Kim Roberson at EPES Carriers who informed me she will help handle the benefits for ACTS as well. They are reviewing the CU benefit and will make a final decision after March 1st.


Description:
HIGH POINT - Sent an email to Ray Bretzman to follow up on offering the credit union benefit to the High Point Bar Association. Bryant Aldridge will make the ultimate decision on affiliation and is partners with Ray in their law firm.


Description:
Left a voicemail for Denise to schedule an enrollment.


Description:
New meeting-enrollment will be on Feb.17


Description:
Lana call to cancel enrollment and presentation. I will set up meeting with her about an enrollment.


Description:
Tammy' s boss did not want to offer our credit union to the employees.


Description:
GREENSBORO - Left a voicemail for Donna McLarty to follow up on the information packet sent. I requested we schedule a meeting this month to go over the CU benefits.


Description:
WINSTON-SALEM - Left a voicemail for Ann Strickland regarding possible affiliation with Allegacy.


Description:
Spoke with Elisha Hall to set up a lunch meeting to go over participation rates and discuss offering additional CU services. She is checking her schedule and will contact me later in the week to confirm a date. She informed me that they moved into Members Credit Union's headquarters building and have affiliated with MCU as well. She said lots of her employees have begun using them for convenience.


Description:
I spoke w/ Kathy Black More and scheduled a meeting for 2/15.


Description:
I met w/ Kathy.  She was very interested in offering us. She was especially interested in refinancing her new car.  She is going to check w/ the general manager next week to make sure it is ok for them to affiliate.  She is also going to check w/ Johnson Control who shares the building w/ them.  Johnson Control only has 10 employees but work very closely w/ Merck.  The contact at Johnson Control is Marion Blount.


Description:
I e-mailed Lori to see if we can borrow some pedastals for an event 3/6.


Description:
1/15 - I spoke w/ Mark about payroll service.  I e-mailed him the test from Kelly so he can see the procedure.


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


Description:
I contacted Eric to see if I could tell him about the remote employee program and also to provide him with benefit information. I left him two potential dates of Feb 27 or March 1st. to meet.


Description:
I contacted Jennifer to see if I could tell her information on the Allegacy services and her employee's participation in the credit union.


Description:
I tried to contact him to provide him with information on his employee's usage of the credit union benefit. In addition, I want to show him new services from Allegacy Services products.


Description:
Anya went to the employee orientation session.


Description:
GREENSBORO - Left an additional voicemail for Barbara to follow up on adding benefits.


Description:
GREENSBORO - Left an additional voicemail for Bernhard to follow up on the information packet sent for sales.


Description:
HIGH POINT - Left a voicemail for David Young to follow up on the information packet sent for sales.


Description:
GREENSBORO - Spoke with Shannon Smith to follow up on the information packet sent. She has not had the opportunity to review the materials yet, but still expresses interest in offering a CU to her employees. She asked that I call back in 2 weeks to follow up again. Will mark calendar.


Description:
MORGANTON - Attended a sales meeting with Teresa Clarke to discuss affiliation. She liked what we had to offer and felt a CU would be a good benefit for her employees. She has decided to affiliate and will submit the paperwork early next week. She requested I attend their annual staff meeting on Saturday, February 25th @ 11:00am to tell the employees about the new benefit.


Description:
Angel called me to let me know that they are looking at their other banking relationships to make sure there is not a conflict with offering the credit union benefit.


Description:
I received a call from Belinda who spoke w/ Tracy about affiliation.  Belinda asked me to e-mail Tracy the paperwork necessary to join.  I e-mailed Tracy.


Description:
I received an e-mail from Charlie apologizing for not getting back to me but she is swamped right now and asked me to contact her at the beginning of next month to discuss JBA benefits.

I also received an e-mail from Diane who had a new membership app to send to us.  I e-mailed her options to get the application in.


Description:
Held enrollment with the following results: 5 new members, 2 chk, 2 DD, 3 P/D, and 2 OD.


Description:
Dropped off 30 new membership kits to Dr. McCain. He is going to distribute to staff and inform them of our current checking promotion. He does not want to hold an official enrollment at this time, but wants his employees to know about the new benefit.


Description:
I left a voice mail message to schedule a meeting next week.  Violet returned my call and scheduled a meeting 3/2.


Description:
I left a voice mail message for Darlene.


Description:
Followed up with Karen about scheduling an enrollment. She would like for us to visit in March, but wants to check with management first before setting the date.


Description:
Left a voicemail for Al Fausch to schedule a lunch meeting to discuss participation rates and go over new Allegacy Services.


Description:
I spoke w/ Hazel.  They are not interested.


Description:
I tried to contact Angela Short but the office closes early on Fridays.


Description:
I spoke w/ Yvonne but she is alone today and asked me to call her Tuesday.


Description:
I spoke w/ Sarah who told me I would need to speak w/ the director of HR, Alison Kay.  Alison is out of the office today so Sarah suggested I e-mail her some information to review.  They currently offer United Federal Credit Union in Statesville.


Description:
Received a call from Linda at Calvary. She said Al Fausch would be happy to meet with me to discuss additional CU services, but it will have to be either mid-March or early April. She asked that I follow up in a few weeks.


Description:
MORGANTON - Received affiliation paperwork on 2/21/06.


Description:
Scheduled to meet with Natalie Lemmons and Janie Nelson on Wednesday, March 15th at 11:00am to discuss participation rates and introduce new products offered through Allegacy Services. We will meet at their office.


Description:
GREENSBORO - Left an additional voicemail for Sherry to follow up on adding credit union benefits.


Description:
MOUNT AIRY - Left an additional voicemail for Julie Perkins to discuss possible affiliation with Allegacy.


Description:
meeting with them for lunch to discuss Allegacy programs and services.


Description:
Scheduled a presentation and enrollment for March 16th at 8:00am.


Description:
Belinda passed an e-mail from Deb informing us about a direct deposit initiative they are doing.  They are planning on inviting local banks to help employees who do not currently have direct deposit.  Belinda asked me to contact them to see if we can come out and sign them up under an association.  I spoke w/ Lyn who asked me to call back tomorrow to conference w/ her and the HR director.


Description:
I tried to contact this company.  No one or voice mail answered.  I will try again later.


Description:
I tried to contact Harilyn but I got her voice mail.  I didn't leave a message.  I will try again later today.  I tried her again but I got her voice mail.  I left a message to schedule the conference call.


Description:
I left a voice mail message for Pete about affiliation.


Description:
2/16/06 Lori replied to get more details about the pedastals Deb requested.  She forwarded our request to her membership because the group didn't have any.  
2/21/06 I received a voice mail message from Diane, exec director of the Icehouse about the pedastal
2/22/06 I mailed small membership brochures to Lori to display on their table at the Lake Norman Business Expo.


Description:
Met with Jennifer Lee and Janet Mullins and discussed new products offered through Allegacy Services. They expressed interest in our Long Term Care and Realty/Relocation services. They have also agreed to have us come on-site to give Auto-Buying seminars to their staff.


Description:
GREENSBORO - Spoke with Carol Owens about possible affiliation. She said they have a Wachovia branch on their campus with the At-Work program offered to the staff. She has reviewed our information and said she is considering not renewing the contract with Wachovia because several employees expressed interest in a credit union. She asked that I call back in 6 months to get them set up. Will mark calendar.


Description:
Angela was unavailable.  I left a message.


Description:
I left a voice mail message for Melissa who is filling in for Paula while she is out on maternity leave.


Description:
I tried to contact Maggie but I couldn't get through the automated system.  I e-mailed her to follow up.  The e-mail was returned undeliverable.  I e-mailed my friend, Jocelyn to find out if Maggie is no longer w/ the company.  Jocelyn replied and told me Maggie has moved on and her replacement is Kate Keene.


Description:
I e-mailed Kerry to follow up on the info I e-mailed.


Description:
I talked w/ Nena.  She is willing to let us put info in the new hire packets like she does for Wachovia at Work but she would need permission from Corporate to sign the request letter and she said they typically will not approve anything unless it concerns most of the employees which are in Boston.  I e-mailed her the request letter to look at and told her I would talk to Belinda about putting info in the packets w/o them being a SEG.


Description:
GREENSBORO - Sent an email to Ann Marr requesting an update on their affiliation decision.


Description:
KERNERSVILLE - John Lewis came into Westbrook and inquired about affiliation. I met with him and discussed the benefits of offering a credit union to his staff. They have about 125 employees in the Triad and Charlotte region. I also discussed our newly formed Allegacy Realty and I'm sending him more information. Will follow up in 2 weeks.


Description:
GREENSBORO - Spoke with Barbara to see if she had an affiliation update for me. She said gave the CU materials to her managers, but they had not given given her any direction yet. She is going to see about setting up a sales meeting for me. Will follow up in 3 weeks.


Description:
I sent Teresa information for her employee staff benefits summary booklet to include Allegacy.


Description:
GREENSBORO - Left a voicemail for Sue Miller to follow up on our sales meeting. I encouraged her to submit the affiliation paperwork soon for the March board meeting.


Description:
Gave a presentation during their quarterly staff meeting. About 25 people were in attendance. Signed up 2 new members, 2 chk, 1 DD, and 1 P/D. Several others had interest and asked if they could turn the forms in to Human Resources. I will coordinate this with Teresa Clarke.


Description:
I tried to contact Yvonne.  The receptionist told me she is in the middle of payroll and isn't taking any calls.  I sent her an e-mail.


Description:
2/24/06 I tried to contact Kathlene.  I didn't leave a vm msg.

2/27/06 I spoke w/ Kathlene who told me she talked w/ Mary but hasn't got a definite yes or no.  Mary is taking a 9 month course to get a nursing administration license but should be taking the test in the next month or so.  Kathlene suggested I call back early April to see if we can schedule a lunch meeting.


Description:
I left a voice mail message for Patty to follow up on the comparison she mentioned.


Description:
2/24/06 I tried to contact Linda.  I didn’t leave a vm msg.

2/27/06 I spoke w/ Linda.  They do not have a problem replacing their current credit union with us but have been very busy company wide.  She suggested I contact her around March 20 to get things rolling.


Description:
2/26/06 Left vm msg for Mark.

2/27/06 I spoke w/ Mark.  He hasn't looked at the payroll website yet and told me it just wasn't a priority.  I explained about the payroll service we are starting and is close to rolling out.  Mark said that if he had to pay to offer direct deposit it wasn't worth it.


Description:
2/24/06 Tried to contact Harilyn.  Didn't leave vm msg.

2/27/06 Tried to contact Harilyn.  Left a vm msg.


Description:
2/24/06 Tried to contact Christina.  Left vm msg.

2/27/06 Tried to contact Christina again to see if she has gotten the ok from the owner.  Didn't leave vm msg.


Description:
2/24/06 I spoke w/ Jeff.  He is not interested in offering a local credit union.  They are going to continue using the one in Georgia.


Description:
2/24/06 Tried to contact Kathy.  Left vm msg.

2/27/06 I spoke w/ Kathy.  She told me she is going to have to do some more research on her end.  She has to talk w/ someone at corporate to make sure it is ok to offer a local credit union and find out if there are any procedures.  She hopes to have an answer for me some time this week.


Description:
2/24/06 Tried to contact Barbara about donation for Matthews clinic and to follow up on offering Allegacy.  Left vm msg.


Description:
2/24/06 Tried to contact Karen.  Left vm msg.


Description:
I tried to contact Julie.  I left a vm msg.


Description:
2/24/06 Received factors to consider from Tracy.  She told me she was mailing the request letter.  I forwarded the factors to consider form to Belinda.


Description:
2/24/06 Tried to contact Kim.  Left vm msg.


Description:
GREENSBORO - Spoke with Jill Atherton at the W-S Chamber of Commerce. She updated me on the FedEx project and is researching some contacts for me to begin calling on them for sales. She also informed me of their Ground Service Distribution Center in Winston-Salem, which recently joined the Chamber. She is going to find a contact for this facility as well.


Description:
WELCOME - Followed up with Stan to see if he had an update regarding affiliation. He said he has decided to affiliate and will submit the paperwork for the March board meeting.


Description:
GREENSBORO - Left a voicemail for Shannon to follow up on adding credit union benefits.


Description:
2/23/06  Received e-mail from Amy Edwards w/ update on referral. Felicia wanted basic information sent to her regarding the importance of putting money away for retirement.  Their company already has a national 401k -- she just wants her employees to deposit more and
receive info on budgeting.  I am sending some brochures regarding the road to retirement for her to hand out.


Description:
KANNAPOLIS - Left a voicemail for Lynne Safrit at the local Castle & Cooke office. This company is owned by Dole Foods and is developing the research park in Kannapolis, which is replacing the old Pillowtex manufacturing plants. I requested a lunch meeting between Lynne, myself, and Belinda to discuss doing business with the new BioTech companies coming into the new park.


Description:
Left a voicemail for Sheryl Mohn to schedule a lunch meeting to discuss additional products offered through Allegacy Services.


Description:
Scheduled a meeting with Cheryl McKinney on Wednesday, March 22nd at 10:30am to discuss additional products offered through Allegacy Services.


Description:
GREENSBORO - Left an additional voicemail for Bernhardt to follow up on adding credit union benefits.


Description:
HIGH POINT - Spoke with David Young and followed up on the information packet sent. He is reviewing our materials and needs more time to make a final decision. He asked that I follow up in another week.


Description:
KERNERSVILLE - Sent an email to John Lewis to follow up on adding credit union benefits. I also informed him that I spoke with our new real estate broker about listing Mattamy's new homes. Will follow up again and schedule meeting.


Description:
I received the request letter today and gave it to Belinda.  I e-mailed Tracy to let her know I received the letter and will contact her as soon as she is approved to schedule the enrollment.


Description:
KERNERSVILLE - Received an email back from John stating that he is still considering the credit union benefits, but will update me soon with a decision.


Description:
I received a phone call from Carolyn to see if we could send a quote on our payroll services. I contacted Michelle Kingery and provided her information to prepare the quote.


Description:
GREENSBORO - Spoke with Kim to follow up on credit union benefits. She said they are still in the process of changing their benefits and hope to add a credit union soon, but have not made a final decision on Allegacy. She asked that I call back in the beginning of April to discuss.


Description:
Left a voicemail for Jennifer Lee to follow up on scheduling a meeting for Terry Hedrick to discuss our Relocation Services for  their employees.


Description:
GREENSBORO - Left a voicemail for Greg Saylor to discuss potential affiliation. I spoke with Greg last year, and he asked that I call back in 2006 to see about getting them set up.


Description:
I spoke w/ Pete and he is not interested in credit union services.


Description:
Jan is no longer w/ the company.  Left a vm msg for Michelle Girard who is the new HR Mgr.


Description:
Toni is no longer w/ the company.  Gus is the person I need to speak w/ but he is out of the office and does not have vm.  Will try him again next week.


Description:
Cortney is no longer w/ the company.  I spoke w/ Shari and scheduled a meeting 3/14.


Description:
I spoke w/ someone who told me they only have a handful of employees right now but when they open they plan to have over 100 employees counting seasonal help.  I sent Jeff Shelton, CFO an e-mail.


Description:
I spoke w/ Tom. He didn't bring it up in the meeting because they had so many other things going on.  He told me it is still on the agenda and he asked me to check back in a couple weeks.


Description:
I spoke w/ Mike Huxley who does not have a problem signing the letter, if the branch wants to offer us. He did mention he thought it would be difficult for us to promote the credit union because most of the staff is working consultant jobs on site and company wide meetings do not work very well.  He suggested I contact Mark Skidmore.  I left Mark a vm msg to see if he is interested.  If he is interested, I will talk to him about how we would promote us.


Description:
Left vm msg for Donny at corporate in Baton Rouge.


Description:
This company is right down the street from Coastal CU at Southpark.


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


Description:
Meeting with Teresa on March 8th at 9:00 am at Dunkin Doughnuts on University Parkway to discuss Allegacy services and their participation information.


Description:
I sent email to Debbie to see if we could get together and talk about participation and Allegacy services.

Meting Thursday, March 9th for breakfast


Description:
I contacted them to see if I could meet with them to discuss credit union benefits and participation levels for their staff. I also want to provide information on Allegacy services.


Description:
I emailed Eric to see if he can meet me on March 29th so I can tell him about remote employee program and also to discuss the allegacy services.


Description:
I received paperwork today for affiliation. I am submitting to NCUA for approval via the long form.


Description:
I emailed Laura to see if we can get together to discuss the credit union participation, enrollments and also Allegacy services.


Description:
I emailed Laura about mtg to go over benefits


Description:
I emailed Laura about meeting and discussing changes in benefits and participation information.


Description:
I emailed to Linda about meeting to discuss benefits.


Description:
I emailed to see if we can meet in person to discuss benefits and employee participation.


Description:
Left a message for Nancy about an enrollment.


Description:
This company was featured in the Bus Journal.  They plan to create 300 jobs over the next five years.


Description:
I spoke w/ Violet to make sure the information I faxed over was enough for her to present to her manager.  She is planning on meeting w/ her manager to talk about adding us to give the employees another credit union option.


Description:
I met Shirley Rye at the Davidson Business Expo.  I spoke w/ Shirley who told me to start w/ Darlene Eddleman at x16.  I spoke w/ Darlene who told me I would need to speak w/ the administrator who would then have to forward the request to corporate.  I spoke w/ Maryanne Fisher who told me to contact Roxanne Norris, regional HR at 410-935-0194. I spoke w/ Roxanne who told me to contact Joanne Fearer, head of benefits, 410-296-1000. I spoke w/ Joanne who does not typically like to offer anything that is not national but suggested I e-mail her a list of things they would be required to do and she will check w/ her boss.  I e-mailed Joanne a list of requirements.


Description:
Held enrollment with the following results: 8 new members, 6 chk, 6 DD, 3 P/D, 5 OD, and 1 AIG.

I also spoke with the new HR director, Janice Vogler, about our new Payroll Services Company. She is interested in switching from ADP, and I am going to coordinate a sales meeting.


Description:
I received a call from Jim Crofts w/ HRXcel.  He handles the HR services for Nascar Images.  I explained the benefits of Allegacy.  Jim asked me to e-mail him the information.  I e-mailed him information.


Description:
Tried to contact Barbara.  Didn't leave a vm msg.


Description:
I spoke w/ Kathy.  She still needs to find someone in corporate who can tell her if it is ok to offer a local credit union.  The company is so big she doesn't know where to begin.  She suggested I contact the plant in Wilson, NC which is larger to see if they know who I should contact at corporate.  Kathy is interested in opening an account personally.  I e-mailed Andrea to see if she will fax the member application and association application to Kathy.  I called corporate to get the Wilson phone number and spoke w/ someone in Wilson who suggested I contact Leonard Fields, HR Director tomorrow.


Description:
I left a voice mail message for Nena to follow up on the request letter.


Description:
Dr. office:Albemarle road Family Practice, left a message for Heidi on 2-28-06

Dr. office: Bradford Clinic Ispoke w/Karen and made appoinment on 3/7/06 

Dr.office: Carolina Family Physicians, Left message for Susan .

Dr. office: Elizabeth Pediatrics, I spoke w/Sandy, she ask to call in April.

Dr. office: Lakeside Family Physicians Cornelius, I talked to Shauna and made appointment .

Dr. office Metrolina Comprehensive Health Center, Inc., I talked to Anida and she told me they are member in Truliant CU.

Dr. office, Mint Hill Family Practice, talked to Linda and made appointment.

Dr. office, Randolph Pediatrics at Pineville, I talked to Christie and made appointment on 2-17-06.

Dr. office, Waxhaw Family Phycisians, Talked to Michelle and made appointment on 2-15-06.

Dr. office, Southern Piedmont Primary Care, I talkd to Sharen and made appointment on 2-28-06.


Description:
Dr. office: Medical Plaza Family Physic. I & Rita held enrolment on 2/3/06 from 10:30am-12:00. Siged up 1 new member, 1 loan.

Dr. offic Mint Hill Family Practice, I & Rita held enrollment on 2/10/06 at 12:00-1:00. Signed up 2 new member, 2 holiday clubs and 1 direct dep.


Description:
Dr. office: Waxhaw Family Physicians, Held enrollment on 2/15/06 at 9:00-11:00, Signed up 2 new members, 2 p/d and 3 AIG.


Description:
Dr. office, Presby Senior Healthcare, held enrollment on 2/17/06 from 12:00-2:00. Signed 1 new member,and 1 H/V.


Description:
Dr. office: Lakeside Family Physicians, Rita and I held enrollment from 12:00-2:00, no one signed up.


Description:
Dr. office: Southern Piedmont Primary Care,
I scheduled an appointment on 2-28-06, but they canceled.


Description:
Returned a message from Jennifer Lee to schedule a meeting with Terry Hedrick w/Allegacy Realty. Alliance is insterested in using us for relocation services.


Description:
Dr. office: Charlotte Internal Medicine, held enrollment on 3/2/06, at 11:30-2:30. Signed up 5 new member, 2chk, 2dd, 6p/d, 4h/v and 5aig.


Description:
Dr. office: Bradford clinic, held enrollment on 3-7-06, at 12:00-2:00. signed up 12 new members, 1 chk, 1 dd, 12 p/d, 5 h/v and 1 AIG.


Description:
I e-mailed Audrey Tuttle in W-S to get a contact for the Charlotte region.  Audrey replied that I should contact Ray Brown, president of the regional chapter in Charlotte.


Description:
Called to confirm initial enrollment scheduled for March 9th. I was informed they may be replacing their new headmaster and are having some staffing changes. They requested we reschedule this meeting for another time.


Description:
GREENSBORO - Left a voicemail for Sue Miller requesting that I stop by this week and pick up Penn Western's affiliation paperwork for our March Board Meeting.

Received a call back from Sue stating that she has worked on the paperwork, but will not have it ready by this week. She hopes to have it returned to me within the nxt 2 weeks for the following board meeting.


Description:
I tried Courtney again but I got her vm.  I didn't leave a msg.


Description:
I left a vm msg for Dawn.  I also left a vm msg for Tanaya to see if they have decided to cancel the student presentations since I haven't heard from them since the last e-mail.


Description:
I spoke w/ Suzie who said they don't typically interfere w/ their employee's financial decisions.  I explained how they would not be eligible to participate in our credit union unless the company joined our field of membership.  She asked me to e-mail her some info.  I e-mailed her information and Charlie Allison's contact info at Womble Carlyle.


Description:
Left a voicemail for Dan Carroll to schedule an initial enrollment for his staff.


Description:
HIGH POINT - Left a voicemail for David Young to follow up on adding credit union benefits. I requested that we schedule a sales meeting to discuss benefits further.


Description:
I spoke w/ Leonard Fields, HR Director in Wilson.  He told me that he has a conference call with the HR person over Charlotte in Whitehouse Station, Kurt Reidinger this week.  He is going to check w/ him and call me back.  I called Kathy in Charlotte to give her an update.


Description:
Scheduled an enrollment for Friday, April 21st at 8:15am.


Description:
I spoke w/ Karen but she was in the middle of something and asked me to call her back next week sometime.


Description:
I spoke w/ Sharlene.  They currently offer Charlotte Metro.  I explained some of the differences between Charlotte Metro and us.  She asked me to e-mail her some information for her to share w/ the HR Director.  I e-mailed her information.


Description:
Tried to reach Sandra Riggs to schedule an enrollment. She was not available, so I left a message with the receptionist.


Description:
I emailed her information on payroll services after our meeting in person. She is interested in receving a quote from us. They currently use Paychex.


Description:
Met with Heinz and Angel to discuss credit union affiliation. I received paperwork and submitted to NCUA for approval via the long form.


Description:
I spoke w/ Jennifer. She is not interested in offering credit union services.


Description:
I spoke w/ Angela.  She asked me to e-mail her information for her to forward to the homeowners.  I e-mailed information.


Description:
I spoke w/ Bill Lifsey who told me he is not currently in a leadership position and suggested I contact Don Sell.  I left a vm msg for Don.


Description:
I e-mailed June information about webdeposits and no-surcharge ATMs.


Description:
I spoke w/ Beth.  They currently offer Carolina Cooperative and they are very happy with that relationship.


Description:
Dr. office:First Charlotte Physicins Randolph, I talked to Becky and she refused to have any visits.


Description:
Dr. office: Lakeside Family Physicians Huntersville, I called and left a massage for Jeannette.


Description:
Dr. office: Lakeside Family Physicians, I called and made an appointment on 4/3/06.


Description:
Dr. office: South Point Family Practice, I called and left a message for Leslie.


Description:
Dr. offise: University Medical Associates-Huntersville, I called and left a message for Donna.


Description:
Dr. Office: University Medical Associates- Hunterville. I made calls today and I called up Donna and left a message and aked her to call me back.


Description:
Dr. office: University Family Physicians. I called a left a message for chuck.


Description:
Dr.office: University Family Phyicians. I called and left a message for Chuck


Description:
Dr. office: South Point Family Practice, Tamy called on behalf of Leslie and scheduled an appointment for June 22-2006 at 11:00-2:00 pm.


Description:
GREENSBORO - Spoke with Angela about possible affiliation. She said they already offer Truliant FCU to their employees, and she hasn't seen many employees participate. The majority of staff live out of state and only come to the Triad for contract or assignment work. She did not feel this would be beneficial. Will mark as lost.


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


Description:
Spoke with Wanda about scheduling a presentation and enrollment for her staff during their next employee meeting. She said that would be fine for us to attend and will get back to me with the date soon. Cindy Comer from the Morganton FC will assist. Will mark calendar to follow up.


Description:
I spoke w/ Ian about sponsorship opportunities.  We set up a meeting for Friday.


Description:
I met w/ Ian.  They are a private, family owned business so I didn't discuss association affiliation.  They don't have any formal sponsorship opportunities but they are very open to working with us to find something.


Description:
I left a vm msg for Charlie to discuss the additional information JBA benefits asked me to get.


Description:
I spoke w/ Christine and scheduled a meeting for 3/21.  They have 122 employees and are located in a business park off of exit 18.


Description:
I spoke w/ Bill.  He asked me to e-mail him the information and he will run it by some people to see if it is ok to affiliate.  He did tell me this company is privately owned and he would not be able to disclose any of the company financials.  I e-mailed him the information again.


Description:
I spoke w/ the receptionist who is going to check w/ Cindy to see who I need to talk with and have them call me back.


Description:
Scheduled an enrollment for Wednesday, April 12th from 9:00-12:30pm.


Description:
I couldn't find a phone number on the website so I sent an e-mail through their contact page.


Description:
I spoke w/ Yvonne. She is in the middle of tax stuff and doesn't have time to talk w/ me.  She has an employee who is asking about credit unions so she has promised to get the info to me as soon as she can.


Description:
I spoke w/ Tiffany who told me she checked w/ her boss who told her absolutely not.  She really liked the information and she doesn't understand why they had a such a strong reaction but after that response she did not want to pursue it any further.  If anything changes, she will contact us.


Description:
I left a vm msg for Amy Allen to see if she is the person I need to talk with.


Description:
I tried to contact Andy but I got a fax machine instead.  I will try again later since it may be a home phone/fax machine.


Description:
I tried to contact Matt.  The phone number I got from Belinda is to his office at First Citizens.


Description:
I am having trouble getting through to this company.  Ikeep getting a message telling me it is not necessary to dial a one when calling the number but I'm not dialing a one.  I will try again later.


Description:
HVL: Received e-mail from Tracy.  Nurses Week is May 5-11 so there is no conflict w/ our SEG luncheon.


Description:
Violet called me to schedule a meeting w/ her boss.  We are meeting 3/22.


Description:
I tried to contact this company that Cathy referred but there was no receptionist or company directory just Robin's vm.  I left a vm msg for Robin.


Description:
I received a call from Shari to reschedule our meeting.  We rescheduled for Wed., 3/22.


Description:
Mailed 30 new membership kits at Elizabeth Lindsey's request.


Description:
I spoke w/ Shari about the meeting details.


Description:
I sent an e-mail to find out about sponsorship opportunities.


Description:
Kathy called to let me know they have permission to offer us.  We completed the factors to consider form over the phone and I e-mailed her the request letter.  She also suggested I contact Marion Blount w/ Johnson Controls who is in the same building.


Description:
I spoke w/ Marion.  She already spoke w/ Kathy w/ Merck about us and would like to meet today.  We scheduled a meeting for today.  I met w/ Marion and gave her info about affiliation.  She is going to check w/ her employees and take it home to look over herself and let me know.


Description:
I am meeting w/ Johnson Controls today so I e-mailed Kathy to let her know that I will be in the building and can pick up the request letter, if she has it ready.


Description:
I received an e-mail from Donna Swartz telling me they only do business with companies that are affiliated w/ Nascar preferably official sponsors of nascar.


Description:
I received an e-mail from June asking how we compare to Piedmont Aviation.  She is considering offering them since they have a location in Mooresville.


Description:
I did a comparison of us and Piedmont Aviation and e-mailed June some differences between us.  I stressed our savings, no-surcharge ATMs, checking, bill pay, mortgage, and service.


Description:
I spoke w/ Christina.  She had a death in her family so she has been out of the office quite a bit.  She is trying to catch up so credit union services has been put on the back burner. She is hoping to revisit it within the next couple weeks.


Description:
I spoke w/ Karen she told me she is going to have to put me off for a while and asked me to check back w/ her in a month.


Description:
I spoke w/ the receptionist who spoke w/ Denise and they are not interested at this time.


Description:
Gave a presentation and held enrollment with the following results: 1 new member, 2 chk, 2 DD, 1 P/D, 3 OD, and 2 youth accounts.


Description:
I received an e-mail from June asking me to call her next Wed to talk about the credit union.  She wants to make sure she makes the best decision for her employees.


Description:
I spoke w/ Pamela.  The company has their own corporate credit union.  She is not interested in a local credit union.


Description:
This company used to be Mulvaney Homes.  I left a vm msg for Helena.  Helena returned my call.  We schedule a lunch mtg 3/28.


Description:
I spoke w/ the receptionist in Clt who gave me a number for St. Joes, their corp office in Boca Rattan 561-479-1100.  I called corp who told me to contact Jacksonville 904-301-4386.  I left a vm msg for Chris.


Description:
Receptionist in Charlotte told me I needed to contact Chicago 630-455-5400.  I left vm msg for Valerie.


Description:
Mailed Allegacy @ Work flyers to Mary Ann at her request.


Description:
The receptionist told me I needed to call the other location.  I spoke w/ Tracy Barone at the other Ryan location 704-815-0190 who told me to contact corporate in Restin, Va 800-677-7531.  I left a vm msg for Jessica Daily.


Description:
KERNERSVILLE - Emailed John Lewis to follow up again on adding credit union benefits and to see if I could be of assistance.


Description:
GREENSBORO - Left an additional voicemail for Bernhard to follow up on adding credit union benefits. I also mailed him a personalized card with my contact info requesting we schedule a sales meeting.


Description:
KANNAPOLIS - Left an additional voicemail for Lynne to schedule a lunch meeting to discuss doing business with the new Bio-Tech companies locating in the new Kannapolis Research Park.


Description:
I received a call from Marion letting me know she spoke w/ her site manager and he has decided to decline affiliation.


Description:
Spoke with Royce Byrd about growing participation with his Morganton and Burke County employees. He said there isn't any opportunities to give a presentation to his staff, but he will try to work something out where we can get face to face with them. In the mean time, I am sending him more payroll stuffers to distribute. Royce also said he will join the credit union and make use of some of our services, to hopefully help promote it to the others.


Description:
I called the number in the Chamber major employee database and was directed to call Bob Brown.  I spoke w/ Bob Brown and scheduled a meeting 3/30.  They currently have a corporate cu based out of Florida.  They used to have a branch location at their distribution facility but it has been taken out and they do not know if they will get another one. Bob is interested in offering a local credit union if corporate does not object.


Description:
Left an additional voicemail for Pat Hunter to schedule an enrollment for April.


Description:
GREENSBORO - Spoke with Barbara Fitspatrick to follow up. She said she would like to offer our benefits, however, management has declined it at this time. She will continue to pursue this and said it will be ok to call back in a few months.


Description:
WINSTON-SALEM/GSO - Left an additional voicemail for Kenyon to follow up. He has been unresponsive the last few months. I also sent an email requesting an affiliation update.


Description:
I received an e-mail from Shari asking that we change our meeting to 10:30am.  I replied to confirm change.


Description:
Emailed Mike Linville to follow up again on scheduling a meeting with JBA Benefits.


Description:
Scheduled a follow-up meeting for Tuesday, April 11th at 2:00. I will introduce Terry Hedrick to Jennifer Lee to discuss offering relocation services for her employees.


Description:
I e-mailed Christine to confirm our meeting tomorrow and get directions.


Description:
I left a vm msg for Matt.  Matt returned my call and referred me to Joanna Shere the current president.  Her e-mail address is jshere@steelerubber.com.  I e-mailed Joanna.


Description:
Spoke with Karen abour scheduling an enrollment. She is still interested in us visiting, and hopes to have a date approved for April.


Description:
I spoke w/ Donna who told me they already offer Jefferson Pilot CU and have been with them for years.


Description:
Met with Natalie Lemons and Janie Nelson and discussed our new Allegacy Services. They are interested in our Payroll Solutions, Long Term Care, and Basic Life/LTD. I will follow up and coordinate additional sales meetings for  the appropriate representatives to meet with them.


Description:
Scheduled a meeting for Wednesday, April 12th at 2:00 to introduce Mike Linville to the JBA Benefits representatives. They will discuss Life, LTD, and Health Insurance options with him.


Description:
Pat Hunter returned my call and we scheduled an enrollment for Friday, May 5th. She will call back and confirm the time.

Thursday. May 4th from 6:30-8:00am
Friday, May 5th from 1:30-3:30pm


Description:
Scheduled to attend their annual benefits fair on Thursday, June 22nd from 8:00-4:00.


Description:
I received an e-mail from June asking me to call her in April because she is working on two big projects right now.


Description:
I left Christine a vm msg confirming our meeting. She returned my call to confirm.  We met and discussed affiliation.  Christine is new to the area so she was concerned about our locations and convenience for her Hispanic employees.  She is going to talk w/ her controller.  She asked me to check back with her for a decision 4/6.


Description:
I received a vm msg from Shari asking to reschedule our meeting.  Her boss is unexpectedly out of the office and she can't leave.  We rescheduled for Friday at her office.


Description:
Met with Cheryl McKinney and discussed new Allegacy Services. She informed me they were recently purchased by Universal Health Care out of Pennsylvania, and all of their new benefits will be administered on a nationwide level through corporate. She no long has any decision power in benefits. She said she would like for us to visit in late June 2006 for an enrollment. I am sending her membership kits for new hires.


Description:
Spoke with Gena Frank about scheduling a meeting to discuss Allegacy Services. We are tentatively planning on April 18 or 19th. She asked that I call back tomorrow to confirm the time with Alyssa White.


Description:
GREENSBORO - Left an additional voicemail for Shannon Smith to follow up on adding credit union benefits.


Description:
WELCOME - Left a voicemail for Stan Koontz reminding him of the deadline to send in the affiliation paperwork for the April board meeting.


Description:
I spoke w/ Lori who is not interested.  She told me all benefits are corporate wide.


Description:
Spoke with Elain Loyr and scheduled to meet with her on Thursday, April 13th at 10:30am to discuss new products offered through Allegacy Services.


Description:
The receptionist would not give me the office manager's name and his voice mail did not say it either.  I left a vm msg.


Description:
I spoke to the receptionist in Clt who told me I would need to speak w/ someone in NY City, 212-773-3000.  I called NY and left a vm msg for Barbara.


Description:
I called the Clt office who told me all decisions are made out of their location in Highpoint.  I contacted Highpoint and left Michelle a vm msg.


Description:
Left an additional voicemail for Dan to schedule an initial enrollment for April.


Description:
Left a voicemail for Sandy Hull to schedule a meeting to discuss new products offered through Allegacy Services.


Description:
Scheduled to meet with Joyce Nelson on Tuesday, April 4th at 2:30pm to introduce new products offered through Allegacy Services.


Description:
Spoke with Tracy Denniston about scheduling an enrollment for April/May. She informed me that Doug Constable would be our new SEG representative and transferred me. I left a voicemail for Doug.


Description:
GREENSBORO - Spoke with Linda Woods about possible affiliation. She asked that I re-send the information so she can present it to the owners of the company. She asked that I call back in a few weeks to follow up.


Description:
GREENSBORO - Left an additional voicemail for Greg Saylor to discuss possible affiliation with Allegacy. From our previous talks, he had asked that I call back in 2006 to re-visit offering our benefits.


Description:
I met w/ Shari today.  She is very interested in joining Allegacy.  She is going to talk w/ Norman, her boss the VP of HR to make sure it is ok to offer us but she is very optimistic.  Shari is ready to join so I asked Andrea to fax over an application and payroll deduction form.  I also e-mailed Connie Shoaf to help Shari locate a car.  I e-mailed Shari the request letter.  We completed the factors to consider form at our meeting.


Description:
HIGH POINT - Spoke with David Young and followed up on adding benefits. We are working on a time to schedule a sales meeting. He thinks middle of April will work. He asked that I call back next week to confirm the time. Will mark calendar.


Description:
Scheduled a meeting on Wednesday, April 5th at 10:00am to introduce Bryan Andrews from JBA Benefits to Natalie Lemons to discuss Basic Life and Long Term Disability.


Description:
I left a vm msg for Kathy following up on the request letter.


Description:
CLT: I left Vicky Stokes a vm msg to see if she would like to attend the Women of Distinction banquet 4/19 from 12-1:30p at the Bobcats Arena.

HVL: I spoke w/ Peggy, Tracy's assistant to find out who the administrator is.  She gave me Beth Parsons' contact information.  Beth is Jeff's executive assistant.  She is out of the office today.  I will contact her Monday.


Description:
I spoke w/ the receptionist who told me to contact Myra Brown in Columbia.  I spoke w/ Myra who is going to check and get back to me next week.  They only have 24 employees in Clt but they have 100 in Greensboro. I e-mailed Myra our website.


Description:
I spoke w/ Tracey.  She is going to check w/ the general manager, Latesha about us coming out on a Monday to do the presentation because she holds weekly meetings on Mondays.  Tracey is going to call me back tomorrow afternoon to let me know what Latesha says.


Description:
HVL: I spoke w/ Beth to see if Jeff Lindsay is available to attend the Women of Distinction banquet.  He is not available but she is going to let him know we invited him.


Description:
The receptionist told me I needed to call Carolinas Healthcare.


Description:
I spoke w/ Krissy.  We scheduled a phone meeting for tomorrow.


Description:
I spoke w/ Christine.  She is not sure if her director will want her to look into credit union services.  She asked me to e-mail her info to share w/ him.


Description:
I spoke w/ Nikki who told me I would need to speak w/ Rick, the administrator.  I left a vm msg for Rick.


Description:
I spoke w/ Sue who told me her executive director will not allow any credit unions in the orgranization because of bad personal experiences w/ credit unions.


Description:
I spoke w/ Kathy.  They offer Coastal CU.


Description:
I left a message on the general voice mail.


Description:
2/26/06 Belinda and I met w/ Doug Handy and Patrick Hoertt to talk about their association affiliating.  The association has 1100 families.  The majority are families in Huntersville.  About 20% include non-Huntersville children.

3/28/06 I spoke w/ Doug.  He is ready to offer us but he is going to have to take it to the board.  He told me he was going to send an e-mail as soon as we got off the phone and hoped to have an answer for me next week.


Description:
I left a vm msg for Kevin.  Kevin returned my call.  He gave me information on sponsorships.  I talked w/ him about offering us to his association.  He asked me to e-mail him information to share w/ the board.


Description:
I received a call from Tracey letting me know she is still waiting to talk to her manager.  She hopes to have an answer for me tomorrow and would like Galina and I to come out Monday at 9am to do the presentation.


Description:
I received an e-mail from Angela requesting 100 member kits. I e-mailed Angela to see if she would be around next Monday for me to drop off the kits and meet her.  She replied that she will be there.  Galina is going to go w/ me to meet her as well since she is our new contact there.


Description:
I e-mailed Kevin information to share w/ his board.


Description:
I received an e-mail from Shari asking if we held a United Way campaign.  Her boss would like to know how much money we raised.  He also wants a comparison of us and another credit union.  I e-mailed Shari the amount we raised along w/ the DW contribution we made to Cancer Services.


Description:
Our meeting was cancelled because of a mixup.  I called Bob to reschedule.


Description:
I spoke w/ Tracey. We scheduled the initial enrollment for 4/19 at 9a & 6p.  This is a company meeting so we will have an opportunity to speak to all the employees.  Tracey asked for a payroll stuffer to give to the employees in their next paycheck promoting our visit.  I e-mailed her the poster.


Description:
I spoke w/ Violet to follow up on my meeting w/ Randy.  She is going to talk w/ Randy.  If he is still interested she is going to call Balance to get more information.  She asked me to check back w/ her next Thursday.


Description:
I received an e-mail w/ the signed request letter from Kathy.  I forwarded the request letter and factors to consider form to Belinda.  I spoke w/ Kathy and she is going to mail the request letter.


Description:
Shari e-mailed me to ask me for a comparison of us and Coastal.  Evidently Coastal called on Norman a few months ago.


Description:
I e-mailed Shari a comparison of us and Coastal.


Description:
I received an e-mail from Kathy apologizing for the delay in getting me a payroll contact.  We decided to use Kathy as our payroll contact and then she will have the employees fill out their personal request online for corporate.


Description:
Rescheduled a meeting between JBA Benefits and Natalie Lemons for Wednesday, April 19th at 11:30am. Basic Life and Long Term Disability will be discussed.


Description:
Received a message from Sandy to schedule an appointment. When I returned her call, I left her a voicemail with some available times to meet and discuss new products offered through Allegacy Services.


Description:
GREENSBORO - Left a voicemail for Kim to see if she had an update for me on adding our credit union benefits.


Description:
Rescheduled our Allegacy Realty meeting to Thursday, March 20th at 2:00pm.


Description:
Met with Joyce Nelson and discussed new products offered through Allegacy Services. She is interested in our 401(k), Long Term Care, and holding on-site seminars. I am also mailing her Allegacy @ Work flyers to include in her new-hire kits.


Description:
Spoke with Linda Shean to follow up on scheduling an initial enrollment. She will ask the operations manager again for a date. She feels this would be a good time of year for a sign-up.


Description:
Left an additional voicemail for Doug to schedule an enrollment for April/May.


Description:
Left a voicemail for Karen Blue to follow up on scheduling an enrollment for April/May.


Description:
KERNERSVILLE - Left a voicemail for John Lewis to follow up on adding credit union benefits.


Description:
I received a call from Carin asking me for the contact info for Brusters.  She is trying to do an employee morale event and since her employees enjoyed our ice cream event so much she thought about doing one.


Description:
I e-mailed Carin my contact info for Brusters.


Description:
I received an e-mail from Shari asking me for the comparison because she didn't receive the one I sent Friday.  I resent it.


Description:
I spoke w/ Christine.  She spoke w/ the managers and they have decided not to offer us because they feel that there aren't enough locations for their Spanish population.


Description:
I received an e-mail from Jim asking for size information about Allegacy including assets, members, number of sponsor companies etc.

4/5/06 I e-mailed Jim the information.


Description:
Galina and I dropped off 100 member kits to Angela.  We took the opportunity to introduce ourselves to Angela, our new contact.


Description:
I left Bob another vm to reschedule our meeting.


Description:
Galina and I dropped off 64 member kits for John to hand out to the employees.


Description:
I left a vm msg for Christina to follow up on the decision.


Description:
I never got a response back from Harilyn about the conference call.  The direct deposit initiative is over and they currently offer Charlotte Metro.


Description:
3/28/06 I called Krissy twice for our phone meeting but she didn't answer.  I left a vm msg.


Description:
Scheduled to attend their annual benefits fair on Thursday, May 18th @ 2:00pm.


Description:
Left a voicemail for Laura Boggs to schedule an enrollment. I was informed that Cindy Hobby is no longer employed there and Laura would be our new contact.


Description:
Left a voicemail for Tammy Ellington to follow up on scheduling enrollments for their offices in Winston, Elkin, and Statesville.


Description:
GREENSBORO - Left a voicemail for Sue Miller requesting to stop by and pick up their affiliation paperwork to submit for the May board meeting.


Description:
HIGH POINT - Scheduled a sales meeting with David Young for Monday, April 10th @ 8:00am. This company has 2,200 employees.


Description:
GREENSBORO - Tried to reach Bernhardt to follow up on the information packet sent. He is currently out of town and I did not leave a message.


Description:
WINSTON-SALEM/GSO - Spoke with Kenyon Hill and he updated me on credit union affiliation. He informed me that they are still interested and would like to get this in place soon. He is calling the Southeastern region's HR Manager today and will have the paperwork completed. He asked that I call him back next Thursday afternoon to confirm. Will mark calendar.


Description:
3/28/06 Helena and I met to talk about affiliation.  She asked me to e-mail her the Kernersville locations and the request letter. She also asked me to fax over the direct deposit and payroll deduction forms for her to review.  I e-mailed her the locations and request letter. I faxed over the forms.


Description:
I received a call from Helena.  They have decided to offer Allegacy.  We completed the factors to consider form.  She is mailing me the request letter today.


Description:
I spoke w/ Cynthia. She will send us one free.  Additional subscriptions are $25 for 6 months.


Description:
I received a call from Sue Engel.  The head of HR at corporate is not interested in offering a local credit union. They only offer corporate wide benefits.


Description:
Spoke w/ Dara.  They offer Charlotte Metro and have been w/ them for 20 years.  Not interested in offering another option.


Description:
I spoke w/ Paula. They are not interested.


Description:
I checked the mileage from our Westbrook location and Huntersville FC and this company is too far to bring in.


Description:
Left a voicemail for Clark to schedule an enrollment for April/May.


Description:
Left an additional voicemail for Dan to schedule our initial enrollment.


Description:
Spoke with Alyssa White to schedule a meeting to discuss new products offered through Allegacy Services. She asked that I call back after April 17th to get schedule, and said I could email information in the meantime. Will mark calendar to follow up.


Description:
GREENSBORO - Left a voicemail for Ann Marr to follow up on adding credit union benefits. It has been a while since I've been able to connect up with her, but she has shown strong interest in the past. Will continue calling back.


Description:
HIGH POINT - Attended a sales meeting with David Young and discussed offering our credit union benefits. He said he has over 30 locations nationwide and most of his national staff are Hispanic. I informed him of our remote services and how we currently serve other national sponsor companies. I am sending him a comparison chart between Members CU and Allegacy for him to see the difference in services and rates. He commented that he will only offer one credit union to his staff, which will either continue to be Members or possibly Allegacy. He said Members has worked out well as a partner so far. Will send chart and continue to follow up.


Description:
Mailed 50 new membership kits and Allegacy @ Work flyers at Becky Hartless' request.


Description:
received ncua approval. Contacting Barny to let him know that I am taking to the board meeting April 18th.


Description:
Spoke w/ Kevin.  He talked w/ the board.  The board will make a decision by the next board meeting in June.  I told him we would like to sponsor a team but unfortunately the season has started and all the shirts have been given out.  He is going to let me know about the fall season so we can sponsor a team then.


Description:
Irene has visit set up for April 18th. I packed premiums and membership kits for 30 people for this event.


Description:
Irene will do signup on April 20th. I sent 50 kits and premiums for her.


Description:
Irene wil lvisit the week of April 18th. I sent 20 membership kits and premiums for this event.


Description:
3/20/06 I tried to contact this company twice today but the call could not be made because of phone troubles.

4/11/06  I tried again today but the same phone message came on.


Description:
I spoke w/ Jill.  They currently offer Sharonview but would be interested in looking at our information.  If she decides to make a change or offer both credit unions she will not do anything until the end of the year.  She asked me to e-mail her some information and follow up at the end of the year.  I e-mailed her information about Allegacy.


Description:
I spoke w/ Beavis.  They offer Carolina Cooperative and their system will not allow them to add any more credit unions.


Description:
Left vm msg for Ruth.  Ruth called me back and told me she is still working on a way to integrate us.  She hasn't been able to sell us to the executive board yet.  They will be merging 18 councils in the next 18 months to 3 years and are very busy with that endeavor right now.


Description:
Left a voicemail for Joyce Nelson to schedule Long Term Care and 401(k) meetings. She expressed interest in these products when I met with her and discussed Allegacy Services.


Description:
Left Suzie a vm msg to follow up on the info I e-mailed and to see if she had contacted Charlie Allison w/ Womble.


Description:
WELCOME - Left a voicemail for Stan Koontz asking for an update on their decision to affiliate.

Received a call back from Stan with an update. He apologized for being busy this month, and said he will have the paperwork ready for May's board meeting.


Description:
I asked to speak w/ Jeff and got transferred to Sara.  I left a vm msg for Sara.


Description:
GREENSBORO - Followed up with Linda Woods on the information packet that I re-sent. She said she has passed the information on to the owners of the company and they are reviewing it. She will contact me soon to see about scheduling a sales meeting.


Description:
I e-mailed Dawn to see if a decision has been made.


Description:
Met with Mike Linville and introduced him to our JBA Benefits Representatives. They are preparing quotes for Mike and will follow up. He was very interested in their HRA plans.


Description:
Held enrollment with the following results: 6 new members, 6 chk, 5 DD, 2 P/D, 1 HC, and 5 OD.


Description:
Met with Elain Loyr and discussed new products offered through Allegacy Services. She is interested in meeting with JBA Benefits in December 2006 to discuss using them for their 2007 Life/LTD insurance. She's also interested in Allegacy holding seminars for her staff. Will mark calendar to follow up.


Description:
Sent Lynne Haywood 25 new membership kits at her request.


Description:
GREENSBORO - Sent Sue Miller a personalized letter and Payroll Services brochure, encouraging her to affiliate. She has expressed interest in offering the credit union benefit to her employees and is shopping around for a payroll company.


Description:
I tried to contact Kim but the office is closed for Easter.  I will try again next week.


Description:
I e-mailed Jim to make sure he had all the information he needed.  He replied to let me know he did and would be in touch.


Description:
HIGH POINT - Left a voicemail for David Young to follow up on the comparison chart I sent him between Allegacy and Members Credit Union.


Description:
Left a voicemail for Clinton Daily to schedule our attendance at their annual benefits fair in May.


Description:
Left a voicemail for Valerie Thomas to schedule our attendance at their annual benefits fair.


Description:
Left an additional voicemail for Laura Boggs to schedule an enrollment for May/June 2006.


Description:
Spoke with Karen Caines about holding an enrollment for her staff. She asked that I email some available dates and she will get back with me by the end of the week to confirm.


Description:
Left a voicemail for Linda Shaw to schedule a time to meet with her and Al Fausch to discuss new products offered through Allegacy Services. I also requested we set up an enrollment for their employees and teachers.


Description:
Spoke with Dan about holding an enrollment. He commented that he feels there isn't a lot of interest. I told him I would be happy to provide food for his staff during their lunch hour, if he'll provide me the opportunity to be on-site for a few hours. Will follow back up.


Description:
GREENSBORO - Left an additional voicemail for Bernhardt to follow up on adding benefits.


Description:
Spoke with Tammy Ellington about scheduling an enrollment for her staff. She is going to speak with the general manager and work some dates out. She will call back later this week to confirm.


Description:
GREENSBORO - Left a voicemail/email for Kim Roberson requesting an update on their affiliation status.


Description:
GREENSBORO - Left a voicemail for Greg to discuss possible affiliation with Allegacy.


Description:
Rescheduled the meeting with JBA Benefits to Tuesday, May 9th at 10:00am.

I also scheduled for Gene Overby to meet with Natalie on May 9th, following JBA to discuss Long Term Care.


Description:
Left an additional voicemail for Sandy to schedule a meeting to discuss new products offered through Allegacy Services.


Description:
WINSTON-SALEM - Spoke with Tracey Michael about possible affiliation with Allegacy. I am sending her our information packet today and will follow up. She said they have 10 office employees, and approximately 150 contract employees. This company is a referral from Deb McLean.


Description:
Barbara (212-773-2403) left me a vm msg and told me she thought I had the wrong dept. She suggested I contact the Texas location.


Description:
I received an e-mail from Shari asking me for the campaign contact person.  Norman asked her to confirm that we held a campaign last year and are doing one this year and plan to continue to do so.  I e-mailed Shari contact info for Belinda and Elizabeth Goliber.


Description:
I e-mailed June to see if she is available to meet.


Description:
Scheduled an enrollment for Wednesday, May 24th from 11:00-2:00 at their Winston-Salem office.


Description:
Left Clinton an additional voicemail/email to schedule our attendance at their annual benefits fair in May.


Description:
WINSTON-SALEM/GSO - Spoke with Kenyon Hill to follow up on affiliation. He informed me that as of yesterday, APL Logistics lost their contract as a supplier for Dell and will be closing their Triad operations. Will mark as lost.


Description:
Rescheduled our meeting with Allegacy Realty for Friday, April 21st at 2:00.


Description:
Scheduled an appointment for Thursday, May 4th at 2:30 to introduce Gene Overby to Joyce Nelson at QMF Metals. She is interested in offering Long Term Care to her office staff.


Description:
Spoke w/ Bob.  Rescheduled our lunch for Tues. 4/25.


Description:
I tried to contact Courtney and got her vm. I sent her an e-mail.  Courtney called me to let me know that they are not interested in offering a credit union because Bank of America and Wachovia are two of their biggest customers.


Description:
Spoke w/ Neil Armstrong.  Not interested.


Description:
KERNERSVILLE - Left an additional voicemail for John Lewis to follow up on adding credit union benefits.


Description:
GREENSBORO - Left a voicemail for Sue to follow up on getting their affiliation paperwork. I also asked if she received the Payroll Solutions brochure that I mailed her late last week. She has expressed interest in using this new service.


Description:
June replied that she is still working on her big projects and asked me to contact her at the end of July.


Description:
Galina and I presented Allegacy to the employees at 9a & 6p.


Description:
I spoke w/ Tracey.  She has 2 or 3 apps for us to pick up.  Galina is going to go by and pick them up Monday morning.


Description:
Introduced Terry Hedrick from Allegacy Realty to Jennifer Lee and discussed offering relocation services for their employees. Terry is going to work on preparing a package proposal for Alliance and will present it in the next few weeks.


Description:
Held an enrollment with the following results: 5 new members, 5 chk, 5 DD, 1 P/D, and 2 OD.


Description:
Mailed 100 new membership kits at Kim Beauchamp's request.


Description:
Receievd a call from Clinton Daily stating the benefits fair will be in August this year. He has not determined the day, but will let me know as soon as he knows more. He would like for us to attend, and continue pushing direct deposit for his employees.


Description:
KERNERSVILLE - Received a call from John Lewis, and he informed me that he has passed the credit union information on to their human resources department. He is interested in offering Allegacy to his employees and said he will help encourage affiliation. Will follow up.

NOTE: See Charlotte listing for Mattamy Homes.


Description:
Left a voicemail for Vivian to schedule an enrollment for May/June 2006.

Received a call back from Sharon Yantis, the new HR Manager, stating that she would like for us to visit soon, and will confirm a date with Lorie Shields. Will follow up.


Description:
Left a voicemail for Sandy to schedule a sales meeting to introduce new Allegacy Services products.


Description:
Left a voicemail for Karen to follow up on scheduling an enrollment for May.


Description:
Left a voicemail for Brian Haidenger to schedule an enrollment for May/June 2006. He is our new SEG representative, and is site manager over all Triad locations.


Description:
GREENSBORO - Spoke with Kim and she updated me on their affiliation status. She still expects to offer Allegacy soon, but it needs to be cleared by their senior management team. She asked that I call back around May 15th to see where they stand. Will mark calendar.


Description:
GREENSBORO - Left an additional voicemail for David Reynolds to discuss possible affiliation with Allegacy.


Description:
WELCOME - Spoke with Stan Koontz to follow up on their affiliation status. He said he has approval to offer Allegacy and will submit the paperwork for the June board meeting. He asked that I follow up the first of June to coordinate picking up the papers. Will mark calendar.


Description:
Donated 100 pens and 200 badge pulls for their annual CNA Appreciation Day.


Description:
I met w/ Bob.  He is very interested in offering Allegacy.  The next step is for him to check w/ the powers that be including Eckerd Drugs CU in Florida to make sure he will not be stepping on any toes to offer a local credit union.


Description:
I spoke w/ Karen Aschenbrenner, HR mgr who asked me to contact Jessie Will w/ Benefits.  I spoke w/ Jessie who asked me to e-mail her some information.  She will review it and then decide if she would like to meet w/ me to find out more.  I e-mailed Jessie info.


Description:
I met with Barny and Jim Benfield to discuss roll out. We are going to do this in July/ August time frame. 
We are going to hold two separate meetings at the corporate office and do a mailing to all 7200 employees.


Description:
Mailed 15 new memberships kits at Bianca Pearce's request.


Description:
Left a voicemail for Karen Caines returning her call to schedule an enrollment for late May.

Scheduled an enrollment for Tuesday, May 30th from 10:30-1:00pm.


Description:
Scheduled to attend their site managers meeting in Greensboro on Tuesday, May 16th at 8:30am. I will give a presentation on our products to the managers and will hold a brief enrollment afterwards. I am taking additional membership kits to be distributed to their staff at other Triad locations.


Description:
Received a call from Sharon Yanis to schedule an enrollment. I emailed her our special promotions and a list of available dates for an on-site sign up.


Description:
HIGH POINT - Spoke with Melissa Donavan about possible affiliation with Allegacy. She originally contacted Belinda to learn about the affiliation process. I emailed her an introduction letter, as well as the apprpriate paperwork to join. Will follow up.


Description:
Spoke w/ Julie Barrett who told me to contact Jennifer Lovell, HR manager in Clt at 704-405-3926.  I tried to contact Jennifer twice but her line was busy.


Description:
I spoke w/ Darlene.  She is going to talk to her supervisor to find out if there is any interest and call me back, if there is.


Description:
I spoke w/ Valerie who told me I would need to contact a Division Manager or someone higher in Clt to make the decision.  I left a vm msg for Scott who is the division manager.


Description:
new contact for company- Lori Jostes. Added changes.


Description:
Sent Joanne an email to schedule an enrollment for her staff. I spoke with her during the Chamber Business Expo, and she expressed interest in a rep coming back out. I also discussed our business accounts, because they are possibly interested in switching it to the credit union.


Description:
Tried to contact Melody.  Phone kept ringing w/o voice mail.  I will try again later.


Description:
Spoke w/ Jessica who told me I would need to speak w/ her boss, Juanita.  I left Juanita a vm msg.


Description:
I spoke w/ Diane.  She is in the middle of trying to fill 12 positions and asked me to contact her in a month when she will have more time to talk to me.


Description:
I spoke w/ Chris who suggested I e-mail information to the HR Mgr, Michelle Corse.  I e-mailed info.


Description:
Spoke w/ Donny.  They offer two credit unions already one on the west coast and one on the east coast.  However, he has been getting several calls from local credit unions and suggested I e-mail him information to look over.  I e-mailed info.


Description:
Spoke w/ Beth. Scheduled meeting for 5/11 at 3p.


Description:
Mailed 20 new membership kits at Kay Hobgood's request.

I also spoke with Ann Squires about holding some Allegacy Investment Group seminars. She is interested in having a CFP come in and talk about making good investment choices with her employees.


Description:
Spoke with Valerie about holding an enrollment for her staff. She still has not decided on a date for their benefits fair, but will inform me as soon as she knows. She would like for us to attend.


Description:
Left an additional voicemail for Karen Blue to schedule an enrollment and discuss new products offered through Allegacy Services.


Description:
Sent Tim Cooper an email in regards to low participation from his employees. I informed him that several had asked for direct deposit to be inititiated and they would open Allegacy accounts. I sent him our new Allegacy Payroll Solutions brochure to review. Will follow up.


Description:
GREENSBORO - Left an additional voicemail for Sue Miller informing her of the May board meeting deadline to receive paperwork. I offered to pick it up from her office on May 10th while I'm in Greensboro.


Description:
WINSTON-SALEM - Followed up with Phillip Kelley about offering credit union benefits to his employees. He said he would like to affiliate and will send the paperwork in by mid-summer. He said I can follow up with him in another month. The group has 75 employees, but does not offer direct deposit. We briefly spoke about Allegacy Payroll Solutions, and I am sending him our brochure. Will follow up.


Description:
Left a voicemail for Julie to schedule a meeting to discuss new products offered through Allegacy Services.


Description:
Left a voicemail for Karen Kuse to see about rescheduling our initial enrollment for her staff.


Description:
Left Linda Whitaker a voicemail to scheule our initial enrollment for their staff.


Description:
I received a voice mail message from Charlene letting me know she is not the right person for me to talk with.  She suggested I contact her boss, Sandra Hayes.  I left a vm msg for Sandra.


Description:
I spoke w/ Dan.  He asked me to e-mail him the paperwork.  I e-mailed him paperwork.


Description:
4/20/06 Shari e-mailed me to let me know that she is going to give Norman the info and talk w/ him about the executive level meeting.

4/25/06 Shari e-mailed me to ask me to be patient because it is a long process because of the board of directors.  She also asked me to help her open a personal account so she can apply for a car loan.  I replied to explain the process and get her application started.  Andrea faxed over the membership application and association application.

4/26/06 Shari e-mailed me to get rates on savings and car loans.  I replied w/ the info.


Description:
Shari e-mailed me to let me know that she chose not to go w/ Allegacy bcaust he interest rate quoted her were "horrible".  She said the interest rate shown on the website was 3.5% lower than what she was quoted.  She told me it would be very hard for her to now sell the services of Allegacy with the service she received.  She thanked me for my help and apologized that it didn't work out.


Description:
Received an email from Deborah King regarding the sell of InfoVision. She said their new company, which still has all the former InfoVision employees plus additional new ones, is called Carolinas Net Care, LLC. I am sending her the affiliation paperwork for the new company.


Description:
Received an e-mail from Beth cancelling meeting.  I e-mailed her alternative dates to reschedule.


Description:
I e-mailed Tracey to follow up to make sure everything is going well with Allegacy.


Description:
Left vm msg for Janet.  I also sent an e-mail.


Description:
Gus was out of the office and does not have voice mail.  I sent him an e-mail.


Description:
I spoke w/ Sharlene.  She passed the info to Maggie Grafton, Director.  However, they are in the middle of restructuring the whole HR department and hiring 12 new employees.  Sharlene suggested I wait until June to follow up w/ Maggie.


Description:
I spoke w/ Violet.  She hasn't done anything since she has gotten back.  She is planning on calling Balance tomorrow.


Description:
Spoke w/ Bob.  He hasn't had time to check about Allegacy but he hopes to by the end of this week.  He will get back to me after he has had time to look into it.


Description:
Nancy returned my call to let me know they already offer two credit unions at this time and are not going to be able to add another.  If they decide to stop one of the relationships in the future she will contact me.  She asked me to mail her information for her to file.  I mailed a packet.


Description:
I e-mailed Rhonda to see if she is available to meet for lunch.  She replied to let me know that I would need to contact their new HR manager who is coming on board 5/8.


Description:
I tried to contact Andy again but I got the fax machine again.


Description:
I spoke w/ Melissa who told me Paula is back part time from maternity leave.  She works M-F until 12pm.  I left Paula a vm msg.


Description:
I spoke w/ Christina.  They are closing their year end.  She is hopefully going to talk w/ the owner next week.  They would like us to come to their annual bbq in the fall.


Description:
Spoke w/ Kerry.  She hasn’t had a chance to look at our info.  She is going to call the developmental team in Clt to see if they are looking for a local credit union.  Kerry asked me to check back w/ her in a month.


Description:
Spoke with the receptionist who spoke w/ Cindy who said the company would not authorize offering a credit union.


Description:
Held first of two enrollments with the following results: 2 new members, 3 chk, 4 DD, 5 P/D, and 2 OD.


Description:
I spoke w/ Joanne.  They currently have bank at work programs with 3 large banks so they are not interested.


Description:
Spoke w/ Lorraine who told me I need to speak w/ Ellen Henderson who is their accountant.  I left vm msg for Ellen.


Description:
Introduced Gene Overby to Joyce Nelson. She is interested in receiving some quotes on LTC for her staff. Gene is preparing them and will follow up.


Description:
Scheduled an enrollment for Thursday, May 11th from 12:00-2:00pm.


Description:
Scheduled an enrollment for Wednesday, June 21st from 11:00-1:00pm.


Description:
Held second enrollment with the following results: 6 new members, 7 chk, 7 DD, 1 HC, 1 P/D, and 3 OD.


Description:
Left Doug a vm msg to follow up on board's decision.


Description:
HVL:  I e-mailed Tracy the SEG luncheon invitation.

MATT:  I e-mailed Marian the SEG lucheon invitation.


Description:
Belinda Wilson and I attended benefits fair with the following results: 1 nm, 3 chk, 1 DD, 5 P/D, 1 HC, and 3 OD.


Description:
Introduced Gene Overby and Julie Reimers to our SEG reps at Horizons Residential. They discussed offering Life and LTC services for their employees. Both will follow up in a few weeks to see about preparing quotes.


Description:
Rescheduled presentation and enrollment for Tuesday, May 23rd at 8:30am (Greensboro office location).


Description:
Galina and I met a man at the senior expo who told us about this association.  He took my card and some information to give to someone there.  I received a vm msg from Terry today interested in learning about our credit union.


Description:
Darlene called to RSVP for the SEG luncheon.  She and Catherine Ekins will be attending.


Description:
Violet called me to let me know that she called Balance.  She talked w/ Randy and he decided not to offer us at this time because Balance would be a more long term solution and they would still need to make the emergency loans.


Description:
Spoke with Ann Squires about holding AIG seminars in November 2006 for her Oxford, NC employees. She is interested in a CFP discussing investments, as wells as debts and credit.


Description:
MAIN: Left vm msg for Vicky to schedule ice cream event.

MATT: Left vm msg for Marian to schedule ice cream event.


Description:
I spoke w/ Todd to schedule an ice cream event.  The best days to get most of the employees including the truck drivers would be 5/23 or 5/25 at 1p.  I contacted Judy at Brusters to find out if they are available 5/23 or 5/25.


Description:
I spoke w/ Felicia.  She cannot attend the SEG luncheon.  We talked about scheduling the ice cream event 5/23 from 2:30-3:30.


Description:
I tried to contact Linda to discuss scheduling an ice cream event.  Linda is no longer w/ the company.  The person who answered the phone suggested I contact Vicky Mayhew tomorrow afternoon.


Description:
I gave Billie new signature cards for the business account.


Description:
Karen is interested in payroll. I have left her a\message


Description:
MAIN: Spoke w/ Vicky. Told me that we could not do an ice cream event at the main hospital.  She told me we could do it at Huntersville, Matthews, or Fort Mill.  I mentioned that you spoke w/ Barry and she said she confirmed w/ him this morning.  They understand that we want to limit it to the first 200 employees but that it will have to be at one of the smaller locations and since Fort Mill already has one scheduled our choice are Huntersville or Matthews.

HVL: Received an e-mail from Peggy letting me know she and Tracy will not be able to attend.  I e-mailed Beth to see if the new administrator would like to come.


Description:
I spoke w/ Darlene who told me I need to speak w/ Terry.  I left Terry a vm msg.


Description:
I spoke w/ Vicky who has taken over some HR duties but isn't sure who I need to talk w/ about doing an icecream event.  She asked me to call her next Monday and she will try to find out who I need to speak w/.


Description:
Mailed 10 new memebrship kits to Nancy Bramlett at her request.


Description:
I received a vm msg from Tracey asking if it was too late to RSVP for the SEG luncheon.  I e-mailed Tracey to let her know that we are very happy she will be able to attend. I also asked her if she is bringing anyone w/ her.


Description:
Held enrollment with the following results: 4 nm, 3 chk, 1 HC, and 3 OD.


Description:
MAIN: I received a flyer that Wachovia made for their ice cream event from Vicki.  I e-mailed Vicki and Marion dates to choose for the Matthews ice cream event.

MATT: E-mailing Marion at Matthews and cc: Vicki Stokes to coordinate ice cream event details.  Scheduled the event for Wed. June 7 from 2-4.


Description:
I left a vm msg for Todd to let him know that we will do the ice cream event 9/23 from 1-2p.


Description:
I spoke w/ Felicia to let her know that I scheduled the ice cream event for Tuesday, May 23 from 2:45-3:45p.


Description:
Scheduled an enrollment for Tuesday, June 20th from 1:30-3:30pm.


Description:
Meeting with Karen and Payroll services on Tuesday May 16th at 12:00 Village Tavern.


Description:
I Met with Henry and Dwight to discuss financial fairs in July. This is a new project for Dwight. We also discussed plavcing an automated center at Baptist.


Description:
I spoke w/ Vicky.  She hasn't  had a  chance to talk to the managers yet about the ice cream event.  She asked me to try her again after 3pm.  Spoke w/ Vicky again who checked and said that they were not interested in having us come out and do an ice cream event.  She told me I could drop off some materials and she would hand them out to the employees.


Description:
HVL: I received an e-mail from Beth letting me know Jeff will not be able to attend the SEG luncheon.  I asked her if he would be available to meet Belinda and me for lunch another day.

5/16 Beth e-mailed me available dates.  Belinda and I will be meeting w/ Jeff 6/6 at 12pm.


Description:
Spoke w/ Ellen.  She asked me to e-mail her info.  Rita and I e-mailed info.


Description:
Spoke w/ Tracy who talked to Kristin.  Kristin does not think there would be any interest from the employees.  Tracy is going to talk w/ her again to see if she has any suggetions of what we can do to increase awareness.


Description:
HIGH POINT - Left a voicemail for Melissa Donavan to follow up on adding credit union benefits.


Description:
GREENSBORO - Left an additional voicemail for Sue requesting a date for me to pick up their affiliation paperwork.


Description:
GREENSBORO - Left a voicemail for Kim to check on their affiliation status. Per our last conversation, she is presenting Allegacy to her senior management team and is recommending us because of our ability to serve their employees in other states.


Description:
Left an additional voicemail for Laura Boggs to schedule an enrollment.


Description:
Left a voicemail for Joanne to schedule and enrollment, and also requested a meeting to discuss switching to an Allegacy business account.


Description:
I e-mailed Stephen to try to get a meeting.


Description:
Spoke w/ Tom.  Hasn't had a chance to talk to the owners yet but has promised to keep it in the back of his mind and get it handled.


Description:
5/10/06 Gail called me about the marketing poster she received.  I explained the special offer to her.  I e-mailed Belinda to ask for payroll stuffers to send to Gail.


Description:
I e-mailed Julie to get Mary Jane's contact info so we can contact the other location for a visit.


Description:
I called and left a massage for Larry Duncan


Description:
I talked to Julie and made appointment to visit employee on pay day June 15.


Description:
I talked to Mary-Jane, she told me they are not interested at all in having me come out to sign up interested employees.


Description:
I talked to Kimberly and made appointment to meet her on May 25.


Description:
Tracy called to let me know she checked with some of the employees to see if there was any interest in a lunch and learn.  The feedback she got was that State Employees has a branch at their exit and an ATM in the parking lot behind them.  I e-mailed her our rates and the special promotion for her to include in the next paycheck.  She will let me know if there is any interest.  I asked her if she can attend our luncheon. She can't make it.


Description:
Received an e-mail from Diane requesting 20 member kits.  Galina dropped off the kits.


Description:
Vickie replied to let me know that they are currently not interested but will keep my info and let me know if anything changes.


Description:
Spoke w/ Vicky.  Invited her to the SEG Luncheon.  She asked me to put her down and she will confirm this afternoon.


Description:
Left vm msg for Kathy to schedule initial enrollment.


Description:
Spoke w/ Julie to see if she is coming to the SEG luncheon.  She said she didn't know anything about it. I e-mailed her the invitation.


Description:
Spoke w/ Jenni.  Will be out of town so she can't make the luncheon.


Description:
Spoke w/ someone who told me Ellen took over Angela's position who took over Bethany's.  I left a vm msg for the HR Mgr, Karen to invite her and Ellen to the sponsor company luncheon.  Karen called me back to let me know that this is a busy time for their dept and no one will be able to attend this year.


Description:
Held enrollment with the following results: 10 NM, 8 CHK, 9 DD, 1 P/D, 1 HC, and 6 OD.


Description:
Received a call back from Laura Boggs stating that on-site enrollments are no longer allowed for any vendors. She asked that I mail 30 new membership kits for her new hires.


Description:
Held enrollment with the following results: 2 NM, 3 chk, 3 DD, 6 P/D, 4 HC, 2 OD, and 1 mortgage referral.


Description:
E-mailed Julie and Mary Jane to see if they will be attending the luncheon.  Julie replied that she isn't available to attend.  Mary Jane did not reply.


Description:
I talked to Sally Simpson about payroll questions. She has asked me to fax new payroll forms to her attention.


Description:
Attended benefits fair with the following results: 4 NM, 2 Chk, 2 DD, 2 P/D, and 2 OD.


Description:
Spoke w/ Leslie.  Not able to attend luncheon.


Description:
Spoke w/ Sherri.  She will be attending the luncheon and bringing someone w/ her.


Description:
Left vm msg for Kathy to see if she is attending the luncheon.


Description:
Spoke w/ Gail.  Is going to check to see if she can make the luncheon.


Description:
I e-mailed Fred to see if he is coming to the luncheon.  Fred replied that he is unable to attend.


Description:
I e-mailed Pam to see if she is able to make the luncheon.


Description:
E-mailed Sandy to see if she is coming to the luncheon.  Sandy replied that she cannot attend.


Description:
Spoke w/ Vicky.  Planning on coming to the luncheon unless something pops up.


Description:
Spoke w/ Lucy.  She cannot attend the SEG luncheon.  We scheduled a lunch meeting 6/2.


Description:
Left vm msg for Bob to see if he is attending the sponsor company luncheon.


Description:
Left vm msg for Christina to see if she can come to the luncheon.


Description:
Left vm msg for Linda to see if she is coming to the luncheon.


Description:
Left vm msg for Helena to see if she is coming to the luncheon and to schedule the initial enrollment.


Description:
Received a call from Sue Miller stating that the affiliation paperwork was ready for me to pick up on June 1st. The company does not offer direct deposit and has decided against using Allegacy Payroll Solutions, however, I will discuss web-based payroll with her for employees interested in direct deposit.


Description:
E-mailed June to see if she is coming to the luncheon.  She replied that she will be out of town.


Description:
Mailed 25 new membership kits at Cathy Crouse's request.


Description:
Dropped off 200 goodie bags at the Clemmons YMCA for their orientation of new teachers on Saturday.


Description:
E-mailed Jim to invite him to our luncheon.  Left vm msg for Angie to see if she will be attending.


Description:
I e-mailed Jessie the invitation to see if she is able to attend the luncheon.  The original was mailed to Karen instead.


Description:
E-mailed Tom to invite him the luncheon. Tom replied that he did not have time to attend.  He asked me to check back w/ him in 90 days.


Description:
Received a call from Tracey asking me about applying for the secured visa.


Description:
Received an e-mail from Ellen letting me know she forwarded the information to their Regional Office Human Resources Department.


Description:
Left vm msg for Doug asking for packet of information regarding sponsorship opportunities.


Description:
Spoke w/ Kevin.  Everything they have regarding sponsorship is on the website including sponsorship forms and pricing.


Description:
I e-mailed a poster to promote the ice cream event.


Description:
GREENSBORO - Left a voicemail for Sue Miller thanking her for choosing the Allegacy benefit. I also sent her a card.


Description:
HIGH POINT - Sent an email to follow up with Melissa on potentially adding credit union benefits.

Received an email back from Melissa stating that she is interested in offering our benefits. I informed her of the affiliation process and told her I would follow up in another week to see about offering assistance.


Description:
GREENSBORO - Spoke with Shannon Smith and she informed me she has decided to offer the credit union benefits to her staff. She has forwarded the affiliation paperwork to Tammy in Finance and asked her to complete the letters. I also left a voicemail for Tammy giving her my contact information and asked if I could be of assistance in completing the forms.


Description:
KANNAPOLIS - Left an additional voicemail for Lynne Scott Safrit requesting information on the new N.C. Research Park and how local businesses can work with the bio-tech companies relocating to the area.


Description:
Left a voicemail for Shannon McCarson to schedule an enrollment for June/July 2006.


Description:
Jimmy attended the sponsor company luncheon and said that they are interested in the payroll service. He mentioned that they are hiring all of the blue cross blue shield reps and would need to process payroll.


Description:
Gave a presentation on Allegacy's products and services at their monthly managers meeting. Seven managers were in attendance and they are taking our membership kits and Allegacy @ Work flyers back to their staff at different office locations. I also emailed Brian Haidenger our current $100 promotional advertisement to distribute to employees.


Description:
I contact Robin about going to lunch to talk about the payroll. She said that she is working on year end and would love to go but she wants to go in July.


Description:
I have talked with Linda Smoak. They have decided to affiliate with Allegacy. I am sending her the paperwork by email to complete. We will do a presentation on June 13th to the group. They are operating out of Rockingham Community College Advance technology building at 484 County Home Road, wentworth NC 27375.


Description:
I tried to call Susie to see if she is interested in talking about the LTD and Life as she indicated earlier on the survey. They said that she is no longer employed. Th enew reps name is Marty Eisenhower. I left a message for her to cal lme directly to talk about the Allegacy benefit.


Description:
Galina and I attended ice cream event.  We presented to about 30 employees and signed up 6 new members.


Description:
Galina and I attended an ice cream event.  We talked with 13 employees and signed up 1 new member.


Description:
We met Gwen Goodman & Pamela DeLabarre at the SEG Luncheon.  She was very interested in offering the credit union to her employees.  According to the survey Pamela is interested in short term disability, long term disability, health insurance, life insurance, best doctor's program, long term care, pet insurance, dental insurance, cancer insurance, payroll services, 401K, vision insurance, and health savings account.  Gwen didn't indicate any interests on the survey.


Description:
Charlie & Lori attended the SEG luncheon.  According to the survey Charlie is interested in long term disability, life insurance, pet insurance, cancer insurance, vision insurance.  Lori expressed an interest in the same programs Charlie did.


Description:
MAIN:  Vicki & Jewel attended the SEG luncheon.  According to the survey Jewel indicated an interest in mortgage insurance, pet insurance, and cancer insurance.  Vicki did not express an interest in any of the programs on the survey.


Description:
I met Darlene Monroe & Catherine Eakins at the SEG luncheon.  They were very interested in offering the credit union.  They have two companies: Piedmont Emergency Medicine Associates (90 employees) and Piedmont Healthcare Management Group (35 employees). Neither one expressed an interest in any of the programs on the survey.


Description:
Victor, Sergey, and Jacob came to the SEG luncheon.  According to the survey Sergey is interested in health insurance, best doctor's program, and vision insurance. According to the survey Victor is interested in health insurance, life insurance, best doctor's program, and 401K.  According the survey Jacob is interested in disability, health insurance, life insurance, mortgage insurance, 401K, and vision insurance.


Description:
Shari came to the SEG luncheon.  She took a gift back w/ her for Tom Bell.  She did not express any interest in any of the programs on the survey.  Shari called me to let me know Tom appreciated the gift and asked me to give him 30 days to get settled in his new position.


Description:
Printed out the sponsorship form and interofficed it to Belinda.


Description:
I e-mailed Doug to get sponsorship information.


Description:
I talked to kimberly and I made a meeting with her on may 25 during lunch time.


Description:
Held enrollment with the following results: 1 NM, 1 CHK, 1 DD, 2 P/D, 2 HC, 1 OD, 1 Visa, and 1 Auto Buying Referral.


Description:
Galina spoke w/ Kimberly to confirm meeting today at 1pm.

Galina and I met w/ Kimberly.  She asked me for a 1/2 page ad to put in their newsletter and then after that 1/4 page ads.  She suggested we make the 2nd one about college savings since that is a hot topic for her group.  They send their newsletters out every other month.  She also asked for a link to put on their website.  And business account information.  Kimberly is going to get me a schedule of when she needs the ads and the exact sizes.


Description:
Chris & Dick, Kevin's father attended the SEG luncheon.  According to the survey Chris is interested in pet insurance and health savings account.


Description:
GREENSBORO - Receieved affiliation paperwork 5/26/06.


Description:
WELCOME - Left a voicemail for Stan Koontz requesting that I stop by and pick up the affiliation paperwork on Thursday, June 1st.


Description:
HIGH POINT - Left a voicemail for Melissa requesting that I stop by and pick up their affiliation paperwork on Thursday, June 1st.

Received a call back from Melissa stating that the paperwork will be ready for me to pick up on Thursday. Will mark calendar.


Description:
Scheduled an enrollment for Wednesday, June 28th from 10:00-2:00pm.


Description:
I received a call from Fred asking about the luncheon and letting me know he regrets that he was not able to attend.  He is currently looking for someone to help him so hopefully he will be able to attend next year.  I offered to go to lunch w/ him to discuss the new insurance products we are offering but he doesn't have time to meet so he is going to take some time to look over our website and see if there is anything additional products he can promote to his employees.  He will contact me if he has any additional questions.


Description:
Spoke with Cynthia Trivette about scheduling an enrollment. She asked that I call back in July to schedule. Will mark calendar.


Description:
Left a voicemail for Tracy to schedule an enrollment for June/July.


Description:
Received e-mail from Kimberly w/ ad sizes, deadline dates, and a request that they be jpegs.  I replied to ask her for a copy of the newsletter per Deb.  I forwarded the specs and deadlines to Deb and cc'd Belinda.


Description:
I received a call from Ellen who is Ashleigh's replacement.  She had questions about the emergency loan.


Description:
Attended an enrollment with Erica/Will/Ryan. Received the following results: 2 NM, 1 CHK, 1 DD, 2 P/D, 1 HC, and 1 OD.


Description:
Mailed 10 new membership kits at Pam Golden's request.


Description:
Spoke with Theresa Hauser and scheduled a presentation on Tuesday, July 18th at 10:00am. An enrollment will be held afterwards starting at 2:00pm.

Theresa Hauser called back and asked that we hold off on our initial enrollment. She will call back with another date.


Description:
Will Kroncke spoke with Terry Sealey, who said that Sharp Images will send check stuffers to Allegacy


Description:
Will Kroncke left a message with Donna Shelton requesting a call-back to schedule an enrollment


Description:
Will Kroncke spoke with Brenda Armstrong. She says to call back in three weeks (6/21) to schedule an enrollment.


Description:
I spoke with Joanne Link and scheduled an enrollment for June 16, 2006 at 12:00pm


Description:
Erica Freeman called and left a message  for the office manager.


Description:
I called and left a message for Joanne Link.


Description:
Erica Freeman called and left a voicemail for Karen Rohn.


Description:
Will Kroncke spoke with Dave Conrad, who said they'd need a 2 day enrollment, and he will call back soon to schedule. 
(need Dave Conrad's email)


Description:
I left a message with the receptionist for the office manager.


Description:
Will Kroncke spoke with Olivia Thomas. She says for us to call back anytime after June 22nd to schedule an enrollment
(still need email)


Description:
I scheduled and enrollment with John Thacker for June 12 from 3:00-5:00.  John requested ice cream.


Description:
Will Kroncke left vm with Richard Guyer requesting to schedule enrollment


Description:
I called multiple times but the phone lines were busy.


Description:
Will Kroncke scheduled an enrollment for Tuesday 6/13/06 at 11:30am. 
Flyers were sent to Carrie Lesh


Description:
scheduled an enrollment with Abby Oakley for July 27, 2006 at 12:00.  bring food.


Description:
Erica Freeman called but no one answered the phone lines.


Description:
Will Kroncke left vm with Liz Meadows about an enrollment


Description:
Will Kroncke left vm with Ted Mann requesting to schedule an enrollment


Description:
Erica Freeman spoke with Jan Mack.  Jan said most employees were already enrolled, and there was no need for an enrollment, but to send allegacy packets.


Description:
Will Kroncke spoke with Elaine Loyr. She requested that we call back later this summer (July-August)


Description:
left message with Candace Pegram who married into the name "Creson." Left message concerning enrollment scheduling.


Description:
scheduled and enrollment with Donna for June 9 at 9:00.  She requested breakfast.


Description:
Erica Freeman left a voicemail for Linda Wooten.


Description:
Erica Freeman called and was told to call back next week because Janet was out of the office.


Description:
left a vm for Debbbie to schedule summer enrollment


Description:
Erica Freeman called and left a message for the office manager.


Description:
Will Kroncke left vm for Spencer Fox concerning enrollment scheduling


Description:
Erica Freeman left a voicemail for Anne Baker.


Description:
Will Kroncke left vm for Joyce Brown concerning enrollment scheduling


Description:
left vm for Tracy Denniston concerning summer enrollment scheduling (should have contacted Doug)


Description:
left a message with Terri Cheek about scheduling enrollment for summer
- she is not interested in an enrollment at this time


Description:
Erica Freeman spoke with Dawn Leviner.  Dawn said there was no need for an enrollment.


Description:
Will Kroncke left vm for Laura Harrell about enrollment scheduling


Description:
left vm for Sandra Riggs about enrollment scheduling for summer months


Description:
left vm for Joanne about scheduling an enrollment


Description:
left vm with Barbara requesting to schedule an enrollment


Description:
Will Kroncke left vm for Marlene Fulp requesting enrollment scheduling


Description:
I scheduled an enrollment with Rhonda Smith for June 19 at 12:00.


Description:
left a voicemal with Katie Manning @ HR regarding enrollment scheduling


Description:
Spoke with Najila and she said she was interested in an enrollment/presentation at the next staff meeting.  She said she would call back to schedule a date.


Description:
Erica Freeman left a voicemail for Nancy Hall.


